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Unlike you Louis, I know who he is, have met him and have communicated with him.
That's why I know your post is a complete lie.
I have told you my position before, I can't lose on PANR but obviously not up as much as I have been. Also know there are people out there who have lost and have genuine empathy for them.
Quite frankly don't give two hoots if you believe me or not. You are either a guy pretending not to be himself or a weirdo sycophant. Not sure what's worse.
johnhenry, it is indeed all about finance. however moving contingent resources to reserves can be done on a step by step basis as hobbs described. alkaid 2 must be close to proving up a small amount of reserves, if not certainly one more successful well may.
have no problem with people discussing real problems., its the finger in the air guesses at commerciality from brevarthan and omj that boil my **** along with completely unsubstantieted claims of lies/fraud etc. these guys think they can circumvent the actual work to define commerciality and expect you to pay for there guesses. there is a ton of work required to determine commerciality and they have not done it. pantheon have done it, lka have done it and now we wait on nsai to do there bit. only one of them claims to have worked in the industry and he has been nowhere near the recent advancements in tight oil.
Here's Real Oil Man David's latest interview.
https://www.proactiveinvestors.co.uk/companies/news/1019381/pantheon-resources-sets-aggressive-strategy-looking-to-take-steps-to-bring-fields-into-production-1019381.html
Ah, I see Oilman Jim (Louis) pretending not to be himself has be joined by Brevarthan Research (troughsnout) pretending not to be themself. Yet it's the board lying to you they claim. Cute they have each others back.
Let's see if NSAI reports agree with their claims regards commerciality.
Neil for some reason I cant see my whole post, not sure if you can, here goes again.
Exactly Neil, OMJ loves to talk about when he first mentioned something, what its peak was and therefore the opportunity for profit. Although for some reason Louis assumes that nobody here took any profits on the rise from
Exactly Neil, OMJ loves to talk about when he first mentioned something, what its peak was and therefore the opportunity for profit. Although for some reason Louis assumes that nobody here took any profits on the rise from
Exactly Neil, OMJ loves to talk about when he first mentioned something, what its peak was and therefore the opportunity for profit. Although for some reason Louis assumes that nobody here took any profits on the rise from
Yes, right about a ~80% drop but missed out on the >700% rise. Which one do you think delivered more money.
(Yes I am back, turns out Oil Man Jim's original site which I linked is on LSE's banned list, hopefully the new one will follow)
hi louis, here is jim dissing it at a market cap of £90m. here's me thinking he was always right.
http://**********************/2019/10/88e-alba-bpc-coro-czn-eme-exi-igas-matd.html?m=1
it's not difficult louis, i significantly increased my holding post talitha (the opposite of what omj would recommend) and took some money of the table at plus £1. it was actually in consideration of some points david hobbs made, an oil man who doesn't hide behind anonymity.
If I had listened to Jim I would have missed out on the rise post Talitha from 20p to £1.50. I remember him saying it was overvalued at $250M, it >4 bagged from there. Thankfully this rise means I am still in profit now.
Anyway as I thought, nothing of substance behind your claims, not unlike Jim. A man not even willing to put his name behind his subscription site. Who's the real charlatan?
Peakybrum, call me old fashioned but I believe unfounded attacks on the company should be challenged. It's pretty clear from Louis responses that there is no meat on the bones to his assertions.
If you think that the CPRs will stop people like Louis/Jim I think you will be disappointed. Jim/Louis need to keep up the whole industries a fraud piece to pretend their points are relevant.
Am asking you Louis, you say Jim is always right and share his opinions everywhere? So surely you should be able to justify them. You made a miserable attempt when Jim was saying the majors aren't interested in tight oil anymore. Let's see if you can do better this time.
Was Brevarthan grossly misrepresenting Talitha API when he quoted the API for Diesel/Kerosene sample to be that of Talitha, or when he was in here spouting Pantheon have no core samples?
Come on Louis give us something to debate?
'Grossly misrepresented', I would love to see examples of this. OMJ yet about talking about imaginary pump in dumpers making stuff up. Louis, perhaps you can give us examples of this. Because I can give you examples of OMJ, Stahel and Brevarthan grossly misrepresenting data/info. In the case of Stahel it was a fraudulent document.
Any examples Louis?
Peakybum, make no mistake David Hobbs has authored multiple papers in his time with CERA and as Head of Research at the King Abdullah Petroleum Studies and Research Centre. The two links below relate to papers he co-authored specifically focussing on the commerciality of tight oil and gas.
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/43227/1296-ihs-cera-special-report.pdf
https://ceepr.mit.edu/wp-content/uploads/2021/09/2016-012.pdf
The reality is that despite what faceless bloggers like Oil Man Jim and Brevarthan will have you believe, it takes significant research , data and knowledge and understanding to ascertain whether an oil field will be commercial or not. Very little, if not none, of which OMJ and Brevarthan possess. Any guesses made regards commerciality from OMJ and Brevarthan are just that. Personally I am happy to go with Hobbs et al over these guys and Hobbs was happy to buy >1.5 M shares and hold onto these after he ' spent time and money conducting a review of Alkaid 1 frac performance with third party technical experts'.
Success is by no way guaranteed but the allegations of fraud etc from these so called 'professional commentators' are in fact the only deceit taking place in respect to Pantheon.
Exactly, you have nothing.
Does Mike Smith presenting his SPE paper count as promotion, or Ed Duncan's recent talk? These weren't released to the masses.
Anyway You have cheek talking of pumps given the amount you have been pumping OMJ. All that reading of his blog and you have nothing to offer bar a link to Brevarthan.
I notice Orcadian ain't doing too well, doesn't that make Steve Brown a fraud in year book? Yet here you are using his name to plug OMJ's blog.
'Independent professional commentators' like who? Oil Man Jim who begs for subs? Brevarthan and his not enough pressure, sorry no I mean too much gas? Stahel and his fraudulent documents. Josh Young and his followers who dug up absolutely nothing apart from exclusives about Theta West being secretly P&A only to find out they could have read it in an RNS.
The extent of there research is it's tight and it won't work. If these guys had any credibility they would do some modelling to show expected IP30 flow rates and EURs like Schlumberger, Lee Keeling and soon to be joined by Netherland Sewell & Associates.
But no, these 'professionals' don't need to do the hard work, much easier to shout fraud and get your followers to parrot it (obviously not referring to Oil Man Jim regards followers).
Come on Louis give us something tangible to discuss. Doesn't Jim have any substance in his exclusive content. It's so great you had to share Brevarthan's work and his inability to distinguish the API of Kerosene/Diesel from the Talitha Data.
'I understand PANR is paying Scot indirectly and possibly others, possibly you.'
Where does this understanding come from Jim, Alex Stahel and Fraser Perry?
Jim missed out on the >700% rise from around this level last time. I have every confidence he will miss out again.