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$panr $pthrf #pthrf
Flights discord server (link below) has some industry pros. My thanks to AlaskaGeoPhiz (retired North slope Geoscientist) for posting his thoughts on todays news.
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discord.gg/E46sDzDwt5
Flights discord server (link below) has some industry pros. My thanks to AlaskaGeoPhiz (retired North slope Geoscientist) for posting his thoughts on todays news.
1/
discord.gg/E46sDzDwt5
My initial thoughts on the RNS update are positive. We’ve learned fluid rates (flowing into temporary exploration well testing equipment) were in the thousands bbls per day, with approx. 10% frac fluid recovered and 8 to 12% oil cut.
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These fluid rates, for longer than a day or two, aren’t trivial and require adequate trucking or annular injection to dispose of. Plus sand coming out of the well will likely be caught in a sand separator and will have to be emptied to keep from filling up.
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Looking ahead for #PantheonResources; although I expect gradual SP movement trending upward as investors disseminate/understand the latest RNS(see end of thread), below I list potential announcements/events which could trigger share price movement... $PANR #PANR $PTHRF #PTHRF
Note: This is a timeline(excl oil price vol) I have estimated based on past years. Although I expect them to occur, the timing could be vastly different. Please comment on anything I might have missed. Don't base any investment decisions on this info - it's not investment advice.
We should expect detailed @CanaccorGenuity and @WHIrelandCB notes in due course.
1. Potentially resume testing; <3weeks
2. Webinar update; 2-4 Weeks
3. Recoverable resource estimates SFS and potential for Summer Drilling; 1- 2 Months... $PANR #PANR
1. Potentially resume testing; <3weeks
2. Webinar update; 2-4 Weeks
3. Recoverable resource estimates SFS and potential for Summer Drilling; 1- 2 Months... $PANR #PANR
Looking at the potential returns for $PANR, I found we could expect a return of between x9.4 - 14.1 on today's share price of ~130p, or between US$16 - 25p/sh in a buyout if we are able to derisk the underground assets. Here's how I came up with that value... #panr $pthrf #pthrf 
I first adjusted Canacorrd Gunuity's Dec. model to have updated data prior to trading today. Their report originally had a target of 200p, but I updated that to incl. the Kuparuk as later notes say a target of 220p - I have assumed this was included and rounded down $panr #panr
Focusing on Canacorrds TP basis section, they have a return of x1.7 at a value of $3.07p/sh, but this was highly risked at $1/bbl, which is not representative of actual sale management would approve of. $panr #panr
