Pantheon Resources: Oak Securities
We are increasing our fair value estimate for to 52.3p from 48.6p to reflect the extraordinarily
strong support coming from the US Administration to rapidly progress an Alaskan natural gas pipeline and associated LNG export facility, which stands to be transformationally positive for Pantheon Resources. In effect, we are now including in our fair value estimate 25% of our full success case valuation estimate for the company’s Ahpun-West asset, up from 20%, to reflect the growing potential for that resource to supply natural gas into the planned gas pipeline.
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.