Pantheon Resources Share Discussion Threads

[pharmawotsit] 17/4/2022 14:50

 Antique - amazing what you find on a re-read isn't it ?

 Thanks and well done for alerting us to that gem from the October 2020 webinar...

 ...{edit} and of course, to Telemachus' (EnergyHobbs') grand post on the reddit forum.

 Using a bit of clickology, I've transposed the figures from p18 of that webinar for a better fit.

 Happy Easter to all.

 

[dav37] 17/4/2022 10:46

I know if I was trying to farm into panr assets I would want have any deal signed before the webinar as the price could go up substantially after it and potentially more companies would be bidding

[antique7879] 16/4/2022 10:17

Happy Easter all. I found an excellent post by Telemachus on reddit, which I tried to share yesterday. Unfortunately, the link does not work. The post is entitled ‘How do contingent resources relate to proved reserves’.
Although the post is 12-months old it is very pertinent and is excellent background information leading up to the forthcoming webinar. It discusses the three step process to oil reserves recognition.
The post also mentions the Modular Arctic Production System (MAPS), a system of leased units that can be scaled in increments of 5,000 bopd which further reduce the capital sink ahead of first production for 30,000 bopd development case. See the figure below taken from page 18 of hxxp://pantheonresources.com/investors/presentations/653-pantheon-oct-2020-webinar-1/file.

[bit coin] 15/4/2022 17:48

Listening again to the interview with Jay and Bob last week Jay mentioned that the up coming webinar would discuss the value of our assets - I think he said words like you will all like to know how much it's worth etc etc.It will be interesting to hear from the horses mouth having heard various commentary on these boards with some incredible valuations - I think Connor Maguire was recently talking about over £10 per share if all goes to plan...............Gla and happy Easter to one and all.

[antique7879] 15/4/2022 14:16

H/t AlaskaGeophiz, who posted this blog 12-months ago under the heading ‘Horizontal Multi-Stage Fracture Stimulation and Alkaid 2 Plans’ on reddit, that I found excellent background information leading up to the forthcoming webinar.

The presentation linked below describes hydraulic fracturing (stimulation), which is especially beneficial for improving well productivity. Horizontal multi-staged fracture stimulation has been transformational in thin bedded reservoirs and/or low poro-perm plays (e.g., shale oil). Slide 6 shows a frac’d vertical well can have 100,000 square ft reservoir contact in a 50 ft reservoir example. The author says this is 1,000 times more than an unstimulated vertical completion. Slide 7 shows a horizontal 20 stage multi-staged fracture stimulation (same 50 ft thick reservoir) with reservoir contact of 2,000,000 square feet. That’s 20 times more than the frac’d vertical well example. The author says horizontal multi-stage frac is 1,000 times more than unstimulated vertical well.

[rideacockhorse] 14/4/2022 18:48

Ah thank you ringsing. I was nearly right!

[mlf51] 14/4/2022 18:28

I will now take my greedy hat off for the long weekend and put on my reflective hat and feel very pleased with the progress made by our brilliant BOD and their team. The greedy hat will stay within reach for Tuesday onwards. GLA and have a great Easter break.

[ringsing1] 14/4/2022 18:25

last year, the Talitha-update RNS came on the morning of 19th April, and the webinar was after close on 20th, so effectively 2 trading days apart…

[rideacockhorse] 14/4/2022 16:07

Agree. Resource update RNS before the webinar looks a good possibility. Forgive my ageing brain but didn't that happen last year as well, i.e. resource update RNS on day of the evening webinar? Or was it the year before? Or have I gone nuts?

[senttothegallows] 14/4/2022 15:45

Come next week this is going to heat up quite nicely. We have the webinar on 26th but I do wonder if we get updates beforehand reserves etc IMHO

[the count of monte_cristo] 14/4/2022 14:50

Worth researching EST over your Easter weekend breaks. I have set up a bb and have added some good links to the header. Enjoy your holidays everyone.

[k1ngkonggb] 14/4/2022 13:47

Fifth element, so says the person who was making predictions on this board (4th April).

Happy Easter!

[fred buckle] 14/4/2022 13:35

Phsar perhaps for some a welcome segment of time to avert their gaze from filthy lucre. (P.S. Ask any professional investor and they will tell you that Easter and Christmas are the only times in the year wehn markets are normally shut for more than a couple of days which gives a real opportunity to switch off.)

Happy Easter everyone.

[phsarkandalpp] 14/4/2022 13:09

Is anyone else NOT looking forward to Good Friday and Easter Monday? So dull with the market closed ...

[hiddendepths] 14/4/2022 08:41

Currently doing the straddle. Often happens with round numbers, buyers and sellers both at that level so bid is below, offer is above. With some stocks, a straddle can last weeks. But not here!

[tmmalik] 14/4/2022 08:38

I guess ,after 9 ,it will break 50 resistance and then quickly move.i think 158 we might close .Dyor

[hiddendepths] 14/4/2022 08:14

Once the 150 sellers have been absorbed, there should be a further run-up, although maybe it'll take one more push to break through.

[bit coin] 14/4/2022 08:08

Seems that he's started early today!

[sirmark] 13/4/2022 22:12

Nope ... he'll be buying again first thing seems to buy about 500/750 normally done by about midday at the moment

[alaric7] 13/4/2022 21:39

'Scott no one. Believe me no one wants to hear about your personal life'. actually i found it quite amusing, OfficerDigby, but i suspect you've rather missed the point.