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Argentina oil producer in Vaca Muerta; benefits from Milei reforms and export growth.
Peter Thiel's 18% fund allocation signals conviction. The company has strong production growth (30%+), high oil price exposure, and is undervalued at 9x earnings. Catalysts include the $25B Stargate AI data center project in Patagonia, LNG export deals, and Argentina's RIGI incentive regime protecting investments for 30 years.