No Brom it’s not, but this season’s hype was all about Merlin. As per my Reddit post I have been more than generous assigning as yet to be released numbers to 88e’s resources numbers in my analysis.. Why Ddraig would want to block me on here and then proceed to cut and paste postings from another board is beyond me. As shown I see significant potential upside in 88e also, a point Ddraig has failed to raise.
Ddraig, happy for you to answer that question? Give us all a laugh. You can ask your friend that works in the oil industry if you want. I assume you are still in touch, given you have blocked most of the people that work in the industry on here. PMSL
Brom, you are correct. Ddraig managed not to warn people about getting shot or advise people regards suicide. It was the 11.05 post. Might be another of Ddraig's monikers mind you, we know he has multiple IDs on ADFVN.
RE: Katie@Thoughts_NJ . On twitter19 Jul 2021 14:34
Dazzle some response to your points 'Considering 88e have the ESG initiative and PANR haven’t' - 88e's move and is hardly groundbreaking or indeed time consuming. Their PR on this is likely related to the increased environmental issues they may encounter in the NWPR opposed to anything else. 'With no proper flow tests or details on specifics unlike 88e'. - I believe it's only Pantheon have carried out flow tests (2) on conventional plays. I understand 88e did this on the HRZ and the takeaway was the sweet spot likely lies in PANR's acreage in the TAPS/Dalton area. Thus far Pantheon have provided a third party report (Baker VAS), 90 minute webinar (another to follow), two resource upgrades on declared discoveries at Talitha (2 to follow), meanwhile 88e have confirmed the presence of oil in 7 out of 18 cores (PANR had oil in all 100plus samples taken across 3700ft column) and not much else. What exactly do you mean about specifics? Ask your self who would be the better company to be approached for a potential J.V or MERLIN/UMIAT buyout ? - Probably 88e because Pantheon don't own Peregrine or Umiat. Understand recent transactions values these at $30-$40M. Given the reliance on Willow infrastructure it might be Conoco are the only potential suitor and they will certainly hold most of the cards in any negotiation. Who has been more consistent in exploration? Pantheon have consistently focused their Alaskan efforts in the one area next to TAPS, whilst 88e have drilled HRZ, Winx (Pantheon minor partners), Charlie and now Merlin. Next up looks like Harrier so it depends on what you mean by consistent. 'Why OTC pick 88e 1st and not go with PANR?' - Probably because of they paid promotion by 88e. Does seem baffling a 270MMBO drill has been given more attention than the 1000MMBO plus drill particularly in light of the above. Each to their own I guess. Good luck to all PANR and 88e holders I know many hold both, below is link to my 'cross ramping tinpot maths' peer analysis ;) https://www.reddit.com/r/PantheonResourcesPANR/comments/nh5uqs/updated_panr_valuation_based_on_oil_search_deal/?utm_source=share&utm_medium=web2x&context=3
09.38 & 09.40 Hahahahahahahahahahahahah. Go and read the Seabee resource upgrade and see if you can spot the words estimates and potential, its common industry language. Can someone tell Ddraig I am still alive and laughing at his comments.
As for the leak PANR was covered yesterday by a US Tipster, hence the increase in volume. Everyone knew resource upgrades were pending as Pantheon told us this at the last webinar.
Of course any upgrades for the SMD, SFS and Kuprauk are good for 88e. As I covered in my 'cross ramping ' Reddit numbers.
Zeus, the test at Alkaid was on a SMD sand, indeed a deeper sand than the B sand which has been released today. Therefore whilst obviously we can’t assume flow at Talitha, we do know that a deeper sand of the SMD was successfully flowed at Alkaid. We also have the VAS results which indicated a mobile oil in all Talitha sections.
1. How did he get these shares, given recent deals with tax credits, APDC I find it difficult to believe he bought them in the open market, as he would likely have inside information. Happy to hear others thoughts on this. 2. ELKO were shown in the annual report in February as being in the Top 20 shareholders, however come May they are not there. Have they sold? 3. This interesting and could easily be part of a data sharing deal. 4. Sssshhh, don’t mention PANR. It’s a shame 88e never held onto their BFF leases. 5. Nominee accounts representing new OTC holders. 6. Rather have an oil man, or Dave Wall. 7. Wonder if he is getting paid in shares, he might of brokered the APDC deal. 8. OTC crowd and their bad math 9. I can think of one other debt free exploration company.
Umiat, will be highly surprised if they get this drilled before 2023. Looks like they are going further north next year (Harrier) opposed to south.
Seehawk, with Willow and Pikka looking around $35 break even, $40 seems likely given location and resource size looking smaller than these two. These fields may be dependent on Willow therefore Conoco will hold the cards unless a significant export line is planned.
Surely DW would still have had ‘inside information’ after he left the company. Therefore to me it seems unlikely he bought those shares in the open market. I would have thought any info on lab tests, tax credits or APDC deal would surely qualify as inside information.
05.55 Yes Ddraig, I am happy to use the same moniker on stocktwits. I understand you use multiple aliases on other boards.
Please note for full transparency I also posted the below on Reddit which shows 88e could well be trading below my NAV estimates. On Reddit I was assigned that profile name but most ADVFN posters know it’s me. You will note no abusive language or attacks on people’s mental health.
16.05 Yes Brom, however don’t Erik Opstad (ELKO) and APDC not have any credibility. Whilst I hope for all holders that the results are positive, not all indicators point to everything being rosy. It’s likely pointing to a mixed bag of results similar to Lima in my opinion. The big question is how will the US react, if it has a picture of fluorescent cores it will most likely be positive lol.