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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% 37.20 36.80 37.00 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 0.1 -21.7 -3.4 - 214

Pantheon Resources Share Discussion Threads

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DateSubjectAuthorDiscuss
23/7/2020
07:51
Dear All - couple of items to mull over. 1) I think, but am not certain, that Bloomberg wire service picked up and distributed an article by Hart Energy about PANR, published in the last 48 hours or so? Looks like the journo has conducted a phone interview with Bob Rosenthal? 2) 88E presentation out. Briefest of scans through it but plenty of "updip" references and I even saw mention of Alkaid-1 being described as an "analogue", would you believe?! So even our neighbour to the south is pointing to PANR's geology as being in the targeted geological window. Market finally catching on? Finally. GLA
scot126
23/7/2020
07:50
This might be of interest to some folks here. 88E put out a new presentation this morning https://www.rns-pdf.londonstockexchange.com/rns/8797T_1-2020-7-23.pdf Which Dave Wall will be presenting at 6 P.M. this evening. hTTps://event.webinarjam.com/register/501/wyy3gsr9
ride daice
23/7/2020
07:49
Not enough buying to break through to 25p , news needed to confirm all the new optimism .
jotoha2
23/7/2020
07:44
What is price telling us today?
gorgeousgeorge01
23/7/2020
07:36
I suppose with his track record Jay has to come up with the goods this time , lets hope he has it in him to finally succeed .
jotoha2
23/7/2020
07:28
Just relistened to the interview. Don't know how I missed this from the last few seconds. They're planning new big webinar, like the one they did in March and.... "Of course the biggest news could be about a farm-out." Does sound a bit imminent for sure!
hiddendepths
23/7/2020
07:22
Nice that you are showing the 5 year chart , man what a decline , and who was the man responsible for that , oh yes our man at the top Jay. I suppose 750p share price will make him look like a genius now , news please .
jotoha2
23/7/2020
07:07
Solid buying coming in again.
pro_s2009
23/7/2020
07:00
You will find out soon enough and it could turn out to be a full takeover like the CEO said.
tewkesbury
23/7/2020
06:58
News could come any day imho and lots to get excited about !!Kuparuk upgradeConfirmation of unitizationNew Broker note New webinar and presentation And of course news on farm out !!I'm pretty sure any of the above could make the national press again so these are Very exciting times, 18/19p will soon feel like a v distant memory. Glalth
segaris
23/7/2020
06:46
Good volume this week, 2.1m, 3.3m, 3.7m give or take. Plenty of interest, let’s hope it continues.
michaelsadvfn
23/7/2020
06:25
How big could an upfront payment be to PANR from a farm out?
city chappy
22/7/2020
23:17
Just relistened to PANR's recent Blytheway web chat again. PANR shares could soon be 60p+ on the basis of what Jay said (and even more on a takeover). 7/7/2020 3 min 50 onwards: hTTps://www.youtube.com/watch?v=5boGFctPCv0&feature=youtu.be There is also the chance the data room visits could turn into an "opportunistic takeover" offer, mentioned by Jay.
tewkesbury
22/7/2020
22:53
PANR AIM quoted oil and gas exploration company with 89.2% - 100% working interests in several projects on the Alaskan North Slope (covering c.200,000 gross acres, covered by c.1,000 square miles of proprietary 3D seismic) and 58% - 100% working interests in projects in Polk & Tyler Counties, East Texas. PANR's stated objective is to create material value for its stakeholders through oil exploration, appraisal and development activities in high impact, highly prospective assets, in the USA; a highly established region for energy production with infrastructure, skilled personnel and low sovereign risk. All operations are onshore, with drilling costs materially below that of offshore wells. The Alaskan licenses either straddle, or adjoin, the main Dalton Highway and Trans-Alaska Pipeline. INTERVIEWS AND PRESENTATIONS 22/10/2020: hTTps://www.youtube.com/watch?v=LFnF5MabqPo 9/10/2020: hTTps://www.youtube.com/watch?v=eOgIDdQHjAg 7/7/2020 4 min 5 sec onwards: hTTps://www.youtube.com/watch?v=5boGFctPCv0 26/3/2020 hTTps://www.youtube.com/watch?v=J3UBzJpqjEs 3/2/2020 hTTps://www.youtube.com/watch?v=1cutYlb4PAM MEDIA COMMENTS - WH Ireland, PANR, 11/11/2020: hTTps://ufile.io/baatiih6 "World class assets, the right team, poised to create value. We believe that PANR is on the cusp of generating substantial shareholder value by progressing the appraisal and commercialisation of its world-class Alaskan oil & gas discoveries, all of which benefit from 3D seismic and well penetrations. Of its six identified targets in Alaska, PANR has established resource estimates for three, which have a combined success-case recoverable resource potential of 720 million barrels of oil. Our current fair value estimate includes the equivalent of 147million barrels of oil or 20.5% of the defined success-case potential resources. We see scope for future value creation from commercial and geological derisking. The board of PANR has high-profile Alaskan pedigree, commercial acumen, substantive technical backgrounds and deep oil & gas experience, which we believe will favour successful value creation for shareholders. All-in, we see a positive multi-year trajectory of value creation for the company. We are initiating on PANR and see fair value at 75p/sh... ...To our knowledge, the Talitha appraisal well planned for Q1 2021 will be the most exciting well drilled globally in 2021....expected to confirm 643 million barrels of recoverable resources from the sweet spots of two independent targets. The company believes that inclusive of a third independent target, the scale of which is currently under evaluation, and upside around the identified sweet spots, the Talitha appraisal well has potential to unlock 1 billion barrels of recoverable resource...We believe PANR is on a multi-year, catalyst-rich growth trajectory, which we expect will unlock the latent value of its assets...Based on our analysis, with a Brent crude oil price as low as $30/b PANR's assets would generate a 10% rate of return." - Malcy's Blog, 9/4/2020 (at 14.5p): hTTps://www.malcysblog.com/2020/04/oil-price-chariot-igas-pantheon/ "Pantheon clearly has an absolute monster of a potential project, it has high quality directors, shareholders and first rate advisors, indeed a geophysical contractor was so impressed with what they saw they wanted their fee in shares, not possible but a 1% royalty has appeased them. Pantheon are in an amazing postcode and with a partner and when action can begin the value will start to transfer to the shareholders. It is almost impossible to calculate how much this acreage could be worth to Pantheon, perhaps a 20 bagger, maybe 50 but that can only happen when the partner is found and while this may or may not take potentially a long time management and shareholders remain confident and prepared to wait." - Alaska Jnl Commerce (8/4/2020) quoting Jay Cheatham (CEO): hTTps://www.alaskajournal.com/2020-04-08/new-data-old-well-add-major-north-slope-find "...Talitha, could ultimately produce approximately 500 million barrels of oil with peak production nearing 90,000 barrels per day, which would make it comparable to ConocoPhillips’ large Alpine field to the northwest." 1) ALASKAN NORTH SLOPE - Talitha Project (44,373 acres): - Talitha project: Three different horizons, all mutually exclusive geological formations with different reservoir trap geometries, qualities and risk profiles. All have been penetrated by an existing well and following petrophysical analysis have been confirmed as oil bearing. All have productive analogues in close proximity, providing valuable data as to potential reserves and productive capacity. - 13/10/2020: Subject to the completion of a farmout, Pantheon intends to drill a well at Talitha in early 2021, which will test the Kuparuk and two other (shallower) target horizons. a) Shelf Margin Deltaic (shallowist of the three horizons): - 13/10/20: SMD is the primary objective of the Talitha project due to its attractive reservoir qualities. Pantheon is nearing completion of a resource estimate over the entire SMD horizon in the Talitha Production Unit (the previous Company estimate, like the IER, was confined only to the updip area) and will report to shareholders when completed. The Company anticipates a material upgrade. - 25/9/2020: Independent Expert Report and Resource Statement from Lee Keeling & Assoc Inc. on the Shelf Margin Deltaic horizon: hTTps://uk.advfn.com/stock-market/london/pantheon-resources-PANR/share-news/Pantheon-Resources-PLC-Receipt-of-Independent-Reso/83330495 -- 302 Million Barrels of Oil ("MMBO") Prospective Resource (Recoverable). -- $2.7 billion NPV10 modelled on 91 producing wells, using long term Brent oil forward curve ranging from $45.84 to $54.89. -- $8.92 NPV10 per barrel of oil and Internal Rate of Return of 79.9%. -- Field peak maximum production rate of 90,000 Barrels of oil per day ("BOPD") facility limited. -- Average individual producing well EUR (estimated ultimate recovery) 3.32 MMBO per well for 91 producing wells. -- LKA Prospective Resource estimate only covers 20,600 acres of the reservoir section updip from the oil pay at the Pipeline State #1 discovery well, and not the total resource across the entire structure or project area. The Production Unit at Talitha covers 44,373 acres. The project area was delineated using advanced seismic attribute analysis where LKA reported that "The seismic AVO attributes show likely stratigraphic trapped good reservoir for the Shelf Margin Deltaic to the up-dip direction from well Pipeline State #1". - 23/3/2020: PANR internal Resource Upgrade following receipt and reprocessing of previously unmerged 3D seismic data in H2 2019: hTTps://uk.advfn.com/stock-market/london/pantheon-resources-PANR/share-news/Pantheon-Resources-PLC-Upgraded-resource-estimates/82059131 - Shallowest of these horizons, Brookian age reservoir, estimated contain 1.8 billion barrels oil in place (OIP) and P50 Technically Recoverable Resource 483 million barrels oil (MMBO). Previous estimates for all three zones combined were 2.6 billion barrels OIP and 463 - 508 MMBO P50 Technically Recoverable Resource for the entire Talitha project. Today's estimates are significantly higher than pre-analysis expectation. The Company has modelled two phased development plan for this zone, exploiting 376 MMBO of this resource, and using the WTI current forward price curve, yields a potential NPV10 of over US$2 billion, an NPV per barrel of $5.75 and an Internal Rate of Return of 55%. This zone has excellent reservoir qualities. Pantheon have completed Monte Carlo simulation over the Talitha 'Shelf Margin Deltaic' horizon, which estimates Probabilistic Resource Potential outcomes, as follows: ---- Oil in Place >>> Resource Potential (Technically Recoverable) P90: 1.3 Billion BO > 316 MMBO P50: 1.8 Billion BO > 483 MMBO P10: 2.6 Billion BO > 745 MMBO PMean: 1.9 Billion BO > 511 MMBO Resource Potential b) Slope Fan System (Brookian): - 13/10/20: The "Slope Fan System" lies below the SMD and above the Kuparuk in depth. Oil was encountered throughout this system whilst drilling the original Pipeline State #1 well. PANR is "presently working on a Resource Assessment for the Slope Fan System at Talitha and we expect completion before year end." c) Kuparuk Formation (deepest of the three horizons): - 13/10/2020: Resource upgrade (Kuparuk): - Penetrated by Pipeline State #1 wellbore and confirmed as oil bearing. - 1.4 Billion Barrels Oil in Place (OIP). - 341 Million Barrels of Oil ("MMBO") Prospective Resource (Recoverable) - most likely. - $1.48 billion NPV10, modelled illustrative development plan with 62 producing wells, exploiting just 247 MMBO of this resource and using WTI current forward price curve. - $6.00 NPV per barrel of oil and Internal Rate of Return 55%. - 13/1/2020: Bob Rosenthal (Technical Director, PANR) stated: "This is a great result at Kuparuk, substantially increasing our estimates of total Prospective Resources at Talitha. Importantly, Talitha has scope for further resource improvement as we complete our work over the coming weeks and months to include (i) the Slope Fan System, and (ii) the entire structure across the SMD, which will now include the downdip section. The Kuparuk and the Slope Fan Systems are recognised oil producers in the area and hence these productive analogs provide increased confidence about future development. The SMD is the major new geological play type in the region where the recent large discoveries have been made and are now subject to major development programs. We are fortunate to have all these plays tested in one well with a mixture of older proven play types and the new and exciting play type which has yielded the largest onshore discoveries in the world over recent years.The Independent Expert Report on the SMD only considered the structurally higher 'updip' (high graded) location from the Pipeline State #1 discovery well where the reservoir quality is superior and excluded the downdip area entirely. Work on this larger area is presently underway and will be announced when completed." - 23/3/2020: Jay Cheatham (CEO, PANR) stated: "...our projects are emerging in quality, size and scale exceeding what we ever imagined. Our projects are onshore, close to infrastructure, conventional, in an area of low royalties with minimal sovereign risk. They have size and scale that we believe is material for almost any company. This all points to a breakeven oil price...below most other oil projects around the world. There is a structural adjustment taking place in the oil industry as companies are moving back to the lower cost, high return conventional business and...we are well placed in this regard. These assets have the potential to produce for a generation or more, so it's the long term, not the short term oil price that is most important for us. The potential of Talitha combined with our Greater Alkaid oil accumulation and the Theta West and Leonis projects give us a world class portfolio." 2) ALASKAN NORTH SLOPE - Greater Alkaid Project (PANR 100%, 22,804 acres): - 3/11/2020: Plan of Exploration: - Application to form the Alkaid Unit (22,804 acres) approved by State of Alaska, Department of Natural Resources ("DNR"). Includes PANR First Plan of Exploration ("POE") with commitment to reprocessing 50 Square miles 3D seismic and engagement of 3rd party specialists to produce engineering study on 'hot-tap' into Trans Alaska Pipeline System ("TAPS"). No firm drilling commitments, however, proposes drilling two wells from gravel pads located adjacent Dalton Highway to allow year round activity. Drilling and long-term production testing on the first well, Alkaid #2, targeted for Spring/Summer 2021; and dependent on results, drilling and testing of Alkaid #3 well in 2022. - "At the current Brent forward curve, the NPV10 is closer to $300 million...A major benefit of Alkaid over other projects on the Alaska North Slope is that wells can be brought onto production rapidly after testing by trucking produced oil up to Pump Station #1, about 20 miles north of Alkaid. Alkaid's location, underneath and adjacent to the Dalton Highway and the Trans Alaska Pipeline System allows the siting of a drill pad next to the Dalton Highway which offers the ability for year-round activity as well as other material advantages." hTTps://uk.advfn.com/stock-market/london/pantheon-resources-PANR/share-news/Pantheon-Resources-PLC-Formal-Approval-of-the-Alka/83593677 - Independent Expert Report & Resource Statement by Lee Keeling & Associates, 23/1/2020: hTTps://uk.advfn.com/stock-market/london/pantheon-resources-PANR/share-news/Pantheon-Resources-PLC-Resource-Update/81582434 - 76.5 MMBO Contingent Resource (recoverable). - $595 million NPV10 based on modelled 44 wells, + c.70 MMBO Phase 1 field development over 20 year term at an oil price of $55 held flat. - $8.50 NPV10 per barrel of oil. - Field peak flow rate 30,000 BOPD. - Individual well EUR (estimated ultimate recovery) of 2.25 MMBO per well for 24 wells. - LKA report supports PANR's view that Alkaid + Phecda is one continuous accumulation, now called 'Greater Alkaid'. - Located underneath and adjacent to the Dalton Highway & Trans-Alaska Pipeline (TAPS). - Estimate comprises Contingent Resource only - does not include Prospective Resource. - LKA modelled Phase 1 field development, with 24 wells at 2.25 MMBO per well + further 20 wells with the EUR risked at 50%, equating to 1.125 MMBO per well. Their 20-year model estimates NPV10 of $595 million after production of 70 MMBO, with estimated NPV10 of $8.50 per barrel of oil. Modelled peak field flow rates 30,000 BOPD. Greater Alkaid's beneficial location immediately beneath & adjoining road & pipeline infrastructure offers significant time & cost advantages over other projects on the Alaska North Slope. Having a large onshore oilfield here will allow phased development, minimising upfront capex & producing early cashflow to fund future development. - 23/1/2020: Jay Cheatham (CEO, PANR) stated: "The report by LKA is a fantastic result for Pantheon and underpins management's belief we have a major discovery in Alaska along the Dalton Highway and Trans Alaska Pipeline. Greater Alkaid has the potential to offer tremendous economic returns, estimated in the report at NPV10 of $595 million for Phase 1 and an NPV10 of $8.50 per barrel of oil. I remind shareholders that a Contingent Resource (recoverable) is a higher classification of resource compared to the Prospective or 'Technically Recoverable Resource' previously provided by the Company, so 76.5 million barrels of Contingent Resource is something we are very proud of. I am confident that with additional drilling our Contingent Resources could increase. I am reminded of Prudhoe Bay where the ultimate recovery (EUR) has over time greatly exceeded original estimates of oil in place (OOIP) for the field. Good oil fields get bigger and better over time. The Independent Experts Report will enhance our farmout efforts and bodes well for our other projects where we also intend to undertake an in depth and independent assessment. This is the first time Pantheon has undertaken an independent expert report and is planning to provide other such reports in the future." - 25/3/2019: Successful Flow Test: -- 6 foot interval (from 240 foot Brookian net pay interval) perforated vertically & flow tested at 80 - 100 BOPD light oil (40 degree API). Exceeded expectations & confirmed as an oil discovery. Potential for materially higher flow when wells are drilled horizontally, stimulated, and with larger intervals perforated. 3) ALASKAN NORTH SLOPE - Theta West and Leonis: - 20/3/2020: - c.28,000 acres of new leases acquired. - Initial analysis undertaken by eSeis using PANR's 3D seismic indicates potential to contain more than 1 billion barrels of oil in place ("OIP"). - Acreage comprises 2 major project areas named 'Theta West' and 'Leonis', both of which offer potential for further increases to PANR's initial estimates of OIP as team continues to assess these projects. -- Further analysis 'highly encouraging' and now clear that Theta West appears substantially larger than originally estimated, albeit analysis is not yet complete. 4) FARM OUT AND DRILLING: Data room opened, farm-out interest, with view to drilling H1 2021 and rapid production thereafter. 5) TEXAS: In East Texas, PANR has working interests in several conventional prospects in Tyler & Polk Counties, in an area of abundant regional infrastructure. ---------------------------------------------------------------------------------------
tewkesbury
22/7/2020
22:52
Follow this link: hTTps://uk.advfn.com/cmn/fbb/thread.php3?id=46607285
tewkesbury
22/7/2020
22:28
That's blast from the past lol that was ramping to a whole new level, he even had he's website devoted to it .... mad mad fella
sirmark
22/7/2020
22:00
Paul masterson. Need I say more
borisdog2
22/7/2020
21:09
My sympathies. I was there too. Bast...
josully1950
22/7/2020
20:58
Boy do I remember Stanelco.... I owned 3.9% of it :(
sirmark
22/7/2020
17:31
Ahhhhh but this is a 2009 replacement account for an earlier one, the earlier one being set up much earlier :) Do you remember stocks like SEO (Stanelco).........now that was real ramping.
pro_s2009
22/7/2020
17:19
"I know......its just people throw the word ramper around so easily nowadays, they obviously were not around when real ramping was going on years ago." Come on Pro. My account was created 5 years before yours. DYOR :-)
ride daice
22/7/2020
16:55
I know......its just people throw the word ramper around so easily nowadays, they obviously were not around when real ramping was going on years ago. The internet age now and access to instant information means ramping (in the real sense of the word) has become pretty much impossible. Which is why its been diluted down now such that anyone positive is a ramper and anyone negative a shorter. State of life now......like Remain and Leave, In and Out, Far Left and Far Right, Ramper and Shorter.......no middle ground anymore :)
pro_s2009
22/7/2020
16:51
To be fair Pro I do not think Ride was being critical and until we get something other than a piece of paper containing estimates to value PANR by then we are just speculating as to where we may end up. That will not change until we get some cash on the table to set against the estimates. Hopefully that will trigger a nice big gap up, just to annoy the chartists. Still a bit of a gamble though, init.
dhb368
22/7/2020
16:38
........ my humble opinion is that the upside here is enormous.......... So you are a ramper then ??????? In the old days, RAMPING was the posting of blatant lies in order to pump a share price up. EG if someone posted "I hear PANR is getting taken over for 200p tomorrow".........that would be a ramp. As shorting became more prevalent and as shorters infested the boards it became so that any kind of positive outlook on a share price was "ramping". If anyone thinks ramping is going on on PANR - you really have no clue as to what ramping is. Its as if woke liberals have taken over the bulletin boards and now in order to virtue signal anyone who is positive is a ramper........and anyone negative a shorter........... LOL :)
pro_s2009
22/7/2020
16:23
It is without doubt that there is ramping going on here (as one would expect) given that traders appear to outnumber long term oil investors by a considerable margin. However as a long term oil investor I keep looking at the assets in the PANR portfolio and find the current share price to be ridiculously low considering even the most conservative resource estimates. Given that the majority of the acreage is in the "Appraisal" category for which we are awaiting still numbers (hopefully coming soon) my humble opinion is that the upside here is enormous. And for disclosure i've previously bought PANR shares at a maximum of 125p each (ouch) during the shale gale (the so called "craking the code" era) so I am certainly adding at these levels given the shift of focus towards AK.
ride daice
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