Member Info for Ayecuramba

15:39 - no worries, have a good weekend :-)

15:16 - thanks for the education, always here for the little guy Ross :-)

13:08 - that's why it's so reassurring to have you here Ross, carbon copy mate, so obvs :-)

Interesting, what is the company saying?

https://x.com/pantheonresour1/status/2055274334315303390?s=46

11:18 - hmmm 'One last post from me for a while,' whatever you say Ross :-)

Hmm, wonder what they know, maybe a friend of the CEO LoL

Headline; Fox-Davies sees nearly triple upside in CleanTech Lithium after Chile licence breakthrough

Detail extract, interesting; Even at 80% of the base case lithium price, the project retains an after-tax net present value of roughly $546 million, approximately 20 times the current market capitalisation.

https://www.proactiveinvestors.co.uk/companies/news/1092289/fox-davies-sees-nearly-triple-upside-in-cleantech-lithium-after-chile-licence-breakthrough-1092289.html

RA issued an update today saying they were in the process of testing their Namibia well which is in the same formation as the 88E PEL 93 area, due to be tested at all levels between now and the end of July '26 for final results and confirming the opportunity within the basin :-)

New interview by Edison with CTL's CEO Ignacio Mahech, another in a long line of interest raising interviews and firming up ASX Dual Listing timelines;

https://www.youtube.com/watch?v=tuJw-Ec2YSg

15:52 - think the price target of 22p is reasonable for the stage of development they are at, would expect an upgrade once CEOL is finally ratified and once we start to see broker notes coming on the back of the ASX listing later in the summer :-)

15:46 - no need for a miracle, just the deal the BoD are working on coming to the surface, it will happen just need a little patience :-)

10:58 - think your brown envelope comment always says more about your views than the reality in Chile but hay always puts a smile on my face when you make it. In terms of government takeover, they have been a mining country for over 40 years and it hasn’t happened yet, so will look forward to hearing from you next year with your views :-)

Interesting, extract from the article;

> The broker reiterated its 'buy' rating and 19.8p target price on the AIM-listed

> company, implying 1,366% upside from a 1.4p share price.

https://www.proactiveinvestors.co.uk/companies/news/1092048/bullish-broker-tips-88-energy-for-substantial-upside-1092048.html

16:03 - charting maybe relevant in the absence of news, so I thank you for that, however, we are in the holding pattern for significant news which is likely to blast thru any charting levels one way or the other, admittedly probably more like June to August timeframe, so no one expecting a fast move quite yet but when it happens it will likely be out of the blue :-)

12:15 - the promise on large returns is based on the oil in place, reality is PANR never have the capital to realise these fields to commerciality, the small drill they tried so far did not yeild the payback they were looking for to develop their biggest oil and gas potentials, a new players who is interested can provide the capital to deliver the potential, this is not in question :-)

Coverage by Proactive about the changes to the PEL 93 arrangements;

https://www.proactiveinvestors.co.uk/companies/news/1092025/88-energy-amends-namibia-venture-agreement-as-it-focusses-on-alaska-1092025.html

09:41 - exactly, 10 years ago eh, maybe was banned for spamming his old rubbish too much, I think 12,279 posts since Apr 2023, says a lot about the quality of his posting, quantity over quality it is clear or just a legend in his own lunchtime, thanks for the hollow warnings and see you in another 10 years :-)

Ps. it's an exploration company not a production company, just in case you weren't aware...

18:09 - the currently announced plan is 2027 Q1, no specific spud date as the they are still looking to confirm the partner for the Augusta 1 well, I believe this is due to be announced in Q3 2026, however I understand the planning is in full swing right now ahead of this, hence the booking of the rig.

19:56 - well currently at US$28.5 per Kg, the current recently released CTL PFS is NAV US$1B is based on US$22 per Kg I believe, so the economics are certainly well above this right now, seems like with the Lithium market moving into a net deficit of supply projected from 2027 thru 2032, this will only be more supportive of a higher Lithium commodity price, time will tell, GLTA :-)

18:28 - share consolidation does not effect capital value it just changes the number of share held and proportionately changes the value, so the price holding is the same, not sure how this means you have to sell anything at a loss other than if you just need the money out of course...