Thread by @Scot126126

@oilmutt @EnergyHobbs @Gary02001438 Hi Oil Muff - merger was completed 21/1/19.
Remember pre-merger, Vision LLC was owner/operator in East Texas. Agreed? Leases were in Vision's name, look at the records. The principal of Vision, Bobby Gray, sadly died (Google him) and Jay had to step in on behalf of $PANR to...1/

@oilmutt @EnergyHobbs @Gary02001438 ...ensure all regulatory functions could continue. The Gray Estate was involved but because they had no access to finance following Bobby's death, they were no longer a functioning part of the Vision/#panr jv. $panr even stepped in and paid the salaries of the half dozen...2/

@oilmutt @EnergyHobbs @Gary02001438 Vision employees for months after Bobby's death despite having no obligation to do so.
I repeat again, why would a current NED of Pioneer and a former President of ARCO Int'l engage in this ridiculous conspiracy you have dreamed up? Every single...3/

@oilmutt @EnergyHobbs @Gary02001438 ....allegation is being rebutted with receipts, within minutes normally. Look at the $panr submission to the London Stock Exchange. It's all there, Vision JV, Bobby's death, Jay stepping in to assist the Gray family, #panr assuming the leases.
When are you be the straight...4/

@oilmutt @EnergyHobbs @Gary02001438 ...shooter you just represented yourself as on Spaces and concede that not one, repeat not one, of your evidence-less allegations has held up to scrutiny. Go on, tell me, Gary and Tele which of the dozen or so separate allegations you've made which remain unanswered? You...5/

@oilmutt @EnergyHobbs @Gary02001438 ...have retracted and apologised for one allegation. One! When each allegation is rebutted (including providing receipts) you don't acknowledge it, you don't retract it...you simply head to Google to go off on your next adventure. Can you not see how childlike you are behaving?6/

@oilmutt @EnergyHobbs @Gary02001438 I note during Spaces you only described your latest "leases in 2020" allegation. For some peculiar reason you didn't admit "in fairness to Scot and Gary, they have answered and provided receipts for my previous 11 allegations and the "Texas leases in 2020" is...7/
$panr #panr

@oilmutt @EnergyHobbs @Gary02001438 ...simply the next one I'm working on. Actually far from looking like a fraud, everything so far is pointing to a company which, using best endeavors, tried and failed in Texas and then merged with an Alaskan company with an interesting...8/
$panr #panr $pthrf

@oilmutt @EnergyHobbs @Gary02001438 ...but which had run out of cash due to the Governor of Alaska's decision to announce a moratorium on the exploration tax credits scheme, which Great Bear had been relying upon. A UK fund manager who owns a Top 10 position in the stock...9/
$panr $pthrf #panr

@oilmutt @EnergyHobbs @Gary02001438 ...who backed the merger in early 2019, said at the time,metaphorically and with humour, that the merger was a case of two drunks leaning into each other and keeping each other upright.
Fine, I get it. But look at the profound *FUNDAMENTAL* progress made since then. 10/
$panr

@oilmutt @EnergyHobbs @Gary02001438 Successful flow test at Alkaid-1, drilled Talitha#A and discovering one of the stacked reservoirs was >900ft thick, proving the presence of a seal, a super trap exactly as the $80m 3D seismic study had predicted, drilling and flow testing Theta West-1 and proving the >900ft..11/

@oilmutt @EnergyHobbs @Gary02001438 ...Basin Floor Fan extended for an incredible 10.5miles, chemical analysis of oil proves 35-40 API, Alaskan regulator grants $panr two Production Units (do you have any idea how rare that is you're not a legacy major???), AHS Baker Hughes verifies data, Schlumberger...12/
$panr

@oilmutt @EnergyHobbs @Gary02001438 ...verifies data and is supporting the dataroom right now, today, Lee Keeling authors 2 IERs...and now #panr has been given permission by the SoA DNR to construct a gravel pad, drill a mile long horizontal and put it on LTPT.
This is not Bre-X where the Geo literally...13/
$panr

@oilmutt @EnergyHobbs @Gary02001438 ...used flakes of gold from grating flakes of a South African Krugerrand into the core samples. This is a company with a serious, professional and ethical BoD who are attempting to delineate a sequence of stacked reservoirs located underneath the...14/
$panr $pthrf #panr

@oilmutt @EnergyHobbs @Gary02001438 ...Dalton Highway and TAPS with the *potential* to be producing for the next 30 years. By applying multi-stage fracks on laterals, successful in the Lower 48 where the perm and poros are two orders of magnitude tighter remember, and *hopefully* proving commercialisation,..15/

@oilmutt @EnergyHobbs @Gary02001438 ...$panr's equity will be valued in the billions, maybe 10s of billions of dollars. On success, the sheer scale of it would be second only to Prudhoe Bay. And yet you think it's a criminal conspiracy?
Over $300m has been invested in Alaska by Great Bear and $panr over..16/
$panr

@oilmutt @EnergyHobbs @Gary02001438 ...the last 12 years or so. Do you not think a criminal conspiracy would have been uncovered in all that time by just one contractor or outside professional services vendor and the regulator informed? Think man!
Stop with the peurile Gotcha stuff. Start asking...17/
$panr #panr

@oilmutt @EnergyHobbs @Gary02001438 ...factual questions about the investment case for goodness sake. There's nothing to hide. Ask a hundred questions...but have the honour to admit, when evidence is delivered to you, that the facts *are* being unveiled. Finally, I beseech you, listen to the April and...18/
$panr

@oilmutt @EnergyHobbs @Gary02001438 May webinars from this Spring. I sent you the links on YouTube. It's full of technical briefings. Get your teeth into it. You're an oil guy. Listen to other oil guys. You'll hear from one of the guys who discovered Alpine for goodness sake. You'll hear from the inventor...19/

@oilmutt @EnergyHobbs @Gary02001438 ...of Volatiles Analysis. From Spaces you think it's a one man partnership. You have no idea, Oil Mutt. Do you even know what VAS is? It sure doesn't sound like it. Do you not believe me when I state AHS Baker Hughes and Volatiles Analysis is used by Conoco...20/
#panr $pthrf

@oilmutt @EnergyHobbs @Gary02001438 ...elsewhere on the Slope? Does access to such industry experts not excite you? It did me when I got to listen to their expertise.
Take half a day and listen to both April and May webinars. You will be lauded at the next Spaces as the Woodward and...21/
#panr $panr $pthrf

@oilmutt @EnergyHobbs @Gary02001438 ..and Bernstein of the O&G sector if you can pull the webinars apart and spot the smoking gun.
I look forward to reading the results of your future investigations. But please, be a gentleman and admit on your timeline when an allegation is fairly rebutted./end
$panr #panr $pthrf

@oilmutt @EnergyHobbs @Gary02001438 *...with an interesting asset...8/