Member Info for Positivevibes

You hope not*

We have lots of cash - which you both know very well

Who spends this much time bashing a share your not in? Someone who wants it as low as possible before lift off time - which you know very well will happen when Heron 1 is put online and we drilling 3 other wells

What a sad existence - best wishes fellas

The header should explain what the LSE podcast will be about and not surprised with the 800k buy today.

Listen to the hysterics or look at what's actually immediately preceeding the podcast.

I am looking forward to the next RNS as I'm expecting the Special Purpose Certification from the relevant ministery.

We get a couple of hard core posters spouting doom, gloom & illegal activities and whatever else they may come up with but we all know why they're really here.

They wouldn't be posting exclusively on the MATD board (and no where else) if they didnt know that the share has the potential to push a massive multiple on the current price level.

As they try to convince others to sell they'll be positioning themselves to jump in.

Great post Ostraliamate on Mon 10:55

Bear in mind we ALREADY have the oil which massively derisks the investment.

The local committee aren't the avenue being (seriously) pursued by the Petro Matad as some want to focus on. The main drive is via the Ministry as per the header with which the company are well placed.

You may want to look at the 2023 State Budget of Mongolia to understand how much it needs the additional revenue provided by companies like MATD and others. The Ministeries will be aware of this.

Forget the truly silly comments re: Mike Buck supposedly trying to fleece people which the more s*lly posters here are trying to promote.

As the header expect tones on the Special Certification shortly which no doubt will catch a lot of people out. That's the key news and not whether Heron is actually worked over this year or next.

The oil isn't going anywhere in the meantime so less of the hysterics, lol

You'll notice a lot of the intraday dips are being brought into by those not so easily influenced by the hardcore nutty brigade.

We can listen to the whingers on here and they may have some points regarding updates.

But the hard investment case is better reviewed without all the hysteria some of the posters here indulge in.

Petro Matad already have the oil AND the funds in place.

The price drop probably has more to do with the expectation of drilling next year with the drilling season coming to an end.

But the next major price catalyst WONT be the commencement of the Heron1 workover but the Special Purpose Certification signed off by the relevant ministries.

That's expected at any time and will probably leave a lot of people waiting for workover recommencenent stuck outside the investment as the price runs away.

The workover delay is pretty much priced in with the share price bouncing off support and at levels seen WITHOUT the EL or oil discovery.

The hysterics brigade sitting here day in & day out know that already and are ready primed to take their positions no doubt. Others would have missed out based on their hysteric posting.

As always look at the hard investment case.

With Petro Matad having solid support from its main shareholder Petrovis, High level Govt / Ministery support, an Existent asset, a Billion dollar refinery being built and all within an economic environment that desperately needs Petro Matad to produce and sell the oil.

Then again we can always listen to the Hamm & Manro happy hour on the hour commentary.

They obviously have everyone's best interests at heart ;)

The investment case at these prices is a glaring one and based on the hard analysis mentioned.

Make your own decisions as it means nowtgoing forward to us comfortably holding and expecting the next RNS very shortly.

Petro Matad are pursuing a dual course to get the requisite land access permission to monetise Heron.

These are via -

1) Special Permissian via the relevant ministries, which we know are ALREADY aligned with the company position and larger econmoic direction of the country.

2) Via amendments to the land law which are being debated in the CURRENT session of the Mongolian parliament.

Again that's aligned with the national economic direction and with a Govt hugely sympathetic to Petro Matad's position.

That's why they're looking to pursue this line, in conjunction with the special permissions through the relevant ministries.

Listening to the various interviews itsprerry obvious Petro Matad expect the relevant permissions to be obtained via routes 1) or 2) with interactions with the local authorities pursued as a matter of etiquette and given their refusal without reasons from previous approaches.

We may have a small but highly active group of posters looking to perhaps mislead the wider readership of this BB. It's up to individual holders to do their own research on the matter.

When they do itll be obvious the matters looking to be expedited as a matter of urgency via the respective ministries and /or the discussions in the current Parliament sitting.

We could have that permission and following RNS at ANY time, which will skyrocket the SP immediately whether or not Petro Matad actially drill this year.

The local authorities are I effect a moot point and Mike Buck is well advanced in pursuing avenues already communicated.

Dyor and the hysteria some are trying to fan becomes a lot less of an issue. Indeed most who have actually looked I to it and applied objective parameters to their investment (or buying in now) will be sitting very co comfortably and in expectation of an imminant and dramatic price re-rate.

Sub 10 mil for a 10mil minimum spend JV

The proven resource is now worth 975mil+

4/5 licences have been transfered - mainly glensish and clontibret

The major partner has signed and agreed

Whats the risk now?

Last Sundays podcast the professor confirmed we will be drilling 10,000 meters plus this year

Gold continues it uptrend

From the impatient to the patient

Good morning

Nothing goes up in a straight line and we're 55% up since I tipped this share - consolidation is healthy.

It pays to know - in 2019 when the SP was 154p they only had Island magee and was about to conclude 400mil funding before ML issues arose - we will now have the ML fully granted next week

Between then and now they acquired the 4 docks and the last only became reactived after the last - the financial statement was for 3 months or refurbishment and 9 months of dockyards one by one reopening

· 31 July 2021 marks the end of the period of major upgrades across all the yards; Harland & Wolff is now accelerating operations and has changed its focus from re-establishment of the yards to converting a substantial pipeline of opportunities into contracts.

What does the future of harland look like today?

It's look like we’re now filling the 7bn+ unwaited 2bn+ of waited backlog

Out of the 15 MOD contracts that the 24bn budget was reaesed last Wednesday - Tuesdays defence committee showed all UK ship builds will have there hands and docks full to meet the demand

The 22 vessels for shipbuilding in tender

And all of the wind contracts in tender ranging from 30-200million - Defence and renewables markets are coming into play quicker than originally envisaged; significantly larger opportunities brought forward by the Government in its commitment to naval defence spending and transitioning to green energy by 2030.

And on top of that - after the ML is granted next week, within 2-6 months we will conclude 380-450million funding

The island Magee funding is 12x the current mcap alone

And any of the above tenders coming in ( of which many will ) will all be worth multiples of the current mcap

The shipbuilding side has up to 500mil per annum capacity at 80% and harland will now be growing towards that year on year

During or after cop26 we will start receiving large wind contracts to meet the UKs wind ambitions - Harland have the largest wind turbine fabricator in the UK

Harland have 4 different ways to be worth multiples of the current 31 mil mcap

https://www.linkedin.com/posts/activity-6853937505201377280-7npx

https://www.daera-ni.gov.uk/publications/application-marine-licence-islandmagee-gas-storage-project-notice-environmental-consent-decision

Harland and wolff to receive its Marine licence within the next 21 days - if/when granted will have gas/hydrogen storage for 30% of the UK ( what previously had harland/infas SP at 154p before licence issues ) and be the solution the current gas crisis

Also waiting to receive the first uk defence contract - currently harland and its large partners have been given 5mil to demonstrate for the tender process

https://www.defenseworld.net/news/30435/Navantia__Team_awarded_Fleet_Solid_Support_ship_Design_Contract_by_UK_MoD#.YW5h_VPTVPw

https://www.harland-wolff.com/news/pm-announces-largest-military-investment-in-30-years-a-comment-from-john-wood/

https://hansard.parliament.uk/lords/2021-10-14/debates/3078DACE-B677-4F72-B89A-B61747DA1632/RoyalNavyShipsAndFrigates

22bn spending budget and harland and wolff will be a be a beneficiary

+ windfarm MOU - 26.5mil contract already won with more to come as part of UK team resolute

https://www.linkedin.com/posts/activity-6851210537171222528-sre5

They have one of largest steel profiling/steel cutters in the UK for windfarm and ship fabrication

This mornings RNS - the 1.5 and 26.5 mil contracts won in the last 5 months is less than the current mcap

3 potential company makers - the first due within 21 days followed by more

A serious company and investment cuttently undervalued and due a rerate - certainly after the ML is granted - and now docks are reactivated

Previous for Island magee

https://tanknewsinternational.com/infrastrata-and-vitol-sign-term-sheet-for-gas-storage-capacity-at-islandmagee/

https://www.harland-wolff.com/news/infrastrata-ceo-confirms-6-parties-interested-in-offtake-agreements/

Have a good day all

https://youtu.be/oz9gWoKPkFo

Most recent interview shows were massively undervalued and will close full funding within the next 5 weeks

https://www.pscp.tv/w/dAT4mzFvUEtMSmtkbm9hRWR8MUx5eEJkV3Bha1lHTp1F_ALtgDj19Rox3UrXeL2vZtfJVzjyqOTPda7cSDPL?s=08

Placing and subscription of 5,670,449 ordinary shares of €0.001 each (“Ordinary Shares”) at a price of 33 pence per Ordinary Share to raise £1,871,249 before expenses (the “Financing Shares”). In conjunction with the Fundraising certain parties, including Professor Richard Conroy (Chairman of the Company), have also capitalised amounts owed to them totalling £378,751 through the issue of 1,147,726 new Ordinary Shares at the Issue Price (the “Debt Capitalisation Shares”). The Financing significantly strengthens the Company’s balance sheet and working capital position. The funds raised will be used by the Company to support activities in relation to the proposed joint venture (“JV”) with Demir Export A.S. (“Demir Export”), announced on 25 February 2021, to meet the commitments and associated costs on the Company’s various licences in Ireland and Finland, for exploration drilling on the copper/gold licences in Finland and for general working capital. Each Financing Share and Debt Capitalisation Share carries a warrant to subscribe for one new Ordinary Share at a price of 50 pence per Ordinary Share exercisable for a period of two years from the admission to trading on AIM of the Financing Shares and the Debt Capitalisation Shares (“Admission”), creating 6,818,175 Financing Warrants. Any warrant holder who exercises Financing Warrants on or before 31 December 2021 will also be issued with, for every Financing Warrant exercised, an additional warrant to subscribe for one Ordinary Share at a price of 100 pence (£1.00) per Ordinary Share, again with a life to expiry ending two years from Admission. If all Financing Warrants are exercised before 31 December 2021, 6,818,175 Super Warrants would be created. Should all the above Financing Warrants be exercised on or before 31 December 2021 and subsequently all Super Warrants be exercised, this would generate an additional c.£10.2 million of funding for the Company over and above the £2.25 million secured through this Financing.

https://twitter.com/andrew_neal7/status/1434882800860155910?s=21

https://twitter.com/ConroyGoldplc/status/1433761781898428417?s=19

https://twitter.com/ConroyGoldplc/status/1420279870471516162?s=19

Read the presentation - Conroy's a multibagger once the JV is concluded

Again, what you've seen..you clearly haven't looked at the most recent presentation, it answers all of your questions

https://youtu.be/mnV3iylM8xo

Also on the website - 8.8mil onces - upwards to 15-20

The largest gold mine in the EU is 4.4millon based in Finland

You think fortune 500 demir are just after the already proven half a million onces? You keep quoting - without knowing more than that you clearly haven't gone much research at all

https://twitter.com/ConroyGoldplc/status/1413450376141889544?s=19

Before commenting nonsense DS - you should really do more research - you hand around for months writing negative b's, can't be very successful - Il make my investments from the fundamentals given in RNSs and investors presentation rather than a clearly grumpy older man

“The continued progress on the Company’s Glenish licence, including the discovery of a substantial new gold anomaly at Corlongford close to the border with the Clontibret licence, is highly encouraging and gives further credence to the estimates of 8.8 million potential contained ounces gold in the Clontibret-Clay Lake-Glenish gold target areas. This is in addition to the 517,000 ounces gold (JORC 2012) resource at Clontibret. I am looking forward to accelerated progress in the coming year as part of a joint venture relationship and the Company is planning accordingly.”

“The Company’s gold exploration programme in Finland is an extension of the Company’s highly successful gold exploration programme in Ireland which has led to the discovery of a new district scale gold trend on which the Company is currently finalising a joint venture agreement with the Koç family owned Demir Export A.S..

https://www.lse.co.uk/news/CGNR/conroy-inks-definitive-agreements-on-demir-joint-venture-tpe52lul457vxi4.html

Take a look at who the koc family are.

Your response shows you've read hardly any of the RNSs to see the 8.8mil continually repeated. The most recent presentation shows multiple strikes of 10g/Au+ across the 65km gold trend and goes into detail about the size of potiencial of each target.