Pantheon Resources Share Discussion Threads

[johnswan193] 20/1/2022 07:19

This is simply further derisking pre-results.

[soggy] 20/1/2022 07:15

Thinking out loud - if the number of warrants is in some way related to the share price would it be fair to infer from them being exercised today that they expect significant movement shortly in the SP?But to the north, or to the south???

[soggy] 20/1/2022 07:11

This RNS just highlights how convoluted and opaque the whole Chon's/farraon/great bear/individuals setup is. Even the recipients don't know what they've got a it's dependant on the share price and exchange rates on the day. No wonder we haven't had much joy in fathoming it.

[inteligentia8] 20/1/2022 06:12

Permian Basin: high oil price breathes new life into US shale - via @FT

[scot126] 19/1/2022 22:28

Thanks for the link to the Alaska Journal article, cezuan. IMHO the journalist, Elwood Brehmer, is the best of the Alaskan-based journos who follow the PANR story. Delighted to see Jay and Bob quoted directly in Elwood's latest article. I note the "permeability/will it flow" paragraph is included in every article he's ever written about PANR. I've communicated with him a few times and he's open to, how can I put it, refreshing his professionally sceptical slant (US skeptical?) when/if the hard data begins to arrive. That doesn't seem too unreasonable to me.

Feel free to accept or disregard the following. There's been a large-ish seller (non-disclosable, below 3%, but still large-ish) about the place since the New Year. Market intel received today tells me the seller is gone for good, no stock left. Do I believe this intel? Yes, I do. It ties in with the pattern of volume we've all observed since the New Year and it looks like yesterday marked the end of that party's selling *plus* the Canaccord/employee selling. If you were fortunate enough to buy stock around 70p yesterday, I'm suspecting, all things being equal, that'll be the lowest price point prior to the arrival of the tsunami of hard data from Alaska. Good stuff.

And now for something completely different.......

If you've ever wondered about the real life persona of Oilman Dim, head over to his twitter feed and look for a reply from David Burton of Total Market Solutions.

PS ANS West Coast crude price on 14/1/22 was $87.56 v's Brent @ $86.06

[cezuan] 19/1/2022 21:19

PANR article with interview
www.alaskajournal.com/2022-01-19/working-double-time-slope

[antique7879] 19/1/2022 18:54

RACH - Thanks for posting the link to the thoughtful analysis from Mr. Art Berman, of the unfolding macro picture, which favours investment in the energy sector.

Thanks also for your earlier post, quoting the ever eloquent Mr E, who managed to ‘drill down’ on the key point with regards the PANR investment case, in less than a minute.

[carrr595] 19/1/2022 17:38

I've started wearing glasses last year, though I have left them at home today. I agree it is trader dream, probably similar to last time when they hit 4p and dropped like a ton of bricks. I am happy with PANR but I guess the 88E dream is annoying to watch.

Definitely not leaving! 5 years of watching PANR what's a few more months or year.

[chris0805] 19/1/2022 17:26

"Games" often end abruptly!! With sad consequences for many... Money will be made at 88e... A lot of investors will lose.... Stay with PANR... Imho GLA C

[unlikely2] 19/1/2022 17:21

Hi Carrr,


Share Price: 75.10
Bid: 75.00
Ask: 75.40
Change: 5.60 (8.06%)

Specsavers maybe ?

I too have been watching the action at 88E. Traders dream, but I am more comfortable with the steady progress here. Slow maybe, but I think that may be about to change.

GLA

[carrr595] 19/1/2022 17:09

Hi unlikely 2:

Im seeing a close at 3.4%, my eyesight isn't 80p but I am just baffled as to why this isn't moving higher when there is so much data out there? Perhaps its just the pre news risk adverse theory.

I will confess my knowledge is limited, ive been invested since 2016 and im not going anywhere yet but I am frustrated.

Hopefully a series of good news RNS will send this past the £1+ mark

The 88E reddit rampers play an excellent game that I do not quite see the same for PANR.

[probabilityofsuccess] 19/1/2022 17:06

Read previous post and carrr looks like a semi-intelligent bot!

[unlikely2] 19/1/2022 17:02

Interesting timing for post 21251 on a day when the share price rose over 8%. Same again tomorrow and you will have your 80+. The spud RNS may help.

[carrr595] 19/1/2022 16:56

Hi everyone,

So I am really struggling to understand why the share price doesn't move and yet 88E are undoubtedly going to hit highs very soon and yet we can't move past 70.

I am under the impression that regardless of any social media attention panr put out or the bod hyping the hoped Bn of oil with webinars, there must be considerable lack of faith in the bod findings.

All this compared to 88E who don't even have permit to drill are up 10% day in day out.

I dont expect our share price to hit anything past 80 until considerable good news is out. Does anyone else think there is such little faith in PANR regardless of the data set available.

[probabilityofsuccess] 19/1/2022 16:38

I’d suggest expected rates, not actual bitcoin. Couldn’t release the former in a webinar without RNSing and expecting to take a bit longer than Monday to announce something.

[bit coin] 19/1/2022 16:35

Good to hear that Jay was on site in Alaska just two weeks ago. I thought that he and Bob, Avatars Cheetah and Rosy put on a good show with Tim and answered all questions with confidence and clarity.Please correct me if I have this wrong, but I got the impression that we'd get an idea of flow rate from Talitha during Mondays presentation, fingers crossed!!

[rideacockhorse] 19/1/2022 14:39

Here's a long form interview posted on youtube yesterday with Art Berman on energy prices/oil etc. It's a macro view rather than anything specific to PANR and underlines the fact that any company getting oil out of the ground will enjoy rich rewards in the coming years. It's why, if PANR can get it out of the ground in large enough quantities, the eventual sale price will be high. Very high.

[scot126] 19/1/2022 14:02

What a pompous prig you are, Prof Sir forwood the Unveiled.

Here's how it works in the big boy world of the City (where you were never employed formally but where you "traded extensively in the millions of pounds daily" if memory serves?). You make an allegation or a statement about the past record/conduct/written or spoken content of another market participant. The other market participant fact checks you and informs you of the factual error contained in your allegation. The City norm would then see the "accuser" provide evidence of the allegation or issue a correction/amendment/apology.

Another risible *and wholly unnecessary example* of a retired old guy ("I used to be somebody!") refusing to admit a factual error as if his whole life's effort was being judged and at issue. FFS, just admit you're wrong, edit/amend, apologise and move on. FML, it's just pathetic.

[forwood] 19/1/2022 13:00

Nice article on Bloomberg about oil 'Dwindling OPEC+ Spare Capacity Sets Oil Up for Sizzling Summer' refers to a peak $150 a barrel in 2006, the last time oil reserves were as tight as they are now.