Pantheon Resources Share Discussion Threads

[holcomber] 30/9/2021 19:57

Scot126,
You need to get back to the 'other side', the LSE 88e boys are missin' you. ;-)

[brinstocks1] 30/9/2021 18:15

Do we think the share price has reached fair value at this moment in time? Interested to hear people's thoughts

[michaelsadvfn] 30/9/2021 17:30

Temperatures dropping in Deadhorse & the big freeze appears to be no more than a couple of weeks away...



Leads me to think we may be testing Talitha this side of Xmas.

[chris0805] 30/9/2021 17:26

I did not panic buy any fuel... so thought it was rude to not panic buy beers at the pub!

[forwood] 30/9/2021 14:32

Reminds me of the sign outside a pub: Beer shortage soon. Panic buy here!

[wee jimmy] 30/9/2021 14:11

...and great news for Scottish independence supporters.

[lupins2] 30/9/2021 14:08

If that happens I will convert my car to whisky-LOL

[sirmark] 30/9/2021 14:05

Bloomberg reporters suggesting $200 pre barrel could be on the cards as the shortages hit in the next few years.

[scot126] 30/9/2021 11:49

Post #17585 by Twit Coin: Nonsense.

To say what exactly? "The company is in farm out negotiations with multiple parties. We're just about to enter the calendar quarter which we'd previously guided would *require us* to source funding to ensure our anticipated winter drilling programme goes ahead. What in the hell else did you expect us to be doing except *exactly* what we'd guided to in multiple RNSs and in the April and August webinars?"

No parties' names were mentioned, no terms were mentioned, no guarantees were given during the interview. What on earth is there to issue an RNS about? Bloody hell, Twit Coin. Leave this grown up stuff to the company, the NOMAD and the company's lawyers. When they have something to tell us, they'll tell us.

In the meantime, I wish Jay and PANR management the best of luck in securing that incredibly exciting winter drilling programme. We all know we're just about to enter the crucial Q4 period - let them get on with it without idiotic posts like #17585.

[soggy] 30/9/2021 11:38

At first I thought it may have warranted an RNS, but it's not actually new news, they have informed the market previously that they have been in discussions. But it's good to hear that there's more going on now than just the 'we've had folk in the data room' type info.

And presumably there's a nice big fat RNS going to drop soon with a name, or names, anda percentage and then we'll see the fireworks.

Let the good times roll!

[chris0805] 30/9/2021 10:38

I also thought this... but then also thought perhaps they are negotiating with different parties for different prospects. So Hilcorp for Alkaid Unit, Exxon Mobil for Talitha Unit & ConocoPhillips for Theta West for example ( other names could be in there clearly, these just used for example...)GLA C

[soggy] 30/9/2021 10:31

"Don't call me Shirley!" (Frank Drebble, was it?)

[bit coin] 30/9/2021 10:29

'Some of them are quite advanced, I Must Say'Shirley this means an RNS is now due because without doubt that is price sensitive information ???

[olderwiser2] 30/9/2021 09:37

A point that may have been missed in, the Proactive interview with Jay Cheatham, lies in these words from Jay. "farmout negotiations are underway, and some of them are quite advanced, I must say"
Some means more than one, so more than one party is in advanced negotiations. I do not think this means some aspect of an individual negotiation is advanced, rather there is more than one party at the table.
A competitive bid process is exactly what PANR need to achieve the best result. Bring in the best partner, that can bring more than money to the table. As a small exploration company, additional expertise and logistical capacity is worth a bit of discount on working interest.

[ngms27] 30/9/2021 09:34

Echo Beach?

[sirmark] 30/9/2021 09:32

I can hear the 80's calling. :)

[ngms27] 30/9/2021 09:02

Its called morning glory...

[brian boru] 30/9/2021 08:58

firm start, any news from US boards last night ?

[john henry] 29/9/2021 22:30

Forwood have to agree Zak Mir trend lines make absolutely no sense, hence targets are senseless.

[poohbear1] 29/9/2021 16:41

Thanks Scot for your kind words. Yes the GB private investment at the height of the early 2010s commodities boom (oil at $110 I seem to remember) was an unmitigated disaster, even given the SOA default. However depending on how far Pantheon rallies from here I could claw some or all of it back. The good news for me at least is that I am making more on my public shares than I have lost to date on the private ones. As an aside, while I am pretty confident that Farallon have sold their credit shares, the sixty million dollar question is what are they going to do with their equity shares....

[korkybucheck] 29/9/2021 15:54

LOL, Yoghurt - I10 is the worst!!

[scot126] 29/9/2021 15:54

Dear All - please find below a link to a thread by Conor Maguire, aka Value Situations on substack and Twitter. It's a nice wee summary of Jay's interview yesterday and Conor's thoughts on what was said.