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Subject: Data Review: The $92M SEC Valuation Gap and SETS Tape Observations

​With the PELI/GLND vote adjourned to Thursday morning (March 19) to finalize transaction matters, I’ve been looking at the updated market mechanics. I wanted to share a few observations for those doing their own deep dives. My Opinions, World Class Gas, AI Data Centers, Cables, Rare Earth Minerals, Demand, Old News, 7777, the .001, Awaken

​1. The SETS Transition (Live Today, March 18)

BLLYF/80M has officially moved to the SETS (Main Order Book) in London. In my view, if you have Level 2 data, today is the day to watch the "Tape" (Time & Sales). The move to SETS makes institutional footprints much harder to hide. Same Institutions on both sides of the tap?

​2. The 7777 Signature

While observing the tape, I’ve noticed recurring blocks of 7777 or 777 shares. My interpretation of this data is that it represents a "Root Signature"—a coordination signal used to anchor the price floor. It’s worth watching the new SETS tape today to see if these patterns continue holding the line before the Thursday vote.

​3. The $92M SEC Filing Gap

The Pelican (PELI) S-4 filing outlines the 30% retained interest in the Jameson Basin. At the 10.00 GLND target price, that stake is independently valued at **US92 Million**. Based on my research, the current market cap of 80M is trading at a significant discount to this single asset, leaving the rest of the portfolio (Nickel/Gas/Biofuels) essentially "free."

​4. The "Major" Logic (CFO Appointment)

I believe a major "tell" occurred on March 13 when the group appointed Ashiq Merchant as CFO. He brings 25 years from BP, specializing in multi-billion dollar capital allocation. In my opinion, you don't bring in a 25-year BP heavyweight to manage a small project. This suggests the group is preparing for massive industrial infrastructure.

​5. "World Class" Gas

Check the 80M RNS from Feb 19 or today (March 18). They explicitly describe Jameson as "one of the world's largest remaining untapped gas and liquids-rich basins." My view is that this "Industrial Gas" is the missing link for the 1.5GW AI data center and subsea cable projects currently being reported in Greenland (Kangerlussuaq).

​Disclaimer: This post reflects my personal opinions and research. Not financial advice. I am not a licensed advisor. Please do your own DD.

Subject: Data Review: The $92M SEC Valuation Gap and SETS Tape Observations

​With the PELI/GLND vote adjourned to Thursday morning (March 19) to finalize transaction matters, I’ve been looking at the updated market mechanics. I wanted to share a few observations for those doing their own deep dives. My Opinions based on a lot of research nearly a months worth.

​1. The SETS Transition (Live Today, March 18)

BLLYF/80M has officially moved to the SETS (Main Order Book) in London. In my view, if you have Level 2 data, today is the day to watch the "Tape" (Time & Sales). The move to SETS makes institutional footprints much harder to hide.

​2. The 7777 Signature

While observing the tape, I’ve noticed recurring blocks of 7777 or 777 shares. My interpretation of this data is that it represents a "Root Signature"—a coordination signal used to anchor the price floor. It’s worth watching the new SETS tape today to see if these patterns continue holding the line before the Thursday vote.

​3. The $92M SEC Filing Gap

The Pelican (PELI) S-4 filing outlines the 30% retained interest in the Jameson Basin. At the 10.00 GLND target price, that stake is independently valued at **US92 Million**. Based on my research, the current market cap of 80M is trading at a significant discount to this single asset, leaving the rest of the portfolio (Nickel/Gas/Biofuels) essentially "free."

​4. The "Major" Logic (CFO Appointment)

I believe a major "tell" occurred on March 13 when the group appointed Ashiq Merchant as CFO. He brings 25 years from BP, specializing in multi-billion dollar capital allocation. In my opinion, you don't bring in a 25-year BP heavyweight to manage a small project. This suggests the group is preparing for massive industrial infrastructure.

​5. "World Class" Gas

Check the 80M RNS from Feb 19 or today (March 18). They explicitly describe Jameson as "one of the world's largest remaining untapped gas and liquids-rich basins." My view is that this "Industrial Gas" is the missing link for the 1.5GW AI data center and subsea cable projects currently being reported in Greenland (Kangerlussuaq). Also look at the level 2 tape!! You have the same players on both sides of the isle! Big tell in my opinion, shake out weak hands, stop loss hunting ? You decide. Oh and did the shorts get covered?

​Disclaimer: This post reflects my personal opinions and research. Not financial advice. I am not a licensed advisor. Please do your own DD.

​Subject: 80M / GLND: World-Class Gas vs. $92M Valuation?

​"With the March 17 vote on the horizon, we must address the valuation gap for 80M shareholders. The Sproule ERCE report identifies a massive 13.03B barrel (P10) potential at Jameson Land, which includes world-class Helium and Hydrogen gas resources.

​As 80M prepares to retain its 30% interest (approx. 3.9B barrels), the current GLND listing implies our stake is worth only $92M. How can this valuation be so low for a basin of this scale, especially with a 25-year BP veteran (Ashiq Merchant) now joining as CFO?

​Most concerning is the possible 'Tri-Conflict' board structure, with Rod McIllree and Robert Price holding executive influence across 80M (Seller), GLND/Pelican (Buyer), and the USFM partners. In the interest of transparency, can the board confirm what 'Information Barriers' are in place to ensure these high-purity gas assets weren't undervalued during related-party negotiations? 80M shareholders deserve to see the true value of this discovery reflected here, not just on the NASDAQ."

​Subject: Shareholder Inquiry: Jameson Basin Valuation Methodology – Industrial Gases & ARCO Data

​As we approach the Special Meeting and vote on March 17, I am reviewing the technical data regarding the Jameson Basin assets. I am looking for clarity on the current valuation methodology to ensure all material assets are reflected in the transaction.

​The Data Point: 80 Mile's own regulatory news from Nov 19, 2024, explicitly confirms that the Jameson Land Basin has long been recognized for "significant quantities of industrial gases, including helium and hydrogen." Specifically, it references ARCO's 1989/90 exploration data identifying these "associated industrial and natural gases" alongside liquid hydrocarbons.

​Official Source: [LINK REMOVED] (See Page 4).

​The Question:

Given that the current Pelican (GLND) transaction values 80 Mile’s 30% residual holding at US$92 Million based on the liquid hydrocarbon prospective (linked below), was the industrial gas potential (Helium, Hydrogen, CO2) identified in the ARCO reports factored into this $92M figure?

​Official Valuation Source: [LINK REMOVED]

​As a shareholder, I am questioning if the current S-4 filing fully accounts for these non-hydrocarbon assets. Any clarification from the board or fellow researchers would be appreciated before the vote.