Panthera Resources Share Discussion Threads

[gallamar] 29/1/2025 15:08:19

Be nice. I won't see your reply!

[gallamar] 29/1/2025 14:14:25

Ok. Let's both do it. I like that we can both agree about something ;)

[arlington chetwynd talbott] 29/1/2025 07:23:39

Good to have a timescale for the SoC.

[arlington chetwynd talbott] 23/1/2025 14:04:38

If you don't want to see my rejoinders, just filter me.

[gallamar] 22/1/2025 18:00:00

Thanks for the life advice.
Some in return, please just ignore me as requested

[arlington chetwynd talbott] 17/1/2025 15:08:38

Do not stop posting just because someone challenges you. Just post your counter argument. But never let your take on an AIM share be significantly influenced by the CEO. No AIM CEO offers a balanced take. People lose money on AIM by thinking that they can take what the CEO says to the bank.

[gallamar] 17/1/2025 10:33:46

Arlington

It would be nice if you stopped challenging me.

I am not some ramper.

I already have discussed the CEO visit and have an open invite to meet him in any of 3 locations( countries)

I am still sticking to the fact this could be a big claim. The most important thing I believe is the chosen methodology. I said why on other boards but have been put off from discussing here

[rider75] 13/1/2025 18:11:50

I have already told the mates in the other board, coming accross me accidentally means luck for them also.mqny casess somehow I have found great strories, right around the good timing. Fully respecf and feel empathy to those have been folliwing or investing on the actual stock, many cases for long years, have all the info I havent, and respectfully ask them always. So its more of luck then my geniousness. On PAT board someone posted the fact of Zeniths first beneficial ruling,,and I bought in rapidly, unusually only aftrr that made some research, then bought more. My average may be around 0.35-0.40 NOK. Today at 1 have oulled the bulk of my initial stake. Thats the way it goes, like it better, a few step forward and only zero or a small step back. Similarly with ETM (Greenland Mineral, or Energy Transit Minerals) that was also a grrat timing around christmas (Trump helped and Marcin Michalek then Swen Lorenz, but hotcopper and others also wrote about that. Russoro Mining was my greatest play in terms of %, GRZ also a good one. Other sort, but a ued a nice move with GCM where my cautious attitude helped. And luckily only tiny left position in GBU, which is the one I think have a chance to a succesful annulment request. Some greenx, small MON . So, based on my lucky timing, you are at the best place in PAT... :-)

[arlington chetwynd talbott] 13/1/2025 17:51:26

What is your Zenith average entry price?

[rider75] 13/1/2025 16:05:08

Thats what to not like in rhat story.
I play fer thick discounted early settlement.
They may eaeily get finding I tjini, but - didnt want to share with funders the potential - maanaged to funance through loan from the man, now through PP, and have a 9m ruling already. Tun said to comply witz arbitrstion ruling.
Risks are there of course, but as they had 3 separater cases, and rhe 2nds final hraring and then ruking is imminent, it must be manageable

[arlington chetwynd talbott] 13/1/2025 15:27:54

Good luck - it certainly looks like a lively one. How is the cash position for day to day (non-arbitration) stuff going forward (presumably no one is going to pay up anytime soon)? Does it have a legal funder for ongoing arbitration expenses?

[rider75] 13/1/2025 14:21:40

I think it is irrelevant what the price was 8 years ago...
What matters the sp, the szm of claims, and the chances.
I really like the method when I got am opportinity to withstaw my initial stakes, esp in such a rapid manner, and then anything can haopen, cannot hurt me. Somezhing similar is what I hopr for here, in a few months.

[arlington chetwynd talbott] 13/1/2025 12:11:28

Goodness, was it once really over 100p?

[arlington chetwynd talbott] 13/1/2025 12:07:40

Interesting.

[rider75] 13/1/2025 12:06:04

They have 3 arbitration against Tunesia over an oil project. Have just won their smalleet 9m usd with intetests and legal fees. Have anothet one for 130 m usd, eith final hearing in february, and anothet ine for 500m usd, which is expected to proceeed early next year. According zo the Ceo who is professionally an old pro fox in zhis gield, they are "copy paste cases" regarding the legal baclground. A source, who has quite precise info on when the last decision was madeN and will come out, there are negotioations between the parties for early settlement, 120m rejected, 180m on the table. The mc is aroind 25-30m usd, from 0.15-0.20 NOK, went up to 0.3-0.4 just after the dec. ruling, presently at 1 NOK. Ceo and Man just made a dmaller raise, showing confidence in the comapny and the cases.

[arlington chetwynd talbott] 13/1/2025 11:01:35

No, what stage is that one at?

[rider75] 13/1/2025 10:36:19

Yeas there are several "lifecycles" or phases of these cases, with different risks and potential. Maybe at these stages in PAT tats the lowest risk momentum.

Do you follow the Zenith Energy story with Tunesia?

[arlington chetwynd talbott] 12/1/2025 23:30:58

I certainly see the SoC (or even anticipation of the SoC if a date is set) as my cue to exit and reassess. Like any trading idea, it won’t work if everyone has it - PAT wouldn’t then re-rate sufficiently - but many folk will inevitably remain strapped in, some of them will likely add and some newbies will likely be drawn in. Fingers crossed.

[punting] 12/1/2025 19:36:01

Yes agreed good post by Arlington. ( sorry about yesterday I was abit drunk! ).I have about 30% in pat ..the rest is mostly in managed stuff etc. I always thought the WA assets would give me a 5p return if things went belly up in India, that, i am not so sure on now especially with the political situation. I think on soc de-risking is on my radar now.

[rider75] 12/1/2025 17:03:29

Arli, thanks for your thoughts, not too much to disagree. After GBU final, where even the defendant alias the rom gov dealt with the case publicly as a done deal, cautioisness is basic for us.
(In case of Rockhopper, it has doubled recently but as I know not due to the annulment request failure, but foe their oil projects.)
Br

[arlington chetwynd talbott] 12/1/2025 13:48:42

Oxus did, as I recall. Oxus and Churchill were both ones where I should have been trading in and out - I did trade a little but basically settled in for the long haul, which was a mistake. With Rockhopper I did trade in and out and that one worked out nicely for me. It is very easy to convince yourself that your company's case is clear cut, but nothing is ever really clear cut in international arbitration.I spent a lot of time (too much time) researching international arbitration cases and statistics and it became clear to me just how often it is better to travel than to arrive, something you could say about AIM generally. This take on AIM annoys the BB uber bulls, but it is based on my own experiences and of late has stood me in good stead.

[punting] 11/1/2025 22:26:44

Oxus & Churchill didbthey have funding at all ?...just back from pub!! so I will check back tomorrow and or research. Thks!

[arlington chetwynd talbott] 11/1/2025 18:46:01

There have been a few. Ones that immediately come to mind where I had direct involvement are Oxus Gold (ouch), Churchill Mining (ouch) and Rockhopper (nice one) and I was more peripherally interested in Rurelec and Cairn Energy.

[rider75] 11/1/2025 16:10:42

Arli, only for educational purposes, could you share with me which were you arbitration plays in the past that you had experiece?
I havent been in these for too long,Less tham two years ago that I bought Burford as a financier, and RML and GRZ which are quite different as they had their ruling on awards by then, and payment was the main problem (from Venezuela). Since then I becoame familiar with many cases.

[arlington chetwynd talbott] 11/1/2025 14:43:19

That is a very good way of looking at it.