Pantheon Resources Share Discussion Threads

[bit coin] 11/11/2021 14:52

From memory it was never drilled, but after 16 years here it all seems to merge into one big quagmire so wouldn't be surprise if a poster with a better memory advises differently Gla!

[michaelsadvfn] 11/11/2021 14:01

Egos and personalities raf.

[sandcrab2] 11/11/2021 13:59

What actually happened with that Tyler Central Basin, that everyone was so excited about?

[rafthorney] 11/11/2021 13:56

It must be a generation thing Michael!

[gorgeousgeorge01] 11/11/2021 13:34

"Now here's where I accept that I'm in speculating mode - I'm not seeking to persuade people rather simply explaining my rationale for continuing to hold/add to my position. Let's say Art Berman is correct in his 300m boe figure, discount jv's share and royalties, taxes, etc and we're at 100m boe attributable to PANR. Let's say that if the company were sold in a few months, they could achieve $10 per barrel in the ground from a larger producer seeking to replenish their reserves with low opex oil production (ref. JC's statement that PANR can be profitable at $20 oil) that equates to an equity value of $1bn, sterling c.£650m v's current market cap of c.£250m."

That was precisely what many of us were hoping for. It was perfectly reasonable to speculate along such lines. Alas, reality had other ideas, as it often does. The sheer scale of what we are talking about in Alaska makes such speculation even more interesting this time, not the mention the established evidence base. We will know soon enough.

[scot126] 11/11/2021 13:08

Really, hiddendepths? How about we dredge up some of your research notes on Britoil et al and post them here for "entertainment" too?

Bunch of retired old men attempting to relive their salad days whilst sat stiffly in front of their screens in the home office, salving their aging egos and long-forgotten reputations. Pathetic.

[hiddendepths] 11/11/2021 12:35

Good grief!

[inteligentia8] 11/11/2021 11:05

Clearly ngms you do not have a fan club...Scots club or any other label you stick to it...does not help as this is not a cheerleaders club ...real money is involved...go file your nails elsewhere please 💅💅💅

[alaric7] 11/11/2021 10:04

personally i found the recent discussion between scot, swendab and bobbiedazzler on macro/micro really interesting and informative, showing the value of this board at its best.an awful lot of the rest is, i'm afraid,just background noise

[westx] 11/11/2021 08:53

I've done all the research, webinars, my own independent geology and read all the papers. I'm all in. I get it temps are running hot pre drill, pre funding - I've been in biz for 35 years. But it's still just business and some of this whining on both sides is counterproductive not to mention unprofessional. That's all- I've had my say. All I have left is LFGooo :)

[waterpolo] 11/11/2021 08:35

I don't think a farm out will happen again on this project this go...Any potential terms I see could just be too far apart vs alternative optionsThat's what I am expecting.Market is pricing in alot here, some may be disappointed I guess

[winner66] 11/11/2021 08:29

Problem. This board has a few people that wish to make their own opinions count as fact . Forwood , Scot , to name but two. Prolific posters that wish to dominate depending on their given stance. That’s not to say that some of what they post isn’t of interest , however these people and some others posts should be taken with a pinch of salt . Research is key , your own research, everything you would need know is out there in order to make educational based decisions.

[ngms27] 11/11/2021 08:21

Here's the crux: Why would any sane prospective investor read this and wish to buy into this train wreck?

I personally don't consider the boards as some type of tip sheet and consider it dangerous if you do and don't do your own research. That's one reason why I've disagreed with scot126 and offered alternative potential outcomes...

[forwood] 11/11/2021 08:18

'Cause they're not buying the bulletin board? Wes, this is a remains one of the most civilised threads on advfn, even with the bickering. But if you want to see less of it, tell Scot to stop calling people names and generally attacking people he doesn't agree with!

[westx] 11/11/2021 07:13

May I please suggest y'all take this disagreement elsewhere. We've been waiting for the upcoming announcements and drilling season since last year and we all wish to see success for the company. This is a business venture and this board has become completely pathetic. Why would any sane prospective investor read this and wish to buy into this train wreck?

[ngms27] 11/11/2021 06:49

This board should be a broad church and not just scott126's fan club.

When Darcon moderated the board it became apparent to me that it was scotts way or the highway. It was Scott who threatened to ban me not Darcon when I disagreed with his opinions. I had to conclude that Darcon given he did ban me was Scotts puppet on a string.

I went blue to keep the discussion going to stop the ludicrous censorship. This is a discussion board not Scotts fan club and people should understand this is a fundamental issue if you hope to make any sensible decisions.

[antique7879] 10/11/2021 21:45

hxxp://www.wsmtlaw.com/cms-assets/documents/74375-985365.evolving-farmout-agmt.pdf

..A key consideration in structuring a farmout that covers a significant amount of acreage and contemplates joint development is that the parties keep in mind that they may be entering into a long-term relationship..