Member Info for dickienicholls

Hello Zen

I think fellah there is a chance Panr will trade possibly between 8 and 12p for a few months yet as stated No Tangible news until the close of summer.

of course others may have a different interpretation

GL

Is a Ramp Different to a Pump then Potty??

I thought you said you had waited 6 years for the ramp up into the next Drill.

Strange indeed!

Why ConocoPhillips is a "Possible" Candidate

While purely speculative among investors, ConocoPhillips is often linked to Pantheon in market discussions due to:

Proximity: Pantheon's acreage is located near the Trans-Alaska Pipeline and Dalton Highway, right in ConocoPhillips' primary area of operation.

Growth Appetite: ConocoPhillips has been the most aggressive buyer in Alaska recently, including its recent

million purchase of Chevron's interests in Prudhoe Bay and Kuparuk.

Infrastructure: Pantheon’s assets are "updip" from major discoveries, making them an attractive bolt-on for a company that already owns the nearby processing infrastructure.

GL

For very personal reasons i hope any deal is done before the 17th of July 26

GL

I haven't a clue..........neither do i, impossible to predict

'There are so many factors and variables in play, in terms of timing and content of news and news flow and not least the human factors of sentiment, desire, greed, FOMO, etc, it is just about impossible to predict'

I asked 3 specific questions of both Grok & CGBT

1. A specific Major Conoco Phillips

2. 50% Farmin

3. Full carry

The response was eye watering! could it happen....Not a clue!

Thanks Jasper. Nice reminder of the possibilities here, think the advice i got selling half my BP holding at £6.

loading up here, nearly 4m of these possibilities.

Potty.

What's on the specials board today?

Hello cbaron

Respectfully i will decline any further discussion on what i have already stated. I just wanted to qualify the point that i do indeed understand the difference.

Furthermore i hope what ever deal is struck will be financially beneficial to all concerned.

GL

Hello cbaron

Not confusing for me. I know exactly what the difference is between farm in & farm out including the associated risk versus reward.

But of course everyone who wishes to contribute to a forum has the freedom to voice their own opinion.

GL

Hello Tony

i think we must be understanding the 2 funding vehicles quite differently, but thanks for the response all the same.

GL

Hopefully made a little sense. My written English isnt that great.

GL

Panr have not got enough pxss in the proverbial pot to turn Kodiac 2c into 1p…they need help and from a major i would suggest. Low or Mid will imo dilute even further.

From a financial perspective, a farm-out is lower risk and it can crystallise value upfront and would reduce panrs capital risk. This not the vehicle they are seeking.

A farm-in, while de-risking funding requirements through a partner. (Pxss in the pot) still leaves you more exposed to the asset’s performance over TIME.

LS wants a return on his investment.

Who is WE potty? Try and stay positive fellah, you never know. You might actually turn a coin.

The note i read was 535 bpd

.......and the not to forget the blatant ramping on Char when BoldyTits said fill yah boots this stock will be £15 by the end of the year.

Lost people lots of money, shameful really, disgusting behaviour!

Hello Lee

Thanks for this. A great help.

So in short panr are definitely talking to BIG (confirmed) energy companies about partnering up and they’re showing an interest, but no deal just yet.

Well with the contacts and business acumen LS clearly has……its there for all to see. Its just a waiting game it would appear and imo he would expect a reasonable return on his 5 year investment plan. What was his average? Between 30-50ps. Unlikely to achieve this with a low or mid tier co. Sort of rubber stamps the big energy claim in the statement!

GL

Hello Lee

In the most recent earnings report Lee??

Ill find it and have a read this evening.

Thanks fellah

GL

It was stated that there were several interested parties in the data room. Lets hope (Delusional) those parties were shell, Conoco, Chevron & Bp. They all like what they see and they all start a summer long bidding war!

Hello Lee

PANR is really one of those situations where the real value hinges on securing the RIGHT partner rather than yesterday’s rns which the market has it would appear viewed as indifferent.

If they were to bring in a smaller independent or less established company, the market would probably treat it as a necessary step forward but not a major re-rating. We might see the share price move into the mid-teens, just on reduced uncertainty around future prospects.

Where i believe it becomes a little more interesting is if they land a credible mid-tier operator like Harbour Energy or APA, indeed Repsol Corporation. At this point, the main asset starts to look commercially viable, and probably move into the 20p–40p range. I think this would be quite reasonable.

If a larger player such as BP or Shell were involved, that would be a much stronger signal to the market and It would effectively validate the asset at a higher level, and the market would likely respond quite quickly. Possibly pushing the valuation into the 40p+ range.

I suppose this is why most of the shorter-term noise has been ignored, the real inflection point is when that partner announcement lands.

Just my thoughts lee, still impatiently waiting for that tangible RNS

GL

Hello Lee

Yes you could be right about the drop, could be more. The Algos will register this as an opportunity to manipulate price & spread and traders will respond accordingly. Personally and the news may well be pampering my impatience but i cant help thinking we are getting close to closing out a deal.

GL

72m 500000.

Not sure thats quite correct fellah.

Its a small raise but imho a huge signal. LS wants his investment back as a minimum.

GL