Share Talk Youtube Main

Pantheon Resources PLC (AIM: PANR, OTC: PTHRF) has shared additional information ahead of a webinar today, stating that a Wood MacKenzie report described its Theta West as the fourth-biggest discovery globally in 2022.<br /><br />However, the report also noted that additional drilling and testing are required before Theta West can be considered for commercial development. Pantheon added that being onshore and near existing export infrastructure provides significant advantages.<br /><br />In a separate development, Pantheon reported that its Alkaid-2 well has flowed for more than two months, and future operations will focus on testing the shallower Shelf Margin Deltaic zone.<br /><br />The company does not intend to extend its gas flaring permit for Alkaid due to the lack of necessary facilities to sell natural gas liquids and condensates, but future development plans include the installation of refrigeration equipment.<br /><br />Pantheon Resources will be focusing on testing the shallower Shelf Margin Deltaic (SMD) zone in the wellbore at Alkaid, following the plugging of the Alkaid zones in that location. According to Pantheon’s analysis of the well results, the SMD has better reservoir qualities than the Alkaid #2 well.<br /><br />The successful testing of the SMD could lead to the addition of another independent oil accumulation to the recently tested Alkaid ZOI, which could be jointly developed using the same infrastructure from drill pads located adjacent to the highway. Pantheon believes that the size and location of the SMD oil resource would significantly improve the commercial viability of the oil at the Alkaid location.

Pantheon Resources (AIM:PANR) AGM webinar & corporate update Video

March 20, 2023 7:52 pm

YouTube Video VVVvVU1SVThzVTdJMWRnTFc4WWNXMWdRLllUdVJUVFppanlz

Pantheon Resources (AIM:PANR) AGM webinar & corporate update Video

Share Talk March 20, 2023 7:52 pm

Yesterday we had the pleasure to talk to Jason in the London studio, if anything he is pushing on and has high hopes for the company, and shareholder value moving into 2023. <br /><br />Here is the format of the interview in no particular order:<br /><br />Since we last spoke Marula has completed more deals, can you give us a quick overview? <br />Are you going to build - will we see further growth in the portfolio moving forward this year? <br />The SP has gone on what, 3/4 bagger since our interview in Nov, you did call it back then, Jason, you must be a happy man. <br />With your market cap growing expeditiously, how do you see the momentum of the company over 2023?<br />You look at the dual list shortly onto AIM, what is the current situation with the company preparations? <br />We have been watching your Twitter feed, a bit cold in old blighty this time of year... :) <br />A final message to shareholders, three highlights for 2023.

Marula Mining PLC Chief Executive Officer Jason Brewer talking to Share Talk during London visit

February 28, 2023 1:28 pm

YouTube Video VVVvVU1SVThzVTdJMWRnTFc4WWNXMWdRLlEyazdCM2NOUmg0

Marula Mining PLC Chief Executive Officer Jason Brewer talking to Share Talk during London visit

Share Talk February 28, 2023 1:28 pm

Andrew Scott, Andrew Haythorpe & Adam Jones discuss the 2023 operating plan.<br /><br /><br />ECR Minerals plc (LON: ECR), the exploration and development company focused on gold in Australia, is pleased to announce high gold grades from recent in-situ rock chips sited within license EL006184 and newly acquired license EL006713 at the Creswick Project, Victoria, Australia.<br /><br /><br />ECR Minerals plc has 100% ownership of the Creswick Project which includes exploration tenements EL006907, EL006713 and EL006184. All licences reside north to northeast of the City of Ballarat, Victoria, Australia. The Company is exploring a number of parallel-gold mineralisation trends that are believed to extend 10km NE from the Nerrina Goldfields at Ballarat.<br /><br /><br />ECR CEO Andrew Haythorpe commented: “I am delighted to see these results from rock chip sampling. Along with the retest of the 2021 Creswick drill core (see RNS dated October 19 2022 here) and the parallel gold system identified at Davey Road and South Davey workings (see RNS dated December 22 2022 here), this work continues to support the Directors’ belief that Creswick could host an extended gold system. The Company’s field team has remained on the ground at the property to continue further sampling”<br /><br /><br />The Board remain excited by the potential opportunities for discovery across ECR’s asset portfolio and is eager to push on and undertake further work at the earliest possible opportunity. I look forward to reporting back to you with further updates.”

ECR Minerals plc (AIM:ECR) Creswick Results and 2023 Operating Plan

February 9, 2023 12:21 pm

YouTube Video VVVvVU1SVThzVTdJMWRnTFc4WWNXMWdRLndqMGt1STRESDJj

ECR Minerals plc (AIM:ECR) Creswick Results and 2023 Operating Plan

Share Talk February 9, 2023 12:21 pm

The last time we had Jason in the London studio was back in November 2022 and he did not hold back for sure. The market Cap was then £2 million, and the shares have gone north since then, what a cracking couple of months.<br /><br />We said then that Marula Mining PLC has an experienced team with a proven track record across the entire project development pipeline. Collectively, they present an in-depth understanding of the mining and exploration sector.<br /><br />What we did not expect was the rapid progress the company would make in such a short space of time. The company should be putting out a formal update next week RNS to confirm work is underway to trade on the AIM this first quarter.<br /><br />Thank you to Jason for chatting with us from Kenya, and it looks like 2023 is going to be an explosive ride for holders.

Marula Mining PLC (AQSE:MARU) Chief Executive Officer Jason Brewer talking to Share Talk

January 26, 2023 1:02 pm

YouTube Video VVVvVU1SVThzVTdJMWRnTFc4WWNXMWdRLkxnbW1YWmFMdlRn

Marula Mining PLC (AQSE:MARU) Chief Executive Officer Jason Brewer talking to Share Talk

Share Talk January 26, 2023 1:02 pm

$About the Webinar In this Webinar, the management team will provide further detail on the interim results and subsequent analysis and interpretation of the Alkaid #2 well, together with a detailed Q&A session. The presentation includes certain updated information including: 1. Rig mobilization for cleanout of blockage at Alkaid #2 Pantheon confirms that the Nordic Calista #2 rig is scheduled to mobilize to the Alkaid #2 location tomorrow. Once on location, it will be set up prior to pulling the tubing and packer from the wellbore and commencing the cleanout of the sand blockage. Operations for the cleanout are estimated to take approximately 10 days and the rig will remain on location all this time in case required further. 2. Alkaid #2 analysis and update Subsequent to the Company’s last update on Alkaid #2, detailed analysis has been undertaken to better understand the higher than expected gas production. Pantheon has undertaken extensive analysis with SLB (previously known as Schlumberger) and other consultants and have collectively concluded that the frack has possibly intercepted a gas cap at the extreme updip portion of the Alkaid anomaly. The possible gas cap is not significant, estimated to represent approximately 2% of the gross rock volume of the Alkaid resource, yet would explain the gas production volumes. Analysis suggests this possible gas cap could be avoided in future wells by positioning the lateral sections a little deeper in the reservoir. Analysis has also confirmed that the entirety of the lateral section of the wellbore is in the oil zone. 3. Modelling of potential commerciality of Alkaid In order to demonstrate potential project economics, Pantheon has developed a conceptual development model for the Alkaid anomaly (not including the shallower Shelf Margin Deltaic (“SMD”) formation which is also oil bearing) based upon the actual flow rates (137.5 barrels per 1000 ft of unblocked wellbore – and for conservatism ignoring potential improvements to flow rate that may arise as the well cleans up beyond its present 40%) and actual hydrocarbon mix (oil, NGLs & condensate) detailed in its announcement of 30 December, 2022. At current pricing, this production stream would generate approximately $40,000 per day in gross revenue once facilities are installed to separate and capture the NGLs and condensate. The modelling(1) which was undertaken for illustrative purposes only, supports that the Alkaid project can be commercial at current production rates and hydrocarbon composition. A sensitivity table is provided below showing NPV’s and IRR’s at various pricing scenarios. Alkaid is highly leveraged to improvements in flow rates and product pricing. 4. Pricing of the liquid production stream at Alkaid #2 A detailed analysis of the valuation of the components of the liquid hydrocarbon stream at Alkaid#2 has been undertaken and it is estimated that the current production mix of oil/condensate and NGL’s would achieve +80%-90% of the Alaska North Slope Crude price (“ANS crude”). ANS crude usually trades at a premium to WTI. Some of the more valuable NGL’s known to be present but which were not measurable at this point have been excluded from this calculation for conservatism, but would be extracted in a development scenario, providing additional upside. Additionally, should the ratio of oil continue to improve as the Alkaid#2 well cleans up beyond the present 40%, then this would provide additional upside to the modelled numbers above. https://www.share-talk.com/pantheon-resources-aimpanr-alkaid-2-webinar-and-update/$

Pantheon Resources (AIM: PANR) Webinar Presentation and Q&A 24th January 2023

January 24, 2023 8:45 pm

YouTube Video VVVvVU1SVThzVTdJMWRnTFc4WWNXMWdRLlhXQ0xiQmxpSWZ3

Pantheon Resources (AIM: PANR) Webinar Presentation and Q&A 24th January 2023

Share Talk January 24, 2023 8:45 pm