Member Info for Positivevibes

Great news on the lease agreement and now paves the way for the Finance package to be confirmed & effected, with the site 'shovel ready' for construction.

We been told that the Management are already well advanced with the financing negotiations and offtake agreeements.

Still no where near a fair valuation for the largest lithium refinery in all of Europe.

Onwards & upwards for ALK

ALK will properly break out over the coming weeks and months leading to £248million funding while I'm advanced offtake discussions

The only company I know with a 3.9bn NPV, about to fully funded to generate 600mil revenues for the first 2 years, then a billion+ revenues annually then 2.4bn revenues annually - over 30 years

The largest lithium refinery in Europe with a strong and credible investment case to have a 1bn+ mcap in 3-5 years

What will they be worth after the £248 funded in Q1 - and then when offtake lands?

https://www.gov.uk/government/publications/uk-critical-mineral-strategy/resilience-for-the-future-the-uks-critical-minerals-strategy

"The urgency to establish independent, sustainable, resilient supply chains tonl ensure national security and the sucess of the nations net zero plans"

How else are the UK going to meet there net 0 plans with ALK ahead of Britishvolt and green lithium

Ibiza, I'm not telling anyone what to do with their money but you seem to be trying your best to.

As in your post on Sun 15:01, you're EXPRESSLY telling people to 'hold off buying', 'stay away', 'pray you wont get burnt', etc, which is perhaps more telling regarding your own (selfish) motives.

I prefer to rely on ascertainable intel from accountable sources, rather than cloak & dagger conspiracies, trying to attack me personally or claim insider knowledge or other such nonsense, to facilitate those motives / trading agendas.

I'm sure the vast majority of BB readers would appreciate the same, as it's more useful for objectively assessing the investment, which is why we're here.

Regarding the MATD investment itself, If we take on board the OFFICIALLY released facts re: Velociraptor ie ALL PERMITS & EQUIPMENT IN PLACE, we may with some conviction and reasonable expectation, expect the share price to be moving significantly higher leading into those operations?

That's even without any other developments on other company operations.

I'm not going to get into any further discussion with you, as you try to mitigate your own highly questionable posting.

I'll continue posting here as I see fit, referencing the CURRENT situation with ascertainable intel and let people arrive at their own conclusions re: price trajectory going forward.

Please dont expect any further responses to your conspiracy or other such nonsense / flights of fancy!

Regards.

Those aren't my words in the header and the relevant metrics / strategic development underpinning that sentiment, can be found within the respective Research notes / linked presentation, amongst other resources.

Research it yourself - the investment warrants the time spent in doing so.

- Full Planning Permission Received for Europe's LARGEST Lithium Hydroxide refinery.

- Suppying projected Massive Gigafactory and OEM Demand. In Advanced Offtake discussions with Both.

- Currently ZERO Lithoum production capacity in Europe with demand projected to be 325,000 tonnes p/a by 2025 to service 700GW of Gigafactories.

- China controls 90% of Global Lithium Hydroxide /Carbonate with 100% domestic use projection, in line with its 2060 Carbon Neutral goal.

- TVL 'shovel ready' to build new, fully approved plant, generating over 1000 local jobs

- Supplying 15% of European demand by 2030

- Powered by low cost renewable energy, reducing operating costs - partnership with BP

- Feedstock Profile flexibility mitigating supply risk profiles

- TVL Contracting with Western Australia mining companies re: Primary Lithoum shipped directly to TVLs facility, rather than pre conversion Spodumine to China.

Revenues- $71Billion over the project life.

The 'Gaping Chasm' reference to current mkt cap v potential valuation becomes glaringly obvious.

https://www.share-talk.com/alkemy-capital-lon-alk-shares-still-undervalued-for-position-traders/

Subjective conjecture aside, and getting back to a pragmatic investment assesment consistent with known facts supplied through official, regulated channels.

The potentially company / country impacting Velociraptor drill is ready to commence in the coming weeks (as per header tinwframe), with 'all permits & equipment in place'.

That will progress and provide a defined focus for investor interest and beyond any other operational initiative related to Heron development etc.

Regarding Heron, we need to await the official RNS confirmation of the Special Designation LP, which it should be noted has already been cleared by MRPAM.

As the Deputy Prime Minister stated only this Friday re: Energy shortages / reliance and linked in the article by Horsers

"If everything goes well, we are looking at no more than one year to have our economy in MUCH, MUCH better condition".

That conveniently feeds into the Petro Matad's operations to develop Heron, where we already have oil and where further Appraisal & Exploration upside exists.

The Mining Minister has stated the Special Designation LP to be issued at any time within the coming few weeks (refer directly to MBs comments in the Presentation) and Mike Buck expects it any day now. Of course, we still need the RNS to officially confirm it.

Prior to the Exploitation Licence issuance, we had a so called 'in country expert' emphatically stating their contacts had told him the EL would no way be issued that year - it was issued a few days later!!

Every BB has them.

However and going back to the opening point, we have everything already in place for the Velociraptor operations (that's not speculative but confirmed) and the Newsflow we can expect from that going forward.

Additionally, we have a raft of potential newsflow on other matters that could drop at any time now - Heron LP / DQE / Advanced stage Renewable Partnership talks etc.

That's an objective assesment of operational status communicated and perhaps a better foundation to assess the investment, beyond any allusions of special 'inside knowledge' or personal dislike of Mike Buck etc.

Regards.

I don't think we should expect any dividends from production as revenues will be used for expansion.

Mike Buck will be looking to grow Petro Matad into a mid tier O&G outfit.

However, on the flip side Petrovis, the largest shareholder, will be looking for an eventual return on investment

Fortunately the company have a well defined, accelerated growth strategy working with interested potential partners, so a couple of years down the line is feasible imo but lets see.

Lets get production up and running to fund expansion first, which should see a major appreciation in mkt cap.

We can then look at what will likely be a huge eventual yield compared to the current share price and for those of us holding stock at that time.

Regards.

The meeting with the World Bank Country Director took earlier today

State Budget source link

montsame.mn/en/read/308135

The markets across the board are down today, so not surprising to see some price slippages across almost all stocks.

I doubt that will have any impact on the overall uptrend for the MATD share price.

Apart from the multiple imminant Newsflow & Operational rollout due, we have a potent macro economic landscape which should greatly favour Petro Matad and its shareholders.

Renewables - Mara K Warwick (World Bank Country Director for China, S Korea & Mongolia) meeting at the State Great Khural in Uluumbaatar

"I am pleased to announce that the World Bank will launch programs in 2023 to strengthen good governance, encourage the use of RENEWABLE ENERGY and tackle climate change issues".

'The World Bank is paying particular attention to small & medium sized enterprises....emphasising laws & regulations passed by the State Great Khural correlating with the World Bank reports & recommendations, commending Mongolia re: legal reforms' (to enable said business activity) (paraphrased from the longer statement). Source: montsame.mn/en/read/309886

That feeds into the current Petro Matad initiative in that sector and current 'Advanced stage' talks with established potential partners in the space.

Regarding fuel, "the decrease in diesel fuel imported from Russia poses a potential fuel shortage" with supplies currently imported from China & Russia. Source: montsame.mn/en/read/309793

The dependency on foreign fuel is an obvious burden for the country and hence the Govt prioritising local production, leading into MATD's operational privatisation and Mining Minister's statement re: imminant Special DesignationLP issuance.

This us all against a backdrop of a dire economic situation for Mongolia, as reflected in the State Budget.

MATD are very well positioned with justifiable confidence for a major Re-rate immanantly due and off multiple near term news releases.

Research the points independently, which should clarify the excellent position Petro Matad are now in.

Regards

There's an abundance of posters on all BB discussion forums, unable to address specific points on an investment, instead attacking the poster.

'Paid ramper'? I presume the suggestion is being paid by Petro Matad / Mike Buck, hence constititing market manipulation and a criminal offence!

Perhaps that poster needs to grow up a bit and attempt at least, to engage in an objective discussion of the actual investment, which will be of more use to investors.

The original posting of the '20 Working days to LP' incorporated the background context as well as the link to the presentation. Subsequent references to the timeframe should refer back to that.

That's unchanged and again, from the statement by the actual Minister of Mines and not some junior unnamed beauracrat.

As we also know from the presentation, previous guidelines to resolve the LP at the local level are now being overruled to resolve the issue at the Ministerial level, hence understanding previous delays and the Minister's statement / timeline for imminent issuance now.

We also have Newsflow expected on

- the PetroChina discussions on Oil processing, export & sales.

- Advanced stage talks with Tenewable energy partners, looking to benefit from Petro Matad's in country experience.

- the DQE partnership, the company already supplying the drilling equipment and in final stage discussions for a multi - well drilling program

- Velociraptor operational advancement

A raft of RNS that we can reasonably expect and beyond the imminant Special Designation LP release.

It's of note that the share price is almost perfectly mirroring the previous historical price move of sub 3p to 9p, with a strong initial push, very short pullback and then highly aggressive price hike upwards. That all within the space of a few short weeks.

It caught many investors out previously and expect it will do the same again, if indeed the price moves as expected.

If anyone wants to sit out, great, it's not my investment decision to make & each to their own.

However, given the various factors feeding into that expectation, I fully expect a similar push to exert itself after the short pullback and certainly comfortable holding at this critical stage in Petro Matad's development.

Regards

88E

No problems at all and the post stated 20 'working days'.

Its important to acknowledge that the timeline is inferred from the statement from the actual Minister of Mines and not some junior beauracrat.

MRPAM have already sanctioned the Special Designation LP, so we can look to.it as a very reliable timeframe aforesaid LP issuance.

And of course we have the other Newsflow & build up to Block V, which is ready to go.

Regards.

The timeframe within 'the next 20 working days' effectively equates to the time period stated by the Minister of Mines.

It's completely accurate referencing said timeframe given by Mije Buck in the presentation and I expect that RNS droppong between now and then.

Regarding thecdownturn, shares dont go up in a straight line but experience periods of healthy co consolidation.

I fully expect this to co ti ue its trajectory upwards, based on solid & imminent Newsflow expectations

Regards

88EE

It's in the latest presentation with the new Mininig Minister stating he's well aware of the problem and giving that to.eline for it to be fixed and the LP granted.

That should be at any time now within the next 20 working days, along with the other Newsflow expected near term.

Regards

Just to be clear and referring again to what's been officially stated.

Petro Matad DO NOT need local permission re: land access.

They are overriding any local permissions via the Special Designation LP, which has been cleared by MRPAM and has been stated by the Mining Minister, will be issued within the next 20 working days, on the timeline referenced.

A Special Designation doesnt require a change in law, although that's a seperate line that's progressing to circumvent future such issues for other companies also.

The land access issue originated with a change in law in 2017, with the GoM initially asking Petro Matad to effectively 'sort it out at a local level'.

That's been seen to be non productive and why we now have direct intervention by the Minister of Mines.

Mike Buck, whose in constant comms with all relevant departments / personnel expects it to e issued 'any day now' and within the 20 working days referenced- it could quite literally be tomorrow.

In the meantime we're well funded, have all permits & equipment in place for the upcoming Velociraptor drill and have imminant RNSs due on several other news fronts.

It's actually good to see some intraday consolidation and which will support a solid platform for the next pronounced push upwards on the above very near term news developments / expectations.

Regards

The Charts looking very strong for MATD, as the price has confidently breached the minor resistance at 3.30p, with an intraday re-test and strong buying pressure exerted off that.

EMA9 crossing above the EMA20 and well spaced, with the next major resistance on the monthly timeframe at 9p.

That was the level reached upon the EL issuance and without funding in place, which may strongly point towards price trajectory, with full funding in place for both Heron & Velociraptor, a higher oil price and the various other very near term news pieces.

Thereafter, it's a clear run with the next major resistance point at 33p, which coincidentally reflects the current RENAV levels, albeit at the discounted $66bbl oil price (RENAV at the prevailing oil price would be significantly higher).

All looking very good for MATD from both a Fundamental & TA perspective, as the current Uptrend exerts itself.

Regards

We've seen the share price closing within a narrow trading channel (black lines) comfortably above the 280p support on the Monthly timeframe.

The price has been co comfortably bouncing off the EMA, with well spaced & rising 50, 20 & 9 day EMAs.

Bullish intraday buying on the dips, with pronounced wicks showing consistently strong, aggressive buying presence on those dips.

Factoring in near term Newsflow and underlying strong buyer interest, we can reasonably expect an aggressive breakout on the upside, compounded by the low liquidity of the stock and the healthy consolidation within the current trading channel.

Twitter

Again, may be beneficial for all to actually hear it from the horse's mouth and listen to Mike Buck's (the CEO) take on things.

As he states, he's actually spoken directly with the Mining Minister and the company are in regular comms with MRPAM and the Ministry.

MRPAM have cleared it on their end by recommending the Special Designation LP and the Minister has stated it will be issued within the timeframe previously posted on ie approx within the next 20 working days.

The 'Armchair Investor' is welcome to continue giving his 'armchair views' but given the number of stocks he pontificate about on his twitter feed, I doubt he has the breadth of research in many of them.

Each to their own.

Regards

This ISN'T the Re-rate but just the share price only just starting to attract wider interest and given its exceptional upside v risk profile.

As we're aware, the company have spoken durectly to the Minister of Mines and we can expect the Special Designation LP within the next approx 20 working days.

It could be released tomorrow or any time within that period.

That's when we'll see an IMMEDIATE & SIGNIFICANT Re-rate and well beyond current price levels.

As the header states and as we've seen with aggresive price moves in the past with MATD.

The LP and near term operational advancement should help support & build upon said re-rate.

Regards

You highlight some key points Wiseinvestor and provide some compelling metrics underpinning those.

It's not enough to just focus on the latest 'flavour of the month' (or day /week as is the case of many short sighted Aim participants).

Your assesment of global demand trajectories and Supply / demand challenges, is an integral part of the picture playing out.

That was further underpinned by the National Investment Sub-Committee and can be further corroborated by even a cursory level of independent research.

It's game on for the teesvalley/darlington sector but key considerations suggest not all such companies are at tge same level of delivery & upside potential. Indeed, tge disparity between different players is extremely marked.

That brings us back to ALK as a prospective investment vehicle within the space & potential upside progressions.

As you rightly state, the potential for revenue generation is astronomical as well as positioning within its growth cycle & timeframes for said revenue generation.

It would be remiss to not cast a critical eye on what will be the next major jump in mkt cap ie

However, suppliers in the capital markets will be well aware of the supply/demand / strategic positioning of Alkemy, along with the impressive metrics underpinning the investment.

They'll want to be involved and its important to acknowledge the company's confidence in securing a beneficial package on excellent terms, given the company's ongoing interactions with said market.

They're obviously already hugely confident.

As you also mention, the offtake agreements and multiple supply lines being established, the future certainly looks promising for ALK holders and short term Newsflow on said agreements, could easily see a £40-50M not cap, with its 7m shares in issue (50% held be Management), with the much more significant Re-rate yet to come from the finance package completion in Q1 2023.

ALK one of the best positioned of any of the multitude lithium plants and european lithium mines, imo.

Good work on the constant & high quality research Wiseinvestor.

Regards

To provide a baseline context for the 20-50p+ expectations leading through Q1/Q2 2023.

We need to remember that the Exploitation License includes the entire extension into Block XX of the proven & producing Toson Uul Basin, with an estimated 2 Billion bbl oil in place in the PC operated Block XXI & XIX, adjacent to the significantly larger Block XX.

It enables Petro Matad to continue to increase the proven reserves within the area in addition to the existent potential in the Heron structure.

MATD can go it alone with expansion / development funded from production revenue, as stated by the company.

However the DQE partnership would majorly accelerate scalability/ revenue generation and the upside progression of the share price within a significantly more condensed timeframe.

The upside metrics here are excellent, timeframes condensed, risk profile robust & scaleability clearly defined with a partner already working with Petro Matad.

We should receive the LP Special Designation any day now, as Mike Buck stated and the major re-rate as we move into the 20-50p+ price levels.

As always, research this independently and all becomes abundantly clear.

Regards