Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Looks like Land given. He is one of the ministers who refused PM in the local meeting..
He is posting a video about this land .
IT cant be PC as they already have land allocated and are well established..
Looks like RNS any day now.
No Censorship has reported that 224,995.7 hectares of land in our Eastern Province are being used by so-called foreign investment companies under license.
Representative of the Eastern Provincial Assembly Ch. ERDENEBAT 2024. 01.22
Researchandhold said //BP is like a stain on humanity//
The "market" doesn't seem to think much of the DCF valuations!
One more lesson ;)
DCF has no time frame. All expected future cashflow discounted back to today....
A VERY important parameter is the dicount rate...
They use 8.5 which is redicously low. Should be at least double imho.
As always you can adjust yourself (also on the alpha spread site).
Priceless the level of research here
In what time frame Mr Positive ?
Thank you
Header say all and is my opinion on this - price show strong re-test now with what look like ready for next push UP as we wait for truely company making RNS.
All delay in past? - yes we all know this and why we have opportunity with multiple upside at this entry price when we right at point of MAJOR move to PRODUCTION / REVENUE.
2024 is major transformation for company with drilling season coming & all major dispute AGREED and now final LP RNS with funds transfer from MRPAM to Dornod.
One who do not think 2024 is not year of PRODUCTION / REVENUE should not BUY - Simple (but they are here lol).
Uptrend started like we discuss & will see sentiment building up.
Will be GOOD week for shareholders 🦉
MATD price estimates by Alpha Spread using DCF valuation method are as follows:
Worst case.....18.84 pence
Base case......26.53 pence
Best case.......44.12 pence
According to analysis by Alpha Spread below are their price estimates under each scenario.
Worst case....9.48 pence
Base case.....13.33 pence
Best case......22.13 pence
Current price trading @ 81% discount to Best case
and 69% discount to Base Case valuation.
I think it has to be approved that they can pay it this way if I read it correctly.
I tend to agree. Although that motivation doesn’t seem to have motivated them much so far. It’s still endless, tedious delays. The latest being this payment to the herders. It should have definitely been received by the governor by now and paid out, so where is his signature and RNS?
Apology Mr SS - it is 42.5% of profit on oil for 5,000 bbl a day and change slightly for higher amount.
Low cost drilling with strategic partnership mean Petro Matad still make a LOT of money from this.
🦉
-
Post 12:40 mention it 🦉
With production cuts looming, Oil forecasts revised higher to $95 / barrel or higher. Heron valuation should be revised higher from $70 to $95 accordingly.
Gazelle-1 discovery in Block XX still to be followed up once Heron Oil production comes online.
Ofcourse professional will leave out the good bits the guy is a liar and total loser, als him of he still has everyone's IP address, joker
" Foreign state owned entities" not Foreign / State owned"
I understand some people will be lazy for checking directly themself so will write out & include section someone did miss (lol):
"Mongolia generally imposed no statutory or regulatory limits on foreign ownership and control of investments, EXCEPT for FOREIGN / STATE OWNED entiries (Petro Matad is 100% private ownership). The Mining Law allows....."
This was left out in Mr Professional's post 🙄
World Bank Document on Mongolia's Mining Sector also mention of up to 50% equity interest in SMID (Strategically Important Mineral Deposits)
"When reserves where determined with STATE-FUNDED EXPLORATION".
Think this cover Petro Matad and with PSC already in place anyway? Lol
Next week will be a very good week for holders of sharsles am sure & explain posting by some 😏
Link to report 2023 (apology I mistype 2022 in post:
state gov/reports/2023-investment-climate-statements/Mongolia/
(not be mislead) by mr Professional!!
🦉
Just look at FULL detail then more easy to understand (and be misled lol) -
Mining Law allows Govt to acquire UP TO 50 percent of mineral deposits deemed of "strategic value" - 2022 Investment Climate Statement (section Limits on Foreign Control & Right to Private Ownership - read yourself for more full picture about "benefits" point etc).
Now understand some points - 2023 we have new In estmeny legislation which benefit foreign investor.
- Just few week back we have Cabinet Minister proposed new "ownership" legislation to help foreign investor.
- Also understand PSC already AGREED & IN PLACE.
With PSC we STILL have Heron asset of 7,000-9,000 bbl a day production valuation at MULTIPLES of current mkt cap.
This is at $70bbl oil price with OPEC cut next year we expect oil price to be much higher.
Also WITHOUT all other developments including NEW BLOCKS next to PROVEN & PRODUCING basins.
Obviously some person think they have more specialist knowledge then company & decide this will add no value to mkt cap / shareholder value (lol).
Little bit knowledge dangerous weapon for misleader - better to look at more complete picture 🦉
Manxkippers, wasn't aimed at you, but I think your on the right track and this is what the plan is so from your side it's not an assumption but what the company plan is,
Thank you, Cyberton. I agree. I was simply laying out my personal reasoning and justifications for investing.
The traders seek to create uncertainty and loose sight of logic.
All seems on sound footings and as long as the RNS and LP is forthcoming, then the 10p to 15p on the news seems quite right to me.
We will see and sorry if my counter reasoning to Professional seemed a little too speculative. I stick by it though!
Hate people making assumptions on top of what has already been stated, how many f ING time do we see this on. BBs only to see these idiots wrong but they go round making assumptions out of no where
Just follow the CEO rns and news rather go on a wild goose chase
Next stop 10-15p
Researchnhold if you think they will not change the terms then we have a different view. Makes a marker
The most important petroliferous basins in China include Tarim, Junggar, Turpan, Qaidam, Ordos, Songliao, Bohai Bay, Erlian, Sichuan, North Tibet, South Huabei and Jianghan basins.
Mongolia - The next frontier with untapped potential Billions of barrels of Oil still to be found just like above Chinese proven Oil basins.
Manx and Prof - I think this “strategic” is a red herring .
We have a PSC which is signed and igoves the agreed tax/ product royalty share with the state / MRPAM.
End of !