Pantheon Resources Share Discussion Threads

[madd_rip] 02/2/2022 10:15

NGMS, the human flip flop.

[ottoman1453] 02/2/2022 10:01

Even on filter Ngms is a crashing bore!

[donkikong] 02/2/2022 09:57

I am confused. Has the type of testing changed that people find PANR (very) undervalued?

I thought everybody was buying PANR for a potentially large upside to this drilling.

Now it sounds like everybody is just happy if it doesn't drop?
(Besides sirmark ofc ;))

[btgman] 02/2/2022 09:53

Ngms

You can say what you like it won't change the result and whatever you think will happen may or may not at which point you have are wandering round in the dark with a paranoid vision of events. You have been wrong all the way from 16p to date while many have made life changing profits

AIMHO
GLA
BTG

[donkikong] 02/2/2022 09:24

So the testing we do does not suffice to create the significant upside that the analysts think PANR could be worth such as WH Ireland or the ones posted on Reddit?

[probabilityofsuccess] 02/2/2022 09:18

3) so on the balance of probability ngms, you expect positive results from Talitha BFF (“likely”;)

Great for you to say that you are positive about Talitha BFF - I’m sure some will want to reiterate your positivity on your behalf if you forget it over the next few days 😀

What will you do if the test results exceed company expectations and the share price goes down (a combination of your 2 & 3) - will there be greater risk (simply because the share price has gone down?) or would you see it as an opportunity resulting from mispricing?

[johnswan193] 02/2/2022 09:16

I agree a moveable oil RNS will probably not be well received by the market, even if management are hailing it as a success. This is precisely the sort of situation I am ready to take advantage of if it presents itself. Not that I want it to happen, I'd like nothing more than to see stabilised 100+bopd achieved, and something like that may be the minimum the market needs to see to take the share price materially upwards.

[ngms27] 02/2/2022 09:06

Proselenes,

1) I haven't sold out, I've derisked around 40% for a free ride
2) I won't buy any more if the share price goes down on Talitha BFF results as that makes the play greater risk
3) I will be inclined to buy more if the Talitha BFF results exceeds recent company expectations, which I believe is likely

btgman, what you say isn't factual as we don't know what the result of the testing will be. I can however say with a high degree of probability that the shares will go down if the Talitha BFF test doesn't yield flowing oil, even a dribble (<10 bopd) to demonstrate moveable oil.

[btgman] 02/2/2022 09:00

Reading Intothewild and NGMS posts it reads like you know the result and the market reaction. You 2 will be millionaires in a heart beat with that level of knowledge.

Meanwhile in the real world lets wait and see what the results are as yet know one knows what they are as there hasn't been an RNS.

As for how the market takes anything is anyone guess last year the market had a wobbler around Kuparuk Formation results and ignored what was an incredible result which has been born out by the rise to where we are today.

I think a fair few will have an understanding of results and others will portray negativity as that is their sad ilk and nature.

All I would say is good luck to the true long term holders and hope we get a solid result

AIMHO
GLA
BTG

[pro_s2009] 02/2/2022 09:00

Thats the story that those who have sold are trying to push.

Company says BFF and SFS not looking for flow rates.....only good quality and oil and moveable.

SMD looking for flow rates.

BFF flow rate testing will be done at Theta West.


So given this is the guidance - why would the market then be disappointed ? Unless of course you have sold already and want to buy cheap ahead of Theta West drilling result..........

As I said NGMS......you are trying to push this story and have been pushing it ever since you sold out, even though you deny selling.

[donkikong] 02/2/2022 08:59

I really doubt that PANR has such investors. Otherwise I'd expect the share price to move much more with "amateurish" news - as the 88e share price does or oil stocks in general.

We move very specifically which to me implies that the majority of share holders (or shares held) know what they're doing.

[probabilityofsuccess] 02/2/2022 08:53

………;….doesn’;t that mean your large buy would be in ‘big loss’ territory? Odd approach you have.

[ngms27] 02/2/2022 08:52

InToTheWild, correct.

[pro_s2009] 02/2/2022 08:49

IntoTheWild - the are doing only a single frac on the most important section - the SMD. Small single frac.

The lower BFF is in a poor location, so they will frac it in 3 places to test if it contains good high quality oil that is moveable.

The plan is to frac and test the BFF for flow at Theta West location, this is why at the Talitha location they are simply looking for high quality oil and that at this location its moveable.

Now.......yes, I can see why NGMS and others are going to "push the bull" that the BFF should flow at Talitha - but that is bull.........flow testing of the BFF will be done at Theta West, all being well.

Its all very simple..........yes if you have sold out you are trying your best to spin everything and anything as negative, but actually - you can only base everything on company guidance.

Their guidance is quite clearly stated.

Its summarised here :



.

[donkikong] 02/2/2022 08:38

What are you saying, Intothewild? The market will drop upon any outcome?

We will largely be testing moveable oil and not flow tests specifically (as I understood it). But why would we drop then and not now?

[probabilityofsuccess] 02/2/2022 08:29

ITTM - You forgotten you made a large buy and are expecting it to get to a pound after you said looks like you were wrong?

“Sailed through”, “let’s get to the pound party” all your words!

I think even if you admitted on this forum that you lie and manipulate, your next post would include a denial that you ever wrote it!

🤣

[mlf51] 02/2/2022 08:27

That's very negative for someone who just had a "huge buy" don't you think.

[sirmark] 02/2/2022 08:06

Looking for our 84p retest, once breached 94p test and the pound party will be in sight. Hopefully will break that convincingly and close above.Gl all this share is about to be news news news

[ngms27] 02/2/2022 07:27

Says someone who's had more handles than B&Q.

Do you want it higher to get your short on?

What's the weather like in Russia?