Member Info for Ayecuramba

Would have been nice to offer existing shareholders a way into this offering :-(

Had a gluten free tiger bap toasted with plum jam and a cuppa breakfast tea in a mug :-) Nice work!

Take it no one has seen anything about the ASX Listing, coming up to 2 weeks since the team have been down in Australia, was wondering if anything had leaked out about how things were going?

15:34 - companies usually have to issue news of a significant nature as it happens, so I would think there will be a TD announcement (maybe with production update which would be nice but not required) they may give a timeframe for analysis or they may just say they will begin analysis, time will tell :-)

09:32 - know it may have been posted before to the PTHRF chat on StockTwits but thought our US investor friends would be happy, Slide 24 with Great Bear Pantheon specifically called out on the supply side is a very nice mention :-)

09:10 - yeah thanks for your concern Alex, a great day :-)

08:45 - mine is to, so a good day for both of us :-)

18:07 - adding lies to your list of bullying tactics, doubling down on your lack of morale compass, surprising no one, another day in the office for you :-)

16:57 - hard to remember you are on the PANR board when your long and rambling posts get the better of you, Brom comment was perfectly reasonable the lull in news is clear, many things announced and just waiting of confirmations, that was all he was saying…

03:13 - as always we will see if and when that happens, think they would have already said they would not pay if that was their intention/belief, by giving 88E the $1M already says to me a coming that will do all in their power to pay what they owe as they (unlike many here) may see some value in paying their due :-)

Think they said would like be a non public arranged listing so take it that’s why we have seen no public prospectus. Anyone heard anything in the ASX market about how things are going?

09:41 - while markets maybe volatile due to tariff trade because O&G is seen as a beneficiary of the new policies I think PANR will weather any market storms well and the upcoming news flow will drive us higher.

Never say never but I think it’s unlikely, enough existing producers just ready to bring more online in light of new regime, but we can dream :-)

10:08 - '83 mile pipe line' what is this referring too Mark, they are less than a mile from the main oil pipeline, is this the proposed gas pipe line you are referring too?

They wouldn't use trucks by the way for the gas but would be reinjecting the gas until the time when the gas pipeline is in place at which point again it will be within a mile or 2 of the well so will just be tapped in, sorry if I have misunderstood your comment...

Never easy to forecast but with luck it may not be til next week, fingers crossed for you lee :-)

Well others may correct me if I wrong but the full production from Megrez-1 will have to wait until the EIS (Eviromental Impact Study) is complete, this is not expected until at least late 2026, so no production in the short term. The flow tests will just scale the business and gives the markets an idead of the reserves and potential production levels. As has already been said this find is expected to be one of the biggest of this year so that will definitely drive the share price this year :-)

No guarantees but there are multiple positive factors that are coming over the next 6-24 months, Alaska gas pipeline progress and primarily in the next month or 2 the results from the drilling of Megrez-1, so would say with your timeline you can expect some significant events even tho full production may not come til after 2026...

While I am sure DeepSeek has some lessons to learn for the incumbent US AI companies and once this has been learned the demand will still be massive, if I think about (and I would class myself as an average user) the potential future load from AI queries I believe today we are only around 2-3% possibly of the load. In 5 years time I think AI queries will grow 50 fold, don't just think about your queries think about devices where queries are integral to doing so many things in the background to make your life more straightforward, this will be the real load of AI an it hasn't even started yet.

So in answer to your question, while DeepSeek is more efficient certainly is not the case that it doesn't 'cost anything' by a long shot, so I think the plans for Data Centers will continue as the big US players look to be part of the future of computing :-)

08:41 - still not the BHL channel, is no one on the BHL chat interested or something :-)

18:52 - the basis for my investing is my own, I don’t feel I need to answer you or anyone else, your unnatural interest in 88E is weird but you seem set on it so knock yerself out, good day to you sir :-)