Member Info for SenatorPrime

There was an article a few weeks ago (posted by TBT) Re: China looking at Strategic Oil supply focusing non the Belt & Road initiative trading zone and with smaller Central Asian Operations specifically mentioned.

The Geo-political, Strategic Supply landscape has fundamentally shifted - and why i see the current Seismic Reprocessing by the main counterparty, quite possibly/probably linked to a far more ambitious involvement with Petro Matad with a Block XX Buyout feasably in the mix.

They were happy enough to put down a firm proposal off Petro Matad's Draft Farm Out Agreement & Info available - Now I believe they want something much bigger!

I'm not sure US can outlast Iran re: holding off on a deal - It's not so much the Oil price itself that's the biggest issue but the rapidly depleting Emergency inventory, with another 170M bbls released a few days ago. The following article, previously posted, explains why there's real concern - With or Without a near term US/IRAN deal.

SUPERMAJOR WARNS OIL PRICES COULD HIT $160 WITHIN WEEKS -

https://oilprice.com/Energy/Oil-Prices/Supermajor-Warns-Oil-Prices-Could-Hit-160-Within-Weeks.html

The RNS is going to land any day now and with the agreement on the Sales Agreement already in the bag, so keep your chin up ;) - I'd also think PC want the $2M piad before oil prices shoot up higher on critical global inventory issues!

RNS this week, imo & dependent on your interpretation of Buck's "Imminent" reference - He should know being closest to the actual action and comms.

And the Institutional PR drive & likely Buying by them - Renewables & Oil in the current global climate - no brainer PF inclusions

Buck definately won't use a word like "IMMINENT" lightly - He's as conservative as the come. If he says "IMMINENT, then it means "IMMINENT"!

RNS on its way

Here it is - https://aje.news/osen4f?update=4595876

Also - 'Russia suspends jet fuel exports until end of November'

"Over the past few months, Ukraine has intensified its air strikes against Russian energy infrastructure.

Reuters estimates that about a quarter of Russia's total oil refining capacity and more than 30 percent of gasoline production have been shut down or reduced in the past year."

https://ikon.mn/n/3nxd

This is what the 'Supermajor Warns Oil Prices Could Hit $160 Within Weeks' article refers to - Major oil price escalation WITH or WITHOUT a deal.

https://oilprice.com/Energy/Oil-Prices/Supermajor-Warns-Oil-Prices-Could-Hit-160-Within-Weeks.html

Re: The Header point on the PR drive to attract Institutional Exposure & Open Market Buying

Q17. At the last Investor Meet Q&A, the company said it would look into a PR drive to make Institutions aware of the Petro Matad investment, in the hopes of encouraging Institutional OPEN MARKET buying.

A. "So our plans for meetings were made, but they were put on hold pending Petrochina approving the 2026 oil sales agreement." "So yes, we are, we, are still planning to do that, and we hope that will be SOON."

The Sales Agreement / Cash lump sum RNS is "imminent" & the institutional Buying drive PR should follow! Be good to see Volume in the 'Millions' - Goodbye Traders!

- RNS for the 2026 Sales Agreement + c.$2M Cash lump sum - Company's use of that word & should be dropping any day now (hopefully this week).

- Header re: INSTITUTIONAL open market buying, which should transform the SP through massively increased Buying Volume & get rid of those sorts of clumsy trader attemps at manipulating said SP, lol

- IRAN/US Peace deal doesn't look any closer, despite what Trump says, whose negotiating position seems more 'exposed' & fragile than previously, especially when Iran threatened to pull out of negotiations

- Global emergency fuel inventories reaching critical levels, which explains the above point re: Trump's negotiating position & Iran's perceived stranglehold on the Straits

"Envoi has been advertising for partners at least since 2020 (the date of the first flyer on the site), so update of info is neither negative nor positive, and I would assume any updates to the text will be happening until both farmouts are completed,"

I thought that was really OBVIOUS and COMMON SENSE!

It's no wonder TBT made that comment - It's shocking certain peoples level of understanding about these things. The Company clearly stated that Envoi are involved as part of the process & for both Blocks XX & VII - Why would the website be updated to remove the Block XX reference, when the final deal hasn't been notified as concluded yet! LOL

Exactly!

Allan1953 somewhat naive!

Q17. At the last Investor Meet Q&A, the company said it would look into a PR drive to make Institutions aware of the Petro Matad investment, in the hopes of encouraging Institutional OPEN MARKET buying.

A. "So our plans for meetings were made, but they were put on hold pending Petrochina approving the 2026 oil sales agreement." "So yes, we are, we, are still planning to do that, and we hope that will be SOON."

Note: The 2026 Sales Agreement is IMMINENT, having already been agreed & finally, we should see Big Buying Institutional Investors transition in & Retail moving out, before the really big developmental shift!

Some Company CEO's are very active on Twitter (X) , Forums etc to try to 'encourage' Retail investor activity. Mike Buck can't be asked and has justifiably attracted some criticism for that -He's very conservative in his approach, so if he's excited for the future, it actually means he's excited for the future.

However, the main point is that I much prefer someone who can attract Buyers capable of Multi-million Open market share purchases and as an INVESTMENT - HOLDING approach as opposed to the trading contingent (currently being actively reported & chased up on).

LOL - Allan, go back and actually listen to the Presentation and Q&A's ;)

https://youtu.be/XOdNyxaQAmg?si=DEKKi9yDnkWb3aZG - Presentation

https://www.investormeetcompany.com/meetings/annual-general-meeting-225 Q&A's

You're woefully ill informed but understand your desire to facillitate an entry, especially with the imminent RNS incoming ;)

Details sent!

TBT - "Feel free to DM me here Sen. Thanks."

Ah, will do.

Btw, may be a good idea to send Hamm's details directly to the Company too. They're liasing with their Nomad & LSE/FCA re: addressing the BB manipulation. Would do everyone well if they can make an example of him, to deter others.

Brent pushing back up btw - $96bbl & rising

Pretty much guarantees NO FUNDRAISE - Exactly what MB stated and why many trolls were so badly wrongfooted.

What we do have is a significantly increased oil price to positively impact continued production revenue in a big way & the exciting operations focused on GOBI well testing (better than 50% cOS to increase Block XX resource estimate by another 150%) & H2. Also, the 2 hugely impactful FARM OUTS & the 2 RENEWABLE PROJECTS.

To put the 'better than 50%' Gobi into perspective - From AI " GOBI's SHALLOWER DEPTH historically correlates with superior permeability in the Tamsag Basin—the probability of a commercial flow rate exceeding 200–400 bopd remains exceptionally high apparently (caveat: not an oil Engineer).

Currently c.$30M USD Mkt Cap, so the market's fundamentally mis-pricing a lab-proven discovery that could drive a rerating toward the 22p–35p Net Asset Value (of Block XX only and excluding any Block 7 or Renewables component of the business)."

TBT - I have HB's info all ready. If you have a throwaway email addy i can send it to please.