Pantheon Resources Share Discussion Threads

[mahanakiwi] 01/12/2021 03:54

I think it is always important in these ‘catalyst̵7; driven situations to remind ourselves of the long term attractiveness of being on the share registry of Pantheon.

In my opinion, we are fortunate to be able to call ourselves shareholders and be a part of the discovery of what looks and sounds like a world class oil discovery.

It is difficult to keep the long term vision in mind and ignore the day to day ‘noise’ of the markets.

I would also like to thank all the posters who have offered their expertise from various backgrounds, I have certainly learnt a lot from this board.

[madd_rip] 30/11/2021 23:48

And as for the healthy person can't get bad reactions from Covid, the people should have a chat with a 42 year old work colleague of mine, a serious fitness freak who was admitted to hospital and warned that if his body didn't respond to treatment within the next few hours he would very likely have a heart attack. Luckily it worked. I am of the opinion that it's all down to your genes, the vaccines are a mitigation protocol to minimise reactions. Sorry OT, Let's hope the share price recovers somewhat in the coming weeks.

[madd_rip] 30/11/2021 23:44

On another bb, initial research from S.Africa and Europe is leaning atm to the strain being comparable to delta where Vaccines are concerned with only a minimal reduction in efficacy.

[dhb368] 30/11/2021 23:31

Cant argue with that bad gateway, but how to you get a nation hooked on Just Eat and sugar to start eating healthily? Not going to be a quick job and when biscuits are cheaper than apples and so many adults cannot do more that microwave a ready meal a jab in the arm seems like the sensible way out.

Sorry, off topic, but significant if this news re milder symptoms from Omicron starts to gain traction (and proves to be true!)

Not sure if anyone follows John Campbell, but he is pretty balanced on Covid and related subjects..

Omicron good news: Worth a watch

[bad gateway] 30/11/2021 23:21

I don't know if you've actually read the paper those tabloids are referring too scot but I think you'll find the biggest take from it (apart from the similarities in sars between fully vaxxed and unvaxxed) was that the faster the viral load grows the higher the peak and the more infectious and for longer said person is.
In which case slowing the virus by having a population with healthy immune systems full of standards like vit C, D and zinc as a first precaution would seem more logical than a mad scramble for repeated experimental vaccines no?

[sirmark] 30/11/2021 23:06

I think we'll see a decent move up at the close tomorrow, the order book still had 3 x 340,000 blocks on the which may get dealt with at the open auction or maybe not get reloaded ( personally feel they will get done in the fist 10 mins to balance their books but I suspect we'll get some good volume on the buy side :)

[bobbiedazzler] 30/11/2021 22:06

An average view...just don't see a big enough fall in demand to shake $100 a barrel by end of next year. See JP Morgan and Leigh Goehring. Most analysts assume US shale will do what it did last time, but it can't. They high graded in the slump. Bakken is bust. And demand globally is already being under-estimated

[scot126] 30/11/2021 21:35

Slightly longer term prediction for the POO than today's somewhat skittish market.



....plus an article trailing OPEC+ meeting on Thursday.

[probabilityofsuccess] 30/11/2021 19:15

And now back up to 69.20 - very volatile!

[scot126] 30/11/2021 19:09

Indeed, Prof forwood. The latest ANS West Coast price available on the Alaskan Tax Office site is for 24/11/21 when the Alaskan price was $82.37 v's Brent at $82.25. A speedy descent.

Personal view. This is largely an Omicron/macro (over)reaction but there's no hiding the fact that some of our fellow shareholders are squealing and getting impatient. I "get" the impatience but I don't "get" the public squealing. Then again, I never have.

If people think the same BoD which has: delivered a merger which took 6 months of work behind the scenes without the faintest whisper of activity; which has two members who have been in day-to-day charge of Prudhoe Bay in their respective careers; which ensured the company was funded this time last year with the POO about half where it is now and before the realisation Talitha #A proved evidence of a 3700ft column of oil (3700ft!!!!); where all the permits to operate this winter have been submitted to the regulator; where we have a NOMAD about which there is a unanimous view on this thread describing them as ultra-uber-massively conservative and who would therefore, *undoubtedly*, have announced the cessation of farm out negotiations had that happened......if shareholders don't have faith such a BoD will secure funding "for the anticipated winter programme" then I don't know quite what to say to them.

I believe the PANR BoD will deliver that funding and I intend to act on that belief.

[forwood] 30/11/2021 18:37

ukoil at $67.8. That's another huge fall on the day, and an 18% fall over 3 days.

[scot126] 30/11/2021 18:18

Do dry your eyes, john "The Pinnacle" swan193. Dinnae fret, you're still Mummy's clever wee boy.

[johnswan193] 30/11/2021 17:52

I’ve never known anybody to hate being wrong as much as Scot does. Come on, take your L like a man. And have you ever considered anger management classes?

Are you trying to claim a win on the Alaskan tax credit fiasco now too? Remember you claimed the 97c on the dollar transaction had now set a market price for something that previously had a nil value, and that Panr share price should be marked up as a result of the impact it was likely to have on Farallons approach? You assured us that some very important international phone calls were taking place between some very important parties and that you were in the thick of it. :-) All I did was point out that 88E did not carry at a nil value (if I recall correctly it was held at 60-70c in their Financials). I urged you and others not to jump to premature conclusions and told you that other transactions may have taken place without you knowing, and that it was highly unlikely the transaction was done at arms length and was more likely a strategic favour. I never claimed to know anything about the buyer. If you know who the buyer was then good for you, it’s not something I’m particularly interested in myself.

As for April, you keep bringing this up. I asked the question of why they persisted with the Kuparuk rather than move up the well. This was answered at the webinar, after which you came out and said you had the same concern but were happy to wait to hear management explanation before raising it publicly. Fair enough. I’m no expert in O&G so not at all embarrassed by asking that question back in April.

[forwood] 30/11/2021 17:26

Can one of you corporate whizzes explain how the tracker funds were able to buy c 16m shares in auction without moving the price more than a tenth of a penny? And before you say, someone sold them - that is my question. Who sold c 16m shares in auction?

[probabilityofsuccess] 30/11/2021 17:25

So johnswan,

First paragraph - it had no effect

Second paragraph - it has some positive effect on major indices but you’ve not researched effect on small cap indices

Third paragraph - it could have (had) a positive effect

Fourth paragraph - Farallon specific so not particularly relevant to the debate (but possibly a net positive effect if you insist).

Net net - based on what you’ve said, you’re agreeing with Scot that there COULD be a positive effect.

Maybe focus less on who is saying something and consider what is actually being said?

[scot126] 30/11/2021 17:23

Hi dan de lion - please read my post about index (or tracker) funds being agnostic as to absolute performance. It truly is a case of "computer says yes" or "computer says no" for these types of funds.