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LON:PANR

Pantheon Resources Plc

OPPORTUNISTIC BUY 2026-08-01 Updated today 12.13p Energy - Oil & Gas Exploration & ProductionAWAIT ENTRY
58

Position levels

Currenttoday
12.13p
Buy <=wait / entry
10.00p
Trim >=take some off
18.00p
Thesis breakA formal NSAI resource downgrade combined with a discounted equity raise conduct...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case49%62 / 10030.4
Bear case26%10 / 1002.6
Weighted conviction58 / 100 - OPPORTUNISTIC BUY

Top risks

  • Gas Sales Precedent Agreement with AGDC
  • Updated NSAI Resource Statement confirming 1.2 billion barrels Kodiak contingent resources
  • Strategy updated to focus on Kodiak with multiple parties in data room
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.