Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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In the copied transcribed section of the latest webinar below, there is a very important detail that may have slipped under the radar
Lee Keeling have been engaged to produce an IER on the Alkaid zone, this will include the new data from the deeper reservoir and the long term flow testing results, and this is report is IMMINENT.
All good, more reservoir so expect more oil, but the key new detail is this report is to INCLUDE, AN ECONOMIC ANALYSIS.
This is the very first Independent expert opinion on the rewards, the current commercial value of the Alkaid reservoir itself, should this come out positive, (I cannot see PANR asking for the report if they calculate it will be negative) PANR are then regulatory approvals, and commitment to producing, away from declaring RESERVES
1:10 D Hobbs
First we're going to tell you about the first of two independent expert reports, covering the two Horizons within the Ahpun field, that have so far been flow tested successfully, are going to, one be delivered imminently, one from Lee Keeling and Associates on the Alkaid zone and the second from Cawley Gillespie on the top sets, the Western top sets in the Ahpun field again expected shortly.
But we know that the Lee Keeling one is imminent. These estimates will not be contingent on economics, because we've asked them to include an economic analysis in their work. We will address the contingency on marketability, in so far as we have a legitimate part to gain access to the trans Alaska pipeline system, and in due course, the in state phase of the Alaska LNG project pipeline to Nikiski, should that project proceed. Alternatively we've investigated the injectability of the gas back into the top set reservoirs for storage, and found that that is feasible.
Let me know once they have tried really really hard. lol
Tony -
"research analysts at Canaccord Genuity currently have a GBX 85 ($1.08) price objective on the stock. "
The fact that you brought up EnQuest I think demonstates that posters here should take any comments you make on valuation with a big grain of salt. So stick to your guns buddy but be careful not to shoot yourself in the toe !
Anyone have access to the latest Cannacord report and what did it say - any price targets ?
10 posts and only 1 left
Moderators been busy
Anyways good luck all Panr investors
Soon be payday
If an oilfield service company signs on the dotted line by June 30, 2024, to fund development as David Hobbs intends, that changes the game. Great resources don’t mean much if they are not being developed. He’s also sanguine on Pantheon’s sale of gas into the PL. If that is firmed up, it is off to the races.
Once again, this board is being dominated by stiwkcuf with an agenda to disrupt. Can't we just ignore them, especially when there is meaningful debate going on.
Oh, and I’m not telling anyone what to do.
Surely Seahawk if you don’t have confidence in management wouldn’t you be best invested elsewhere?
I became in love with stocks, and lost my mind in the process!
That being said good luck to you Seahawk and to those genuine investors here. I only came over to return the favour from these clowns that have been flooding our board while we were down. Now that the tables are starting to turn, they went runnin as they always do!
Yup, all those are exciting bumps for our low SP in the short term! We can easily reach .5 of a penny with the announcement of another successful flow-test. That's already half ways there. We then have the announcement of how much oil is in both of the tested areas, and more importantly what our plan is after we have all this new information.
Best part about it Seahawk, we are at 0.0033p! Imagine the amount of people that will lap that SP up after our positives start flowing in!!!!
Pantheon went up to 1.40, down to 10p and back to 45, now they are sinking again. If you hadn't sold above 1 quid you're a complete donkey as it was overvalued AF then, even now you can't get 200M from investors so you'll have to raise cash and bye bye, hello 15p!
Exciting times Seahawk, well for us anyway 😀
Mystic you are indeed going to need amazing results if you want 1p or more. Currently you have no idea of the size of the field in your area, no 3d the list goes on. You are also out of money again and will need to raise more money to keep the lights on, everyone will be aware of that. I think you are in a dream world if you think you are going up by 200%.
Jazbo you're almost as bad as the donkey that comment was for! Do literally any of you lot here know how to read?
I said that sarcastically, as he thought I was buying Pantheon at 0.0033 when it's obvious I'm talking about having a 0.0033 average with 88.
Jesus Christ some of you lot here are slower than a snail going uphill in peanut butter. My nan would walk past you with her walker, she's 90!
Mystic
as I explained to you previously the Pantheon sp has never been as low as one third of a penny so please do not post incorrect rubbish -
you posted -
"Are you being serious? You honestly think I'm over here returning the favour (from my dear friends) after buying PANTHEON at 0.0033? "
Bit cheeky of you Whoops to tell people to move on. I have a large investment here and have been holding it now for over 4 years. It's stating the obvious that there will be no drilling until the money is raised as they don't have enough, we are discussing regardless of the vender financing initiative if it's worth raising some money to drill this summer. It will not be long until we will need to raise money to pay the bills anyhow.
Until we have the money we won’t be drilling, simple. I have confidence in Jay, David and Bob to deliver that’s why I continue to hold, what for me, is a large investment. My advice to all is if you can’t say the same move on.
I must add I really respect them but they shouldn’t be selling to the masses . Maybe get the new Harvard qualified lady in front of the camera
I totally agree
I wince when they speak as they laugh at the so called hideous questions. Very little understanding that not all investors are knowledgeable oil folk.
If you look at David Hobbs face when Jay and Bob speak , think you can see the strain .
Most people want to see them perfectly aligned and definitive
I know management read these boards. If it was up to me I would have DH do the whole presentation but I'm sure he doesn't want to seem to be sidelining the management team. Bob is a great guy and an excellent asset to the team but his presentational skills are very poor. I would have him take a back seat.
Maybe send investor relations an email suggesting they do this
Onceabroker they are not brilliant at these webinars and we always get a hit afterwards to the SP. To much hopping around between presenters and too much in the weeds detail. Just needs one person presenting, to lead investors by the hand highlighting the important bits. The tech detail can be given separately to the retail investors and oil companies, the average AIM investor is just looking for the good bits in clear and simple language. Difficult to please everybody but as you stated 'Lead the market by the hand'.
Mystic you better hope for some excellent results from your flow test otherwise I am quite sure you will be getting visitors looking for payback.
Wait until they dilute to raise cash soon - 15 to 20p incoming 👌
Olderwiser, re your excellent post at 11.21, you hit the nail on the head. The message was excellent but the delivery and structure was poor. They should have said "this is what we projected previously, and this is what we think now. Look at the huge uplift!" As an ex-broker, I would have structured it exactly like that. Lead the market by the hand. Maybe you should have done the webinar :)