EpsilonTal's Newsletter

Rockhopper & Eco Atlantic & Navitas: The Argentina Saga (Phase 3)

From Opposition to Negotiation? Could Gideon Tadmor Reach a Nobel Peace Prize Before Donald Trump?

23 hrs ago • EpsilonTal

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March 2026

QualiTau 2025 results

Disclaimer: This content does not constitute investment advice or a recommendation to take any action.

Mar 27 • EpsilonTal

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Navitas, Eco Atlantic and Rockhopper Move Toward a Regional Production Hub

Falklands Oil Update: March 2026

Mar 11 • EpsilonTal

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EL AL Update: March 2026

When reading this document, it is important to emphasize that the information presented does not constitute a recommendation or a call to action.

Mar 2 • EpsilonTal

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February 2026

QualiTau: Private Placement – February 2026 Update

Record Q3 performance, accelerating demand, institutional capital entry, and forward-looking insights from the December conference call.

Feb 24 • EpsilonTal

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January 2026

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 • EpsilonTal

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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 • EpsilonTal

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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 • EpsilonTal

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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 • EpsilonTal

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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 • EpsilonTal

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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 • EpsilonTal

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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 • EpsilonTal

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