Doc Jones, private activist resource investor and influencer on Ceo.ca and X/Twitter, joins me to discuss some of the changes going on with the energy transition narrative, and the commodities that are still in focus for the current trends. For example, the switch to electric vehicles is not happening as fast as projected, with many automobile manufacturers announcing key changes in strategy and focus. Traditional energy with oil and nat gas are still under high demand, along with internal combustion engine vehicles and growth in hybrid vehicles where platinum and palladium are not going to diminish as fast people assumed, and there is a need for batteries with more nickel components. Regardless of which trends take hold, the world will still need more copper, so he sees opportunities there. He is also still constructive on gold prices and demand moving forward.
Doc Jones highlights the value proposition he is attracted to with specific companies: Surge Energy (TSX: SGY) (OTC: ZPTAF), Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF), Magna Mining (TSX.V: NICU) (OTCQB: MGMNF), and Omai Gold Mines (TSX.V: OMG) (OTCQB: OMGGF).*
*In full disclosure, Doc Jones holds a position in these companies discussed at the time of this recording, but is not compensated by any company to market them. These are simply his views and opinions as to why he likes investing in them, but this is not investment advice.
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