Pantheon Resources Share Discussion Threads

[mcmather] 26/4/2024 23:29

fordtin, I'm no expert, but I can pick up enough; excellent research / knowledge / contribution, ta.

[arcadian] 26/4/2024 20:04

This morning I wrote a very positive post based on the resources and the gas bonus,
tempered by the uncertainties of funding. However I decided to scrub it as I thought I was going over the top.

As it turns out my sentiments have been echoed by others today and reinforced my feeling that this share could multiply several times before being bought out by a major. What we don`t know right now is how much of the assets will be surrendered to provide funds for the development but given time the company could still be worth several billion and perhaps benefit my family more than me.

[fordtin] 26/4/2024 19:25

@mcmather (#38066)

if you can find time to play the recordings, there are some very interesting presentation slides in the HB50 Senate hearings;



HB50 "An Act relating to carbon storage on state land; relating to the powers and duties of the Alaska Oil and Gas Conservation Commission; relating to carbon storage exploration licenses; relating to carbon storage leases; relating to carbon storage operator permits; relating to enhanced oil or gas recovery; relating to long-term monitoring and maintenance of storage facilities; relating to carbon oxide sequestration tax credits; relating to the duties of the Department of Natural Resources; relating to carbon dioxide pipelines; and providing for an effective date."

If AGDC can tie this in with Pantheon's gas, HB222 to assist funding pipeline construction, Nutrien reopening their plant to convert natural gas to Ammonia and CO2 .....

The ducks seem to be getting in position.

[seedoftongo] 26/4/2024 18:01

Mark , don’t give them what they want .
They win every time you do that .

[mlf51] 26/4/2024 17:23

Come on pro " it's going to 10p" is not desperate and foolish? Be honest

[swendab1] 26/4/2024 17:16

Top man - and Ive just got into Discord ! Cheers

[jessieduke2] 26/4/2024 17:15

Sure Swendab1

[mcmather] 26/4/2024 17:03

All getting very interesting fordtin (#38064).

[swendab1] 26/4/2024 16:49

Jesse - copy that to the guild if you would please as some "Guilders" dont read other threads - best post I ve read in ages !!

[fordtin] 26/4/2024 16:43

mcmather - re "What I do think is realistic, is the state could make an investment in their future."

that's where HB222 comes in;



"The slide presentation in the first hearing explains the rationale for an investment of $1.2bn by Alaska’s Permanent Fund, to buy a 25% equity stake in the Alaska natural gas pipeline. Coupled with up to 70% debt financing and the Federal Loan Guarantee, it should help secure the remaining 75% equity funding, with an end result of securing cheap gas and future dividends for all Alaskans.

HB222 presented to House Resources Committee.
From 1:03:21pm to 1:53:51pm 02 Feb 2024.


House Bill 222 passed 5 to 1 and moved on to the Finance Committee.
From 2:17:10pm to 2:31:03pm 01 March 2024


At the time HB222 was passed on to the Finance Committee, Pantheon’s involvement wasn’t considered. I would expect the presentation to the Finance Committee to reflect the reduction in costs due to Pantheon’s location and low CO2."

[helpfull] 26/4/2024 16:32

Cor blimey, guv!

Mike290.

THIEF!

Be careful.

[mlf51] 26/4/2024 16:32

That's all she has

[nigoil] 26/4/2024 16:32

I'm glad I'm not in this dog over the weekend!

Strong Sell

Simples!........;-)

[mike290] 26/4/2024 16:26

Helpfull,

What are you talking about?

You sound desperate and foolish :-)

[mcmather] 26/4/2024 16:17

Re the pipeline, not yet had chance to watch the full video / debate (from yesterday), but interesting conclusion comment from John Sims, president of Enstar Natural Gas, from 38:54:

“yeah I mean, I'm a firm believer that the state needs to do what it can to be energy independent, And so if the state of Alaska wanted to make an investment in a pipeline, I would think that would be strategically a valuable long-term move. Because, again, you're talking about a 100 years worth of gas that, you know, think of a governmental body that owns the energy resource and can then dictate and determine how much to charge people coming in. They could give a large industrial customer a significant discount because they own the pipeline right. So if the Market's not going to support, the local Market's not going to support a massive pipeline project. it's just too expensive, as he said, and so that's not realistic. What I do think is realistic, is the state could make an investment in their future."

www.reddit.com/r/anchorage/comments/1ccnpqi/john_sims_president_of_enstar_natural_gas_and/

[turkey3] 26/4/2024 16:04

Don't forget to fill your boots.One day youll wake up and never see this cheap price again. ;-)

[helpfull] 26/4/2024 15:54

Cor blimey, guv!

Mike290.

THIEF!

Be careful.

[seedoftongo] 26/4/2024 15:04

Lizard 🦎 the outcast highly emotional investor of the gang .

“ please Pooh bear , please tell them NOW !! Tell them I gave you coins “
😂😂😂😂8514;😂

Still makes me laugh thinking back to that moment when he made that awful cringeworthy post ….

[sirmark] 26/4/2024 14:51

Great Post Jessie