@Josh_Young_1 @BisonInterests @contrarian8888 @EnergyHobbs @Gary02001438 @AlaskaPanr @MuttOil @AIMhonesty
A fellow $panr shareholder told me you made a fatuous readacross from the price bid per acre the #panr bid in the recent lease sales run by the State...1/
$pthrf
A fellow $panr shareholder told me you made a fatuous readacross from the price bid per acre the #panr bid in the recent lease sales run by the State...1/
$pthrf
...of Alaska Dept of Natural Resources. Something about the implied valuation of $panr's total acreage being c.$6m v's a mkt cap of c.$700m? Apart from the *fact* #panr is the *only* party which possesses 3D seismic data over that area (Great Bear invested c.$80m on shooting...2/
...seismic in the 2010s), I calculate the new northern extension to Theta West will see $panr's OIP move towards a gigantic 30bbo. Yes, that's correct. OIP approaching 30bbo, making it a larger accumulation of oil than Kuparuk River. I presume you're aware..3/
#panr $pthrf
#panr $pthrf
...of Kuparuk River, Josh, operated by CP? Actually, speaking of CP operating in the North Slope, I hope you (and those who have opted to short $panr from Josh's superficial research) are aware the two men credited with discovering the 1.2bbo reserves Alpine...4/
#panr $pthrf
#panr $pthrf
...oilfield, the two founders of eSeis, are formally "on the record" stating $panr's discovery will be "the largest discovery of [our] careers", not Alpine. All talk? eSeis elected to receive a 1% ORRI ***on production only*** in lieu of a multi-million dollar...5/
#panr $pthrf
#panr $pthrf
...professional services fee. Don't believe me again? No probs. Listen to Roger Young of eSeis on a publicly available webinar state clearly "He's never seen anything like it" in his whole career when referring to $panr's acreage. 6/
#panr $pthrf
#panr $pthrf
Going back to your ludicrous readacross on valuation via the recent Alaskan lease sales. You patently haven't realised that, when applying your logic, Hilcorp's Prudhoe Bay is valued at only $5.7m! But Hilcorp paid BP $5.6bn for Prudhoe Bay. Eek! 7/
#panr $panr $pthrf
#panr $panr $pthrf
I tell you what, Josh, your professional reputation will be in tatters if, and I repeat if, $panr's geological model is proven. In such a scenario you will have publicly accused the company owning 100% of the second largest onshore conventional oilfield in US history...8/
#panr
#panr
...of committing a wide-ranging fraud. Be under no illusions, Josh (and anyone he's persuaded to short the stock), for any such fraudulent conspiracy to be successful in your imagination, literally tens of professionals in organisations as disparate as: eSeis, Schlumberger,...9/
...AHS Baker Hughes, Lee Keeling & Assoc and the SoA Dept of Natural Resources (all of whom have seen $panr's dataset from 6 wells + 3D seismic) will have *had* to be co-conspirators.
If you are wrong, Josh, and the tens/hundreds of O&G professionals who have built...10/
#panr
If you are wrong, Josh, and the tens/hundreds of O&G professionals who have built...10/
#panr
...the Pantheon/Great Bear geological model over the last 12 years are correct, then $panr's equity will be measured in the multiple billions of dollars. Your 'short' mates could see their funds dealt a nasty blow, all because you refused to do anything other than...11/
#panr
#panr
...superficial reading at best. Addressing now your 'short' contacts directly. In historic communications with Josh, it was 100% crystal clear that he had not read company RNSs; read the Annual Reports; listened to the many webinars hosted by directors and external...12/
$panr
$panr
...consultants/experts (all freely available); read the two Baker Hughes executive summaries of Volatiles Analysis at Talitha and Theta West (NB the *exact* same Volatile Analysis team which Conoco Phillips uses about 30 miles away, bet you didn't know that, Josh?);...13/
$panr
$panr
...read the company's slide decks; channel-checked the data by accessing the SoA DNR archives, etc.
Also to short funds: if, and I repeat if, the initial flow rates from Alkaid-2 come back at or beating guidance (150bopd per 1000ft of lateral, lateral is 5300ft fyi) then...14/
Also to short funds: if, and I repeat if, the initial flow rates from Alkaid-2 come back at or beating guidance (150bopd per 1000ft of lateral, lateral is 5300ft fyi) then...14/
...be prepared to close your short at least 50% above the current price, likely higher. There are multiple UK equity funds who have $panr on their watch list who can only buy cash-generating O&G stocks.
A) Don't say I didn't warn you! B) Fact check Josh. I promise...15/
#panr
A) Don't say I didn't warn you! B) Fact check Josh. I promise...15/
#panr
...you'll discern little more than superficial knowledge within 2 minutes.
I'm available to assist any genuine parties research the *facts* of the $panr investment case. If I don't know the answer, I'll refer you to someone who does. Happy to be fact-checked too. 16/
#panr
I'm available to assist any genuine parties research the *facts* of the $panr investment case. If I don't know the answer, I'll refer you to someone who does. Happy to be fact-checked too. 16/
#panr
Maybe also ask yourselves why Josh has blocked @EnergyHobbs? Telemachus has co-authored multiple O&G papers with Daniel Yergin and knows more about $panr's project than anyone on Twitter. It's up to him if he wishes to explain why his knowledge is greater than anyone I know./end
• • •
Missing some Tweet in this thread? You can try to
force a refresh
