The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Just a small point I note from rns
Team are looking to achieve a price of $5 per barrel recoverable
Am I correct in saying we know they have mentioned 22 bl barrels in place and is it 10% recoverable thus giving a predicted figure of over $11 billion for said oil
Wow telephone e numbers even for 800 million shares plus out there
Fingers crossed all to
Play for
Hi wetbandits
Jay ceo is on record as confirming a ten digit figure
Was Being offered by a interested party for a staggered interests in pantheon from this I would assume a deal on future results and positive well testings over a period
But at the eleventh hour jay pulled the plug as they moved the goal posts in their favour and as jay saw it not in our best interests
Also his gone on to say they are still hovering and may be still interested In Some form of farm in
But I’d say we way ahead now with our results and where the company is with talitha and theta results now confirming oil in place And a positive Neville Sewell report alongside schlumberger will add weight too
Lots to play for
Hi wetbandits
Jay ceo is on record as confirming a ten digit figure
Was Being offered by a interested party for a staggered interests in pantheon from this I would assume a deal on future results and positive well testings over a period
But at the eleventh hour jay pulled the plug as they moved the goal posts in their favour and as jay saw it not in our best interests
Also his gone on to say they are still hovering and may be still interested In Some form of farm in
But I’d say we way ahead now with our results and where the company is with talitha and theta results now confirming oil in place And a positive Neville Sewell report alongside schlumberger will add weight too
Lots to play for
Good post wet bandits
For anyone being swayed and investing or selling by all the derampers and rampers posted crap over the last few months then more fool them
The facts are out there the oil is proven it’s there and the team whom are now on board or associated with panr are world renowned and held in high regard
I’m in long term personally and no ramp intended
As in all oil exploration it is long term and in stages in my view
Explore Find. Flow. Production sell. Game over
Good luck all
Rabito
Why are you wasting your time on a form of defence against such negativity towards the company and it’s investors whom it seems are morons for their unwise decision in investing in such a poor company and their bod
Once we hear we’re we are at on the 28 th June from the webinar with the upcoming report from Neville and Sewell across the whole acreage then it will put an end to the constant jibes unless they too are untrustworthy and deceitful in their view of the company
????????
All we have at mo is sp related to bad and negative sentiment and not news or any form of plan goi g immediately forward
It will come
When this moves and it will move it will be in segments of 10p 20p 50p at a time and not
Pennies
Webinar and David Hobbs will produce a plan on all fronts alkaid 2. Data room. Smd. And farminee
Patience is the key I believe and don’t listen to the doommongers
Wti looking good and moving forward
No ramp just my view
Take it or leave it but don’t beat me up for it please
I believe having a past suitor offer a 10 digit figure for some form of deal as mentioned by jay in the past and it to fall apart at the 11hour shows how having an experienced negotiator in the driving seat we will see our assets not undervalued or us as a company taken advantage of or sold down the river which gives me as an investor great comfort
Plus his contacts whom to market this too in line with schlumbergers introductions and data room opening
Lots of ducks lining up me thinks
Very enlightening marmaris
From what I’ve read I don’t honk David has took his position with the company for salary or prestige but to be part of the biggest on land find in the world 2022
And to steer it in the right direction forward and to be part of that
It’s all about who you know too!!!
Next webinar gonna be very exciting indeed
Hi sailplane
Wow just read David Hobbs. ( Telemachus) post in 2021
Now you can totally see why
His been promoted to his new position and why his been bought in
He will now steer pantheon to in my view a great jv partnership or fill out sale
As it underlines willow years away till production and miles from infrastructure
Pantheon = dalton highway!!!!!!! 2 years
Very exciting times ahead
Lots of unhelpful comments and bickering today again by the usual suspects not helping at all
But as a concerned large shareholder I would welcome some form of positive note , from company bod .
buying the extra acres good news but not enough and Dave Hobbs now on board for pr should step up
The depletion of share value and still tanking is a worry but still
Positive will turn a corner and positive data room
Will produce a farminee
But hope any
Deal will be done on value of extractable barrels and not
Share value
Fingers toes ears arms everything crossed
great support is there from new institutions and bod for shares
but let’s keep in mind there 17p !!!!!!!!!!!!
from £1.58 and like all i’m under a huge amount my choice agreed
i think good call to raise and test smd without a farmout and giving away percentages
and then strength to negotiate when results come in from smd with a potential suitor
but like many have stated these a small percentages of our gross being theta talitha at 23 bbls. with industry average at 30% recoverable not the conservative 10% mentioned
*** packet figures 6 b x 70% $42 b
costs to market $30 $18 b
on the table $24 b
let’s get on with securing a rig and a confirmed permit and date for now flow testing talitha and theta and go for the big prize
Candlestick I agree good decision short term
It’s coming up the alkaid 2 drill so winter not relevant as it’s an all year round gravel pad off dalton highway
Note on rns
All board will be participating in the fundraiser
Anyone any idea how long it will take for results
Also confirming $300 mill has been spent to date on exploration costs and 3 d seismic not incl latest alkaid drill cost
LARGEST OIL FIND IN THE WORLD 2022 ON LAND
Not Saudi Nigeria. Australia Venezuela Russia
ALASKA. !!!! !!!!
I totally agree brian and start of
March webinar was welcome to
David Hobbs bought in for communications and very eloquent is he too
Unless they are in sensitive talks
Then all is incommunido until confirmed is the norm I believe
Fingers crossed
I’d also say if we were not in talks
Then as mamaris mentioned we would be pushing on with testing smd
Thought
Jay and others sold some of their shares or options for approx £1.20 last year and now just off 17p I’d been selling the shirt off my
Back and remortgaging if I was them knowing we’ve got the biggest oil find in the world on land in 2022
Or if in talks to farm in or sell would then be restricted to trade or break silence
Hmmmmmmm
Any thoughts