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[content5827] 11/4/2024 12:22

Helpful
Do you maintain your numbers from 09.27 am today??

[mlf51] 11/4/2024 12:18

There is another report due "imminently" could arrive any day

[arcadian] 11/4/2024 11:56

Excitement seems to be over for now so I assume we will wait for news of the money raising with perhaps a little lift from 88.

[helpfull] 11/4/2024 11:56

Cor blimey, guv!

Costs.

6 months on from the Strategy Update in November 2023.

"Year 1 Costs ($287 million)*

$120 million to first production

$105 million for seven further wells at $15 million each

$30 million of Capex for Phecda pad & production facility to allow two rigs operating"

Those seven wells now cost $17 million each.

And the production pad costs $50 million.

That's a $34 million increase.

Or about 12%. Or about 24% annually.

Not my figures. The company figures.

There were more potential funders and farm in partner in November as well.

Be careful.

[seedoftongo] 11/4/2024 11:55

Jaknife has spoken .

It’s time to listen up and listen good .

Few on ADVFN talk sense like this guy does .

[rabito79] 11/4/2024 11:46

As a reminder Santos we predicting IRR at $60 of ~19% for PikkahTTps://www.santos.com/news/santos-announces-pikka-fid/Keep helping

[rabito79] 11/4/2024 11:42

Helpful, with the new EURs we expect 3.5mmbls plus. So you either need to drop your well count to ~760 or increase your total recoverable to 5.25BOh and breakeven likely to be less than $40.Obviously pad count will drop as well. Apart from that though your numbers look good!Keep helping

[mike290] 11/4/2024 11:17

Newcomers to this thread,

For information - I have never paid attention to anything from the extremely deceitful Helpfull.

As a result, I am currently enjoying huge profits on my Pantheon shares.

Please treat everything written by Helpfull with extreme caution (if you bother to read his or her endless deceits at all).


Good Luck with your investment in Pantheon.

[content5827] 11/4/2024 11:17

I wonder why helpful doesn’t pose any of his calculations to David Hobbs during the webinars??
Afraid of being ridiculed?

[sirmark] 11/4/2024 10:46

So they was still short at the c.o.b on 9/4/2024 .. will it shown any reduction from yesterdays 8mln traded day?

[mlf51] 11/4/2024 10:24

Shame is not an emotion hapless or any of pro's army encounter in their lives.

[beanlade] 11/4/2024 10:14

Slight dip, think I’ll buy some more :) GLALTH

[shanig] 11/4/2024 10:01

That really is a very deceitful post...you should be ashamed of yourself.

[michaelsadvfn] 11/4/2024 09:47

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

And 2 billion bbls @ $90/bbl is $180 billion.

Idiot.

[westx] 11/4/2024 09:30

Yessir COP is building year round roads and pads for Willow. Same will be required on Kodiak although a fraction of their road distance. Multiple wells are drilled off each pad and deviated to intersect formation in maximum drainage pattern.

[helpfull] 11/4/2024 09:27

Cor blimey, guv!

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.