Member Info for Ddraig

Worth keeping an eye on the US OTC volume, will we see the size from a week last Friday and last Monday?

13.23 - Appreciate the links

13.15 - You see that pre market wide pricing on ASX and AIM but as soon as the market opens it normalises a lot, some times only a bit. I guess 8 mins onwards will tell us what we need to know...

13.12...

3.12 - Where can we see the US pre market activity?

12.36 - Cool, I thought I had gotten it wrong....memory not what it was! ;-)

12.31 - Thats where its from...or do you know a different Zammo?

12.26 - Wow a Grange Hill quote...thats one from the archives!

12.22 - So what you saying...the MM's have a bit of a war chest? Might not be enough when the US come in.
Of course pushing these levels some US investors who bought in on the last price acceleration last Friday may not be comfortable with the volatility and see it as a way out....
its hard to tell...guess we'll just wait and see

11.47 - New York opens at 09.30 local and they are GMT-4 hours at the moment...13.30 LDN

11.03 - And of course live US OTC prices available here:
https://www.cnbc.com/quotes/EEENF?qsearchterm=

10.49 - Have you built the US OTC interest into your opinion? That opens for trading at 13.30 LDN time and in recent times (week -10 days) has equalled LDN volume.

09.37 - Learninginvest - remember 6,000ft is the TD, bottom target is the N14 which is actually one of the targets for Harrier and analogous with Harpoon. the N18 and N20 are much shallower which are the main targets for Merlin (analogous to Willow). looking at the timing of the 1,500 casting and BOP test and being told 1,500ft to 6,000ft is only expected to take 3-5 days...they may well be at or through N20, maybe even N18...we just don't know

09.37 - Pantheon are issueing share to Esis for the operational fee in relation to the 3D seismic interpretation analysis for the Talitha-A drill that is currently on going. Results are TBC at the current time.

Guzzler1962 - Probably the wrong forum and certainly the wrong day for sour grapes my friend

23.02 - which company?

17.03 - maybe a slightly different magnitude but a similar enough direction. Appreciate that and of course you can and should have your own take on the potential given the information available, respect that.

16.08. Not a problem, happens the the best of us and appreciate the clarification. No damage to respect my side.
And actually my 15.28 was to balance out the other post as I also felt it wasn’t truly reflective...naturally I prefer my synopsis ;-)

Brom - you used inverted commas... implying a quote? On my phone which is less easy to scroll..but I can’t find that quote..you know I respect the work you do here but please don’t take things out of context. Alkaid has oil but was suspended due to a weather event and they had to move off drill. I never said talitha was a success as you well know, I know, it’s currently very close operational time wise with Merlin, maybe a smidge in front and yes, they have had to back up the hole to track out due to bore damage during a suspension or weather and mechanical issues ...it may for may not work, it may or may not flow...completely transparent

13.19 / 13.21
Firstly we won’t know till we know and that will take years with step out drill analysis.
However both companies have a lot of land and indeed very promising prospects.
88e have umiat, peregrine, Yukon, Charlie/central lease and hrz. We may also have Kaparuk and shelf margin Deltaic (later probably already hypothesised in the central lease area, maybe also the former)
Pantheon have a lot more land now, alkaid will he revisited as they had to stop in the oil zone last time and that can be drilled all year round, Kaparuk could be very big and then they have SMD, the slope fan system and basin floor fan (latter 2) which they hypothesise would extent into the theta west and Leonis acreage.
It’s not unnatural to compare and contrast but I choose to summarise that:
They both have very material prospects (tbc)
There is a degree of analogy between the companies targets given some of the play and geographical location
Success with either could and should benefit the other
But until there is more information (some of that will become apparent over the next few weeks for both companies) it’s still very much unknown....whether for better or for worse one thing you could bet on is that it won’t be exactly what’s hypothesised before the event.