Pantheon Resources Share Discussion Threads

[madd_rip] 22/2/2022 18:54

Join the club. An oil exploration expert whose miserable soul has never even been near one let alone worked in the industry.

[winner66] 22/2/2022 18:11

NGMS cut it out your more transparent than a window !

[mike290] 22/2/2022 17:16

Hi Unlikely..., Thanks for your help. Regards, Mike

[unlikely2] 22/2/2022 16:41

Before the recent lease sales I wondered if that was why no estimates had been released. Not so sure now - but still possible. They worked Theta West perfectly.

[ngms27] 22/2/2022 16:34

We were promised SFS figures last April following the drilling of Talitha, anyone else thinking the SFS transits the area between Talitha and Alkaid that's not leased?

[unlikely2] 22/2/2022 16:22

Hi Mike,
To demonstrate the potential of Alkaid, you could point folk to slide 10 of the recent webinar (SMD - 2.6 bn OIP and 404 million recoverable) plus Alkaid Deep with another 76 million recoverable. Also has NPV's for the various Oil Prices, though they only go up to $90.

Then point out bonus hit of SFS - volumes yet to be determined.

Best of all suggest they view the whole webinar.

[ngms27] 22/2/2022 16:17

Yes, thats because it's 2 x 78p - 16p commission.

[dan de lion] 22/2/2022 16:08

Soggy, Considering it happened today, I would reckon Ukraine played a part,

[mike290] 22/2/2022 16:04

Hi Scot.., Rabito.., and Others,

I'd now like to bring the potential of the SMD zone at Talitha A to the attention of stocktwits.com subscribers.

I have looked at Pantheon's most recent webinar slides and Rabito79's calculations (but I may not have found his most recent set).


Does anyone have a current estimate of what the Barrels of Oil in Place, Barrels of Oil Recoverable and a value per barrel of oil recoverable, from the SMD, that I might suggest others consider whilst waiting for the SMD results?

I look forward to any useful suggestions.
Thanks in Advance.

I realise that such figures will have be suggested here before. Unfortunately, however, I am unable to remember when.

[officerdigby] 22/2/2022 16:02

So what drop is required to kill the T20s.?Just asking! Is there some kind of formula?

[deepcut] 22/2/2022 15:53

I built my holding in PANR using T20s. II haven't (yet) stopped my trading on T20. Mind you I might be small fry compared to DanD. Currently holding 570k shares in PANR. Only gamble what you are prepared to lose.

[soggy] 22/2/2022 15:45

Dan d - yes, your t-rades are in the money - but you're not, that's what's limiting you. If all those positions collapsed (as could happen in an instant with, sat, a war!) the value of your paid up holdings wouldn't be able to be sold to cover the t-20s. That's what they're protecting themselves from.(It may not be exactly that, but that's the principle - they have a formula for how much credit they'll give, and you've reached the limit of that formula).

[bigdazzlerreturns2] 22/2/2022 15:29

Love the T-20 brigade.

Not only do they have to get the direction correct but they also put a timed pressure on themselves.

Margin normally ends up in tears for most.

[dan de lion] 22/2/2022 14:51

Hi Soggy, I tend to trade in T20`s as I am given a limit on trades this is dependant on my Portfolio value, I perhaps can understand them stopping me from opening more T20`s in PANR, but they have stopped me from buying any share, all my T20`s are well in the money!

My use of T20`s has enabled me to build up the value of my PANR holding substantially.

[scot126] 22/2/2022 14:51

STTG & ngms27 - interesting discussion. The answer does indeed appear to be three layers, from shallowest to deepest:

1) SMD-B (also sometimes known as "Alkaid Shallow" or "Upper Alkaid" these days?)

2) Alkaid Brookian ZOI (the original horizon flow-tested in March '19, and also sometimes called "Alkaid Deep" these days?)

3) Slope Fan System (SFS, the new kid on the Dalton Highway block). Long term followers of PANR will be aware of Bob Rosenthal's thesis that oil-bearing sands exist for maybe a few hundred feet below the emergency TD of 2015 at Alkaid-1. I am *not* 100% certain but it's my assessment the SFS will be confirmed *underneath* the original Brookian ZOI at Alkaid-1 when the vertical component of Alkaid-2 (and maybe Alkaid-3?) is drilled later this year. Again, I can't be certain yet, but it looks like another of Bob's geological theories is going to be proved correct. Anyone else noticing this is becoming a pattern for PANR's/Bob's geological model?

Great photos of Jay and Bob holding the flask (?) of light, sweet crude from the SFS. If you re-examine the first photo of Jay holding the flask, that's Bob standing immediately behind Jay. If anyone from PANR happens to read this post, please keep the photos and videos coming. You're not sending us any information by some secret code. Rather, I reckon large numbers of us who have supported the company for years are genuinely interested in the practical operations being conducted on shareholders' behalf. Great stuff.

[officerdigby] 22/2/2022 14:27

It's jam tomorrow on everything.

[icky2] 22/2/2022 14:26

Cemo Liner and Jam

[icky2] 22/2/2022 14:13

Arctic Roll

[soggy] 22/2/2022 14:05

Dan de lion - are you trading in margin? II appear to have a formula for T- trading which is based on the current value of your portfolio with a limit on holding more than X % in one share. But if you have the money in your account they can't stop you buying whatever you want.And it wouldn't matter to them if you have t trade and it rocketed - why would it? You've bought the share and are contracted to either pay for it or close the trade at the time of settlement. If it's gone up, or down, you have to settle or close. No skin off their nose which way it's gone

[pcok] 22/2/2022 13:56

* Baked Alaska doh

[pcok] 22/2/2022 13:55

Alaska obviously