is...SURFING THE IHUB
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Diego Marchetti
@diegodoesdo
$PANR Offtaker Finance Initiatives:
Advanced discussion on a proposed agreement with Alaska Gasline Development Corp ("AGDC"), subject to regulatory approvals, Alaska LNG FID and assignable to ultimate customers, to supply up to 500 million cubic feet per day ("mmcfd") of natural gas at exit of Ahpun gas plant at a base price not to exceed $1/ million British thermal unit ("mmbtu"), with a final price subject to negotiation, for up to 40 years. Targeting delivery of initial volumes in 2029, ramping up to full capacity by 2032.
o Pantheon and AGDC are working cooperatively to identify mutually beneficial opportunities to further reduce the natural gas price.
o Pantheon retains the rights to any helium and other gaseous products produced or remaining as a byproduct of future LNG produced with Pantheon natural gas via Alaska LNG.
o Well tests of associated gas from the Ahpun and Kodiak fields indicate approximately 0.5% CO2 content, well below the 3% maximum limit for in-state utility gas.
4:01 AM · Mar 28, 2024
from Melbourne, Victoria
·
44.7K
Views
tg
contrarian 8888
@contrarian8888
$panr $pthrf Long run on this Good Friday to vent off my frustration at the underwhelming reaction to arguably great news out of $PANR. On many cyclical names that have generated huge returns for me - be it $pdn,$AR, $BTU, $OXY, $PBR-A etc etc the key issue for me was to skate to where the puck was heading. On AR for eg, everyone in 2020 was freaked out at the oversupply of gas without realizing that with the saudi/russian spat associated gas (30% of US gas supply) would quickly die off. PDN I remember buying it in 2018 at 7.5c- and folks were tweeting at me that it would go bankrupt. Well it did go to 3.5c during covid but i sold my last tranche at A$1.40 this year. Again the market was not focused on the massive supply cuts from Kaz and CCJ that would drive down supply. Today everyone is focused on cash flow and dividends in oil and gas. And yes if you are $PBR-A or $EC and have long reserve lives these are awesome investments (these 2 are 2 of my biggest bets in O&G). However if you dont- and your reserves are going to just last a few years well thats useless and at a meeting with an influential O&G banker from Merrill he told me today all investors care about is Reserves reserves and reserves esp with the knowledge that shale is in the last innings. Thus, an asset like Pantheon becomes incredibly valuable and as the puzzle pieces of the financing come into place, i see PANR following the likes of many of my other cyclical assets that ended up being massive home runs. Those assets also had steep draw downs first- (not all charts look like $NVDA lol). Until then I’ll be getting fit venting off my frustrations with long runs getting ready for the Hamptons summer scene. Thanks
some of the posting "slithers"
Sweet volume for today.some understand this going up
appreciation appreciated
volume 5shares,,,,,5 yep
Diego Marchetti reposted a photo from FlightUseful7258✈️
“PANR’s gas is pipline quality <3% co2 and is ready for wholesale without co2 stripping. It is this that puts PANR gas ahead of all other Nslope producers and puts PANR and the State (AGDC) in a symbiotic relationship”
@AlaskaLNG
@alaskalng
·
11h
AGDC provided Consul Kiyohiko Hamada, the new Japanese Consul in Anchorage, with an update about Alaska LNG the only permitted #LNG project with direct Pacific access, providing US allies with vital #EnergySecurity #akleg #ONGT https://anchorage.us.emb-japan.go.jp/itpr_en/meeting_with_agdc1.html
nice spikes this morning
5, 10, 20 or more,
out'a gas ya stall
FANTASY SCENARIO ?????
wouldn't play when clicked,,,said error occurred
eventual numbers will be enormous with PTHRF
THEY ARE VERY CONSERVATIVE POSTING NEWS
NON EQUITY FUNDING,,,NO DILUTION,,EVERYONE GOOD WITH THAT ??
is this new ? click & listen,,liking it
RS is MM protection after they shorted it with a ton of NAKED SHORTS they don't want to cover
Bearish
3% isn't sh*# at this stage
going up in the morning,lotsa late trades,,all up
Pantheon Resources (PANR.L PTHRF P3K.F) announced results of the updated Independent Expert Report by Netherland Sewell & Associates, which includes approximately 43,000 acres of the leases on which the Company was the successful bidder in December 2023, located on its 100% owned Kodiak Field on the North Slope of Alaska. NSAI's best estimates of Kodiak's contingent recoverable resources now sum to 1.2 billion barrels of marketable liquids (oil, condensate and natural gas liquids) and 5.4 trillion cubic feet of gas, which will be important as additional support for a proposed agreement with Alaska Gasline Development Corp to bring gas to south-central Alaska markets.
looks like more funder shares being sold be over soon
it might have been,,,I had a bad Wednesday lol
when they perforate a HORIZONTAL WELL, it might be a mile long horizontally and they can perforate all of that they need to.
when they were doing there thing earlier, they only perforated 10 feet. how will that multiply out over a long distance,
up until now, they are working results slower so the funding source can work their profit.
sell in to market, crash the pps then then take a long position and away we go.
I hear info they are taking this into long term production. not establish proven numbers and sell out.
the natural gas supply talks with alaska etc..
need to do the do on info. they will have thousands of barrels per day. read the stickies for a start.
that article says GAME CHANGER,,and it will
and those numbers will get bigger
2,840million is 2.8 Billion barrels
The potential improvement in reservoir quality in the newly acquired acreage underpins a 40% increase in the high estimate of recoverable resources to 2,840 million barrels of marketable liquids and 11.75 trillion cubic feet of natural gas. The Kodiak oil and gas field is currently Pantheon's largest project development candidate, defined by three well penetrations into the Basin Floor Fan structure, which extends over 10 miles from the deepest part of the fan to the 2021 updip Theta West-1 appraisal well. The recent successful lease bids secure the remainder of the accumulation to the northwest and add a significant volume of recoverable oil and gas to the Kodiak field. Pantheon has delineated the full extent of the field through its proprietary 3D seismic, with seismic attributes indicating the presence of light oil across the entirety of the field.
when they become production level instead of exploration, this has a long way to raise pps,
they did flow check to see how much perforation they needed to get cumulative volume.
one 10 foot section is nothing. add up 20 or 30 and you have thousands of gallons flowing
FIRST LIGHT Pantheon Resources (PANR) – Corporate – Kodiak Resource Upgrade Market Cap £320m Share Price 34.25p Netherland Sewell & Associates (“NSA”) has increased its best estimate (2C) resource estimate for Pantheon’s Kodiak field by 25% to 1,208 million barrels of recoverable liquids. The company indicated that the best estimate (2C) contingent gas potential at Kodiak amounts to 5.4 tcf of recoverable gas. This is critical in a context where Pantheon is in discussions with Alaska Gasline Development Corp to monetise the gas via a dedicated gas pipeline to southcentral Alaskan markets. The resource upgrades reflect the newly acquired lease areas, which are updip and contain the Kodiak field’s best reserves in terms of porosity, permeability and ultimately productivity. The company therefore indicated that it intends to focus its future appraisal efforts on the updip, superior (shallower) acreage. WHI View: For a super-giant oil and gas field under appraisal, Kodiak benefits from exceptionally high quality controlling data, namely, three well penetrations (the most recent of which was a very significant step out well that came in on prognosis) and, critically, 3D seismic coverage that eSeis has calibrated to control the stratigraphic extent of the productive reservoir. The point is that there is a high degree of confidence in the NSA estimates and future appraisal results will have direct read-across to a massive scale resource. Scale matters in our opinion. Specifically, scale attracts funding. Scale also presents Kodiak as a means of providing meaningful growth in the context where US shale oil production in the Lower 48 states is stalling. We believe that given the high quality of the Kodiak resource and the very real potential to optimise developmental wells to fully exploit the relatively high natural permeability and porosity of the field, the company will be focusing on the upside case in terms of what is really at stake – a view that we believe is corroborated by our observation that the main US shale plays considerably overdelivered relative to initial expectations. That focuses attention on the 40% uplift to the upside case (3C) recoverable resource estimate of 2,840 million barrels of liquids and 11.75 tcf of natural gas, provided by NSA. The update is positive and provides unequivocal validation of the resource potential of Pantheon’s 100% held Kodiak field from a globally recognised expert, namely, Netherland Sewell & Associates. We remind investors that we have long-believed that the macro context will be determinant for the fortunes of Pantheon and we see that context changing significantly and positively for Pantheon. We highlight rising oil prices and an increasing appreciation of the potential for oil scarcity into the mid-term and long-term, due mainly to the tiring out of US shale oil production in the Lower 48
It's there but they weren't trying for that. Looking at different info
PTHRF,,,hoping will close on days high
PTHRF steps being taken to be American Company
PTHRF,,,,already 1.5million shares traded today
PTHRF,, rode to $2dollars before,,,going higher this time
PTHRF,,,good disclosure here,,,frequent news