Recap NY Investor DayYesterday, the management of Madalena Energy (MVN; MDNLF) met with investors in New York. The presentation will be on the company's websit soon I believe but for now I posted it on the FB page. See presentation here: https://www.facebook.com/groups/1570162963237126/permalink/2099910180262399/ Some of the highlights included: Target of 50% production growth per year, for the forthcoming 5 years (4k boe/d YE19 20k boe/d avg 2023) Profitability (per barrel) has improved materially and will continue to improve (G&A reduction, ARS peso devaluation, corp tax reduction) Currently, production is heavily oil-weighted; uncertainty regarding natural-gas subsidies does not materially affect Madalena Forthcoming (Q1) catalysts include: Spudding and drilling 4 wells in CASE (Vaca Muerta oil; with JV partner, Pan-American Energy (BP); fully-funded; 35 yr concession), and related P30 results (presentation pp 15-18) Drilling a natural gas well-well in CAN (conventional natural-gas; Lotena formation; $3-4mm cost (presentation p. 20) Workovers (conventional oil) in the North (Surubi, Palmar Largo) for additional ~500 boe/d (presentation p. 21) JV discussions relating to Curamhuele (presentation p. 19). Massive resource. Immediately adjacent to Chevron El Trapial ($200mm CapEx committed) Progress with respect to Argentina stock listing (BYMA) Potential conventional asset purchases (increasing production) Feb 15- FY2019 production guidance, capital budget and work plan Feb 28- YE18 reserves update