Pantheon Resources Share Discussion Threads

[bought in] 21/5/2022 18:29

As I understand it Peel Hunt are both a market maker in the UK AIM and have written an initiation report on broker coverage of Great Bear Pantheon

My take on the report is that it felt like an undergraduate essay strewn with straw men and confirmation bias. Intentionally partial, I suspect, as evidence and source material were lacking and the deep, and what appeared at times contrived, cynicism on esteemed geologists who have been studying the north slope for decades was disrespectful.

There wasn't even a critique of the presentation from earlier in the week. Why the rush to publish when important data was entering the public domain?

Casually impugning Roger Young from eSEIS was a low blow and a similar withering dismissal of the CPR and value of volatile analysis absurd

Big frac jobs will mobilise these fans (I genuinely don't know anyone who understands the data seriously refuting that to the extent this analyst egregiously has). What is of course unknown is how they will decline? That will take years and will be for the buyer of Great Bear to worry about

[rafthorney] 21/5/2022 13:04

In the experts i trust,not an internet pro.

[rabito79] 21/5/2022 12:36

Come on Pro, you are better than this. If this is the best you can come up with then it suggests to me we will be just fine.When you bullhead fluids into a reservoir, guess what fluids come back first? Also management have confirmed there was light oil in the SMD flow back. The point you and some others seem to be missing is that the rate of frac fluids coming back is likely one of the factors giving management confidence. I remind people again of Tele's post on Reddit highlighting this point in respect to the results at Theta West.https://www.reddit.com/r/PantheonResourcesPANR/comments/udkw1b/key_message_from_pantheon_webinar/?utm_source=share&utm_medium=ios_app&utm_name=iossmfOn the chance of success, can you provide any modelling to dispute the outcome of that done by Pantheon, LKA, NSI Fracturing? It would appear the science and theory seems to be on management side while all you have conspiracy theories.

[pro_s2009] 21/5/2022 11:21

That should make you all worried !!!

[brian boru] 21/5/2022 10:23

guys, just ignore it.................remember what Jay said, after drilling in July we'll know who is right and who is wrong !!

[senttothegallows] 21/5/2022 10:20

Pro should have his own thread Clown would be my suggestion IMHO

[pannikin] 21/5/2022 09:34

No PRO, they had oil to the surface.Quote from Michael Duncan. , "in this flow we measured samples between 34 and 38 API sweet oil. I mean it was once again a beautiful product."

[trigger blade] 21/5/2022 09:09

I thought Pro was a big hitter? On the Clon thread he talks about gambling £5-£10k, he’s not exactly going to break the bank at Monte Carlo with small change like that. Very disappointing, or perhaps that’s all he’s got left.

[oilforex] 21/5/2022 07:39

Pro now turned up at CLON. Says he's long and in it for the drill. Spudding next week. Let's see how his narrative pans out over there.

[nascarmike1] 21/5/2022 01:58

Pro , where do you call home?

[pro_s2009] 21/5/2022 01:17

So basically, they pumped a shed load of frac fluid in, t

[dhb368] 20/5/2022 19:15

Alkaid #2

Mid July - Spud
Early/mid August - Expected TD, additional information on SMD and additional oil bearing column below Alkaid #1 TD
Late August - A cheeky vertical test of SMD? - Probably not...
Early October - Initial flow test from horizontal and BOOM

[rmc100] 20/5/2022 18:12

When are we expecting #2 RNS?

[rideacockhorse] 20/5/2022 17:36

Funny old week. As the days draw nearer to the success or failure of Alkaid #2 the buzzards are circling. As Jay says, at that point we'll know who's right and who's wrong. Red faces are guaranteed on one side or the other. Place your bets! We all seem to go round in circles on here but personally I do not know of any other company out there that offers the sort of returns Pantheon could give us. My worry has never really been about success given the number of opportunities going forward. My biggest worry has always been a bigger player buying PANR out at a piffling £2-3. That remains my primary concern. Gonna be fun when those Alkaid #2 numbers are released. I just gotta be in it to win it. Would hate to be on the side lines for that RNS!

[mlf51] 20/5/2022 17:14

Make that a Tesla and a RR.

[probabilityofsuccess] 20/5/2022 17:00

I’d be happy with a £500Bn market cap.

[mlf51] 20/5/2022 16:46

Great that JC reacted ( in a very diplomatic way ) to the latest misinformation from PH. I think that the larger holders here should repay him when the sale happens and buy him a Tesla.

[dhb368] 20/5/2022 15:57

Proactive video with JC



JC mentioned that the SMD was flowing 400-500 BPD of fluid, mainly frac fluid, before the blockage. Have these numbers been shared before? Did the initial results webinar suggest a flow rate that high?

[rafthorney] 20/5/2022 12:29

I loved the post above via scot126,i,m beginning to think(hope) that 1200 barrels a day may be very conservative.

[chris0805] 20/5/2022 11:21

They did.. no sign as yet though

[adxwasere] 20/5/2022 11:17

Didn't WHI say they were going to review after the update on the 16th , Hopefully something soon , does anyone have an ideas on this?
Cheers
Adz

[arcadian] 20/5/2022 10:52

HFC

Well written and a good read.

It`s just possiblee that you meant "mediaeval" but I would have thought that mediaevil might have been more in keeping with the topic.