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Navitas Petroleum Q3 2025: Sea Lion FID, Shenandoah and Valuation
Insights from Navitas’ Q3 2025 report: Sea Lion FID by year-end, Shenandoah growth, refinancing progress, and a strong cash-flow valuation.
6 hrs ago
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EpsilonTal
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EL AL 2025 Q3 Valuation, Results and Investors Call
Disclaimer: As of the publication date, I hold shares of ELAL.
Nov 16
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EpsilonTal
3
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Next Vision 2025 Q3 Results and Investors Call
Disclosure: As of the date of publishing, I hold shares of Next Vision.
Nov 10
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EpsilonTal
4
October 2025
Rockhopper Exploration: October 2025 Update
Now, as the share price climbs above 80p, that consolidation period appears to have done its job. What we see is not just a price move, but a transition…
Oct 31
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EpsilonTal
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QualiTau 2025 Valuation: New Price, New Multiples
QualiTau specializes in testing solutions for the semiconductor industry. Since I first wrote about the company (Market Cap = USD 61.15 million), its…
Oct 26
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EpsilonTal
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6
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EL AL's Valuation: October 2025
El Al is currently traded at a relatively low price compared to alternative airlines traded in the US. This gap is widening as we expand our outlook. I…
Oct 20
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EpsilonTal
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5
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EL AL's September 2025
In September 2025, Israel’s Ben Gurion Airport recorded a 33% jump in international passenger traffic, marking one of the strongest months since the…
Oct 16
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EpsilonTal
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EL AL | Retaining Control of the US Routes
With American Airlines returning slowly, El Al continues to control most Israel–US traffic, supported by Delta’s codeshare and loyal passengers.
Oct 12
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EpsilonTal
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EL AL | Market Reaction to Ceasefire Deal
Investors sell the news, not the thesis. EL AL’s fundamentals remain firm.
Oct 9
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EpsilonTal
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Darwin vs Sea Lion | Why I Avoid Borders & Southern
Investors often compare the Darwin to Sea Lion projects, expecting a repeat story. From where I stand, that comparison doesn’t hold.
Oct 6
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EpsilonTal
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September 2025
Rockhopper Exploration | 2025 Half Year Report
Funded for FID: Strong Balance Sheet, Institutional Support, and Clear Path to FID by Year-End
Sep 29
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EpsilonTal
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EL AL | New CEO: From CAL to the Cockpit — Why This Leadership Shift Matters
EL AL appoints a new CEO, CFO, and Matmid FFP CEO — signaling its shift toward becoming a financial institution
Sep 25
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EpsilonTal
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