Member Info for WiseOwlSpeak

You are "seriously doubting investment" - Cannot you do own research??

Just sell sir rather then posting fur advice 24/7 lol - Goobye!

Question nlis answered - post 16:23!

Keep up!

Pero China serve China State - either option ie PARTNERSHIP or BUY OUT feed into China State need.

Keep Up!

RNS at any time now also - no extended land access issue like before & which needed Law change.

Again BUY or listen to uninvested troll & do not. Lol

As CEO say - "It'll have to be at the right price"

Now if we look at just Heron Field (not Full Block XX) Recoverable Reserves atv 17% and 30% greater) You get idea how much that can be v current Mkt Cap!

Now consider NO BUY BACK but ACCELERATED Full Field Fevelooment (30 Wells total just for Heron with Petro China avg drill rate for Blocks 19 & 21 - 37 Wells pa) - Will see MASSIVE Revenue increase over single production year.

CEO $100K share Buy maje sense - HEADER make sense - Troll comments make No Sense!

HEADER - Buy or do not.

Wonder why Management already consider option of Petro China BUY OUT when trolls here say not happening?? 🤔😂😂

Keep up!

Summary of 12:04 - just basic facts & away from 'Nonsense' posting -

Asset Valuation (just Heron - not Gazelle, Gobi or Renewables) -

33M bbl (recoverable using 17%) at $40 Net Payback = $1.32Bn = £1.03 Billion!

58M bbl (recoverable using Management expectation of 30% greater then 17% standard) using $40 Net payback = $2.42Bn

= £1.9 Billion

China State WANT Strategic supply - why BUY OUT approach is (Very) high chance imo!

+10.31% UP ⬆️

Really just Start - have given reasons!

Let us put more figures out - just to give IDEA and NOT Exact Valuation - Any BUY OUT offer will be base on ASSET VALUATION and not 'Nonsense chat) on current mkt cap- this is just useful to see how Undervalue MATD is!

Let us look at 33M bbl (recoverable base on 17% recovery factor)

33M x $40 (Net payback) = $1,32Bn = £1.03Bn

But Progressive Report - "Using better well optimisation, the recovery factor could be increased to 30%< which would lead to Recoverable Reserves increasing to 58 mmbl" - Using this figure

58M bl x $40 = $2.42Bn = £1.9Billion

Again this is ONLY HERON and maybe explain CEO $100K share but!

Now compare to £23Mkt cap and maybe will understand why serious investors will start to move in to replace small trader positions.

**I am not Oil valuation specialist - thhscus just to give idea of Asset value - and to take this with CURRENT Mkt cap v High Priority Sttegic need of China State.

ACCELERATED Full Field Development is (Very)!exciting BUT I actually am expecting BUY OUT apprusch by Petro China!

My Accumulation is complete to build up position.

I now have others starting to build positions base on current Investment position going Forward

GL in trying to build own positions as we advance - not so easy I think.

*Anyone who mention Tariffs maybe does not understand this feed into China State need for 'Friendly Nation' supply - This is why 'BB Chatter' often sound like 'Nonsense talk' from people who are badly research!

Now - How much will we want from Petro China (just for Heron) and how much will they pay to service National Strategic Position of switch of supply (as much as possible) from Russia / Middle East to 'Friendly Nation'.

*Trolls have been 'Playing' BB - but serious Research show real Investment picture and why Petro Matad attracting serious interest from serious investors now!

* Annual Net Revenue - $42M = £33M (GBP)

Current Mkt Cap - £23M

Annual Net Revenue (100 bbl production) = $42M = $33M

25 Year Licence - 33 x 25 = £825M

* This is ONLY for Heron and not even including Gazelle or Gobi or any RENEWABLE which itself have massive upside (see post 06:32).

Buy or not - own choice!

BUY OUT Approach also very big chance (ref 11:16 post) & HEADER! ⬆️

Quick Fact Base (sensible) Summary -

Only real priority 2025 season is Heron 1 Production Increase using 'Inexpensive fix' they are confident on for Production increase.

*Even now natural unaided flow is much higher then 200bbl but choke back until fix.

Heron 2 and/or Gazelle and/or Gobi - Well development depend on how they see company expenditure on planned Low-OPEX stage.

Why?

They are looking at 'ACCELERATED FULL BLOCK XX Development' - Instead of 2 Wells per year - potential for Full 30 (on Heron alone) in much shorter time (PC AVG drill rate 37 Wells per year).

Ex. If we ONLY take Production at say AVG 100bl across each Well (deliberately I use Very low figure & expect much higher with modern Drilling technique Mr Buck mention)

**30 x 100 (daily bbl) x 350 (days) x $40 (net payback after PSC etc) = $42M Net annual Revenue!

*This is why 'Accelerated' production so exciting for (Massive) price e RE-RATE - Part of reason my Investor Contacts Accumulating - something some 'snall time 'BB Chatters' maybe do not/cannot understand!

Above thru PARTNERSHIP strategy to Maximise Shareholder Value - Strategic fast track Production which fit into China State Plan of course (as well as Massive Revenue increase).

*Add to this Arab (Saudi, Kuwait, Bahrain, wider UAE etc) DIRECT talks with Petro Matad/SunSteppe etc

Okay sir!

INVESTMENT!

Agree Mr Mimbrit - it seem like when every other AIM company promote themself with 'hype' - Petro Matad / SunSteppe Underplay everything!

But when we focus on actual Operational Development position - all become very exciting.

I give proper Investment Presentation ( not usual BB type 'chitter chatter this BB see) to my Investor Contacts who share with some of there own who invest in London Exchange.

Yesterday 1M Buy was just start to build up significant position for them. They able to see straight away what maybe some here do not / cannot.

HEADER - 'MATD - Transformational Year in 2025'

*Petro Matad X platform meeting with Regulator MRPAM - "recommended for becoming the first national company to start oil production in Mongolia"

Ref: believe 06:32 post on RENEWABLE Newsflow and factor in OIL Developments - all 2025 - HEADER make complete sense.

My Investor Contact purchase 1M stock BUY yesterday @16:23 - He (and other) after OWN research plan for more.

Day to day Market action / price moves not big issue for them like some BB posters - they are more serious 'Money People' ➡️ Opportunity for ones who see it & base on Research - 'BUY when others fear'

Make own investment decisions - All will develop anyway!

Thank you Mr Mimbrit - re: "Thanks for the pointers. I'm a bit sceptical about any short term benefit to Matad and it's lowly SP."

"Quietly confident if a good year" - I am also Confident but maybe not so 'quietly' lol!

Impact on SP will be (much) quicker imo & base on 2 very important factor -

- News on Development which will confirm Forward Revenue thru development

- 'Flipping' strategy for early term project basis pass onto other party for actual Development.

Now maybe we look at actual Details from Official source - (RNS 13th March 2025) - and which News release will be communicate to Market.

- RIO TINTO/OYU TOLGOI Hydrogen Project 1st stage construction preparation. "INTENSIVE Discussions with OT continue" (re: Project details) /Further Japanese Grant news / OT offtake agreement news ➡️Then "SRE will look to introduce Investors and debt providers. Interest has already been expressed by potential Investors"

- "Massive China Energy Export Project" - Hoping 'VIGOROUS' Govt to Govt discussions now underway ➡️ allow STE to ADVANCE MORE QUICKLY than was originally envisaged - 'interest from Major International Investors with whom SRE is ALREADY in discussions.

- BODI 200MW HYBRID PROJECT - Exclusivity Agreement in place with Bodi Group - "The Project has attracted early interest from MULTILATERAL FINANCIAL INSTITUTIONS and INVESTORS"

Can go into LOTS more detail but as I keep saying - RENEEABKES WILL BE MASSIVE - and PLENTY of News coming - Some Projects will be 'Flipped' for potential if 'SPECIAL DIVIDEND' as Mr Buck mention - and ubdersranding Petrovis will also want to see some ROI in real cash term!

And if course we have Exciting FULL BLOCK XX Development - looking not at 2 Wells per year but ACCELERATED Full Field thru Partnership link up (News Due).

-

Best thing is to refer to 13th Mar RNS & AGM Presentation sir.

- As we know - Mongolia is world's biggest (or second biggest) Renewable potential

- Power hungry neighbour China next door

- Mongolia -China recent Energy Export Agreement

- Domestic Mining Industry Power switch

- Major Funding Available

We take above and we see major Contract advance already with big players like Rio Tinto, China State CEEC company etc

Also SunStepoe CEO talk direct with Arab Investment Funds who say they make available up to $10Bn because specially China Energy Import Agreement - which SunSteppr ALREADY have MOU with China State Company.

LOTS going on with PM joint ve ture SunSteppe and why I say wiki be 'Massive' moving forward ( just check China plans on this and Mongolia domestic plans).

SunStepoe have people in too positions to secure Contracts - and why SunStepoe CEO wa part of High level Govt trade mission.

LOTS happening & Update expected.

Hooe that helps little bit at least and give done idea of what happening.

Think lot of people 'poised to top up' sir - obviously major News Due also.

All position well! 💰🚀