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 […]
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 […]
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. […]
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 […]