PTHRF Pantheon Resources Plc

$PTHRF President Donald Trump is set to announce a $200 billion investment initiative from South Korea in the U.S., anchored by a $54 billion commitment toward a long-stalled liquefied natural gas project in Alaska. This will be an Oval Office Presentation! Figures to be huge for Pantheon whose acreage lies along the proposed path of the pipeline; perfectly timed also, during the middle of their evaluation of farm-out offers (There may even be a S Korean bidder in the mix)!

$PTHRF Build all the pipelines you want, but until we find and bring he gas/oil to the surface, none of it matters!! For those of us shareholders that are "semi-retired", time is ticking. Been in this for 6 years now, so my timeline for this to have positive returns for me is getting shorter. GLTA going forward.

$PTHRF Personally I would like to see an outright sale of the Assets/Company. We just lost our development guy and we're not capitolized to do anything ourselves without massive dilution. I would take $1.50 or more a share to be done with this. It is worth $5-6 but no clear path to get there.

$PTHRF Let's go Lord Spencer!! Now that Trump went to Alaska to show his support for the North Slope Production from the federal gov't standpoint......South Korea and Taiwan have both stepped up to the plate to fund the NATGAS pipeline and complete future purchase orders....the "current" Alaskan government is 100% on board as well as the Alaskan citizens (seeing they get a monthly check from everything that is sold).....it is now "gut check time" for PTHRF (and FI/FO partner) if ever there was a time!!!! This is PTHRF's moment in history to match all other parties involved and make the biggest announcement in their history!!! All eyes are on you Lord Spencer!!!

$PTHRF Max was the "man" with "satellite" view of wells away from Kodiak taking the lead to solve the reservoir issue as the geology was defined. Also Max was the "Alaska guy" being from there originally. He brought in Eric. Then this. Then Sir Spencer IMHO went strait for Kodiak to monetize the main asset as he as the largest shareholder soon after the AGM. Body language of Max's at first with Spencer was not the best. And Spencer totally flipped the script with a Farm-out and pushed the Farm-In aside. Folks self made Billionares don't sit around for the slow as you go pace. He's going to make money and a lot of it. IMHO A major change like this is a power struggle and Max was pushed or nugged out.

$PTHRF Looks like Alaska’s LNG Gas Pipeline is finally in motion right over Pantheon’s land. Huge Win!

$PTHRF 2% short volume today. 0% three days prior to that. Shorts seemed to have walked away for now.

$PTHRF This is truly fascinating news. Wilkins himself bought 2.25 million shares in June. He was a big time oil executive before he retired and became a director at Pantheon earlier this year. Going forward, Spencer and Wilkins have truly taken over the company, and that is a good thing. Easley was slated to bring in a load of share if he got a deal before year end. And now he works for another Oil and gas company. Was that company involved in farm out negotiations? Thats a side issue now. I like this move. It comes from a place of strength.

$PTHRF When (if?) South Korea gets fully on board, committing to financing the NG pipeline we good....Trump will encourage the deal, hopefully without threats and insults

$PTHRF I do remember when Spencer took over, he mentioned that he liked Hilcorp in Alaska!

$PTHRF Guys, please consider the possibility that Max Easley left as Pantheon CEO to join the very company that will acquire or partner with Pantheon! In other words, it is not uncommon for an executive for a company being acquired to move to the acquiring company as part of the deal. It is also noteworthy that the company he is moving to is a ‘Large’ energy company already in Alaska which narrows it down to just a few.. COP?! Hilcorp?! We shall see…

$PTHRF you have to believe a billionaire investor turned chairman knows what hes got here.

$PTHRF Nice volume today Someone got a mil shares @.1625 for $162.5 k Smart Just gut feeling,we’ll have a farm out deal before year end

$PTHRF Potential farm outers will have a tough time with the numbers until the S Koreans clarify their NG pipeline position.

$PTHRF Read in the Guardian how South Korean officials made statement diviating from Trump's Alaska pipipline statement with trump telling the press he will double SK tariffs if they do not directly commit to the deal.....getting interesting

$PTHRF 2026 Energy Voice interview quotes Pantheon’s CEO as saying samples from one of their wells showed about 0.5 to 1.5 percent helium. That’s interesting, though the exact well isn’t clearly identified in that sentence. So, we still don’t have a formally published resource estimate. But it’s potentially meaningful, not just a trace. Using their 5.396 Tcf recoverable gas resource figure, if the gas ultimately averaged 0.5 percent helium, that would be roughly 27 billion cubic feet of helium. At 1 percent, roughly 54 bcf. At 1.5 percent, roughly 81 bcf. But that percentage isn’t confirmed across the resource, so this is just a scenario, not a resource estimate.