We are increasing our fair value estimate for Pantheon Resources 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.
Pantheon Resources: Oak Securities
May 22, 2025Disclaimer & Declaration of Interest
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