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 Risk Corner: 2 Small Commodity Plays – AVZ MINERALS LTD ORD (OTCMKTS:AZZVF) | Seeking Alpha
Tags: AZZVF · MVN · SHU Portfolio