Member Info for Adw198

So when Thorn finds fault that’s all great. When Thorn himself repeatedly makes false claims and get corrected he dismisses it as nitpicking.

And Thorn can tell us about Rockhopper and his other (former) investments too, but he’ll tell others to concentrate on MATD.

Gotcha! :)

@WOS no mate I don’t want to paste the rest of your post trying to justify why this going to 13 bag within 11months. You cut and paste it enough already and such a claim is so far removed from plausible reality it lacks any credibility.

I’ve looked back an see you say

“In the Oil Sector in Mongolia there's an Operational Hiatus that starts around about now (Nov) and lasts some time into MARCH or APRIL"

Which means they’ll be no remediation work on H1 +H2 till then. So just 200bopd at best till then. Makes it hard to plan the full year plan

@Wos

If I read your post correctly you’ve said May, is that right?

You also said you “expect 20p+ within H2” so forgive me for taking what you say with a pinch of salt as I think it’s unlikely we’ll 15bag within 12months.

Fair post that Abzzba - I agree they’ll have to assess what they think they can get out of it against the cost and opportunity cost.

I don’t know when the winter season ends there but presumably MB must be close to having a 2025 plan in place as per the November RNS

I don’t think spouting nonsense on a message board impacts the price, no. You obviously do which explains why you talk rubbish here and then attack those who pick you up. Is that why you lied about matd getting £5m -£10m winter revenue - or are you really that thick?

There’s nothing I’ve said you can quote me on as factually wrong, it’s just opinions you don’t like. You didn’t like them when I was invested either.

Yes you’re being an utter d I c k posting there just because you’re annoyed with my analysis here.

I’ll post where I want, but as I said yday I’m more likely to post here when I see false accusations being made about me, as happened yday before id posted anything.

Anyway, back to the company. February should see a big move one way or another as they either confirm a Chinaman has found his pen and signed the deal, or we hear another excuse. On balance, I expect it to be signed but the export licence troubles me, we’ve been given mixed messages. Other views welcome.

It is personal Tenbag, you’ve already said that and all the grown ups on that board have spotted that already. So that’s another outright lie isn’t it.

You’ve lost a lot of money and called this wrong, but don’t shoot the messenger

Thanks for acknowledging my analysis here. I think discussing and disputing views (and especially false facts) you don’t agree with is the purpose here. If you want to log on just to name call and disrupt then that’s not productive in my view, but you do you. You certainly don’t offer analysis or discuss the company.

I’m here as a former holder - you’re on Thx just to disrupt. No, nothing you’ve said there is bad and if you’re genuinely interested I’d happily explain the set up. But your not are you, you just want to disrupt to punish me. Another toddler tantrum. Don’t blame me for your losses here - try to learn.

Shows how insecure you are to think writing “It’s a strong sell for me” over there will affect the market!

You’re just dismissed by the grown ups as a childish idiot. And eventually you’ll get booted off LSE because they’ll see you’ve said your intent is purely to disrupt if you don’t like what you read. Get back to Telegram mate that suits you perfectly

@gravy train also now showing himself to be an utter d I c k by trying to ruin the thx board.

Gravy train is another who never actually gives a view or analysis here - seems to just want to have an argument and revels in the name calling.

If the intent is to bully me into not posting here it won’t work. Wrecking that board won’t impact my investment. Even if it did I’m too stubborn to let these brats win.

So, back to the company and back to the question as why the Mongolians would be so keen to help export oil instead of stockpiling / agreeing an offtake agreement themselves - any answers yet?

@gravy

“I have to say though Adw, it is bloody annoying to have someone constantly negging something you are invested in”.

I get this. I’d also find it annoying if someone was pointing out risks and analysis on a share I was invested in. Ultimately i guess it depends on the validity of the points being made and your assessment as to how much that might impact the SP.

Tenbags routine on THX has just made himself look an even bigger clown- I’d invite all to check his comments over there. Not many left as most got deleted presumably for being deliberately and explicitly disruptive. When I invested there I specifically sought out the worst anyone could say about it. I want to make money not fall in love with a company.

And he’s your leader. No wonder you’re all drowning and in a state of panic here. Every single person here has lost (paper) money on MATD. Time for critical thinking lads

According to you Abzzba the refinery is ready next year.

So, at the risk of repeating myself, I don’t think it’s a credible story that they’ll simultaneously sign off on a deal to export oil in 2025 whilst funding us to produce more in 2025.

We’ll see who is right - all opinions fine.

@gravy I’m not sure of your interest in THX. If it jumped 20% I’d certainly take some profit off the table and have a punt here.

Ah ok Abzzba so they’re so desperate for our oil they’ll lend us some money to build wells whilst simultaneously signing off on us to send what we already have to China.

As I say, I don’t outright dismiss that theory but I’ll say that won’t happen.

If I’m being slow I’m genuinely happy to be corrected.

The question is why are they signing off on a deal for us to EXPORT oil to China if they’re so desperate for oil?

I’m not sure “Because their production volumes are falling because they've sucked so much out of their half over all these years Adw.“ addresses that point does it?

Yea Gravy I’m very bullish on Thx, which has risen since I bought it and less confident about MATD given its nearly half the price when I bought in. Is there a point somewhere you’re trying to make?

Re the Mongolians potentially funding Heron wells for us - I’m still trying to understand why, if they’re so desperate for our goods, they’d sign off on a deal to EXPORT it to China. It’s a genuine question - am I missing something?

Tenbag is the poster boy for the bull case. Runs a telegram group and here is repeating he knows how long I’ve apparantely known some anonymous posters on a message board - who he simultaneously accuses me of also being.

There’s no way this b e l l e n d has got an A-Level to his name :)

If they’re so desperate for our oil why aren’t they scooping up the stuff sat underground with PC? Instead they’re going to / or have signed off an agreement to export it?

Make it make sense?!

It’s an incredible set up. The only logical explanation for the SP is the Osun State dispute.

An RNS saying it’s been resolved favourably should / could see a 10-20% jump.

The Q4 financials could do the same.

Douta PFS…I’m always sceptical about delays and have wondered for a while if they’ve been trying to scrape up more resources to improve the financials. But releasing into this gold price environment could also see another mini re rate even IF it was underwhelming.

Then there’s the chance of positive drilling results at Segilola (and then Sierra Leone and / or Lithium).

The Mongolians fronting some money to get Heron producing isn’t a theory I completely dismiss, but it’s not something that I’d consider likely. Far from it infact. As far I know it’s not something MB has ever even mentioned. How would you envisage it working?

Meanwhile, because Gusto posted here Tenbag has dropped another 2 bits of spam on THX. What a temper tantrum he’s having - and this is the guy rated by Thorn as one of the top 5 posters here. Says a lot, lads! :)

He must be along way under water to have this level of meltdown.

As you say he’s been exposed as pretty thick and a brat. Funny to watch