Research, Charts & Company Announcements
Research Tree offers PANTHEON RESOURCES PLC research coverage from 2 professional analysts, and we have 16 reports on our platform.
Our simple but effective charting function allows for a quick scan of PANTHEON RESOURCES PLC's performance over multiple time horizons.
|26/09/2016 17:30:28||London Stock Exchange||Holding(s) in Company|
|13/09/2016 07:00:08||London Stock Exchange||Operational Update|
|05/09/2016 07:00:08||London Stock Exchange||Operational Update|
|02/08/2016 13:37:08||London Stock Exchange||Change of Registered Office|
|19/07/2016 07:00:08||London Stock Exchange||Acquisition of Increased Working Interest|
|08/07/2016 07:00:06||London Stock Exchange||Operational Update|
|27/06/2016 15:19:00||London Stock Exchange||Holding(s) in Company|
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A large part of a large pie
18 Oct 16
Rockhopper (RKH) holds a material stake in the major discoveries in the Falklands. The Sea Lion complex holds 517mmboe of 2C contingent resource (900mmboe 3C), while the Isobel Elaine complex could be a similar magnitude (according to management estimates). This resource base (over which RKH holds a >50% working interest) is significant on a global scale and commercially attractive given the cost reductions achieved through the FEED process so far – the project is NPV10 break-even at $45/bbl. Although the timing of project sanction is uncertain (particularly given the financial constraints of its partner PMO), the fiscal regime and resource base makes this a compelling long-term project. Our revised core NAV is 74p/share.
Consensus eps falling…falling…falling…rising 2.0
29 Apr 16
In January we screened for companies with estimates that had been declining consistently since a year previously, but which had risen in the immediately preceding three months (see our note dated 22 January 2016). We have reviewed the performance of those companies and, given the overall strength of this selection, we have re-run the screen. In the c.3 months since selection, the unweighted average rise was c.34% against a c.11% rise in the main All-Share index. From the same universe as before (some 900 companies) we find 38 companies selected by the screen. We note a number of stocks in the list where we have a supportive stance including: Devro (DVO LN, Buy), James Fisher (FSJ LN, Corporate), Mattioli Woods (MTW LN, Buy) and Spirent Communications (SPT LN, Buy).
Earnings, valuation and target price update
20 Sep 16
Atalaya Mining recently released operating and financial results for the first half of 2016. The plant expansion project at its flagship Rio Tinto mine in Spain was completed in May, ahead of schedule and below budget. Production is now ramping up, with nameplate throughput equivalent to 9.5 million tonnes per year expected before the end of 2016. The mine is now into its third operating quarter and has issued guidance for the rest of the year; we have incorporated this into our model. We have slightly increased our price target to 209p, reflecting these changes and also positive exchange rate moves. We retain our Buy recommendation.
18 Oct 16
Accsys (AXS): Acorn aiming to be a mighty oak (BUY) | Utilitywise* (UTW): Risks discounted leaving significant upside (CORP) | dotDigital* (DOTD): Strong prelims demonstrate strategic execution (CORP) | Hardide* (HDD): Year-end trading update (CORP) | Shanta Gold (SHG): Q3 operating results (BUY) | Hurricane Energy (HUR): Horizontal well interim result (BUY)