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
  0.08 0.53% 15.14 15.08 15.20 15.32 15.00 15.32 587,204 16:35:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 1.0 -8.8 -3.7 - 76

Pantheon Resources Share Discussion Threads

Showing 37001 to 37023 of 37575 messages
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DateSubjectAuthorDiscuss
02/10/2019
17:26
Some large eod trades.Let's hope the damn seller is out soon. At least there was some buying interest today.
astralvision
02/10/2019
15:43
Fingers crossed.
davidblack
02/10/2019
11:23
Other board.
gorgeousgeorge01
02/10/2019
08:25
"This is the point where GG, the famed Dunning-Kruger exponent, the Fred Kite-lite former union rep, the bloviating buffoon comes up against a block of investors..." I don't know why you are having a go at me out of the blue, you obviously didn't read my notes to the presentation. Were you the horrible fellow sitting towards the back during the presentation? You were obviously NOT the person I tapped on the shoulder and who denied everything. It's all good and well on a bulletin board but, once again, I invite you to say it all to my face the next time our paths cross. Better yet, why not give it up? I am very optimistic about things.
gorgeousgeorge01
02/10/2019
08:06
I wondered when that appointment would be made .. just waiting on Carl Williams nowPer the original acquisition RNS from Dec last year:Under the SPA, Great Bear has the right to appoint two non-executive directors to the Board of Pantheon, subject to regulatory approval. The Directors understand that Great Bear intends to appoint Carl Williams and Jeremy Brest who are the designated members for Alaska Great Bear Partners LLC ("AGBP") and Ursa Major Holdings LLC respectively, which own and control Great Bear. Pursuant to the Relationship Agreement these appointments will be on substantially similar terms as the Company's other non-executive directors.
sheikhspeare1
02/10/2019
07:39
We appear to have a heavyweight new non exec? My gut feeling is he would have had assurances that the JV conversations were progressing reasonably well. Anyway hopefully he can bring some buying with him from the Far East.
davidblack
02/10/2019
07:31
The current unlocked value is truly staggering and totally missed Panr are sat on billions of barrels of oil recoverable I have a view that this has the ability to 20 bag and some. It is a long long time since I have seen something so undervalued.
btgman
02/10/2019
07:24
"the impending farm out is about to unlock massive value for PANR shareholders. GLA This time next year we'll all be millionaires Rodney, Aye!
bit coin
02/10/2019
07:16
Welcome Jeremy. A message to GG in particular, and more gently and generally to others who didn't quite understand what I was describing when the BB was examining scenarios on the strategic future of PANR a while back. Have a read of today's RNS. We, the legacy shareholders of PANR, have merged with a world class company and asset in Alaska IMHO. It is the likes of Jeremy, the Riverstone founders, Farallon and Bob Rosenthal who, along with the other Board members of course, will be making strategic decisions for PANR's future. Yes, GG's money is as green as theirs, but it ain't a democracy. This is the point where GG, the famed Dunning-Kruger exponent, the Fred Kite-lite former union rep, the bloviating buffoon comes up against a block of investors who, collectively, have literally centuries of O&G experience and the means to deliver a world class project. There are few guarantees in life but I know which side I'd be listening to. Buckle up, folks, because if Bob Rosenthal, the Riverstone people and eSeis are correct, the impending farm out is about to unlock massive value for PANR shareholders. Anyone else get the feeling various loose ends are being tied up prior to the next chapter? GLA
scot126
02/10/2019
07:09
Top draw appointment we should see a fair few RNS's this month. GLA
btgman
01/10/2019
14:31
What's with all these matching trades?
astralvision
01/10/2019
12:49
Totally agree Rabito markets and total lack of understanding is affecting Pantheon share price. They can drill all year round on a fair chunk of their acreage enough to keep a major busy for a few years, so a few weeks here and there makes little difference in my view. I could put a huge argument forward for getting wells on to production and funding the exploration from cash flow would be a massive benefit. Especially given Talitha has an existing appraisal/development at which point they have 3 options Alkaid Phecda and Talitha to go at near term with 200mmboe of potential recoverable. At $5 that's $1b to go at immediately.
btgman
01/10/2019
12:16
BTG, it's an important point you make regards winter drilling. From my understanding only 1 of the 4 wells planned is reliant on winter drilling so if we miss the winter window I believe only the Talitha Exploration well will be affected and likely by only 6-9months.Interestingly the company highlighted the Exploration well as Appraisal? In the most recent presentation, with shows in the Pipeline-State well Kuparuk zone having positive implications for a major resource updip. eSeis deal really does give credence to Talitha piece. Essentially an insider willing to gamble $2M on Talitha alone.
rabito79
01/10/2019
11:57
A farm-out bringing in cash - and avoiding spending it on new Alaskan drilling - will jump start the stalled engine that is Texas. The share price isn't going anywhere until a good (and preferably very good) farm-out is done. Investors will be understandably wary until that happens, however powerful the story is. It'll be a completely different story then, so for the sake of our nerves it is to be hoped we don't have too long to wait!
hiddendepths
01/10/2019
10:59
Timing on farm out is obviously subjective and a process terms are key for me rather than timing. That said they seem to have plenty of interest and an opportunity of this size and scale onshore does not exist in many places in the world right now let alone in the US. So I expect a deal to conclude relatively quickly. BR was in UK last week so timing maybe closer than we think. To compare this with 88e I am not convinced is quite righ. Pantheon have a confirmed discovery, Pantheon are significantly closer to the pipeline and can offer 12 month year round drilling. We own the sciesmic over our acreage and have the benefit of eSeis works to date. The right deal and back funding transforms Pantheon and brings Texas right in to play. Such a deal see's Pantheon multi bag on announcement. They have cash to get the deal done so at current levels it has to be a compelling investment
btgman
01/10/2019
10:33
Gem, I'm a shareholder here & I didn't get a chance to make the presentation but I'll list the couple of things that niggle at me and have stopped me averaging down much further here. Timelines for farmout. Especially as above ground issues mean long lead-time drilling items would likely mean activity should be being committed to by now. This could mean we either are engaged with a larger company with their own access to items and in-house team[s] or could mean we miss the 2019/2020 winter drill season? If anyone was totally objective here they would have to admit zero has happened on time with PANR and the GBP team aren't exactly speed demons flow testing a well 3+ years after drilling it and FO Winx on the cusp of forfeit (yes there were macro reasons but there always is) The company stated they would like some back funding as part of the FO. This -could- mean a higher % of ownership has to be conceded as part of a deal, or (and this backfired spectacularly for 88e recently) the company FO a smaller percentage for carry only and anticipate the market likes the retained interest % and this would allow a share price rise allowing for a fund raise to accommodate retained interest % and less perceived share dilution. I'm longterm positive here but have checked my expectation of any quick prove it up and sell it on (from 2014....)
yoghurt73
01/10/2019
10:32
Cheers Stumpy for your very thorough reply, much appreciated.I had these a few years back, think they ran up to £3 or something, can't quite remember. Sold a lot of them back then.Always kept an eye on them, they look in the 'interesting' category if they can actually deliver for a change.That 'cracking the code' stuff really was a load of old blarney!
astralvision
01/10/2019
09:55
Fear Of Losing Out. In theory, it has a value. It has assets and no debt so it's not in immediate danger of putting out an RNS with the words 'going concern' in it. Out of hours news could have it open a long way up (hence the FOLO aspect). I don't know how tight a ship PANR is, but sometimes there are clues as to how things (negotiations in this case) are going in the day or few days prior to release of an RNS, but this can be exploited also to get PI's to throw money at it and the II's subsequently try to sell into that. It's a speculative trade. You could argue that a break above the falling tl resistance from April 2019 could be worth a buy. Currently, that would be 17.6 ish. There are plenty of other ways to decide where is a good entry. Speculatively if you believe in the potential here 14.5 would be one entry (good support from 2014). In 2016 share price hit over 180. That suggests that the upside could be big, but we don't know how likely we are to see upside vs downside. One way of playing that is to keep your entry modest and hope for the upside, you could end up with a multi-bagger or lose a modest amount. Straight gamble.
stupmy
01/10/2019
09:34
What's a FOLO trade btw?Thanks for your chart analysis, it's all made sense so far.No obvious entry point, or is there?I thought the 18p placing price would offer support but nothing doing.15p must be a bargain, surely!
astralvision
01/10/2019
09:29
That recent presentation doesn't seem to have impressed the market Wondering what was in it to put market off
gemstar2
01/10/2019
09:26
SP has dropped below it's rising tl support. That suggests that 15 or 14.5 could come into play next. Without news or leaking inside knowledge there's no rush to buy I'd have said. At the current time it's a FOLO trade.
stupmy
01/10/2019
09:07
Spread on the shares must be putting off a lot of folks, horrendous.
astralvision
01/10/2019
06:27
thanks Yoghurt, sadly nothing to get excited about...............
bit coin
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