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Entries Tagged as 'MVN'

Madalena Energy Has A Window To Create A Virtuous Cycle

November 21st, 2017 · Comments Off on Madalena Energy Has A Window To Create A Virtuous Cycle

Our recent assessment was too pessimistic. Since then, production and prices are recovering and the company has become cash flow positive. We believe the company has a window to produce a virtuous cycle where cash flow from productive resources can fund much of the development of its promising unconventional resources. It’s the only small company […]

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Tags: MVN

SHU Portfolio Risk Corner: 2 Small Commodity Plays

October 26th, 2017 · Comments Off on SHU Portfolio Risk Corner: 2 Small Commodity Plays

For the speculative corner of the SHU portfolio, we’re considering two small resource plays, AVZ Minierals and Madalena Energy. Small resource plays are inherently risky as this is a very capital intensive business, much better suited to well capitalized, bigger companies. So these companies are basically moonshots. Nevertheless, both have interesting licenses. Source: SHU Portfolio […]

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Tags: AZZVF · MVN · SHU Portfolio

SHU Portfolio: And Now For Something Completely Speculative

October 24th, 2017 · Comments Off on SHU Portfolio: And Now For Something Completely Speculative

Every portfolio should have a small-cap corner, stocks with a high-risk, high-reward profile. Ideally, this part should have a dozen or so, as you need only one or two successes. Here we are considering some companies and have already taken small positions in three such companies. Source: SHU Portfolio: And Now For Something Completely Speculative […]

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Tags: DSNY · MVN · SHU Portfolio · xxii

Madalena Energy Is Very Promising, But Needs Financing

August 23rd, 2016 · Comments Off on Madalena Energy Is Very Promising, But Needs Financing

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Tags: MVN

Madalena Energy Sits In The Sweet Spot Of Massive Shale Resources

September 9th, 2015 · Comments Off on Madalena Energy Sits In The Sweet Spot Of Massive Shale Resources

Argentinean shale compares well with anything in the world, and development is still in relative infancy – there is a long learning curve ahead. The unconventional resources are key in Argentina’s energy policy, and dependence on foreign expertise and capital is large, so the investment climate for energy can’t be that bad. Madalena is the […]

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Tags: MVN