Slack: C0A0ZC2NS48/ts:1771502951.4460

Author: Stuart Hardy Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

energy-sector-structural-positioning

🟢 [E1960] JOG is purest 'regulatory hostage' - Greater Buchan Area is world-class asset held back only by fiscal instability. Highest multiple potential. ENQ is 'Zombie Resurrection' trade - efficient operator suffocated by 78% tax rate. Tax cut doesn't just improve earnings, it saves the company.
supporting · 2026-04-07