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LON:PANR

Pantheon Resources Plc

SPECULATIVE BUY Analysis generated 2026-10-28 Market data as of 2026-11-12 Market data 3 days old 7.53p Energy - Oil & Gas Exploration & ProductionAWAIT ENTRY
ACTIONABLEMethodology gates passed
49

Position levels

Currenttoday
7.53p
Buy <=wait / entry
7.33p
Trim >=take some off
12.00p
Thesis breakA failed farm-out, an inability to secure acceptable funding before cash is exha...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case16%100 / 10016.0
Base case48%62 / 10029.8
Bear case36%10 / 1003.6
Weighted conviction49 / 100 - SPECULATIVE BUY

Top risks

  • Farm-out process with 10 companies engaged and no drilling without partner funding
  • Seismic reprocessing on Kodiak expected to deliver 25% resource upgrade
  • New CEO David Wilkins appointed with immediate effect alongside Chairman transition
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