Pantheon Resources Share Discussion Threads

[scot126] 25/1/2022 08:44

Agreed WesTx.

You're a geologist by trade, correct? You've a history of measured and non-hyperbolic posts over a lengthy period of time IMHO. I invite you to either rebut in icily logical terms some of these outlandish claims. Alternatively, I'd be delighted to read your key technical takeaways from yesterday's webinar? Over to you?

[westx] 25/1/2022 08:39

Goodness it's nearly comical some of the factually incorrect assumptions on operational and reservoir matters recently.

[pro_s2009] 25/1/2022 08:03

Johnny, like 100% of other people on ADVFN.....talk their own book.......everyone does.

Producers will be horizontals, he knows that. Testing small parts of vertical is going to yield low rates - blinking obvious. The data they need is for the small sections of vertical to produce at rates which, when drilled horizontral, will be solid producers. Thats what testing is about.

[madd_rip] 25/1/2022 07:54

Good,sell now and let us have some peace, misery

[pro_s2009] 25/1/2022 07:38

Johnny has already sold when he posts like that.........㈳4;😂😂😂

[mlf51] 25/1/2022 07:37

Will you be selling today

[ngms27] 25/1/2022 07:34

In all honesty, underwhelmed.

Expectations for Talitha testing have been set absurdly low. They are suggesting this is like shale, very capital intensive with wells not being particularly productive. Low permeability poor reservoirs written all over it.

[rvsy2] 25/1/2022 07:18

Well said Otto!

[ottoman1453] 25/1/2022 06:38

A well coordinated and superbly informative webinar, leaving much to look forward to over the next few months!

[tizo100] 24/1/2022 21:03

Dow finished up 103.30 after being over a 1000 points down remarkable

[johnswan193] 24/1/2022 20:50

Given the 3x frac, did they give any guide as to how long it will take to get results of the BFF lower at Talitha?

Will be interesting to see if the webinar has any impact on the price tomorrow. At time of writing this the drop in the US (Nasdaq) was reversed from a low of -4% to now very slightly positive, which should help provide for a positive market environment tomorrow (FTSE currently projected to open +0.82%, Brent at $86).

[scot126] 24/1/2022 20:38

So wait a sec, InTotheWild. You're pretty comfy contending the company is vulnerable to a takeover bid around £2.5bn from the evidence currently at your disposal, correct? Versus a current mkt cap of c.£525m......and you think some sort of "cap" is still in place, and it'll "likely open down tomorrow"?

Exactly how long did it take you to learn how to speak with a forked tongue? Go practise some place else. I'd suggest the 88E online forums are a great place to start talking down the consensus understanding of an investment case. Won't work here.

[probabilityofsuccess] 24/1/2022 20:33

“Undervalued and vulnerable to a $250m takeover imo”

??????????

An ‘interesting’ opinion……;……̷0;.that now makes more sense with the addition of another zero and conversion to GBP, thanks for clarifying!

PS Great webinar 👍

[sirmark] 24/1/2022 20:22

Did anyone else get the impression that something had happened to farallons shares ?? I think just said (I'll get the exact quote when the post the video) but it was something like that's basically done (from Justin)

[chris0805] 24/1/2022 20:14

Without going into detail.. that's what I alluded to in previous post re majors & >51% for FO.. Got me 2 thumbs down so hey ho... That is how I understood what JH & JC referred to when dealing with oil majors... I am long & very positive on my investment.. just needs all to be listened to again. As ever with a live PANR webinar there's always some tech glitch.... & you can hear BR's frustration that we can't see his arms waving all the time . ;-))) GLAC

[references] 24/1/2022 20:02

I also latched onto Justin’s comment about a ten digit investment/farm in into Pantheon. I wonder what % equity stake that would have been attached to. He later went on to say that PANR would not want to sell away control, ie sell more than 49%, and also that there would be three phases of a farm in. I wonder if he meant phase 1 would have been a ten digit figure, or did ten digits refer to the investment by the end of phase 3. Worst case scenario for Pantheon shareholders under this scenario is I suppose a $1billion sale of 49% over three phases. This farm in would be priced at the equivalent of a market cap of just over $2bn or c£1.5bn, versus the current market cap of £550m, ie suggesting a three bag mark up from here. And that’s worst case scenario, and still based on values assessed pre the new Winter drill season. Or have I interpreted this wrong??

[dan de lion] 24/1/2022 19:46

Success at Alkaid with two horizontal wells producing 10,000 BOPD each would gross $600 million per year at current oil prices.

[inteligentia8] 24/1/2022 19:19

Reason to despair?! 😂😂😂😳8563;🤔ԍ00;🤗🤗;Sit and wait ...by the way NGMS you are ready to go at 150p ...right?! Just reminding here