RE: 88 vs Pantheon16 Dec 2025 09:26
02:03 - well to be fair to PANR, they are an active player on the North Slope, have a prospective gas sales agreement with the Alaska Gas Pipeline company and are current drilling at Dubhe 1, so while 88E may have the acreage they are reliant on a 3rd party for the funds to drill coming from Burgundy, they have tended to be late with their payments but so far have always delivered, however their next planned payments are orders of magnitude bigger than previous ones. In a way PANR and 88E are in a symbiotic state, should Dubhe 1 prove commercial then the story for 88E will equally transform, GLTA