Pantheon Resources Share Discussion Threads

[dv01] 04/2/2022 21:46

Just doing some risk analysis. What's the value of with $90 Oil?Must be huge?

[mlf51] 04/2/2022 18:48

I don't think ittw,or twit as I prefer it, will be at all embarrassed by his prediction failures he'll just use the same nonsense every time we hit a resistance point.

[rideacockhorse] 04/2/2022 18:22

We began the day pre-open with intothewild's prediction that we should "Expect new lows today as the sell off continues" but in typical style we end up over 5% up.

I suspect after yet another day of embarrassment on this forum intothewild has gone intothepub and sunk his face intothepints contemplating how he got himself intothemess he now finds his reputation in.

Intothewilderness now for you matey.

[sirmark] 04/2/2022 16:18

O/T CGO cheers for the tip had a read and just done two purchases, cant remember the original poster but cheers looks good.


Looking forward to news her next week.

[hiddendepths] 04/2/2022 16:08

If anyone actually uses a spreadsheet to value PANR - it's time to upgrade your oil price assumptions quite a long way. Yes, all the way out to 2030 makes sense!

The new numbers will be extraordinary, I think, and substantially change the risk/reward balance. In other words, PANR is getting cheaper.

[sirmark] 04/2/2022 14:59

Lot of sells going through :( I think there's going to be some disappointed sellers.

[johnswan193] 04/2/2022 14:55

Predictions for first news from Talitha? Maybe not Monday, but my guess is 50/50 between next week and early the following week.

[forwood] 04/2/2022 14:54

News next week? W/e days are working days for our teams out there.

[sirmark] 04/2/2022 14:47

our 400k buy has had some fill but not at he's 78 .... 81 he's had to pay and still after 189,584 81p


Looking good for news next week :)

[fs360] 04/2/2022 13:48

Is your source of dat up to date Pro? There was a short position open in Jan which has subsequently been closed.

[overeager] 04/2/2022 13:18

This Crest "discussion" is hilarious:

People on this thread may not realise, but not all shares issued by a company will necessarily be also on Crest. Quite a lot may be in certificated form instead.

You will often find that shares are lent off Crest whilst the lender has security over the physical share certificate. This allows for a smooth operation of the market without needless paperwork.

The fact that 11m shares have been lent off Crest means absolutely diddly squat unless you also know the circumstances.

[ngms27] 04/2/2022 13:01

I disagree Proselenes. I don't care if my broker lends shares providing I get the best prices and best execution costs in a secure environment.

[pro_s2009] 04/2/2022 12:59

donkikong.

You have to pay a fee to borrow shares from CREST.

So you dont borrow them unless you intend to sell them on the market to run up your short position.

All borrowed shares ultimately have to be returned to CREST. Many brokers let the shares you own, as a private invester, be lent out to shorters.

Which is why you should always ask your broker if they allow shares to be borrowed, and if they do, then move your account to another broker who does not.

[scot126] 04/2/2022 12:39

Prolapse is wrong. More to follow.

[darcon] 04/2/2022 12:35

Pro_S2009 - your argument was that PANR is exempt from short reporting because it is an "overseas company" and overseas companies are excluded from short reporting.

If Pantheon is not an "overseas company" then your argument about it being excluded from short reporting fails unless you identify another legal basis for it being excluded.

[donkikong] 04/2/2022 12:32

Is there a possible 2nd meaning to the "CREST 11m", or does it always and only mean "short"?

[darcon] 04/2/2022 12:26

Pro_S2009,

Please provide your source for your statement.

My source is Pantheon's accounts and the statement therein about Pantheon's principal activity (see page 13 - "The Group operates in the UK through its parent undertaking and in the USA through subsidiary undertakings") and note 9 to those accounts (see page 58, which lists its US subsidiaries):

There is nothing stated in Pantheon's most recent accounts about it being an "overseas company".

[pro_s2009] 04/2/2022 12:21

The entity doing the shorting must have an exclusion under the FCA guidelines if they do not have to report it.

11.4 million borrowed shares from CREST means 11.4 million sold borrowed shares.

[honestmarty] 04/2/2022 12:19

Pro_S

Just admit you were wrong.

[darcon] 04/2/2022 12:13

Pro_S2009,

Please provide a source for your statement about Pantheon being an "overseas company".

I did an advance search on the UK Companies House website for "overseas company" and Pantheon Resources PLC is not registered as an "overseas company".

I also did not see any "overseas company" reference with respect to Pantheon in its fund-raising RNS.

[winner66] 04/2/2022 12:09

The sharing of information re other stocks. I would very much like to thank the person who early this week pointed out a company ticket CGO , it gave me the opportunity to research it and the decision on merit to buy in the 6p range , it’s currently 8 pence. It has huge potential, the same goes for MATD where I’m also invested and continue to buy. We should share information about other stocks and opportunities .