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Share Name Share Symbol Market Type Share ISIN Share Description
Pantheon Resources Plc LSE:PANR London Ordinary Share GB00B125SX82 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 29.50 29.30 29.60 29.50 29.00 29.50 256,008 09:31:33
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 0.1 -21.7 -3.4 - 195

Pantheon Resources Share Discussion Threads

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DateSubjectAuthorDiscuss
14/10/2020
12:23
I don`t think it was the upgrade profit takers, I think it was the change of tone about a farming out near term, that was the problem. Could be resolved at the webinar. IMHO
dan de lion
14/10/2020
11:39
Share price down on an upgrade is illogical I suspect we will be testing new highs very shortly. Not many trading days left before the webinar IMHO
senttothegallows
14/10/2020
11:28
Hardly surprising, Friday net bought 1.5m, Monday net bought 2M, yesterday net sold 1M. Looking for logic in share price movements is sometimes difficult.
michaelsadvfn
14/10/2020
11:16
With gas production in the US falling sharply as few year because few new short life fracked wells are being drilled to replace the ones put on production two and three years ago gas supplies are going to get tight in the US. In winter we should start seeing $6 and $7 in the cold spells. Once the Henry Hub gas price in the mid seasons is steady around $3.50 to $4.00 the value of that Texan acreage with their associated geophysics should go up nicely. At that point maybe JV Texas with a lump sum upfront?
davidblack
14/10/2020
10:53
same here sttg.
scroogemcduck
14/10/2020
09:49
Can't get a quote to buy 10,000 shares very interesting up we go IMHO
senttothegallows
14/10/2020
09:27
Darcon thank you for clarifying.
martyn9
14/10/2020
09:21
dan de lion - Arden have ascribed a risked value of 9p/share to the Texas assets and an unrisked value of 71p/share. So Texas remains material and could potentially surprise one day. In the Qs for the webinar database I currently have: "Please can you comment on the current status of PANR’s re-evaluation of the Texas acreage?" Martyn9 - in their interim report for 2019 which was released on 20 March 2020 PANR stated: "...East Texas wells, all of which have since been shut in and were written off (with the exception of VOS#1 in Tyler County) in the Company’s full year financial statements." So all shut-in. PANR have also stated at other times that they're reevaluating and doing further analysis on the East Texas acreage.
darcon
14/10/2020
09:17
I stand corrected rabito, i thought we were i must keep up more with rns!!
martyn9
14/10/2020
09:12
Martyn, we are not producing the wells are currently shut in is my understanding.
rabito79
14/10/2020
09:08
Yes my thoughts too dan de lion, we are producing and selling gas in texas after all.
martyn9
14/10/2020
09:01
Anybody have any idea what the value of the Texas holding is as a stand alone potential producer area? Perhaps could be a question at the webinar? must be on the books for some value!
dan de lion
14/10/2020
08:40
Not forgetting Texas
jscowi
14/10/2020
07:37
Congrats to Scot for being close to Pantheon latest update figures. I am intrigued to get hear the detail on the upcoming webinar as there appears to be more to come from down dip upgrades due this year, plus Slope Fan broker has at 99mmboe at the moment which I suspect might be bigger. From a risk perspective it is much better to have 3 large sized zones rather than one large and 2 small if Pantheon hit any one of these on their up coming drill it will be transformational. In summary we are Alkaid 100mmboe management with more potential from drilling deeper LKA 76mmmboe Talitha SMD management 500mmboe LKA 302mmboe from less than half of our acreage further material upgrade to come Talitha Kuparuk management 341mmboe I lookforward to the area that this relates to. Talitha Slope Fan to come Broker has 99mboe currently in their note with 70p share price target Theta West to come Leonis to come Whichever way you look at this Pantheon has one of the biggest basket of assets you will see and is undervalued at current share price. Link for Webinar what is a must listen next Monday evening 7pm Https://www.bigmarker.com/share-talk/Investor-Presentation-and-Q-A-Session-Talitha-Project-Kuparuk-Resource-Upgrade-Company-Overview/ AIMHO GLA BTG
btgman
13/10/2020
22:27
IMO Malcy justs regurgitates current news, no expert opinion or insight from a 'so called' expert just whats the current news.His best of late is Eco Atlantic where he spouted buy buy buy at anything above a pound..... today its 20p.
woodbine1
13/10/2020
21:34
gp1948- thank you for your post #2336. I have just realised that Malcy is Malcolm Graham Wood, a legend in his own lunch box. I am enocuraged at his remarks. He is no slouch and regard his views highly (I first met him in the 90's).Once met never forgotten!
wee jimmy
13/10/2020
21:17
scot126 - regards post #2325 - you're on!!
sporazene2
13/10/2020
16:49
High, Wide and Handsome is how Malcy describes Pantheon's estimates, although he does suggest that "shareholders should exercise some caution in their expectations". Read the rest of what he has to say here: hTTps://www.malcysblog.com/2020/10/oil-price-sound-solo-aminex-pantheon/
gp1948
13/10/2020
16:38
Dear All – following up on Rabito79’s post earlier today. What news can we reasonably expect in the coming days/weeks/months? Farm out – news could come any time. Unit Award – Greater Alkaid. Public consultation period closes today. RNS expected in days? Unit Award – Talitha. Public consultation period closes 19/10/20. RNS expected in days? Slope Fan System – upgrade to Technically Recoverable Resource estimate, guidance states work has already started and is due to be completed by the end of the year. News in next 2.5 months? Shelf Management Deltaic – “material upgrade” anticipated, work “nearing completion”. News due in days/weeks rather than weeks/months surely? Lee Keeling IER on Kuparuk at Talitha – If management follow existing pattern of work flow, will they announce LKA commissioned to write report on the Kuparuk? Months until publication of IER conclusions, I’d guess, at this stage? Publication of non-house broker initiation of coverage research note. Before the webinar or after the webinar? I’d guess after the webinar. If I was the analyst concerned, I’d wait until after the webinar in case any interesting titbits emerge or a shareholder line of questioning from Darcon’s database alerts the analyst to a subject matter he/she hadn’t considered previously. Days until research published I’d have thought? Webinar – introducing special guest star, Roger Young of eSeis. 19/10/20 at 7pm. 6 days from now. US press interest after Kuparuk upgrade RNS – let’s all monitor? Days. What an odd day. GLA
scot126
13/10/2020
16:29
Certainly didn`t expect to see PANR on the ADVFN losers board today, weird!
dan de lion
13/10/2020
16:12
Gents not invested here but flagged by one of my fellow investors elsewhere. Ref the price drop - could be ten different reasons but I'll say this if the story is compelling and the risks known then ignore these so called experts saying the share price will do this that and the other. They don't know jack. Hold your nerve and remember my uncles words - buy when others act in fear.... lol
eggchaser
13/10/2020
16:10
Just a question for the knowledgeables if you will. The quoted recovery rate on Talitha is markedly higher than at Alkaid which feels curious. Does this make good geological sense or is it possibly that Alkaid was being treated more conservatively than appears the case at Talitha at this point. Many thanks in advance.
davidblack
13/10/2020
15:51
You must have the wrong thread lol there's loads to come as for dropping back... that opportunity was this morning.GL but please research what you say !
sirmark
13/10/2020
15:14
Aha - I see today's RNS has prompted the usual cynical response from @Oilman_Jim with his naughty "Placing coming up?" quote tweeted out to his 7400 followers. I've been keeping an eye on @Oilman_Jim since his uninformed chatter about Halliburton's decision to withdraw from Greater Alkaid after the successful flow test there in April 2019. On the face of it, there's logic to the inference that the "big player knows better than the wee independent", so I didn't blame Jim for his attitude at that point. It was wrong, but it was wrong for an understandable reason. Jim, of course, hadn't investigated management changes at Halliburton in Alaska (personnel who made the original decision to partner with Great Bear v's personnel now in place in 2019/20) and nor did he engage with Halliburton IR to enquire about Halliburton's shifting strategic investing priorities away from direct investments in projects. Ah, wait a minute, maybe that was just me....... ;) So he was dead wrong about Halliburton and Greater Alkaid. That's fine, I make mistakes every single day of my life - fact. It must have really annoyed Jim to see Lee Keeling & Associates' Independent Experts Report conclusions (LKA was introduced to Great Bear/PANR by none other than the aforementioned Halliburton, would you believe??!!) which saw 76.5mmbo of Contingent Resource be applied to Greater Alkaid. Time for a spot of humility by Jim, you'd have thought? Well, not quite. But the big guys in the sector are always correct, right? Apart from that time when Cairn Energy made a fortune by developing land Shell sold for a pittance in India....etc, etc. Oh, and Jim hadn't done his homework in plenty of other aspects because he didn't know that the two founders of Riverstone and Lord Browne had each invested £10m in Great Bear and thus are now *pa* shareholders in PANR. Yep, perhaps the big players know best after all, lol! Meanwhile there's been a bit more snark and cynicism from Jim over the months directed towards PANR but nothing too egregious, until today's ill-informed snipe. There's no fund raise going on right now - fact. I repeat, there is no NOMAD in the UK who would permit a webinar to be publicised and organised for the general public if there was a fundraising roadshow taking place - fact. Also, I can state categorically that I am not inside and nor are the institutions with which I'm in contact concerning our respective investments in PANR - fact. Our matey Jim has a pretty transparent trading strategy. He monitors a whole raft of stocks in the sector, monitors projects and their timetables and only brings his capital to the table once the scheduled operational activity has been funded. He then seeks to ride the wave of enhanced interest in the lead up to operational activity and sells into the late wave of speculative capital prepared to bet on binary operational outcomes. Fine. He's welcome to his strategy, he can knock himself out. Can't help wondering if his public description of his trading strategy when it applies to a specific stock isn't further enhanced by the very publicity he himself is responsible for originating? Now who's being cynical?! He arrogantly disparages all other investment strategies in the sector, and appears to have great difficulty in admitting when he is wrong. A common trait in humans! So what I'd say in conclusion, and especially to any traders who were spooked by Jim's superficial early take on today's RNS: take a moment to do the work on this one. A superficial and cursory glance at PANR (a la Jim) is *not the same* as eg. analysing 88E's desire to drill a couple of cheap wells this coming winter and waiting for their funding to come through. PANR is far further down the track of proof of concept (successful flow test of >36 API oil); PANR has some proper heavyweight shareholders; PANR & GB have together invested c.$250m over the last decade in the ANS; PANR directors have not sold 1 share since each individual was appointed and have paid for all their shares, no gifts; external validation has come from eSeis, LKA and the State of Alaska; and the farm out process continues with talks taking place with at least two NOCs. Jim's strategy would see him open a trading position once a Talitha well is funded. If Jim is happy paying a *post farm out announcement price* of, what, 70p, 80p, 90p after an RNS describing a well targeting in excess of 1 billion barrels of oil in Alaska, targeting 3 distinct horizons, next to infrastructure, a couple of miles away from the site of a successful sweet light oil flow test, the culmination of 10 years work in delineating the asset then that's fine....but I'm the guy he's going to be bidding for stock that morning, and he ain't getting any. GLA PS To Oilman_Jim and his trading acolytes - let's see what you have to say *after* the webinar on 19/10/20. If you don't do the very least amount of work by listening to a webinar, then you're not getting any debate out of me.
scot126
13/10/2020
15:10
TXP is deciding to take off now........this is what I expected PANR to do, but PANR will, in due course.......traders out now. TXP has seen the traders leave already, but its stayed up, that is ready to fly on good news........fingers crossed news is good.
pro_s2009
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