Pantheon Resources Share Discussion Threads

[scot126] 05/2/2022 13:43

ANS West Coast crude was priced at $92.37 on 3/2/22 v's Brent at $91.11

ANS West Coast crude was priced at $93.54 on 4/2/22 v's Brent at $ TBA

[pro_s2009] 05/2/2022 13:37

Yawn........

[scot126] 05/2/2022 13:30

Prolapse - classic, responding not with formally cited sources but with a meme.

Darcon schooled you yesterday. I've schooled you today. You're an amateur and a mug. Fact.

[scot126] 05/2/2022 13:20

I'll now examine the, how do I best describe it, 'worst case scenario' if the 11.5m shares are in fact representative of stock sold short.

Ok, there are c.750m shares on issue. The important threshold position for short-selling reporting obligations is 0.5%. So, yes, there's a *mathematical* possibility that 4 or more institutions have opened up short positions in PANR. Because none of the institutions in this scenario has shorted >0.5% of the shares on issue then there would be no report of such short positions recorded and published by the FCA, the relevant regulator in this case.

I guess there is a mathematical possibility that 2 or 3 parties could be short PANR, all with short positions <0.5%. It can't be a single party's position, nor can it be two parties' equal-sized short positions.

The above scenarios are mathematically possible, happy to stipulate that. However, I do believe it to be extraordinarily unlikely. As we're all aware, PANR is entering a news-rich period full of binary events. Any one of at least half a dozen RNSs could, depending on success, blow a short position clean out the water. I further submit that with a production well(s) due to be drilled in the Spring/Summer, the chances of a target zero are tiny. That does not look like the environment for a couple of 0.49% short positions in my experience.

Thus, I stick by my contention there are other, more viable and logical explanations for the reported Crest stock on loan figure of c.11.5m shares. It follows, therefore, PANR shareholders would be wise to disregard any thoughts of hedge funds immediately having to buy 11.5m shares on the morning of a "success" RNS from PANR. Unlike Prolapse, I'm obliged to be consistent in my rebuttal of his conspiracy theory, so no "buy at all costs" instructions expected by me from two hedge funds short of PANR!! However, and I am dead serious about this, there could very well be some naked "buy at all costs" type institutional orders heading our way from US hedge funds/instos if/when any *successful* results from Talitha and/or Theta West are delivered from Alaska in the coming days/weeks.

[pro_s2009] 05/2/2022 13:05

Yawn........

[brian boru] 05/2/2022 12:14

Great photo and must suggest that drill is working soundly as management would NOT have approved its publication if any delay had been incurred, imho
GLA.

ps wouldn't like to be out of Pantheon this weekend, Aye!

[bigwavedave] 05/2/2022 11:14

Photo of rig yesterday:https://twitter.com/PantheonResour1/status/1489913497538695172?t=fnyK0VBRdnXwAUDmEj8bPQ&s=19

[inteligentia8] 05/2/2022 10:45

Petroleum news of 6 Feb 2022

hxxps://www.petroleumnews.com/pnads/445591465.shtml

[dhb368] 05/2/2022 09:51

Sorry, off topic but this takes some beating.hTTps://mobile.twitter.com/nytopinion/status/1489852791266893824?s=24Don't watch if you think Boris isn't an entitled pr!ck.

[dv01] 04/2/2022 21:46

Just doing some risk analysis. What's the value of with $90 Oil?Must be huge?

[mlf51] 04/2/2022 18:48

I don't think ittw,or twit as I prefer it, will be at all embarrassed by his prediction failures he'll just use the same nonsense every time we hit a resistance point.

[rideacockhorse] 04/2/2022 18:22

We began the day pre-open with intothewild's prediction that we should "Expect new lows today as the sell off continues" but in typical style we end up over 5% up.

I suspect after yet another day of embarrassment on this forum intothewild has gone intothepub and sunk his face intothepints contemplating how he got himself intothemess he now finds his reputation in.

Intothewilderness now for you matey.

[sirmark] 04/2/2022 16:18

O/T CGO cheers for the tip had a read and just done two purchases, cant remember the original poster but cheers looks good.


Looking forward to news her next week.

[hiddendepths] 04/2/2022 16:08

If anyone actually uses a spreadsheet to value PANR - it's time to upgrade your oil price assumptions quite a long way. Yes, all the way out to 2030 makes sense!

The new numbers will be extraordinary, I think, and substantially change the risk/reward balance. In other words, PANR is getting cheaper.

[sirmark] 04/2/2022 14:59

Lot of sells going through :( I think there's going to be some disappointed sellers.

[johnswan193] 04/2/2022 14:55

Predictions for first news from Talitha? Maybe not Monday, but my guess is 50/50 between next week and early the following week.