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Perhaps the link may quel your immediate concerns, Peaky.
Many thanks Alistair for the link. In my opinion I see a 15% lift on today's price by close on Thursday. Obviously in my opinion.
https://youtu.be/wRk3E1-118U
I think it's difficult for anybody to declare a company financially vulnerable when the future is unknown. PANR is an *exploratory*, and could be said operates on geological knowledge and to a certain extent speculation. I don't understand why people post on negative scenarios, as placing them vulnerable for future potentials is a lot different to a company that can't pay it's bills. Cash raise? Probably, but not without modelling and factoring the long term rewards. There sits the difference between long term investment and short term trading, in my opinion.
Mother nature is a big part here. The last couple of years has shown that the freeze is later and shorter than historically reported. Work has probably finished early A. for the Christmas break and B. the incoming storm forecast. They would be getting ops home before it closes in. And I respect that considering the enviroment these people work in.
Merry Christmas everybody, enjoy the break!
Money to support Talitha B has been long invested. There is no way they are reliant on Alkalid 2 to fund an ongoing project. Funding for future development of the project, then agreed. Do you think the suppliers are going to take an I.O.U. just in case the flow results are crap? ;)
Apparently they are to try with a re-brand called YOYO.
Please correct me if I'm wrong but I believe the proposed route of the gas line would be parallel to the Dalton highway, in which case Pantheon's current site we are all looking at would be a short distance to install a link and pump house. Messers Conaco and partners will be leaving valves along it's length frequently for just such a scenario I would think. Easy connection.
https://dog.dnr.alaska.gov/Services/Pipeline/Alaska%20Stand%20Alone%20Pipeline
Cringing
This subject formed a discussion on here a while ago as there was a proposal by joint venture to construct a link to Prudeho Bay and beyond, however did not get federal approval. My thinking is it would be stored to run plant and possibly ship to other, similar sites being set up. It does seem to be a waste of resource, but obviously not economically viable (at the moment...) to build a pipeline. Only time will tell in my opinion, as more and more exploration and ever-changing global supply chain issues might change opinion.
Perhaps Derrick has a long term plan that he believes in. Releasing his strategy may instil some faith for shareholders and sparkle some movement in this stagnant stock. They need to come up with the goods soon as it's spiralling downwards quickly.
Having a large mobile gas supply would be no surprise as it would run generators and plant. Using gas for generation is cleaner and cheaper than shipping diesel. LPG generators are common now and that plant will need a lot of power.
The title says it all.
Grim.
Let's reflect on the last few weeks of publicity (by others) surrounding PANR; Accusations of corruption, claims that Previous RNS's have clouded the truth and Josh's recent comments relating to land purchases.
No response from the BOD, no attempt to defend or bolster confidence within shareholders...
Because they didn't need to. The answer is in blue above, and says 22.47% up today as I write.
I say Jay and the board have played a blinder just by staying quiet.