Wow FEED and FID on gasline done this year.https://www.alaskasnewssource.com/video/2025/02/09/gov-mike-dunleavy-talks-trump-alaska-lng-alliance-with-japan/Courtesy of Antique 7879 |
From Pantheon Resources on X. Might get a RNS on Monday? |
Olderwiser2
Weren’t you the guy that was accused of plagiarism?
You went into hiding for so long .
Welcome back |
 If Megrez is as successful in the flow test as many suspect - and we will know by May 2025 - there will be no need for serious dilution as the cash flow from Megrez, after four/five production wells (20-30,000 brls per day) are in full operation, will provide sufficient free cash from 2028 so that the company will be able to finance evaluation and production wells on Kodiak much of which will be conventional oil. NB the Hot Tap is unlikely to be available to receive crude until late 2027/early 2028. Yes, the company will need the cash for the production wells on Megrez, no more than $100 million, of which perhaps at least $50 million (i.e. less than 10% dilution?) will be tied to obtaining the US listing, and then the company should be self financing. The gas project is important in that it should build confidence in the viability of PANR's program but I suspect limited direct cash for the early production wells on Megrez.
DH is right, IMHO, in working on the assumption that PANR must find funding for the initial oil production from Megrez. |
Cor blimey, guv!
bogroll, it might be miserable but every time I see your name I manage to laugh.
What were you thinking?
Don't bother changing it, I think Skidmark is already taken.
Be careful. |
Cor blimey guv!
Ouch!
What misinformation are you referring to?
You did balls up on the flare and cost people money (lots) and you admitted to posting information that you stole off the tinternet, as your own.
Is reminding everyone bitterness?
Be careful. |
Helpless, do you do anything else in your miserable life? |
Helpful acting out of self confessed bitterness, continues to dedicate his life to misinformation, in an act of petty revenge
Do you feel any better for it, "resentment makes a poor tenant...." |
Cor blimey, guv!
Crazy mike290 puts him on filter.
Burn!
Calm down, mental.
Be careful. |
Hi NigOil
I see that you are an 88e investor. I used to be an IceWine supporter many years ago and have a soft spot for 88e.
They have been unlucky at many levels.
However, the possibility of the LNG pipeline is something that every 88e investor should be supporting as it could commercialise, otherwise stranded assets.
Will Japan commit? I think decades-long, secure, stable and, now due to Pantheon, cheap limitless gas stacks up well to offset the Trump dynasty and tariff threats (at least another two GOP administrations surely as the Dems are in disarray and had stopped listening). Trump only needs to convince one of Japan, south Korea and Taiwan to jump and the rest will follow as FOMO and its implications could be severe. Korea are my prediction as first-mover.
Best of luck with 88e, its success would be a success for Great Bear and vice versa. |
Incontinent,
Yeah sure!
As always - whatever you say.
You're back on filter now. |
Incontent
I think you are the one who is being fooled easily.
Have a good weekend.
The few minutes I have spent on here today are far too many. |
Oh god, another one. |
Helpful was the one who called the turn around on the share price here correctly .
Thanks partly to him , I have profited greatly from this.
Some of you guys are just managing to break even lately , some still have yet to reach even par .
There was a time to sell this and buy back in.
Try not to get too involved emotionally content5827.
Investors need to see both sides of the debate at all times.
Just because alternate viewpoints are made , it doesn’t necessarily indicate the position of the poster .
Don’t be fooled so easily content5827. |
Yet another full weekend of pantheon attacks from helpful.
He is desperate in his endeavours.
The questions I have are,why does helpful spend his waking hours in the desperate pursuit of the company’s demise?..what are his terms under which he does so and finally why doesn’t he step out from his cowardly hiding place and address pantheon directly?
Is he afraid that his motives will be revealed and leave himself exposed to his dark reasons that he fears will one day be exposed to all.
I fear he is a very bad person. |
Cor blimey, guv!
Anyone getting the impression there are no contracts for either the 800 mile gas pipeline or the $44 billion LNG project?
Chugach and Enstar appear to be importing LNG.
They won't want to invest in $50-$100 million in a gas pipeline and see it wasted after a few years. They'll want a good return on any infrastructure investment.
And after the palaver of the last few days and the embarrassment of having to respond to Grumpy Trumpy over the tariff threats, Japan will sit out his presidency.
No contracts to sell the gas will make financing the Alaska gasline difficult and make the GSPA redundant.
And leave funding for Pantheon in the domain of the cash raise.
Be careful. |
I obviously prefer your scenario but without something concrete we never seem to get the benefit of the doubt. Either way it's another brick in the wall. |
Nigoil: "This would be a fantastic opportunity to sell your Panr and buy into the 20 bagger to be 88E........"
So after yesterday's fall of 3.5% from 0.085p to 0.082p, 88E would only have to rise to £1.64p for that juicy 20-bagger. I guess that's distinctly possible; after all 88E's peak has, once-upon-a-time, been right up in the clouds at £37.41p - in 2012 on 1st April (appropriately enough). My word! If it ever got there again, that would be a 456 bagger. |
Absolutely spot on Scott. |
Hi mif51 - maybe you'll be right, maybe you'll be wrong about Monday? However, for the fundamental investor, listening to the content of the press conference yesterday marks a reduction of risk within the PANR investment case. Therefore, all else being equal, PANR's equity *ought* to increase on Monday as the market discounts this 'new news'. Of course, by what percentage it *ought* to increase is open to debate as some will assess it's full steam ahead with the LNG project and therefore a veritable bonanza for PANR and others will perhaps say no firm numbers (either direct investment in the project or long term purchase agreements) were mentioned.
Standout for me was the general tone whereby it now feels (to me) the Alaska LNG project is an inevitability...and that the details are just to be worked out and finalised.
More specifically, I hadn't really considered the possibility of a "joint venture" between the two countries. That would be an even higher classification of enterprise and most commentators would likely suggest that the whole project will simply *have* to be delivered in full because it's become part of both nation's political landscape, security landscape, energy landscape, etc, etc, for many decades to come.
So, fwiw, I reckon we should see a share price appreciation on Monday...with or without a Megrez-specific RNS.
That said, I reckon the company would be short-sighted if they didn't issue a macro type RNS at 7am on Monday drawing the investment community's attention to the US/Japan summit, to the statements made by both leaders and reminding/educating the market of PANR's cornerstone role in the project. Perhaps remind the readers of the 500mmcf/d agreement, what it could equate to in annual revenue, how PANR's low CO2 gas is crucial to Phase 1 and unlike most other nat gas from the North Slope, etc, etc.
It would be excellent if they also hammered home how valuable low CO2 gas is to the early stages of the project by informing readers if Megrez also contains low CO2 gas just like the Alkaid ZOI? If this is the case, and I repeat if, then this would almost certainly be viewed very, very favourably by the market as it would appear to suggest that, following a successful flow test campaign, Megrez will definitely be the first location to be developed => earlier cashflow, better EURs => higher NPV => better chance of securing early development capital => better chance of minimising working interest dilution across the whole acreage.
Let's hope the company leadership and its gun US PR firm, MZ Group, have prepared a blitz of press and media publicity ensuring the name "Pantheon Resources" begins to be linked in the market's mind every time they hear of or read about the Alaska LNG project.
The PR has been pathetic thus far. Let's see if anyone at MZ Group are awake this weekend? Or perhaps they're too busy working on Proton Green assignments to bother with PANR? |
It took Alex_TD 6 minutes to respond!.... LOL
Very sad!..... LOL
Just saying like!
Simples!........ :-) |
I am sure nigoil knows that whatever he says has no basis….. actually that is what he says in his posts …..“Just saying like!....LOL”.
So, he just says things ….. |
Typical helpfull….Ignoring the facts …. sticking to something minor and irrelevant ….googling and finding something negative re PANR/pipeline …. I hope he is paid enough for his work…. |
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