Member Info for cbaron

Also forgot to mention that the 'sweet spot' PANR might target next appears to lie within these acreages, just to the west of Talitha, up-dip of it and in a considerably greater vertical depth.

19.38
Tivman,
Indeed it does!
Might also explain why certain 88e contributors are teed off. Assuming of course they are intelligent enough to have join the dots?

Having listened to the PANR webcast again this afternoon and having pored over certain aspects several times, one area is sticking in my mind in relation to the most recent lease acquisitions.
The board members involved in the webcast rightly confirmed that they needed to keep confidential their acquisition until the deal was signed sealed and delivered, only a few months ago. The acreage is clearly a factor in the future of PANR and appears to fall within the area included in the enhanced prospects in the presentation.
I've had a quick trawl as to whom this acreage was acquired from. Was it 88e or one of their associated companies?

Rabito79,
Many thanks. Greatly appreciated.

Scot 15.50 & 16.06
Wow!
Your output is truly prodigious and greatly appreciated, though in terms of volume, I did get it, earlier in the week ;-). Thank you for taking the time. I wish I could type as fast!
I will follow up your suggested links and people to listen to. My geology only took me to A Level and a university acceptance before being diverted into construction and property, it is therefore often difficult to understand who the pros are and who is an enthusiastic amateur that thinks they are. It's the same in all industries and doubly difficult when in anonymity.
I don't think we disagree on anything. Most importantly for the other side is management continuity, strategy and NPV, potentially serious chink in the armour, and proof of commercial find - a gaping great hole.

Nonetheless, I think we agree that they are two completely different animals, currently. Across the road it is a speculative punt not much better than binary and, in itself, that attracts a different punter, or at least one with a different risk profile AND a few 'believers'. To my mind these are great, and I'm in there, just don't bet your house on it.

Tony,
To answer fully I think I would be rightly criticised for talking about another share in this PANR forum.
Put simply, they are at different stages of their development and here we have a more mature stock with far fewer shares to deal with in our value denominator calculations. The recent spike on the other side was very much sentiment driven through social media. Here we have better proven (the key word) fundamentals which suggests to me a earlier chance of being taken out - the clear objective of the company. That's not to say some social media 'whoomf' wouldn't help ;-) Hopefully this is growing under the PTHRF moniker across the pond.
Arising from issues this winter, it is clear that there is a dependency, for both companies on more work on and in the ground in 2022
Management here appears solid and fixed, by comparison.
Just my take and, yes, I am a SH on the other side too.

I've just arrived having very recently invested and have done some research partly arising from Scots intervention on the 'other side' earlier in the week. You did go on a little too long Scot in the face of concerted objection (not that the latter was an issue per se) and I was guilty of unkind comment, for which I apologise unreservedly.

You analysis was enlightening and I applaud you for having a go, particularly in regard to NPV. On the other side the talk is of potential and ifs and buts and maybe's. There is little in the way of valuation analysis. There is also a good deal of 'group think' and how dare you be contrary and question the voracity of supporters' arguments. I commented yesterday that it was redolent of a cult......and I wasn't joking, but in my experience elsewhere there is a similar attitude.

I've read a short backstory of posts here and note some contributors , in common. I look forward to reading more.

Good luck to all.

Shameful, nay 'arrogantly ramping of PANR' ...............and after all of the stick that Scot received earlier in the week ;-)

The Hon. Sec. at the Penny Share Club placed all of their orders from last night's meeting - they cash their Giros on Thursday. ;-)

Daibando,
Good luck, I hope all works out well for you.

19.06 GS
None taken. I did laugh!
;-)

17.44 JofH
I had Ddraig in mind and ought to have said 16.30. Fits with his line of 'may 'gently' highlight any discrepancies'.

18.17
Priceless!!!!
GLA signing off.

16.10
Brombarb,
"the disingenuous are much more common that the purely altruistic"
Heavy, heavy stuff.
I'm beginning to wonder whether I've become involved in some weird radical sect of moral do-gooders.
Is the commentator at 16.10 the 'enforcer'.

09.42 Goldstinger,
Very funny.
You may recall I'd already corrected the silly mistake.
We don't always get it right all of the time.

I'm sure you'll make a very good website policeman. I wasn't aware that it was mandatory to disclose all of one's transactions. I have stated my view about the price trend of the stock, not necessarily been negativity about the stock per se. The company has potential but needs to prove its long term value.
I hope my posts have be helpful to those who might naively have been spiked, as I was. The current Social Media trend might make this prospect so much worse.

08.57 - Ddraig
I had the effrontery to question and disagree with him a few days ago and he very quickly took his bat and ball home.
I appear to have hurt the sensitive wee soul.
Puff the not very happy dragon.
I'm sure some kind soul will convey this to him.

AA/Rabito,
The Social Media factor is indeed highly relevant but, I suspect, only for short term trading given the volatility created - not really my bag.

08.57
Rod - apologies for the delay site meetings in the day job unfortunately took precedence.
Not sure why my investment strategy is so interesting to you, but to clarify, yes I was keen to get out after stupidly being caught on a spike for 2 years and not wishing to pour in more money to average down.
Now? More information on this prospect coupled with the success of our neighbour suggests better chances of success. Concern remains about the short term SP trend and the costs of further exploratory work ahead of confirmation of a commercially viably find.
Back in for now on a smaller scale at just under 1.00 and, yes, happy to wait for a further retrace.

08.49
Yes, basic early morning error which I think you'll find I corrected.