Pantheon Resources' interim results for the six months ended 31 December 2023 were broadly consistent with expectations. Most importantly, the company reported a post period end cash balance of $8.7m as at 15 March 2024. The company provided an update of notable forthcoming catalysts. Our view is that the macro backdrop for the oil & gas sector will play a preponderant role in the fortunes of the company; from that perspective, we believe that the backdrop for the oil & gas sector is significant ....