Member Info for Brombarb

Pikka into production this quarter, that's is big news for Alaska & Santos.

How we could do with a 8000 bbl well :-)

https://www.santos.com/news/2025-fourth-quarter-report/

12:41

Agree.

If nothing else dual listing on ASX means quarterly activity reports, as it is intrinsically historical most of the data will already be known but there are always some little treasures hidden in the report.

Wait and see as to what happens in 2026, if Bex are to drill at Icewine this year they need to do quite a bit still.

Remember we will have to pay SOA the balance due on the new leases _mid year - A$0.8M.

Not related to 88E but may be of interest to some.

https://www.adn.com/alaska-journal/news/2026/01/29/conocophillips-aims-to-continue-ambitious-winter-drilling-plans-despite-toppling-of-monster-north-slope-oil-rig/

Nothing to do with PANR but may be of interest to some.

https://www.adn.com/alaska-journal/news/2026/01/29/conocophillips-aims-to-continue-ambitious-winter-drilling-plans-despite-toppling-of-monster-north-slope-oil-rig/

14:14

The only director to amass a sizeable shareholding was Dave Wall if I remember correctly ~240M and enough to put him into the TOP 10 shareholders, of course a proportion of that was options, performance shares,shares obtained via the purchase of XCD but also some purchased on the open market.

The original directors of 88E all held nominal ammounts unlike the current board.

16:27

FCA historical report states that Qube notified at 0.49% position reached on 23/01/2026, so no reportable position.

Unable to be sure if they have continued to reduce further.

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

13:07

What "reserves".

11:11

I hope you are right but our reliance on Monitor, Bex and "unknowns" in respect of Leonis and S Prudhoe leases is indicative of how far we have slipped.

Monitor are now relying on one year extensions to PEL93 and seem very reliant on news from Recon Africa to entice new investors, I have probably have more faith in Bex but even there I suspect results (so far) at Dubhe-1 may have dampened enthusiasm.

Ashley is doing a great job of spending the absolute minimum on exploration and development whilst continuing to draw a very healthy (for him) salary.

How much longer we can carry on like this I am unsure.

Sorry to be so negative and hope I will be proved wrong.

~month since the last webinar and still no Q & A update on investormeetscompany site, disappointing.

Would be good to have something from the horses mouth so as to kill some of the noise here.

09:44

Hilcorp are currently looking at possibly investing away from Alaska.

https://www.northernjournal.com/hilcorp-chairman-were-going-to-venezuela/

Might never happen but ...

15:40

Agree we do seem to have put ourselves into a position were we are very dependent on the actions of others. in the case of Bex it may also be be that their IPO timing was dependent on unequivocal news from Dubhe-1, so could we see delay.

Recon Africa seem comfortable with Kavango.

https://reconafrica.com/investors/news-releases/

Surprised that updated Q & A not yet made available.

Would imagine that any serious suitor would have access to much of this via data room but just for interest.

https://dog.dnr.alaska.gov/Document/Download/5BAE3669CE964C869D0000A298FF60AF/Public%20Notice%20Future%20Release%20of%20Exploration%20Data%20and%20Information%20Great%20Bear%202015%20Seismic.pdf

04:35

The North Slope has seen plenty of snow this winter but ~890 miles between Juneau & Dubhe-1 so not necessarily comparable.

sign up for the the tundra travel notification svc. to get detailed ground temp and snow depth reports.

https://dnr.alaska.gov/mlw/tundra-travel/

18:00

I noted the presentation states Alkaid-2 was a vertical well but RNS's at the time support that it was a lateral;

https://polaris.brighterir.com/public/pantheon_resources/news/rns/story/x8ezopx

Is there something I am not understanding?

21:28

What you have to realise is that it is not the company making these statements but anonymous posters on this and other boards all with differing intents and motives and many of whom are probably not invested but hoping for a lower SP so if there is positive news they will be able to get in lower by default.

The company can not issue NEW price sensitive news via any other media but an RNS so lets hope we will get an RNS on Monday prior to the webinar.

In the meanwhile take a look at the company website and in particular the Q & A.

GLA

Not sure if already posted.

Presidents report basically confirms the actions that have taken place during last 12m so as far as I can see nothing new, may be of interest for some.

https://agdc.us/about-us/board-meeting-schedule-materials/

13:41

Can I add RNS on the 15th Dec clearly states;

"The Dubhe-1 well continues to flowback and remains in the cleanup period. As we enter the holiday season, the Company will be hosting a webinar on 23 December 2025 at 17:00 GMT to share results up until that time and to discuss next steps in further progressing appraisal efforts on the Ahpun field."

"up and until that time"

13:11

If there is to be any new news that could be considered price sensitive to ne announced then that will have to be delivered by RNS prior to the webinar.

15:15

As far as I am aware the only guidance the company has given is in the Q & A and even that is pretty vague, not sure what 15:05 is trying to achieve hence my question about NGL's :-)