Member Info for WiseOwlSpeak

"LAzy" is to sit here all day and complain or make comment on this trade or that.

My post break down Priduction metric against mkt cap, give sector intel like on Renewable & on Country of nfo like Fitch & Moody upgrades - all in posts today

'Lazy' is complaining all day - just sell but probably already have I think! ;)

Case for Investor VERY Very Syrong & Production revenue many multiples of mkt cap going forward - JUST on Heron1!

Good evening 🦉

MB manage to get around all obstacle & put Heron 1 in Production - check production metrics in 16:26 post.

He set up Renewable busines with already 2 high margin contract agreed and China State Utility company chasing deal - Check ADB $100M loan post 16:01

Full growth strategy and target unchanged.

Donnit agree? Sell - simple.

Multibagger has not happen because all need for law change in past / Land access etc.

Now we (finally) have Production FAIR VALUE will happen in time & base on Production metrics - not BB chit chat on what trade mean.

At moment just private investor moving price on low volumes

For me this us most important - cover of mkt cap against H-1 Monthly Production

300bopd - 300 x $72 x 30 days = $648K per MONTH - or $7.56M over 350days in Year!

850 bopf - 850 x$72 x 30 days = $1.83M per Month - or $21.42M over 350 days in year

Take away 50% PSC & royalties - Think from Investor position Upside very clear & without "what does this trade mean" type of talk.

This is JUST with Heron 1 and not Full Field output! Also why I am accumulating and base on REAL Investment analysis!

I look.at Header and estimated Production revenue etc Mr Doc rather then trade say this or that.

When we look at value still very easy to be retail buyer / seller but with CEO $100K buy or Petrovis we understand what is what.

Investment analysis safer for Investor with timeframe which suits this - trade speculation for trader & cannot say much about this trade or that with certain outlook in any way.

We expect MRPAM news in "Days" from Zeus Note last week and we understand all PC commercial terms agreed.

This is why all talk of "Trade mean this" or "Trade mean that" - actually mean Nothing for Investor really!

Total volume still low sir for whole day less then £100k!

Think people need to understand what look like private investor impatience which volume level show.

Think we have plenty of NEWSFLOW this Q4 and Production output still much greater then Mkt cap!

Did say Watch Renewable Space!

"The Asian Development Bank (ADB) has approved a $100M policy-based loan to help accelerate and sustain investment in climate in Mongolia (Source: Mongolia Mining Journal)

"relentless selling".......of £40k!!

Think person who say yesterday is private investor trading day about right & with CEO $100K Buy only very recently.

Volume?

33 Trades

£40k sold

£31k bought

I see Vulture of COPL Stas is busy today lol - all because he wants to help ;)

- Header one say ALL really

- Volume very low

- H1 Still producing

- MRPAM in "days"

- PC commercial terms agreed

- Zeus unchange in target price & Bullish going forward (Vulture Stas with direct access from company maybe know

different - I forget it is Zeus who have specialist knowledge lol.

- H2 expect to get higher production with minimal Remedial work

Work out for yourself & without someone like Vulture Stas playing BB all day here for own selfish aim - same as he did at COPL and get punish there also!

Be Wise - be honest!

Moody Upgrade Mongolia Int Credit Rating after 9 years (things changing for better) and Mongolia PN announce support for Renewable Energy invesrment today - look past all BB "hysteric!" ;)

I am INVESTOR here with suitable timeframe - still expect to sell 33% holding at 20p, 33% between 30-50p and rest Dividend Income (Metrics, Broker target & forward projectuon of Renewable potential support this - but do not ask anyone to agree). - Do not have trading agenda but traders do which is obvious.

Let me put real Info which maybe help otye who also look at Investment Opportunity base on REAL (not trader hysteria) Metrics & Official Intel.

Mkt Cap £22.5M v Heron 1 (Monthly) Production.

300bood - 300 x $72 x 30 days = $648K

500bopd - 500 x $72 x 30 days = $1.08M

1000bopd - 1000 x $72 x 30 days = $2.16M

*Net take away 50% for PSC /Royalties etc

Now DQE Low Cost / Deferral / Offtake (as in Official RNS - for one who say "WiseOwl either isn't aware or more likely is trying to trick others that extract from DQE is from years ago)"

Actually this is from Official RNS June 2024

""The Contract (with DQE) envisages a REDUCTION in Drilling, Testing, Fracking and Completion Costs and Includes some DEFERRAL OF COSTS to allow a portion of the Drilling Expenditure to be SETTLED FROM FUTURE PRODUCTION REVENUE"

How much Deferral / Cost Reduction? Why not wait until we know before all rubbish about funding next season.

I think ONLY ones who try to "TRICK" anyone are (some) sneaky traders trying to play BB - many who do not need to have already Buy in & understanding points made.

But or Not - Official Intel sources given - No need to use scare tactics which have no base.

Think Mr Kahn actually right whennbe say if you look at Holdings / Volume etc this all Retail / trader action really.

Buy or not - make up own mind base on real & Official Intel, logic etc!

Let us use our BRAINS to analyse like Professional (and not BB "chatter")

1 - "All the downside is priced in" - Heron 1 Production Revenue (even minus PSC) more then show this! (Source: Check Metrics on 300,500 or 1000 bopd).

2 - "If H2 is an official duster" - It is not and even 30bopd is Commercial BUT they expect to be much higher with Low cost Remedial work (Source: Zeus Note)

3 - "If next RNS does not have agreement signed etc" - Refer point 1 and MRPAM clearance expected in "Days" (Source: Zeus Report)

4 - "If topside costs are high ex 200bopd (Refer point 1 and all indication H1 above expectation & PEODUCING already.

5 - "If PC have offered Punitive pricing schedule" - Commercial terms already Agreed (Source: Official RNS)

6 - "If storage tanks reach capacity" - Means we will have large production stock in place to sell BUT company expect Sales Revenue within "Weeks" (and point about MRPAM in days)

7 - "If problems with DQE" re: cost deferrals - DQE did approach Petro Matad with this terms & offers (usually company do this for good commercial reason & not change there mind for BB trader agenda Lol). Refer also point 1 & H1 Production metrics EASILY covering Mkt Cap

8 - If analysis shows field compartmentalised" - Refer to point 1 about H1 covering current Mkt cap. Comoany ref on H2 being commercial even now. Fields 19 f 21 on both sides commercial and Multiple Wells with H1 already covering of valuation now. Let us be realistic please!

- If placing comes price will be buggered" - BEFORE even talk of H1 Revenue / DQE low Cost terms let us look at obvious - We can probably expect Major Correction BEFORE this would ever be issue AND whatever trolls here saying to get own entries!!

Investor Relax? - What I mean is when timeframe longer then short term we understand how major SP RECOVERY happen.

This is why lot of Trader ones who get excited / upset - can see how lot sold to get lower entry & how price move with this.

Also think lot can see look like major OVERREACTION and CORRECTION expected - with Sells slowing sharply & Buyers moving in.

1.50p Support see Strong Buying and think same ones who make lot of noise will jump in - Next post will focus on INVESTMENT CASE they try to twist for selfish need!

Go check OFFICIAL sources yourself!

🦉

Again fur ones who use usual placing fear.ngeing for Aim stiocks.

"The Contract (with DQE) envisages a REDUCTION in Drilling, Testing, Fracking and Completion Costs and Includes some DEFERRAL OF COSTS to allow a portion of the Drilling Expenditure to be SETTLED FROM FUTURE PRODUCTION REVENUE"

How much Deferral / Cost Reduction? Why not wait until we know before all rubbish about funding next season -

1.50p support tested & did hold with Strong Buying.

Troll poster disappearing & many understand REBOUND very likely. Reasons all give before and value on just Heron 1 well above Mkt Cap.

Also NEWSFLOW pieces due this Q4 and feed into what we expect with Rebound.

Buy it not no problem - many just use as Acvumulstion Opportunity.

Good evening all real Investor.

People should note this from OFFICIAL source - ""The Contract (with DQE) envisages a REDUCTION in Drilling, Testing, Fracking and Completion Costs and Includes some DEFERRAL OF COSTS to allow a portion of the Drilling Expenditure to be SETTLED FROM FUTURE PRODUCTION REVENUE"

How much Deferral / Cost Reduction? Why not wait until we know before all rubbish about funding next season -

Lots of NEWSFLOW still due THIS Year!

And BUYS coming back IN!

Surpruse surpruse 🙄

Focus on INVESTMENT!

True Mr Proquo & thank you for posts.

Point people should understand - people think Winter shut down - No news.

This is NOT correct and will be RNSs re: MRPAM, New Blocks, Full Update (include H1 & H2 Remedial if done this season), Big announcement i expect with SunStepoe China JV, PC sign of with commercial terms already agreed - this within next 5 week.

I did have no problem in making decision to Buy more today - I know why & understand my inverment here

Buy or not - but have look at actual investment!