Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Have I understood this right ?
Are we speculating that someone had the capacity to sell and then buy back 2,579,000 PANR shares @ cost of £1.7m?
This mystery investor must seriously be confident in the PANR business case and assets.
Thanks for the link...I've leant something new.
Go onto the official Stock Exchange site and search trades
trades at 12:43:53 & 12:44:12
https://www.londonstockexchange.com/stock/PANR/pantheon-resources-plc/trade-recap
21:02
Never heard of APS
https://www.gov.uk/guidance/manage-additional-permitted-subscriptions-into-an-isa#overview
You can do it using an APS allowance, ask me how I know…..actually don’t.
Ok - drop the ISA bit
How can anyone Bed & ISA almost 900k? i checked on Bloomberg and there were no reported quotes from 12:36 to 12:46 - any ideas?
Ah yes, possibly, although I thought that was no longer do-able from a CG perspective?
No, that looks like a bed and breakfast to me.
Reported late.....my money is on Mangrove starting to depart
The numbers show that our worst quality and smallest reservoir from Ahpun and Kodiak is commercial at $80ANS, without any benefits from shared infrastructure and utilising gas reinjection.
The next news will be the Ahpun numbers which based on SLB modelling are much better than Alkaid (100x permeability in the West). Note LKA adopted some of SLB's 'extensive reservoir characterisation' in their assessment of Alkaid. If SLB's modelling holds up for Ahpun top sets as it did for Alkaid, which I am confident it will, then we will have independent support of a robustly commercial project. News of Ahpun expected in 'weeks' with financing news expected in 2 months.
Beat me to it :)
16:27
My apologies, but all I would say is that he uses the word in context of "development planning" .
Nothing likely to be happening here now for a while I assume? looks like the rise into this news was sold into and thus maybe people are thinking the next RNS could be a placing. Or, were they not happy with the numbers, ........surely that was not the case?
Come on Brom! "This is an important result for our strategy to move the Ahpun and Kodiak Fields through development to production over the coming years. The confirmation that the Alkaid horizon, the most marginal of the resources appraised on our Alaska North Slope acreage, is modelled by the Independent Experts to deliver real rates of return exceeding 20%, is fantastic news for our development planning".
I think we can take it that the arrival of the Louis clone on the chat boards means that someone is having another go.
Under Hobbs, the methodical building of data and expertise is relentless, but there's still a long road ahead IMHO
12:59
How reliable is the "short positions" tab, if its accurate then no movement since 11/09/2023.
Does David Hobbs actually use the word "fantastic", what he does say is "important" and then goes on to differentiate these results from Ahpun Topsets & Ahpun East.
I got mine from Munnie
Shorting now 8s rediculous except for a pro.
Exactly. As David Hobbs says these are fantastic results, he understands investors will expect our vendor negotiations to be positively impacted. He’s previous communicated $120M to $150M of financing. Bottom line is that short term sp price movements isn’t important relative to the underlying business prospects. DH says these are fantastic results, so my expectation is this will solidify vendor financing. That confirmation in Q2 will propel the sp much higher.
What's more concerning is PANR shares are in demand to be shorted.
If I were you, I would crack on instantly and get collect your premium for lending your shares out.
Remember, you are here to make money, any way possible. That's it, nothing more. So many PIs forget that and need to be reminded of that simple fact.
Well that news went down like a lead balloon as per usual. So predictable, seems to get pumped and dumped just like 88e. Flipped the other day.
And why not lend your shares out to shorters? I doubt you have enough shares to make an atom of difference, plus you get a passive income on them whilst waiting for this dog to dance (if it ever does).
If they don't get them from you, they will get them from someone else. It's a no brainer to me!
So
If you chose to sell your shares, your broker would simply recall the shares from the borrower to settle your sale.