Member Info for Siggins

Yes it does answer my questions tony.thank you very much.my questions to you were sincere as is my response.

i dont necessarily agree with copilots answers because positive news and fomo can take share prices to very unexpected prices sometimes.you only have to look at meme stocks to see that[panr isnt a meme stock].

i also think copilot is not taking into account potential creative thinking by someone like Spencer.

i think the expectations of yourself,cbaron and indeed copilot are that if a farm in/out is achieved that it will be a vanilla deal

and maybe that will end up being the case,but if it is , then Spencer will have disappointed me and i presume many others.

i think its reasonable to guess that spencer grew tired with the lack of progress and decided it was time that he showed hobbs and the rest of us what real creativity and negotiating skills can achieve.will he deliver?dont know but i hope so and i hope that a vanilla conclusion is not where we finally land but even if we do,i would not be surprised that the mere smell of a deal could lead to fomo.

lord spencer has quite extensive dealings in various guises with the oil and gas and associated industries so who ever sits opposite him in a negotiation is going to realise quickly that he is very switched on.

so in conclusion my thought process is if a deal happens,will it be creative or vanilla and if the later will it still cause fomo even if fomo doesnt last long and will there be a curve ball in the interim if the Dubhe pressure up tests provide us with an unexpected gift,because when you listen carefully to Max and the time frame he suggested,it may just be something that most of have given up on.

i dont know where pantheon will end up and i have zero clue where the sp will be from one minute to the next.

Tony..

its anyone,s guess where the sp will be.

you are relying on copilot but does copliot build in to its prices human behaviour?

in the event of various degrees of positive news,does it factor in fomo?how do you measure and predict fomo?

what if member sof the management or board bought shares at some stage,does it factor in that,assuming that could be perceived as being very positive?

does it factor in under and overshooting in share prices?

does it factor in what could happen to the sp if hormuz remained shut for much longer than is hoped for and oil prices soared from their current levels?

does it factor in huge new interest in the stock if pantheons story was covered by major media outlets?

does it factor if a serious oil trading co bought a stake in the company,even if it was only say 5 pct?

etc etc etc..

i am not saying any of the above will occur but none,one ,some or all of the might.

finally,do you have any evidence where you have asked copilot to predict forward share prices and it has been correct and have such predictions been in oil exploration companies similar to pantheon?

i am not saying copilot is right or wrong but for you to push their predictions i assume you have asked copilot all these types of questions before putting them on here?

Brombarb..but arent panr looking to do seismic reprocessing which will adopt new technology to better understand the current proprietary seismic tests and provide far greater and granular detail, all of which will then be used if there are willing parties wanting to buy into the project and therefore make your concerns less important or possibly obsolete?

Cbaron

unless there are regulatory reasons[cant see what they would be seeing as they have been interviewed on podcasts] for pantheon,s ceo/chairman not getting themselves interviewed on bloomberg and cnbc,in their shoes i would view it as the most obvious step to take.

the fact that they havent,makes me wonder if they have missed a trick or are they in talks with potential partners and dont see the need to find a wider audience.i have no idea either way.

that is not a ramp.i am not saying they are in talks,but it makes me wonder.i clearly could be clutching at straws and reading too much into it,but either way i think they need to get on these mainstream,global audience business channels.

if others agree,why dont people lobby pantheon to do so.

instead of us all squabbling here amongst ourselves,why not be proactive instead.

Cbaron

ref alaska versus the lower 48,my observations are that the low hanging fruit ,cheap to produce lower 48 sites are drying up rapidly or may have gone altogther,hence why the majors have been so active in m and a plus there is a fear that the shale patch is approaching peak production.

the majors have to keep their forward production portfolios flat at worse and aside from guyana,they have largely managed those forward production estimates by consuming smaller lower 48 companies rather than from new discoveries.

so where do they go next,Alaska? as for cost Max has talked at length on that matter.

as i have said before,i dont think that pantheon are doing enough to get their story to a wider audience and if they were to take those very simple steps to get on cnbc and bloomberg,i think the company would attract a very interested,wealthy new audience which in turn could possibly have its benefits.

i also wonder if such tv exposure will attract middle eastern producers.the war with iran has maybe taught them that they need some production exposure in other parts of the world,where they can rely upon stable governments and waterways.after all,the likes of ADNOC bought significant positions in lng production facilities outside their own region and that was done pre war.

Cbaron..you claim that you are long but you waste no time in attacking other longs more or less every working day.

i dont have any idea whether the pantheon team will extract a great value for us all or whether they will flop.

i know what i want them to do and i know what the ier,s have said so far and i personally like the management teams knowledge and i believe them to be very professional and sincere .

so what is it that you want us longs to do???..are you telling us that you,cbaron ,see at best little or very limited upside and that we are all wasting our time and should move on??..are you telling us that the share performance can only work in a logical way and moreover its has to be based upon cbrarons logic ..do you not think that irrespective of the rights and wrongs of companies,share prices can sometimes under and overreact to extremes or that sometimes what appears to be expensive to most can be competitive to others,because they see something that others have overlooked??do you not think that there actually maybe companies out there who can see that their own oil reserve portfolio is shrinking and that foreign exploration projects carry great risk and expense for obvious reasons and they have to find somewhere new to invest and explore and that they will take into account relative cost and knowledge of different leases and may consider an onshore Alaska proposition as a serious potential because costs and likely hood of other projects make the alternatives too expensive.

have you considered that some oil producing companies with declining production portfolios may only be experienced in onshore projects and cannot enter the offshore world[ and that even if they did venture into the offshore world,when was the last giant find in the gulf of america?]??and have you considered that such companies may also be put off by the cost of drilling in the region,bearing in mind you are talking about rigs costing high 300k,s to close to 500 k per day[depending on your spec requirement] to hire and you wouldnt be talking about hiring them for days or weeks but likely would have to commit to a year or more at those rates.

clearly you cant see many ,if any ,reasons why the share price could rise dramatically nor do you seem to see pantheon and its shareholders enjoying great profits.

what you want us to do is focus on cbarons negatives.

so what are you saying,we are all stupid to hope good things and good luck can materialise and therefore we should all just walk away now with our tail between our legs and move on to something else?

if pantheon succeed[and i accept that they may not],it may just be in a way that you have not considered or have been unwilling to accept is possible.

i am not commenting on other posters when they speculate on what they feel the share price could be,because i frankly dont know.

Interest,it may give pantheon a greater platform from which to negotiate..

up until the ukraine invasion,esg meant oil was the bottom of the pile,now its at the top.

the talking heads on the bloomberg and cnbc struggle to come up with names beyond the majors and the supporting companies and when investors do look at them ,they cant help but notice that most if not all are trading at or close to an all time highs...it doesnt leave the audience with the feeling they have found something that others may have missed.

Cbaron..

i just dont see why you and tony feel the need to pose the negatives more or less every day.it just doesnt add up.

its as if you both are self appointed arbiters of what is and isnt correct about pantheon and what can or cannot be said,yet at the same time claiming to be

long.

putting aside the obvious obstacles the company needs to overcome and whether people feel pantheon will ever produce commercial oil or not,there is at least some evidence that keeps some of us longs interested and hopeful enough to continue with our long suffering in the hope that our patience will pay off.

i for one and happy to leave the experts within the company to do their thing but i believe the company is and has failed in one very obvious opportunity and that is telling the story of the potential of their leases to a wider audience,beyond a small band of AIM investors.

i am not talking about the oil companies but a global investor audience that to this point has no idea that pantheon even exist.

stating the obvious,oil is now the global centre of attention for all economies and industries.

it dominates channels like cnbc and bloomberg[both of which have more or less global access.

i could easily imagine that both channels would climb over each other to interview the chairman and ceo of a fledgling company that could/may/potentially[all necessary caveats]be sitting on the largest onshore oil discovery of 2022 and consequently,again with caveats,the largest onshore discovery in the usa in a decade or more.

i am an avid viewer of both channels and they love stories that are relevant to current issues,especially a story that is largely unknown.

now i am not saying they ramp themselves nor provide advice to the viewers,but just tell the story,assuming they are permitted by regulators.

people want to hear these strories.they dont want to be bored with endless vanilla analysts talking about the magnificent 7,they want to hear about something fresh and exciting, especially when the location of the leases are in north america and on state lands.

pantheon needs to be a global story not a small time company.

m and a opportunities are shrinking in the shale patch and the majors are to a large extent only able to keep their own forward production estimates stable or higher because of m and a rather than finding great new discoveries.ok,so maybe exxon and chevron have been bolstered by guyana but tell me where the other great global discoveries are.

now more than ever usa oil cos have to look beyond shale and a global listening audience needs to be educated to that fact..ask yourself this,if pantheon were interviewed by both bloomberg and cnbc,do you think people would switch channels or be glued to their screens,soaking up every word of what max and m spencer could say.

again,it wouldnt change whether pantheon ultimately succeed or not but if a wider audience created greater share price

Cbaron.

most days you seem to want to focus on the negatives whilst at the same time claiming that you are long.

do you think that m spencer is going to sit at a negotiating table and point out the negatives to the counter party and ignore the positives.wouldnt that be dumb?and if the negotiations took days,weeks or months,do you think he would remind the counterparty every day of the negatives in his company,just to hammer the point and whilst doing so ignoring all /any positives.

what company in what industry has 100 percent positives and no negatives?...and yet we see a constant flow of buy outs and m and a,s across the globe in most industries despite the targeted companies never having 100 percent positives.

you are either not really long and are trying to kid us or you are the type of person who lacks any kind of drive and ambition to overcome problems and push through them/solve them.

if the business world was full of people like you we would still be living in the dark ages saying nothing can ever be done to change our existence because all and any problems equal the end of the road.

i have no idea if pantheon will succeed or not and maybe obstacles that they face may never be over come but i have placed my bet..i would never suggest anyone any financial advice as to whether to buy/sell any stock,they all need to do their own work on it or take suitable professional advice.

clearly the share price reflects that things have not gone the way the company would have liked,but does that mean the end?who knows,i dont.

they are engineers.they are there to try and solve issues.

m spencer is there to solve money issues.

thats the way i look at.

if you and others on an almost daily basis repeatedly point out the negatives whilst at the same time claim to be long,i am pretty sure that i wont be the only person doubting you and your friends motives.

Cbaron once again searching for the negatives but not referencing any positives and yet claims he is balanced...as well as claiming he is long.

Wow tonynorstom,you really cant contain your anger today all because the share price ticked up...dont worry, you can spread some more negativity tomorrow which will hopefully calm you down as well as cheep you up..i bet you will have a sleepless night hoping and fretting that the share price falls tomorrow so your long position can look worse.

Come on cbaron,cheer us all up,find some more negative things to say,but try something new rather than being repetitive...

i am sorry your position in pantheon has had a really good day.i totally understand your anger in seeing you have more money than you did yesterday in pantheon as a result of the share price improving.

if it makes you feel better all us longs are having an awful day watching the share price rising.

Poor cbaron,he is so angry that his shareholding in pantheon has risen today.

no wonder he is angry.who wouldnt be,when a share you own has a good day and your position in pantheon shows a better number than it did yesterday,you couldnt be anything but angry.

i am having an awful day because i too am long in pantheon and my position has really improved today.damn.

i hate it when my portfolio rises.

its just not fair.

Cbaron and tonynorstom are really not happy today because the share price has risen and so too has their investment in pantheon..nothing worse for an investor than seeing your portfolio having a good day.

i guess they are hoping to find some fresh negatives or repeat their same old negatives and hope that pushes the share price down so that can gleefully watch their portfolio lose.

no one likes having a good day especially investors.

Cbaron..people will make up their own minds if the believe you or not..

Cbaron...so are you long?

i wont bother to respond to tony the pretend long.

Come on cbaron,be honest

Cbaron,are you short?

Tony most be so stupid to think he can fool anyone that he is long.

Poor tony...too dumb to realise that we all know he pretends to be long.

but he loves to have the last word so lets watch his stupid response.