Member Info for wraith

We are still holding our GEO shareholding, TRYYOURBEST,...will continue to hold for JV & Juno/Gorge.

BW

*Stand by, it's going to be red hot* ( https://x.com/Cobra_Resources/status/2037094044405313987 ), interesting comment,...thanks for posting the link, Jimmcdee.

BW

I can also remember when we were s/p@3p, draft,...fortunately, we have managed to average down considerably since those days,...Market Cap of £21.06m is not far below our break-even point.

BW

Yes, it's an opportunity to accumulate, if positioning allows. In our case, we have been averaging up our PRD shareholdings this year and took a further tranche today.

BW

Countries will be looking at the security of their future supplies (IMO),...that's how I have been thinking, Break100,... update on the farm-in, I'm looking forward to that news.

BW

Flagstaff TV: Catherine McQueen talks to Paul Griffiths, CEO of Predator Oil and Gas.

Interview: https://youtu.be/8grtIznZgTA?si=B3miO2OaQveGA9K1

In the above interview, I found Paul's guidance very helpful.

BW

Thanks, VanVan,...that target s/p (4p), would represent a very good return for ourselves; we only started buying AAU shares (7-figure shareholding at present) in January 2026.

BW

That's a good starting point (s/p@14p), Oily1990,...we have recently, very substantially averaged down our PANR shareholdings to a Gross Average s/p level sub 14p.

BW

Thanks for posting the link ( https://www.linkedin.com/feed/update/activity:7443174994379194368 ), smkr,...I've just checked the target of 𝟯𝘁 𝗴𝗼𝗹𝗱 𝗽𝗲𝗿 𝘆𝗲𝗮𝗿, which equates to approximately 96,452 troy ounces per year.

BW

When I read this part *The operating update will confirm that during the period when farm in discussions are in progress, with a number of companies actively engaged in the Company's data room at present*, it left me with the understanding that they were in discussions with a number of companies that were showing an interest in farming-in.

BW

I've taken a few more PANR shares earlier today, having waited for the pullback,...Started averaging down in the s/p@8p level, had to pay s/p@9.2872p today.

BW

You're welcome, AGD62,...I also found this an interesting analysis: https://youtu.be/eDr0Z19x3p0?si=dE6u8H6GeIHmbtaQ

BW

Is Britain sitting on more gas?

https://youtu.be/eDr0Z19x3p0?si=-tiRd4RtCnmyW54f

BW

I thought Alasdair Macleod's comments on the Iran Conflict ( https://youtu.be/7qAdBDnq6PI?si=Y2yYoEmUjoH1oF-O ) were an interesting view, Tincan1995.

BW

That outcome would be an interesting waiting period, Tincan1995,...I've been repositioning today (gold shares to PRD shares), taking another tranche here at PRD, while locking in profits on our gold share.

BW

That thought has been one of my reasons for increasing here, cattleman,...not forgetting Trinidad of course, for the short-term news to come.

BW

It's getting close now, oldslow65,...I started averaging up our PRD shareholdings yesterday (two tranches,130,000 shares & 60,000 shares, both at s/p 3.239p),...started increasing our exposure to PANR early last week, PRD also fitted our risk/reward profile (risk tolerance).

BW

Having listened to the last Investor Q&A session ( https://youtu.be/-IP0sYvohmc?si=QOEzWu9rph8aTsnv ) over the weekend, I formed the view that we were underweight with our PRD shareholdings,...increased accordingly,...taking an all-encompassing (holistic) view of PRD.

BW

Yes, I agree (The focus is now 100% on the farm in).

I have just finished listening to the PANTHEON RESOURCES PLC - Post AGM Investor Presentation ( https://youtu.be/t51kKrnsyMg?si=BDIpZFoqxWVB6lA6 ).

Earlier, I had been listening to the Flight Deck interview mentioned above ( https://www.pantheonresources.com/index.php/media1/videos ).

I see the path more clearly after listening to the two above clips.

BW

Welcome aboard, Naughtyneil,...agree, RNS ( https://www.londonstockexchange.com/news-article/COBR/outstanding-blue-rose-copper-results-discovery/17492759 ) is most encouraging.

BW