Member Info for filthylucre

I can see why investors prefer the Telegram group to this crap.

Of course there’s a risk. You don’t buy shares and then automatically make money. We all know that but real progress has been made here with revenue producing fields in play. Chuditch is a work class asset and hitching a ride with Finder if it comes off is an excellent strategy. Further wells to drill in New Zealand and a significant percentage of the Sulu sea basins. Share price can figure itself out. So far, so good. But shock, horror it could all go wrong. If you want certainty. Savings account.

The longer than expected wait on Chuditch and the slow burner that is the Philippines possibly a factor. The company in better shape financially with high impact projects still in development. That’s how I see it.

Share price seems to want to revisit its decimal point days.

Thanks. Look forward to watching this.

Very good news. Talking about something which is absolutely critical if Chuditch gas is to become a reality.

I was simply using the interview by the previous owner in which he talks about stabilising future prices. It’s actually a smart move if you can lock in a higher price. If nothing like that has been translated to Sunda, considering the current prices, happy days. We benefit and we should know more at the presentation. You’re right. Recent statements from the company do talk about benefits from the high price of oil. Thanks for reminding me. One less question to ask.

Bordsaci06, if the financial hedging contracts set up by Matahio energy and used to stabilize oil and gas prices are transferred to Sunda Energy, then current fluctuations in the oil price will have no impact.

Considering the recent news, this is a very welcome move. Look forward to the presentation and might post a couple of questions.

The great thing about Sunda Energy is, it’s not just about Chuditch anymore. New Zealand (providing the deadline is met) is a major development and changes the outlook considerably going forward. The Philippine licence work is also an important and highly anticipated project. Huge interest and potential for a farmout. . Chuditch has been a disappointment up to now but still very much in play and still with the vital support of Timor Gap and the government. The 3D seismic survey by Eni and Shearwater GeoServices offshore Timor-Leste (commencing April 2026) takes in a sizeable chunk of the Chuditch field. The survey allows for "fast-track" processing, delivering preliminary images to Eni shortly after acquisition. Things could very interesting on that front. So. Fill yer boots.

In an interview, prior to the Sunda acquisition, Matahio Energy CEO Wai-Lid Wong explained that the company used financial and contractual mechanisms to protect its revenue from volatile, dropping oil prices. By “locking in higher oil prices," the company ensures that even if the market price of oil falls, they can still sell a significant portion of their production at a previously agreed-upon, higher price. This strategy typically involved several components: Financial Hedging (Commercial Instruments): Matahio used instruments like derivatives, futures contracts, or swaps to fix the price of their future oil production. For example, they might use a "three-way collar" strategy (buying a price floor while selling a price cap) to protect against a crash while limiting costs. Contractual Flexibility: Their operating contracts contained flexibility to lower scope and costs when prices are low. Securing Revenue (Risk Management): By locking in prices, Matahio ensured they had consistent cash flow to service debt and fund operations even during market downturns.

In short, it means they used "insurance" (hedging) on their oil sales to prevent losses when market prices drop, sacrificing potential extra profit if prices go even higher in exchange for price certainty

https://energycouncil.com/articles/executive-interview-wai-lid-wong-matahio-energy-2/

A great time to buy. Good luck.

A significant piece of work which could further enhance the potential of Chuditch.

https://www.linkedin.com/posts/timorleste-energycircle-offshoreenergy-share-7449728274542374912-nBFU?utm_source=share&utm_medium=member_ios&rcm=ACoAABH65KoBJzcC1pLX5i3mwzbCvbjspz8sRBc

Way, way too much negativity on here this morning. I think the AI video sets out the risks and upside extremely well (Philippines aside). The upside trumps the downside by a long shot. Chuditch delay is disappointing but Sunda maintains a positive relationship with Timor Gap and Finder is moving at pace to drill. It could even be argued the New Zealand acquisition is a bigger upside than a successful Chuditch drill. There’s been a seismic change in the company’s fortunes. Hasn’t fed through to the share price as yet but investors can sit back, watch and wait with much greater confidence going forward.

Well done Andy Butler and the team. Been a long time coming.

Based on the acquisition announcement from April 2026, the newly acquired New Zealand fields (Matahio Energy NZ) reported a total revenue of NZD 35.13 million ($20.07 million) for the period ending December 31, 2025.

If energy prices remain high in 2026, Sunda Energy's revenue is expected to be maintained or improved from these levels.

April 8, 2026, London-listed Sunda Energy Plc signed a deal to acquire producing oil and gas assets in Taranaki from Matahio Energy. The deal was announced publicly on April 9, with an effective date of January 1, 2026.

This was not speculation.

This was a transfer of control over producing assets:

* Cheal, Cheal East and Sidewinder fields

* Existing infrastructure

* Around 1,000 barrels of oil equivalent per day production

And the price? Low. Very low.

This Isn’t Investment — It’s Value Extraction

These are not risky frontier assets.

They are:

* Proven reserves

* Existing production

* Installed infrastructure

Being acquired cheaply in a tightening energy market.

https://www.elocal.co.nz/Article/8107

Correct. That’s a strange omission. Philippines. An important one too. Risks certainly get a good hearing even if it starts out with bullish intent.

Some great research on here. Thanks BOB and others for posting. I’m still digesting a lot of it. Troutface, AI generated video, objective and very detailed summary of where we are. Great stuff. Bullish as it is, the risks caught my attention, especially the upcoming elections in NZ. Still, a must watch for shareholders. Food for thought indeed.

5p. 10p? What company is this?

How could anyone write this ?

Bizarre.

Https://www.linkedin.com/posts/introducing-the-new-zealand-assets-ugcPost-7447623488556797953-WhUc?utm_source=share&utm_medium=member_ios&rcm=ACoAABH65KoBJzcC1pLX5i3mwzbCvbjspz8sRBc

Sell your shares and give us a break. Telegram is very busy today. Full of insightful debate and comment. As it should be with this complex and company changing news. Finally a revenue producing company with great potential in a number of areas.