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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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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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2
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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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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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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2
Rockhopper & Navitas Face Argentine Pushback as Sea Lion FID Approaches
Political noise resurfaces as Navitas and Rockhopper advance toward the final investment decision in the Falklands - how do I analyze the situation?
Sep 22
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EL AL | Full-Competition Year Could Deliver USD 750 million EBITDAR
Path to an EBITDAR of USD 750 million under a full competition, positioning EL AL as a top investment opportunity among unique airlines within the…
Sep 19
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Next Vision Is Raising $400 Million From Foreign And Israeli Investors
Following the exciting Q2 2025 results, investors are eager to see M&As, a sentiment that has recently influenced the share price.
Sep 15
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2
Navitas | Sea Lion: Next Steps Towards FID
Navitas Investors Call, 27 July 2025: Chairman Gideon Tadmor on Sea Lion (Navitas & Rockhopper)
Sep 15
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Navitas | Sea Lion Financing
Navitas Investors Call, 27 July 2025: CEO Amit on Sea Lion Financing (Navitas & Rockhopper)
Sep 14
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EL AL | The Cheapest Airline in the World? (1 Month Later)
Approximately a 12% increase in share price after nearly a month since my initial post, where I highlighted how I see $ELAL as the cheapest airline…
Sep 13
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August 2025
EL AL | The Cheapest Airline in the World?
I dove into the numbers at EL-AL to look for support for my thesis — Is it still the cheapest airline in the world?
Aug 16
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