RE:CWV vs MVNMVN has productiion and assets in Canada as well as Argentina. The Canadian assets are interesting, the Ostracod hz play has had some success. I do not know much about their Argie assets. I own CWV because it is more of a pure play on the Vaca Muerta and they have the cashflow and drilling from TDF into an increasing gas price. The new drill is interesting becuase of the more "conventional type plays within the Vaca Muerta shale and therefore there is no need for fraccing. Think of it of having a pre-existing pipe into the hot shale!
There is an election coming up next year and Christina will be gone. The conservatives may win- so this is also a play on improving business outlook in Argentina. Risky but the Vaca Muerta has alot of potential.
I also think MVN has alot of shares OS (more than 300K??)
Bigbadun'