Member Info for Scot126

Hi Pander - I'll give it a shot as best I can. I'll deal with each of your paragraphs in turn.

1) world class in cost of production to be exact. You know fine well it's not referring to other factors such as scale, etc.

2) The A. D. V. F.N. Site and reddit are the best sources for these answers fyi.

3) all correct. Reason for Talitha v's Theta West is because a) Pipeline State #1 drilled in 1988 provided data from which to key off. GB/PANR managed to get hold of old cores and logs in their entirely. B) SoA awarded Unit status to Alkaid and Talitha only. Talitha well stipulated in the Unit award PLUS if opt to leapfrog Talitha and go to Theta West, the advance paperwork would tip competitors off BEFORE the auction date and also, PANR didn't have the 60k acres secured until mid-Jan '21.

4) Good question and one I also struggled with prior to the webinar. The Kuparuk logs were sensational, excellent pressure, most understood formation of all of PANR's Talitha formations thus easiest to value by sector players and debt providers. BUT it wasn't flowing as they expected? Each dataset didn't make sense....why wasn't working like it did prolifically elsewhere on the Slope? The company only received the Baker Hughes VAS analysis last Thursday (see on PANR website, dated by author on the Wednesday) which shocked them because unlike the Kuparuk EVERYWHERE else on the Slope, the Kuparuk at Talitha is oil wet. Highly, highly, highly unusual. Company plus contractors believe different completion technique plus different chemicals will allow Kuparuk to flow commercially albeit not quite with RF of water wet reservoir.

But here's the thing I didn't appreciate. Because the company/Calista/Schlum couldn't diagnose the oil character until last Thursday, they were fearful of going to BFF Lower in case the same scenario happened there too....at which point you've just compromised a second horizon in the well bore. THAT, I didn't appreciate until the Tuesday webinar. Now I do.

5) Bob Rosenthal stated PANR would release it's maiden TRR guidance on Theta West "within a month" from the date of the webinar. Expect IMHO a massive amount of attention in the US, Austin included, when AIM listed PANR announces the discovery of the second largest conventional oil accumulation in the whole of North America. Second only to Prudhoe Bay and thus larger than Kuparuk River.

Hi Hypermarlin - the PANR thread moderated by Darcon over on A.D. V.F.N. is the primary forum for all PANR investment case matters. Hope that helps. GLA

PS No question in my mind, watch the webinar. Remarkable. PANR management plus external validation.

1) NOMAD dotting 'i's and crossing 't's.
2) Company's lawyer dotting 'i's and crossing 't's and then alerting the NOMAD?
3) Paperwork arriving on an exec director's desk concerning the previously reported Kinder Morgan litigation. Copies forwarded to company's lawyers and/or NOMAD which prompts someone to make sure the application to file for bankruptcy under Chapter 7 and Jay's role as the senior officeholder following Bobby Gray's death had been advised to the market and to AIM.

Will today's RNS affect one word uttered by management during Tuesday's webinar? Not. One. Word.

Trust that helps. It's a dead parrot - move on.

This is a procedural tidying up exercise. Jay had to step in as a qualified O&G guy to act as the office holder after Bobbie Gray died. This has zero, repeat zero, to do with Jay on a personal basis. These notifications are very, very common. Next time you read/receive a prospectus, look at the directors and the companies/subsidiaries where they've been office holders in the past and which have been wound up, etc. I've seen some lists which go on for pages, plural. Hope that helps.

No worries. Not sure there's a delete or edit function on lse? A weakness IMHO.

Hi longside - you're not the only shareholder to question PANR's Twitter game. I'm one of them fwiw. I note there's at least one question addressing this matter in Mr Darcon's database in the other place. Hope it prompts a constructive discussion. GLA

Hi johnswan1 - I'm not 100% certain but I suspect, looking at the historical to-and-fro, that theiceberg is being sarcastic towards bigpat?! GLA

Hmmm, thanks for your thoughtful replies theiceberg/csw12. Something for me to consider in the future. GLA

11.06

Quick factual correction, Ddraig. Otto now owns approx 14.3m PANR shares and it retains its 0.5% ORRI at Talitha. Trust that helps.

Hi theiceberg - that's thoughtful advice.

Genuine question. Does L2 access assist "fundamental investor" style market participants? Would you say it's a more a vital tool for those who "trade" rather than "invest"? I ask because historically I find I have no need whatsoever for L2 (being a fundamental investor only) but my opinion may be outdated these days, who knows? Do you have view? Thanks in anticipation. GLA

Hi csw12 - quite possibly and, sadly, it happens all the time on the OTC. It happens here in the UK too, especially at year end (!) but not anywhere near as blatantly as the data you've kindly provided in your post.

The activity you described was part of a pattern of behaviour which currently sees a former colleague of mine awaiting extradition to the US Federal Courts to be tried for fraud. Dressing up the closing price of a stock is easier to accomplish the smaller and less liquid the quote, in this case $PTHRF.

Worth keeping an eye on, for sure, but as the liquidity improves in the US (hopefully) it should fade into insignificance as a mechanism to affect the market.

Sorry, just had to step in here. Njw31's post timed at 13.04 is errant nonsense, utter gibberish. Please do not use its contents when making an investment decision. Please DYOR.

Hehehe, chuckle. The "Boom" posters are more easily spotted for the clowns they are. However if the demand for exuberant slapdowns of egregiously fake "Boom" posts become overwhelming, I'll see what I can do. To assure you of my balance, 3stands, I have Aussie contacts invested in Otto and I didn't hesitate to call out the Otto Marine 2016 takeover rumour/nonsense. GLA

Lolololololol. How's that takeover offer for Otto Marine from 2016 affecting your trading on the market today????

We are truly blessed by your well-researched facts, maxwell1. Keep 'em coming as I understand laughter is recommended for a long and contented life. GLA

Lol, it's not about you and your feelings, maxwell1. Facts don't give a monkey if some post written by an anonymous poster needs to be corrected. The only thing that matters at the end of the day is facts.

Look at it another way, maxwell1. You now feel let down that a source which you felt was reasonable has published a statement which you now find out was incorrect. And yet it sounds like you'd prefer readers of *your* inaccurate post to consume your content, even though it turns out to be incorrect. Can you see the problem with that approach now?

Suggestion? Thank people who correct you when you're *factually* wrong in life (nothing to do with morals, values, opinions, only *facts*) as you'll then be armed to make more informed decisions. GLA

Incorrect, maxwell1. Otto owns circa 14m PANR shares and is subject to a hard lock in until June. Please see recent RNSs on this topic. GLA

cringsing - your number of shares remaining statement, your % calculation and your conspiracy theory about Farallon disguising their trading activities are all abject nonsense. I strongly urge all readers to ignore cringsing's post or fact check it yourself. A combination of reading this year's TR-1s and Conversion RNSs plus Darcon's research on the other side will provide you with all the source material to come to your own conclusions. GLA

Hi Islandgirl - the DW/88E quote was re-purposed by Share Talk....you'll have to ask them why? The quote did *not* come from anyone associated with PANR.

Exciting 4 weeks ahead. Good luck to all PANR holders on this bulletin board. For any UK or Aussie 88E holders or US $EEENF holders looking to find out more information about Pantheon Resources, perhaps because you've seen Pantheon referred to on 88E bulletin boards, the very best source of information is the "PANR - Alaska North Slope (moderated)" thread on A.D.V.F.N.

Hi Woll and cluelesstim - actually, it makes PANR's acreage more valuable, not less. Far from the Willow news being negative or even neutral for PANR, it's actually positive. When you have a spare couple of minutes, Google "States Rights in the USA" and then have a nose around from the present back to the Founders, the Constitution and the Federalist Papers and you'll swiftly see that oil will be produced on SoA land as long as the Alaskan population wishes it to be produced. GLA

Wrong again, cluelesstim. You rally must educate yourself on Federal v's State land and the law as it pertains to mineral rights. Whilst you're at it, Google "States Rights in USA" and you'll see legal precedent going all the way back to the Founders, the Constitution and the Federalist Papers which enshrine the state's rights with the Federal structure of the Union. Hit the thread up again once you've done that.