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Navitas Petroleum: Special General Meeting (March 2026)
An in-depth analysis of Navitas’ strategic shift, from an oil and gas developer to an investment platform built on strategic corporate partnerships.
Jan 29
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Eco Atlantic: Eco Atlantic Raises USD 10 Million (Jan 26 Update)
In this post, I will update you on my new investment idea, outlining my rationale and key considerations.
Jan 26
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Navitas: Refinancing the Shenandoah Project
Navitas refinances USD 1.35B of Shenandoah project debt, cutting FX risk and improving flexibility. Analysis of cash flow, hedging, and Sea Lion upside.
Jan 21
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Eco Atlantic: Navitas Petroleum Partners with JHI (Jan 13 Update)
In this post, I will provide an update about my new holding and the thesis.
Jan 13
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The Hebrew Edition
In the Hebrew edition, I will post letters on various topics, including frequent updates and translations of selected letters from the main edition.
Jan 7
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Eco Atlantic: New Year, New Investment Idea
In this post, I will write about a new holding in my portfolio.
Jan 2
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December 2025
Next Vision: December 2025 Update
Next Vision is a defense technology company specializing in the development of stabilized imaging systems for aircraft and drones, with its shares…
Dec 15, 2025
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Rockhopper & Navitas Face Argentine Pushback Following Sea Lion FID (Phase 2)
After the announcement of the Final Investment Decision (FID) for the Sea Lion project, the Argentine government issued a strong statement against the…
Dec 12, 2025
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Navitas Announces Final Investment Decision (FID) for the Sea Lion Project
Navitas Petroleum has officially announced the Final Investment Decision (FID) for Phase 1 of the Sea Lion development, marking the most significant…
Dec 10, 2025
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November 2025
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.
Nov 18, 2025
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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, 2025
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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, 2025
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