A Whisky with Charles on UPL.L (UPL.L)
公司名称 Upland Resources Limited
主要经营地 英国/东南亚
详细生意模式 东南亚油气勘探公司，Kalimantan 5亿+桶、North Sumatra 90亿油当量、Wyoming 6万亿立方英尺天然气资源，Wild Mustang投入$100M
护城河 🟡中(勘探风险高+地缘政治风险+油价敏感)
估值水平 零债务，现金烧耗，勘探前期，估值无可比
EV/Market Cap -$1.5M EBITDA/零债务
网络观点 勘探期故事，资本密集
AI观点 油气转型/能源转变风险
原文日期 2026-03-25
作者简介 油气勘探专家
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