Pantheon Resources Share Discussion Threads

[johnswan193] 13/12/2021 11:48

As for 8 "independent" horizons, can somebody please list out what each of these are and the estimated resource of each?

For Talitha & TW management defined 4 horizons - SMD, SFS, BFF and Kuparuk.

So aren't we talking about independent reservoirs rather than horizons?

SMD - three reservoirs, but only one of these (B, 400m) appears to be of significant interest.

SFS - have they provided any further guidance on this?

BFF - two reservoirs, presumably the two being tested at Talitha are the same two being drilled at TW.

Kuparuk - not included in this seasons operations.

Alkaid - deeper Brookian (80m recoverable) with 200m/400m recoverable from SMD B from the highway.

Not an attack on Scot, but coming back to our previous discussion, what have I missed to suggest there are eight distinct horizons to test where any of which in the success case would add $1.2bn+ to the market cap?

For me it seems to be all about testing of LBFF (1.2bn but potentially more) and SMD B (400m).

Edit: see quote below but we still wait for Scot to substantiate his claims.

"This funding allows the Company to fully execute our 2022 programme to assess eight targets across three wells - four targets with the reentry of Talitha #A, and two targets each at Theta West and at our Alkaid 2H development well adjacent to the Dalton Highway and TAPS".

[probabilityofsuccess] 13/12/2021 11:23

PhsarKandalPP - I’d suggest you reread Scot and Johnswans unemotional parts of their posts to give you a better understanding of each of their rationale. I think you are misunderstanding what Johnswan has written ref 11-14%

Note, in your consideration there are a number of independent zones. Then consider the likelihood of none, one, more than one, or all being commercial.

[michaelsadvfn] 13/12/2021 11:02

Everyone expected the Kuparuk to be water wet(other than ngms?) as it is elsewhere on the ANS. It was what they didn’t expect, oil wet.

Bit confusing that terminology i must say.

[pannikin] 13/12/2021 10:54

There are known knowns. These are things we know that we know. There are known unknowns. That is to say, there are things that we know we don't know. But there are also unknown unknowns. There are things we don't know we don't know. D Rumsfeld

Never underestimate the ability of exploration to surprise. Especially as we are yet to produce commercially from any reservoir.
Nobody expected the Kuparuk to be oil wet [duh! EDIT - #20439], SMD has been redrawn based on the Talitha data.
One thing is certain, the numbers talked about after Talitha testing and Theta West will not be 17bn oip nor 2.2bn recoverable.
There will be an adjustment based upon new data, I just hope it is up.

[phsarkandalpp] 13/12/2021 10:42

sirmark: more towards the 65-70%, eh? Pretty good and not too dissimilar to Bob Rosenthal's COS of 60-70% (commercial COS, not technical COS, I believe) that another push-me-pull-you donkey called johnswan193 has somehow extrapolated downwards to a staggering 11-14%. I can't help wondering if, once he/she worked that one out with extraordinary mathematical precision, this particular donkey reduced whatever holding she/he had in PANR by 86-89% (if we're to believe that he/she had PANR in her/his portfolio in the first place).

[bigwavedave] 13/12/2021 09:46

Well, my Primary Bid shares have yet to land in my trading account...Have others received theirs?

[sirmark] 13/12/2021 09:04

Hi phsarkandal

I highly optimistic about the future of PANR and like yourself been involved with the Pantheon investment case on and off for about 12 years now. With regards to an unsuccessful case … I don’t really see how it can be a wipe-out scenario as we already know it’s there our 3D data and VAS supports this so even if we are not ideally located we will obtain invaluable additional data that will also further validate our modelling. We also have the two production drills (one defo) at Alkaid, anyway you know the investment case hence you being here…. Now as for my past predictions I would say it’s well documented some have been 100% accurate and some 100% false but I think I would say I’m more toward the 65/70% (I could go all NGMS and get 100% by saying it could go up or could go down lol)


GL all

[ottoman1453] 13/12/2021 08:29

I too admire such optimism, while a useful antidote to the drip-drip of dismal postings, to which you also refer, is of course the 'Ignore User' tab in the drawdown options.

[mike290] 13/12/2021 08:24

Hi Adx..., Hi Amigo...,


Amigo..., Thankyou for providing the link in post 20427.

Adx..., Thankyou for taking the time and effort to create the video.

Whilst some will prefer longer types of presentation, the value of short messages (introducing Pantheon to those with less time) should not be underestimated.

If possible, I will post a link to your YouTube video from the PTHRF thread of Stocktwits.com later today

Regards, Mike

[phsarkandalpp] 13/12/2021 08:14

sirmark, I truly admire your constant optimism: a wonderful antidote to the dismal forebodings of ngms27, a poster who (apparently, though surprisingly, appears to be a PANR shareholder) attempts to face both ways like a push-me-pull-you donkey. A substantial shareholder myself for several years, I am imbued with a certain P-M-P-Y caution (IF the PANR story collapsed it would be painful for me though not disastrous). But I'd never dream of going public with pronouncements like his - nor prognostications like yours (much as I enjoy them). As a matter of interest, do you have any idea about how many of your short-term share price predictions have proved correct over the last year?

[winner66] 13/12/2021 07:16

Today will be interesting, additional shares coming to market. We had a mini tail off on Friday late PM. Fully expecting this week to be a steady increase and strengthening of the share price , given the forthcoming news line . Good luck and stay safe

[inteligentia8] 13/12/2021 04:38

Oil chiefs find safe ground to sound off at World Petroleum Congress - via @FT

[amigo06] 12/12/2021 21:12

hxxps://youtu.be/OREGXrv_0WY

[sirmark] 12/12/2021 18:40

Of course (permit formality approval). :)

[olderwiser2] 12/12/2021 18:32

A significant tranche of investors were barred from participation in the capital raise, by the legal standpoint of their country of residence ie no US based private investor could participate. From other forums they are irritated by this condition, but it does leave an significant unmet demand for shares.
IMO it partially explains the immediate support/demand above the capital raise price