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Velociraptor

Mike Buck refers to Velociraptor at 16:20 into the presentation linked and also states all relevant permitting in place.

https://youtu.be/NO6lIYruWDM

At 18:30 he discusses the actual COS and the existent hydrocarbon system in place, hence technically a "Wildcat drill but a better than Wildcat chance of success". " Huge resource potential, transformational for Petro Matad and Mongolia with 900m of stacked potential within the prospect"

I hope new / existent investors investors will listen to the presentation to independently validate the info posted, as is right & proper.

Hope that puts the Velociraptor drill into some sort of context as part of MATD's wider operations.

Petro Matad are in the great position of having a fully funded, high impact Exploratory well ready to go in Velociraptor AND an existent asset base in Heron that in itself, supports a share price multiples of the current level.

That Exploratory / Production risk profile & anticipated upside progression, is what makes MATAD such a special investment stock.

Regards

We need to remember that a fund raised was expected after the Exploitation Licence, limiting upside and we didnt have Velociraptor in the mix.

Neither had we been approached by DQE, with a view to accelerate scaling up of Heron and hence magnitude of production revenues.

We have all that now and hence a MUCH better situation than at the time of the EL issuance.

Also, a significantly higher oil price.

Have a good weekend all. This week was just the start and I expect next week will be a very good one indeed for holders, as we start progressing along a new upward trend.

This isn't either of those stocks, isn't in the Tech sector and doesnt have the same magnitude of upside potential - that's my disclaimer.

However, the upside is MASSIVE and the timeframes relatively short for the near term inflection point for a multiple ROI from CURRENT levels.

We only need to understand the basics of Supply & Demand, along with sector trajectory and control of the asset - why do we think the non exec Chairman, Paul Atherley was giving a testimony at the Sub Committee on National Security and Investment on Critical Minerals yesterday (check the Twitter feed).

Lithium is going to be an 'Economic Weapon' and China has a vastly disproportionate control over it, with resources targeted towards its own domestic use.

ALK is strategically positioned to majorly capitalise on the macro demand/ EV sector trend and is at its major I election point NOW!

The catalyst - the financing package which should be concluded very shortly and underpinned further by imminant Newsflow on Offtake agreements, recently at the 'very advanced' stage.

The company only has 7M shares in issue, hence will move very rapidly, with current intraday dips being aggresively bought into.

The fundamentals are obvious.

From a TA perspective, we have rising EMA's onnthe 9, 20 & 50 day timeframes and accepting RSIs as part of the overall picture, which can be 'overbought' for extended timeframes over weeks or months.

What we are seeing is the aforementioned aggressive buying on dips, demonstrating a solid underlying appetite for stock accumulation.

This ones not for trading but to build up larger holding levels imo, as we look for the next more major push upwards and the next move towards the £100M mkt cap level and a multiple of that thereafter.

Dyor including from macro economic & strategic investment perspectives.

ALK should be in every serious investor's portfolio, if they have even an inkling of the wider sector expansion playing out.

It doesn’t take a rocket scientist to see the political benefits. Conservative mayor in teeside - uk leveraging chemical heritage and helping / co-operating with Europe post Brexit/ leading in the 4th industrial revolution / jobs / levelling up. Etc

With all start ups it’s all about delivery. They have societal backing (green energy), they are in the right market (lithium / lithium refining) , in the right place ( Wilton and freeport) with a product that is filling a clear gap in the market ( none in Europe)…….and they are disrupting / shaping the supply chain. They satisfy the governments political agenda. Just think about every new car built in the UK having ALK product, then add in Europe plus stationary power. Listed on two main exchanges. Tiny free float. Tiny market cap. For me the financials on this project are insane. If they deliver…..and so far they are…..then I think we will all be very happy short, medium and long term.

£20mil mcap - £248million funding gets closer everyday

Great summary D1nger and should help cut through the disinformation being actively propagated by some (Lambo222 take note).

Just to add, I'd advise everyone to refer to Mike Buck's presentation on the 7th Dec, as well as previous presentations/updates detailing the strategy to develop Heron. That should enable everyone to independently check the validity of posts & posters.

On to investment specifics - the company are "comfortably funded", with most of the drilling costs / equipment procurement having already been covered.

The company still have £6M in cash and as previous presentations have clearly stated, production revenue & offtake elements will play a large part in Heron field development beyond Heron 1.

That organic growth will be fast tracked through the DQE involvement, with whome Petro Matad are in advanced stage talks. I expect the deal is done and will be signed on the Special Designation issyance from the Ministry of Mines.

Mike Buck, who is in rmcomms with MRPAM, the Ministry and the Mining Minister, expects that "any day now".

The company are in advanced stage talks with potential partners in the Renewables space, for which Newsflow can be expected shortly. Apparently Mongolua has a massive potential through wind farm energy generation, with Petro Matad providing in country expertise to facilitate operational development.

We then have the massive Velociraptor potential, with a working hydrocarbon system having already been established within the basin.

All permitting & equipment for that covered and in place for operational commencement in Q1 2023.

It's clear that Petro Matad are very well positioned, well funded and with a clear and rapid growth strategy.

They're at the key stage of making the fundamental transition from a pure play Explorer to a revenue generating PRODUCER /EXPLORER and within a highly favourable macro economic environment if high energy price / demand.

The previous price moves have been rapid, as we saw with the move from 3p to 33p being referenced, as well as the EL issuance move from 3p to 9p.

We're now much more advanced, well funded and with a major expansion strategy underpinned by near term production & strategic partners in the wings (albeit they're not essential to that strategy).

I fully expect the price to move rapidly into the 20p-50p range within Q1 2023 (perhaps sooner on the Special Designation RNS) and will be purchasing more stock today for my own holding.

Everyone should make their own investment decisions based on their own INDEPENDENT research.

However, I suspect many that sold yesterday will be disappointed with the price progression expected here and based on sokidcfu fundamentals/historic price patterns.

Regards

10p? It reached almost 9p on the EL permission alone!

We're now much more advanced, fully funded, the Velociraptor drill ready to go and against a much more favourable macro environment for oil pricing

We can expect the Special Designation on land access for Heron any day now with the high impact Velociraptor drill ready to go in Q1 2023.

Then we have all other news pieces re: the DQE partnership, the conclusion of current advanced partnership talks with the Renewable players etc.

10p is nailed on imo and I expect price development into the 20-50p range at a minimum and for reasons previously given.

Those who sold at at 3p were pretty much giving their shares away, imo but respecting anyones individual choices in these matters.

I think we'll see a lot of new money coming into the stock and based on intelligent, objective research.

Regards

Haha hamm - you silly sausage

When he said first quarter - I think he ment first quarter

Nice overview Ostraliamate.

As your post states we're looking at multiple near term news releases (some due at any time now) with a beautifully balanced risk profile incorporating Production/ Exploration and Scaleability factored in.

'20 to 50p and beyond' absolutely.

Each to their own investment decision.

Its intersting to see Manro's investment rationale playing out. He told everyone on the MATD board to buy EME at 12p. It's currently sitting at 0.875p.

He told everyone to buy PANR yesterday and currently over 10% down.

All based on the arbitrary fact that he 'liked the management'

I prefer hard investment criteria to base my investments on and MATD stacks on multiple fronts that have discussed previously.

I expect a cracking run on the SP in the coming weeks and the existent asset /production & expansion through strategic alliances, underpinning the company's growth into a mid -tier O&G operation.

'20-50p' is a minimum expectation for me with MATD being a comitte longer term hold.

Regards

"1-3 months" and that was in October, so as MB stated 'we're expecting it any day now'

For you Hamm, I think you should wait for the Special Designation ;)

Regarding why similar permits have been cleared easily in the past, again your question was covered by Mike Buck.

As I posted previously and stated in the presentation, 'Previous delays have been due to the Govt. looking to resolve the issue at local level and with new legislation issued in 2017. They've now moved away from that position and are involving themselves directly, hence the Mining Minister's comment and expectation of that RNS to be released any day now'

Hope that clarifies the position but I'd prefer if you did your own research.

You may also want to look at the LSE Admin post at 13:00, which clearly states 'All the kit for Heron in place, most of the kit for Velociraptor'.

Lots happening but we know that already ;)

Regards.

"Why didn't fix it in 3 years?"

Refer to my post yesterday at 20:53 regarding the new legislation introduced in 2017.

If you bothered to listen to the presentations suggested previously, its explained in detail there.

Less posting & more research may seve you better.

Regards

The 'In 1-3 months the Special Designation will be fixed' wasnt from any Govt beauracrat but a promise from the Minister of Mines personally. That was in October and Mike Buck stated in the presentation that they're expecting it 'any day NOW' and with comms ongoing with MRPAM and the Ministry.

Let me say this again, the company will be focusing on Heron AND Velociraptor ie Production & Exploration!

They're Fully Funded and are in a very comfortable cash position.

Those looking for their 2p entries were looking for 1p not long ago. Just check their posting history.

The share price here will only be picking up momentum imo as we move towards operational progress & major Newsflow releases leading into that.

Watch the presentation & dyor. Watching the trolls grasping at straws maybe quite comical as they themselves are desperately looking for their own entries now but shoujdnt detract from independent research.

That more than anything exposes them as they desperately look for their own entries off others ignorance of the investment.

I think most if us have figured out by now.

This rocketed to 9p from a previous 3p in the space of a few weeks on the EL. Now we're in a much better position, fully funded, looking towards major scalability via a DQE deal AND we have the potentially massive Velociraptor drill with all permits & equipment ready to go.

That's why I expect us back into double figures in the coming weeks and why the trolls are working overtime atm ;)

Dyor & it becomes abundantly clear.

Regards

Good to see the trolls gasping today lol.

Velociraptor - $1.5M with costs covered.

Heron - costs covered

Placing - refuted by Mike Buck when asked directly and with a very comfortable.

Calling a placing or referencing some 'prominent, unamed' Twitter poster selling out is ridiculous and typical of supposedly intelligent Aim bulletin board discussion.

Why do I presume most havent listened to the presentation? Quite obvious from the comments here.

However, am alternative view is that the trolls have listened to the Presentation and why the desperate posting (at odds with the stated facts in the presentation) to try to get a more advantageous entry.

Hard time for the trolls as the share price here is perfectly placed to pick up momentum & the Special Designation bees due ANY DAY now!

Good time for those holding though;)

Please at least watch the presentation before commenting. Its linked to for convenience.

Most of the equipment has ALREADY been procured and in country with Heron & Velociraptor costs covered.

Mike Buck has expressly stated that they're in a very comfortable cash position when asked about the the possibility of any raise.

Velociraptor has all permits & equipment ready to go for operations.

The 6 Million is more than enough and especially for operational commencement in Q1 2023,.

Bizarre references to phantom placings & hopes for prices are deliberately ignoring what's actually been stated in the presentation and certainly not factoring in likely price appreciation from Newsflow before any operational activity.

Regards

Master82, I'm glad you see that as the 'only downside' here.

To clarify which you can do yourself by listening to the presentation, most of the equipment has been procured & paid for.

The company are in a very comfortable cash position and in no need of any sort of raise.

We also have DQE in the frame for scaling up ood and effective offtake elements within that discussion.

The question of any raise us a mute point.

To reiterate as many seem incapable of watching the presentation for themselves, MATD are doing BOTH Velociraptor AND the Heron workover

ie PRODUCTION & EXPLORATION and all paid for!

I suspect you'll be buying first thing despite your concerns ;)

Regards.

Slightly amended version -

A lot of salty posters having been badly caught out by the excellent presentation yesterday.

Refer to the post yesterday at 20:23 and independently assess its validity against the troll posting, by watching the Presentation yourselves.

https://www.lse.co.uk/events/

The 'somebody in government' referred to by one troll is actually the new Minister of Mining, who'll be the one signing off the Special Designation!

As Mike Buck stated and being in constant comms with the relevant departments, he expects that "any day now".

MATD can now be expected to release multiple news releases over the coming weeks and most of us can anticipate a major price Re-rate into double figures, moving through Q1 2023, as, Special Designation Velociraptor, Heron, DQE & Renewable contract RNSs get released.

To confirm, Velociraptor has all permits & equipment covered and will be drilled in Q1 2023, AS WELL AS the Heron workover, with all the Newsflow preceding that.

The trolls desperately posting after last nights presentation will be the first in line to buy this morning I suspect ;)

Things for MATD holders have just got a whole lot better.

1) Well Funded - Over £6M in the bank and well covered for operations

2) Land Access - Special Designation should be "fixed within the next 1-3 months" as confirmed by the Minister of Mines in Oct, hence anytime within the next approx 6 weeks.

Some detail there - the previous delays have been due to the Govt looking to resolve the issue at local level and in line with new legislation introduced in 2017. They've now moved away from that position and are involving themselves directly, hence the Mining Minister's comments. Mike Buck, being in direct contact with relevant parties, expects it to be anytime now.

3) Timeframe for Heron - Chinese workers back from holidays in March/ April but many will be staying the Winter in Mongolia, so a good chance to get the Heron Workover commenced as soon as the Special Designation comes through, anticipated within the next 6 weeks.

Velociraptor - potentially "transformational" for the company AND country. $1.5-2M, high impact / low cost well. All permits & equipment in place, FULLY FUNDED and ready to drill in late Q1 2023 (or early Q2 latest).

4) Contracts with drilling contractors on very favourable terms to Petro Matad, as per the presentation.

5) Renewables - Advanced stage discussions for an advantageous JV deal, with talks expected to be concluded very shortly.

6) DQE deal well advanced and highly advantageous for major scaling up and realization of Petro Matad's potential, with massive shareholder value by extension.

Everyone should listen to the presentation themselves, if only to confirm the above points independently and circumvent the angst that many are going to now feel, having sat out and continued with their quite sillly commentary on the CEO living abroad, being corruppt or whatever inane fantasies they involve themselves with.

The points discussed in the presentation are the hard investment details that the investment should be assessed on and not the ramblings of 'BB pirates'.

Petro Matad now have a massive 2023 set up, with multiple Newsflow items and very major shareholder appreciation built into that.

Make your own choices based on the hard investment case.

Regards.

*Note: Mike Buck stated we were WELL FUNDED for Heron Workover AND Velociraptor, many of the expenses already having been covered with £6M STILL LEFT after that expenditure!

The route to land access will be via the Special Designation, going through MRPAM / MMHI.

There's continued focus on BB chats about local sentiment but Petro Matad's interactions there are more a courtesy that has to be seen to be undertaken.

The company statements seem pretty unequivocal on that but it's a talking point for the chat board in the meantime.

With the massive potential / low cost Velociraptor drill now also on the mix, along with Heron production, tge Special Designation permission & DQE partnership, all to look forward to for a sustained price recovery back into double figures.

I dont expect (or want) that in the next few days but would prefer to see what I expect will be a bear inevitable progression back to those levels.

We're much better placed than the previous run to 9p on the EL issuance.

Mike Bucks presentation today via LSE should attract greater focus on the MATD stock and I expect we'll see a large influx of new investors for Velociraptor itself let alone anything else.

Those who want to wait can wait. Those taking early positions for the major rise expected over the coming weeks will do so.

Everyone to their own investment decisions.

Have a good day all

"Velociraptor drilling - balance of major upside potential & existent production capacity"

Just to clarify that point in my last post. That refers to Velociraptor and Heron.

Velociraptor has that massive upside exploration potential which the retail sector will be all over soon enough and now that its confirmed but what makes this investment pure gold dust is the existent oil in Heron balancing out the exploration arm.

MATD have a 60% share (along with Petro China with the remaining 40%)of that multi billion barrel basin.

The DQE negotiations should feed into that major scalability and hence anticipated share price progression.

This will be huge moving forward and why the early birds are positioning now for a genuine multiple progression over the coming weeks into 2023.

And we have the Special Certification, DQE agreement finalisation etc to be released any time in the interim.

People may want to have a look at the most recent Stare Budget of Mongolia & Trade mission to China to see how much they need Petro Matad to be producing asap to generate revenues for the economy.

Excellent RNS and better than I anticipated, tbh

Heron first - development was pretty much priced in for next year regardless, with the share price reflecting the historic level with a years delay, without the EL & funding AND with much lower oil prices

The Special Certifucation, supported by MRPAM was always the route that was going to be progressed and the next news release likely, well before next years operational activities, imo. Itll likely catch a lot out.

DQE negotiations in very final stages and with an effective offtake element, majorly reducing costs and enabling major scaling up of Petro Matad's operations/ capability

Absolutely potentially massive Velociraptor drilling in 2023, with equipment in country and with a nice balance of major upside exploration & existent production capacity.

Renewable energy collaboration discussions at an 'advanced stage' hence further Newsflow potential.

MATD is quite frankly positioned as a singular 'gold dust' investment prospect, managing a very unique & balanced risk profile, with major scalability, newsflow & capital gain profile.

The serious investors will understand that.