Pantheon Resources Share Discussion Threads

[sirmark] 10/1/2022 13:11

52009 @ 77.0842 is me :)

Can't believe I am able to get these so low...amazing opportunity...

[john henry] 10/1/2022 13:11

Market derisking as it did on the previous drill.

[winner66] 10/1/2022 12:22

Trying to work out of licences being the sticking point to current price. There is no obvious reason why the share price is struggling, no obvious large out way of sells to buys . We are on the cusp of a very special time , the greatest possible transformation, yet the share price is showing no signs of reflecting . So on the basis the bod are still working closely with authorities re certain licences is the issue . I really do not know of any other sound explanations

[kiplig] 10/1/2022 12:21

Thatsmart1

[johnswan193] 10/1/2022 11:06

Agree with what you said re CHAR Jonny. I bought in there this morning for the first time sub-10p. Goes to show in this market there is usually a lot of time still to get on board even after a substantial derisking event.

[trigger blade] 10/1/2022 10:38

CHAR currently up 53%, wouldn’t mind that kind of muted reaction to a PANR announcement.

[sirmark] 10/1/2022 10:03

With 2 weeks to go the webinar the countdown has begun. Any drilling success will see bid IMO as they potential farm-in partner who was on the line will surely be first out the post to secure the asset knowing they have been privy to more information that their competitors.

[ngms27] 10/1/2022 09:58

CHAR just drilled an high impact well that brought in approx 60% more resource than base case.

The market reaction is considerably muted despite development payback is < 2 years.

That's the market we are in unfortunately.

[sirmark] 10/1/2022 09:55

Errr hello Mr.Market ... Pantheon are drilling the most impactful well of 2022.... targeting Billions of barrels of oil !!! 80p...please come on well be sitting ducks with any signs of success.

[ngms27] 10/1/2022 08:12

Momentum is well know to outperform the indices longer time but is very volatile. I did some published work on this in the early 2000's and with the data I had 6 month's price increase was the sole best metric for the FTSE 350 stocks.

[bobbiedazzler] 10/1/2022 00:02

Picking through a strategy is still a pick! Indeed there is some evidence that rules-based screens (momentum, value, wuality etc) outperform individual judgment as we tend to be suckers for stories.

[swiftnick] 09/1/2022 21:43

If you read the article Chris Dillow makes it clear that it is not a "pick".What I've been doing with these portfolios is to test hypotheses - that momentum and defensives outperform on average; that losers keep losing; that market risk is not rewarded; and so on. This is why I form the portfolios without using any judgment about the stocks' merits: if I did that, it would be hard to distinguish good performance by a strategy from good judgment on my part - which would not tell us much.

[thatsmart1] 09/1/2022 21:27

kiplig. You have maybe not researched the past regarding Pantheon when Moalcy did support it a few years ago. As chumbo says, once bitten, twice shy... So no, except AST who cannot be on the bucket list for obvious reasons.

[bobbiedazzler] 09/1/2022 20:31

Pantheon is one of the picks in Chris Dillow's momentum portfolio for 2022, as one of the biggest risers in the last 12 months: page 51 of Investors' Chronicle

[bobbiedazzler] 09/1/2022 12:50

Not only that, but he ignored the fund-raise

[chumbo1] 09/1/2022 12:33

I see Malcy hasn't seen fit to reintroduce PANR to his bucket list. Once bitten?

[chris0805] 09/1/2022 09:04

Personal opinion is that's over optimistic.Best not to expect results that early, if anything is offered it's likely an operations update.