Pantheon Resources Share Discussion Threads

[officerdigby] 16/11/2022 07:59

I pray that the company will reach out in some way. To get "It's all about Scott" to cease and desist.And maybe even, give some spare funds so he can (a) get help (b) go on a social media influencer course!I continue to believe his actions are in detriment to this company. And have attracted unwanted publicity, such that even with qualified success in drill testing a large amount of the investor-twitterati will still be betting against this company.Originally we had a poor note. And a few comments by the energy Twitterati. The company remained humble and let is bounce away."It's all about Scott" started his campaign then...and further developments are, I sincerely believe, in part related to his further actions.What a complete and utter IDIOT!

[mlf51] 16/11/2022 07:12

So 72 is in the 60's is it, I see your math skills are at the same level as your English.

[mlf51] 16/11/2022 07:07

I see you don't council biscuit regards his language, on the right side of the house is he.

[terminator101] 15/11/2022 23:53

Sub 70 tomorrow imo

[truant2tb1] 15/11/2022 23:10

The MCap here is absolutely enormous, despite the recent sell off the capitalisation is ~£560milThere's one hell of a commercial reserve baked into that SP, wouldn't want to be stuck in this should it not go to plan.Whoops

[chris0805] 15/11/2022 21:16

https://cdn.discordapp.com/attachments/1024027306697695312/1042153444363993138/lv_0_20221115190518.mp4H/T sirMonkMan on discord ;-)

[jontyfromsa] 15/11/2022 20:56

Forwood after the previous RNS Telemachus was at 95% chance of success and was adding to his holding

[probabilityofsuccess] 15/11/2022 20:23

Thanks for responding JakNife. Wasn’t the insightful response I was looking for though as it doesn’t help me understand the basis of your thinking and WHY we disagree. Not sure why waiting until after the event is very useful as it’s using hindsight not foresight isn’t it? Anyway, speak after the results 👍

[mlf51] 15/11/2022 20:19

Keep kicking that can. Be careful out there,

[probabilityofsuccess] 15/11/2022 20:04

Thanks Bought In 😀 - hopefully hpcg will read your detailed comments and share why he believes differently. Always good to get as much insight out in the open as possible - I did think it odd that he thought that there couldn’t be drilling year around……perhaps you just weren’t aware hpcg?

[bought in] 15/11/2022 19:22

POS

Great Bear will be running all year round from pads next to the DH and TAPS as much of the deltaics is accessible. This will keep costs down.

Well costs would be $12-15m initially but could come down significantly as they finesse their drilling once the reservoirs are better understood.

Their SMD has much better porosity and Darcies than the so-called deep Alkaid which is not really delatic(a deep dive into the SOA geology database, hxxps://dggs.alaska.gov or direct requests to them is time well spent). Great Bears deltaic data across several wells is only marginally inferior to comparators in Prudhoe. Roger Young sort of made comparisons if you go back to his presentation

Worth mentioning that LKA, who put a 30% recovery from the deltaics in their report, have a good track record of horizontals and deltaics in Oklahoma and West Texas.

[probabilityofsuccess] 15/11/2022 18:48

Interesting hpcg - why wouldn’t the equipment be running all year around?

And to your point about who wants the hassle - this is the US of A! Hell yes, if there’s an opportunity to make money, someone will setup the infrastructure.

At least you have a slightly more nuanced analysis than many of the other shorters. Guess any potential partners will be the test of whether the opportunity is commercial or not.