Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I REALLY hope the SP does go to the moon if/when we are finally able to produce oil from Heron. But I'm also conscious of the fact that many oil and gas explorers that have a big discovery can take a long time to see the value of it reflected in their SP.
They're very different cases, but I know our friends over on the PRD and TXP boards are exasperated they're not priced much higher.
I am CONFIDENT of x 10 Bagger without renewables / new block. Like you say lot will have focus just on this
My TRIPLE DIGIT ROI must include Renewable / New Block but does not have detail yet like valuation for known asset
x 10 Bagger plus with known asset still very good for most I think 🦉
I have exclude all Renewable & New Block in valuation sir.
Point I make is about upside potential & development from already 8-10 Bagger ROI
For me I look at longer term holding / growth so this is important for me for my investment timeframe. This is also why I look at development in sector & Govt missions / sector policy sir
I think lot of investment will enter sector from China to develop renewable project for export to them. This is with domestic demand as well which is where high level contact in SunSteppe JV help to get project
Second I mention IEEFA report on carbon neutral drive by mining companies and which mr Buck mention for local operation renewable sources
X 8 BAGGER at $70bbl oil price important point with oil price now around $90 bbl with estimate $100 bbl 2024 and upwards
Think people can see for themselve & with logic of investment analysis not BB chit chat 😏
Be Wise not emotional 🦉
Mr ShortShrift Q is for mr Thornagassaon but will put reply also if okay thank you
Summary - x 8 Bagger WITHOUT New Blocks / Renewables and only $70bbl oil price
From Progressive Report Valuation section - 28th Sep 2023
"For valuing E&P companies, we take the traditional approach to asset valuation that is used by the Industry. The valuation is derived through using a DCF methodology to the KNOWN fields and discoveries. The field production profiles, capital expenditure and operating costs are modelled under the appropriate fiscal regime to give a cash flow profile, which is discounted to provide a net present value for each asset"
For Heron base, Heron Target development upside & risked exploration in Block XX RENAV - 23.6p
This is why just to look at this give ROI MULTIPLE of current share price around 3p
Now you factor RISING OIL PRICE & NEW BLOCKS & RENEWABLES
* New Block development some bigger than Quatar next to or sharing existing oil asset & development thru Heron revenue / JV partnerships
* Renewables in GLOBAL BIGGEST potential region for this, capex opportunity from China & China export opportunity with high level contact base in JV company
Maybe begin to understand why I build holding & massive opportunity for multiple ROI
Happy & wise investment I think 🦉
//At a company level I think we all know what Petro Matad might be worth when permits are sorted.//
Just another ramper shooting from the lip!
I agree.
An expectant, patient approach here should pay off very well.
At a company level I think we all know what Petro Matad might be worth when permits are sorted.
On a wider level oil and oil stocks have been out of fashion for an age.
2024 with €100 + oil prices might bring back some good ol' AIM oil investing frenzy?
Happy waiting.
One day the RNS will be there.
I did say on Monday have found out from my research one of district Matad have spring water protection zone fence off "in co-operation with local environmental protection costs and INTERNATIONAL PROJECTS"
Lot if people talk about brown bag but mr Mike Buck talk about contribution to community 😏
When local govt willing for parallel operation start wihike completion of beauracracy as long as Central Govt support this then you understand why
MRPAM already support this so I do expect RNS & start of operation
With fund from Govt to make airport in Dornod International airport with bus station International also & all other investment can see where Dornod heading & investor must start to think beyond Yak Land mindframe to grab OPPORTUNITY NOW 🦉💰
Oil is there. We ALREADY have it. This is what make MATD such a good BUY with risk assessment at this price.
If you think oil will not be produced then do not buy
If you understand that oil will be produced from all other facture discuss buy if you want
Fact we HAVE oil already and NOT produce YET all translation for one thing OPPORTUNITY because of price now & upside when RNS come with operation start to production
Cheer up or not cheer up is not my problem to solve for you sir
Be happy or not but I am because have manage to collect all my share for multiple upside with start of operation. Do not even have to wait for production but RNS operations start 🦉
//Latest oil forecast expect price to hit $100 by mid 2024//
Show me some PM oil then I might cheer up!
Come on then, Ojay - what have I said that's not honest?
Post I make at 07:10 this morning explain all & with focus on investment NOT chit chat
Be Wise 🦉
// I think he still very excited about all development ahead.//
It that's excited I wouldn't like to see him when he's depressed!
Doc: "Let's be honest" - what a mouthful.
If you say so sir. I think he still very excited about all development ahead.
Maybe better if you listen to interviews again you will understand this also but maybe you prefer chit chat 😏
WOS - have you not watched the interviews and read the RNS’s where he talks about being incredibly frustrated by it all?
I know you want to hype things up, evening coining a new phrase this morning with “buying frenzy” but let’s be honest with BB, sir.
Has it mr Doc?
Maybe you know him personally to say this lol
Be happy & wise & keep focus on investment not BB chit chat 😏🦉
WOS - Even Mike Buck's patience has well and truly run out now.
//When Cabinet pass Special Certifucation for land access this was BIGGEST risk factor gone//
The removal of "biggest risk factor" would surely have caused a massive re-rate of the SP. It didn't.
When Cabinet pass Special Certifucation for land access this was BIGGEST risk factor gone
Certification under Project of National Importance make this stronger for anyone who try to challenge this
Now herder compensation AGREED
Think it is easy from here but one who does not have patience for it maybe not so easy for them but for me is not problem with wise investment on analysis of all factor 🦉
Ojay - stop being a nause for the sake of it.
Getting the locals to give us permission has been the single biggest obstacle to MATD. For WOS to say "all we need is local permission" is a bad joke.
Doc: Once you get left behind you will better understand what that means.
"All they need is local permission..."
You make it sound so easy.
Looks like my post regarding Landicam has been removed - was it that bad? Looks like we have another bad sport on this BB. At any rate 2 (or more) posts of today are missing.
All they need is local permission RNS confirm & people will start to take BIG longer term positions for PRODUCTION START whenever that is for this year or next
They know REVENUE from production is gamechanger & unlock full development go forward
That is why I did buy more and understand how RNS will attract this more forward looking investor & RE-RATE price 🦉💰