LSE: $panr OTC $pthrf

A long 🧵on #PANR

(but I suggest $eeenf #88e may want to keep an eye on their gas-to-oil-ratio GOR in upcoming flow test results)

Pantheon Resources put out a holding RNS yesterday.

1/ I think PANR would have known that the AGDC were presenting to the finance subcommittee. The fact it is now confirmed it’s PANR’s gas that is pipeline quality worthy <3% Co2 (as they are talking to consumers),

2/

$panr #panr $pthrf

Long 🧵

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/

https://twitter.com/Scot126126/status/1618281560243073026

$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.

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.

2/

@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

2/

In response to DM’s:

Flights Investment Discord -
Please read 🧵 before joining:

$panr $ptal $btu $yca $pslv
#oil #uranium #Commodities
#investing

discord.gg/E46sDzDwt5 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.

$panr $pthrf

🧵1/

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 2/

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.

1/

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.👇 2/

These are the original accounts I have noticed this happening to:

@LayahHeilpern
@contrarian8888
@OnlyCrownKing
@Michigandolf
@INArteCarloDoss

Copycat created accounts subtly change the name, notice the extra (l)?

@IINArteCarloDos

And copy the same profile picture

$panr $pthrf

1/
Thanks for the kind DM’s. 🙏
If you only read one thread of mine and follow the link on $panr this is it! 👇

Most of the credit rightly goes to AlaskaGeophiz. It’s been a pleasure to walk through this thesis with him.

reddit.com/r/PantheonReso… 2/

It deserves more than a glancing read. The implications of the study allow for significant uplift in potential oil rates

$panr

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!

reddit.com/r/PantheonReso… 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

$panr

1/6

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.