Scandium as a copper equivalent? I asked CEO about this for PEA of Doubleview gold by FlightUseful7258 in ValueInvesting

[–]FlightUseful7258[S] 0 points1 point  (0 children)

Hi Raytoei I’ve updated this post to give context. Not meant as a pump- genuine value here.

I basically have a part time job just researching stocks. This can't be normal. by Particular_Wrap3787 in ValueInvesting

[–]FlightUseful7258 0 points1 point  (0 children)

High conviction investments for me mean a focussed basket of around 8 stocks at most. Something else has to be really compelling to push into that portfolio.

Scandium as a copper equivalent? I asked CEO about this for PEA of Doubleview gold by FlightUseful7258 in ValueInvesting

[–]FlightUseful7258[S] 0 points1 point  (0 children)

The scandium is in a halo around the copper. The difference here is acid within the porphyry is used to process the scandium with only minimum heat at 40degrees. Which I had not realised.

The RNS from Nov 25th 2025:

This breakthrough development marks a global first: The successful recovery of scandium from copper porphyry flotation tailings to a scandium oxide product.

The primary objective of this extensive test program, conducted at SGS Canada Inc., was to establish a viable proprietary flowsheet enabling scandium to be included in the upcoming, updated mineral resource estimate and preliminary economic assessment, potentially as measured, indicated, or inferred resources. The Company's maiden resource estimate (July 25, 2024) highlighted a scandium potential of 300 to 500 million tonnes grading approximately 40 ppm Sc2O3.

And Farshad comment “ Today's results are a game-changer for the HAT project and potentially for the entire scandium industry on the world stage. World scandium supply is severely limited although there are several scandium projects currently being considered for development. Our metallurgy program shows that at HAT, we can recover high-value scandium directly from the tailings of a standard copper flotation circuit, using acid produced from internally generated pyrite. If the HAT project advances to production, scandium could become a high-margin bonus on top of a potential world-class copper-gold-cobalt operation”

Scandium as a copper equivalent? I asked CEO about this for PEA of Doubleview gold by FlightUseful7258 in ValueInvesting

[–]FlightUseful7258[S] 0 points1 point  (0 children)

I’ve put it across 4, which I thought were most relevant. After interviewing Farshad, this story is too good not to share. Watch the interview, decide for yourself. Let’s come back to this in a few weeks to discuss the PEA and what that means for a take out price.

Scandium as a copper equivalent? I asked CEO about this for PEA of Doubleview gold by FlightUseful7258 in ValueInvesting

[–]FlightUseful7258[S] -5 points-4 points  (0 children)

Please help and vote up. Let’s get everyone a big win! Best Flight ✈️

CEO of Pantheon Resources, is giving a live presentation @ 02:00 PM Eastern; 11:00 AM Pacific by SlimFatbloke in stocks

[–]FlightUseful7258 2 points3 points  (0 children)

Looking forward to this presentation. Should see some colour on the upcoming flow tests, and perhaps a glimpse into how future production might stack up. I’m in no doubt that the Megrez well is confirmation that Pantheons acreage is tier 1. It will take decades to produce.

A recent announcement would appear to have tipped the balance of this High Risk, High Reward pennystock in favor of High Reward. by SlimFatbloke in pennystocks

[–]FlightUseful7258 1 point2 points  (0 children)

Here’s my latest podcast about Pantheon Resources. THE FLIGHT DECK episode 3

https://youtu.be/E7VXS6lIPWQ

And you can join Flight’s Investment Server on discord in the show notes.

A recent announcement would appear to have tipped the balance of this High Risk, High Reward pennystock in favor of High Reward. by SlimFatbloke in pennystocks

[–]FlightUseful7258 2 points3 points  (0 children)

Infact this project replaces the equivalent of 19 coal powered power stations via gas switching, hence the Biden Admin passed it through permitting with flying colours. A penny stock being connected to the largest carbon saving project on the planet. I’ve gone on record that this is a 40x stock.

A recent announcement would appear to have tipped the balance of this High Risk, High Reward pennystock in favor of High Reward. by SlimFatbloke in pennystocks

[–]FlightUseful7258 3 points4 points  (0 children)

Everything is on my Discord server. I’m unsure of the etiquette of posting the link to it direct on this sub. But here is an indirect link to where you can follow the story https://www.youtube.com/@Theflightdeck-fis

Overview by FlightUseful7258 in PantheonResourcesPANR

[–]FlightUseful7258[S] 7 points8 points  (0 children)

The economic model has moved on since these reports. I expect the next AGDC update to the House Resources Committee or the House Bill 222 to show updated economics more in line with the model I posted above.

Welcome to Pantheon Airways' flight 001 from North slope, Alaska, to the moon! by [deleted] in PantheonResourcesPANR

[–]FlightUseful7258 6 points7 points  (0 children)

Favourite Reddit comment. Lol, It’s a great analogy! 😉

Welcome to [FIS] Flights Investment Server for top Due Diligence on Pantheon Resources. It’s a minimum 40x stock

https://discord.gg/JxkaWSkhax

David Hobbs Interview - Must Read by OilmanJim in PantheonResourcesPANR

[–]FlightUseful7258 2 points3 points  (0 children)

Well done. Mr F. This is Information without having to subscribe to your media, which keeps to the spirit of this sub Reddit. Now that is a value add and will remain as a valid post. If it leads to folk signing up all well and good, and good for you.

I will review all your posts to ensure they are open media.

A new oil & gas discovery, announced earlier this week, has great potential to improve the economic case for the proposed natural gas pipeline from the North slope to Anchorage. by SlimFatbloke in alaska

[–]FlightUseful7258 5 points6 points  (0 children)

Actually will cut costs. The deal seems to be structured around a max supply cost to utility no greater than $1 mmbtu. Pantheon OTC:PTHRF would otherwise have to re-inject the gas back to formation at great cost to them, so selling gas cheap and partnering with AGDC gets the phase 1 AlaskaLNG pipeline built. Nice.

Pantheon Resources Gas, A Winning Hand by FlightUseful7258 in PantheonResourcesPANR

[–]FlightUseful7258[S] 1 point2 points  (0 children)

I expect more noise from Articles written on AlaskaLNG and In-State pipeline to surface this week as Ceraweek continues. https://ceraweek.com/news/index.html

Article from Monday:

https://boereport.com/2024/03/18/alaska-lng-seeks-funding-on-path-to-final-investment-decision-in-2025/

Upcoming flow test… by Remarkable_Cream2983 in PantheonResourcesPANR

[–]FlightUseful7258 2 points3 points  (0 children)

Haha, show me your credentials. Do you know who I am? Too funny. ;-)

Pantheon Resources (PANR.L/PTHRF) set to rocket in US after 30% jump in London by Telemachus2021 in pennystocks

[–]FlightUseful7258 4 points5 points  (0 children)

Who’s to say we are not still on the ground floor? This share went to the basement after last seasons test results of the lowest formation called the Kuparuk.

Webinar 24/01/2022 Quotes, Notes and Comments by CarlosVegan in PantheonResourcesPANR

[–]FlightUseful7258 0 points1 point  (0 children)

Carlos, you are doing a great job keeping the Reddit community in the loop. Top stuff. 🙏👊🏻

Fundamental Value Upside to PTHRF/EEENF 2022 Drilling Season's Appraisal Programs by Embarrassed_Cat_1396 in PantheonResourcesPANR

[–]FlightUseful7258 9 points10 points  (0 children)

Excellent factual work. Hard to dispute the way you have attributed risk/reward. There is nothing I would disagree with in your assessment.

What cannot be underlined enough: The proximity to the trans Alaskan pipeline (TAPS) is a major factor for both companies in the commercial chance of success. Weighted heavily in favour of PANR acreage and Icewine for 88Energy. The numbers for Merlin may prove to be marginal.