Malcolm Shaw of Hydra Capital Partners shares some of his own investment ideas in the metals and energy markets. He also shares a myriad of stocks that he owns and follows. He presents these ideas as a jumping-off point for those looking to kick-start their own due diligence in the commodity sector.
The gold sector has taken center stage this month, with prices soaring to unprecedented heights.
Despite the impressive rally, many investors remain skeptical, having been burned by false starts in the past. However, as central banks continue to accumulate gold and the U.S. dollar weakens, the precious metal’s prospects are looking brighter than ever.
Valeura Energy Inc. (OTC:VLERF):
Trading at roughly 50% of its proven+probable net present value, Valeura Energy presents a compelling value proposition for investors.
Valeura Energy Inc (TSX:VLE) is an upstream oil & gas company, with a clear strategy to add value for shareholders. The Company has a strong balance sheet positioning it for potential inorganic growth opportunities in the near/medium-term, and substantial longer-term upside potential through an operated deep, tight gas play.
