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Bless, Louis10 thinking Jim's blog has equivalence to Hobbs published papers with CERA and KAPSARC. Is there no end to this guys devotion for Jim , it's actually quite cute. Cute in totally weird kind of way.
Note Michael Spencer has always had CFDs as part of his core holding. A simple search of historic TR1s could have told Jim and Louis that, research isn't his thing though. Much better just chucking out wild guesses and unsubstantiated nonsense.
Also well done to Spencer on his successful purchases. Louis/Jim like many other bears fail to realise there has been far more opportunity to secure multiples by being long (as much as 2000%), opportunities completely missed by Jim/Louis, whilst the short has delivered around 90% at best.
But you and Jim haven't ran any economics though have you. That would be too much like hard work, much easier just to insinuate fraud.
Luckily though we have an Executive Chairman who has done the numbers and has put his own money behind it. As a reminder here are some of the papers Hobbs co authored on tight well economics.
https://www.kapsarc.org/wp-content/uploads/2016/09/2016-012-Kleinberg-etal_MIT-Center_Hobbs.pdf
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/43227/1296-ihs-cera-special-report.pdf
Louis perhaps you can share links to Oil Man Jim's published papers in the same area, given sharing Jim's work seems to be your area of expertise.
To go further if your main argument was there has been no farm in interest, then this would be a fair point. It's wrong as we know Pantheon have openly discussed a previous deal which failed prior to the 2021 fund raise.
But this isn't good enough. It's all accusations of lies, fraud, cleaners etc. Totally unsubstantiated claims of illegality. I mean imagine everyone went round doing that, society would quickly fall apart. But people like OMJ don't care about ethics or integrity, much more concerned in protecting their ego and self perceived reputation.
Louis, no the people who have made baseless allegations of fraud have zero integrity. That was they key link to the people I referenced. For instance I have no problems with Mangrove as I have not seen them linked to any false claims of fraud.
Jesus Nigel, by associated gas reservoir I assume you mean an oil reservoir. If you do it's really not worth responding.
I think you're mad if you think Pete B has a clue about O&G. He was cuddling up to the shorters who were posting the falsified documents. Another guy with zero integrity to add to the likes of Louis10, OMJ, Stahel, Perry etc.
The GOR is far from unhealthy, indeed will likely improve recovery rates. Pantheon will have a choice of reservoirs to reinject into.
Reminds me of Brevarthan saying there was not enough gas, then too much. Another non O&G guy who thinks he knows better than Hobbs, Cheatham et al. The resource is so big that they will have multiple options what they can do with the gas, export up to Prudhoe for reinjection there. Oh and what happens if that gas pipeline e gets built, not necessarily needed but it would be a welcome bonus.
of course you have an agenda, to promote jim's blogs and support his unsubstantiated claims/insinuations of fraud. pathetic stuff it really is.
would love to see omj interview hobbs. can imagine him there with his cut out daniel day lewis mask on while hobbs hands his **** to him. the only omj media that would be worth paying for.
'but, but fraud. but, but you are a cleaner. the group, the group.'
These guys are just using similar tactics as OMJ and you. In your and Jim's case the claims are unsubstantiated, in their case they are supported with false documents.
Last trading day tomorrow for your single digit
prediction to come true. Looking like you could be 300% out, almost as big as the 700% rise Jim missed while being almost always right.
Another old post on this from another site below. Whilst OMJ claims of fraud are unsubstantiated these guys went one further and used falsified documents. I think Jim supported these guys by saying they are rarely wrong whilst insinuating fraud himself.
'The document is available in the original tweet. The IP address is clearly false. Of course this is also ignoring the fact many people including the the company know who Scot126 is. Scot has been posting since will before Pantheon entered Alaska.
It was a clear attempt to link Pantheon via its shareholders/supporters to some guy in the Alaskan courts because of his dealings with an Alaskan oil company. At the time of posting Stahel said 'let the shorts do the rest', therefore a clear attempt to support the shorting with a fraudulent document. Which was also supported by Fraser Perring who used it to claim it was part of a 'organised criminal network of pump and dump'.'
https://twitter.com/BurggrabenH/status/1591932359662006273
No, it's another thing we have already discussed as well. Luckily I often type my posts in notes on my phone see here you go (again).
19th October 2019 when the share price was 17.9p OMJ stated 'This isn't really a surprise to those who follow this company, but how an earth does it continue to hold a £90million market cap? The most interesting is who supports the share price of this company and why?'
He continued to be negative all the way up to £1.50, but was briefly correct a few weeks back when you were stating he has been right from £1.40 down.
You seem to have a selective memory, must be hard recalling all the stuff you make up I guess.
We discussed it, you mentioned you weren't a fan of Alex Stahel who shared the falsified doxing document. You seem to forget a lot of things such as OMJ being negative on Pantheon from 18p to £1.50.
Can you point out one other thing that I am making up? It's you (and Jim of course) that's made the unsubstantiated claims of fraud, cleaners and secret groups etc. He even claimed my Twitter account was a reactivated pump account, it's not.
Don't worry Louis, OMJ comments generally have the opposite effect at these prices as we have seen when he was bashing it a few years ago at 18p. I think most just see his blogs as a retired old man trying to stay relevant.
If OMJ/Louis10 had any integrity they would call out the shorters who posted the falsified doxing, but of course he never, choosing instead to add his own unsubstantiated claims of fraud. Pitiful stuff it really is.
Anyway SMD frac data to look forward too.
Literally two clicks away
https://www.lse.co.uk/rns/PANR/result-of-capital-raise-gzxxhaa1v3hm1ty.html