Member Info for SenatorPrime

We'll know soon enough but reckon thats the plan

Not going to mention any out of respect for the bb.

gl

Oilers taking the focus atm. Mainly producers. Some tasty smallcap prospects out there

Thats why we have "MATD) has emerged as the premier high-conviction buy due to its unique combination of zero debt, government-sanctioned operations, and an imminent Farm Out RNS due."

"Compared to peers , MATD offers a vastly superior risk-reward profile, as it transitions from a "frustrated explorer" to a de-risked 2,000 bopd producer near term (target 5000-9000 bopd) with a captive domestic customer in the new Mongol Refinery."

Almighty rerate due

Agree option 1 . Probably why they have 5000 marines + personnel heading to the region. Oil prices will be high for a long time yet & strategic supply sources needs to prioritised.

MATD right next to China. Only producing 300bopd but positioned to deliver 5000+ with only Heron. Then we have Gobi & Block 7 & Renewables

Petro Matad ($MATD) has emerged as the premier high-conviction buy due to its unique combination of zero debt, government-sanctioned operations, and an imminent Farm Out RNS due.

Following the successful March 5th MRPAM regulatory sign-off that gives the all clear for the farm out signing, the "funding risk" that previously suppressed the share price at 1.23p has effectively evaporated, clearing the path for the long-awaited Block XX farm-out execution.

Compared to peers , MATD offers a vastly superior risk-reward profile, as it transitions from a "frustrated explorer" to a de-risked 2,000 bopd producer near term (target 5000-9000 bopd) with a captive domestic customer in the new Mongol Refinery.

With analyst targets sitting at 6.2p (+400% upside), this remains the best-in-class opportunity for investors seeking a transformative near-term re-rate as the 2026 drilling season commences.

Reckon $80bbl+ well into 2026 and further.

Short term"Early this week, analysts at Wood Mackenzie said that Brent Crude prices could surge to $150 per barrel in the coming weeks In our view, US$200/bbl is not outside the realms of possibility in 2026,”

Don't think there'll be a problem with the $80bbl oil price assumption. Should be riding high through 2026 at least IMHO

Still not sure about the management

Decent day today

Looks like bullish oil prices for a long while yet. Well into 2026 and all good for MATD

'The Myth of the Oil Glut Is Dead'

"The Strait of Hormuz disruption has shattered the long-held belief in a global oil glut, revealing that the market was actually running with very thin spare capacity and fragile supply chains.

Even a record 400 million-barrel strategic reserve release failed to push prices down significantly.

Years of underinvestment in oil projects, limits to U.S. shale growth, and geopolitical risks mean markets could stay tight."

FARM OUT pretty much greenlighted & RNS should drop any day with immediate rerate

"The sweet spot is when drilling is announced and funding is secure" That's where the rest of the assessment comes in & linking to the successful MRPAM meeting last week.

Relevance to the Farm-out Conclusion

"Regulatory Clearance: The conclusion of this meeting means the 2026 Work Programme for Block XX is now officially sanctioned. This includes the drilling locations for the upcoming season, which is exactly what a farm-in partner is paying for."

"Highest-conviction buy on the AIM for those targeting the imminent re-rating of a de-risked producer."

I'll take that

Incoming RNS pretty much locks that in as the ultimate Aim play atm

The sweet spot for small-cap oil is the "Value Gap" between regulatory approval and the first drill bit hitting the ground, and Petro Matad ($MATD) is currently the ultimate play in this space.

With the March 5th MRPAM meeting successfully concluded and Block XX farm-out negotiations in their final hours, the massive disconnect between the 1.23p share price and a 6.2p fundamental valuation represents a rare +400% upside window. As the "funding risk" evaporates and the 2026 production ramp-up to 2,000 bopd begins, MATD stands out as the highest-conviction buy on the AIM for those targeting the imminent re-rating of a de-risked producer.

"$MATD Price Outlook: Currently trading at a "frustrated" 1.23p. Analysts are calling for 6.0p+ (approx. 400% upside) if the Block XX farm-out closes this spring. With all 2025 revenue now paid and 2000 bopd in sight for the 2026 season, the "funding gap" is the only thing keeping this in the penny-bracket.

Watch the RNS for "Farm-out Execution" which would effectively been greenlighted now after the recent successful MRPAM meeting

Nice and oil prices set to stay bullish for a long while yet

https://oilprice.com/Energy/Crude-Oil/The-Myth-of-the-Oil-Glut-Is-Dead.html

Farm out deal pretty much greenlighted after the MRPAM meeting & oil prices set to remain bullish well into 2026

https://oilprice.com/Energy/Crude-Oil/The-Myth-of-the-Oil-Glut-Is-Dead.html

Ayotollah TenBag lets have a fatwa about MATD ;)