Member Info for Guly

Accumulating a position here, can see massive potential.Can't believe it's so cheap.

All about the oil in the short-term although a lot of value to extract accross the wider portfolio medium to long term

I thin we'll hear about Nasdaq listing dates soon, don't sleep on it

2 posts from our resident troll RachT2 and a grand total of 1 like 😂

Just one like for RachT2 in over 3 hours lol

No offence RachT2 but your posts don't receive many likes

Not long now before Nasdaq listing. Even if there's a small delay it gives a little more time to run further in anticipation

Anything is possible when targeting 13 billion barrels, backed by US partners and a Nasdaq listing

Even the troll thinks it will continue to rise ahead of Nasdaq and continue to rise thereafter for atleast a few weeks. That's market dynamics for you. 😂

Where could we be by then, I imagine atleast another 300-400% but could be higher even higher now greenland is in spotlight.

Thereafter, as we get closer to the drill hitting the ground, I’d expect another leg higher, as tends to happen with big oil plays when the market starts pricing in the valuation gap of a successful drill.

Let me explain this to the troll in layman’s terms.

The market doesn’t price geological debates or individual opinions, it prices investment narrative and perceived upside.

Everyone understands that drilling for oil is high risk. That’s nothing new. What matters is that it also comes with VERY HIGH potential reward, and history shows how markets behave in those situations.

We’ve seen this before with 88 Energy, which reached a valuation of around $1 billion not because oil had been proven, but because of:

A compelling exploration story

Strong retail participation

US market exposure

That same dynamic is at play here. The combination of US links, a frontier oil story, and a highly speculative exchange like Nasdaq creates the conditions for hype and herd behaviour - whether people agree with the geology or not.

You don’t have to argue with us about the technical risks. Argue with market psychology.

Based on how speculative markets behave, it’s entirely plausible that 80M re-rates 5-10x before a drill ever touches the ground. That’s not a geological prediction - it’s a market dynamics one.

1. The North Sea comparison is illustrative, not literal

The comparison to the North Sea is not intended to imply identical burial or preservation histories, but to highlight shared petroleum system ingredients:

Oil-prone Upper Jurassic marine source rocks

High-quality Jurassic and Triassic sandstone reservoirs

Rift-related structuration and fault-bounded traps

Many successful provinces (e.g. parts of the Barents Sea, Timan-Pechora, onshore Oman) differ structurally from the North Sea yet produce commercially. The analogy is therefore stratigraphic and geochemical, not tectonic.

In short: similar kitchens and fluids, not identical trap histories.

2. Uplift does not equal system failure

While Jameson Land has experienced uplift, this does not automatically imply widespread trap destruction:

Uplift was likely episodic and spatially variable, not uniform basin-wide.

Large parts of the basin remain deeply buried, especially down-faulted blocks.

Many shale-sealed traps can re-seal after fault reactivation, particularly where clay smear and ductile deformation dominate.

Global analogues show that commercial accumulations can survive significant exhumation, provided:

Charge occurred prior to uplift, and

At least some traps retained seal integrity.

3. Exhumation improves understanding and reduces exploration risk

Ironically, exhumation is also an advantage:

Source, reservoir, and seal rocks are directly observable at surface, reducing stratigraphic uncertainty.

Reservoir quality can be measured directly, not inferred from seismic alone.

Proven oil-prone source rocks at outcrop eliminate one of the biggest frontier risks.

Most frontier basins fail due to missing or gas-prone source rocks. Jameson Land demonstrably does not.

4. Seeps indicate charge, not depletion

In reality:

Seeps confirm hydrocarbon generation, expulsion, and migration.

Many world-class provinces (California, Iraq, Caspian, Indonesia) leak yet contain giant fields.

Seeps may originate from small breached traps, while larger, deeper accumulations remain intact.

Seeps therefore reduce petroleum system risk, even if they imply imperfect preservation.

5. Magmatic intrusions are a double-edged sword

While igneous activity can locally degrade hydrocarbons, it can also:

Enhance fracture-controlled migration into traps

Create thermal “sweet spots” accelerating maturation

Improve permeability in otherwise tight reservoirs

Crucially, intrusions are not basin-wide and tend to be spatially constrained. Their presence increases heterogeneity, not inevitability of failure.

6. Modern exploration context differs from ARCO/BP era

Historical non-progression by majors does not equate to geological rejection:

Decisions were made with 2D seismic, limited basin modelling, and poor logistical support.

Oil prices, fiscal terms, and Arctic development capabilities were very different.

Many basins now producing were previously abandoned for similar reasons.

🛢️ Jameson Land Basin: Why It’s Considered a Prime Oil Target in Greenland

1) Large Undrilled Prospectivity

Recent independent evaluation by petroleum consultants (Sproule ERCE) estimates ~13 billion barrels of gross un-risked prospective recoverable oil in the basin’s upper stratigraphic levels, across dozens of mapped prospects.

This places Jameson among the most significant undrilled hydrocarbon basins globally, especially for onshore frontiers.

2) Complete Petroleum System

The basin shows evidence of all the key elements needed for an oil system — abundant source rocks, reservoir rocks, seals, and potential structural/stratigraphic traps. Historical work and recent studies indicate multiple source intervals (Permian, Triassic, Jurassic), which are oil-prone and capable of generating hydrocarbons.

Previous industry and government geological work concluded that Jameson contains excellent source, reservoir, and trap characteristics across a thick sedimentary succession.

3) Geological Analogues

Some of the reservoir rocks in Jameson Land are similar to those in the North Sea — particularly Jurassic sandstones that resemble proven reservoir intervals offshore Norway and the UK.

Basin modelling suggests conditions favourable for expulsion and migration of oil into traps analogous in concept (though not scale) to those in the North Sea.

4) Operational Progress and Imminent Drilling

Exploration drilling is scheduled to begin in the second half of 2026 with two wells targeting primary prospects.

These wells are fully funded under a joint venture arrangement, helping de-risk the first steps toward confirming oil accumulations.

🛢️ Comparing Jameson Land and the North Sea

How Are They Geologically Similar?

Both basins formed in rift-related tectonic settings, with thick sedimentary deposits favorable for hydrocarbons.

Jameson’s Upper Jurassic and Permian source rocks and Jurassic reservoirs are thought to be comparable in character to the North Sea’s productive Jurassic sandstones and Kimmeridge-type source intervals, although the latter is much better tested and proven.

🧠 Why Jameson Land Specifically — and Not Other Greenland Basins?

Only Onshore Basin Licensed for Exploration

Jameson has been the focus of exploration licenses and is the only area in Greenland’s interior with active onshore hydrocarbon licenses.

Rich Historical Data

Legacy seismic and geological data from previous industry work (e.g., ARCO) provide a stronger pre-drill understanding.

Better Source Rock Predictions

Multiple independent assessments align in suggesting truly oil-prone source intervals — essential for a working petroleum system.

Stacked Plays

The basin may contain multiple stacked reservoir targets at different stratigraphic levels, increasing chances of discovery.

What a sore loser and liar to boot

They are not getting deregistered but you already knew that didn't you

Official launch of the subnets imminent, emissions will go up significantly.

Tick tock tick tock waiting patiently for the next Rach post lol

Can see this running as high as 0.35p in the near future, gla.

The subnets are in good order and currently being optmised. Something big is brewing which has got the funders juices flowing

Also research Nasdaq listed Greenland explorer CRML valued at $2Billion (not a typo)

Yesterday's presentation is a good start, RNS'd yesterday