Member Info for BricksSA

And of course we have the shorters like flies all over a dead horse appearing out of nowhere.

Hmmm…I’m getting the feeling someone has said it’s water again…..but they fail to understand that’s exactly what e will get for the first 10 days as per last RNS…..imho….flow testing has started and this share price drop is the result of mis information

Brombard….fyi I found this on his profile 11th Dec….PANR post “ Sell on news brigade, I've sold & glad I did.”

Digging a deeper hole perhaps ? 🤔

Lols 😂…..maybe just maybe….Im right !! Or were we all borne yesterday? How many shares did he say he has?

So did Leesteuk and bobsknees :-)

Marcianofan, just registered today I see….boredesignner, Leesteuk and bobsknees all from the same school perhaps ?

Id also be sweating 😅

Too late buddy…good luck…this was fired off to market abuse.

bobsknees and Leesteuk are posters on LSE who are shorting PANR shares.

Kindly investigate whether firstly they are entitled to short this share and secondly whether they are being honest with their dealings.

Many thanks.

And if you don’t respond timeously I am reporting both of you to the FCA as shareholders here have had enough of this shorting and it’s far too manipulative imho.

Why was your other post deleted bobsknees ? You responded to a post from me to Leesteuk? Are LSE implicit in this devious method of manipulation? Do you perhaps work with them as well?

“Dhube the Lion and the Jungle Jesters"

In the heart of the jungle, where the vines twist and twine, Lived Dhube the lion, majestic and fine. With a mane like fire and a roar like a drum, He ruled the wild lands where the monkeys would hum.

Now enter two jesters: Leesteuk and Bobsknees, Who thought they could prank Dhube with relative ease. They painted his tail with polka-dot flair, Then danced around shouting, “Nice jungle hair!”

Dhube blinked once, then gave a sly grin, “You think you’re clever? Let the games begin.” He chased them through rivers, he chased them through trees, He even chased Bobsknees out of his dungarees.

Leesteuk tripped over a toucan’s perch, Bobsknees got stuck in a coconut church. Dhube just laughed, with a regal chuff, “These jungle clowns have had enough!”

But instead of a bite or a swipe of his paw, Dhube declared, “You’re under jungle law!” He crowned them both “Fools of the Wild,” And made them his jesters, forever beguiled.

So now they perform, day and night, For Dhube the lion, in spotlight’s light. And though they were bested, they’re happy as peas— Leesteuk and Bobsknees, the kings of Dhube’s tease.

Leesteuk means I f@@k the lion….get it ? Anyways what I say is the lion is going to F@@@ you !! I thought you were Leesteuk and now you respond with bobskees !!!!!

Again like Stas yesterday…..you obviously have two logons and work for Qube and are a shorter so let’s debates why you are shorting PANR rather than post crap all the time…..Have a great day sir and don’t forget the window is closing shortly.

The Lion is going to steuk you boet !!

Rodney…next week this time …..-)

Nice one ….Alfista…love it :-) However, it’s not just a hole anymore. It’s a Swiss cheese of geological ambition. They’ve turned the subsurface into a deluxe spa for sand, while the water’s on a round-trip ticket hoping to bring oil and gas souvenirs back from its underground holiday.

Max is probably sitting in a dark room with seismic charts, chanting to the gods of pressure and permeability. Until the water finishes its scenic underground tour and sends a postcard saying “Wish you were crude,” we wait. Patiently. Like caffeinated meerkats.

We hope this request finds you well—and ideally somewhere near the Dhube well, preferably with a drill bit in one hand and a press release in the other.

Now Max, we say this with all the love and caffeine-fueled desperation of a shareholder watching the PANR share price do the limbo: how low can it go? We know you're busy wrangling hydrocarbons and deciphering seismic data, but we need a little something from you. A whisper. A wink. A well test. Anything that might suggest Dhube is more than just a desert mirage.

Because here's the thing: every time we get a glimmer of good news, the shorters show up like uninvited guests at a wedding buffet. They’re feasting on our optimism, Max. They’re shorting PANR like it’s a sport, and right now, they’re winning gold medals. We, on the other hand, are left clutching our spreadsheets and wondering if we should’ve just invested in alpacas.

We’re not asking for miracles (though we wouldn’t say no to one). We’re asking for leadership. For a little shareholder CPR. For you to channel your inner oilfield cowboy and ride in with an update that sends the shorters running for cover like they just saw a margin call.

This isn’t just about Dhube. It’s about morale. It’s about momentum. It’s about reminding the market that PANR isn’t just a ticker—it’s a ticker with teeth. And Max, you’re the one holding the floss.

So please, give us something. A flare. A flow rate. A cryptic tweet. Anything to let the world know that Dhube is alive, kicking, and preferably gushing so that Stas and all PANR faithful can put these shorters in their place once and for all :-)

Yours in bullish solidarity,

The Retail Resistance (The PANR faithful)

Thanks Stas…FCA have got a few algorithms no doubt which help them detect these types of trades. I agree with Brombard…just the tip of the iceberg. PANR will not fly until the shorters have clawed their way back with the help of MM’s imho…the last updated investor presentation gives me a lot of confidence however in the new PANR management team and their strategy is spot on. Dubhe will show and tell very soon !! Hopefully before the shorters have clawed back !

I also expect an RNS this week as all news reported to date can only be described as exceptional as regards Dubhe so expecting this to be a momentous moment for all shareholders and PANR management team. GLA.

Tony…yes you are correct.

As of December 31, 2024, ConocoPhillips reported total assets of approximately $122.78 billion and net proved reserves of 7,812 million barrels of oil equivalent (MMBOE), including 3,514 million barrels of crude oil.

Here’s a detailed breakdown of the latest financial and reserve data:

ConocoPhillips Balance Sheet (as of December 31, 2024)

Total Assets: $122.78 billion

Total Liabilities: $57.98 billion

Total Equity: $64.80 billion

Working Capital: $3.52 billion

Capital Lease Obligations: $940 million

Net Tangible Assets: $64.80 billion

Oil & Gas Reserves (as of December 31, 2024)

Total Net Proved Reserves: 7,812 MMBOE (up from 6,758 MMBOE in 2023)

Crude Oil Reserves: 3,514 million barrels (up from 3,121 million barrels in 2023)

Natural Gas Reserves: 2,606 MMBOE (up from 2,287 MMBOE in 2023)

And they pay annual dividends….so in your humble opinion how do we rate ?

I think you are missing the point completely Tony.

Pantheon has 1569 mmbbl

ConocoPhillips 600 mmbbl

Santos 397 mmbbl.

Think about that :-)

Pantheon Resources (PANR) holds a significantly larger resource base than its Alaskan competitors, yet trades at a much lower valuation per barrel, suggesting potential upside if development milestones are met.

Here's a comparative analysis based on the October 2025 investor presentation and current market data:

Resource Comparison

Company Project Oil Resources (MMbbl) Gas Resources (Tcf) Working Interest Valuation Estimate

Pantheon (PANR) Ahpun + Kodiak 1,569 6.6 100% ~$8B (target)

ConocoPhillips Willow ~600 Not disclosed Majority Not disclosed

Santos Ltd Pikka Phase 1 ~397 Not disclosed Majority Not disclosed

* Pantheon’s 2C resources are more than double those of Willow and nearly four times Pikka Phase 1.

* Pantheon also has a precedent gas sales agreement with AGDC for up to 500 mmcfd at $1/mmBtu, adding monetization potential.

Valuation & Share Price Comparison

Company Ticker Share Price (Oct 2025) Market Cap Enterprise Value $/BOE (Implied)

Pantheon (PANR) AIM:PANR 29.25 GBp (~$0.37) ~$493M ~$478M ~$5/barrel

ConocoPhillips NYSE:COP $88.03 ~$105B ~$110B+ Much higher

Santos Ltd OTCQX:STOSF $4.21 ~$13B ~$15B+ Much higher

* Pantheon trades at a steep discount to its peers on a per-barrel basis, despite having a larger undeveloped resource base.

* Its enterprise value of $478M implies a valuation of ~$5/BOE, compared to much higher multiples for ConocoPhillips and Santos.

Strategic Advantages of Pantheon

* 100% ownership of 258,000 acres on Alaska’s North Slope.

* Located adjacent to Trans-Alaskan Pipeline (TAPS) and Dalton Highway, reducing infrastructure costs.

* No federal land exposure, simplifying permitting.

* Dubhe-1 well results exceeded expectations; flow testing in Q4 2025 could be a catalyst.

Summary

Pantheon Resources offers a compelling value proposition with:

* A larger resource base than its competitors.

* Strategic location and infrastructure access.

* Lower valuation, suggesting upside potential if development progresses.

However, risks remain around execution, permitting, and financing, especially given the early stage of development compared to ConocoPhillips and Santos.