Member Info for Hammertimes

Would a take over be good for existing shareholders?

This webinar is going to be super positive. There is a reason they brought it forward. Gives the sp a day and half to increase.

Hopefully we have hit rock bottom now and we can move forward.

Is that a good thing??

I sold my entire holding at a massive loss this morning. I was thinking it was going to go down a lot more than 50%. It seems to have flattened out with a steady incline. I have brought back in with the hope of gaining today and after the webinar. Clearly the business want to explain what they are going to do moving forward so hopefully this will give the sp a bit of a boost tomorrow.

I wonder if pantheon release an RNS tomorrow, they would do so after the market closes and before the webinar. I kind of hope that they will. As we know from before, any RNS neutral in tone, is received badly by the market. This way, at least the webinar will shed more light on the potential RNS before people make a knee jerk reaction. It would people give time to think, rather than panic.

So did they apply for AOGCC approval when they realised flow rates of the Alkaid wells? I assumed that they could give rates just not classify the well as anything specific without approval?

Either way, I think that if pantheon say that they have flowing oil, this will give people a lot of confidence. And as we know AIM is all about confidence in a company rather than metrics.

I take it as a positive that it had been brought forward. Whilst it might only be day, it means that they don’t necessarily need the weekend’s worth of data, which they would have have been able to include had it been on a Tuesday.

We know that we are dealing with a company that likes to plan ahead and overlap processes to make swift progress. If things are going to plan then they would push on and progress further appraisal efforts to the wider field.

14:49. Thanks stas.

Having now sat back and digested the RNS. I think that it was all positive. Other than reading into words like ‘effort’ etc. the fundamentals were all positive.

With reference to ‘progressing further appraisal efforts’, I would assume, once we have a flow rate, there is still appraisal that neeeds to be done on the wider field in order to progress into a production. I don’t know this but just an assumption???

For me I don’t like the statement ….

‘discuss next steps in further progressing appraisal efforts on the Ahpun field.’

The word effort implies that they need to keep trying.

I always try to stay positive with these things but I can’t read that in a positive way. Perhaps others can….

Lord…I will try and watch hobb’s New York presentation and rewatch the last interview and come back to you. As this is interesting. What I would say is that if my flow test was going really well, I wouldn’t say it’s in the ‘envelope of expectation’. I would just says it’s on track. It does imply it’s at the lower end of my expectations.

In terms of rns’s I’m actually ok with both the last two. Clearly both were about other things…max’s presentation and drill overspend. The flow test update was just a side note as they had to mention it. I think that both were vague for good reason. I think if they were too positive, and it went belly up, the company may have come under serious scrutiny. They were therefore written as neutral. Which some would perceive as badly worded and negative. I in the other hand didn’t. I thought they showed some progress.

I will respond about bonds once I have looked into it.

Lord…. I don’t mind if we have different opinions however, I have a question….. you would think that pantheon know where this is going by now. It’s been over a week since their interview. So you would like to think they have a pretty good understanding by now. It’s that they don’t have the data to back it up. Would you agree??

If so, what are your thoughts on the retweet today?? Would that be an odd move if they weren’t moving in the right direction??

Anyone know if the flare is still going??

Whilst 2 weeks ago it didn’t really make that much difference as we knew we already had gas. However, now it would be good to know if the well is still running?? We are getting to the window where pantheon will either pull the plug or or continue to get 90day flow rate. The flare will be very telling.

I think the deference being with megrez, he was confident prior to testing the remaining intervals. In the current scenario, he remains confident even after testing for a number of weeks. So slightly different.

Has the market had the same view???

Oh for me this says alot. We are what….maybe 1.5 - 2 weeks from getting some results. If weren’t still on track you wouldn’t bother retweeting.

My guess, shorts will close early next week. Just before 2 weeks since the interview. Hobbs said 2-3 weeks for news. They perhaps wouldn’t want to risk shorting within that 2-3 week window.

For me the actions I have seen from the company to date, don’t seem like there is an issue. I will leave the geology talk and technical speak to others. But the companies actions that show positivity are:

- forward planing - employing COO to progress from exploration to production. Employing CFO to plan US listening. Building drill pads large enough for multiple wells.

-RNS’s have shown clean progress to date.

-Pantheon raising there US profile. max going in the Financial Times to say Alaska oil production is on the up - would be strange to say if you thought your current well wasn’t going to work. In addition max presenting at conference - again, strange to do the presentation if you are not confident. If it was about networking, he would have just attended.

- strong institutional and insider backing

- LNG pushing forward with pace - again strange thing to do if there was no confidence. Also, pantheon was specifically mentioned in the presentation to the Alaskan officials.

I don’t believe that the company would be doing the above things on a so called ‘coin flip’. It’s a company forward planning for success.

FOMO will definitely kick in at some point. Maybe next week or the week after. I think it will take some big buys to kick start and people jump on board in anticipation of the RNS. Because people know the rough timeframes of the next RNS, I think a lot of buyers can just sit and wait to see what happens over the next week or so. Probably why we haven’t seen the sp go up today.

A fund raise for what???

Some people. Haters are going to hate.

My understanding is that they have the dollar for this drill and clean up. The last raise was the dollar for the potential US listing. By which time, they will hopefully have flow rates and gas sales agreement, which they would use to finance future operations. Obviously, as a business, they will continue to look at all options in a changing economic landscape but no mention of another raise.