Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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@csw12 what is the point in that post? Not even invested here.....sad sad individual.
If you’re not invested csw I don’t know why you are wasting your time bud. You are then trying to defend yourself matey, makes no sense at all. Especially when you want people to listen to you. I’d be more susceptible to listen to you if you done things that made sense to me. Just a thought that’s all.
Kpasa read my post history
22.20
You are not alone with the puke bucket
Rabito - very good point, I'd overlooked that.
It appears to be quite a chunk as well.
Weird that they would do that before the Talitha results, although apparently it was mainly BEX acreage? Interestingly the quarterly shows less land relinquished than the update in the ops update.
https://clients3.weblink.com.au/pdf/88E/02359620.pdf
https://clients3.weblink.com.au/pdf/88E/02364958.pdf
Thank you Newanda. That woke a few up
So why are you on here, just to criticise and show everyone how smart you are???
People like you make me puke
22.05 It’s the leases he gave up recently you should be looking at.
Yup - one I suspect that will payback many many time.
For context - the Theta West prospect is 600-800ft thick and covers 120000 acres. PANR have 80% of it, and some of the remaining 20% (not all) is on 88 land.
This was a good bit of business by DW ...
'Accumulate has also entered into an agreement with Great Bear Petroleum to acquire a 69.1%
working interest in 24,269 acres adjacent to, and north of, the Central Play Fairway at Project Icewine
(16,786 acres net to Accumulate). Consideration for the leases was a cash payment of US$206,388
(net to 88E), of which US$167,663 will be directed to lease rentals due by 1st October 2018.'
https://www.rns-pdf.londonstockexchange.com/rns/2049C_1-2018-9-27.pdf
"what does everyone think about the Pantheon webcast...?"
Personally? Very pleased I got out of 88e before the easter weekend and put my money into another oil company who seem to be able to drill holes in the right places!
Don't worry didn't take it that way.
Possibly juliet - possibly alpha. Also worth noting proximity to Dalton highway and TAPS, but either way, if there is oil there running under 88 acreage, then there's in interesting unitisation conversation that needs to be had.
If Dave's not looking at accelerating 3D under that part of the acreage I'd be surprised. I know they're looking at the 2D they have, but what I don't know is if they can combine the 2D with the new Pantheon data they'll be able to create a good enough model to estimate the resource. More technical folk than me will need to advise on whether the 2D is enough or we'd need 3D.
Sorry, reading back it reads like I was being a smartarse. Not my intention just pointing out for all that it could, for all we know , go quite a way into 88e acreage. I wonder if it makes up part of Juliet target.
https://clients3.weblink.com.au/pdf/88E/01790546.pdf
Very good write-up here: https://www.reddit.com/r/PantheonResourcesPANR/comments/muvg8j/key_slides_from_the_presentation_on_42021/
Also key slides in this pack for 88 are( http://www.pantheonresources.com/investors/presentations/659-investor-presentation-april-2021/file):
Slide 27 Theta West - see commentary in write-up
The acreage south of Pantheons under the flat line is 88e.
Slide 33-35 - the shelf margin Deltaic
The acreage south of pantheon under the flat line is 88e.
Hope that helps - the write-up by Telemachus is far more eloquent and expert than what I could write.
Good luck
Most have gone to bed for the night. Haven’t had time to listen to it all as yet.
Please do
Fair point JofHoggit - and it definitely doesn't end in a straight line at the border either.
I don't know if their 3d runs over 88 acreage, but remember we took land from Great Bear here a few years ago - so possibly they do.
macro point - there's oil under 88 acreage, how much we do not know, but Theta is turning into a massive prospect which could be substantial for 88, I won't relay the specifics here as it's all in the webinar and last time I mentioned it I got accused of cross ramping. :-)
Newanda, I doubt the play ends in a nice round line like PANR show. PANR wouldnt know as I dont think they have seismic that far south. 88E wouldnt know as our seismic is just over the western fairway. Just been having a look at old releases and couldnt remember much on the central and eastern icewine acreage.
https://clients3.weblink.com.au/pdf/88E/02020953.pdf
http://www.pantheonresources.com/investors/presentations/659-investor-presentation-april-2021/file
Slide 27.
If you didn't attend the webinar for PANR you should watch when it becomes available. There is one slide in particular that lays out Theta West - which is Pantheons largest play - you'll see clearly in the slide that a good 5-10% of the horizontal area runs under 88 acreage.
18.22
I too await comments from DW. The question for me is whether or not this further information is sufficient to attract a major to our affected acreage.
It's a very positive picture from PANR.
18:10
If I remember correctly, we engaged the services of Baker Hughes ourselves for the self same thing.
ICEWINE!
How bizarre.
Correct me if I'm wrong
keefy
I await comments from DW
"Project Icewine
• Nearby Talitha-A well early results encouraging – potential for extension into 88E leases"
Q1 report
Not watched the webcast, but the baker huges summary they've published looks encouraging with the previous comments made that several of the Talitha A targets may extend into Icewine.
It was very impressive....but mostly exciting for us as we're so close to what they believe to be a massive find....anyone more knowledgeable please contribute....what does everyone think about the Pantheon webcast...?