Member Info for Villa01

My take on this is that you could be looking in too deeply? Only my opinion, but if you take the "noisy neighbours" as an example, with all the hype that has previously attracted pre-drill and result surges in prices only to dissapoint (myself being hugely dissapointed and taking 3 years to claw back) then PANR are on another level. I understand the frustration of waiting, but personnaly feel far more confident with this stock than I ever did with 88, UK fracs and other, so-called amazing find oilers. Imo the board release info when it's worth releasing and not to pacify the markets or drum up trade.
As for pacifieing your good lady? Well holding on is your decision, and any profit is profit irrespective of percentage. My view again, so please don't think I'm trying to patronise. Your hard earned cash is valuable as is mine, but it's your call to hold and non of us have a crystal ball. I wish we did.

10.07
It does seem to me that there is a reluctance to publish updates giving some reassurance to investors. The share has stood stagnant for months and imo it would help if the BOD started communicating.
Today's rise will flag up on market heat-maps, so I'm hoping it might attract some more positive investment.

Let's hope it stays rising...

13.52
When you say not an ADR, do you mean an *unsponsored* ADR?

Good question and I found this article that may go some way to explaining it.
https://corporatefinanceinstitute.com/resources/knowledge/trading-investing/dual-listing/

Is that a six pack of beer you're referring to Scot? ;)

Sat @ 10.4% up running into the last hour of trading state-side. What's woken our American friends up? Hopefully not the twitter-rampers...

It's not about discussing share price or oil exploration on there. It's about dick-swinging and abusing people for having an opinion that differs.
Glad I got away from it as well.

Hopefully so Latino, as I've just taken the opportunity to average out a little. Hopefully others will take up on the lower price and we get some market movement as it's been stagnant far too long.

40% down and still in profit?
Well done you. A long wait for some of us to achieve that....

Imo the price should stabilise over the next day or two on the strength of today's report. If anything it's looking more like a long term investment what with released plans for production testing and 3D modelling which will bring the whole of Alkaid in to play. Thankfully it doesn't attract trading activity similar to 88's, which by now would be getting pumped all across the planet.

Hits the nail on the head Brian.
End.

Certainly not looking for a scrap or qwerty war, but fwiw this is what I think....
Some get irate when Scot is in full flow as he doesn't pull punches, so to speak. Is it really worth getting wound up over anonymous and faceless comments? No. This is an informative BB and not about making friends. What is worth taking on board is the wealth of information and fact-based material that Scot posts.
You don't have to be his/her "mate", but do give credit for the effort and research that is posted. Scot has probably forgotten more than most of us will ever know, and I don't have a problem with that.

It has happened before with companies but I doubt very much it's the case with PANR. I have always felt confident with the way they release information, and imo always seem to be truthful. Although not a small amount of trade, the risk and penalty of being exposed for insider trading would be huge and damaging to the company image. Imo again not his style.... simply exercising his right to sell whenever he chooses.
All in my opinion, of course!

This is like watching paint dry... has anybody been in touch with MBO and asked where they are going? Have they released any forward looking prospects?

I would have thought all operatives and staff have signed strict NDC's to minimise news release, however a txt to family or friends can't be discounted....
For a trading firm to take the risk of a pssst, by the way news leak would pose massive risk I would have thought, with the penalties being severe. Greed takes no prisoners, but let's hope it's not the case.

Scot you are correct that Helium is a by - product of oil and gas extraction, and indeed a sought-after product. The production plant is relatively "basic" in its technology, and it could be potentially transported to the site in modular form ready for construction, as are the rigs and pump units already in use. The only downside I can see is transportation to the coast and collection by vessel for deep water shipping, as it would mean road transport. In its cryogenic state a transportable, containerised vessel holds a lot of Helium but whether amount available versus Co2 emmissions would satisfy the ecologists is another question. It is definitely a valuable asset that Pantheon will be actively exploring!

Peaky

I think Jay has played a blinder with not taking last year's offer. He obviously had faith in his team and geological studies which is now starting to demonstrate the scale and potential of Alkaid 2. And why wouldn't he! The man is brimming with enthusiasm over this year's work as anticipation grows.

Scot

Thanks for the facts you put down. I've been curious as to where the oil goes when it leaves Valdez, and stumbled across this earlier. It may be old news so apologies, but interesting to see just how Conoco-Philips regard Willow, which will obviously share the same route as Pantheon's find. Perhaps CP may be considering PANR as a back-up, as not on fed land? They certainly don't seem too shy in spending the cash, if of course the article is truthful and factual...
https://www.opensecrets.org/news/2022/07/fossil-fuel-industry-lobbying-increases-conocophillips-fights-more-oil-drilling-alaska/

Thanks Scot yes Norman Wells being the closest. TAPS running nowhere near full capacity and storage available in Valdez, soo....
Three majors being ExxonMobil, BP and Conoco-Philips seem to hold court on the system, so again presumably they would be forerunners in any bid for PANR's efforts, correct? The lighter viscosity that PANR say they can deliver is desirable for blending to improve flow rates, correct?
Who else would be in the frame for buying PANR's oil?

No doubt that PANR are holding a strong position, only growing in strength with positive results over the next few months.
Some may have read this, but I thought it interesting as a view from Alberta's oil sands production. I'm assuming that product from the Northern slopes would share the same network of pipes, and I believe as a higher quality would be combined with bitumous crude to speed up flow?
https://www.ft.com/content/276ecc11-15cd-45ef-8e10-5f64dcde77da