Member Info for SenatorPrime

Did you say you were the biggest holder here? lol

"The meeting with MRPAM (Mineral Resources and Petroleum Authority of Mongolia) on March 5, 2026, serves as the final regulatory "green light" for the year’s operational program. This is the critical precursor to executing a farm-out agreement, as no partner will sign without a government-approved work plan."

"Operational Readiness: The timing is surgical. By concluding on March 5, Petro Matad and its potential partner have approximately 4–6 weeks to sign the RNS and mobilize rigs before the April/May "Spring Window" begins."

RNS incoming. Best get your buy in quickly mate ;)

RNS incoming Hamm the Spamm

They needed the MRPAM clearance for the 2026 work program, which would have been part of the Farm Out plaN. as they said, the MRPAM meeting was successful so would have been the greenlight for the farm out go ahaed. Parties wouldn't have proceeded without it.

Try to keep up. Spending bless time moping here like a crybaby may help

Expect the Farm Out RNS any day now.

Shorter form

"3. Why the Disconnect? (The "Risk" Factor)

The market currently trades at ~1.3p because it applies a massive "AIM Discount":

Risked NAV (8.3p): This is what the market should be priced at when the farm-out is signed but drilling has not yet proven Gobi.

Unrisked NAV (21.5p - 23.3p): This is the "Takeover Value" if the 2026 drilling season confirms Gobi matches Heron's quality. With hydrocarbons already detected, this has a high chance probability.

$MATD: Crunching the 21.5p Buyout Numbers 🧮

The current 1.3p price is a mathematical anomaly. Following the March 5th MRPAM approval, the path to Zeus Capital’s 8.3p Risked NAV is effectively clear. However, the additiona prize is the Gobi prospect, which at 150% the size of Heron, brings an additional 90-150 million barrels into play. At a standard $6/bbl acquisition multiple, Heron alone justifies an 8.6p buyout. Add in the Gobi resource, and you reach the 21.5p unrisked target.

For a strategic giant like PetroChina or ONGC, paying £400M to secure a 700-million-barrel basin-play is a bargain & highly advantageous in the current strategic supply environment. The "Value Gap" isn't just large—it’s generational. 🚀"

Here's the metrics for Dickkslay 😂 Short form in the next post ;)

To bridge the gap between current market pricing and the strategic buyout potential, we use a Sum-of-the-Parts (SOTP) valuation. This model incorporates the established Zeus Capital benchmarks alongside the significant resource upgrade from the Gobi prospect.

1. The Core Valuation: Heron Field (Block XX)The baseline for any buyout is the Heron Field, which is already in production.Recoverable Resources: 25 MMbbl (P50 Base) to 60 MMbbl (Upside/3P).NPV10 (Zeus Base): Zeus Capital previously modeled a Risked Net Asset Value (NAV) of 8.3p. This includes a high "geological chance of success" (GCoS) for Heron but heavily discounts future exploration.

Unrisked NAV: Zeus’s unrisked figure of 23.3p assumes the full development of the 60 MMbbl upside at current oil prices (approx. $75–$80 Brent).Buyout Logic (The 8.6p Floor):A strategic buyer typically pays for "Proven + Probable" (2P) reserves. At a standard industry acquisition cost of $5.00 to $7.00 per barrel in the ground:$$60\text{ MMbbl} \times \$6.00 = \$360\text{ million total value}$$Adjusting for the 1.86B share count and converting to GBP:Result: ~£160M / 1.86B = 8.6p per share.

2. The Multiplier: Gobi Prospect (150% Larger than Heron)The Gobi prospect (including Gobi Bear-1) is the "basin-opener." If Gobi holds 150% more oil than Heron, we are looking at an additional 90 MMbbl to 150 MMbbl of potential recoverable resource.ComponentResource (Est. Recoverable)Val. at $6/bblPer Share (1.86B shares)Heron (Proven/Probable)60 MMbbl$360M (£280M)8.6pGobi (Exploration Upside)90 MMbbl$540M (£420M)12.9pTOTAL (Combined)150 MMbbl$900M (£700M)21.5p

Abzzba. The 21.5p figure includes hydrocarbon finds at Gobi. I understand geo-chemical has already detected their presence which needs confirming via the April/May well test.

The 8.5p is Heron on its own. Gobi is potentially 150% larger than Heron so approx 500MMbo with a total of 700MMbo for Heron + Gobi. All figures add up & consistent with professional assesment notes. Any buyoutr would attract a healthy premium with current events & oil prices / supply strategies changing

Think Dustsly's just desperate for someone to bat off now TBT's ignoring him 😂

Mainly targeting producers atm with a really juicy smallcap lined up for near term rearating. Oil price could hit $150-$200bbl yet

"U.S. Has Used Up Most Options to Soften the Oil Price Shock

By Tsvetana Paraskova - Mar 17, 2026, 7:00 PM CDT

The U.S. has already used most emergency tools (SPR release, waivers, tanker support) to curb rising oil and gasoline prices, but these measures have had limited impact.

A prolonged closure of the Strait of Hormuz could remove as much as 17 million bpd from global supply, something no reserves or alternative routes can fully offset.

If disruption continues, oil could surge to $150–$200+, triggering major economic and political fallout, including rising fuel costs and global instability."

https://oilprice.com/Energy/Energy-General/US-Has-Used-Up-Most-Options-to-Soften-the-Oil-Price-Shock.html

Best strategy TM. Pure binary play. I have my investment with none derisked but only modest exposure so can easily take complete wipeout. Gotta do what you're comfortable with

U.S. Has Used Up Most Options to Soften the Oil Price Shock

By Tsvetana Paraskova - Mar 17, 2026, 7:00 PM CDT

The U.S. has already used most emergency tools (SPR release, waivers, tanker support) to curb rising oil and gasoline prices, but these measures have had limited impact.

A prolonged closure of the Strait of Hormuz could remove as much as 17 million bpd from global supply, something no reserves or alternative routes can fully offset.

If disruption continues, oil could surge to $150–$200+, triggering major economic and political fallout, including rising fuel costs and global instability.

https://oilprice.com/Energy/Energy-General/US-Has-Used-Up-Most-Options-to-Soften-the-Oil-Price-Shock.html

U.S. Has Used Up Most Options to Soften the Oil Price Shock

By Tsvetana Paraskova - Mar 17, 2026, 7:00 PM CDT

The U.S. has already used most emergency tools (SPR release, waivers, tanker support) to curb rising oil and gasoline prices, but these measures have had limited impact.

A prolonged closure of the Strait of Hormuz could remove as much as 17 million bpd from global supply, something no reserves or alternative routes can fully offset.

If disruption continues, oil could surge to $150–$200+, triggering major economic and political fallout, including rising fuel costs and global instability.

https://oilprice.com/Energy/Energy-General/US-Has-Used-Up-Most-Options-to-Soften-the-Oil-Price-Shock.html

1,600% Upside. 8.6p-21.5p from current 1.25p

"the most undervalued, mission-critical energy entry on the AIM. 🚀"

Valuation models for the Heron field alone (200MMbo) suggest a buyout potential of ~£160M (8.6p/share). However, with the Gobi prospect estimated to hold 150% more oil than Heron (approx. 500MMbo), a combined resource buyout—reflecting a 700MMbo basin-play—could conservatively reach £400M+, or 21.5p per share. At the current 1.23p, the market is ignoring a staggering 1,600% upside gap. As the 2026 drilling season commences, MATD remains the most undervalued, mission-critical energy entry on the AIM. 🚀

$MATD: The Strategic Takeover Target – 2026 Upside Model 💎

The March 5th MRPAM regulatory sign-off has transitioned Petro Matad ($MATD) from a mere funding play to a very high-probability buyout prize. With India’s $1.7B Mongol Refinery nearing completion and China’s energy security mandates requiring local feedstock, Block XX is now a geopolitical necessity.

A strategic acquisition by PetroChina or ONGC Videsh would likely command a massive "strategic premium" over current market caps.

Farm Out RNS incoming . MATD: Regulatory Green Light! 🚦

The successful conclusion of the MRPAM annual meeting on March 5 is the final "box ticked" for the 2026 season. By securing government approval for the Work Programme, MATD has cleared the last major hurdle for the Block XX farm-out.

With negotiations already "nearing completion" last month, this regulatory sign-off is the catalyst that allows the partner to pull the trigger. We are now in the prime "signature window" before drilling starts in April.

The gap between the 1.2p share price and the 6.2p fundamental valuation is closing fast. The funding risk is gone; the production ramp-up is next. 📈

+4% up atm

Nope. click my profile if you really want to know

Atb

Just for you little man ;)

Farm out RNS pretty much green lighted and 400% plus sp rerate over following weeks

$MATD: Regulatory Green Light! 🚦

The successful conclusion of the MRPAM annual meeting on March 5 is the final "box ticked" for the 2026 season. The gap between the 1.2p share price and the 6.2p fundamental valuation is closing fast. The funding risk is pretty much gone; the production ramp-up is next. 📈

🚀

Another day closer to prelim results. Binary play but fair enough

5000 maries heading to the region and specialists in that sort of stuff