Member Info for Brombarb

16:53

made me smile for a while :-)

16:47

As Mangrove Partners are now below the reporting threshold how would we ever know?

16:40

That UT sets the bar for which + or - % will be calculated tomorrow so I would very much hope we see Blue (at last!)

Also from RNS 8/9

" Preparations are presently underway to initiate operations and more detailed guidance and associated timing will be announced when available"

Tomorrow sees the admission of the 95,985,164 New Ordinary Shares to trading on AIM doubt much will happen before that, not long to wait let that settle and then hope for good new flow as Dubhe-1 progresses.

PS Those new shares will knock Qube below the reporting cut off, will they declare?

08:50

Any views on that trade at 17:28 last night?

16-Sep-25 17:28:09 25.30 2,385,000 Unknown* 22.20 0.00 603.41k O

06:00

https://www.youtube.com/watch?v=htobTBlCvUU

What does that actually mean in this world of manipulation!

16:41

subject to achieving FID for the Ahpun Project by 31 December 2028

In the July presentation target is 2027 or am I missing something, a reward for up to 12m late! Perhaps I am seeing something that is not there.

https://www.pantheonresources.com/index.php/investors/presentations/713-investor-update-july-2025/file page 18

16:41

To be honest I found her slot at the recent webinar pretty uninspiring although perhaps that was not to surprising knowing what was coming less than 2 days later :-)

Mangrove have declared at 0.46%, position reached 12/09/25 so no longer any need to declare.

https://www.fca.org.uk/markets/short-selling/notification-disclosure-net-short-positions

see historic for details of latest declaration.

12:20

I for one have appreciated your L2 postings and the conversations that those have instigated and even if I do not agree with you on every point it has engendered good debate from which we have all probably learnt.

"Do you have an estimated timeline for the US listing?

The Company has maintained its efforts to prepare for a US listing, including considerations to ensure we protect all of its shareholders (including those in the UK). The precise structure and timing are subject to the counsel of expert advisors retained by Pantheon but the underlying work to ensure readiness to capture the optimum market window is being done, with a high level target of late 2025 to early 2026."

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

" Contrarian8888 " sounds like a chapter of the bible:-)

Some good posts on both sides of the argument.

I think I lean to view that the company ultimately got the placing away quickly and that we should all ultimately benefit from the company being financed until at least the US listing.

I will treat this episode as learning experience and hope that in a few weeks the SP will be much higher.

We will all have to review our commitments if Bricks gets his FCA investigation!

Not that I am expecting much based on the FCA's track record and I hope it does not happen.

Case of careful what you wish for!

I know this was posted recently but other news has probably meant many missed.

Think that the fact that 8 Star ( Glenfarne /AGDC) are negotiating agreements for supply of pipeline is very encouraging as we near FID.

"Rex Cannon, co-president of 8 Star Alaska, said last month that the firm intends to make a final investment decision on the first phase of the project before the end of the year."

https://finance.yahoo.com/news/developer-proposed-trans-alaska-gas-213925834.html?guccounter=1&guce_referrer=aHR0cHM6Ly9kdWNrZHVja2dvLmNvbS8&guce_referrer_sig=AQAAABBNAwbWxoWKxdHgIvFfuUBNisdeiqfIJ3JnYNjV9ZntbPnLMGH3Br0dPNaS-eryQc6fMqHDTlxmLzYJ_a7K4FSOTjpnpAMGGY9WhNvihWwQjo_cR-twURzwhr4EIB2ehIqLtF1E-siJF7IcI31iQ7dmcjXK6y3p4GCgMEvU5vPp

22:32

Qube borrowed just enough shares to reach 0.51% and then need to declare, coincidentally putting themselves back into a similar position to January this year.

Did they feel the need to go public with the short?

New declaration

Mangrove Partners IM, LLC Pantheon Resources GB00B125SX82 0.56 11/09/2025

Qube Research & Technologies Limited Pantheon Resources GB00B125SX82 0.51 10/09/2025

Anyway enough of the moaning whats happened has happened anyone coming to this board would think there is a concerted campaign to get the SP down to levels below the placing. :-)

Happy weekend all.

16:02

Well I can't see one, but I am often wrong.

David Hobbs is no fool if its necessary and it may be for the gas pipeline then we would get an ESG consultant draw up a plan and tick the boxes.

15:20

I do not recall any other O & G outfit giving detailed time lines in respect of their operational (drilling) activities to much can go wrong that could lead to delays and calls of failure, just accept that everything appears to be going to plan, there is completion, perforation and stimulation to happen before we get near flow tests and they are the acid test, all that happens between now and then is unlikely to make a huge difference to the SP even though I do hope for some recovery.