Pantheon Resources Share Discussion Threads

[sirmark] 22/4/2022 15:33

Been on holiday mate I've posted a few little bits on other stocks but just playing catch up :) consider this caught up and back on it :)

[scot126] 22/4/2022 15:32

Dear All - a few quick thoughts, in no particular order.

1) The ANS West Coast price per barrel has developed a nice wee premium to Brent over the last few weeks. ANS v WTI v Brent on 20/4/22 was $110.60 v $102.75 v $106.80.

2) The AHS Baker Hughes VAS results from the '20/'21 season have proven to be spot on, haven't they? I appreciate some commentators were unaware/unsure of the efficacy of VAS 12 months ago, most notably our resident Eeyore (actually he was completely dismissive of VAS). I submit VAS has proven to be an *excellent* and *extremely reliable* source of data and interpretation which is why I was delighted to see Mike Smith (inventor of VAS) is once again due to present on his company's findings on Tuesday afternoon, presumably on Theta West this time around. The VAS data, IMHO, has the *potential* to be the most impactful as it pertains to AHS Baker Hughes' conclusions about the Basin Floor Fan (Upper and Lower) at Theta West. Because VAS has been proven to be so accurate at Talitha #A, I will be arguing there is far less reason to be circumspect about the VAS data and interpretations at Theta West. Great stuff, really looking forward to that part of the webinar.

3) The most obvious "can't deny it" evidence for the contention PANR is *highly likely* to publish an upgrade next week is the work undertaken on the Slope Fan System this winter. The market has, thus far, not received much (if any) guidance on this horizon. I submit shareholders are highly likely to receive an upgrade to the total asset base as a result of initial/fresh guidance on the SFS alone. For the record, I suspect we'll be hearing of upgrades to the Basin Floor Fan also but I'm happy to wait for the webinar to more fully inform my calculations and to update my model.

4) Health warning. Taking all of the above into account, I added to my holding this morning. Oh, and I'm completely unfussed if the company publishes an RNS on either the Monday or Tuesday next week in advance of the webinar. For me, I believe it's pretty much a racing certainty that there will indeed be an RNS published on one of the two days.

[winner66] 22/4/2022 15:30

Very annoying but I’ve had to vastly reduce my holding over the last week . Life’s circumstances unfortunately. However I do still hold a decent number of shares . My own personal expectation is that a partner will invest after the summer campaign and that will help enormously achieve fair value in a shorter timescale. Obviously it’s guess work but I’m with WH IRELAND all the way as opposed to the outfit that we as shareholders retain .good luck over the coming months , the webinar will be of great interest but I doubt will put anything on the share price . But I hope I’m wrong obviously

[winner66] 22/4/2022 15:30

Very annoying but I’ve had to vastly reduce my holding over the last week . Life’s circumstances unfortunately. However I do still hold a decent number of shares . My own personal expectation is that a partner will invest after the summer campaign and that will help enormously achieve fair value in a shorter timescale. Obviously it’s guess work but I’m with WH IRELAND all the way as opposed to the outfit that we as shareholders retain .good luck over the coming months , the webinar will be of great interest but I doubt will put anything on the share price . But I hope I’m wrong obviously

[chris0805] 22/4/2022 15:04

Thought you had followed the advice of Pro_S2009 and sold out, sirmark, it seems a long time since we had your usual upbeat posts. :-)) Welcome back ;-)

[sirmark] 22/4/2022 14:45

L2 heating up with some nice buys on the book, potentially last couple of hours till Monday news.

[chris0805] 22/4/2022 14:23

Say it as you see it Madd;-)

[echoridge] 22/4/2022 13:40

This bounce back to near-unch on the day must be the rush to buy back in before the rush to sell out again into the rush to do nothing as a result of the rush to judgement before the Monday before the Tuesday that ate the bird that ate the fly that wriggled and jiggled and tiggled inside. Classic

[tonytyke2] 22/4/2022 13:24

Cheers for that, just topped up, hopefully should be good timing.

[chris0805] 22/4/2022 13:22

You already did that Pro, when the share price was 30+p lower than current.... Remember you posted on here you had sold your remaining PANR & 88E holdings & put it all in EME for Jade....? Or had you forgotten that post??? Usual Pro_S2009 BS.... A very low moral low ethic troll at best you are.

[tmmalik] 22/4/2022 13:20

It's just consolidation after share price move from 120 to 152 . It will pick up very soon ,most likely in last session or Monday morning .I am going to topup this afternoon .Always Dyor .

[pro_s2009] 22/4/2022 13:03

The rise into the webinar has already happened....now its the rush to sell out before the webinar........

[rideacockhorse] 22/4/2022 13:00

The last time we had a resource update the day before the webinar, didn't it arrive after hours?

[rafthorney] 22/4/2022 12:37

Well,i thought the share price would rise into the webinair,shows what i know!

[gawain boilyer heid] 22/4/2022 12:08

It looks to me that the market is very illiquid on both the buy and sell tack ahead of the webinar. Quite understandable as people are probably awaiting the detailed update on Tuesday evening and possibly a RNS prior to that.

[pthrfusd] 22/4/2022 07:45

great stuff.

[adxwasere] 21/4/2022 23:04

hxxps://www.bigmarker.com/share-talk/Pantheon-Resources-Plc-Shareholder-Presentation-and-Q-A-April-2022

Link

[clampit] 21/4/2022 21:49

upwego. Post 25513 has a link to register for the webinar.

[upwego] 21/4/2022 21:25

anyone have link i can register onto?

tia

[chrysalis99] 21/4/2022 20:36

Thanks Darcon, a great piece of work. Would it be possible to specifically direct some the questions to the more independent presenters? In the past the board have generally (although not exclusively) fielded the questions but I'm sure that a broad spectrum of viewers would get further comfort from a wider set of speakers and their individual professional perspectives.

[probabilityofsuccess] 21/4/2022 20:04

A Malbec milf sounds great, where do I get one? 😁