Infinity36 (@_Infinity36) header
Infinity36 (@_Infinity36) profile picture

Valuation specialist. Focused on fundamentals, speculation and hype... ***I'm not a financial adviser***

All my tweets are just opinion
Joined September 2017
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$GLND Based off Hess's valuation of Guyana, if we find discoverable oil with an estimate of 3 billion of commercial oil, just on our first or two wells, our share price would be around $516 per share. This formula includes our 70% stake and on a fully diluted basis. (Note, their third well has an estimate of 3.6 billion boe. In the deeper horizon, they may have an additional 25 to 40 billion or more in boe. Also there maybe a "transformative" amount of natural gases, helium, green hydrogen and other rare gases.
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$GLND $GEOM Our Ceo had talked with the Prime Minister of Greenland, Jens-Frederik Nielsen, a couple days ago. Relations are looking good.
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Infinity36 retweeted
🚨 NOW: Donald Trump just posted this absolute gem illustration and it's America's GREENLAND TAKEOVER "Welcome to Greenland!" 🇺🇸🇬🇱 It's becoming a fortified land of US military might to keep Russia and China influence AWAY 🔥 In his deal with Denmark, Trump secured LANDMARK security rights over Greenland Only Trump could pull this off. It's beautiful.
🤖 Made with AI
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$GLND $GEOM If the assets come in, it will fundamentally change the valuation for GLND in a substantial way... There will be a lot of news coming in from these projects. Trust that. (Especially with the lab results coming in from Disko-Nuussuaq) Also, we're waiting on a partnership announcement with GEOM which may involve Disko. Get in where you fit in...
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All eyes on November 3. 👀🇬🇱. As we head through the weekend, the clock is ticking on the proposed Greenland Energy Company (NASDAQ: GLND) and 80 Mile plc (AIM: 80M) merger. The existing deadline is 5 p.m. London time on Tuesday, November 3, unless a further announcement changes it. Official transaction portal: greenland.80mile.com
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$GLND $GEOM #80M Robert Price said they valudated the geological model. They may very well have found the next Norilsk. That's utterly crazy. On top of that, they estimated the district to have 1 to 2 trillion in critical minerals. That's effin nuts...
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The drilling results are at the lab. That will be unveiled soon....
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Get the trifecta. $GLND $GLNDW & $GEOM
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Infinity36 retweeted
🇬🇱🇺🇸 Greenland wasn’t mainly about OIL The bigger play was security. The Arctic is opening up, Russia has built out a huge icebreaker fleet, China is moving in, and Greenland sits right across the routes and warning systems that matter most to the US and Europe. The new agreement also reduces a huge uncertainty: What happens if Greenland eventually becomes fully sovereign? For investors, that clarity matters almost as much as the resources themselves. @GL_Energy_Co Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.
🤝 Paid partnership
🇬🇱🇺🇸 Greenland is becoming an ENERGY SECURITY play, not just a resource grab The pitch is long term. Greenland Energy says it plans to drill its first two wells in 2027, with the goal of adding supply years down the line rather than chasing a quick boom. And the bigger argument is about risk. Wars, chokepoints and volatile oil markets have made dependence on fragile supply routes much more expensive. That’s where Greenland comes in: Not as an instant fix. As insurance against a world that suddenly looks a lot less stable. @GL_Energy_Co Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.
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Infinity36 retweeted
🇬🇱 Greenland Energy says its prospect could hold up to 13 BILLION barrels of oil The company says surface oil samples genetically match light sweet crude from the North Sea, meaning European refineries already know how to process it. An independent engineering report puts the potential resource at up to 13 billion barrels. But this is still VERY early. The first well isn’t planned until 2027. If the geology delivers, Greenland suddenly stops looking like a side story. It becomes a serious new piece of the Western energy map. @GL_Energy_Co Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.
🤝 Paid partnership
🇬🇱🇺🇸 Greenland wasn’t mainly about OIL The bigger play was security. The Arctic is opening up, Russia has built out a huge icebreaker fleet, China is moving in, and Greenland sits right across the routes and warning systems that matter most to the US and Europe. The new agreement also reduces a huge uncertainty: What happens if Greenland eventually becomes fully sovereign? For investors, that clarity matters almost as much as the resources themselves. @GL_Energy_Co Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.
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🇬🇱 Greenland oil may take YEARS to produce, but markets could price it in much sooner That’s the key distinction. Physical supply takes time. Markets don’t. If the first wells confirm a major discovery, expectations for future supply could start affecting oil prices well before a single barrel reaches your car. And Greenland Energy says even one strong discovery well could dramatically change how the company is valued. So the first well matters far more than the first barrel. @GL_Energy_Co Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.
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$GLND $GEOM I just listened to the interview and even more excited than ever. The first drill, as Robert Price pointed out said that we could look like a major independant oil & gas company with a major duscovery. They're talking with majors and a possible buyout, bidding war could come rapidly. also, he said that we could have even more than 13 billion barrels of oil. I've said that the Disko-Nuussuaq project could be worth over a trillion as they mught have the largest nikel, copper and palladium deposit in the world. Robert confirmed that and said it could be worth anywhere from 1 trillion to 2 trillion dollars. What's even more tantalizing is that they've already drilled at Disko and are waiting upon the results from the labs. Mario Nawfal sounds like an investor as well as he couldn't believe the disconnect of the current s.p relative to the size and scale of the geology and potential deposit. He said that was a good thing, implying that the shares were cheap. The insanely massive opportunity we have here is profoundly unprecedented, and nothing like anything we've seen before in the capital markets for oil & gas and mining projects. Here's the interview.
🇺🇸🇬🇱🇩🇰 Trump just promised “massive” oil drilling in Greenland... and the one company holding the license has been waiting 40 YEARS for this moment While the Strait of Hormuz chokes off barrels by the million, an independent engineering report puts Greenland’s Jameson Land basin at up to 13 billion barrels of recoverable oil, the same size as Alaska’s Prudhoe Bay. Robert Price, chief executive of Greenland Energy, the only company with a grandfathered oil license on the island, says the September security deal with Denmark finally gave investors the certainty they needed: “It allows us to be able to deploy capital for a long period of time, knowing that Greenland is going to be secure.” Robert says ARCO spent a quarter billion dollars mapping the basin in the 1980s; the effort was temporarily suspended only because oil prices crashed. The crude quality matches the North Sea light sweet grade that European refineries already run, and simple onshore vertical wells could put breakeven near $25 a barrel against $65 in the Permian. The first well goes down in 2027. If it hits, Europe gets a supply line with no Hormuz, no Houthis and no Russian pipeline attached, and it’s an American company holding the keys. @GL_Energy_Co Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.
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Landed in Ilulissat at the grand opening of the new runway, suspect this will be our usual go to now. Maybe an office in the near future. Congratulations to Ilillusat and Disko area! (BTW, that's one crazy crab landing)
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Confirmed: Inatsisartut’s Foreign and Security Policy Committee has recommended adopting the new US–Denmark–Greenland defense agreement ahead of the final reading on Nov 3 (10:00 Nuuk / 5:00am PT). The majority (Demokraatit, IA, Atassut) wants an all-party follow-up group, committee involvement on Narsarsuaq and Mestersvig plans, an impact assessment (economy, jobs, dual use, local communities), and at least annual implementation reports. Naleraq dissents; it says, based on its own briefing notes, Greenland secured no direct U.S. payment. new.ina.gl/media/yfwbfl4w/pk…
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Leaving Nuuk on our way to see the new airport
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Finnish Foreign Minister Valtonen and I signed a Technology Prosperity Deal and a Critical Minerals Framework Agreement that will strengthen our economic and strategic cooperation. I welcome Finland’s partnership on critical minerals and commitment to sustained defense investment.
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🇺🇸🇮🇷🇬🇱 Trump's Greenland deal might make a LOT more sense once you understand what's happening in the Strait of Hormuz. With Iran and the Houthis demonstrating just how easily drones can disrupt global oil supplies, the Arctic is becoming a much bigger piece of America's national security puzzle. And Russia is already making moves up there. So how much of Trump's Greenland obsession was about oil, and how much was about securing America's future? We sat down to dig into the strategy behind the deal, why the Arctic could become the world's next major flashpoint, and what Greenland has to do with the chaos unfolding in the Middle East. Here's a first look at our EXCLUSIVE interview. @GL_Energy_Co
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$GLND The potential here is insanely ludicrous. An opportunity you won't find anywhere else in any equity markets now, past, present or future. Sure, you might be able to find some thing in the next 11 minths that may go to 3x, 5x or even 10x. But how about 20x, 50x or even 100x? That's the difference here... The valuation is very low here, but it's only a matter of time until and we see breaking material events, catalysts , and perhaps a couple of wild cards that will ultimately see the s.p significantly higher than where it's at today. Your going to say, "Man, The writing was on the wall. Why didn't I buy more." Or, "Why did I sell?" I say this, because ultimately, believe you me, if we discover a gusher of 3 billion boe, we could see $500+ a share, this time next year...
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