Buy
Sell
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 33776 to 33798 of 35525 messages
Chat Pages: Latest  1361  1360  1359  1358  1357  1356  1355  1354  1353  1352  1351  1350  Older
DateSubjectAuthorDiscuss
19/8/2020
06:04
Thank you!!
chris0805
18/8/2020
21:49
So Talitha has the “Right Address” for being a monster based on the standard geological model? I am more than happy with that as a starting point given the size of some of those Gulf of Mexico or West African analogs. So fingers and toes remain crossed for luck!
davidblack
18/8/2020
19:24
Chris, I can clarify where it came from but not what it means. It came from one of the last slides in March's Webinar (Slide 31).Full statement is:Remaining 3 reservoirs identified are being worked now. Indications are that other reservoirs...I think there are two possibilities here. Either Jay fell asleep mid slide or they are hinting that the SFS, Kuparuk and Theta are all bigger than SMD. Theta was always going to be bigger but this hints the other two are also. I hadn't noticed this text before and am perhaps reading too much into it.
rabito79
18/8/2020
19:10
Talitha IER with upgrade, I think... If you look at the sequence of events at GA expect the same with Talitha. First PANR’s analysis of the Kuparuk then they get LKA to independently verify. A snippet from the GA contingent resource RNS of 20.01.2020... ‘Once the Company has completed its internal analysis, it will likely engage LKA to complete a Resource Assessment of Talitha.’ Must say i’m quite wary of how the market will react to PANR’s analysis bearing in mind the numbers will not have been independently verified.
michaelsadvfn
18/8/2020
18:12
Sorry....Please Rabito!!!
chris0805
18/8/2020
18:11
Can you clarify the last line please David ??
chris0805
18/8/2020
18:08
May be tomorrow???? Feels right somehow... Talitha IER with upgrade, I think. Not sure where recent posts re deal / takeover are founded??? I know a deal could be construed as the ongoing farm out discussions, but not a takeover at this stage.... far too early for that. Note that those posing re takeover appear new & show no research.... take that for what it is!
chris0805
18/8/2020
16:33
I'm sort of hoping they hold this news back until September now....but to have everyone in the city back in front of their desks to receive a deal....fingers xx,d.
gozo
18/8/2020
11:48
Spangle just an odd question, "Are these Turbidites at Talitha similar to the ones TXP has in Trinidad?" the onshore economics makes me wonder?
davidblack
18/8/2020
10:52
2 days of non stop selling with news imminent. Odd.
michaelsadvfn
18/8/2020
09:30
Meanwhile in Alaska, should Trump get re-elected hTTps://www.nytimes.com/2020/08/17/climate/alaska-oil-drilling-anwr.html Leasing of the ANWR
spangle93
18/8/2020
09:02
Whilst we wait for the Kuparuk update it gives me a chance to refer to previous Otto slides one more time. Slide 13 of the below presentation shows the previous understanding of the Kuparuk. As shown some of the better reservoir seems to be in close proximity with taps, although aerially it extends well beyond that. The diagram and text shows that the reservoir thickness could be more extensive in others areas in comparison to that contacted by the Pipeline State 1 well which had 47feet of net pay. Pantheon have previously indicated porosity of 18% which is similar to better SMD reservoir, and 88e have also commented on good reservoir quality in one of their Icewine wells (porosity 15% at a deeper location) so hopefully cause for encouragement. hTTp://www.ottoenergy.com/site/PDF/4f816a51-fa61-46a8-b956-78c9d7789177/OttoEnergysAlaskanPotentialUpgraded Hopefully not long now, my thinking are the delays are likely a positive thing all be it frustrating. One last point from March’s Webinar which I only recently noticed and perhaps is a wee teaser from the board ‘Indications are that other reservoirs...’
rabito79
17/8/2020
22:53
And how many of the current stock of DUC’s are of historic average economic value. Especially given they have been cherry picking the better of them for years. There are likely to be a few companies who are fully aware that many of those drilled but uncompleted wells are worthless at sub $70 oil prices. So watch the Accounting right downs as WTI moves above $50 and apparently things start to get better.
davidblack
17/8/2020
21:59
What happens when they run out of DUC's ? :)
pro_s2009
17/8/2020
21:58
much better economics ahead! With all of the shut-in production returning, US oil production is expected to peak at ~11.7 mb/d in August. Monthly basin decline rates at today's completion activity level is ~260k b/d. By year-end, this will push US oil production down to ~10.7 mb/d. If frac spread count doesn't rebound to 175+ by Q1 2021, then US oil production will fall to low ~10 mb/d. HTTPS://seekingalpha.com/article/4369311-contrarian-view-on-u-s-oil-production?utm_medium=email&utm_source=seeking_alpha&mail_subject=hfir-a-contrarian-view-on-u-s-oil-production&utm_campaign=rta-author-article&utm_content=link-0
davidblack
17/8/2020
12:56
Posted on RBD by wwick Https://www.spglobal.com/platts/en/market-insights/podcasts/crude/081720-predicting-next-global-oil-shock "Global oil supply far exceeds demand right now as the coronavirus pandemic keeps travel restrictions in place and commuters working from home. Commodities analysts Leigh Goehring and Adam Rozencwajg, managing partners of Goehring and Rozencwajg, argue that the pandemic and current oil market conditions will be a catalyst for a coming global energy crisis. They think we're not far from a global oil shortage because of the lack of investment happening today and the rapid depletion of the best US shale resources. While some analysts expect shale production to keep global oil markets in a perpetual surplus, Goehring and Rozencwajg argue that the age of shale has largely passed. They project US oil production to fall by as much as 2 million b/d in the second half of 2020 and by as much as 1.5 million b/d in 2021. They see global demand rebounding steadily, which will lead to a spike in prices and an eventual drilling boom five years or so down the road."
dan de lion
17/8/2020
11:37
Hull....never quite reconciled how one of the first places to introduce plastic pint glasses city wide also got 'crowned' the UK City of Culture (2017). Need we say more?!
zeroxfd
17/8/2020
11:01
Darcon, has to be ConocoPhillips, Oilsearch and then BP(?) because they are the ones followed on twitter and that's how you start rumours in 2020.
dhb368
17/8/2020
08:06
I expect another Independent Report before a deal or takeover. Just hold and accumulate.
tell sid
17/8/2020
07:34
Is this the week :)
sirmark
17/8/2020
06:41
1000+ BOPD.
tell sid
16/8/2020
19:55
Hull was banished into Humberside 50 years ago but still tries to pretend it's in Yorkshire.
spangle93
16/8/2020
19:17
There is a new updated notification lessee map available on the Alaska Dept of Oil & Gas website: HTTP://dog.dnr.alaska.gov/Document/34C4821A61EC42E9825EE53F887F1600/08-01-2020_NorthSlopeNotificationLesseeMap? Below are the big oil companies presently on the North Slope who presumably could be potential partners with the ability to punt $50+min and subsequently invest billion+ capex: - Hilcorp - ConocoPhillips - ExxonMobil - Shell - Oil Search - ENI How would folks rank these in terms of partner preference? I have purposely not included Premier in the above list. Next step is to put a list together of other NOCs who presently aren’t on the N.Slope but who we think could have reasons to be interested.
darcon
Chat Pages: Latest  1361  1360  1359  1358  1357  1356  1355  1354  1353  1352  1351  1350  Older
ADVFN Advertorial
Your Recent History
LSE
PANR
Pantheon R..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20201028 22:50:30