Member Info for Ayecuramba

13:22 - have to see how this process developes and what the relative costs are vs the DLE method we have chosen. We are far enough away from production that if this method proves more efficient or less expensive we could look at this. The advantage of the DLE method we are using, is how easily the once Lithium extracted brine can be returned to the Salar, have to see if this new method also allows that :-)

20:29 - well Cavendish yesterday seems very bullish on 88E, lets see :-)

From Cavendish note;

The acreage “provides investors with a differentiated Alaskan investment proposition” and described the prospectivity as “low-risk, low-capex” and capable of being “rapidly commercialised to generate near-term returns," the broker said in a note.

10:51 - it has happened here before and it will happen again, seen it many times, still have no clue why anyone would find joy in others being wrong but that is not how I am made :-)

10:42 - While they could, would they. With 159% profit on their sold portion I think they view the remainder as an almost free ride and likely something to sell into rising prices as the next 6 months evolves on the stock, that's is what I would do (so maybe they won't LoL)

10:40 - if you mean the nearly CEOL then sure you mean it is price out, if it is price in then the stock will bounce once it is announced. Anyway who can really say what is priced in or not, lets see where the stock is in 2-3 weeks then we will know one way or the other :-)

10:34 - I don't think there would be any kind of merger with Pantheon, 88E is an oil explorer, they have leases adjacent to Pantheon, Pantheon themselve are currently seeking a farm in partner to fund field production development, that partner will likely have deep pockets, should 88E's lease suite their objectives and aspirations then no reason 88E couldn't receive an offer for the but that is completely hypothetical right now, until we know who PANR find and what they want to achieve, makes for an interesting stock environment tho :-)

10:24 - OAK super bullish, pulling in first Kodiak production from 2034 to 2031 and issuing upside to 448p, a 37 x on todays share price with all resources in production vs 12p today, nice...

From 16th March Oak Note;

Tremendous Upside – 448.3p full success-case valuation: Trading at a mere $0.08 per barrel of 2C liquid resources, Pantheon Resources clearly has tremendous upside potential. With the focus shifting to the super-giant Kodiak field (1.2 billion barrels of 2C recoverable liquids as estimated by Netherland Sewell and Associates) we see scope to unlock tremendous latent value at Kodiak based on our 261.2p success-case valuation estimate for Kodiak (448.3p with Ahpun included).

10:11 - clearly there is a lot of awareness of the company from past cycles, sure it may take a while for some of those investors to get back in, maybe they will wait for events such as the release of the PFS (2-3 weeks) or the confirmation of final government approval of the CEOL (likely 3-5 weeks) but whatever it takes there will also be people quietly trying to build their position with spooking the share price, good luck to them, maybe some will join them and reap the coming rewards :-)

10:00 - clearly there is zero trust in the delivery of anything to plan, we have to accept this, those that can read the room are already in and those that think the past will be repeated are sitting on the side to say 'told u so' we just have to accept the price is not moving until results and then watch the unruly stampede from the sidelines, only 1 more trading day to get thru then we will all know :-)

04:36 - think there is close to zero change of acquiring Pantheon but haveing said that we are on adjacent acreage to them, they are in the process of looking for a farm in partner with deep pockets they could potential view the 88E acreage as something of interest that would be inexpensive (for their pockets) to acquire the rights to :-)

00:05 - sounds like more happened in that meeting for T&T in that weekend than has happened in the last 10 years for the O&G industry in Trinidad & Tobago, big things in play here with big consequences :-)

17:04 - well sure he is not cring too much, 1st Jan we were at 6.9p now we are at 12p, greate move in only a few months, lets see what next week brings and maybe we can turn your gamble into an investment decision :-)

17:13 - the CEOL I do not believe was baked in but with it needing to receive final sign off from the comptroller it is for those seen as not in the bag, however for those wishing to accumulate and get in ahead of the final announcement it is a great opportunity. Also with the PFS release being 2-3 weeks away, for those needing official numbers on the business again they will wait til this is released, for long term holders we have waited this long, what's another few weeks for the boom :-)

12:02 - so just for balance what percentage do you think CR3 has of being non-commercial? I understand your comment about before RNS it is gambling and after RNS it is investing, however I believe a lot of people will like to weigh the situation up and that is obviously down to the individual as with certainty comes lower returns but also less chance of losses, so understand :-)

11:00 - maybe you heard the thing about past performance being no indication of future returns, the reverse is also true, here's to the future not the past :-)

23:27 - that is the value of the whole field, it won’t produce that every year but will likely produce that over the 25 year lifespan of the project, this is why we need the PFS to properly evaluate the value :-)

17:32 - or was it 99% of people weren't sure the CEOL was going to be approved as it wasn't last time, so the CEOL wasn't priced in, you decide :-)

16:31 - nice to see you back here sharing your cheque collection :-)

This stock is a 3-4 year runway and the price at the end of that time will be mutiples from here, so for the day traders well done and for the prospective long term holders, there is a lot a lot of upside from here :-)

14:47 - think there is an amount of key things that need clarification for some people and they are happy to wait for the seminar this afternoon. Also I would say we have yet to see any analyst notes which will likely come tomorrow, this will trigger another wave of interest, early doors yet, they will come, this is where the money is :-)