Pantheon Resources Share Discussion Threads

[ngms27] 27/1/2022 19:02

Winner66, please feel free to go to the guild and listen to posts that are all upbeat and don't consider potential outcomes other than it's all great.

[ngms27] 27/1/2022 19:01

dhb368, but they didn't farm in did they. Perhaps they know something we don't after studying the data?

If you care to look at the Talitha drill reasons it certainly wasn't all about the SMD, it was also located for the Kuparuk and the possibility of Slope and Basin Floor fans. The October 2020 presentation page is entitled Not a One Project Company showing these targets. Then in bold it states Four projects in one geographical location.

If you are all being honest the post Talitha webcast with the eSeis data was very upbeat and suggested a much better outcome that the goals they have set now for the Lower BFF.

[winner66] 27/1/2022 18:58

This thread is being ruined by negative unsubstantiated posts by 3 people , intent on causing reactions . The best thing to do is ignore them , let the do their thing . It’s absolutely obvious none of them are invested , why on earth would you invest if your view is so constantly negative. All 3 suffering with KBWLS. And those 5 letters fit them perfectly!

[ngms27] 27/1/2022 18:50

Madd_RIP, I can actually answer yes to that question :)

However you do not have to have have worked in the field to know anything about it. You could for instance have a degree in Geology, you could have spent thousands of hours reading technical papers, you could have spent thousands of hours researching companies in the sector etc etc.

[dhb368] 27/1/2022 18:48

"Agreed it's a great article for those who are less technical." FFS. How condescending can you be.To be clear, you are stating that the market will crash if the board are not able to show 10-50 bopd, 9 miles from the BFF optimal location, when the board have clearly set expectations low, at a drill that was located to target another formation, the SMD, which won't be tested until later. So yeah, everyone will bail before the results that actually matter at Talitha. Perhaps the guys looking to farm in didn't know what they were doing.

[bchoco] 27/1/2022 18:41

NGMS…watch out TIMBERRRR on your head … when are you packing off

[madd_rip] 27/1/2022 18:26

And as an aside have you EVER worked on any form of drilling for resources, or been part of any oil exploration company, or any field of research involved therein. No?Then you don't know a thing about ACTUAL oil exploration.

[johnswan193] 27/1/2022 17:54

What's interesting Jonny is that in the case of Timbeeeeeer, and I agree that would happen, the shares would still be an appealing buy at a much discounted price (40p-ish I expect) with a few real chances of turning it around (incl. possibility that the TW location does manage to succeed). The next couple of months will be fascinating.

[madd_rip] 27/1/2022 17:47

Of course I do hope you have contacted Jay and the team to give them your expert opinion on where they could go wrong, and how they should deduce the type of rocks and media that they have samples of (which incredibly you don't have). I would very much like to hear what their response is.

[ngms27] 27/1/2022 17:40

Agreed it's a great article for those who are less technical.

The only thing I will say is I think PANR's share price will get panned if the BFF doesn't flow at Talitha which is in a distal (smaller grains, lower permeability/porosity) setting that Theta West with proximal deposition purely because the previous expectations set and the fact that they are doing three big Frac jobs over a large 600ft section.

Personally if there is moveable oil in the BFF at Talitha as previously stated then I expect the well to flow albeit 10 to 50 bopd following cleanup from the fracs.

If it doesn't then Timbeeeeeeeeer. If if does then which Tesla would you like Sir?

[cbaron1] 27/1/2022 17:13

Thanks Rabito. Great article.

[chris0805] 27/1/2022 16:43

I've just Reddit on Discord! ;-))Fantastic post......GLAC

[antique7879] 27/1/2022 16:23

Rabito79 - Thanks for sharing.
I agree, an excellent post from Tele.

[rabito79] 27/1/2022 15:51

Fantastic post from Tele on ReddithTTps://www.reddit.com/r/PantheonResourcesPANR/comments/se04ow/unconventionals_well_completion_approach_to/?utm_source=share&utm_medium=ios_app&utm_name=iossmf

[just one more try] 27/1/2022 15:14

The most incredible aspect of the webinar for me was the effect of the Oil price on the PANR assets $90.51, currently.

What was the valuation of the Talitha A Oil in the last brokers note? How does the increase of value of the Oil impact the brokers note?

[scot126] 27/1/2022 14:46

ANS West coast crude was priced at $90.51 per barrel on 26/1/22. Using management guidance on the blended cost of production + royalties + local taxes + transport costs and we're looking at a potential cash profit of $45 - $50 IMHO. This figure has scope to rise further if/when PANR is able to deliver crude directly into TAPS rather than truck it to Pump Station No.1. Shared infrastucture across the reservoirs could lead to further CoP savings too.

The importance of one of Monday's key messages, that PANR undertake at a minimum the planning required to "go it alone" will only add to the attraction of the project to external sources of capital as the economics of the project are worked up into financial models and budgets. Good stuff.

[mlf51] 27/1/2022 14:15

This is probably the only interaction he/she has with grownups, try to ignore.