Pantheon Resources Share Discussion Threads

[johnswan193] 20/1/2022 08:13

Yes and the share price after operations are complete could be lower than 30p. If the holders think it will be higher and have no intention to sell in the meantime then why not wait until operations are complete in order to get the downside protection? Closed period does not stand up either. If they are insiders exercising the warrants and the company subsequently enters a closed period the shares could not be sold until the closed period ends.

[scot126] 20/1/2022 08:12

Not wrong, johnswan193. Back to corporate law school for you once again. It's time for you to learn about in specie distributions as it pertains to corporate entities prior to legal dissolution.

I'm not debating this with you. I know what is happening because I now know some of the 30 individuals referred to above.

Stop posting on this subject. You have no idea what is happening. Move on and plan your next ego-driven assault and stalking campaign, you snivelling weirdo.

[overeager] 20/1/2022 08:07

Johnswan, isn't Pantheon about to enter a closed period due to price sensitive info potentially being available to insiders? I'm thinking these transactions are being completed prior to any operational price sensitive results.

[johnswan193] 20/1/2022 08:02

Wrong Scot. Unless the warrants are expiring, why would they be exercised now and not later if the shares are not being sold? Unless you can explain this, the derisking assumption holds.

[scot126] 20/1/2022 08:00

Soggy - I was trying to be funny and patently failed. I thought the fulsome praise for the multiple question marks would have indicated as such. I continued the morning coffee metaphor on that basis, believing it to be amusing.

Sounds like I hurt you. I apologise unreservedly. I was being 100% serious when I stated I appreciated your use of multiple question marks. That is *exactly* what I plead for posters to do when they're unsure of factual matters. Your musing post with all those questions marks was perfection. Sorry again.

[scot126] 20/1/2022 07:41

Needless to say, johnswan193 is wrong again.

You're all sentient beings so it's your call but whether you're long, short or neutral on the PANR investment case, I strongly advise all readers of this thread not to listen to a word this foul, stalking weirdo posts.

[soggy] 20/1/2022 07:30

Who is derisking what by exercising warrants johnswan?

[antique7879] 20/1/2022 07:21

A total of 9,607,843 warrants with an exercise price of £0.30 were issued in connection with the Company's acquisition of Great Bear Petroleum in January, 2019 on a 50/50 basis to Farallon and Great Bear Petroleum.
The Company has received an exercise notice over 4,803,922 Warrants from GBPO and has also received £1,441,176.60 in associated exercise monies.
The Company understands that GBPO in turn is distributing the interest in these shares to its parent companies in due course as follows: Alaska Great Bear Partners LLC ("AGBP") 2,427,803 shares and Ursa Major Holdings LLC ("UMH") 2,376,119 shares.

[johnswan193] 20/1/2022 07:19

This is simply further derisking pre-results.

[soggy] 20/1/2022 07:15

Thinking out loud - if the number of warrants is in some way related to the share price would it be fair to infer from them being exercised today that they expect significant movement shortly in the SP?But to the north, or to the south???

[soggy] 20/1/2022 07:11

This RNS just highlights how convoluted and opaque the whole Chon's/farraon/great bear/individuals setup is. Even the recipients don't know what they've got a it's dependant on the share price and exchange rates on the day. No wonder we haven't had much joy in fathoming it.

[inteligentia8] 20/1/2022 06:12

Permian Basin: high oil price breathes new life into US shale - via @FT

[scot126] 19/1/2022 22:28

Thanks for the link to the Alaska Journal article, cezuan. IMHO the journalist, Elwood Brehmer, is the best of the Alaskan-based journos who follow the PANR story. Delighted to see Jay and Bob quoted directly in Elwood's latest article. I note the "permeability/will it flow" paragraph is included in every article he's ever written about PANR. I've communicated with him a few times and he's open to, how can I put it, refreshing his professionally sceptical slant (US skeptical?) when/if the hard data begins to arrive. That doesn't seem too unreasonable to me.

Feel free to accept or disregard the following. There's been a large-ish seller (non-disclosable, below 3%, but still large-ish) about the place since the New Year. Market intel received today tells me the seller is gone for good, no stock left. Do I believe this intel? Yes, I do. It ties in with the pattern of volume we've all observed since the New Year and it looks like yesterday marked the end of that party's selling *plus* the Canaccord/employee selling. If you were fortunate enough to buy stock around 70p yesterday, I'm suspecting, all things being equal, that'll be the lowest price point prior to the arrival of the tsunami of hard data from Alaska. Good stuff.

And now for something completely different.......

If you've ever wondered about the real life persona of Oilman Dim, head over to his twitter feed and look for a reply from David Burton of Total Market Solutions.

PS ANS West Coast crude price on 14/1/22 was $87.56 v's Brent @ $86.06

[cezuan] 19/1/2022 21:19

PANR article with interview
www.alaskajournal.com/2022-01-19/working-double-time-slope

[antique7879] 19/1/2022 18:54

RACH - Thanks for posting the link to the thoughtful analysis from Mr. Art Berman, of the unfolding macro picture, which favours investment in the energy sector.

Thanks also for your earlier post, quoting the ever eloquent Mr E, who managed to ‘drill down’ on the key point with regards the PANR investment case, in less than a minute.

[carrr595] 19/1/2022 17:38

I've started wearing glasses last year, though I have left them at home today. I agree it is trader dream, probably similar to last time when they hit 4p and dropped like a ton of bricks. I am happy with PANR but I guess the 88E dream is annoying to watch.

Definitely not leaving! 5 years of watching PANR what's a few more months or year.

[chris0805] 19/1/2022 17:26

"Games" often end abruptly!! With sad consequences for many... Money will be made at 88e... A lot of investors will lose.... Stay with PANR... Imho GLA C

[unlikely2] 19/1/2022 17:21

Hi Carrr,


Share Price: 75.10
Bid: 75.00
Ask: 75.40
Change: 5.60 (8.06%)

Specsavers maybe ?

I too have been watching the action at 88E. Traders dream, but I am more comfortable with the steady progress here. Slow maybe, but I think that may be about to change.

GLA

[carrr595] 19/1/2022 17:09

Hi unlikely 2:

Im seeing a close at 3.4%, my eyesight isn't 80p but I am just baffled as to why this isn't moving higher when there is so much data out there? Perhaps its just the pre news risk adverse theory.

I will confess my knowledge is limited, ive been invested since 2016 and im not going anywhere yet but I am frustrated.

Hopefully a series of good news RNS will send this past the £1+ mark

The 88E reddit rampers play an excellent game that I do not quite see the same for PANR.