Member Info for Brombarb

16:35

Thought I would take a look at the "planning graph" but all presentations pre Dec,2024 have gone.

https://www.pantheonresources.com/index.php/investors/presentations

"Keep in mind that things could happen sooner. If you look at Pantheon's planning graph, note that the EIS allowance, which greatly expanded the amount of time to FID, has a very substantial added overrun period. The Corps of Engineers has recently adopted regulations requiring it to actually process in 18 months. While the company is planning a very conservative time line, the EIS element could be substantially accelerated."

Pohaku 23/12/24

"

06:12

Good points made, just wonder if rather than just phase 1 they will go with the full project which would mean potential for full capacity of pipeline from day 1 and ultimately earlier amortisation.

17:09

I do not believe Great Bear Pantheon (PANR) have any exclusive deal with AGDC, what they have in their favour is clean gas that will not need cleaning up before transmission, which is important for Phase 1 development.

As for ourselves yes if we proved commeciality and went into oil production then gas produced as a bi product could well be sold into the pipeline rather than reinjected which is an obvious benefit BUT the AGDC deal works because the gas is bought by them at a price that takes into account some of the benefits accrued by the producer.

Big issue for us is if can we prove commerciality and then enter production and then of course you get into issues of what slice of the cake we may have at that juncture dependent on jv partner.

Seems crazy that an outgoing President is allowed to buff his legacy and make thing difficult for the incoming administration, Biden is not the first and wont be the last but it just seems that the public voted in November for a change and at that point Biden's mandate should have ceased and from then on only essential matters should form government business until the new administration takes the reigns.

Republicans and Democrats guilty of this mischief that ultimately costs the USA.

11:20

Forgotten about the oil we are producing in Texas?

23:20

Until recently OTC volumes have been small compared to AIM but 10 day average in OTC probably comparable to both AIM & ASX currently.

Shows how interest has tapered off in main markets.

09:07

News on commencement of FEED may give a boost, can not believe AGDC will not be pushing for an early resolve.

" The letter of credit will allow AGDC to unlock up to $50 million in private investment needed to move the Alaska LNG pipeline through FEED, the remaining development stage that must be completed before a final investment decision can be made. AGDC is in advanced discussions with potential project partners to privately fund and complete FEED and will

announce updates when new developments occur."

https://agdc.us/wp-content/uploads/2024/12/2024-12-04-AGDC-Statement-on-AIDEA-Resolution.pdf

16:56

Since we joint ventured with Burgundy Xploration the highest SP we have seen has been a tad over 4p and not as you mention, I am sure that everyone is aware of how far we have fallen you only need to look at the charts.

So Burgundy (with full access to all data) still see potential value in Phoenix and are scrabbling hard to raise the necessary finance to carry the next drill and extended flow test off the Icewine gravel pad.

Michael McFarlane is not a complete idiot so perhaps we can draw some comfort from his continued interest.

Do not like to comment on SP but lets hope progress today (so far) is able to consolidate :-)

08:57

Not strictly true COPL are producing in NPRA at Greater Mooses Toothe already.

12:50

I get what you are saying about the geographic location of Alaska to Asia but my original point was about your comment that PANR in particular would benefit, as far as I can see all O & G companies on the North Slope would benefit pretty well equally.

If China did exert such hard power as you describe I shudder to think of what might ultimately happen though.

Still until we are producing it is all moot in any case.

12:24

Pantheon are not producing any oil yet (excluding flow tests) and will not be producing for a few years yet so I struggle to see why they would be a significant factor in any military strategy just at the moment.

Merry Christmas and a happy new year to all :-)

11:11

Hope this helps.

https://www.londonstockexchange.com/indices/ftse-aim-uk-50-index/constituents/table

Just checked the FCA website for short positions and last update 20th Dec, must all be on holiday.

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

17:53

I think most of us would man up :-)

15:56

Thanks for your post.

One could ask why add in a "substantial added overun period" when it has had such an impact on FID, particularly in respect Aphun(Alkaid) which was planned for 2025FID with production 2026.

Until earlier this year FID for Aphun(Alkaid) was 2025 and it is now 2028 is that purely due to the EIS that is taking three years to produce?