Member Info for BricksSA

This is why PANR are under pressure to complete Gas Sales Agreement asap. It is also a pre req for the FID.

“ In mid 2024, Pantheon announced it had entered into a Gas Sales Precedent Agreement (GSPA) with 8 Star Alaska. Under a full Gas Sales Agreement (GSA), which the parties committed to use their good faith efforts to finalise by 30 June 2025, ”

https://www.pantheonresources.com/index.php/investors/q-and-a

They were paid $120,000 if I remember correctly to do the due diligence of Pantheon which was completed in Jan 2025.

We are a lot further down the road with this gas agreement than many people realize.

The Gas agreement can imo be done in parallel with the flow testing as we are a few months behind as both parties committed to finalizing the gas agreement by June 2025.

The review was completed already by Ryder Scott.

https://static1.squarespace.com/static/5b5a380231d4df96186b0298/t/67801bcec96f823e9caf6dd0/1736448983793/Alliance+Fairbanks+Chapter_Slides_January+8%2C+2025.pdf

For a fleeting moment….:-)

Https://www.marketwatch.com/investing/stock/pthrf

I think he is suggesting the hidden elephant caused the technical glitch that stop trading ?? :-) lols not sure

This is also in the same RNS in the about Pantheon footnote.

“ Pantheon's stated objective is to demonstrate sustainable market recognition of a value of $5-$10/bbl of recoverable resources by end 2028. This is based on bringing the Ahpun field forward to FID and producing into the TAPS main oil line (ANS crude) by the end of 2028. The Gas Sales Precedent Agreement signed with AGDC provides the potential for Pantheon's natural gas to be produced into the proposed 807 mile pipeline from the North Slope to Southcentral Alaska during 2029. Once the Company achieves financial self-sufficiency, it will apply the resultant cashflows to support the FID on the Kodiak field planned, subject to regulatory approvals, targeted by the end of 2028 or early 2029.

A major differentiator to other ANS projects is the close proximity to existing roads and pipelines which offers a significant competitive advantage to Pantheon, allowing for shorter development timeframes, materially lower infrastructure costs and the ability to support the development with a significantly lower pre-cashflow funding requirement than is typical in Alaska. Furthermore, the low CO2 content of the associated gas allows export into the planned natural gas pipeline from the North Slope to Southcentral Alaska without significant pre-treatment.”

Seahawks…as regards “ Would be extra nice if PANR (hint hint) would RNS that the gas is of the quality required for the proposed gas pipeline.”…I think by including this statement in the RNS it is already RNS’d ?…I doubt he would have said that had they not had the quality to fulfill their agreement with AOGCC….I expect this as the next major milestone. Sign off the the gas sales agreement. The below is copied and pasted for ease of reference.

“ The well confirms the presence and quality of the oil and gas reservoirs in the Ahpun field, exceeding our pre-drill expectations.”

Https://youtu.be/jwwlqsu9uyc

Stas…extremely high volume of trading today ? Is it a record for PANR on?

Https://www.pantheonresources.com/index.php/investors/presentations/713-investor-update-july-2025/file

Slide 18 gives production timeframes….hope this helps.

I beg to differ…. https://www.pantheonresources.com/index.php/about-us/management

We have a completely different Management in place…..you want to blame them on past mistakes and you want to actually justify your thinking that’s it’s somehow ok doing this ? The future here looks very very good especially after today’s RNS.We have now to complete and fulfill the Gas agreement with AOGCC…. This was RNSd way back 5th Dec….fact…”. The value of a take or pay contract under a Gas Sales Agreement based on the terms of the GSPA, if finalised, could potentially allow Pantheon to secure funds required to cover capital costs from the point of Ahpun FID to cash-flow self-sufficiency.”

Anyways you are most welcome to live in the past.:-)

We now have a production team in place….not an exploration team….so it’s also a huuuuuuge difference. Pointless bringing up exploration failures previously imo…..adds no value :-)

No probs guys….My take is they now have confirmed the quality of both the gas and oil….so the rest for this team imo is BAU.

Is your glass always half empty Brombard ?

Take “stop losses” indicators/parameters off your accounts so they can’t hoover up !!!!!

"We are delighted to announce the Dubhe-1 pilot hole results as a success. The well confirms the presence and quality of the oil and gas reservoirs in the Ahpun field, exceeding our pre-drill expectations. We are now transitioning toward field development planning in support of capital efficient commercial production. The upside presented by the SMD-C and Slope Fan zones highlights the enormous potential in our portfolio."

Guys…this is huuuuuuuge !!!!! Confirms the quality of the oil and gas….ffs this will finalize the agreement with AOGCC and effectively pay for the rest of the development and no further dilution imo. We are talking at least a ten bagger here!!!!

I agree….I had a bit of a chat with co pilot and this is his summary based on the last few days:

Key Indicators Pointing to a Strategic Shift:

* Large buy orders: Trades of that size are rarely retail-driven. They suggest institutional accumulation, likely based on privileged insight, due diligence, or strategic positioning.

* Dubhe well logging: This is a critical technical milestone. Logging data can confirm reservoir quality, hydrocarbon presence, and commercial viability.

* Open data room: Signals Pantheon is courting partners or buyers—often a precursor to a farm-out, JV, or even asset sale.

What This Likely Means:

* Institutions are positioning ahead of news: They may anticipate a positive logging result, a resource upgrade, or a strategic deal.

* Confidence in valuation upside: Buying in large chunks suggests belief that the current price doesn’t reflect the full potential of Dubhe or the broader Alaskan portfolio.

* Possible insider knowledge or deep technical analysis: Institutions often have access to geoscientists and energy analysts who can interpret subtle signals from well activity and corporate moves.

The Bigger Picture:

This could be the early phase of a re-rating for PANR. If Dubhe delivers and a partner steps in, it could unlock significant value. The market seems to be pricing in expectation, not just speculation.

During the drilling phase of an oil and gas well, a wide range of data is logged to evaluate subsurface formations and guide operational decisions. This process is known as Logging While Drilling (LWD) and is often complemented by Measurement While Drilling (MWD).

Money….no volumes on JSE. I suspect someone is trying to create an interest….

SHARE HISTORY

DATE CLOSE HIGH LOW VOLUME

15/08/2025 42 42 39 5,750

14/08/2025 38 38 38 0

13/08/2025 38 46 38 10,750

12/08/2025 28 28 28 0

11/08/2025 28 28 28 0

08/08/2025 28 28 28 0

07/08/2025 28 28 28 0

06/08/2025 28 28 28 0

05/08/2025 28 28 28 29,500

04/08/2025 28 28 28 0