Member Info for MisterPositive

Doc83

People have the right to change their mind. Re-posting Past posts from anyone does not make any difference to future Outlook of the company we are invested in. Sure people can agree Or disagree with others but need to back it up with their reasoning of such assumptions. People are mature enough to make an informed investment decision themselves.

I will be upfront...been in and out of this share over past 4 years mainly due to widespread frustration caused by delays but future Outlook and Massive Upside is still intact.

That realisation is approaching fast now. Nobody wants to miss out on the huge re-rate and thats why we are all here coz this moves Up without any warning.

Do enjoy the back n forth banter though along the way to keep the spirits high.

Good luck to everyone here.

I think the header is bit harsh and unfair.

WOS might repeat things but also adds valuable points from time to time. Reminders are needed for all existing and New investors watching this. Some folks who were here back in 2017 full well know the Potential and upside here.

Repeat marketing is pretty common as evidenced by those annoying Google ads that keep popping up on this page OR those Big multinationals doing daily repeat advertising.

Thats how the Human Mind works. I rather have a busy board instead of dead board with no activity.

Do your own research, read the past RNS and enjoy the upside that is to come. GLA

Very appropriate header. Sums it up nicely.

MATD will soon be revisiting GLORY days like back in early 2017 without any doubt. Patience about to be rewarded "Many folds". Market will pile in coz nobody wants to miss out for sure. GLA

Block XX Exploitation licence was granted in 2021 with 2 further extensions of 5 years each at the end of 25 years.

Given the delay in starting Oil production, will they add 3 years lost to the 25 year period?

Yes. Huge upside from here on waiting to be unlocked that has been trapped here over last 4 years since Heron Oil discovery in 2019.

Hence the next move Upwards could be fast n furious knowing how fast this moves. Time to add or accumulate coz this can get to Double digits price in a hearbeat.

Getting new Blocks awarded close to Multi-Billion barrels Chinese oil producing basins would be awesome and will defo add lot of value to our Market Cap.

Heron Oil production and Revenues remains Priority.

News seems to be very close now, finally.

Agree with others thinking about a possible JV with Petrochina and PetroMatad for the New Blocks. Petrochina coming on board and doing all the heavy lifting in the 2 new Blocks while PetroMatad focus on ramping up production volumes at Heron oil field.

Dont forget Petrochina production been declining from their Blocks 19 and 21 after peaking at 25,000 bopd many years ago. So they need to find new discovery. Our Heron Oil field in Block XX should fill that gap.

Current MCap is way too low and trading at a Huge discount to fair value.

Yep. Seems like Herders have finally received payment that MATD paid off.

RNS this week pretty much on now for official / formal Land permit granted for things to progress ahead finally at Heron Oil field.

MATD price estimates by Alpha Spread using DCF valuation method are as follows:

Worst case.....18.84 pence

Base case......26.53 pence

Best case.......44.12 pence

According to analysis by Alpha Spread below are their price estimates under each scenario.

Worst case....9.48 pence

Base case.....13.33 pence

Best case......22.13 pence

Current price trading @ 81% discount to Best case

and 69% discount to Base Case valuation.

With production cuts looming, Oil forecasts revised higher to $95 / barrel or higher. Heron valuation should be revised higher from $70 to $95 accordingly.

Gazelle-1 discovery in Block XX still to be followed up once Heron Oil production comes online.

The most important petroliferous basins in China include Tarim, Junggar, Turpan, Qaidam, Ordos, Songliao, Bohai Bay, Erlian, Sichuan, North Tibet, South Huabei and Jianghan basins.

Mongolia - The next frontier with untapped potential Billions of barrels of Oil still to be found just like above Chinese proven Oil basins.

Added few more just now @ 4.22

But now can only buy £100 worth....WTF

Have MMs been filling a big Buy order since yesterday? Look out for any late reported trades after close today or Monday as they can delay publishing trades by upto 2 days.

New Blocks next to proven & producing Chinese basins and Oil fields adds a NEW dimension.

Chinese basins with close to 40 Billion barrels combined clearly suggests there are Billions more barrels on Mongolian side which has been largely unexplored since Soviet days.

For the 2 NEW blocks Petro Matad picking up, they could either go alone from Heron production revenues OR as a JV partner with Petrochina or a different foreign Oil conglomerate looking to enter Mongolia, KNOC or Malaysian Oil Major etc.

Price is not going to stay low around 4p forever. That is for sure. Excellent entry price this...you can decide on your Exit price.

Agree. Phased ramp up of Heron Oil field from costs to DQE being paid from Heron production Revenues gives a more stable and solid arrangement for both DQE and MATD.

Good to see Local Govt and Central on the same page now despite past shenanigans with LP. This is needed for Mongolia's Industrialisation and Urbanisation same way China rose to becoming the Economic power it has become today. Mongolia would be looking to follow China script with the help of Chinese Conglomerates and Foreign Direct Investment.

As Carpenters song..."We Only Just Begun"...

Nobody in their right mind would short this especially at this stage with news updates due. We all know how fast this moves with multiple intra-day auctions we used to get when this ran up from 4p to 35p in just 4-6 weeks in 2017.

Each to their own...

All at 4.14 pence are buys.

MMs putting them through just below 4.15 mid price. MMs in collecting mode. Watch them take it higher later once they collected enough shares.

Time to add / Accumulate...we about to shift gears

We have 2 TVR RNS recently.

I reckon TR1 is due...

Reckon we could have a crack at 5p tomorrow. Been gaining bit of traction last few days.

In my opinion this would be heading straight to 15p or higher after LP officially is in the bag.

Too much risk to be sitting on the fence at the moment and missing out on a quick re-rate which has been brewing. 😁