November 26, 2018
Makalu Fund Management, LLC ("Makalu") is an investment advisory firm that focuses on international small- and mid-cap growth equity investing.
Building A World Class Oil Company In Mexico
Geology is destiny in early stage oil companies, and it does not come much better than the Tampico-Misantla basin, one of the top remaining onshore Super Basins in the world. Great geology attracts the best talent, and Renaissance Oil has secured the services of the technical team from the old Mitchell Energy that was responsible for starting up the shale revolution in the USA: a shale Dream Team. As a first mover in the shale industry in Mexico, Renaissance Oil has an under-appreciated advantage, akin to what Petrohawk Energy accomplished in the Eagle Ford basin. We believe that Renaissance Oil is the premier junior oil company in Mexico and is set to become a very large company in the medium term.
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