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Kever is not seen or heard from while the price is going up or when there is positive news but the minute it drops or there is neutral news he is back here and trash talking!
Typical of an amateur with a short position YAWN!
The oil and gas company focused on developing the Ahpun and Kodiak fields, onshore US said pretax loss in the six months to December 31 widened to USD7.4 million from USD2.3 million the year before.
This was because revenue in the first half of its financial year, which ends on June 30 plunged 97% to USD13,393 from USD455,309 in financial 2023
"Kever - how are the results terrible "
Cash burn. Losses. Jam tomorrow
Can't wait for the next hot air webinar
It will be resource update first surely (next few days)
Then a webinar early April and I’m guessing that’s when a RNS will come out about financing
I can’t ever remember an announcement about financing in Q1. But stand to be corrected
Contango - there was nothing in todays RNS to say whether the financing was on track or not.
Timelines were given for the updated Resource Reports but nothing for the finance. Given that David Hobbs previously advised that PANR hoped to update the market in Q1 - will he meet this timeline.
Any new readers, the good news is coming and the closer it gets the more the 🤡 will post!!!
Kever The Clown 🤡
Terrible results - NO SURPRISE
No asset finance still - STILL ON TRACK
More jam tomorrow - LIKELY CORRECT, THERE WILL BE MORE JAM TOMORROW. FOR EXAMPLE GAS JAM
sell - DYOR AND MAKE YOUR DECISION FOR ME ITS A BUY
Kever - how are the results terrible - seems like you want to go out of your way to trash the stock.
Agreed though that there was no update on financing other than to say “progressing”. I suspect you were not the only one to notice - I assume todays pull back was because of this.
I think I may buy more ….
It’s looking tooo good
Terrible results
No asset finance still
More jam tomorrow
sell
Nothing new or shocking.
Resource update within next 8 trading days . Nice
Maybe news from hickory in same timeframe
Financing I’m thinking April.
Hobbs in his short time seems to spring a surprise here and there .
* lower
Topped up with 100/- and will but more if it drops lover. Happy days. :-)
Spot on Munnietorx, the majority of Brevarthan's nonsense has been put to bed by Olderwiser and the latest info released by Pantheon in the recent tweet and website update.
It's astonishing a man with zero industry experience, minimal technical knowledge and with a minimal amount of the data can claim SLB, Lee Keeling & Associates et al are producing 'fantasy' flow rate and EUR numbers. He seems to think they may have overlooked things such as porosity, permeability and reservoir pressure when modelling flow rates and EURs.
He seems to want to use reservoir heterogeneity as the get out for everything. Ignoring Pantheon have multiple well penetrations in the SMD and full core from Pipeline state one, nearer to the heart of the SMD reservoir. Likewise he seems to want to ignore the Geomark recombined GOR data, the best and most accurate measure of GOR, as it doesn't suit his narrative.
I would be surprised and indeed concerned if he actually believed anything he wrote. Indeed I take encouragement that this is all he can muster. It's not quite Stahel's falsified document but it's not far off.
Why is tw a charlatan? Hes angry and emotional without doubt. How would you feel if you were called a charlatan.
The error that Troughsnout/Brevarthan makes is trying to short panr at the wrong time and getting caught in the upwards momentum drag net.
If I had come across this stock when it was 150p and noted it was an AMI pre-production with a £1Bn market cap I think I almost certainly would have taken out a moderate short without even doing more than 10 minutes research.
However, having now read over what is publically available I think now is firstly not the time to be short at all, and secondly that panr have what appear to be ideally placed assets both geographically and politically speaking. With David Hobbs leading the way this is a very different company to the shortable funk from 2yrs ago.
Troughsnouts research piece is a poorly back engineered hit piece easily ridiculed for its obvious agenda, and also easily dismissed if one has the time to bother addressing the poorly-dressed up points that were made. Thankfully Olderwiser already took it apart piece by piece.
I would usually only trade an AIM explorer but with panr I have a decent long position that I am happy to keep.
NSAI recoverable resources don't lie.
This will be big. Will take some time but as soon as the market sees that the future value will crystalise then the market cap will catch up very fast.
There are some big shorts to close. This could be quite enjoyable aside.
Brevarthan/troughsnout - try harder or increase your short, why dont you.
21:48 & 22:23 (corrected version)
Brevarthan/Troughsnout - the tutors at your college would be disappointed at your lack of attention to detail and to your inability to p-a-r-s-e sentences accurately. Or alternatively, you know very well there was no promise to pay both the Dec '23 and Mar '24 quarterly CB repayments solely in cash. Let's show Brevarthan what he appears to have missed.
RNS dated 14/11/23, scot126 inserts *** for highlighting purposes.
".....to long term investors to increase the company's cash resources, ***allowing it*** to pay December and march convertible bond payments in cash (the "placement"). [scot126 - "allowing it" does not equal "promise to pay in cash"]
"...we are delighted to be able to announce ***steps to remove the perceived overhang of the next two convertible bond payments*** by placing the stock into the hands of long-term supportive shareholders." [scot126 - again, no promise to pay both the Dec'23 and Mar'24 CB repayments in cash. rather the aim was to "remove the perceived overhang of the next two convertible bond payments". It is an incontrovertible fact that the aim of removing the perceived overhang as at time of writing of the November 14th RNS has been achieved. Witness the fact the shares closed at c.21p on 13/11/23 v's c.31p on 13/3/24 (being respectively the days before the November placement and March CB repayment RNSs were published).]
"... to ***put itself in a position*** to fund the next two quarterly bond coupon and amortisation payments in cash."
[scot126 - "to put itself in a position" does not equal Brevarthan's "promise" to pay both the Dec'23 and Mar'24 CB repayments in cash.]
"the company has acted now to mitigate the possible dilution for shareholders in the event that the share price continued to weaken towards the December bond payment date." [scot126 - this strategy has irrefutably delivered on its declared goal. The maths is the proof.]
14/12/23 RNS published announcing PANR's success in securing 66k acres in the latest SoA lease auction. early indications from management are indicating upgrades of 30-40% to PANR's recoverable resources. naturally these new leases have to be paid for by the agreed settlement date.
14/3/24
"...we have ***decided*** to satisfy the March 2024 quarterly instalment in shares, ***allowing us*** to apply the funds freed up towards the acquisition of 66,240 new acres awarded and announced in December 2023, payment of which is estimated to occur in late Q2 or Q3 of this year." [scot126 - once again the BoD uses the language of election rather than the breaking of an historical "promise".]
By now I trust readers of Brevarthan's content are starting to see a pattern. He's declared a short position - fine, no worries. But he is not entitled to lie or to disseminate false or misleading information on public forums. Greed > integrity for Brevarthan.
Hi Scott,
Yes I do agree with what you’re saying but sometimes they hold stuff back to let the first RNS sink in. Only my opinion.
With the shorts I do scratch my head sometimes as to why they would especially with all the news on the horizon which will only push the stock forward.
A new short was opened on Thursday 1.3 million shares. Don’t understand it!! Thanks.
Fantastic😂😂
9ne can almost smell the lemons he's chewing.
I had a lovely quick visit to Luxembourg recently and it's quite surprising how indiscreet (or perhaps just honest) people can be.
Especially where fools are mentioned😂 It's incredible how few subscribers a so-called researcher can get. Even Tom Winnifrith puts Brevarthan in the shade, and he's a complete charlatan.
Yet another fine example of the deception, carefully woven into the posts of brevarthan/troughsnout .
Comprehensively exposed for all to witness, cheers Scot126,
Just a manipulating shorters campaign, deceptive to the core as we have come to expect
21:48 & 22:23
brevarthan/troughsnout - the tutors at your college would be disappointed at your lack of attention to detail and to your inability to p**** sentences accurately. or alternatively, you know very well there was no promise to pay both the dec '23 and mar '24 quarterly cb repayments solely in cash. let's show brevarthan what he appears to have missed.
rns dated 14/11/23 scot126 inserts **** for highlighting purposes.
".....to long term investors to increase the company's cash resources, ***allowing it*** to pay december and march convertible bond payments in cash (the "placement"). [scot126 - "allowing it" does not equal "promise to pay in cash"]
"...we are delighted to be able to announce ***steps to remove the perceived overhang of the next two convertible bond payments*** by placing the stock into the hands of long-term supportive shareholders." [scot126 - again, no promise to pay both the dec'23 and mar'24 cb repayments in cash. rather the aim was to "remove the perceived overhang of the next two convertible bond payments". it is an incontrovertible fact that the aim of removing the perceived overhang as at time of writing of the november 14th rns has been achieved. witness the fact the shares closed at c.21p on 13/11/23 v's c.31p on 13/3/24 (being respectively the days before the november placement and march cb repayment rnss were published).]
"... to ***put itself in a position*** to fund the next two quarterly bond coupon and amortisation payments in cash."
[scot126 - "to put itself in a position" does not equal brevarthan's "promise" to pay both the dec'23 and mar'24 cb repayments in cash.]
"the company has acted now to mitigate the possible dilution for shareholders in the event that the share price continued to weaken towards the december bond payment date." [scot126 - this strategy has irrefutably delivered on its declared goal. the maths is proof.]
14/12/23 rns published announcing panr's success in securing 66k acres in the latest soa lease auction. early indications from management are indicating upgrades of 30-40% to panr's recoverable resources. naturally these new leases have to be paid for by the agreed settlement date.
14/3/24
"...we have ***decided*** to satisfy the march 2024 quarterly instalment in shares, ***allowing us*** to apply the funds freed up towards the acquisition of 66,240 new acres awarded and announced in december 2023, payment of which is estimated to occur in late q2 or q3 of this year." [scot126 - once again the bod uses the language of election rather than the breaking of an historical "promise".]
by now i trust readers of brevarthan's content are starting to see a pattern. he's declared a short position - fine, no worries. but he is not entitled to lie or to disseminate false or misleading information on public forums.
Have a lovely weekend too, clink clink!
I couldn't be more relaxed. This is not a big short for me. It was the last time around when the thing priced well over a pound. Thank you so much for that opportunity by the way. This is more for the amusement of seeing what passes for insight on this blog. Hobbsy said he would pay the March convert in cash from the money raised in November. The fact he hasn't speaks volumes. Enjoy the ride. Don't say you weren't warned. #bagholders.
Your Sounding rather desperate!!!
Tic Toc
Shows how financially constrained PANR is. Hobbs promised that by raising equity last November he would be able to pay the December and March convert payments in cash. Suddenly it seems they that cash to keep the lights on. Tick tock.
30567 shares bought at 29.0772p all done