Member Info for SenatorPrime

Almost everything down on markets today, due to energy situation. Should be a positive for Petro matad specifically but with general low volumes (atm), any individual exiting the market may have a disproportionate effect on the SP.

Doesn't get away from the basic valuation metrics & forward potential, especially with long term strategic supply shifts

The Farm Out RNS should be landing any day now, in time for the April/May season start. It couldn't have been finalised before the March 5th meeting. Along with the marked disconnewct bvetween the current share price 1.225p and the 'in ground' asset value of just Heron alone (not inc Gobi, Block 7, Renewables etc), very easy investment decision, imo

MK the MRPAM meeting is a requirement to sign off the annual work program. If you zoom in on the picture posted, you'll note it states 2026. That particular isn't rthe one linked to any Farm Out details (obviously) but the meeting would cover said program and would be a requisite of the Farm Out conclusion

Brave man!

Good to see a new shares issue (via subscription to the investor) see a significant price rise, as opposed to the usual drop to rthe placing price ie 3.5p (or. below).

Be interesting to see what happens on Wed when the shares hit market. He may be tempted to offload some at least for an immediate profit but we'll have to see. He may keep the whole lot, who knows.

Back to MATD. Gl all

Don't buy then electric Lion, but watch it and thank me later if you do!

"Are you watching any other shares Krok? "

MATD mate. Asset value alone on the Proven/Probable Heron asset is around 20.2p per share. Add Gobi to that, which has already confirmed Hydrocarbons with a well test scheduled for April and the in ground valuation boosts to 50p. Zero debt, 100% owned and a transformational, company makingFarm Out RNS expected in the next couple of weeks.

DYOR but the biggest value gap disconnect i've seen anywhere on Aim. Little 5% pullback today after yesterdays 10% rise, so expecting the hard push to continue next week before the major rearte.

Hope that helps & clarifies things

The x 40 BAGGER valuation assesment again, for those who don't bother reading posts or connecting the mental faculties to understand them ;)

Petro Matad ‘In Ground’ Asset Valuations

$MATD: The "Value in the Ground" Math 🧮

With the March 5th MRPAM approval confirming the 2026 work program, the disconnect between Petro Matad’s 1.23p share price and its "in-ground" asset value is extreme & presents the best Value Gap buy on Aim. Using a standard 1.86 billion shares in issue, here is the breakdown at an 'oil in the ground' valuation for a buyout at $5/bbl and $8/bbl rates:

A) Heron Field (60 MMbbl Upside)

* At $5/bbl: $300M (£234M) Market Cap | 12.6p per share

* At $8/bbl: $480M (£375M) Market Cap | 20.2p per share

B) Gobi Prospect (150% Larger: 90 MMbbl)

* At $5/bbl: $450M (£352M) Market Cap | 18.9p per share

* At $8/bbl: $720M (£563M) Market Cap | 30.3p per share

C) Combined Portfolio (150 MMbbl Total)

* At $5/bbl: $750M (£586M) Market Cap | 31.5p per share

* At $8/bbl: $1.2B (£938M) Market Cap | 50.5p per share

At 1.23p, you are buying assets that even at a conservative $5/bbl multiple are worth 31.5p—a 25x return x40 return at $8bbl. With hydrocarbons already confirmed at Gobi and the farm-out RNS imminent, $MATD is the most asymmetric value play on the AIM for 2026. 🚀

Y-Alam "12.6 to 50.5p? Someone on Crack" No, just a grown up who can make a basic assessment of oil in the ground valuations.

With Zero debt & 100% asset ownership, the Risk v Reward and disconnect with current mkt cap is the very best on Aim. Hope that helps now go visit the AA for your little 'issue' ;)

Markets / Stocks down across the board btw.

However unique macro conditions slot in very favourably to the pure investment case linked to MATD, Oil prices & strategic supply sources

More like Trump I'd say. Hits them where it hurts! 😉

Just need to focus on the metrics and leave the kids to their playground chanting of non investment related nonsense. Easy lol

WIN/WIN all day lomg!

X 45 BAGGER is what we're looking at with Heron oil in the ground value + Gobi hydrocarbon confirmation (Hydrocarbons already detected by Geo Chemical analysis)

Heron at 60mmbl (proven/probable already) eqiuates to 12.6-20p per share at $5bbl & $8bbl in ground valuation figures

Zero Debt / 100% owned with a Farm Out RNS due any day, which will offset some of that 100% ownership for developing asset

So, RNS any day now and major immediate re-rate

"I've no freaking idea why such a long time..." Try keeping up and ignore flip flopper Hamm's nonsense

We had thje MRPAM meeting earlier this month, which would have been required for the 2026 work program signing off. Something which the Farmee would need. That was a succesful meeting and would have basically greenlighted the Farm Out.

FeverTreeMadeMe (Made a mess anyways) is the guy who traded out of MATD to buy BCE, then lost all £45K of it. Dope! 😂

DickkSlay" I must be missing something". Yes, a brain son! Lol

The metrics for thje asset val;ue at the various in ground oil prices of $5 & $8 are stated with cjheckable reserve figuires (confirmed for Heron and potential for Gobi, with hydrocarbons already discovered there)

The value play here and price disconnect is staggering, so difficult to comprehend. That's where doing the maths helps ;)

Or 4000% UPSIDE 🚀

Petro Matad ‘In Ground’ Asset Valuations

$MATD: The "Value in the Ground" Math 🧮

With the March 5th MRPAM approval confirming the 2026 work program, the disconnect between Petro Matad’s 1.23p share price and its "in-ground" asset value has reached an extreme. Using a standard 1.86 billion shares in issue, here is the breakdown of the buyout potential at $5/bbl and $8/bbl multiples:

A) Heron Field (60 MMbbl Upside)

* At $5/bbl: $300M (£234M) Market Cap | 12.6p per share

* At $8/bbl: $480M (£375M) Market Cap | 20.2p per share

B) Gobi Prospect (150% Larger: 90 MMbbl)

* At $5/bbl: $450M (£352M) Market Cap | 18.9p per share

* At $8/bbl: $720M (£563M) Market Cap | 30.3p per share

C) Combined Portfolio (150 MMbbl Total)

* At $5/bbl: $750M (£586M) Market Cap | 31.5p per share

* At $8/bbl: $1.2B (£938M) Market Cap | 50.5p per share

The Bottom Line: At 1.23p, you are buying assets that even at a conservative $5/bbl multiple are worth 31.5p (50.5p at $8bbl in the gropund)—a 25x return. With hydrocarbons already confirmed at Gobi and the farm-out RNS imminent, $MATD is the most asymmetric value play on the AIM for 2026. 🚀

That's why i keep laser focused on Investment metrics & stratergic environments Helps to keep the 'dolt' comments at bay lol

X41 Bagger or 4,000% - 50p target aspirations not so fanciful now (and without Block 7 / Renewables did i mention)

Whatever the eventual share price over any given timeframe, there's a huge disconnect between the asset value & current mkt cap. Those who identify that and the zero debt aspect of the company, providing shareholder protection, will do very very well indeed. It's a dream prospect, rarely found on Aim and in the middle of a major strategic supply shift, with China & India heavily in the mix. Perfect! 🚀