Member Info for monet2

Nice buy at 210,000 above the ask.

04-Sep-25 Beeks Financial Cloud Group BKS Canaccord Genuity Buy 218.50p 335.00p 335.00p Reiteration

10 x 100,000 sells from 8.24 to 8.34, price in between 29.6 to 28.3

No they will not cut dividends next year, do you not think the directors have taken into account the price of oil in $60s? Why pay a second interim 2025 dividend of $133m? Crude oil was about $62.5 when the interim results and now it's over $65. They will be producing much more kboe/d . (FY production guidance range upgraded to 119-125 kboe/d from 109-119 kboe/d, ) (representing a 8 kboe/d increase at the mid-point)

(- Expected acceleration of second interim 2025 dividend to December 2025, of $133 million, due to strong year-to-date performance and cash generation totalling $500 million of cash distributions in 2025)

(Executive Chairman, Yaniv Friedman, commented: "Our first-half results demonstrate the strength and resilience of our transformed business. With production more than doubling year-on-year and adjusted EBITDAX exceeding $1.1 billion, we are delivering on our strategy of disciplined investment and operational excellence. As we adjust our guidance upwards for the remainder of the year, we continue to remain focused on maximising long-term value creation and returns for our shareholders. The declaration of a $167 million interim dividend and expected acceleration of a second interim dividend of $133 million to December 2025, underscores our commitment to delivering sustainable value to shareholders, reaffirming our full-year dividend target of $500 million. Strategic progress across our West of Shetland developments and recent acquisitions executing on our UKCS growth strategy, further position us for long-term growth.")

Asimpleinvestor, Yes you are correct, (shareholders on the share register on ***5 September 2025***)

But Ex-Dividend is Thursday 04-Sep-25, if you BUY on THURSDAY you will not qualify for the dividend.

Tricky, Thursday XD

Ex-Dividend Date Payment Date

04-Sep-25 26-Sep-25

(That could be true. It took just over two weeks from 18/08/25 for the sp to rise from 178p to 235p.

I don't see it getting back to 235p for a long time.)

It just shows how under valued UK oil shares are. I think in about a month or two the SP will be back up and more to where we were before the rights issue.

(I would have gone for a month but EX div on Thursday)

Oak Securities.

Right time, right place: We believe that Pantheon Resources is by far the most exciting energy company listed in Europe on the basis of the scale of its 2C resources as determined by third-party evaluators amounting to 1.6 billion barrels of best estimate recoverable liquids (100% held), its proximity to Alaska’s primary oil pipeline and the robust support from President Trump’s Administration to develop the fossil fuel resources of the State of Alaska.

From scot126 on the GUILD BB

15 1

Well, well, well. Mangrove has reduced its short position very slightly from 0.99% to 0.87%.

They're still short 10.78m shares. Show them some pain?

The key difference between an appraisal well and an exploration well lies in what they are trying to accomplish during the oil and gas development process.

Exploration Well

• Purpose: To discover new oil or gas reserves.

• Location: Drilled in previously unexplored or lightly explored areas.

• Risk: High — the existence of hydrocarbons is uncertain.

• Goal: To confirm whether hydrocarbons are present in a geological structure based on seismic and geological data.

Appraisal Well

• Purpose: To evaluate the size, quality, and production potential of a known discovery.

• Location: Drilled after a successful exploration well in the same field or nearby area.

• Risk: Lower — hydrocarbons have already been found.

• Goal: To define the reservoir’s extent, volume, flow characteristics, and help in planning development.

Simple Analogy:

• Exploration well: “Is there oil here?”

• Appraisal well: “How much oil is here, and how good is it?”

Also, don't forget Rod got a good price for MET1 shares, MET1 is now under 5p.

Metal 1 warning on its own website https://metals-one.com/ about the sponsored article.

Stanleyb RBD has plenty of cash, from Full Year Results for the year ended 31 December 2024

Cash and cash equivalents up 15% at £6.2 million as at 31 December 2024, compared with £5.4 million as at 31 December 2023.

MET1 is back down to 18p, 80M got out at the right time with the looks of things.

A hive of activity constructing the Dubhe pad on Alaska's North Slope, located a short distance from the Dalton Highway, TAPS, and indeed location of the proposed Alaska natural gas pipeline!

https://x.com/pantheonresour1/status/1930214692657496076?s=46&t=ZdUCHl86Wz72LmYu6OgIgw

CNBC.

https://tinyurl.com/3u7b6dur

They can't until all the warrants have been converted into shares and no warrants left.

No it's down 20% - 9p

I'll say it, you don't want to be out for the long bank holiday.

I think mangrove closed the short some time ago but haven't reported it.