Member Info for Montyfino

I wasn't aware of that case. I will stay away for now.

Obviously its important not to go overboard on this. I've got about 6% of my sipp in pat. Has anyone got higher proportion of their portfolio in this. I keep thinking of getting more but I have a good average and my last buy was 15p.

I dont gallmatt however if you keep challenging it I find it very useful.

Realistic Outlook

Legal Win Chances: Strong, given BIT protections.

Timeline: 3–5 years for award, plus 1–2 years for enforcement/settlement.

Most Likely Scenario: Panthera wins on merits but faces delays in enforcement; India eventually negotiates a settlement to protect investor reputation.

I don't but India has a poor track record

AI says

Chances of Success

Legal Merits: Panthera has a strong case under the BIT, similar to Cairn and Vodafone.

Practical Enforcement: Even if Panthera wins, India may resist enforcement, citing sovereignty or public interest.

Most Likely Scenario: A settlement — India may prefer to negotiate rather than risk another high-profile loss that damages investor sentiment.

🌍 Implications

For Panthera: A win could transform its valuation, but delays in enforcement are likely.

For India: Another test of its investment climate credibility.

For Investors: Confirms ongoing risk in India’s resource sector despite reforms.

✅ In summary: Panthera’s case is legally strong and backed by funding, much like Cairn and Vodafone. The most realistic outcome is a settlement after prolonged arbitration, since India has a track record of fighting BIT claims but eventually compromising to protect its global reputation.

Would you like me to map out possible timelines (arbitration phases, appeals, settlement windows) so you can see how long Panthera’s case might realistically take?

Talking heads

Unless a deal is struck early. Maybe with it being against a government rather than a company it may make it more likely. Or maybe less.

Cheers Galmatt

Are we looking at a smooth share price trajectory or will it just revalue on ongoing rns news. What is the next milestone for us ?

Released stuff pre cash , now they have cash

Nothing

Terrible. Nobody is here for the road, its distraction.

Shocking

No reason for this. If they had hit anything worthwhile they would have released it.

If pr1 can retrieve anything like 1 million it should be used as a share buy back .

The price was about 9p then so the company was worth around 15 million. So they sold around £1.2 to £1.3 mill.

Has anyone got the value of shares prim held and sold.?

Https://clay.earth/profile/ben-secrett

Looks like they want the new guy.

Aim

If they do release news you will be down again.

New comp secretary announced in Aus rns.

Well, you would put just about the highest figure you could that the defendent would have real trouble disputing in court. If it was me I would use a 12 month average.