Douglas Ehrman
Long/short equity, hedge fund manager, tech, gold & precious metals

Ivanhoe Offers Unusually Attractive Risk-Adjusted Upside

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 (NASDAQ: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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