07.15 - I wonder if those numbers (unverified) are pre or post the tax credits... in this world you pays your monies and take your chances...Pantheon's value is they are further down the track when oil price iOS high again...seems like a fair trade to me.
08.13 - You could be right. Are you basing it on anything specifically or just a feeling? I think there is also a risk that tis more condensate and gassy based on other wells / depths but the subsurface geology is complex. However the probability all will be good is higher due to Pantheons drills, that can't be denied. They will just have to drop a pipe in and find out....thats whey everyone has to do that. Any find by them helps Pantheon - is some / all of the targets are extended the whole area becomes more valuable to potential suiters.
17.16 - Certainly can't say that people don't get their hands on private info and trade on it thats true. I appreciate your strategy and align to that...but each to their own. I think you should add the value of the production oil that will, be sold. good flow rates and thats valuable and should be positive for the share price. Might not be a Connoco flow but over the months it will help toward funding more drills / assessments and/or interest payments on the convertibles to avoid dilution :-)
16.33 - But not the content and if the do know the content its non-public information before its issued and made public therefore you can trade and make money on it...well, legally anyway, called insider trading unless I'm mistaken?
11.43 - To be honest I've always had plan A as conventional targets. Until a few months back, the oil price wouldn't have supported it and even though it does now, things change quickly - not that long ago we were at $25 a barrel...lots of unknown material outside influences will push oil up and down
Weird update. Having to clarify the recent Icewine east was exclusive to the 10 Nov '20 Icewine west resource figures.
Then only reconfirming Icewine East numbers. If I were to issue a note like that I'd publish both and provide a consolidated summary...that way its crystal clear. Wholly unsure what the purpose was and question the requirement for an RNS as nothing new to be determined as price sensitive (all info already public)
15.28 - IMHO I think they will end up going alone. Maybe because the size of the prise is too large / the terms of any farm-out are too punitive / there's no one of requisite standing to work or interested. The reasoning doesn't really matter as long as it gos ahead.