Member Info for Ddraig

07.41 - No need to apologise...its a golden oldie but nice reminder of where we started and where we are now..

07.41 - No need to apologise...its a golden oldie but nice reminder of where we started and where we are now..

18.12 - Indeed, wise words . Thank you.

16.10 - Hmm...can't say I disagree. Happy to let agendas play out unless they are manifestly inaccurate then I may 'gently' highlight any discrepancies. Until there is more information from the company I'm not sure what else there is to comment on. Fortunately not a long wait to get back to data based discussions...

10.12 - Really...something led me to believe you said OTC...not US, not sure what it was...
"OTC is gaining real traction Panr volume is increasing over on their. US will have a better understanding on valuation"
https://www.cnbc.com/quotes/PTHRF?qsearchterm=pantheon
zero trade volume today after 2 hours of market open.
Just the facts...

08.39 - donotpanic... do not panic

14.43 - Its I the past now so not sure what benefit there is to go over it but my take is that is was theoretically possible (especially if the LWD logs were all weak then we could have run off to Harrier. We stayed as they were good, take solace in that.
Biden delayed Merlin and maybe would have extended time to get the Harrier drill application approved, we'll never know. The weather whilst extended the potential time out there also cause machinery issue and those in turn allowed detriment to the well requiring more time at Merlin....again take solace that Merlin analysis may well provide some very positive results for us.
Pie in the sky?...no, I don't think so....ambitious?, yes...sunny day environment? no, a few challenges put pay to the double drill...but again, we may have something materially good for the forward program and definitely better than 2 drills if neither yielded anything positive.

14.18 - agreed, it's just my interpretation of what little has been analysed /said but definitely room to shift the understanding as more information comes available....needless to say my thoughts are if they come away from this well with a similar volumetric as pre-drill estimates, regardless of where thats been achieved then its a roaring success.

13.01 - I didn’t say write offs...but not as good as thought. I was basing that on the N20/18 being the shallowest targets and, these were sampled and they said that these showed high water content. My understanding is that deeper targets incorporated the surprise zone (as the surprise zone as they couldn’t get a sample) and the n14...however I concede that it doesn’t mean that all zones in a target were not good so maybe there were some good layers in the primary merlin targets...that said I stand by what I’m implying that in my opinion it looks like better zones were deeper in this instance.

11.45 - I mentioned this with the initial drill results...I'm think think that the Primary N20 & N18 not so good but N14 *Harrier crossover, and the additional unmapped productivity are very good. If we get out similar volmetrics, I'm not too concerned how they got it...Having the N14 (and possibly an average wide additional surprise zone) bodes well for Harrier....

11.09 - No point arguing about future share price, your strategy says it won't improve and mine says it will.
As for a buy out, again. I think we disagree...you seem to imply it would be positive, I believe before any 2022 drill season and likely 2023/4 it would under value the assets we have. AIMHO

Some decent buys in the last 3 hours... 7 over 2m share (max was a 4.5m) plus a couple of other buys between 1-1.5m

I thought the RNS was very well constructed, defining what they said they would with respect to an analysis schedule and also giving fair credence to the Talitha drill results to date and the potential positive implications. Suspect a reworking of the seismic will take some time on that front but could land nicely for a Charlie-2 FO data room.
What caught my eye was the VAS analysis, wasn't mentioned explicitly before and we can see the Talitha drill is benefiting from this mass spectrometry analysis...I guess where we don't have perfect data we will benefit from as many applications of whatever we do have as we can employ...

09.45 - Your money your choice...However please don't do the 180 and bash the carp out of this. If its going back to low levels as your expect then so be it but 7 years of guarding the balance on this site isn't forgotten and I'd hate to see you full of self agenda like those you've consistently had disdain for...

I do hope Scot comes back today to tell us all how big PANR's dong is and that 88E up c.15% is criminal and them down c3.0% is the biggest injustice of all time...in the words of Catherine Tate... "Am I bovvered"
Pointless little man

18.26..indeed...nudging 500m shares traded so shows that people haven't just evaporated after the initial drill results, there still good interest for interesting potential news...

18.22 - 35%...this is live
https://www.cnbc.com/quotes/EEENF?qsearchterm=

15.50 - Rodrod1...there is nothing to find negative. They do well, we do well and to a certain extent the other way round...I don't see why this is an 'them' and 'us' situation. And that does appear to be very much loaded from PANR at 88E...its childish, unproductive at best, irrelevant at worst. The fact is the geology in close proximity will have implications for both...merely stating that and also giving a nod of appreciation that we have up to now written off these plays are too risky I think thats fair and humble....In business you need to leverage off whatever you can...its not like 88E asked them to place the well there...PANR shareholders just need to get over themselves and be pleased thinks are moving along...PANR are just peeped that they don't have the US penetration (today we have $375m traded, they have $43k and they have Farallon holding things back) I can understand thats a pain but its not 88E's doing...its their own situation

18.36 - Not many messages escape my attention and fast forward 7 years and it appears those thoughts are coming to fruition, I was being light hearted thats all.

17.53 - 452m shares...those were the days!...but equally only focussing on the very risked HRZ asset play...we know have half dozen viable and derailing targets...