The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Happy to show confidence that the sp will continue to rise as in last 3 months: bought another £2.5k this morning.
I added £1000. GLA.
Added another 20k at .28089 worth the punt at this price if the futrure pans out the way most of us hope. Gla lth.
Would buy if I had the funds. 😔
Im with you Graham, nice work.
Excited for a summer of great Pantheon news! enjoying this journey!
Loving the filter button...all the de -rampers will have disappeared again in coming weeks 100%..they always do at a sniff of good RNSs
ATB
At this level has to be the one of the bargain of the AIM at the moment, at £1.50 we was cheap.... to get the company now for 28p ... is truly insane !!!
" at £1.50 we was cheap.... to get the company now for 28p ... is truly insane !!!"
Unbelievably disengenuous and misleading, how can you be cheap at £1.50 with little cash, large debt and no funding in one of the most unforgiving places to drill and export in the world. No wonder people like scot, one of the larger rampers, are lambasted when these sorts of comments are made as if they are fact. This is just designed to bring in unsuspecting investors who haven't done enough research to prop up the negative equity positions of those with higher averages. Do not fall for these comments.
Because my dear fellow you don't understand the value of the asset... that's fine not everybody does however not understanding something is fine but to comment like you have is clueless.
You'll understand, but of which point would have missed the gains ... that's ok there's always plenty late to the party. ...
Don't be a stranger though come back in 1-2 years as INVESTORS that's what the majority are here for... daily run downs on something you don't understand wont help you.
Well at the moment the value of the asset is understood by the entire market to be around 29 pence per share, so it seems you know more than the entire investment community. Congratulations on your insight.
Thank you, its not a problem :) What would you have said when it was valued at £1.52 was that the correct value? lol ...don't tell me ...no . ....but now the exact same metric your using only works to keep your narrative, good luck son .. I'll stick with the billionaire investors thanks... but good luck
No of course not I would agree with the market.
The bottom line is we have all at some time or another invested in a stock that we believe to undervalued, however a stocks intrinsic value is only ever realised once all requirements needed to unlock that value is met, you cannot value a company on future activity that might never come to be, if that was an acceptable route to take, then we would all be sitting here based on our net present value that often get bandied around by companys and yet there shareprices almost never reflect these.
The bottom line and is fact no matter how you think you have a greater insight or no, is that any stock, at any time is only worth what one will give you for it, such is supply and demand and marketability.
At this moment in time the world believes this stock to be around 29p a share and no matter how much you would LIKE it to be worth is meaningless.
As as regards being left behind, well if I wanted to buy and you think it cheap at £1.50, well one would have to say I have an age to decide.
I have my value and its based of the worlds very best validation of our assets and having discovered the large on shore oil find in the world of 2022.
The markets are a moving variable and preserved value changes all the time... we are not a dividend play ... we're an exploration company that "MAY" have found the largest onshore oil field in the past 10 years !!! value will out in the end and this is what the board are currently undertaking and will take a few years. I am fine with this and yes while the market values us at 29p is the same as it was a few weeks back at 45p .... nothing has changed just shows the market price is totally pointless unless you want to sell. I will be here for £5.00 take out price which I have stated on numerous occasions over the many many years.
Sirmark, I'm not sure what you say is correct that nothing has changed since it was 45p we had the LPA report, which I have already stated seemed to not be received that favourably, there were questions raised as regards funding after one dropped out and some negative press as regards AGDC. This is a high risk share as it is, anything at all that adds to that risk could be detrimental to the share price.
You say "one dropped out" your assumptions but you have stated as fact, when the it's more like we have whittled it down to one preferred !!! "
Well that's for debate, two are now one, I would argue that if it was panr that had done the whittling down, I think they would have said something alone the lines of, we are now in final discussion with our preferred option, rather than what they did say, which was along the lines of we are now only in discussion with one party, with no positive spin at all.
Stas you need to stop this nonsense. You have obviously lost some money on 88e (welcome to the club) despite being warned. Yes I know there is one particular person who is annoying has hell and seems to have a thing about 88e, but his facts are generally correct. You have now had your fun on this BB and are now starting to tell porkies, please leave those of us who have not been bothering your BB on a regular basis to try and enjoy our discussions here without you doing exactly what your nemesis has done. You are better than this.
Stas20 I have read your posts over the last few days and I am interested to ascertain what your motive is in posting so extensively. It may be that your posting is entirely, in your estimation, altruistic in that you have concern for others who are invested in Pantheon. Can you clarify?
Seahawk, I personally thought we were having a good debate, l may come across as negative but I am equally happy to be educated by the positives. I object to your saying I am telling porkies, please point out where you think I have lied and I'll hold my hand up to that and retract. I have not knowingly lied about anything I have posted here.
Re "the value of the asset is understood by the entire market to be around 29 pence per share"
No it isn't.
The price of the asset is determined by the market
The value of the asset is determined by the fundamentals.
They are different because the activity of the market is driven by many factors other than an appreciation of the fundamentals.
In fairness our little duel I though was fine and to be fair whilst I don’t bother going into to much back and forth with people as I’m not trying to get people to buy or sell ….i have made my very substantial investment 7 figures and will hold add or sell based on the any new information I find warranted for the change. We are all entitled to our views. I have read all your posts which is unusual for me so I don’t have a full picture but what I’ve read so far seems just a difference of opinion. For me it’s a screaming buy and regardless of speculation one thing that is undeniable is we have an absolutely insane amount of oil in place and worth 100/1,000x our current sp (unless of course anyone here has better combined credentials than NS LK plus the states own geologists plus of course our experienced board members) and if there is such a person they certainly wouldn’t be on a bulletin board and even more so going against those names mentioned. Good luck all tomorrows a new day
Sirmark I don't care about difference of opinion or feeling of others or who or how much we make, however it's all a game and I genuinely hope you see a fantastic return on your investment whether you believe me, or I am along for the ride, I wish you well.
SirMark, you’ve invested over £1,000,000 in Panr?
Yes that's correct my investment is north of that, but there are many more who are a lot less vocal than me with significantly more than me... I'm a tiny fish compared to others here.
Sadly you are outnumbered on here by those who are a lot more vocal than you, with significantly less invested lol.
He isn't out numbered, we just don't fancy squabbling with the 88e folk on here and mostly talk on flights discord where it's factual information, not just trash people want to chat constantly because it dips every once in a while. We all know panr is going to rise and aren't looking at the daily ups and downs like most on here. It's definitely a buy.