Pantheon Reources PLC (QX) (PTHRF) Share Price

PTHRF,,up 3day in row,, up 8.5% total

PTHRF,,, someone bought $100,000dollars worth on london market today, again..

PTHRF,,, https://www.linkedin.com/posts/david-hobbs-4a4b338_london-based-operator-names-chief-executive-activity-7299105175305093120-ID8s/?utm_source=share&utm_medium=member_ios&rcm=ACoAABVFte4ByWKU_Kg5IsJvwTXJcdzpSYRTrG0

PTHRF,,it is monday and rising

PTHRF,,,very good summary from "limppaddy" on Discord chat,,
Can only judge 2022 based on my biased perception:
- Operational issues with flow tests at Alkaid-2 (sand blockage) &lower than expected crude oil flow rates
- Question marks because of large amount of gas associated & potential disposal costs (i.e. injection wells)
- Question marks on large NGL vs. Oil & what this means in terms of commercial potential
- Suboptimal funding strategy, i.e. immediate need to raise money post flow tests
- Negative effects of our tanking share price (quarterly debt payments paid in stocks, i.e. more dilution at lower price)
- Question marks because of management selling shares (~10% of their holdings) prior to flow tests
- Massive shorter attack on the stock spinning all of the above into an easy-to-sell narrative "Corrupt management sold holdings instead of raising money because they knew this is completely uncommercial"

Very tough time for all investors, but management fully turned it around and rebuild trust:
- They did a post-mortem of the flow tests & they tested a new design which showed 2x of the frac efficiency is achievable and horizontal laterals can be twice as long, i.e. flow rates can easily be 4x of initial test
- They clarified that NGLs can be sold through TAPS and get 90% of the value that ANS crude oil gets, i.e. little economic difference between oil vs. NGL
- They calculated the full development plan and identified that despite gas injection wells, this project has great returns
- They are working on turning gas from a problem into an asset (i.e. sales via proposed gasline)
- DH and mgmt. participated in all capital raises
- They paid some debt payments in cash to avoid predictability for shorters
- They improved communication and simplified the story, e.g. now we have Kodiak and Ahpun instead of 10 different names
- They bought leases for Ahpun East, which now turns out to be a massive oil accumulation with likely much better flow rates than Ahpun West (which was already commercial)

PTHRF,,, once more about funding, https://polaris.brighterir.com/public/pantheon_resources/news/rns/story/x4259kr

PTHRF,,,posting this News again https://www.rigzone.com/news/alaska_lng_secures_preliminary_gas_supply_agreement-06-jun-2024-177000-article/

PTHRF,,, potential significant resource upgrades. The analysis indicates a 15% - 50% increase in resource estimates compared to pre-drill estimate of 609 mmbbls in the four originally identified oil horizons.

PTHRF,,, https://www.stocktitan.net/news/PTHRF/correction-pantheon-resources-plc-announces-preliminary-log-core-and-11duevo54ljz.html

PTHRF,,, all pieces coming together

PTHRF,,, https://www.rigzone.com/news/alaska_lng_secures_preliminary_gas_supply_agreement-06-jun-2024-177000-article/

Pantheon Resources Secures Up to $35 Million in Convertible Bonds. (20 February 2025)

https://polaris.brighterir.com/public/pantheon_resources/news/rns/story/x4259kr

David Hobbs Executive Chairman of Pantheon Resources, said:

"This agreement removes speculation around the issuance of shares for quarterly interest and amortization of the Existing Convertible Bond, providing three years during which Pantheon's ultimate development financing strategy can be implemented. It provides flexible long-term capital that we can retire after a year, if the Company continues successful execution of its core strategy of bringing its discovered resources into production. We are delighted to begin this relationship with Sun Hung Kai and to work together to ensure that Pantheon has the liquidity to press ahead with the work to progress Ahpun Field FID."

GLTA

$PTHRF PANR $PANR PTHRF

PTHRF,,,latest News,, https://www.stocktitan.net/news/PTHRF/pantheon-resources-plc-announces-appointment-of-ceo-and-board-dtvypn61qk1p.html

PTHRF,,, the Alaska LNG Gasline Project has been in the works for a few decades - to access that enormous stranded resource. And that single resource from one field is not the only gas resource on the North Slope. It is published by the Alaska Department of Natural Resources that the gas resource of the North Slope is over 250 Trillion Cubic Feet. So basically the economics of the Gasline are not lacking for a gas supply. The steel Gasline will turn to rust before they can deplete the resources.
this from GeoDesRrocks off Discord chat

everything changing fast

PTHRF,,,trading price going up nicely today..

Trump ~ Modi February 15, 2025

Why gas rather than oil could be route to raising India’s energy imports from US

https://indianexpress.com/article/business/india-us-energy-ties-donald-trump-pm-narendra-modi-meeting-9835540/

India and the United States have agreed to take steps towards making Washington “a leading supplier of oil and gas to India”, which could help bridge the trade deficit between the two countries, US President Donald Trump said after his meeting with Prime Minister Narendra Modi in Washington Thursday.

GLTA

$PRHRF PANR $PANR PTHRF

Thanks bro. Good to see the board starting to look lively. Here's a couple of maps to remind us what we own.

North Slope Discovery and Prospect Map (08/22/2024)

https://dog.dnr.alaska.gov/Document/Download/254577689B4D43698CEE7B4F7446CA5C/North%20Slope%20Discovery%20and%20Prospect%20Map.pdf

State land.

https://dog.dnr.alaska.gov/Document/Download/3B377EF301224EBD8910300077E4DF8E/_North%20Slope%20Region%20Unit%20Map.pdf

GLTA

$PTHRF PTHRF $PANR PANR

PTHRF,,, https://agdc.us/wp-content/uploads/2022/12/LNGWM-Alaska-LNG-Report.pdf

PTHRF,,, lot of progress being made, but slowly

Thanks for the info.

https://alaska-lng.com/regulatory-process/permits/

GLTA

$PTHRF PANR $PTHRF PTHRF $PANR $PANR

Very good meeting with India's Prime Minister Modi as well. Extolling the natural gas reserves in the US in what looks to be another lucrative trade deal.

GLTA

$PTHRF PANR PTHRF $PANR $PTHRF $PANR

PTHRF,,,much thanks for last two posts mike290,,

To clarify, a key extract from the previous link and post:

" David Hobbs, Executive Chairman of Pantheon Resources, said: "It is very early to put estimates on the Ahpun Field's eastern conventional reservoir accumulations but preliminary analysis to include the additional five zones beyond the pre-drill prognosis hints at a best estimate of expected ultimate recoveries for the entire Ahpun field that may compete with Kodiak field estimates.

"The commercial significance of the Megrez-1 well will be better understood once all the zones are tested but the belief shown by Bob Rosenthal and the Geoscience team in this prospect has been fully vindicated."

Posted with thanks to ae81120 on Stocktwits:

Re-read this document - the plan for the coming months is clear...

https://polaris.brighterir.com/public/pantheon_resources/news/rns/story/xe34vyr

PTHRF,,, Japan needing Pantheon,, https://www.alaskasnewssource.com/video/2025/02/09/gov-mike-dunleavy-talks-trump-alaska-lng-alliance-with-japan/

PTHRF,,this from scott222,,, Pantheon is in a great spot right now. Very exciting. So many catalysts ahead and there is such a well defined roadmap. Stars are aligned. Stars being Trump, Dunleavey, and Japan. And the geology is the biggest star. Carl Sagan like, as in "billions and billions of stars (barrels). Another shining star is the location, right at the TAPS for the oil and right at the terminus of the proposed and permitted gas pipeline. Then there is the contract to supply 500 mmcf/day to that pipeline and the possibility of capital for field development coming from that contract as that gas pipeline project rapidly advances.

PTHRF,,, check this info,,, https://alaska-lng.com/regulatory-process/permits/

PTHRF,,,thank you Mike, better on the way,,,,,and soon

Extract from Pantheon's "Notice of AGM" RNS which was issued about 30 minutes ago:

"The proposed appointment of Grant Thorton is in line with the Company's stated strategy to pursue a US stock market listing."

😁

are the market makers done playing

full listing sounds great,,

thank you. that is good

Not quite the direct mention that I thought.
https://singjupost.com/transcript-president-trump-and-japan-pm-ishiba-joint-press-conference/?singlepage=1
However, Panthion are the only company with a gas sales agreement with the Alaska Pipe Line

I understand that if all goes well, Pantheon will be going for a full US listing.
However, it will still retain its London listing (at least for a while to properly maintain existing UK shareholders' tax and other situations/positions).

Pantheon (from zuesfurla) Pantheon will announce their flow test schedule to the market and their assessment of the top 3 potential zones prior to testing starting so no need to expect the 1st flow test result in the next day or 2. And no need to sell on 'no news' since no flow test news is expected. They said Q1 ie 31 March. I am expecting though at least 1 result by the date of the AGM in mid-March - plenty of time for that. They will be assessing the top 3 zones as best they can and likely tieing up pre-IPO finance prior to the 1st flow test starting.will announce their flow test schedule to the market and their assessment of the top 3 potential zones prior to testing starting so no need to expect the 1st flow test result in the next day or 2. And no need to sell on 'no news' since no flow test news is expected. They said Q1 ie 31 March. I am expecting though at least 1 result by the date of the AGM in mid-March - plenty of time for that. They will be assessing the top 3 zones as best they can and likely tieing up pre-IPO finance prior to the 1st flow test starting.

PTHRF,,, 8,447,816 shares traded today in London

low volume here,, London rocks volume

did that talk get recorded LOL be nice to have a link

market makers playing today to cover

with their pad by the road they can work all year,,no down time

PTHRF,,,news would be good

it got quiet here, must be late in London LOL

someone sold a bunch..mut be short covering

OTC (OVER THE COUNTER) is A PART OF NASDAQ

click the link,, https://www.otcmarkets.com/stock/PTHRF/overview

much less I'm thinking. stay longer for another 10,, LOL.. they have Alaska state gov. involved and solidly backing everything they do

I am a bit far away. Portland, Oregon, U.S.A

bring on Japanese investors,, anyone have a link to their message boards

Pantheon has listing on OTC as PTHRF. is there a new situation being arranged ? maybe to a higher board ?