Pantheon Resources Share Discussion Threads

[stargalaxy123] 11/2/2022 13:41

Bob Rosenthal is no fool. He has been in this from the start. He sees and knows the potential. If he thought it was doomed to failure he would have jumped after Great Bear were forced out through no fault of their own. We at Panr were lucky beneficiaries. And dare I say it without Farallon and the complicated buyout we wouldn't be where we are today. Jays integrity is unquestionable and one of the reasons I held on in hope. They want to go out with a bang. Why would they be seeing it through to the end when they should be retired ? Its because they have seen the signs via Rogers 3D seismic (not through tea leaves). These guys are not like the many scheisters we have all seen cut and run. For once we were sat at the negotiating table holding trump cards and boy did it pay off to walk away and go it alone.
So on that basis I am prepared to wait and let the whole team get on with what they are good at. The Nordic Callista crew are going to do their very best. Because in the success case they will have a job for the next 20 years. Which is something to behold in Alasaka presently !
Good luck all LTH

[ottoman1453] 11/2/2022 13:18

As a LTH from the Texas days of Polk and Tyler, my experience of the board, with Jay Cheatham and Justin Hondris as long-serving members, with the addition of Bob Rosenthal and others from the more recent Great Bear merger, is one of utmost integrity.Last Monday's announcement, as welcome as certainly it was, having been couched in characteristic conservative tone!

[skybase1] 11/2/2022 13:02

Quidnunc, I note your comment, and you are right to be cautious, but I have considerably more confidence in our BoD than the brigands at Amerisur, who were quite happy to shaft their faithful LTHs, and ride off into the sunset with their pockets stuffed with their ill gotten gains.
I'll back Cheetham/Rosenthal all day long, ahead of the venal Clark/Wardle duo.

[quidnunc] 11/2/2022 11:55

Cum grano Salis is always advised. Trusting the BOD is fine but there is always the questions of how far and how long. Posters here who were into Amerisur will be happy to tell you to proceed with caution. Their interests and those of the small PI do not always align forever Q

[officerdigby] 11/2/2022 11:36

Sure you could say early stage GKP without the Geo oil risk.However the flow rates will not be the same!Just sayin'.

[johnswan193] 11/2/2022 11:27

HD, that depends on whether TW comes in as expected/hoped. If it doesn't then say goodbye to 280p regardless of what happens with other zones. If TW does come in (at the current projected recoverable level) and everything else fails, then 280p may be in the right ball park for an acceptable bid for the level of appraisal done. Increase the projected recoverable and allow for some success at the SFS or SMD and we're potentially looking at >500p.

[tmmalik] 11/2/2022 11:07

It's turns blue and seems good demand .now another 10-15 percent increase in 2nd half I topped up again this morning Dyor

[michaelsadvfn] 11/2/2022 11:05

Beyond very unhappy.

This is an early stage GKP without political risk and i’m absolutely certain i will never find another share like it. This is a life changing share in the making.

[hiddendepths] 11/2/2022 11:00

Here's a speculation - gets taken over for 280p this autumn. Most investors on here very unhappy!

[tidy 2] 11/2/2022 10:43

Why. The cap is already 800m

[honestmarty] 11/2/2022 10:26

This will soar later today.

[winner66] 11/2/2022 10:25

I have just noticed a fundamental change again on level 2. Zero down movement from a run of sells , an MM reshuffle and an uptick. Last time this happened we rose strongly

[jontyfromsa] 11/2/2022 10:24

Final top up!!
Stay brave LTH
The faint heart never won the fair lady

[sirmark] 11/2/2022 10:08

Morning All, so with an RNS coming in the next few sessions seems the MM's aren't budging :)

MM L2 update

120 30,000 WINS 08:13
122 30,000 PEEL 08:04
123 30,000 CANA 09:57
123.6 30,000 STFL 10:05
123.6 30,000 MREX 10:05
123.6 30,000 INV. 10:05
123.6 30,000 SING 10:05
123.6 30,000 SCAP 10:05
123.6 30,000 CFEP 10:05
125 30,000 ARDA 07:57

[rideacockhorse] 11/2/2022 09:53

Charlie Munger is bang on the money Yoghurt. I don't generally own stocks preferring other sorts of investment that make sense at my age but of the stocks I do own PANR is 92% of the total worth. Yikes!!

[gorgeousgeorge01] 11/2/2022 08:56

"Have lurked here for about 2 1/2 years but have just registered tonight.Was a HNW investor then but thanks to the geology of PANR's 153k acreage as well as massively helpful input from Scot126, Mr Darcon, Telemachus and several others I have retained, in its entirety, my early core holding and am now well into the UHNW investor classification. Praise the Lord!"

Well done that man! Who knows, Pantheon might be about to get even more interesting. I'm not quite in your category but I still have a little left for the end game. I maintain that Theta West may be the Big Daddy.

I'm now contemplating what a longer-term 'success case' might look like, particularly if Pantheon progresses with initial development over the next couple of years. It could be absolutely extraordinary.

In the meantime, I bought some of my shares at 9p when oil turned negative. I think Pantheon was the most appropriate instrument as it turns out. I was here for the big run up to 184p in 2016 as well. I still can't quite believe it but it's looking as though history will repeat itself. It's the 'what then?' that really interests me now.

May I say, a very well done to those of courage and conviction holding at size for the Theta West result. Keep watching the twitter fans. Its been a wonderful period for me and I am delighted to be able to play a part as we enter the next phase. Who can say where we will be in two or three years time, particularly if the commodity bull market is still underway, as seems likely?

The Theta West result will considerably de-risk the geology. Pantheon will doubtless be trading at a higher price upon any success. Yet it will surely represent a far better buy on a risk adjusted basis, than it has ever done before.

[honestmarty] 11/2/2022 07:40

Markets turned nasty overnight.

U.S inflation spike creating fears of aggressive rises in interest rates.

The economic world as we’ve known it for the past 20 years is coming to an end.

Any morning weakness here is a buying opportunity, positions will be taken before the weekend.

[tmmalik] 11/2/2022 07:37

Russian factor might bring market down today but in case of any fireworks by Russians ,oil prices will shoot up Today afternoon I am expecting 135 back .First half may b little drop as market will turn red due to russian factor.Dyor

[pro_s2009] 11/2/2022 07:32

They will do open hole logging and take sidewall cores.........then when thats complete they will put the production liner in ready to start testing.

So currently they should be doing then logging and coring..........

Could news be later than Monday ? Yes of course, they could suffer well stability issues while logging, they could have reached TD and still been in potential pay and applied to deepen the well - many things really.

But for me news should be 7 to 10 days from reaching TD. So Monday earliest and Thursday next week latest.

[sandcrab2] 11/2/2022 07:26

Yes, Scot on Lse stated that that was what they did on the previous Talitha drill. Wrapped it all up in just one RNS

[pro_s2009] 11/2/2022 07:14

Said already, earliest for news will be Monday morning imo.

You cannot rely on LWD with this kind of massive impact well. Need to get to TD, run a full suite of wireline logs and then, and only then, release the news while the run the liner.

PANR are a big company now, they dont need to raise money and they dont need to release news of "oil shows while drilling" and other such "small company" news.

Run full wireline and take sidewall cores, then release preliminary results.

At any stage they could have well issues, so they will want to complete open hole logging and sidewall coring.........then they can release an update while they run the liner.

[madd_rip] 11/2/2022 07:03

https://twitter.com/geodesrock49/status/1491951324459536389?s=21At least you were willing to look and ask unlike the other Redditor who was belligerent when seeking information. You drank from the water, he died of thirst.

[soggy] 11/2/2022 07:03

Ah well, see you all back here same time on Monday...