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Pantheon Resources

@PantheonResour1

Last week, the Alaska State Legislature provided a statement of intent regarding the Alaska Gasline Development Corporation, allocating $5.5m in funds. This is in order to meet the energy needs of Alaskans and continue to advance a potential LNG export project.

🗒️ It is the intent of the legislature that the AGDC:

Continue to work towards advancing a pipeline project proposal which would deliver North Slope natural gas to Alaska's utilities, businesses, and homeowners.

Complete an independent third-party review of a project proposal that would commercialise North Slope gas and present that analysis to the legislature by December 20, 2024.

Work towards Front End Engineering and Design for Phase 1 of a pipeline project if analysis shows a positive economic value to the State of Alaska.

🤝 As previously announced, $PANR is in advanced discussions on a proposed agreement with AGDC to supply up to 500 mmcfd of natural gas at exit of Ahpun gas plant, for up to 40 years. #PANR is targeting delivery of initial volumes in 2029, ramping up to full capacity by 2032. This is subject to regulatory approvals and Alaska LNG FID.

Rubbish

Email Sam he will explain the situation they are not insolvent did you read the RNS?

Absolutely rubbish

As it says on the presentation THE NEXT BIG THING

anybody care to put a share valuation on our 35% of production let's be conservative at the bottom end of 80,000 - 100,000 BPD

so that's 28,000 barrels a day for Rockhopper at let's say an average price of $70 per barrel 👍

https://ir.navitaspet.com/company-presentation/

I think Navitas will prove you wrong have you ever made contact with them they are totally committed.

K3 CAPITAL (K3C): CORP Positioned to flourish across the cycle following strong FY 21 Full-year results to 30 May 2021 were ahead of expectations (post adjustments) with revenue of £47.2m (against our £46.0m estimate) and adjusted EBITDA of £15.7m. After taking into account an uplift in both revenue and profits following a detailed review of the WIP treatment, we see performance well ahead of our £14.3m estimate. This performance is testament to the Group’s transformation amid a very difficult trading environment, and positions K3 to capture upside across its diversified divisions as the economy begins to recover. We make no changes to our estimates and reiterate our price target of 477p, equating to an FY 2022E P/E of 24.0x, falling to 19.5x to May 2023E. With shares currently trading on a FY 2022E P/E of 17.5x, we see an opportunity to own this diversified, high-growth, fixed-dividend professional service offering ahead of a full economic recovery that has the potential to accelerate progress in Restructuring and deliver outlier profits in the M&A division. The outlook is currently in line with expectations, though the building blocks that have been put in place so far have positioned the Group to capture substantial medium-term upside.

The good news keeps coming !
Another upgrade in profits.

https://uk.advfn.com/stock-market/london/k3-capital-K3C/share-news/K3-Capital-Group-PLC-Trading-Update/84819678

Can you copy and paste it please?

I had an email from Sam Moody the other day the legal team are contacting the arbitrators in the coming week, one of them fell ill some time ago don't know the details though and whether that should slow the process down or not cant see how it would, wouldn't be surprised if Brexit has has owt to do with it lol.
Am pretty confident we have a pay out coming though. It seems the Italians have admitted defeat as well.

And still dropping buy on any weakness and dips
dyor

The 5 year graph is looking healthy could be due a good run up to results in the next couple of months.

Sam Moody's words:

It may well be that the carbon net zero nature of the development along with the special place the Falklands occupy politically speaking mean that UKEF can carve it out as a special case.

Agreed!
with the progress made they look well undervalued but I wonder what Mr Market makes of them?

I have filtered the ****** .Little does he know he may be getting a knock on his / her door very soon regards some of his comments.

Falklandinvestor ACA Garbled who got banned on interactive investor a total ??end

Sorry the email is confidential to me only.

I have communicated with the company today regards the cash position within the company and any future fund raising ( if any ). To say I am comfortable with my investment is an understatement. Time to load up on weakness IMHO.

https://www.malcysblog.com/2019/07/oil-price-rockhopper-united-and-finally/

For Rockhopper this has been a good asset but given a chance to crystallise real value ahead of the formal loan application this was a no-brainer. The company have made a ‘profit’ of some $8m on a $12m investment in 2 1/2 years and putting the money into Sea Lion which will unlock transformational value makes a lot of sense.

For United this is a major piece of business buying an asset for $16m with a market cap of only £14m. As CEO Brian Larkin states ‘this is a truly transformational deal for United. Not only will it deliver our first production, positive cashflow and significant reserves it also offers very promising infill and exploration upside’.

Overall this is one of those deals that appears genuinely good for both sides, RKH has shown an ability to buy low and sell high and has delivered ahead of the crucial Sea Lion denouement. UOG has, in one step, really grown the company, as advertised.

My calculation of NPV10 to Rockhopper of just Phase 1a is a very large number, making the current Market cap of £106 million look like a bargain, but of course realising this value is not under Rockhopper control. What risk factor one applies is a matter of judgement, but my opinion the market is very clearly overly risking Sealion.

I would also note Rockhopper have some longstanding Institutional shareholders, one of whom I had dealings with a few years back. Very savvy guys, and I take comfort seeing them remain on the shareholder list from a far higher share price.

Sealion remains a new development in a new oil province which has risks in itself over and above the project risks outlined above, however I hold Rockhopper and remain comfortable doing so. BUY.