Member Info for SenatorPrime

Brent $108bbl

Proquo - "This is going to take months to get the price even below 80 bucks."

Forecast is for around $95bbl going forward & after conflict cessation. Anmy action against Kharg may push that higher, given the loss of that sanctioned supply, will need to be procured elsewhere, hence impacting global supply pressure further.

'StanChart: $95 Per Barrel Is The New Oil Price Equilibrium' - "Analysts expect sustained higher oil prices, even post-conflict, while gas markets remain relatively stable due to ample supply." "StanChart has predicted that oil prices will remain $10-20/bbl higher than pre-conflict levels even after the acute stage of the conflict ends, supported by purchasing for strategic reserves, a focus on resource nationalism and hoarding, as well as the logistical lags caused by the disruption."

https://oilprice.com/Energy/Crude-Oil/StanChart-95-Per-Barrel-Is-The-New-Oil-Price-Equilibrium.html

'Iran offers to end chokehold on Strait of Hormuz and asks US to end blockade, officials say'

"Iran is offering to end its chokehold on the Strait of Hormuz without addressing its nuclear program"

https://apnews.com/article/us-iran-war-hormuz-april-27-2026-374d81d1aac6d8f19c21e1d1e10ab103

As has been articulated by Trump many times, the Nuclear issue is strictly a non-negotiable condition for any resolution and somethingnthe Iranian Regime are unwilling bto concede on. Many expect a US 'hard strike' on key infrastructure to finally break the deadlock.

'Trump is expected to hold a Situation Room meeting on Iran on Monday with his top national security and foreign policy team, according to three U.S. officials.'

RNS this week or early next IMHO!

I'm expecting a very good one & a major upsurge of interest in the MATD investment, as people begin to see the strategy rollo out & associated Revenue/Profit etc......also first tangable Renewable developments.

Here it is -' China Has Turned To Central Asia To Mitigate Middle East Oil Supply Risk'

https://oilprice.com/Energy/Crude-Oil/China-Has-Turned-To-Central-Asia-To-Mitigate-Middle-East-Oil-Supply-Risk.html

Tony -" I find it inconceivable that China hasn't had a quiet word with the USA about Kharg. Given the amount of oil they recieve from Iran I think it is only a matter of time until China escorts it's tankers the the straight."

I doubt they'll look towards that level of escalation tbh. There focus would be to tap into alternative supply lines & obviously, certainly aligns with Petro Matad's interests. I keep refering back to TBT's link, which I'll repost if i can find it but which many may have overlooked the significance of.

Operational Update RNS will be released any day now, given its the start of the drilling season timeframe & operational activity already seems to have been noted on the various sites, such as GOBI etc - Also, that those planned operations are already financially covered.

Given the above, it would seem more trhan likely they're waiting on the current Farm Out discussions to be concluded and fully expect them to be concluded or they would have just released the Operational Update already - Also bearing in mind the very pertinent point of already having a Firm Proposal down.

In the meantime, Petro Matad continues generating Production Revenues at the higher Oil price rate & hence even better positioned going forward.

“Wit beyond measure is man’s greatest treasure.” ;)

They already have a Firm Proposal in you dope! ;)

Hamm's quotes as per the references - Back to sensible, MATD related discussion!

Brent $107bbl

Reposting, as (very) relevant going forward: 'StanChart: $95 Per Barrel Is The New Oil Price Equilibrium'

"Analysts expect sustained higher oil prices, even post-conflict, while gas markets remain relatively stable due to ample supply."

https://oilprice.com/Energy/Crude-Oil/StanChart-95-Per-Barrel-Is-The-New-Oil-Price-Equilibrium.html

And of course we can expect the major Operatioanal Update / Farm Out RNS in the next few days

Note: This is is an assessment of the developing situation and not a moral judgement call, as some posters seem to confuse.

It looks increasingly likely that the US will be moving forward with further Kinetic strikes / action against the Iranian oil facilities at Kharg, cutting off the Regime's revenue and consistent with their unequivocal aim of 'permanantly' negating any current or future Nuclear weapons initiative. Further military assets have now arrived in the region and are positioned to effect the aforementioned.

He was advising people to sell half their holdings, just before the SP pushed up (not the reference I'm posting below, which was advice to himself).! I assume he did the same, hence his current flapping around!

"Doc, you are wrong. I am not trading never been." - 8th Apr

"Might have to sell half my shares, then buy back" - 5th Apr

People are entitled to do what they want with their shareholdings. However, Hamm's rank dishonesty on this BB has exposed him for the complete reprobate that he is. Btw, he also claims to be the 'biggest shareholder here' - I acn only assume that would be in girth rather than stock held.

Bad (researched) Prophet - "That's because renewables will be a cost not a benefit for years to come."

Not from the referencesv re: Partners already in discussions, USD Billions entering the space, massive growth expected in the sector coupled with energy needs, particularly the fast exploding AI Data Centre requirements.

Keep up!

I was specifically asked why i sold out & also ridiculed about my very small exposure here - I believe those requests warranted a seperate response & also note the inability of those requesting reasons, in addressing the very real & tangable concerns re: an upcoming need for funding, beyond any 'hopeful' farm out development, if that even materializes.

I'd also reiterate, I'd rather just focus on other stock commentary but you keep asking me to explain myself here, which i find really tedious, as I'm not inclined towards expending energy on pure 'gambling' plays.

Atb

It should also be noted that the conclusion of those talks, are working off the firm proposal ALREADY received!

Abzzba, good points and I'd also add, the Renewable component (which seems to have nothing factored in), should start coming to the fore this year.

Phase 1 200MW Hybrid Project - Q2/3 2026

China Export Mega Project - (with MOU already signed) "formal negotiations on clean-power exports beginning in 2026", which should provide a stream of developmental newsflow on the Energy export arm

* If SRE was pitched as a seperate business on AIM, with the 1.5GW MOU with China State utility company SPIC, with another 1.5GW contingent and further contract rollout expected, the 200MW Hybrid project, the $50K-100K per mW 'flip rate;, the USD Billions being npoured into the Mongolia sector by Arab Investment funds / EU, the SRE CEO's position as Govt Special Advisor etc - it would likely have a Mkt Cap higher than the current MATD one....and with a lot of the energy export focus trageting AI Data Centre needs etc.

The GOBI activity, to confirm commercial nature of previous hydrocarbon presence, was always planned as a priority for the 2026 Works Program, so no surprise we're seeing activity there.

I strongly suspect any delay in releasing the actual Operational Update RNS, is to accommodate the Farm Out conclusion, which would obviously be a significant component of the forward Works program.

Btw, the money flowed into buying more MATD stock, which I'm exceedingly comfortable with.

Citytildies,

As i stated, I don't need to post on this BB as I no longer hold the stock. However, if you keep addressing questions to me on 'why i sold' or any such mutation, I may actually answer you, whether you like the answers or not.

Enjoy the weekend with your 'humongous holdings etc. I'm more than happy with my 'little' MATD holding ;)

Citytildie, I believe you specifically asked about why i dumped that stock, apart from being disparaging about a very small holding level, which i politely explained was positioned as a pure, binary gamble, which i happily liquidated.

If you ask me questions, I'm more than happy to respond as to why i see MATD as a 'real' investment, as opposed to most of the nonsense Aim rubbish.

Atb & have a good weekend ;)

Furry - "SenatorPrime, we can all agree /disagree on opinions on MATD but gloating over losses in the stock market is a bit mean ."

Just holding up a mirror to Doc actually.

You're both welcome!