Member Info for SenatorPrime

Hamm. You sound desperate to convince us mate lol

Gemini tells me the farm outs pretty much a "done deal"

My brain tells me its pretty much in the bag

Current valuation tells me nothings priced in."The market is currently pricing a "risky explorer" at 1.23p, but the reality is a de-risked producer with a 200-million-barrel resource (Heron) and all 2025 revenue hurdles cleared. "

Some bloke called Hamm is posting ten to a penny that I'm wrong. Okay lets both sut up and see whose right. I'll hold & you wont be :)

Bet thats not what you're planning though lol. Stay smart & not desperate buddy ;)

Takeover might even come in with whats happening in the world instead of the farm out. With the potential billions bbls from block 7, Gobi & GW's of power from renewables as well as Heron China may just decide to bid for the whole show. RNS any day now anyways

But happy with my little position here no m,atter how speculative it is

completely true lostallmy****s and not relevant for uog which isn't producing yet. very relevant for companies producing though.

good to have the main market ones in the pf atm & have a super exciting smallcap producer in my pf too and waiting on their farm out rns any day now

Opportunity is this bit."Expect the RNS any day; once the "funding gap" is closed, the penny-share valuation becomes history. 📈"

Even when it is and the conflics over prices going to remain elevated well into the year

No real sign of Hormuz issue getting sorted

"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,”

Hamm. you might want to read the following before you completely soil your pants mate lol

"The market is currently pricing a "risky explorer" at 1.23p, but the reality is a de-risked producer with a 200-million-barrel resource (Heron) and all 2025 revenue hurdles cleared. "

BOOOOOOM written all over it

Add to that " 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,”

And not dropping any time soon with emergency reserves from 32 countries already tapped and no one bailing out Trump on Hormuz yet.

Farm Out a 'done deal' according to gemini baseds on all factors to consider. This is what it gives me. Any problems with that don't buy and look elsewhere.

"$MATD: The "Done Deal" Re-Rating is Here 🚀

With Block XX farm-out negotiations officially confirmed as "nearing completion" as of February 2026, Petro Matad is sitting on a binary re-rating trigger.

The market is currently pricing a "risky explorer" at 1.23p, but the reality is a de-risked producer with a 200-million-barrel resource (Heron) and all 2025 revenue hurdles cleared. A signature with a major partner—likely PetroChina for infrastructure synergy or an Indian NOC to feed the state-backed 30,000 bopd refinery—secures the capital for the 2026 drilling season starting next month.

If the farm-in carries the costs for a 2,000 bopd ramp-up, the fundamental floor shifts toward a 6.2p target (400%+ upside) based on projected $30M+ EBITDA. Expect the RNS any day; once the "funding gap" is closed, the penny-share valuation becomes history. 📈"

Will we see China in that mix?

Wonder whose gonna help with keeping the Straits clear for passage?

Https://oilprice.com/Energy/Crude-Oil/Futures-Market-Misreads-the-Hormuz-Oil-Shock.html

Doing nicely here. Have a nice smallcap in my pocket too but a nutty board there. Oil producers is where its at and will be for a while.

Emergency oil reserves used up means high oil prices for a goos while. At least into Q3 2026

"Done deal" was the bit i liked most ;)

Also gave a wider list of potential Chinese & Indian partners

Chinese

1 )PetroChina Daqing Tamsag

2) China National United Oil Corporation (Sinoil)

3 CNOOC

4) Anton Oilfield Services (Antonoil)

Indian

5) ONGC Videsh (OVL) frontrunner

6) Megha Engineering (MEIL)

7) Engineers India (EIL)

8) Oil India Limited (OIL)

Farm out catalyst then while we have all the rest of the stuff going on in the world

Doesn't look like any near term oil price drop & analysts reckon will be bullish at least into Q3 2026. Not sure about the $200bbl tbh but wouldn't be surprised to see anywhere from $120-$150bbl

Btw did some crunching on this over the weekend. This is what turned up

Petro Matad ($MATD) Farm-out Assessment: March 2026

Block XX (Production Phase)

* Likelihood: Extremely High. Discussions with a primary counterparty are "nearing completion" as of Feb 2026.

* Timeline: Final RNS expected H1 2026 (before the April/May drilling season).

* Candidate: PetroChina Daqing. They already process Matad's oil at Block XIX; a farm-in allows them to integrate Heron into their existing infrastructure.

Conclusion: The Block XX deal is effectively a "done deal" awaiting the final signature, with PetroChina being the heavy favorite due to the existing Oil Sales Agreement.

Share Price Assessment

Current Market Snapshot (March 15, 2026)

* Share Price: 1.23p

* Market Cap: ~£23M

* Status: "Production Startup" phase. The market is currently pricing in the risks of previous payment delays and the wait for a finalized farm-out.

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"

Iranian threats of $200bbl might not be just posturing

"Analysts started expressing views that $200 oil is not a fantasy anymore"

https://oilprice.com/Energy/Crude-Oil/Futures-Market-Misreads-the-Hormuz-Oil-Shock.html

$200bbl may be closer than we think. Still reckon it'll be contained in the $100-$150bbl range if you can even call that containment