Member Info for BricksSA

Lols Shareguru….you still here ? Helping shorters close their CFD’s no doubt ….small window left imo.

I gleaned this from co pilot :-) seems like public comments is now officially closed which imo means no objections were raised as per below notice.

The Alaska Department of Natural Resources issued a public notice regarding the Dubhe-1 exploration well by Great Bear Pantheon, LLC. Here are the key details:

* Project Overview: The company submitted a Unit Plan of Operations Application on March 19, 2025, seeking approval to construct a gravel pad and drill the Dubhe-1 exploration well.

* Location: The proposed gravel pad will be 1,500 feet west of the Dalton Highway, about 27 miles south of Deadhorse, within the Talitha Unit (TAU).

* Construction Details: The gravel pad will measure 500 feet by 310 feet, covering 3.56 acres. A gravel drivewaywill be five feet thick, 50 feet wide, and 1,400 feet long.

* Support Facilities: The site will include a satellite office camp, storage areas for fuel and drilling waste, and maintenance buildings.

* Timeline: Gravel work is expected to begin on May 15, 2025, followed by drilling operations in July 2025.

* Public Comments: The Division of Oil and Gas is accepting written comments until May 6, 2025, at 4:30 pm Alaska Time. Comments can be sent via email to dog.permitting@alaska.gov or mailed to their Anchorage office.

Seems like everything is lining up nicely now….PANRs “Show me “ well the critical part missing at this stage. Still holding fumbs and toes !! GLA

Is this not an agreement then ?

https://agdc.us/wp-content/uploads/2024/06/240604-AGDC-Pantheon-RNS.pdf

Paid derampers like you working for shorters don’t fit my agenda .

Https://www.adn.com/politics/2025/06/02/top-trump-officials-visit-prudhoe-bay-vowing-to-see-big-beautiful-pipeline-built/

Nor do you add any value Shareguru….you made this statement yesterday…. “because there’s a fake £50k order in… moooon”

And you still have not had the decency to respond as to how you know it’s a fake order ? You actually questioning the integrity of the information provided by this very same website……you yourself don’t add any value whatsoever to this BB

Answer my question please….how do you know the 50k reported today is a fake buy .?

Shareguru….you put the integrity of London South East by stating it was a fake order for 50k…..how do you know this and what gives you the right to make such a statement.

Https://alaskabeacon.com/2025/05/13/momentum-matters-in-alaskas-gasline-project/

Thanks Tony. Interesting next few months. I guess the proof well may be the catalyst . Holding fumbs and toes !!

Thanks Tony…So at what point can the oil and gas reserves be classified as an asset in PANR,s balance sheet? This will no doubt imo be the catalyst for the share price to increase radically.

He is a paid de ramper Rabito….you should treat him the same as the obvious rampers imho….ignore him :-)

Pantheon Resources (PTHRF) currently has a share price of $0.3350 as of May 23, 2025. Based on available forecasts, analysts have set a price target of $0.46. However, there is no consensus rating from analysts at this time.

Analysts in the USA who predict the share price for Pantheon Resources rely on various financial models, market trends, and company performance indicators. According to sources like the Wall Street Journal and MarketBeat, Pantheon Resources has received analyst ratings and stock price forecasts2.

For example, MarketBeat calculates consensus analyst ratings based on recent evaluations from Wall Street analysts, assigning a "Buy" rating to Pantheon Resources. The Wall Street Journal also tracks analyst estimates and ratings for the company.

While these analysts are professionals with expertise in financial markets, stock predictions always carry some level of uncertainty.

StockScan's forecast for Pantheon Resources (PTHRF) suggests a generally positive outlook for the next 30 days, with an average price target of $1.1048, representing a +33.75% increase from the current price of $0.826.

Looking further ahead:

* 2025: Expected to reach $1.2006 on average, with a high of $1.7465 and a low of $0.6547.

* 2030: Forecasted to hit $5.285.

* 2040: Projected to climb to $16.12.

* 2050: Estimated to reach $19.83.

These predictions indicate a long-term bullish trend, but as always, stock forecasts carry uncertainty.

Here's a breakdown of how different analysts justify their valuations for Pantheon Resources:

Oak Securities: Their fair value estimate is 52.3p, reflecting a conservative approach that factors in 25% of the full success case valuation for the Ahpun-West asset. They increased this from 20% due to growing support for an Alaskan natural gas pipeline.

MarketBeat Analysts: The consensus price target is 79.50p, with some estimates reaching 85p. This suggests a more optimistic outlook compared to Oak Securities.

Simply Wall St: Their valuation model considers Pantheon Resources significantly below fair value, but lacks sufficient data to calculate an exact fair price.

StockAnalysis: Reports a market cap of GBP 483.09 million and an enterprise value of GBP 478.06 million, but does not provide a specific price target

52.3p fair value now. I don’t think their timing could have been better.

And last but not least….I like the self funding bit :-)

We note that the profitability of the Ahpun-West project, based on the cash generated by the liquids, would make the project self-funding with relative ease. In that context a “show me” well that proves the productivity of Ahpun-West would likely serve as a key to unlock both the latent value of the project and a funding solution to develop it (assuming the Alaskan gas pipeline project proceeds as expected). The planned Dubhe-1 well is intended to be the “show me” well for Ahpun-West.

I agree….not risky at all as per below cut and pasted from Oak updater.

The Dubhe-1 well has, in our opinion, a higher chance of success than any prior wells because i) Pantheon Resources is drilling into a known resource that has been ascribed 282 million barrels of recoverable liquids and 804 billion cubic feet of natural gas on a best-estimate contingent resource basis (2C), ii) the company has strengthened its operational capabilities iii) the company will optimize the well design to incorporate learnings from prior wells, and iv) the company intends to drill Dubhe-1 into an optimal well location in the heart of the resource.

Excellent….this supports my view that too much emphases has been placed on this BB on a failed Megrez add on.

The business case is still there !!!