Pantheon Resources Share Discussion Threads

[sirmark] 09/2/2022 10:25

Not sure what happened there but posted messages multiple times :(

Level 2 Improving

MM update

120 30,000 WINS 10:01
121 30,000 PEEL 08:43
123 30,000 ARDA 08:45
125 30,000 MREX 10:24
125 30,000 SCAP 10:24
125 30,000 CANA 10:24
125 30,000 SING 10:24
125 30,000 CFEP 10:27
125 30,000 STFL 10:25

[quidnunc] 09/2/2022 10:24

Don't throw your hat over the windmill on the inter day stuff. This has always been a long term punt. Q

[forwood] 09/2/2022 10:16

No riff raff allowed here Soggy, only sensible types, who meet the exacting standards of accuracy, sobriety and uncritical support for company endeavours as determined by long standing contributors. Or am I getting confused with the guild?

[soggy] 09/2/2022 09:07

OK - who's going to be the first to post a picture of a rocket, or shout "Shakira! Shakira!" (can't remember the poster who used to do that...)

Let the good times roll!

[sirmark] 09/2/2022 09:03

My thoughts exactly Forwood, I re-watched the August webinar early this morning and have to say it gets me just as excited as you hear these non-bias professionals putting their reputations on the line with their analysis stating it's massive ! and to re watch back with the now knows is great to listen to just shows they knew back then what we now know and I'm sure there other views will soon be knowns. ...strap in !

[forwood] 09/2/2022 08:55

Anyone selling now (below 16p) had best be prepared not to get back in lower. Short term indicators oversold and news any minute. Madness!

[ngms27] 09/2/2022 08:53

Marmaris is telling porkies. One word Ghawar.

[brian boru] 09/2/2022 08:51

its currently just before midnight Tuesday in Alaska so if as we were advised they expect to get to TD on Tuesday when does the bb believe it will be announced.........or does the logging, testing etc need to take place first, tia.

[soggy] 09/2/2022 08:50

Nice rise on open - I'm wondering if today will see some profit taking / derisking after such a huge rise, or, whether those who have crunched those numbers will be hoovering them up before the first results from Theta West next week (or possibly Friday??).

Having been in PANR since 2007 and having a small tranche from 2016 bought at £1.54 still in the kitty, this next few weeks are sweet like chocolate...

Even if there's a slight retrace today, it's all going to be 'well' worthwhile holding, IMVHO.

[michaelsadvfn] 09/2/2022 08:40

Anyone who has followed PANR knows all about Marmaris.

When he gets excited....get excited.

[marktitan] 09/2/2022 08:22

Does Marmite have any credibility?

[btgman] 09/2/2022 08:19

FWIW

Having crunched the numbers and using $5 for oil and nothing higher than 25% probability of success and some of the zones at 10% Risked valuation I have at £2.64. Ultimately this is where the share price should be today and their is a fair argument quite a lot higher.

Given the recent news it is somewhat strange that brokers have left valuations the same surely they have to change.

Exciting times logs and testing should see a very significant upgrade from the current £2.20 broker target price.

AIMHO
GLA
BTG

[madd_rip] 09/2/2022 08:11

Wtf! Someone is keen!

[huntman] 09/2/2022 07:59

Hey BC, not the biggest he's seen but the 'biggest in the world'!

Marmaris: "This the biggest oil find in the world. I have drilled a heap of wells. This field is huge!! I am paid by nobody for that. I am telling you all."

[bit coin] 09/2/2022 07:53

Marmaris on lse estimating TW the biggest well he's ever seen............

[pro_s2009] 09/2/2022 00:09

Pantheon flow tested the Lower BFF at Talitha.

Lower BFF at Theta West is expected to be 11 Billion barrels of Oil in Place with a recoverable estimate of 1.2 Billion based on 11% Recovery Factor.

Given the Lower BFF has flowed very well at a distal location in poorer reservoir rock, if Theta West hits pay in the Lower BFF then it should flow well,and the recovery factor should be higher than the current estiamted 11%.

There is an Upper BFF target at Theta West, estimated if its there to be 1.1 Billion barrels of OIP and 210 Million recoverable.

So the key logging data at Theta West to look for is potential pay in the Lower BFF and any potential pay in the bonus zone, the Upper BFF.

If they both come in good we are looking at 1.41 Billion barrels of recoverable oil - however - if they come in very good, and based on Talitha BFF Lower testing, the Recovery Factor may be much higher.......and 1.41 Billion recoverable may turn into double or triple that with testing and confirmation work.

Whilst the downside of failure exists, the probability of success is quite high now........

If the wireline logging results from Theta West are good, then for sure PANR should be breaking though 200p a share and might even touch 250p a share before in depth testing.

I still think Monday next week for wireline logging results, but who knows, might be sooner.

IMO, DYOR !

[westx] 09/2/2022 00:08

It hasn't received received lot of attention but I like the clean log character on Talitha SFS. Be interesting to see how it responds to stimulation.

[pro_s2009] 08/2/2022 23:54

$1.63 mid price.....which is 120p, but still above London close.