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This is going to be a monster and completely below the radar. I’m wondering if I can afford another chunk
Really tried but I’m holding all my shares and price is back at 0.30. Tomorrow is another day
I’m holding until the RNS, which I’m hoping will be spectacular.
This is years in the making and hopefully a major catalyst to a jv or sale to a major.
0.29 paid, go on keep going, get up there
If someone is chucking in 40K on a stock worth a quarter of a penny on no news then they definitely know something
This is now getting very exciting, something has leaked and someone is making increasingly large trades
11,000 barrels a day @ 73.99 makes us just under USD814,000 per day
Hopefully something is bubbling
When do you think we will hear Kew?
Some chunky buys going through today?
Is there a leak?
https://**********************/2021/05/88e-eeenf-char-oiglf-prd-sdx-sdxef-pqe.html
Oilman Jim's comments on HUR
Does anyone have a sensible answer?
I do find all this mad extreme discourse a bit pointless, I am underwater on this share but I do believe positive steps are being taken to sort the mess out. I bought some early this morning and will buy more if the company keep pushing along with mining in greater quantities.
Good Luck Everyone
When are VAST publishing their mining figures?
I was watching the core finance interview with Jay and Bob again this morning, and Bob looks so annoyed that the market hasnt twigged how massive his discovery is.
All the hours that he has put into this and this should massively further ahead we should be close to a pound
Complete betrayal by the board, total bs from trice in the beginning as well.
I’ve just cut my losses and moved it into Pantheon Resources who have found 12 billion barrels onshore in Alaska, rather than messing around on boats and unknown basins.
Also Jay said in the interview they’re going on a roadshow in June, which will hopefully stir up a lot of interest.
Part 2
LT Brent assumption of $57.5/bbl, results in an unrisked valuation of $6.5/bbl. While it is still early in the evaluation of Theta West and there are remaining uncertainties related to its size and commerciality, we think that this disconnect in market value is too stretched. Target price and rating Our risked NPV10 target price remains unchanged at 100p, based only on independently determined resource estimates for a subset of Pantheon's overall potential. While we see upside potential considerably in excess of our target price, we also recognise the risks and so we maintain our Speculative BUY rating. TP basis - Alkaid 2C+Talitha SMD net unrisked p/shr 219p Total Talitha net unrisked p/shr 382p Total Theta West net unrisked p/shr 832p
Saw this kindly posted by scot 126 on the other site
Dear All - please find below an updated note from Canaccord. The analyst who covers PANR was on holiday last week, fyi. Undervalued Alaskan appraisal opportunity Canaccord Genuity view Pantheon's recent announcement of company estimated 1.4 bnbbls net recoverable resource in the Theta West project - based on further analysis of the Basin Floor Fan (BFF) reservoir discovery in the Talitha#A well combined with the extensive 3D seismic database - highlights the scale of the potential in its 100% held Alaska North Slope licences. That resource is in addition to the potential in the other reservoirs in the Talitha project, and Alkaid. The combination of 1) the very large resource, 2) access to services and land transportation via the nearby Dalton Highway, 3) availability of export pipeline infrastructure through the Trans Alaska Pipeline (TAP) which passes across Pantheon's licences, 4) a politically safe location, adds up, in our view, to an unusual combination in the E&P sector of positive attributes. There are though still uncertainties. Clearly the Theta West reservoir (BFF) requires testing - the end of the winter drilling season in Alaska in early April precluded that in the Talitha#A well - and further appraisal drilling, before the scale of the resources can be better defined and, most importantly, commerciality demonstrated. Recent Pantheon progress Acquired remaining c.10% holding across part of its acreage from a junior partner, giving Pantheon 100% ownership across all of its acreage on the Alaska North Slope. Added 66,000 net acres, giving a total of 160,000 acres, through State land leasing, which expanded its footprint/control of the Theta West project. Drilled Talitha#A finding five sandstone reservoir zones over total 3,700 feet gross oil bearing interval. Only one zone was tested, inadequately. Benefitted from much improved oil prices that have a significant impact on potential commercial value. Theta West - the emerging focus Confirmation of the potential of Theta West, based on Talitha#A drilling results and the 3D seismic data. Theta West is interpreted as a direct analogy to the nearby producing Tarn field. Tarn is smaller but shallower with expected 40% recovery factor. Pantheon estimates net oil in place in Theta West of 12.1 bnbbls with projected net recoverable resource of 1.4 bnbbls (average 12% recovery). 3D Seismic data supports interpretation that the BFF reservoir thickens and improves in quality to the northwest of the Talitha#A well. Valuation - market value, transaction metrics, theoretical value Market value: Considering only Pantheon's estimate of 1.4 bn bbls Theta West resources yields a current market valuation for discovered resource of c.US$0.2/bbl. Transaction metric: Oil Search's cash acquisition in November 2017 of smaller in-the ground Alaskan oil resources was at US$3.1/bbl. Modelled value: Our modelling of a potential Pantheon development, based on o
If Exxon or Chevron or anyone offers GBP1-2 per share I would bite their hand off
Those sly buggers, they drove the price down to hoover up millions of cheap shares