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…. |
Does 88e have any oil reserves, that is the question?
The answer.........
Yes, 88 Energy Limited has oil reserves in Alaska, Namibia, and Texas:
Alaska
88 Energy has four projects in Alaska's North Slope, including Project Phoenix, where they discovered a multi-hundred-million-barrel oil and NGL resource. In April 2024, 88 Energy confirmed a light oil discovery at the Hickory-1 well in Project Phoenix.
Namibia
88 Energy has a 20% working interest in Petroleum Exploration Licence (PEL 93) in onshore Namibia.
Texas
88 Energy has producing assets in the Texas Permian Basin, where they produce around 355 barrels of oil equivalent per day.
88 Energy's portfolio also includes a prospective resource of 3.4 billion BOE and 2P reserves of 94 million barrels of oil.
88E = STRONG BUY
PANR = STRONG SELL
This would be a fantastic opportunity to sell your Panr and buy into the 20 bagger to be 88E........
Just saying like!..... LOL
Simples!...... :-) |
re 23225.
The economics that previously knocked the proposal on the head was the cost of the gas plus the cost of building a treatment plant to remove the carbon content.
PANR has completely changed the economics by providing low carbon gas for virtually free right on the gas pipeline projected path. |
Cor blimey, guv!
Mental Mike290 has no relevance.
Caught out changing your posts.
Liar!
Fraudster!
Embarassment!
Forever shamed.
Be careful. |
Cor blimey, guv!
Mental Mike290 has no relevance.
Caught out changing your posts.
Liar!
Fraudster!
Embarassment!
Forever shamed.
Be careful. |
Post removed- duplicate. |
Cor blimey, guv!
When you wound up everyone about the size of the flare at Alkaid 2 and the subsequent flow rate to be expected, the mug punter invested at 80p and perhaps some people lost money.
Nobody can be that stupid, so was that a bit of fun or were you trying to exit a trade?
By comparison, nigoil's bit of fun is surely not the end of the world that you are trying to make it.
Helpfull does not have minions.
Only equals and betters.
The vanity.
Be careful. |
Helpfull is always supportive of complete fabrications. |
No Nigoil
You just got caught in another lie, how many more have you got planned
I note Helpful has no problem with your outright dishonesty, not a word said about the minions |
Of course it is you pill0ck!..... LOL
I was just winding you up!
Although Helpfull has posted what's what!
Not looking good short term!
Bl00dbath on Monday!
Just saying like!
Simples!........ :-) |
So agreed it is a complete fabrication by Nigoil re the judge blocking etc |
Cor blimey, guv!
"Trump says Japan will ‘soon’ begin importing LNG from Alaska. But gas exports couldn’t happen until 2031, even in the best case.
By Alex DeMarban
President Donald Trump said Friday that Japan would soon begin importing record amounts of liquefied natural gas from Alaska.
But plans for the $44 billion Alaska LNG project — the lone LNG export project in the state — don’t call for exports of gas until 2031.
And that’s if the project can be built at all.
Alaska politicians and the project owner, the Alaska Gasline Development Corp., praised the benefit of such a transaction on Friday.
But an Alaska oil and gas analyst said the announcement doesn’t change anything for the state’s decades-long attempts to export natural gas from the North Slope to other countries.
Larry Persily, an oil and gas analyst and former state deputy commissioner of revenue, said Japanese companies have studied efforts in Alaska to export its North Slope gas and walked away from it in the end. They’ll do that again this time, he asserted.
The project is too costly to develop and there are other options for Japan, including the LNG Canada project that’s being developed in Kitimat, B.C. Mitsubishi, a Japanese conglomerate, is an investor in that project, which plans to ship liquefied natural gas to Japan and other countries, Persily said.
Persily noted that Canada is not much farther away from Japan than Alaska.
“As usual, the president gets his facts and timeline confused,” Persily said. “My takeaway is Japan doesn’t want to be lumped in with Mexico and Canada and threats of tariffs and other temper tantrums from the new president. So they said, ‘Gee, we’ll look at it.’ ”
“So it’s a smart political move by Japan,” he said. “They’ll study it for a few years. And then Trump will be gone.”
The Alaska LNG project, the latest iteration of the state’s effort to capitalize on North Slope gas, has been in the works for more than a decade.
Costs, and the project’s huge facilities, have stymied efforts to build it"
Taken from:
Be careful. |
Helpful
What do you think of Nigoils latest fabrication to deter investors in post no 23210
I thought fraudulent, as there is no link, and no amount of searching turns any thing up
"JUST IN: Judge temporarily blocks Trump administration from placing order with Japan on any Alaskan LNG deal!
Japanese Prime Minister Shigeru Ishiba announced that he was dissapointed in not being able to secure the deal." |
Re: Post no. 23222.
Helpfull has a very strange mental picture of me😉
How old does he imagine I am?
Is this type of post really what someone's paying for? |
Cor blimey, guv!
You've woken mental mike290.
They thought they'd had him down for the weekend with his medication and his comfort blanket.
Now someone has to walk behind him telling him trousers aren't supposed to be around his ankles and to clean himself up.
Be careful. |
Larry Persily states what everyone knows: that in few years DJT "will be gone". But he overlooks that JDV will be a shoo-in in 2028 and, again, in 2032. Twelve continuous glorious years of US Republican Government - fossil-fuel supporting, LNG supporting, Alaska supporting. What a blast. |
That'll be a nice £100 for the weekend, get some lippy and deodorant, should they be needed. |
Yep, I've just skipped past lots of stuff from Helpfull.
He's obviously up for another weekend of pointless frenzied posting.
It's probably all on "double-time" though😉 |
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