Member Info for SenatorPrime

Also why the CEO Buck's. been accumulating his own stock holding, regardless of price picked up at, as well as Petrovis's burgeoning holding levels. Not small time traders but with a serious, forward looking investment strategy, looking at hugely impressive Dividend revenue streams.

Enjoy the day - My holdings already secure

Short form. Also bear in mind, Hydrocarbons already detected at Gobi, with confirmation well testing expected in late April/Early May:

1) Dividend Initiatation - Late 2027/Early 2028

2) Heron Yield at initiation 0.21p / 17% - at year 5 0.85p /70% yield

3) Heron + Gobi at initiation 1.15p / 93% yield - at year 5 1.75p / 142% yield

Not factoring any revenues from Block 7 or Renewables. This is why the Petro Matad represents a singularly unique opportunity at this particular juncture in time, just before the massive 'Value Unlock' is initiated via the imminent Farm Out.

Why my strategy is laser focused on Accumulation, effecting a very lucrative Dividend Revenue income going forward:

Firstly, to reiterate 'Oil in Ground' valuations (circa), based on $5bbl & $8bbl figures & with Current Mkt Cap circa $30M

Heron - 8.8p to 14.1p. Mkt Cap: $160M to $260M

Heron + Gobi - 22p to 35.2p Mkt Cap: $400 to $650M

Dividend Impact and with the "Cost Recovery" phase accelerated by the Partner's carry, leading to the maiden dividend in late 2027.

A) Heron Field Only (70% Stake)

At Initiation (Est. 0.21p DPS): 17.1% Yield

5-Year Target (Est. 0.85p DPS): 69.1% Yield

B) Heron + Gobi Combined (70% Stake)

At Initiation (Est. 1.15p DPS): 93.5% Yield

5-Year Target (Est. 1.75p DPS): 142.3% Yield

Btw, those are ballpark yields at Dividend initiation based on buying in at the CURRENT share price.

1. Procedural / Legal Constraints

Cost Recovery - Under the Block XX Production Sharing Contract (PSC), Petro Matad is entitled to 'Cost Oil' ie recovering past exploration and development expenditures before the government takes its full 'Profit Oi' share.

Distributable Profits: Legally, dividends can only be paid from accumulated distributable profits. Cost recovery will allow the company to recoup historical spend tax, but has to reach a sustained accounting profit (Net Income) before a formal dividend can be declared under AIM regs.

2. Revenue Upscaling & Timelines

The catalyst is the Farm Out, which should be imminent, given the 'successful' MRPAM meeting a few weeks back. That should move us towards a stable production level of around 2,000–3,000 bopd level. Petro Matad will then have the free cash flow (FCF) to initiate a "Maiden Dividend"—timeframe around late 2027 or early 2028.

Coincidentally around the time of the Refinery coming on line.

As Abzzba pointed out, it's not like 'buying a car' with only the few weeks that have elapsed since the MRPAM meeting, effectively giving clearance to the Farm Out conclusion. Expect the Farm Out RNS in short order.

Pilsbury - The AGM should be in April and arranged post the Farm Out RNS announcement. I'll reiterate the 'successful' MRPAM meeting of earlier this month, which would have signed off the 2026 Work Program, necessary to give clearance for the Farm Out Operational activities.

I'll also reiterate my view on the Farm Out structure, which i believe will be around $20M for a 30% stake + a lump sum payment reflecting development expenditure to date. The current 'avg production figures per well' are somewhat skewered by H2, given the low sample size used. However, via the Farm Out the company will look to initially move to circa 2000-3000 bopd, thereby moving into Dividend initiation, which is a business priority for Petrovis (and of course Buck's own interest for ROI).

As i said before, the Retail holder component will transition to a more Institutional based one, hence significantly imp[acting the Share Price.

I'll go into more detail in my next post and why I'm implementing a Revenue based strategy on my MATD investment.

The Farm Out should initiate the transition towards a more Institutional investor base as opposed to the current Retail weighted situation. The volume & share price expression, will obviously reflect that over time & cross company development progress, that the revenues from the Farm Out will catalyse.

My own strategy is to relinquish a part holding wghen the share price hits the circa 12p level & retain the rest for the eventual Dividend revenue, which I'm anticipating within the next 18-24 mnths.

Petrovis & Mike Buck will be looking bto realize their own ROI's and will ikely also have the Dividend revenue stream in mind, from that perspective.

Apart from Block XX, we also have the potential multi-billion bbls Block 7 activities already being progressed (on fast track due to upgraded processes / national feedstock interests related to the refinery) & what we can expect will be a very strong National /International focus on the domestic & Export Renewable space.

Can totally understand the discussion of taking profit at 4p-6p and that just fits into the bigger picture transition to Institutional from Retail and the progressive development of the Company & associated Share Price.

Atb to all genuine investors rgardless.

Effectively opening up value in the asset, a healthy revenue stream & major increase in shareholder value whilst the company move forward implementing nthe larger business strategy underpinning further growth & revenue upscaling.

Farm Out - $20M for a 30% stake + a lump sum payment reflecting development expenditure to date IMHO

Farm Out RNS expected imminently should significantly re-rate the stock & unlock the significant value for shareholders.

Take your positions or don't. Everything in between are stages but not the end points of the culmination of Block XX, Block 7 & Renewables developments, to transform Petro Matad into a major, strategically well positioned player in the Mongolia - China - India -Japan - Korea energy space, with significant financial interests from the UAE, Saudi etc

ASSET VALUE assessment always helps with an investment approach - as well as key factors like DEBT & OWNERSHIP.

The above direct me in individual stock exposure & give a lot of confidence in my own MATD position.

Heron alone already Proven & Probable at 60Mbbl is c. 12.6p (give or take at $5bbl in ground) / GOBI (Hydrocarbons detected but needing confirmation with already cost covered Well Test in April/May) ann additional c.18.6p

At an $8 bbbl in ground valuation we hit the circa 50p figures WITHOUT any Block 7 or Renewables.

People may have different approaches to holding, trading or whatever. Mine is HOLD & ACCUMULATE, as I see Petro Matad as a potential 'giant' in the making.

Also, whatever people boast about re: their trading, they often quietly lose significant amounts. A poster here, making fun of those who held onto MATD, went on to lose £45k on a trash oiler wwith significant debt & other issues.

Very comfortable building up my MATD holding

I'm more into the Jungian perspective lol

Already beginning to creep back up

Doesn't look like any mutual basis for a paece deal. I'd expect some dramatic developments over the weekend, aligning with US troop deployments expected in the area. Price of oil likely back up, although i wouldn't mind stability around the current $100 levels, due to wider economic implications.

Geo-political strategic supply shifts will take prominence going forward, regardless.

Iran has rejected the US Peace Plan. Here's an unconfirmed counter proposal, as reported in Al Jazheera a few minutes ago

A complete halt to "aggression and assassinations" by the enemy

The establishment of concrete mechanisms to ensure that the war is not reimposed on the Islamic Republic

Guaranteed and clearly defined payment of war damages and reparations

The conclusion of the war across all fronts and for all resistance groups involved throughout the region

International recognition and guarantees regarding Iran's sovereign right to exercise authority over the Strait of Hormuz

Well done Doc! You can pat yourself on the back for that. Atb

Back to grown up discussion.

Thats where the Opportunity is & with a company making Farm Out RNS due immanently

TOTAL ASSET VALUE as per the header

Laboratory geochemical testing has already proven hydrocarbon presence at Gobi, making the upcoming well test a high-probability de-risking event. Here is the asset value in the ground (1.86B shares):

* A) Heron Field (60 MMbbl Recoverable):

* $300M (£234M) | 12.6p per share

* B) Gobi Prospect (90 MMbbl – 150% Larger than Heron):

* $450M (£352M) | 18.9p per share

* C) TOTAL Block XX Portfolio (150 MMbbl):

* $750M (£586M) | 31.5p per share

Think it's clear that the current price of 1.15p is a massive disconnect to the 31.5p 'in ground' total asset value, at the median commonly used 'in ground' price per bbl.

Grow up!

Atb with your investment Manlord & all genuine EEE investors!