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If you are to believed this is a disaster for Pantheon.
GeodesRock said that SMD is a game changer and a company maker.
Pantheon Directors Jay and Bob have said that there is no effective difference in reservoir Quality between Panr wells and Hickory.
I believe them not you.
The UBFF recorded at 200ft in Theta 1.
They found something unusual about it, which I can’t find.
But surely the new appraisal wells will sort that out and maybe another 20% hydrocarbons will be added to the LBFF totals.
Hello Peakybrum,
I write to agree with your second paragraph
I posted on David Hobbs commitments in Jan and Feb I think, have a look at my history. No one disagreed with me.
I was advised during my training, a long time ago, by a senior colleague, do not make commitments unless you are absolutely sure that you can deliver them. So I was surprised by David Hobbs sticking his neck, out as it were. I expect that there are quite a few shareholders are strong on honesty, integrity and delivery. I sincerely hope that D. Hobbs will achieve what he said. After the previous webinar I wrote to MrHobbs and gave him my interpretation of what he said regarding the Q1 2024 announcements of financing. I did not receive a reply, so I am expecting deals not an update on we are speaking to people but we can’t talk about it. Credibility is very important, and all too easy to lose it if spoken carelessly.
Looking forward to that RNS.
Have a good weekend.
Hello Scot126, thank you for your clarity on Michael Spencer. I could not find your post to reply to, it must have been lost somewhere in a kind of purge.
However I will do my sums.
Regarding posters that I have Filtered, I recall that my dad once told me ‘keep it straight, son, don’t drop to their level’.
You are a knowledgeable and hard working guy for the Pantheon cause. Most of us will agree. I’m older than you, but if I may suggest keep it simple when you reply to the antagonisers. They want the publicity that you give them in defence of the truth. I often think perhaps to simply, if I met these people down the pub, what would I do, well I would not give them the time of day, and shut them out. It’s up to you. They rely on your publicity.
One week in March is gone. Getting towards first financial announcement. The question most will be pondering, will David Hobbs back up his promises in a meaningful way.
Why would he say something that he didn’t need to say.
However, I have put my trust in Pantheon directors previously and my operational concerns came to be and then look what happened.
David though I believe is a man cut of my cloth, integrity and honesty is our mantra. Time to place your bets, back him or not! I am with him.
Finally, I get the scientific arguments I like that kind of jousting when it is straight. However, the oil, light or black, and the NGL’s will come out of the ground by the expert producers and even a small company like Pantheon with the new expert staff.
Bring it on.
Just found this piece from Reuters last year saying that Biden admin had approved the go ahead.
https://www.reuters.com/business/energy/biden-admin-greenlights-lng-exports-alaska-project-document-2023-04-14/
Always lots of hurdles, but seems to be real to me, particularly if Panr low CO2, which can be sold direct, or at a higher premium to mix with higher CO2 from Prudhoe.
I would be very surprised if the PANR board are not already thinking ahead, at least privately.
Oilman Jim serenading David Hobbs! 👏
https://youtu.be/SnkjvECEQr4?si=Vgj4bZT_GhkXKAW3
There was an item within the Webinar that I thought was very positive, when David Hobbs confirmed that some of the Vendor Agreements would be completed by 2024 Q1 and the rest including the financial package by 2024 Q2.
I was concerned that the targets were moving on, but the above was good to hear.
Of course David also said that any deals would be announced when completed, so that could be earlier.
I expect that attention will also move to our neighbour's flow tests, I wish them well but not selfishly.
Maybe the upwardly adjusted flow rates have got through.
Also David Hobbs certainty that some of vendor investment will be sorted by end March 24 and the remainder by June 24. He was confident.
FOMO is in the air!
Interest should be heating up towards the AGM which is only two weeks from today.
I was just glancing through the Final Results and noted that we were awarded 40,000 acres in December 2022 and then recently 66,000 acres in December 2023, appreciate we have to wait awhile to get our mitts on those.
However, approx 106,000 acres gained in just over one year is a tremendous achievement, remembering that there are a number of reservoirs under the new acreage. Thats's what I call accretion!
In times like these when many, many folk are struggling in life-threatening situations, do have a thought for them.
We have money invested in a venture that could make us a lot of money.
The trials and tribulations of bulletin boards pale into insignificance, when compared to those that have no food, no shelter, no warmth, and little chance of life ahead.
Hoping for a better world ahead, if only!!!
Just when I was reading the usual negative BS today, it popped into my mind, ‘what was it like for the companies, people and investors who were trying to get Prudhoe Bay moving forward’
You must be joking man, drill for oil in North Alaska, your crazy, you’ll freeze to death’
How are you gonna drill through that permafrost, it’s like rock, man!
Even if you manage to drill, how are you gonna sell the oil, the seas are frozen man most of the year.
WE WILL BUILD A PIPELINE!
Hahaha, a pipeline, where to, what southern alaska?
No way, an engineering impossibility.
Ok you might build a pipeline, but how will you maintain it.
What your are gonna build a road, over the rivers, up those mountains?? Crazy man! You will never do it.
🤣🤣🤣. The NS oil pioneers didn’t give up.
They didn’t give in, no matter the obstacles.
And today, the Pantheon team can look at those men and women and say ‘look what they achieved, they made it easy for us’
The Interactive Investor article was seemingly published on 30th June 2023 by A. Hore.
The first sentence as follows:
Dick Whittington found that the streets of London were not paved with gold.
The first line is from a story!
So I can take a guess at ConorM, must be Connor Macleod, another story, but this time the only one is David Hobbs.