Member Info for ManxKippers

Thank you, Cyberton. I agree. I was simply laying out my personal reasoning and justifications for investing.

The traders seek to create uncertainty and loose sight of logic.

All seems on sound footings and as long as the RNS and LP is forthcoming, then the 10p to 15p on the news seems quite right to me.

We will see and sorry if my counter reasoning to Professional seemed a little too speculative. I stick by it though!

yes, professional. i see that.

this goes down to almost a monopoly situation where a public private partnership initiative (pppi) arrangement is coming into operation. whilst a smaller country population, the natural resources are huge and export potential is massive.

a 50% ish share of 50% of the oil and gas reserves is still enormous.

the numbers are staggering as long as the lp is issued and the wells start pumping revenue.

a quick *** packet look will say an extraction with heron alone is going to be circa 10,000 bpd. a margin of $40 per barrel. that is $20 for 50%. that is $200,000 per day or $70 million plus of profit after costs. with a multiple of say 20, that values the company at $1.4 billion or just over £1 per share.

then you go to the really big fields....and you see where this can go.

plus renewables etc.

i am happy with my punt.

we will see. my average sp.purchase of 3.8p per share looks great to me.

sometime before the end of february for the lp is fine with me.

Conversely Professional, it is exactly as a result of this structure and set up in Mongolia that deters a lot of companies from entering the market.

We have MB, who has engaged closely within the complicated corridors of power in Mongolia, he has advised them and played an active part in the tender processes assisting the ministries of government. Or to put it another way, he is inside the tent p@*ing out!

It is exactly for this reason that the prospects for Matad are so exciting and good and why I have invested so heavily in this company.

Time will tell the wisdom of my punt, but to me this is all perfectly set up and ready to crank into action.

Happily seeing a SP comfortable at over the 4p mark with confidence and the price of Brent approaching $80 per barrel.

Good end of week and everything well placed and seemingly solid. More solid then I have felt for MATD at any time past. Exciting.

I don't think so. I think it is because there have been so many false Hope's and time frames that until it has landed and it is real with everything fully legally able to be totally operational, the SP will languish.

Once real this will be an absolutely different kettle of fish. That is what I think and hope will happen.

Sometime before the end of February. The sooner the better.

Exactly, Vikinglass. I have bought at around 4.45 and feel that just under 10% less than the share option price offered to the staff, this is a fair enough price for more.

Managed to buy another sizeable block of shares this morning. Not the cheapest but more on board the sky rocket still sitting on the launch pad.

Did anyone else notice the person standing by the screen, presumably giving the slide show, felt it was necessary to wear a high visibility vest!?!

I presume this was to get noticed....!!!????

Yes, WOS. MATD feels right and looks as though it will be coming in soon.

The couple of gentle drops on X over the last few months reporting presence and activity on the ground in Mongolia also suggests a degree of confidence in the company's place and function with a strong future. We have all, including myself, criticised MB for such a long silence, which I have always felt has been caused by the nervousness of the delicately poised situation with the environmental campaigners and complicated politics with a lack of legally laid routes in place to get to where they need to be. But as my father always said, "When in doubt, do nought!". Now we can start to really sense, almost certainly know, what is about to happen.

The bear is waking up and boy, will it be big when it comes out of hibernation! Let's hope there is now nothing that can stymie this sense of imminent success now!

Agree Symph7, also with Vikinglass.

This post is good to see the operational background agreements are being revisited, tweaked and sorted to ensure a quick transition into production. All of the ducks lined up in a row and ready to go quackers!

This doesn't change the fact that the LP is not issued and still delayed. But once it is, this should make everything quick to turn on.

A good release and piece of intel and all looks to be in the right place and happening, awaiting the main event and that RNS. It could be this week, next week, whenever. As long as it is sometime before the end of the hiatus winter freeze down, then that is great with me. I would like to see the RNS before the end of February. Nothing will be lost as long as it is issued before the end of March or mid April! But we do have elections in Mongolia in June and it would be best to have everything safely in the bag before there are any other reasons or excuses for delays. The sooner the better for me.

Thanks, Donkee, for this intel.

They seem to have not materially sorted anything out yet and have not suggested any resolution is close to hand. Therefore my hope for a good RNS before the end of February still seems about right.

Bluntly - is there a mother of all wars brewing here and about to kick off!!!!?????

It certainly feels very very imminent.

Good post Cyberton.

Exactly right and better put than my weak leadership and woke liberalism notion.

There is strong and clever leadership going on in the east. Tight rules.with boundaries where people know who they are and what they are doing and why.

The West has lost that and we are blindingly vulnerable.

Researchandhold - you are absolutely right.

Bad nights sleep, too many plates spinning, too much thinking going on in my head.

As stated, all a hypothetical outcome and if linked together with all of the pieces forming a new order , then totally possible.

Let's hope not. Time for LP and new locks and renewable and pumping revenue and intergalactic super warp speed SP price rerate.

Yes Jamins. Sub £40 million and off the radar. But a very easy target to strangle and cut off through sanctions or simple invasion. Nothing can move out of Mongolia unless through China or Russia. If China decided the minerals and natural reserves are too valuable, they could take over Mongolia in a day as they did with Tibet.

Things are shifting and not nicely.

I posted re the merits of AIM vs US for company listing.

My other concern is the shifting of the world order. The world is in the most dangerous place of my life right now, and I have seen too many decades for my liking!

Concerns are based on the line that seems to be forming from Russia Ukraine, down to Israel Gaza with pent up anger in Syria and Iran and into Turkey, now affecting the Red Sea. Pictures of Putin with the Ayatollah of Iran and the oil rich Prince in Saudi Arabia. The oil controlled to the East of this line holds the West to ransom and they talk of a small spike due to the Houthi attacks. Yemen is now being dragged in and the weapons come from China. The trade route is being threatened.

Most western democracies have become so liberal and weak, they are in a mess. US President and future President looks hopeless, UK government is going to collapse and a new dawn is starting on their streets with real problems that stretch across europe too, where the EU are also in a mess politically and can not seem to defend Europe by supporting the Ukraine properly.

Then we have our huge potential lovely investment in MATD, a nice AIM listed IOM based oil company courting the corridors of power in Mongolia with huge sizeable reserves of black gold. As I have stated about a year ago, Mongolia is sandwiched between China and Russia who both seem complicit in ensuring the balance of power shifts from the West to the Saudis, Russians and Chinese and quietly including India. China has agreed with the Saudis to price oil in Chinese Renminbi(RMB) which they fear will undermine the US$ a bit more. This is a first and a huge thing.

All of this leads to a lot of head winds with our investment potentially behind enemy lines and looking very very vulnerable.

I am not seeking to be a suicidal doom monger, but this is all happening and nothing I have stated is factually false. There are dots and if they link together and hold, we could be in a bad way here!

Thoughts anyone?

Interesting things happening.woth the UK stock markets failures after Brexit. UK stocks looking cheap. Moral crusading investors seeking to avoid old stocks. UK pension and investment firms that used to own 44% of UK stocks now own just 4% of stocks, meaning UK listed stocks are cheap and easy to pick off by foreign companies with money who can see their real value.

Should MATD stay on the London AIM or consolidate shares with a 1 for 50 consolidation and be on the NASDAQ?

Views anyone????

Yes Pro. A true assessment of fact, but also to be balanced with a much larger potential prospect of real value. So I feel the company has a larger earning potential that is also a ten fold multiple. Therefore I believe the uplift potential is SP isn't diminished at all even after the dilution of shares through the raises.

We will see.

Herder says all! (Sorry, couldn't resist!)

SP looking so inviting again.....!

BP. Thank you.

One of the most educational posts on this BB in the last year! I didn't know the difference between pidgin having always thought it was pigeon like benjamincp.

Re SOON debate re the hopeful confirmation RNS for the LP and expected sp impact, I still hold that soon should be before the end of February. I am not worried by the day to day situations, just wanting and waiting for the red dot.

IF this doesn't happen by easter at the latest, then fear will start to creep in due to elections and potential stalling manoeuvres and this would worry me a lot.

I believe we are in the right place and nearly ready to go. Let's see.