Pantheon Resources Share Discussion Threads

[rabito79] 18/1/2023 17:21

I think your arrogance comes from assuming you understand the complexity of bringing on long horizontal with multi-stage fracs and thinking you can interpret the results based on this extremely limited knowledge and without the full data set.The bear argument is riddled with holes and any data which goes against it is just highlighted as a lie. It actually gives me more confidence in my position. When someone like Alex Stahel is reliant on falsifying documents to link Pantheon to a guy in the Alaskan courts for a failed exploration company opposed to providing a coherent technical analysis it says a lot in my opinion. Likewise the claims of a diesel flair (truant), unsubstantial claims wells can't be drilled over 5000ft (hpcg) and your deliberate dropping of the 300-350 of condensate NGLs again speaks volumes. There are so many other examplesWell done 50% profit, some of us have secured multiples of that even after the recent decline.

[forwood] 18/1/2023 17:21

In post 1769 bully said: 'they already tested it and could only get it flowing at like 200bopd'

That's not quite true is it? Choked back because of the sand blockage, the RNS said: 'production over more than the last 30 days has averaged over 500 barrels per day of hydrocarbon liquids, of which circa 200 bpd of crude oil and over 300 bpd being condensate and NGLs, all of which can be sold'. As at the RNS date they'd sold 7000 barrels of oil, which left a question mark over the >8000 barrels of condensate and NGLs produced. Subsequently they've said 550 boe a day, which is all a bit confusing and questions have been asked about this for the webinar.

So, assuming the workover rig clears the blockage and they can sart testing the full 5300ft without a choke, it is expected that the rate will increase.

I am sure you are aware of this but once again you have chosen to present the findings to date in a negative light - and that's being charitable. It's no wonder shorts come in for so much criticism and opprobrium.

[madd_rip] 18/1/2023 17:10

More arrogance I see. How do you get your enlarged ego head through doors?

[thebull8] 18/1/2023 16:48

Sure I would love if people found my post to be of use. I would love it if I saved a genuinely nice, naive individual from what is to come here. In my experience thou people never listen until it is too late Plus i enjoy being correct and rubbing it into the faces of people like you several months later

[thebull8] 18/1/2023 16:46

I mean it's unlikely because they already tested it and could only get it flowing at like 200bopd. That's not arrogance, it's common sense. Like saying it's unlikely some idiot like yourself would pass GCSE math exam. I mean, sure it could happen, but based on all the evidence so far..... unlikely

[probabilityofsuccess] 18/1/2023 15:39

Hpcg - if you didn’t want to influence, your last post would have simply read:

“PoS - I write on boards for companies I'm short to hear the other side and to understand the rationale of longs. I might have missed something, there might be facts I'm not aware of, perhaps I've misunderstood the accounts, there's hidden value, or some synergy.”

……though you may argue that you do not know you are doing it (though that would surprise me 😉).

[padamster] 18/1/2023 15:33

Hpcg - why do you spend time writing long and utter nonsense posts

[hpcg] 18/1/2023 15:30

PoS - I write on boards for companies I'm short to hear the other side and to understand the rationale of longs. I might have missed something, there might be facts I'm not aware of, perhaps I've misunderstood the accounts, there's hidden value, or some synergy. Thus far I have seen nothing written that gives me pause for thought. I even think a farm out would be taken badly by the market because of the read across valuation to Pantheon's acreage. As such a conventional raise in the market is much more likely. There are a few downside skews, another blockage, water production, a rapid decline curve of one or both of the oil or volatiles, any one of which sees another large leg down.

I don't think I'll influence longs. It's never happened on similar stocks. There is a cohort of investors that only want to hear the evidence that supports their position and they'll never change there mind.

[forwood] 18/1/2023 15:01

You've convinced me Pos!

[probabilityofsuccess] 18/1/2023 14:35

“Because I am not arrogant enough to even slightly think that anything I say on here has any impact on what decisions other people take”

That’s not being arrogant thebull - that’s everyone’s purpose for posting……;……otherwise what’s the point of writing anything if you don’t want people to consider what you’ve said (which may influence a decision)?

For example, I wrote this because I’d like people to consider what I’ve said and then decide how much weight people put on the influence of your written word.

[madd_rip] 18/1/2023 14:33

Except you didn't, the little impact of you saying 'unlikely' at the end of your statement smacks of arrogance, pretty much your entire litany of posts smack of an arrogant mindset.

[mlf51] 18/1/2023 14:33

"You have to feel sorry for them."Nah.

[thebull8] 18/1/2023 14:24

Because I am not arrogant enough to even slightly think that anything I say on here has any impact on what decisions other people take

[just one more try] 18/1/2023 14:16

Padamater - totallly agree.

The logical thing for "Bull" to act - if he did remove his short as claimed, is to talk PANR up.

Having talkeed PANR up, this would give hiim more money as he appears to "know" that everything is going to be wrong.

The facts though seem different to me

We have the Webinar - on the 24 Jan
The work over rig - hopefully in the next few day.

These are probably going to be perceived possitively by the market.

Hopefully followed by the removal of the sand and the unchoked flow test.... from the full 5300 ft....

I do not guranttee a positive outcome, there are definitely risks - but I do prefer facts.

[padamster] 18/1/2023 13:54

Bull - if you have closed most of your shorts and wanting the shares to go up only to short it again then why constantly talk negative about the stock? Does not make sense right?

[forwood] 18/1/2023 12:30

I don't in the least feel sorry for them. Perhaps reinforces that there is no such thing as a sure down bet.

[thebull8] 18/1/2023 12:29

Yeah just the 100% rise needed to get Pantheon back to where it was post new year RNS. Another 50% on top of that to get back to the ATH. With an impending recession, a horrible convertible loan finance, no funds for drilling and weak operational reports Yeah the shorts are utterly bricking themselves