Member Info for Krok

Why raise so much when only $20 mn were required?

Why the price is lower than in the previous raise just 3 months ago?

How much time it will now take to sell the newly issued shares by those who want to exit for a quick profit?

Unbelievably positive comments for such a sh@tty deal

Yes, there is a couple more. What will you do if there is actually a raise? Will you publicly admit here you’re an idiot?

Looks like a massacre. What’s going on? Are we going to have another equity raise at below 1.3p?

So only $27 mn of cash left. That would cover a few months, maybe up to half a year if the single line continues its operations. And then what?

Yes, back to 1.25p!

Who cares about profit when there is a question of survival

FXPO is now loss making anyway

Maksym, what you are saying is that PPMP owes almost $700 mn to its parent company. How come?

So today’s cash balance is likely less than $40 mln, and the claim is in excess of $100 mln

As at 31 December 2025, the Group's net cash position was approximately US$47 million (30 June 2025: US$50 million) with lease obligations subject to potential final year-end adjustments, and no debt.

They no longer have sufficient cash to pay the claim and its remaining part is being spent every day in the absence of revenue and VAT refund

FXPO is just unsinkable, should be trading at half of its latest trade

I think getting a TO offer this year is not in Kefi’s interest at all. If it happens, it will most likely be within 3-4 p range. Then it remains to be seen what % of shareholders would accept such an offer.

If the offer is actually accepted, then kiss all future upside goodbye

To be taken over at 10p, the share price has firstly to climb to 6-7p

Dreaming about 10p when the sp is below 2p is more than delusional and more than wishful thinking. It’s just nonsense

Pilsbury, if there is no “really positive RNS” in March, would you expect one in April? lol

Mongolia's oil production has halved over the last 10 years and currently comprises less that half of refinery's capacity

This trend in production decline is not going to revert any time soon. Production most likely will be between 12 and 15 kbopd in the next 5 years

Therefore, Mongolia will have to import crude oil instead of oil products it imports now

Even if there was a real intention to significantly boost domestic oil production, without doubt it wouldn't be MATD who would make any meaningful contribution, lol

To make anything meaningful from MATD's asset, it should be nationalised first and then be transferred to someone more credible and professional

There hasn't been a JV/FO deal because MB has been unable to fool industry players like he has done with shareholders

Oil and gas companies sign an NDA, get access to geological data, review it and just walk away. Because it is not worth the effort

MATD’s block is a high-risk low-return asset with poor economics. Mediocre porosity and permeability, poor flow rates, high drilling costs and costs of development. The result is a questionable NPV

Add, on top of that, dependance on Petrochina, Mongolia’s red tape, permanent delays, harsh weather conditions, remote location and all other issues MATD has been facing, and the picture becomes crystal clear

Therefore, I insist (and happy to bet) that if there is any farm-out deal, it will be done at a valuation close to MATD’s current MCAP. The latter reflects fair value of company’s assets pretty well

Mind you, even such a deal is going to be quite a challenge for MATD and there will be no queue of genuinely interested parties

Can’t wait the deal is announced to see the humiliation of all idiots here who are waiting for a game changer

MATD has just lost 40% of its mcap on the expectation of a truly transformational farm-out deal. Speaks for itself what a game changer it is gonna be

This one I liked the most - Asset Value $150M-$300M. Source: Mike Buck.

Who gave money to these idiots?

Jokes aside, I think it is the reaction to a highly dilutive farm out deal to be announced soon at a valuation of $20-30 mn

The price is finally below 1p

Time to double the efforts to let everyone know about the huge potential in MATD stock!

Come on, guys, you can do better!

There has been a classic short-lived bubble in gold, silver and a few other commodities, which will no doubt evaporate soon. Expect gold to return to reasonable levels around $2,000 in the next few months

That said, this wouldn't change KEFI's long-term fundamentals and economics. I am long 5 mln shares and will buy more if we go further down