Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Olderwiser you seem to have caught Scott’s pathetic behaviour. There are so many people that dislike him as he thinks he knows everything and it’s a shame you associating yourself with him.
Yeah right
Are you asking me to take your word on it
A pump and dump exponent of ill repute
Stas20
That was a whole lot of nothing but personal attack, but there two specifics to address
"Olderwiser has been shown to relay false information on several occasions, notably how when the photo of the gas flare appeared, posted by a respectable member of another forum, olderwiser automatically dismissed it as fake with zero evidence. Olderwiser was also attempting to convince everyone that the upper SFS was a complete duster because of how some RNS's were worded.. If that is not disruptive, abrasive and ultimately WRONG, then what is? "
Re flare
I was suspicious of the flare picture, so stated it LOOKED fake, I then gave a reason, that being the large sandhoppers were strangely missing, when compared to other pictures of the site, taken by the poster that had been maintaining coverage.
Even now it is debatable. it was a new poster that put up the picture, all of the other pictures, released by 88e of the actual flare also clearly showed the sand hoppers in place. Making it a remarkable co incidence that this one random posters picture, captured in the 14 hours of potential flaring, did not display the sand hoppers, while all the others did
It that proves to be an error, it was a reasonable one
Reading and interpreting 88e's earlier RNS , to the results RNS, as indicating the USFS result was likely to be weak, has in fact turned out to be an accurate prediction. It is highly gassed and the test was cut short after a calculated oil cut period of only 14 hrs in which it produced 24.8 barrels of oil, but never got to a announceable sustainable flow to report
Oh, and Mangrove last increased their short position on or around 11/9/23. At least put some effort into whatever it is you're trying to achieve here, banditputin1. If you don't up your game, you'll be laughed at. Unless you like that sort of thing?!
19:34
More disinformation by banditputin1. As every member of this forum is no doubt aware, PANR's acreage is solely located on State of Alaska land.
Not too good at this stuff, are you banditputin1
20:25
Dear, oh dear. banditputin1 isn't a proficient reader. During an exchange with Brom about the AGDC (google it BP1) and the proposed gas pipeline in Alaska, I wrote the following in response to Brom's fair question about likely legal challenges to the proposed gas pipeline: "The pipeline is designed to follow the path of TAPS within the disturbed corridor I can't help but be reasonably confident that sourcing the finance for the project will be the larger obstacle v's legal challenges."
As everyone apart from the liar, putinbandit1, can appreciate, the subject matter was the Alaskan pipeline.
Report card for our little KGB agent? D minus - must do better if he is to have any joy on this forum.
20:06
banditputin1 - firstly, welcome over from the 88E forum. A few points for you to consider:
1) You are wrong about your made up placing at 10p.
2) The PANR BoD has guided that the combined strategy of vendor finance and gas sales to the AGDC (leading to the SoA/AGDC/utilicos guaranteeing or arranging a facility of up to $250m in size) means that there *may* be no requirement for further dilution to the equity or to the asset. Guidance on timing for this strategy to be executed is "by the end of Q2'24." Why don't you diarise to look us up once that time has expired and see where we're at?
3) "And the well fields apparently have low pressure gradient so production will drop off fast. Expensive, expensive field to operate." Kindly provide a source document for this statement? You won't be able to because no such data exists. Isn't that right, banditputin1?
4) You asked what readers of your post thought I think you're smarting from losing money investing in PANR southern neighbour. I think you've typed out a word salad in your post timed at 20:06 and that it's just made up nonsense. I think it's funny that *you think* it has even the slightest possibility of instilling fear in forum members here. I also think that that you should do lots more reading and research about your chosen investments so that you become better informed about the *facts* of their investment cases.
Don't be like banditputin1.
19:11
Not quite, Brom. There is another scenario currently being explored where the construction of the pipeline is decoupled from the LNG export infrastructure. I *understand* the forecast cost of the gas pipeline construction is US$10-11bn, happy to be corrected. The prime motivation behind this scenario is simply to ensure Alaska's own residents and industry in the population centres of southcentral Alaska are supplied with sufficient gas because the current source, Cook Inlet, is running out of affordable gas production.
Politically, I can't help but feel it would be a source of embarrassment for a Republican administration in Alaska to import LNG in what is one of the world's truly prime locations for hydrocarbon production.
About a month or so ago Governor Dunleavy told CNBC and CERAWeek attendees during interviews to "watch this space over the next two months" in relation to the pipeline receiving the official go ahead.
I don't doubt for a second the green lobby will have something to say about the pipeline if the AGDC moves ahead with their plans. The pipeline is designed to follow the path of TAPS within the disturbed corridor I can't help but be reasonably confident that sourcing the finance for the project will be the larger obstacle v's legal challenges.
Clown. Binned.
13:28
AGDC have to find investment Alaska Gas Pipeline project est. at $38.7B in 2020, current estimates (see link) even higher,
Greens have vowed to fight it all the way.
At the moment its far from certain to ever be built.
https://www.nsenergybusiness.com/projects/alaska-lng-project/
From another Board -
The AGDC point to the presentation slides for basic economic considerations.
Using guided input cost and sale price, along with financing headroom shows a robust project.
hxxps://www.akleg.gov/basis/get_documents.asp?session=33&docid=29743
Global LNG Japan current price $8.993
Enstar has stated importedLNG as cook-inlet replacement could be $16 double the baseline cost of AlaskaLNG phase1.
From AGDC website:
Pipline capacity 3.3 bcfd
Long time planning 3.1 bcfd
Pipeline development economics look sound:
(All figures are illustrations)
8$ mmcf delivered price gas out
1$ mmcf gas in (PANR)
Gives 7$ per mmcf to build and finance pipeline.
7$x1m =7m$ per bcf x 180bcf (PANR agreed supply with AGDC)
Revenue on 180bcf per year is 1.26b$
10.7b$ project build out cost but let’s say 12b$ for headroom.
Funded @6% amortised over 20yrs & 30yrs
Gives 700-900m$ per year financing payment.
Ramp up to clear 300m$ profit from base line Instate supply of 180bcf
(1.26b$ rev less 900m$ financing payment)
Senior debt - Federal guarantee loans 60%
Junior debt - mostly likely 20yr, 10yr bond
Mezzanine debt - investment bank/balance sheet.
Phase2 export:
Additional compression stations on pipeline say x4 to push volume.
Max capacity to 3.3 bcf per day.
1277 bcf per year.
Long term planning based at 3.1 bcfd
Profit ramps on forward curve as debt is covered from baseline phase1
Additional profit as loans get paid down.
Obviously this there are tax implications to deduct but it’s hard to argue with the general concept of this calculation.
Such as good post by triumph on the 88e board about scot and olderwiser it just couldn't go without being shared where it rightly belongs.
"Indeed. you and your alter ego olderwiser have almost single handedly turned both 88e and PANR boards into a complete and utter s***shows. And for what? Your opinions still mean jack squat! Your endless repetitive posts seriously rub people up the wrong way. Very very abrasive, non constructive, disrespectful, self-righteous and arrogant. Terrible traits. You two should be ashamed. How the f do you expect people to react when you two constantly bombard the board with the same BS day in and day out? You expect civility from others when you treat their personal choices with such discontent? Who do you think you are? You have lost a lot of money already on PANR, the market still values 88e on a per barrel basis higher and you still have ZERO explanation for this despite for years you saying this will change. Seems like you are nowhere near as smart as you think you are, and you have made some very poor choices yourself! Ironically, if you spent more time watching PANR, maybe you could have actually traded and made money with your self proclaimed analytical prowess (trying not to spill my drink with laughter). Anyone could have told you PANR would drop back from its 40p high last week. After all, making money is what we are all here for is it not? Perhaps you forgot that?
You are fooling nobody by disgusing your hundreds of posts here as "relaying facts" and naturally self anointing yourselves as guardians of the "inferior PIs who are too stupid to make decisions for themselves", and defenders of the faith that is PANR. In nearly 10 years on this board, i can honestly say you two are up there as the one of the worst disruptors. Far far worse than any "ramper" could ever be.
Olderwiser has been shown to relay false information on several occasions, notably how when the photo of the gas flare appeared, posted by a respectable member of another forum, olderwiser automatically dismissed it as fake with zero evidence. Olderwiser was also attempting to convince everyone that the upper SFS was a complete duster because of how some RNS's were worded.. If that is not disruptive, abrasive and ultimately WRONG, then what is?
In this world, you tend to treat how one is treated scot! When you throw thorns, dont expect roses in return, then act thick as to why others are so hostile towards you both. From now on, every post you make that is repetitive in nature will be reported for disruption to the general peace and harmony of the board because you seriously disrupt the flow, and posting in very bad faith. I would recommend everyone do the same, and eventually these posters will recieve the permanent ban they deserve!
Theres a way to go about spreading wisdom and knowledge in a far more respectable manner. The way you two have gone about this is dispicable and completely uncalled for."
Look at the late trades.
And the closing UT.
And L2.
Good luck on Monday, Shorty.😊
What’s wrong with this guy. I have never known anyone with as much anger against 88E. What’s his problem.
Nice little boost at end of the day . Fomo
55p by September .. all to play for
LTH
Hey Banditputin1, ever thought the market could be wrong?
I suspect some investors in 88E are attracted by the fact they are able to purchase huge numbers of shares for very little outlay!
No putin, you cannot deny there has been no increase in the Mangrove short since September 2023, which makes you a bare faced liar, as quoted
Weasel words wont change any of that
As to the other point, if 88e is so highly valued, why is the market cap so low
Could it be the small amount of questionable resource, amazing though it is that on a per barrel basis, the hype value still sticks, after all these disappointments
Putin..
what are you talking about????
i havent once talked about a panr/88e comparison.
maybe you should think before you type.
Putin
And the answer to that is obviously NO......So stop posting stuff as fact that you cannot support
Banditputin1 and stas20 are just another of many altruistic traders just looking out for everyone's interest here taking his/her time to provide in-depth knowledge and wisdom about a stock they have no interest in but just feel like they need to share their (negative) POV on....Please note: this comment is called being sarcastic in case youre too simple to understand that.
Let me tell you what happens next...go look at NVDA and thats what happens to you next GL!
Badputin
Let the evidence speak for itself then
https://shorttracker.co.uk/manager/the-mangrove-partners-master-fund-ltd/
Putin
I listened and read the words of the board.I then made my decision.I have no idea if i will be correct,but if they do pull it off,i think i am going to be extremely happy.I believe everyone should fully research the company themselves and make their own decision.
You on the other hand seem to speak as if you know factually the outcome.
So if i listen to you and sell but you are wrong, will you compensate me?
Badputin
I am looking at the Mangrove short data, and their last unfortunate increase was on 11/09/2023 where they added 0.1%
You are on the PANR board now, lies are not encouraged
What badputin is very sure of means nothing
The market will address the insanity in valuing a high risk low value 88e barrel, above a PANR going into production barrel soon enough, thats the why of investing in the undervalued share, are you new to investing ?
Even in the unlikely event where no external funding is agreed, PANR is still fine, 50% more shares, 33% dilution would get to self sufficiency in cash flow. Thats how good these 4000 bopd IP 30 wells will be
Yes: a poor week.
However:
Over the last 3 months: +28%
Over the last 1 month: + 20%
Low volumes as investors wait for potrntial huge news.
And Mangrove need to close 14m+shares in their short.
It's a lovely position we're in.
These attackers have called for heavy dilution since last year and it hasnt happened.
Read the pantheon material and listen to the webinars where this topic has been addressed by the company several times.
Then make up your own minds.