2/ In ‘The most important thing' by Howard Mark, he say's....Large amounts of money are not made by buying what everybody likes, they're made by buying what everybody underestimates.
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Flight ✈️
We encourage bull and bear cases on all stocks as it helps to validate the investment case.
Here is William Nelson (WN) telling us about his short trade on $panr
I do try to remember that newbies to the PANR investment case will be viewing that case through lenses of normal exploration small cap experience. Most fail. Many management teams use the market system to extract wealth without building credible businesses
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This is the sceptical starting point for many social media O&G ‘experts’ including Josh. I was sceptical once. The PANR results will speak for themselves either successfully or not.
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Low ball, tacky FUD will damage the reputation of these ‘experts’ and history will hold them to account and their future judgement questioned.
My friend Telemachus has posted his thoughts on todays Pantheon resources news. Unmissable read. Link below to Reddit but will post the text in a thread…..warning it’s going to be long!
Theta West updip appraisal of Talitha Basin Floor Fan discovery is a success so far.
Today Pantheon dropped its latest RNS to provide details of the Theta West appraisal well logging. The following is not investment advice. But an attempt to help stakeholders interpret what the
announcement means in commercial/economic terms.
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TLDR version: Data gathered in the drilling of the Theta West well confirmed pre-drill expectations (+/- 10%) and de-risks the contingent resources of 1.2 bn bbls net to Pantheon for this accumulation.
Short term thinking can damage your wealth. The recent SP slide is causing some to get the jitters. 😊
Perspective.
Appraisal
Leading to
Development.
$panr
2/6
Dilution is a known factor, unnecessary dilution should be avoided at this stage.
3/6 $PANR owning 100% is remarkable and any subsequent dilution from a Partner earning a Working Interest % in Pantheons leases is positively necessary for the DEVELOPMENT stage (which we are not at yet) but not negatively impactful on SP for the APPRAISAL stage.