All post are my opinion. Do your own dd.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
ANWR has a mean estimate of 10.4 billion barrels. USGS assigned a 5% chance of the resource being less than 5.7 billion barrels and a 5% chance of being as high as 16.0 billion barrels. (That's recoverable estimates!)
https://www.eia.gov/todayinenergy/detail.php?id=36472
GLTA
$PTHRF
Development of Alaska’s ANWR would increase U.S. crude oil production. Scroll down link.
https://www.eia.gov/todayinenergy/detail.php?id=36472
Note ANWR's and Prudhoe Bay's proximity to Pantheons projects.
(LOTS OF OIL IN THAT NECK OF THE WOODS)
https://dog.dnr.alaska.gov/Document/Download/1999D52F446F4801888204965E49A84E/2022-06_NS_ActivityMap_Web.pdf
GLTA
$PTHRF
Development of Alaska’s ANWR would increase U.S. crude oil production.
https://www.eia.gov/todayinenergy/detail.php?id=36472
Note ANWR's and Prudhoe Bay's proximity to Pantheons projects.
(LOTS OF OIL IN THAT NECK OF THE WOODS)
https://dog.dnr.alaska.gov/Document/Download/1999D52F446F4801888204965E49A84E/2022-06_NS_ActivityMap_Web.pdf
GLTA
$PTHRF
Approximately 22 miles south of Nuiqsut, ConocoPhillips is planning a BEAR1 exploration well.
https://dog.dnr.alaska.gov/Document/Download/01A4CB083B7D487DBA015EA1DB82E7F/LONS%2022-006%20CPAI%20Bear%20Exploration%20Program%20-%20Approved.pdf
Here is a North Slope Oil and Gas Activity Map. Note ConocoPhillips location just below STIRRUP 1 HORSESHOE. (LOT OF OIL IN THAT NEIGHBORHOOD)
https://dog.dnr.alaska.gov/Document/Download/1999D52F446F4801888204965E49A84E/2022-06_NS_ActivityMap_Web.pdf
GLTA
$PTHRF
Checking monthly throughput... Do you have any contacts at pump station 1 ??? (LOL)
https://www.alyeska-pipe.com/historic-throughput/
GLTA
$PTHRF
Pantheon Resources Catalyst Imminent:
[quote The Schlumberger numbers speak volumes about the overall quality of the resource and provide valuable industry validation. ~ Jay Cheatham ~][/quote]
https://polaris.brighterir.com/public/pantheon_resources/news/rns/story/x87de5w
GLTA
$PTHRF
Schlumberger 17.8bbo OIP!!!
https://polaris.brighterir.com/public/pantheon_resources/news/rns/story/x87de5w
GLTA
$PTHRF
An obviously unsubstantiated (you didn’t need to be an oil expert to know this) and coordinated short attack could be needing to close out their shorts this month. With >40m shares short and <4m average daily volume **potential** for a big squeeze to ATHs for $PANR https://t.co/3sMlE6SkrF
— Roaring20s (@Dream_S14) December 7, 2022
8750 Capital meet with BoD and will unveil their findings tomorrow. (Read thread)
https://twitter.com/8750Capital/status/1600448571945340928
GLTA
$PTHRF
Nice action today! Click and read this thread.
...(ii) if/when cashflow generation begins. @8750Capital and @contrarian8888 may very well have the flexibility to invest in $panr *prior* to cashflow generation but many (a majority?) of instos require cashflow before investing in E&Ps these days. /end#panr $pthrf
— Scot126 (@Scot126126) December 7, 2022
How many of these tankers going to Deadhorse? What is the capacity of each tanker?
(Watch the video.)
Oilz the man the myth the legend strikes again! #PANR $PTHRF pic.twitter.com/YgDl0wl3OR
— Adz (@Adz_UK22) December 6, 2022
$PANR 🍋 📈 https://t.co/UDZTKYPNSr pic.twitter.com/1Xm1xiAo3b
— Showdown Hitta (@ShowdownHitta) December 6, 2022
Content Warning! Must watch video.
⚠️Content Warning: Anyone who has shorted $PANR may find this disturbing ⚠️
— Diego Marchetti (@diegodoesdo) December 6, 2022
🎶I felt like the #PANR flare needed some inspirational music... 🔊👆
Great work Oilz and your contact pic.twitter.com/NWCxS56rh8
YEAH BABY!
Beautiful to see! Looks like the coil unit is gone and the flare is large and burning! $pthrf $panr #oil #alaska https://t.co/Z2KHTJmhur
— penny_stock_man (@penny_student) December 4, 2022
From 25 October 2022 Operational Update, Alkaid #2 Well.
From 26th September 2022 Operational Update, Alkaid #2 Well.
Just saying.
From this summer, but for those on the fence about jumping in and for those shorting…see below. Baker Hughes - 54k employees. 20.5B in revenue.Founded 1907.
— AK Oil Hunter (@KennardKrazies) December 1, 2022
Not a nobody!!
Their comments on $pthrf $panr should not be taken lightly or ignored!
#oil #oilprice #ShortSqueeze pic.twitter.com/BH3UVL45wO
This is from an independent 3rd party "Baker Hughes" analysis of the Talitha A well cuttings:
https://www.pantheonresources.com/investors/shareholder-documents/658-baker-hughes-ahs-vas-report/file
GLTA
$PTHRF
"AHS Baker Hughes describes the Basin Floor Fan between Talitha #A and Theta West-1.
...as "a world class petroleum system". eSeis founders, the two guys credited with discovering the Alpine oilfield, are on the record stating their assessment PANR's discovery will be larger than their Alpine discovery".
GLTA
$PTHRF
Here's very good read by Scot126.
https://threadreaderapp.com/thread/1596161474178654208.html
GLTA
$PTHRF
Happy Thanksgiving!
https://i.pinimg.com/736x/7f/a2/b5/7fa2b50facf73fa2bd2789f7201ffbf2--norman-rockwell-paintings-norman-rockwell-art.jpg
GLTA!
$BOPO = $HYFI
The AOGCC authorizes Great Bear to flare gas in association with a long-term production test of the Alkaid #2 well.
https://drive.google.com/file/d/1reJ4G0gfuPovCJUOlKDmQpLV_l-9M6Dq/view
GLTA
$PTHRF
Into Talitha - B
https://dog.dnr.alaska.gov/Document/Download/AEA9D7C583934A528042A6E11002C124/Great%20Bear%20Pantheon,%20LLC,%20Talitha%20Unit,%20Talitha-B%20Exploration%20Well%20Unit%20Plan%20of%20Operations,%20Exploration%20Phase%20Public%20Notice.pdf
UNIT PLAN OF OPERATIONS APPLICATION (TALITHA - B)
https://dog.dnr.alaska.gov/Document/Download/FF7AE940DACA40E0B0C5A4548377087D/Great%20Bear%20Pantheon
GLTA
$PTHRF
Great read from October, just a little old but relevant.
https://original.newsbreak.com/@kev-m-1594126/2626687086622-deep-dive-into-pantheon-resources
GLTA
$PTHRF
"Company guidance on initial production is 150bopd for every 1000ft of lateral to 795bopd."
...30 stage frack and clean up is underway. Company guidance on initial production is 150bopd for every 1000ft of lateral to 795bopd. Company guiding news in coming days/weeks./end$panr $pthrf #panr
— Scot126 (@Scot126126) November 15, 2022
The Alkaid well tested an average 100 bopd via a small “through-tubing single frac”. Only 6 ft of the 240 ft net pay interval was perforated, accessing only a fraction of ultimate well productivity.
http://pantheonresources.com/about-pantheon/projects/greater-alkaid
GLTA
$PTHRF
Roger Young is Chief Technology Officer and Co-Founder of eSeis, Inc., where he is responsible for product development. He is the creator of LithSeis®, an advanced seismic analytical tool, DrilSeis®, a seismic process that produces pore pressure and fracture gradient volumes, and Q-Based® Pore Pressure Prediction, which derives pore pressure from Frequency Absorption. Roger has 27 years of industry experience, including 14 years of LithSeis development and project work. Prior to eSeis, Roger worked as a petrophysicist for Union Texas, an integration engineer for Grumman, and a logging engineer for Schlumberger. Roger was instrumental in the discovery of the largest oil field in North America in the last two decades, using this proprietary seismic petrophysics technology. Roger holds a Master of Science in Petroleum Engineering from the University of Houston and a Bachelor of Science in Physics from Clarkson College of Technology. Roger is an active member of: SEG, SPE, AAPG, SPWLA, and HGS.
https://www.linkedin.com/in/roger-young-52614518
GLTA
$PTHRF
Excellent thread! Scot126126 is on point. Be sure to scroll to the top and read down. This is a long thread but well worth the effort.
..incorrect about Slope RFs. Say so, admit it and correct the record. Ten we have a mutually agreed stepping off point to discuss EOR for $panr.
— Scot126 (@Scot126126) November 17, 2022
Polite suggestion? Don't be a dick to David Hobbs. He knows more about these assets than anyone outside the company. Use his knowledge.
New Seeking Alpha: (Author must mean 70 Pence)
https://seekingalpha.com/article/4558616-pantheon-resources-heading-up-to-alaska?mailingid=29726420&messageid=2800&serial=29726420.348&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=29726420.348
We should get an update soon.
GLTA
$PTHRF
Absolutely correct my friend!
Good read.
$panr #panr
— Coldy (@coldy10904) November 14, 2022
Short Selling Situation
PANR is a soft target for short selling especially for investors who don’t specialise in the energy sector and especially for a company whose track record, pre-Alaskan acquisition was not good.
Jeepers! Pantheon has been targeted by a short attack!
Scot126 gives a good rebuttal. Scroll to the top and read down.
...results from their first production well and let's hope the Sunday Times is anxious to follow up on this story *if* a UK AIM-listed company looks like it has found a huge new oilfield in Alaska. end/
— Scot126 (@Scot126126) November 13, 2022
(author is a Pantheon shareholder)
Better results map of high bidders.
https://dog.dnr.alaska.gov/Documents/Leasing/SaleResults/NorthSlope/2022W/2022-11-09_NSA_2022W_Results_Map.pdf
GLTA
$PTHRF
Picked up acreage above Theta West and around Alkaid and Talitha.
Approximately 37,000 acres. Should be getting update soon!
(Looks very positive!)
https://dog.dnr.alaska.gov/Document/Download/169EF5ACFE074C80AFD38576835244DE/North%20Slope%202022W%20Tracts%20receiving%20bids.pdf
Scroll top left 1-27
https://view.officeapps.live.com/op/view.aspx?src=https%3A%2F%2Fdog.dnr.alaska.gov%2FDocuments%2FLeasing%2FSaleResults%2FNorthSlope%2F2022W%2F2022-11-09_Report_NSA_2022W_Bids_Received.xlsx&wdOrigin=BROWSELINK
GLTA
$PTHRF