Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Time to buy before the next RNS which is next week IMO
Apologies in that case: I was sure his wording was far more nuanced but not in a position to listen again today.
What price is your short at?
Subtle but consistent.
Notice this seems to be on a downward spiral from it's 45p. Also notice Petrofac appears to be a major oil services company on the rise now. May be due to their news in March being liked by investors as follows. .............................
Petrofac shares rally as it lands new $200m contract in Turkmenistan
Published: 08:46 08 Mar 2024 GMT
https://www.proactiveinvestors.co.uk/companies/news/1042732/petrofac-shares-rally-as-it-lands-new-200mln-contract-in-turkmenistan-1042732.html
For clarity, at circa 6'13" of the presentation DH refers to ongoing discussions on "vendor financing" with "one large contractor". In Q&A he later states, at 44'24", that they've narrowed discussions down from two parties to one party. Any reference to the potential to go back to others is fiction.
Agreed.
DH made it clear that the remaining option (because PANR WALKED AWAY from others which were considered to be proposing unacceptable terms) is a "major" .
A major may well be in a position to demand exclusivity, in return for more attractive terms, perhaps over a longer period.
DH has not shut the door on fall-back options in case these negotiations come to nothing and the potential partner knows it. Let's hope they reach a mutually agreeable position....
My thinking is that working with one investor means they are the most suitable one and are now concluding agreements etc , mentioned I believe of possibly going back to others if need be. I take this as a positive and hopefully an announcement soon confirming partnerships. Fingers crossed GLA
Go thought the webinar was pretty informative. Clear to see the vision of our bod and where t he y want to be. Funding next step to unlocking the true value here. For now lock these away and ride the ups and downs
I guess now we can get on with ignoring him.
Case closed: a poorly informed blogger who needs the forum as he has no audience.
"Fewer tweets than a nest of sparrows".
Hi could i ask if there is a link to the webinar please.
Thanks in advance.
Hepran your hilarious 😆
You should be reported for your constant hounding and bullying of Trouughsnout, he has apologized what else do you want? try to live up to your name at the very least if nothing else
Troughsnout/ Brevarthan
Finally a grain of truth in your post, it took you a while, but a sign of growth
" I'm clearly out of my depth among this august gathering. "
Its like Kind Hearts and Coronets on here! Nothing abusive about any of my tweets apart from some light mocking. Unlike some on here. I'm touched that someone would take the time to trawl through my twitter history. Obviously you are all correct, all eight Alec Guinness's! I've been rumbled. I clearly know nothing about oil and gas. I will step back, and await the farm-in partner and gas pipeline announcement. It can't be far off given that those wells, on powerpoint at least, pre-drill, "for demonstration only" - as the SLB cut out slide says - are superior to anything even the late great Aubrey McClendon could put his name to. Or my old pal Floyd Wilson of Petrohawk fame. Not to mention JimBob Moffatt! This could redefine the oil industry as we know it. A few geezers on here have uncovered the equivalent of Spindletop. Keep it under your hat chaps. I'm clearly out of my depth among this august gathering. Night all....
here is brevarthan implying nsai do their reports on the 'back of *** packets'
https://x.com/hedgewatch1/status/1777645924447043838?s=46&t=hyoevfxks3i6bhpakynewa
here is him implying unethical behaviour by david hobbs
https://x.com/hedgewatch1/status/1773325400581505268?s=46&t=hyoevfxks3i6bhpakynewa
here is brevarthan insulting all 88e and panr shareholders
https://x.com/hedgewatch1/status/1775280892602384496?s=46&t=hyoevfxks3i6bhpakynewa
here is brevarthan insulting flight and scot126
https://x.com/hedgewatch1/status/1765094273123262548?s=46&t=hyoevfxks3i6bhpakynewa
here is him mocking peakybrum
https://x.com/hedgewatch1/status/1674187482529685504?s=46&t=hyoevfxks3i6bhpakynewa
here is troughsnout questioning the integrity of slb on march 23
https://www.lse.co.uk/profiles/troughsnout/?page=2
of course there are many more examples of him accusing/implying pantheon of dishonesty. all this from a guy who has zero industry experience.
he insults most of these people on twitter where he blocks any responses. yet here he is calling out abuse on lse. his family must be so proud.
please note it was me that highlighted the whole core at ps1 not scot126. it's been mentioned in multiple webinars, i actually mentioned it to him on here years ago. of course he doesn't let facts get in the way of his hit pieces, or scientific or geological theory for that matter. why bother doing the real work like nsai and slb when you can just make stuff up unconfined by expertise or standard industry modelling
oh and as a reminder all pantheon numbers are based on primary recovery only, yet he still bangs on about needing gas reinjection (secondary recovery)
you couldn't me it up, but he does.
These guys say it a buy.
https://www.barchart.com/stocks/quotes/PANR.LN/opinion.
Overall Average:
100% BUY
Asking you to apologies for your poorly researched opinion, may be unpleasant for you, but it would be the decent thing to do
I will also leave it there as I don't believe you will be changing your spots any time soon, perhaps your shorts though
Olderwiser
Its literally written in the presentation - SWC - Side Wall Core, right next to the Pipeline State well line intersecting the seismic. Bob R mentions it 3 times within the space of a minute. As for gas reinjection, Bob R has also mentioned it specifically with reference to maintaining pressure in previous webinars, most recently in the AGM webinar, in direct connection with the low/bubble point reservoir pressure. Anyway I can see you are getting unpleasant so lets leave it there.
Snout
You have everything to apologize for, you directly call Scot out, he had done more than listen to a webinar, as many of us do
If your standard of research is to cherry pick an isolated piece of an answer from a webinar, but not read the RNS.
It is little wonder you make such poor decisions
Honestly you have made a fool of yourself so often, what was the last piece of FUD. They need the gas for pressure support, rubbish.
Good to see D Hobbs publicly debunk that piece of nonsense, stating it was reinjected for storage /disposal
Your problem is you do not know your subject matter, as can been demonstrated by reading either of your "Brevarthan Research" junk science attack pieces
Now get on with your apology to Scot
Oh! Diddums 🥲
Olderwiser
I have nothing to apologise to Scot for. He has used abusive language to me here and elsewhere. Bob R mentions "sidewall cores at Pipeline State" twice at minute 16.53, and 17.44 of the presentation. He doesn't mention "whole core". From this he deduces poro-perm in Ahpun East around 10km away. Again at 17.58 he mention sidewall core numbers and "SWC" or sidewall core is referenced on the seismic chart on the specific slide he is referring to. So perhaps, you in fact owe me an apology. Feel free to check for yourself.
Did he say yes there one left in the running
Which is pretty mulch a normal situation, but he said
that the ‘other contenders could be revisited later ‘
Not sure why everyone is making a big deal on one left
in the running, as long as it’s a good deal
Cbaron, spot on comment.
I remember pre this encouraging rise just seen the above quote on a message in late March - early April.
So does anyone particularly favour any of the above for the best advice on energy shares.
Any popular brokers to follow, that have been accurate in their forecasts etc ?
We need the best forecast for Pantheon, especially on the funding advice !!