Member Info for SenatorPrime

- 1.5GW x2 MOU already in place

- Saudi ACWA Power is looking ata $10Bn investment in energy transfer infrastructure with China to support the above

- 200MW Hybrid Ready to Build s Q2/Q3, with partners already look to have been engaged

- 24MW Green Hydrogen Project with $4M Japanese Grant with a further grant allocation expected. Note also the comments linked to ACWA with a potential $5Billion review for thye Mongolia Green Hydrogen sector. The SunSteppe CEO is the one who's dealing directly with ACWA re: their involvement in the

Mongolia Renewable sector

- And all the OIL stuff

Have put down some key (imo) points in posts 06:13 & 06:29 and linked directly to the company specific, as well as wider environment. Will leave it at that, as Mrs SenatorPrime would like to go shopping ;) I'm expecting a huge RNS coming our way imminently, which should finally see the major value unlocking we've been waiting for.

Re: "The longer the time period where no operational updates or farmout news. The more likely the whole block may get sold to PC." - Certainly wouldn't be surprised if a Buyout offer is forwarded as the prefered alternative by the Farmee (or other) party!

Brent $115bbl - Easter Weekend 4 day market opn!

I prefer to focus on the actual Investment ie MATD, as opposed to wider social issues, which have their own discussion platforms & avenues. Only because i'd rather not see the BB 'spammed' but actually useful for those looking towards identifying (potentially) useful investment specific details.

Hamm - The reply to your claim to be the 'largest holder here, whose NEVER traded' was meant to be an injection of humour. Chill out. Regarding any user handle, you'll note that you were one of the people directly responsible for getting the late & dearly lamented Owl removed. I doubt Owl has any inclination to 'hide' his/her identity, but only wishes to 'Hoot' freely and without any individual or organized effortd to silence him.

Assess the info provided independently & comment accordingly. Glad you've 'never' sold or traded any MATD stock btw, Lol ;)

Brent currently $115bbl and expected to remain elevated for a significant period, regardless of conflict outcome and with major production facilities damaged.

Block XX RNS due imminently, with a formal proposal already having been received & agreement discussions "nearing completion" as per the Feb 2026 Operational Update. I'm expecting a circa $20M deal (+ additional sum and/or ratcheted revenue allocation, reflecting historic development costs) and for a circa 30% share.

With current production and reduced per Well costing (than open market service procurement), would effect a circa 1000bopd, which would underpin exponential Production/Revenue growth over the next few years IMHO.

We also have a very exciting GOBI Well Testing for Apr-May, with Hydrocarbon presence already detected, potentially increasing Block XX total resource significantly (looking at 150% larger than Heron).

RENEWABLES already mentioned and those of us following SunSteppe progresss, Sector development, Funding landscape are hugely excited at what i expect will be massive windfall for Petro Matad investors going forward.

Very exciting 2026 ahead & very significant disconnect inherent with the current share price.

OIL - The header pretty much encapsulates what we're looking for to catalyse exponential growth over the next few years .

RENEWABLES - Really exciting developments and parallel talks with 'well stacked' funding partners & routes (EU, Banks, Govt Sovereign Funds etc). The SunSteppe JV can be viewed as effectively 'A company Within A Company' and if seperately listed, given the Sector and explosive growth potential, as well as calibre of funding partners involved in talks, would command a higher Mkt Cap than that currently commanded by Petro Matad itself imho.

It puts the current Mkt cap / Share Price into perspective, with major Renewable & Oil developments / Newsflow expected this year - 2026 should be a defining period for the Company and it's shareholders.

"I’m still one of the largest shareholders here "

Have you tried Ozempic Hamm? lol

Previous Oil Price Spikes

https://x.com/jackprandelli/status/2037906790046691513/photo/1

Key Oil Price Forecasts & Risks

- Price Projections: Major firms have raised 2026 outlooks, with scenarios suggesting prices STAYING ELEVATED due to a "structurally tighter" market.

- Strait of Hormuz: As a conduit for roughly 20% of global oil, its closure or disruption is the primary driver of the price surge.

- Supply Impact: The conflict has prompted warnings of a significant, long-term reduction in Middle East production.

It also provides encourages Instititutional buying (which i expect), with a solid, proven growth model, whilst also looking at greater net payback per bbl with the Refinery coming on line around late 2027.

With the Q2 Construction Licence for Phase 1 (Solar) of the 200MW Hybrid project and partners seemingly lined up from previous discussions, we should start to see the Renewable arm standing on its own feet with the abundant capital avenues, as highlighted. by Dan.

Perfect juncture of Opportunity with an investment entry imho & usual caveats etc. Petro Matad positioned for major growth across both sectors.

Hamm - "MATD doesn’t need perfection—just enough production to prove the model. From there, scale does the rest"

Probably the most intelligent thing you've said!!

For the record and taking the above as a strategic backdrop - I expect a more reasonable $20M Farm Out deal (plus some for historic development expenditure) for a 30% stake. I think talk of $60M etc 'may' be setting up for an unrealistic expectation.

With a more competitive drill cost, at circa 6 wells avg 100bopd (assuming more effective techniques as Buck mentioned), we'd hit your header 1000bopd from that.

That's a circa $15M Net payback to the partnership over the year, financing another 5 wells etc, so on and so forth for exponential growth over a set timeframe.

Again, a relaistic, measured perspective underpinning strong, sustainable company & shareprice growth, beyond the initial re-rate we can expect.

Well pointed out Investor. Also, before anyone tries to suggest that Shell were somehow unimpressed with the prospects, the pullout was consistent with their global strategy at the time and due to their Arctic failure, dropping oil prices and a heightened focus on natural gas.

Thanks for that further clarification (with relevant links) Dan. I would add a qualification, to the point you make re: "MATD has been trying for many years to do it and wasn't successful."

Apart from the points ypu also make about obvious signs of serious interaction with Farmee parties now, as opposed to previously, Petro Matad are also in the posiotion of actually being producers going into negotiations. Previously, we had the COVID issues and then land access issues, which would have obviously put paid to any progress to conclusion on Farm Out interest.

Those who attempt to negate success of any Farm Out deal, despite the Feb RNS stating (the Farm Out) "for Block XX are nearing completion and we are pushing to complete negotiations in short order," may benefit from the historical backdrop as mentioned.

Quick corrtection on my earlier post: "The 'in ground' Asset Value has been specifically referenced by the CEO as between $150M-$300M for Heron alone." That should actually read $150M-$200M (from memory).

Krok - Thank you for your OPINIONS, albeit not based on any metrics, associated links or other references.

- The 'in ground' Asset Value has been specifically referenced by the CEO as between $150M-$300M for Heron alone. GOBI is thought to be 150% bigger. The current climate may reasonably attract the upper end of the $3bbl-$8bbl in ground valuation metric.

- The USD Billions targeted for the Mongolia Renewable Sector via the EU, Saudi's, Bahrain Investment Funds etc, have been linked to via reputable media channels. Also, the fact of the SunSteppe CEO being instrumental in talks leading to such.

- The reference to the Farm In deal closing in conclusion is referenced in the Feb 2026 Operational update

Yes, the Share Price is where it is with a seemingly massive disconnect to value and providing the huge 'Opportunity', which successful investors look to identify with stock selections.

People can base their investment decisions on your unsubstantiated 'opinions', or on checkable info from reliable, independent sources that seems to contradict your viewpoint.

Each to their own as its their money. Good luck elsewhere & Atb

All coming together really well Dan. After all the talk around the Renewable arm, we should finally see tangable results re: Projects and feeding into the underlying Petro matad investment case. Also, an atractive draw for Institutional money to enter the investment, off the 'Green' profile.

Q2 Construction Licence for Phase 1 (Solar) of the 200MW Hybrid project, with partners seemingly already lined up from previous discussions.

Also, Nyam-Osoryn Uchral lookingb to be the frontrunner for the open Prime Minister position, whose hugely pro foreign investment, economic liberalization & prioritization of the push for domestic oil production, through his push on the 2021 Recovery Policy.

Everything lining up really well & with a heavy News rich period ahead in Q2 2026

Regardless, Farm Out RNS is Immanent & Transformational for Petro Matad & shareholders inc the CEO Mike Buck, with his own $100'sK invested

Or RNS Monday!

Didn't see your last post Gadie, before i mentioned the 2,000-3,000 bopd production for maiden dividends. Interesting alignment of figures

Multigagger on multiple fronts:

- Transformational Farm Out RNS due imminently

- Massive 'in ground' asset value v current mkt cap

- Renewable arm attractcting $ Multi-billions from the EU & Arab parties, inc Saudi Arabia

- Early Dividend introduction strategy, facillitatyed by major Production / Revenue step up via the imminent Farm Out

Abbzzba "I will start thinking about dividends. 1: When we get to 5000 bopd production. OR 2: If there is 150 million plus buyout of block XX."

I'm looking at a 2000-3000 bopd production figure for the Maiden Dividend introduction

Maiden Dividends as discussed in the earlier posts, associated with Isle of Man regulatory guidelines & again, assert the l;ate v2027/ early 2028 timerframe.

The Yields ie circa 17% for Heron alone or 93% on Heron + Gobi, would increase over the following years and based on the current share price, hence a very compelling beason for accumulation, beyond any averaging down or other strategy.

Brent - $109bbl btw