$Deep Yellow(DYL.AU)$ Large Uranium resources in Namimbia and WA. Total 420mlb resource 800m MC Headed by Uranium sectors most successful CEO John Borshoff. RE and Gold upside potential at Mulga rock WA. Potentially 4-5b company if they execute.
$Petroleo Brasileiro SA Petrobras(PBR.A)$ huge dividend, liquid stock and an appreciating underlying commodity. Political nonsense regarding Lula is overblown, last time he headed Brazil they saw record profit. 80+% owned by the Brazilian govt. Cheap compared to oil prices, buy the fear.
$Ecopetrol SA(EC)$ political issues overblown, new CEO is just as competent as the last. Colombia will not allow this company to blow up. $EC trading at disproportionate low oil prices. Future appreciation + dividends from further oil sales post OPEC+ meeting. Oil is going $80+