MATD - PAST/PRESENT/FUTURE23 Feb 2026 10:08
Forwarded from the matd tg group
Independently check everything anyone says here & position all facts within the context of the investment NOW & going FORWARD. Feel free to Re-post as and when, as some people here are obviously quite blatantly trying to misrepresent the MATD investment.
PAST - Non revenue generating but assets in place. However major beauracratic delays with processes, specifically land access issues and resulting in heavy cash calls and a share price reduced from around 39p per share to sub 1p.
PRESENT - Revenue generating via the circa 300bbl a day (around $300-350K p/m give or take). Renewable JV in a rapidly fast expanding sector & a company making farm out deal nearing completion with negotiations expecting to “complete in short order”. Also, Farm Out discussions already started for Block VII and Gobi well testing due, potentially increasing resources by 150% and hydrocarbon presence already detected. ZERO DEBT with Heron asset value at $150M-$300M in the ground ie Not touched. Current Mkt Cap $29M
FUTURE - looking at a full field Heron development production revenue of $72M-$130M p/a net payback (a 70:30 farm out split would see a $50M-$90M net payback to MATD per annum). Gobi would multiply that by x 1.5 and be additional to Block XX. Block VII has potentially billions of bbl in place and a Farm Out development strategy planned (discussions already ongoing).
Renewables - Not so easy to ascertain but Arab investors already looking at investing $Billions into the sector with direct discussions already having taken place with the Sunsteppe CEO. Project metrics for a ‘flip’ after initial planning consents etc noted at $50K-$100K per MW.
Future Mkt Cap - Many (many) multiples of our current one & some believe a potential over $Bn company going forward, based on the development rollout above.
Those are the actual facts which anyone can go check. Like a property investment, you buy the undervalued, unloved ones & not the overhyped Non-Revenue generating, heavily indebted rubbish we see everywhere else on Aim. A lot of people posting here need to get their heads out of the past & understand the forward evolving perspective of successful investing.
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