8 Comments

Thanks for your work, Conor. Your newsletter has been a blessing so far. Keep it coming, it is much appreciated.

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Thank you Roman.

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Nice analysis. I agree here. There is so much potential reward with so little potential risk here. Its truly one of the few asymmetric plays out there. And this even without considering the price of the underlying commodity which in my opinion also more more upside than downside potential, statisticially speaking. In that sense PANR is a leveraged play with a considerable skew in risk/reward.

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Agreed. Thanks for reading.

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Congrats on the rise in readers in such a short space of time, well deserved

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Thanks Wolf.

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Hey Connor I just came across this substack on search of info abt Pantheon, appreciate your work. As an investor in PANR your articles reinforces my conviction that this can be a very successful investment.

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Have you seen lastminute .com? Could be an interesting situation.

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