Member Info for Ddraig

08.36 - talking about PANR

23.00 - so you have all the information and, presumably, nothing underhand…so what’s your issue? I don’t understand?

23.42 - you’d think they’d be more concerned that they still haven’t announced funding yet? Maybe next week, if not then are they having trouble? Very possibly

23.23 - with certain costs paid in shares (up to $7.5m) and the cash in the bank you could almost look at this as full funding for the drill….a gamble but like the idea of having 100% WI.

08.05 - With your view point, which you absolutely should own, it sounds like your strategy is right for you, a small holding in this and a majority in less speculative and (probably) lower returning assets. This is a higher risk share and hats off yo to you for understanding that you don't understand it. Notwithstanding other risk appetites and understanding are available

17.21....white noise

13.35 - Or maybe an overdraft ;-)

12.11 - Indeed, better to focus on precedent and the evidence rather than conjecture, don't even need to read between the lines too much. Willow is a decent prise as it stands already, never mind the significant alpha with respect to the rest of the area. Why would you spend on the detailed design work if you weren't confident of being able to remedy the legal challenges. Balance of probabilities

18.13…should post this in the other site, some facts for them rather than S**t’s constant aggressive ramping…however I’m sure he’ll see this here too as weirdly he spends more time annoying us

AIMHO ha ha

A lot of social issues are caused by people's behaviours and actions. Fortunately in the modern online world there is a mute button...ha ha

12.57 - agreed, he knows no more information than the rest of the market, everything else is conjecture and consistently wrong if I remember historic comments. People can listen and follow if they wish but I like to follow people that have a balanced view / or at the very minimum are correct, even occasionally

12.48 - Probably have both options available. Have to trust the board to pick what they believe is the most accretive for the shareholders Why surely would have been announced by now? operations are scheduled for February, plenty of time if they go down that route. Maybe its by design that they wouldn't want a partner early? Remember Premier came in early and then they moved the drill location which as defined our path since them. Given that I'd get all the ducks in line and then ask the question "what's your offer"

IMHO, the cadence, outcome. and vision on funding has always been lacking here. Not many investors like volatility and lack of transparency in funding (regardless if there are good reasons). looking at this for a couple of years I have little confidence in Justin, he speaks a confident / arrogant book but poor delivery.... discuss :-)

12.35. And thats for certain? brilliant information. Could I have the date please? You seem to learn quickly with only this post on 88 and all of 6 months as a member.

10.41 - If I remember correctly, the same as previous years...

05.43 - I'm sure an oil major doesn't have the funds to hire the best lawyers to get past these quite normal challenges...shucks

09.01 - 2 hopes, Bob Hope and No hope ;-). I've always said that Pantheon is a a business run by primarily engineers, with business secondary and 88E is a business run by businessmen and onboard or outsource what they need form an engineering perspective. They have not planned enough liquidity hence drawing on a revolving credit facility for get works underway. It's not a good look.

08.30 - A lot of variables to consider before that such as how we are going to drill (FO or alone) if FO what cost split is required. Then there is the impact if funds are retained to operationally manage for 6-12 months after expected results its not inconceivable to remain prudent and raise after which may have would have much less (or much more dilution). Thats before considering a change in the board, what information/expectation they have this time round for the drill or other events outside control...you may be right, I maybe right...chances are reality will be very difference.

Heh, csw12...I wonder what alternative argument S***t is going to start to avoid the fact the the other share is effectively using an overdraft to fund themselves. This is what happens when you don't raise money prudently or sort out a FO in good order...I guess we don't have that issue. And if S wants to waste hie invaluable time, knock yourself out...I won't see it and I won't care. no fox given