LON:PANR
Pantheon Resources Plc
ACTIONABLEMethodology gates passed
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
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 16% | 100 / 100 | 16.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 36% | 10 / 100 | 3.6 |
| Weighted conviction | 49 / 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