Member Info for Ddraig

21.19

Think there has been an acronym misinterpretation

CLN is more often the term for Credit Linked Notes in primary markets where you may have been referring as Convertible Linked Notes.

No foul no bad…but I’m sure Scot will drown on for many days…most people are used to his manner…it’s not acceptable but like a mentally challenged child we give him room to grow

07.41

Can always rely on you to go off down pointless rabbit holes.

Ha ha…that’s a bit like saying to a doctor how many vets have you hired. DH

Not that I’m aware of. Pantheon is using convertible bonds as a form of funding

15.27

Lest not forget that once you breech 5% (I think) it’s a material interest and subject to disclosure.

Given the daily vols you get notice that anyone was trying to accumulate the 30%. And they’d have to do that picking off private investors individually…no significant institutional holdings as an easy win head start

Imho

Apart from the location of the assets.

This article paints a picture…the UK and its over bearing regulation is killing the prosperity of business.

US gives you far better access to capital

https://www.bbc.co.uk/news/articles/cvgp22d2kexo

If I understood the presentations of late, the federal government helping is key.

If they significantly reduce the time needed for the environment impact then timelines can be seriously accelerated.

Over to you Donald

08.01

Megrez is a very different geology to Ahpun. Hence the expected flow rates are higher

Do you think that all wells ever drilled have been 200 - 2000 bbd from a vertical test? No…plenty of tight reservoirs that have subsequently been commercial with less.

07.30

Given the amount and standard of trolls sarcasm is lost in this forum.

Think CheckOne helped to answer your question

Also pantheon have signed up to supply the gas to the proposed LNG pipeline.

Would they do that if they thought they weren’t in a commercial position?

Would the government accept their obligation if they thought it wasn’t going to occur?

Do you think they could extract the gas with out the oil?

Most would conclude the answers are probably ‘no’

Not saying there’s no risk but there are plenty of mitigating indicators.

That said it’s everyone’s decision alone. My only interest is trying to make some money for me

GLA

20.57

You should consider taking a trip down RNS lane and up Presentation street…that’ll answer your questions.

09.44

At a high level I think most would agree, good flow test the price goes up and bad, it goes down.

I wouldn’t loose sight of the fact, and regardless of Megrez, there’s 1.6bn bbl of oil, 5.5TCF of low CO2 natural gas proven and a large quantum of rare and valuable helium .

In a megrez flow failure scenario I’m sure the emotional and irrational AIM market and investors will slam the share price…but doesn’t make it intrinsically right, it would recover and wouldn’t change the viability of the company to become a producer of sizable magnitude.

All good info and from my science days, makes sense.

Just need the pressurisation assets to get back at this.

Makes sense to keep costs down and take at lessor demand period but surely that should be any time from now on.

2nd deepest test is the cork in the bottle but the 4 after that will be fast and furious 😁

JKP = boring bud

KJP 🤣…you’re hilarious. You could inflame an ice pack.

You waste your time at will…your thoughts are not worth any further words.

Keep up the ‘work’ and good luck in life….you’ll need it 😂

12.02

Any investors obviously hoping the results are good but always a risk some/all may not flow.

Either way the price will move.

I’m in the camp that I hope they are positive in some or all of the horizons and the price reflects that going forward

11.01…do you mean flow test?

Once we have the pressure equipment for the frac that’ll only be a few weeks.

Next 4 flow tests after that don’t need frac’ing so they should be completed c. 2 weeks per flow test

If we got the equipment next week, you COULD have 5 flow test results in c.12 weeks. I don’t see this bobbling around this over dropped price for a protracted period at all.

09.55

I guess we’ll find out come Jul

08.06

Not sure how much not having a date really matters. I look at it this way.

We have the funding.

We will get the equipment as any winter ice road users will be rolling off imminently so the demand for that hardware will reduce significantly

Won’t change the outcome if it’s 1 day or 1 month wait.

Rest of the zones will follow in quick succession

If it takes a month to get the equipment, we’ll still likely have all results Jul. If that’s ’too long’ for people then that their choice

I do love AIM…owning stocks is like base jumping.

Takes you hours to get to the top and then you’re pushed off the building and you’re down in seconds….

Currently walking back up the building…slowly!!

12.12

Apart from the 1.6bn barrels?

Ha ha…I should know better…it’s significantly worse that trying to explain things to my very young children…I rely on them working it out for themselves…and then we discuss why they lost something out of it so they don’t make the same mistake in the future.

I’ll save my breath as not my place to help anyone…everyone can make their own decisions and will have to hold themselves accountable (or more likely cry and point fingers at others lol)