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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
  -4.40 -12.57% 30.60 29.40 29.90 33.50 28.60 33.00 3,513,680 16:35:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 0.7 16.7 10.5 2.9 154

Pantheon Resources Share Discussion Threads

Showing 33701 to 33725 of 35525 messages
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DateSubjectAuthorDiscuss
14/8/2020
07:18
Good morning.
tewkesbury
14/8/2020
07:16
What if an NOC such as Aramco offer very favourable terms...???
chris0805
14/8/2020
06:54
Yep, astralvision, put me down as "genuinely surprised"!! Lol Couple of things I'm just mulling over as I wait (im)patiently for the Kuparuk resource estimate and webinar: 1) I think there's a consensus view that PANR has to be, how shall I put it diplomatically, pushed and prodded into PR activities?! Believing this to be the case, it simply *cannot* be a coincidence that a Twitter profile has been set up by PANR in the last 24 hours. We know this management well enough by now, post-Great Bear merger, that when they trail a webinar or a Bob Rosenthal presentation in London, or in this case set up a Twitter profile, that something worthy of highlighting is in the immediate offing. I put it to the thread that if management was looking to bury bad news or obfuscate then setting up a Twitter profile when the market *knows* there's news imminently is hardly the behaviour which suggests a lack of confidence? Agreed? I'll be clear....all my analysis and reading about the Kuparuk at Talitha suggests we're going to be hearing excellent news on this front from PANR and eSeis. [twitter handle is @PantheonResour1] 2) More mulling....we know that a couple of NOCs have entered the dataroom. I was thinking about their interest in PANR's Alaskan assets. Quite apart from the cost of diverting manpower to assess a project overseas, it strikes me that NOCs really "wouldn't get out of bed" for Alkaid alone. Alkaid is a super project, looks fairly straightforward to develop, etc....but is it of sufficient scale on its own to warrant a NOC to conduct serious due diligence (which BR attested to)? Nope, for me logic dictates that the NOCs must surely be looking at Alkaid *and* Talitha. Talitha offers the sheer scale and multi-decade lifecycle that makes it worth their while to consider investing. I'm looking to the Kuparuk analysis and webinar to give us more information on the potential scale of Talitha because I suspect it's going to be larger than the wider market anticipates. 3) If, and I repeat if, the market does react positively to the imminent Kuparuk news then I've been looking at the relative likelihood of various scenarios as it pertains to the share price reaction. Hmmm...looking at the last couple of weeks trading, and having punched through the 20p psychological barrier, it *feels* like the selling has reduced markedly this week. Of course there will always be traders but I'd like to think that some positive fundamental news from Talitha and an educational webinar and some PR exposure will all lead to a far more informed shareholder base who simply refuse to sell stock at such a discount to fair value. Justin mentioned some non-house broker research heading our way too. Looking forward to reading that and making sure this thread is appraised of its contents. I'd have thought the natural time for such an initiation of coverage would be in the days following the Kuparuk webinar, no point publishing before this much anticipated analysis drops, is there? GLA PS astralvision - As you pose the question, I simply cannot see any tactical advantage whatsoever in "delaying" any newsflow until September. The whole "City goes on holiday in the month of August" was certainly a truism but changes to reporting standards/calendar over the last decade mean that August is now a particularly *busy* month for analysts, would you believe? You've no idea about the amount of whinging from analyst colleagues as this change in summer holiday schedules was foisted upon them. Petra and Algernon's school holidays are now slap bang in the middle of reporting season. Tsk, tsk, tsk.
scot126
14/8/2020
06:23
Next news will probably be this month.
tell sid
14/8/2020
06:21
Well, I guess Scot is 'genuinely surprised 'Can't say I'm completely taken by surprise as this is PANR and we all know PANR time has its own special universe.Next week guys? Or might as well leave it till September now for max effect?
astralvision
14/8/2020
06:11
Wouldn't want to be out over the weekend.....
chris0805
14/8/2020
03:06
Really think Pantheon is about to soar into the high 20's and 30's once the investment community wakes up to the fact of what they have.... next week is going to be pivotal if we get reserve numbers expecting some big moves
waterpolo
13/8/2020
18:26
Could be issued tomorrow...........
brian boru
13/8/2020
15:53
Bob mentioned towards the end of the 7/7/20 interview, they would release an Independent Expert Report on Talitha, just like there was earlier this year for their Greater Alkaid area. That would presumably then help with due diligence for a farm-out partner or takeover. Jay seemed very confident.
tell sid
13/8/2020
15:48
23p - Cheap at twice the price. Take your opportunities while they are still there! The next news to drop could be very significant. IMHO
gorgeousgeorge01
13/8/2020
15:15
Davidblack - i think that the company has done a good job of providing a balanced view of where we are; what we already have, it's value and benefits vs other assets but also what we have coming in terms of resource upgrades, farm out, drilling etc. Especially given the correct strategy to conserve cash. as and when (if) the company de-risks, this is going higher, no question in my mind and I have been happy to pick up in the low/mid teens. Would we be higher than this with $50/60+ oil and no corona virus? absolutely.
sporazene2
13/8/2020
14:33
This month and next month - release of further resources analysis on the other Talitha areas and more recent purchases, detailed webinar, and farm out or takeover.
tewkesbury
13/8/2020
14:12
Talking about PR, Pantheon are now on twitter @PantheonResour1
dhb368
13/8/2020
13:56
BR, ‘...in about a month’ That was on 7th July so literally any day now.
michaelsadvfn
13/8/2020
11:06
Could be any time!
gorgeousgeorge01
13/8/2020
11:00
Sorry which is due when ?
sirmark
13/8/2020
10:34
Most likely the day of the Kuparuk update...
michaelsadvfn
13/8/2020
10:03
Do we have a date for the Webinar ? or roughly expected?
sirmark
13/8/2020
08:35
New webinar presentation soon by PANR.
tewkesbury
13/8/2020
08:02
Somehow the PR Messaging here hasn't managed to convey the story that Pantheon is not about "Good News is Coming" but rather its here already with more to come on every subsequent target area. Also I think in this "Anti Oil Era" but where all the "Greenies" are still happy to use hydrocarbons to maintain their woke lifestyles the value of leveraging on existing infrastructure is huge and Pantheon sit in probably the best single spot on the planet with a pipeline and the State of Alaska both desperate for oil to be pumped. Off topic: Personally I think anyone who professes a hate for extractive industries should not be allowed to use a mobile phone, the internet, heating or clothing containing or created using fertilizers, or pesticides, or oil based transport! Rant over!
davidblack
13/8/2020
07:48
Good morning Chris.
tewkesbury
13/8/2020
07:46
Yes David, and those numbers for Alkaid are likely conservative given:There are 22.5M barrels not included due to the risk factor applied by LKA. They are assuming a conservative recovery rate of 10%. The Alkaid drill did not discover the OWC and therefore the numbers only account for ~50% of the isopach.It's not difficult to see GA numbers hitting 200M after two or three horizontal drills. If the contingent resources go up so will the NPVs/bblArmstrong had carried out 7 horizontal drills (12 vertical) to prove up the 500M barrels which were the base case for the Oil Search deal. Breakevens were stated as being ~$40 on those figures, similar to the LKA numbers for the 77.5M/bbls. We are also more than covered on the exploratory upside which could be over 2B barrels compared to their 700M I believe. Not only that our wells will hopefully be in production, Oil Search are still years away from production.Assuming we 'give away' ~50% in the farmout deal we could still be targeting 3-5 bagger on Alkaid and this alone makes a compelling investment case. I reckon once the upgrades are finished Alkaid may only be >10% of the recoverable resources. What did Justin say about 1000 wells? Alkaid is only the first 50 or so. Hopefully news soon, GLA
rabito79
13/8/2020
06:15
Let's hope Malcy is correct... 20 to 50 bagger??? .... anywhere in that range would make me happy!!!
chris0805
13/8/2020
06:07
Good morning.
tewkesbury
12/8/2020
23:54
Worth looking at this again HTTPS://www.youtube.com/watch?v=1cutYlb4PAM 70m barrels of easily accessible oil at Alkaid sitting beside the pipeline. with a maximum fully diluted of 625m at 22p equals £138m market cap or $2.56 a barrel assuming zero for everything else. Looks like a huge undervaluation especially as oil projects going forward are going to be focused on early delivery and leveraging of existing pipeline infrastructure. And more to come from Talitha! Sorry for the late posting I have been trying to explain it to a friend in Oregon on the West coast tonight.
davidblack
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