Pantheon Resources Share Discussion Threads

[forwood] 11/4/2024 08:22

Question for the engineers: how do you go from a winter drilling platform to a year round production platform on the tundra? Does it require an all weather access road & platform?

[westx] 11/4/2024 07:17

Probably fair estimate, however if they are correct and big portion of new acreage is conventional that's a huge development. Savings from vertical/deviated conventional wells vs horizontal monster fracs is highly significant. Especially for Kodiak due to winter drilling schedule.

[markliddiard] 11/4/2024 00:36

Hopeless!! (Nee 'Pro_S2009'- whom avatar hasn't been seen or heard of since I torched it and many of its sub, and sub-sub, and sub-sub-sub alias free ADVFN avatars have been torched also.However, during my last couple of days of sabbatical, with a couple of extremely clever (but naughty) individuals, I've managed to glean a certain amount of information on your 'shorting' (bot) practices coming from Germany!!.... I would love to tell you more, but where would the fun be in that!!??The thrill has always been in the chase!!...unless the Troll is now being the Troll!!? Would you like me to tell you more??GLA LTH'ers!!

[jontyfromsa] 10/4/2024 23:37

LMAO that’s your take away helpful?!!?
It’s too big hahahaha
You crack me up bud

[references] 10/4/2024 23:13

Following yesterday’s resource estimate update, plus today’s presentation, how would you estimate a back of the envelope valuation based on the $5-$10 per 1C/1P barrel of oil? From my limited knowledge 1C means the lowest resource estimate, which i take from the presentation is now 468m barrels for Kodiak and 397m for Aphun, no? That’s would be total of 865m barrels. Taking the lower price target of $5 takes you to a valuation of $4.325bn, or £3.4bn, or c.£3.40 a share. However this takes no account of any future dilution with farm-ins or equity raises, but also doesn’t factor in the potential for further resource upgrades as alluded to by Jay.
Am I way off the mark here?

[retirementfund] 10/4/2024 23:13

The Lithium mentioned in the webinar seems that this could be a significant added bonus to add to the huge numbers. Some shorts seem very desperate interesting times. I do like to see the shorters flapping around always a great time to buy imho

[content5827] 10/4/2024 22:02

Helpful.
I reckon you should make sure that mug punter billionaire lord Michael Spencer should see all your calculations.
Also inform the press as to what you have learned.
Well done.

[helpfull] 10/4/2024 21:54

Cor blimey guv!

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.

[padamster] 10/4/2024 21:43

Swendab1 I was thinking the same. It was over 25m shares traded yest so the question is like you say - who was buying! It’s great it was not Mangrove.