Member Info for Ddraig

05.57. Always a risk in politics, agendas interfere with common sense.

If the bill isn’t passed they will literally be snatching defeat from the jaws of victory

08.01

I see, 9am and 1.30pm local time.

Your thoughts on success this time given the amendments?

A substantial majority approval in the House vote helps and I hope the Senate follows suit with sensibility

22.30 - watched the feed. Believe adjourned till tomorrow (17th)…didn’t pick up on why through all the formalities but not relevant. As long as this gets approved then pipeline and Pantheon can focus on next steps

07.39

Interesting Qube increased their short by the absolute minimum to make it visible but not a penny more. Almost like they want the visibility to scare investors but not over expose themselves.

Might have worked for them last time but not so sure this time.

I won’t be falling for their signals

I have no problem seeing how all 4 work together over the next 12-18 months. See how they get along with dubhe re open, farm out, kodiac delineation, further alkaid …whatever order those occur.

Guessing they will wait on all fronts if/until a farm out deal is done so the strategic developments follow a mutually agreeable path/sequence….and I think that sequence will be dependant on the size of the farm out partner (if we get one)

Happy to wait and see

Given their backgrounds Erich has learned and taken over from Max for previous roles. Max I suspect will know as much if not more on the engineering side as Erich but he also had management/finance training through BP. I think max’s benefit is being able to understand the engineering from Erich and the finance from Spencer.

In terms of understanding how to grow a business in Alaska they have David Wilkins

I think those 4 people is a pretty strong bunch. Were on our 3rd chairman and 2nd CEO in 3 odd years…we don’t want to end up changing board members like socks…or the UK government!

Be interesting to see what the yanks think about this when US opens

As some have mentioned, strictly speaking he’s bought the exposure to 5m shares, not the underlying shares.

If you can, then it’s an efficient method from a capital and tax perspective.

Outcome the same whether long CFD or underlying stock…you wouldn’t take the position unless you were comfortable with the risk and the expectation of the direction

07.27

If our $ per ache is way less than $1,000 and our contingent resource per ache is equally low…the benchmark to the lower 48 is x30-x50 the price.

Why would 27p at c. x1.5 current be of any value what so ever.

Farm out I understand can drive value and progress…buy out I wouldn’t want to see for a few years at least..

No value throwing the baby out wit the bath water

20.51

It won’t happen but just to be clear…a buy out bid in 6 months would be a disaster for shareholders.

Alkaid and dubhe wouldn’t have evidence of commerciality nor better delimitation of Kodiac

I wasn’t impressed by how many verbal U-turns were in the AGM Q&A compared to December webinar.

Time will tell but even a farm out now still won’t be cheap…as Max said in December “if you dilute the asset you can’t get it back” but now obviously has forgotten that comment in 12 weeks

Irony, max and Eric went into more detail on the flight deck than on the webinar

IMO - Unfortunately the content on this board has got to the lowest I’ve experienced.

Nothing to be gained commenting until some news / technical information and hopefully the solid information based posters return (completely understand why they are sidelining as per me)

It’s a closed period for both factors. They haven’t released results yet of this well, never mind any FO activity.

Should look for something that isn’t there

Maybe you missed the bit in the webinar where they talk to the close period therefore directors can’t buy.

11.48

Maybe you missed the big in the webinar where they talk to the close period therefore directors can buy. They have taken a conservative approach and would suspect with this being a pressure build up lock-in as was always planned (but run earlier to save costs given environment) and therefore part of the drill schedule, then they are still in a close period

14.56

Don’t agree. 88e in a far worse position and have been for a couple of years but they soldier on.

Pantheon have the resources and they will flow, it’s just a matter of time.

However please keep up the good work till I’ve accumulated the amount of extra shares I would like. The huge saving is appreciated.

17.15

Nothing, I didn’t sell…

I fully support you keeping the price down for me.

When it all works the very next Christmas I’ll buy you a bag of sprouts 🤣

Leesteuk

Keep up the good work…need it round these levels till end of Jan 😂

🤡

This is a gift. Upside far far outweighs downside so I’ll position accordingly.

In 3 months, 1 year, 5years…the negative trolls will still be living in their pointless world scratching around for an existence…I’ll wave as I pass by in the 812 superfast and then pull into my gated property 😂

02.58

Wow, you spent time to write that utter drivel…can’t imagine you’ve made much of ourselves…but well done for trying 🤣