Seeking Alpha
Editor's notes: A dual revenue model makes hedge fund vet Doug Ehrman view this tiny company as a particularly attractive risk-reward. 50% upside (potentially substantially more) over the next 12-18 months.

When considering investments in smaller resource companies, there is often the risk that a single positive or negative event will be responsible for driving the stock sharply in one direction. Ivanhoe Energy (IVAN) offers an unusually attractive risk-adjusted investment opportunity because of its dual revenue approach to the market through both a resource play and a technology play. I recently had the opportunity to speak with Ivanhoe Senior Vice President of Business Development and Corporate Strategy Greg Phaneuf (profile below) about a variety of company developments that was beneficial in fleshing out why I feel the company represents a real opportunity in the space. Ultimately, with shares trading below $1 at the time of this writing, I see...

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