I love a good macro investment theory..Can everyone see where things are going globally? do you think things get better, or continue to deteriorate?
Russia - Ukraine war escalating
Drone attacks on Iran (either Saudi or Israel)
China building military at fastest pace ever for Taiwan
Azerbaijan Armenia conflict reappearing
Commonality here is these are all major energy production hubs that supply/supplied global markets (China for PM’s used in wind, EV and the global producer of solar).
The split in energy markets is growing pace. FDR controlling prospects in safe haven locations has the potential to send our MC to the hundreds of millions range.
Strategy;
- Acquire licences close to infrastructure
- Develop prospects to gain interest
- Sell stakes in projects
- Grow and acquire more licenses
- Repeat
In combination to this business strategy, Finder gets a carry in any oil/gas finds and continues to develop it’s major prospects like Dorado 2.0.
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