80M / macro economics 🚀10 Apr 2026 07:53
Any Iran / Hormuz escalation = oil spikes fast.
Market prices risk, not reality...
Trump still pushing Greenland rhetoric… long term Arctic / resource strategy, it’s clearly back on the table politically.
Jameson Land is HUGE.13bn barrels unrisked, undrilled onshore basin. Not production, but massive optionality.
And the key bit for 80M is simple..30% stake in Jameson, and no meaningful upfront cost position into it. If that basin ever gets properly validated, the leverage is obvious. Life changing money to be made.
You’re not paying for production, you’re paying for the option.
Even a small rerating of a frontier basin like that, in a high oil / high tension macro, puts completely different numbers on it… multi-bag territory isn’t even hard to model if sentiment flips.
It’s not about barrels today. It’s about the market waking up to what that exposure could be worth.