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This is a paywalled write-up. I also released a FREE Sintana Energy update today. These were originally the same article, because these companies are connected through PEL 87, but it was too long, so I ripped them apart.
I didn’t like Pancontinental before, I didn’t see a reason to buy even a small position instead of adding to Sintana, but now, after Pancontinental stock crashed due to Woodside leaving PEL 87, and also Woodside leaving PEL 87 left Pancontinental in an asymmetric situation, I think it’s worth a shot at the current price and the current situation. Pancontinental has been added to The AlmostMongolian Portfolio. I think it’s a great risk/reward now when it wasn’t before.
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