Sector Expert: Malcolm Shaw

Hydra Capital Partners

Image: Malcolm Shaw

Malcolm Shaw is a partner at Hydra Capital Partners Inc., a group of buy side and sell side industry professionals focused on underfollowed companies. Shaw holds a Master of Science in geology from the University of Toronto and has 13 years of experience spanning the resource and investment industries. He started his career as a geoscientist at PanCanadian Petroleum (now EnCana), before transitioning into the investment industry as an international energy research analyst at Wellington West Capital Markets. Before joining Hydra, Malcolm was a vice president at K2 & Associates Investment Management, where he focused on the energy and materials sectors.



Recent Interviews

Malcolm Shaw: Why Is the Market Ignoring These Companies? (5/6/14)

Malcolm Shaw is looking at a modern-day map to buried treasure. He sees a company operating a shale-oil well that has tested at a free-flow rate of 590 barrels per day, a junior producer in Argentina working naturally fractured shale, an unrecognized frack sand resource, and a company that owns one of the most exciting uranium discoveries on the planet. Yet Shaw, a partner at Hydra Capital Partners Inc., is sometimes mystified by the lack of investor interest. In this interview with The Mining Report, Shaw talks about these projects and more, explaining how a savvy investor can profit from diamond-in-the-rough opportunities.

Malcolm Shaw Likes Under-Covered, Unloved Energy Stocks (3/12/13)

As a former analyst with a strong background in geology, Malcolm Shaw uses his technical and market experience to dig through piles of news and company data to uncover resource investment situations that often go unnoticed by mainstream analysts. In this interview with The Energy Report, Shaw discusses the disconnects he sometimes finds between a company's fundamentals and its stock price, and why uranium is his favorite unloved sector right now.

Recent Quotes

"In terms of domestic companies that are active, we're looking for producers like EFR."

The Mining Report Interview with Malcolm Shaw (5/6/14)
more >

"FCU's Patterson Lake has turned out to be one of the most exciting uranium discoveries on the planet."

The Mining Report with Malcolm Shaw (5/6/14)
more >

"URZ has production and is well financed."

The Mining Report Interview with Malcolm Shaw (5/6/14)
more >

"FCU's PLS project is quickly transitioning into a takeout candidate."

— Malcolm Shaw, Seeking Alpha (8/7/13)
more >

"FIS has discovered a new zone of uranium mineralization at Patterson Lake South."

— Malcolm Shaw, Seeking Alpha (3/20/13)
more >

"URZ is a really well run company with very nice assets."

The Energy Report Interview with Malcolm Shaw (3/12/13)
more >

"POE is in elephant territory and the rewards are significant."

The Energy Report Interview with Malcolm Shaw (3/12/13)
more >

"FIS' Patterson Lake South is probably one of the best uranium discovery stories on the planet right now."

The Energy Report Interview with Malcolm Shaw (3/12/13)
more >



Due to permission requirements, not all quotes are shown.