Some random thoughts for $panr this year and setting some context:
1. Strengthen the board with non exec directors with industry reach and deal structuring experience. 2. Commission blue chip US sell side broker…transitioning to Nasdaq
1/3. Production: Given it’s close proximity to the highway Alkaid 2 well is already base case economic at current flow rates giving $40 a day revenue (even with a pipe blockage & increased well costs modelled in base case scenario) making the point we are already solid. 2/
Flights discord server (link below) has some industry pros. My thanks to AlaskaGeoPhiz (retired North slope Geoscientist) for posting his thoughts on todays news.
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.
Oct 22, 2022 • 5 tweets • 4 min read
@WimalSamara@Josh_Young_1 It may very well cost him reputation too and Bison interests his investment business may find redemptions go up as investors see he is a good analyst but crappy investor. He cannot sniff out option like investments where the upside risk far, FAR outweighs the downside,
1/@WimalSamara@Josh_Young_1 which is something of note in C8888’s method. Josh is not open to critical thinking beyond a basic surface level first read, red flag type stock DD. Eg: Is there high debt, yes - red flag =no invest. $rig
Sep 25, 2022 • 6 tweets • 3 min read
In response to DM’s:
Flights Investment Discord -
Please read 🧵 before joining:
discord.gg/E46sDzDwt52/ 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.
Sep 25, 2022 • 11 tweets • 3 min read
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
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.
Apr 7, 2022 • 11 tweets • 7 min read
Dangers of twitter copycat posters 🧵
Copycat accounts are scams, designed to trick and prey on the #fintwit community.
DON’T let it happen to you.
Be aware. I’m going to show you how it works!
I tracked my interactions with copycats. I documented it with screenshots.👇
These are the original accounts I have noticed this happening to: