The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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I think they do not need a raise before LP granted as long as they do not invest in renewables any further.
A normal CEO would not invest anything from here untill they play Ball. Ie my base case :next news positive and long here from 2.8...
But this is Matad and MB so you can not go by logic alone unfortunately ie not a big position as this remains a gamble
Not sure I agree Investor. If all other issues are agreed, but its just a bit of (interminably) slow admin then it WILL just be a question of time. If however the Dornod guv is still fkn about playing politics, that would be more concerning to me personally.
@Aeschylus : Well I guess that would be the worst case scenario, and would prove again how Mongolian governance and its sclerotic ex-Soviet bureaucracy is not fit for purpose, so therefore foreign companies and investors should steer clear of the place....
Sounds good, but what if the problem is stage 1? i.e the Finance Minister's hasn't yet approved the non standard compensation payment mechanism?
Professional : Assuming that some of the 4 items mentioned in the last RNS have been completed, but let's say not all of them, then they may release an RNS outlining what has so far been achieved, and then making positive noises that the other stages are imminent etc. That would be better than keeping everyone completely in the dark and then trying to do a raise.
Agree investor: I also think they will ( and should) use good news for a raise. So i for one will be selling below targets seen here ... .
Also possibility we get no LP (On time) and they announce raise below 2. That would be a top up moment for me ( depending on extra info ofcourse)
Professional : They have form for bringing out the good news followed immediately by the bad news. So when the exploitation licence was granted a raise was announced straight afterwards on the back of the price spike to about 8p. And when the special purpose designation was granted they announced the Velo duster straight afterwards.
I suspect that something similar will happen if the next RNS is positive, with the likes of Hamm bouncing around shouting " buy now guys before you miss out - this is a definite multi-bagger from now on. Last chance at this price..."
Research and Hold : "RNS maybe next week - oh dear now I’m going to be attacked if it doesn’t happen as I predicted"
No. No-one is going to attack you. That's just being silly.
What people are aggrieved about with WOS is his incessant "holding court" with his one sided, blinkered and patronising debate, stating ad nauseum that we will get a company making RNS IMMININANTLY
And has been doing so pretty much every day for the last year.
We will see any contrition from WOS for another failed guarantee? Of course not. Just more attacks on those who have been right to be wary.
And yes, GCM looks to be his exit strategy from this board.
WOS has got a new baby. It's called the GCM board and with their late reassuring RNS last night he's already doing much better there than he is here.
Investor you know the answers....
Raise: yes
When and what level depends on which rns lands first.
No need for more "research ". This the matad aim gamble.... lets see
Same here WOS keep posting, stay on MATD board and refrain from other boards. You post valuable info. Don't let certain posters try to hound you off here and take control of this BB for their own agendas
Researchandhold - you covered yourself with the caveat 'maybe' so you should be ok.
WOS, Enough with your BS!
WOS - do you think that the DQE agreement completely excludes the likelihood of another raise if a positive RNS is shortly released ? I would like your opinion. I know MATD stated that they had enough funds to last until July. Surely though, even with a DQE agreement they will still need some funds themselves to help roll out a drilling programme ? Or would they ?
From what I remember, we never had definite confirmation that DQE had actually signed the contract - wasn't it just with DQE, and awaiting to be approved last time we heard ? Do MATD need the LP in order for this agreement to be concluded ? Or was there another update which I missed ?
2.70 now WOS. It is now back into my trading box as predicted.
I will take some today below 2.80 and wait for that RNS you promised.
(PS - Copl still alive somehow)
I think WoS will be gone as his paid ramping contract will not be renewed as of march 1. Wos has always been wrong and irritating but important from payer point of view: ineffective and useless for further pump and dump.
I think we will get a new character. Not sure on ramp or deramp side. Lets see
WOS- I value your research and hope you’ll still post here .
RNS maybe next week - oh dear now I’m going to be attacked if it doesn’t happen as I predicted . 😁
3 Scenarios Prof:
1 - RNS tomorrow
2 - The RNS system has malfunctioned
3 - WOS's infallible "intel" system has malfunctioned
GLA.
1. No RNS
2. Promisses from WoS which hé will not keep.
Yawn. We already know we will not get RNS as Wos is always wrong
If hé stops promissing things... something might actually happen here . Lets focus on investment.
No LP: worth 0
Header say ALL!
I do not need to post but do this because still decent one here who focus on INVESTMENT - you will find other who will try to keep discussion on Emotion, name calling & hysteria.
We all know why & also why they on BB every day when they only talk negative about company - YES?
They really shoot themself in feet - if they focus on INVESTMENT they see how all pieces are set for massive growth supported by Govt, Strategy & JV partners. Plenty of time in Drilling Season but "soon" must mean NOW or they will have tantrum lol.
I will still be holding my shares in few years. Do not need to take little bit & jump to gambles on Aim - we see how ones who did come here to BOAST did end up losing after because companies they gamble with Heavy debt / no production.
Anyone can see how big RENEWABLE will be AND all different financing for this which I see every week - and big domestic market & Massive China energy export market (with capex financing also).
Mining Minister in Canada at major conference to attract foreign investment - you will see how this link up with New Block JVs & where IOM meeting come in.
Heron will be producing this year and will see full field development 7,000-9,000 build up over next few years with DQE partnership.
Dividend will be introduced to give back ROI to Petrovis and bring in big Institutional Investors.
Mongolia will get domestic fuel independence thru partner Petro Matad which it need.
Petro Matad will develop into Multi facet Energy Company with major shareholder value from this price entry.
Posters on BB who have talk share down and now talk about there sells price and who are afraid of anyone who focus on INVESTMENT have own little petty agenda we know lol.
They say "but no LP yet blah blah...all your fault you told us blah blah" 😂 butbthis is OPPPRTUNITY NOW!
I do not need to post and will stop I think . My investment timeframe is long anyway & for DIVIDEND REVENUE!
Will leave little cry baby posters to say what they want. I only did try to post as service to REAL Investors & to keep FOCUS ON INVESTMENT!
Karma is good, be WISE 🦉
I think very obvious lol
“Now people bullying wise lol”
Cybertron with a late entry for joke post of the day! WOS is the biggest bully on here. Subtle, sometimes. But a bully. Today, “small” PI’s know nothing.