Pantheon Resources Share Discussion Threads

[helpfull] 12/4/2024 10:18

Cor blimey,guv!

Here is a warning from the wonderful Helpfull.

The people who have encouraged the mug punter to invest in the past week are manipulating the boards to suit their trades.

Pantheon funding isn't certain.

Await the end of June.

It might be two for the price of one then.

Be careful.

[helpfull] 12/4/2024 10:16

Cor blimey guv!

They don't want you to see this.

That $120 million is starting to look a bit conservative.

The begging bowl is starting to swell.

3 more wells in Kodiak.

Another out East in Ahpun.

2,000 wells.

A $50 million well pad for every 20 wells:

"Production wells costed at $17 million and injection wells costed at $15 million per well.

• Well pads and production facilities estimated at $50 million for 20 well pad"

That's 100 x $50 million in well pads alone.

I think that's $5,000,000,000 for the mug punter to chew on.

Is that $32,000,000,000 for wells on top.

Crikey O'Reilly.

That $25 billion is looking a tad pregnant.

I hope they are taking precautions.

Be careful.

[helpfull] 12/4/2024 10:14

Cor blimey, guv!

They don't want you to see this.

Here is some Helpfull economics.

2,000 wells @ $16 million each = $32 billion.

100 drilling pads @ $50 million each = $5 billion.

Bare bones = $37 billion.

Now. 2 billion barrels of oil/NGLs/gas recoverable @ $10/barrel = $20 billion.

A $17 billion deficit.

At 4 million barrels recoverable (that is $40 billion) it is barely break even.

Does the mug punter think that a farm in partner is going to invest tens of billions of dollars in order to break even?

With risk and inflation and environmental issues?

Will the last remaining interested party invest?

Be careful.

[turkey3] 12/4/2024 08:16

Haha not at all. Just think you're not getting it at home.

[mlf51] 12/4/2024 08:11

Oooh did I hit a nerve with that one lol, what tripe are you posting these days.

[turkey3] 12/4/2024 08:07

Or you could be a big girl?

[turkey3] 12/4/2024 08:07

You sad man

[turkey3] 12/4/2024 07:38

Wouldn't want to be out over the weekend. RNS incoming;-)

[mlf51] 11/4/2024 20:11

Good luck with getting pro's army to admit their motives.

[seedoftongo] 11/4/2024 19:49

Echo chamber is exactly what it is Content.
Nothing worse .
It’s why I decided to hold a few to account.
Notes have been taken

[content5827] 11/4/2024 19:32

I genuinely welcome criticism of panr.I don’t want to be in an echo chamber,but personally I prefer to know the motives of those critics.

[content5827] 11/4/2024 19:24

He attacks genuine panr investors calling us mug punters,but refuses to disclose any of his successes(maybe he has none).
He also refuses to say if he is short panr.
He pumps out numbers that appear to be easily refuted.

[content5827] 11/4/2024 19:18

Over the last couple of years helpful has pushed so many calculations on here…as he ever been correct?

[sirmark] 11/4/2024 17:56

No Change from Mangrove yesterday either !

The Mangrove Partners Master Fund, Ltd.
Pantheon Resources
GB00B125SX82 1.53 11/09/2023

[forwood] 11/4/2024 17:56

helpless, looking in his mickey mouse magic mirror, fails to mention the benefits of the 4x better payback from these wells, thus reducing the capital cost by almost a half, as follows:

Ahpun Topsets EUR 3.5 mmbbls
Kodiak - Theta West EUR 3.65 mmbbls
Kodiak Updip EUR 4.56 mmbbls

That's a reduction to 17 producing and 7 reinjection wells, to produce the same 20,000 bbls. Note 16 less wells for the same output, whether at $15 or 17m a well that's a saving of at least $240m in capital. I reckon that's worth it! And the remaining wells will be self-financing. No need for additional borrowing / capital raising!

[turkey3] 11/4/2024 17:51

Not the best day, will it hold tho?

[chris0805] 11/4/2024 16:37

Bizzare....