Member Info for WiseOwlSpeak

Agree mr Thorgasson.

Here is source ref anyway

"7,000 - 9,000 bbls a day" - Mongolia Mining Week interview 14.05 mins.

Yes apology for thread i just do straight from last reply.

Have good Christmas sir 🦉

Mr Thorgasson

It is estimate for 7,000 - 10,000 bbl oil per day with full Heron field develooment (source: Mr Mike Buck interview)

🦉

Header say exactly what I mean!

Mr Hamm

Just from good manner because Mrs WOS say should not post so much in new year - this give you idea on your Question & not many will see post so maybe good thing for now.

First we understand PRIORITY is Block XX DEVELOPMENT / PRODUCTION!

Now to your question -

Takeover mention by mr Mike Buck and say must be party who have logistical fit with Petro Matad.

Obvious choice Petro China - field next door, DQE (sister company) will be JV partner of Petro Matad.

Will Mongolia let them because need feedstock for refinery? Petroleum Law "stipulates that in the case of construction of a refinery, oil will be supplied as a priority". We must look into rule of ownership of end product BUT look like Mongolian Govt oil Indepence protected in this Law. Also Petro China have state they agree to this.

Strategic say Petro China WILL make takeover offer and BEFORE full value development of company thru all areas. Also fit in with Renewable JV export to China.

I will add other route and which make Takeover situation more competitive / better for MATD share holder.

Mongolian Govt Resolution No.169 of 2018 approve "State Policy on the Development of the Oil Industry" which cover Refibery, Oil production anx other.

Mongolia have no NOC (National Oil Company) and fuel crisis show how important DOMESTIC PRODUCTION is. Petro Matad is see as domestic company already and with IOM meeting with top MMHI / MRPAM in person present I think not difficult to see tie up with Mongol Govt.

Petrovis is biggest shareholder and will want ROI with millions dollars spend by Petro Matad over the years.

I think move for TAKEOVER will be fast after Block XX operational start and BEFORE company step up production / new block development / Renewables.

Like I say have been collecting my shareholding and expect major ROI from it with security in REVENUE PRODUCING company.

Focus on INVESTMENT / RESEARCH help 🦉

Lot of intel back up header but maybe post more start of new year.

Good to have my holding 🦉

Always say main investment elsewhere BUT think potential upside here cannot compare with anything else on Aim - good luck if you can pick up even slightly large holding level (try and you will understand what I mean).

Research will tell you truth of header and with (China) State linked Power China representing GCM at highest level of negotiation.

Before issue was about local political influence push by pressure group National Committee for Protection of Oil-Gas-Mineral Resources. This group was strong at time (with Hasina in opposition party) but much weaken now.

"The movement has not been successful in the last decade because of the change in the position of the partner political parties and the prioritization of party interests" (Source: bonikbarta.net) - this is important to understand power dynamics change.

Now we look at CRITICAL foreign currency reserve issue and coal imports / power station importer freedstock.

"One of the world's newest coal burning power plants began operation in December . By January it had ground to a halt.

The reason: it didn't have coal to burn.

Maitree power plant shut down (temporarily) due to a shortage of FOREIGN CURRENCY to import coal from Indonesia. This happened because the Bangladeshi Taka shrank, while commodity prices rise sharply" - (source: nytimes).

If you want to trust something - trust ECONOMICS!

Before Hasina could try to stretch thing - now with global & country specific economic situation she has NO CHOICE!

Phulbari WILL GET PERMISSION and why I do not even think about trading in my shares.

Question is how big can upside be when this come through and which is question I still put yo other informed members of this discussion?

Company sound confident now for good reason I think.

Have good Christmas also 🦉

Mr Hamm

"Any possibility of surprise take over for 50p or so?"

YES - but I keep my focus on near term start of PRODUCTION and development for this. After this will present all intel and discuss then laugh about some of comment from trader here.

Also want to wish all GOOD CHRISTMAS TIME - Be HAPPY 🦉

Header say ALL and will keep this about INVESTMENT discussion only!

We have CONFIRMATION now in official RNS with ALL parties agreed (no more talk of blocking / negotiating terms ) - this lead us to expect MAJOR RNS to release FULL WORK PROGRAM!

Summary for early 2024

- RNS of LP final signature

- Heron Operational Update

- Heron Development Start

*- Block XX Development IN PARALLEL

- DQE JV RNS

- New Block Details

- Renewable Update

* Block XX Toson Uul is est 3 BILLION bbl in proven & producing basin.

Before with UNCERTAINTY trader did have easy time on BB and with low volume / hard price move. Now with more CERTAINTY many will understand what all above NEAR TERM news development mean and will take long positions. Low volume / hard price move will work for investor now.

Also think we start to see BIGGER position size be taken and even bigger ganechanger will be INSTITUTION who come in after next RNS - I expect this more with PRODUCTION start but even small move by them now can have BIG EFFECT!

Keep focus on INVESTMENT 🦉

People begin to position for what very much look like will be the year for GCM.

This is illiquid stock so if you even manage to get shares you have been fortunate.

Upside work out for yourself or you will think exaggeration am sure. Maybe someone else will like to post on this.

You have choice to wait for full developments to take place.

Focus on investment 🦉

Think you understand more if you check role of The National Committee for Oil-Gas-Mineral Resources in start of action & Hasina position as opposition leader at time.

Now you look at loss of influence since thid time and failures on campaigns since to stop development.

Then focus on extreme economic situation which MUCH worse since GLOBAL ENERGY CRISIS with foreign currency shortfall due to expensive imports.

You (just start) to begin to understand why look very good actually for positive outcome 2024.

This is just little bit of INTEL for one who really wants to know about INVESTMENT and not CHATTER!

Be Wise 🦉

Thank you mr Searcher again for excellent INTEL!

MATD is main investment and say this because that is where I post / have major holding BUT did research here and will share in New Year when I check it to make sure all accurate for investment picture.

In meantime would be helpful if some (sensible) opinions on header subject to understand RISK v REWARD profile.

Thank you 🦉

LOL probably sign from Universe sir 💰💰💰🚀

Uptrend 🦉

STEADY PRICE RISE (with net weekly gains) + Multiple RE-RATES!

This is how I see price move over next few months & multiple NEWSFLOW!

Do own research - all become very clear!

🦉

X 50 BAGGER, x100 BAGGER, x 200 BAGGER?

I welcome (intelligent) discussion on upside here. I know this type of figure do not overestimate but other view welcome please

Thank you 🦉

Header say all & focus on actual investment.

This is why I look at STEADY PRICE RISE on UPTREND with overall weekly NET GAIN!

Buy hold sell or whatever person want but we can say with some confidence price will carry on with push upward on uptrend.

Company making RNS which unlock multiple short term newsflow due soon.

Be WISE & INVESTMENT FOCUS 🦉

I have small holding here and do not post but important point - Upside is really massive and people who try to rubbish share must understand how difficult this is to buy.

Dip get bought I see and when I try even few hundred pound difficult.

Very important point - have research this also and find some very important point of investment which push me to BUY.

Will discuss when BB less busy maybe and say thank you to holder here who post such high quality research for us all.

Upset trader let them cry but like I say before here I have my holding - will just hold now because research show me (like other well research one) that look like all come together now.

This is only few percent of my total portfolio and even this was difficult to get.

Focus on Investment Research 🦉

Thank you for reply Mr Searcher. This BB is useful to share intel 🦉

Mr BP

Be Wise please! 🦉

Also thought on TIMEFRAMES / LIQUIDITY / UPSIDE potential on permission to mine?

Thank you

Mr Searcher

I do some research on this and is VERY different risk profile of my main holding I have.

That is Low Risk / High Reward and this i see as High Risk / Very High Reward.

Do you agree with my risk profile here sir?

I think you post some good research which is good for BB to discuss in intelligent way but your thought on risk is welcome sir.

🦉