Member Info for cbaron

A response from the guy with the broken mirror.

I'm happy - read the last line. Basking in the glory of the increase in the value of my investment..... though without feeling the need to comment every time the market coughs, belches or farts! ;-)

.....mind numbingly boring commentaries on the SP, can buy/can't buy, the shorters, MMs, when it will be blue....................and so it goes on and on and on.............

Review your contributions over the last few days weeks and look in the mirror - hardly eloquence and erudition.

How about fewer and better chosen words and subject matter whilst we QUIETLY bask in the glory of the improving SP?

17.22

"hopefully there will be discussions regarding PANR without having to see morons and idiots posting absolute rubbish."

Priceless!

Utter drivel all day from the '123' twins and '45'.

Is it blue?, is it not?, when might it be blue?, it'll be blue soon!...............FFS haven't you guys got anything better to do??!!

Just in case you're wondering, those that are following the SP know when it's going up and when it's going down.

In almost 13 years here with various shares, I don't think I've witnessed worse than this.

Come back '126' all is forgiven - dare I say it, even '10' is better than this. There you go, I DID!

6774 of them ;-)

16.11

How things change!

On Friday he said, "I am entitled to my view and I am loving the dross and madness of this board."

By Monday the madness is Green pond weed an the perp ap has been blocked.

Oh for consistency............

...albeit with a correction at the end, and as along term holder of shares in PANR, it is thoroughly dismal to have to keep reading the dross on this board.

That we have the 'agent provocateur' (ap) is disappointing (worse than toothache), but everyone is entitled to a view (clarity and substantiation would be good), however, those who continue to respond to him are actually worse, IMHO.

Please, cut off the oxygen to the ap and let's get back to a healthy and positive debate. By that I don't mean some form of ramping 'group think' - that would be equally unpalatable.

On a positive note a very good CPR this week and a shot in the arm with a Director share purchase - better late than never!

Roll on next week and the further work in September which will hopefully yield good results.

Good luck to all.

cb

18.48

Thomas,

Can we see your viability, NPV and ROCE calculations please?

I think we've had our fill of unsubstantiated nay sayers.

07.55

Jemgee,

Thanks for the link. Considerably better performance than the webinar and a far better explanation of the plan.

Not fully reassured, but at least the plan appears to make sense and he's put his money where his mouth is.

Hopefully, it's deliverable without mishap.

18.49

I said, 'Happy to hear reasoned objective views which may differ.'

This is not it. Do better. I agree with 19.49.

Desperately disappointing.

Clearly no interest from farmout partners at acceptable levels - the only interest being at levels similar to current market SP levels, but also taking a large proportion of the company. Always happy not to be diluted, but this will take a very long time to deliver under the company's own steam, particularly with a value target of $5-$10 per barrel.

The strategy timeline is being kicked a long way down the road - 2025-2028 and it has to be said that this will be with a fair wind.

No real explanation of how the £350m capex requirement is going to be funded.

New kids on the block but not impressed with either of them. The Brit doesn't do it for me - and I'm a Brit.

What happened to Bob? He was the technical guru who gave me confidence.

Some detailed and complex slides with precious little explanation.

As I said, desperately disappointing.

Happy to hear reasoned objective views which may differ.

cb

Peaky,
Yes, still here and holding.
Awaiting pictures of oilers' dirty footprints all over that data room carpet ;-)

Right on man!

Peaky,

Love the post-purchase ramp........not at all blatant ;-)

14.49
Red,
" See what you think"

I think, it is written by a shareholder - therefore hardly going to be negative.
States that they are giving "extreme upside cases" - beware!
States that comparative examples are "in completely different rocks to 88e" - what does that matter? Rock's rock, yeah??
They say that it is their "Big Bet" - as in bets on a Roulette Wheel?
They also say, "Success will require a significant amount of luck. There is no guarantee that our Big Bet will ever come true."

I sincerely hope that 88e comes off, but what is being quoted here appears to ignore the inherent health warnings and qualifications writ large in the paper.

Only proof of commercial flow rates will significantly change things. Come back next year and don't get spiked in the meantime.

09.52
It is not October as you need to build another ice pad in the well location, you've then got to re-enter, flow test and obtain results.

09.06
BB, quite so and irrespective of good logs in the next few days, this has another year to fester in the doldrums prior to testing and proof of commerciality.

8.33
"The formation varies every meters."
The RNS states that depths slightly vary but that pay thicknesses as expected.
Too many here trying to mug the unwary.

Given what the northern neighbours already know and have publicised in these formations, this RNS information is hardly worthy of a communique. These shows, as a minimum, will already have been priced in.

Yes, so much so that a whole thread has been removed by the thought police. Must have hurt the poor darling's feelings!