Navitas Petroleum Q3 2025: Sea Lion FID, Shenandoah and Valuation
In this letter, I will address the key points related to the partnership’s projects, based on the Q3 2025 financial report. I will focus on the Sea Lion project and the Shenandoah project, and will also provide a brief overview of the partnership’s additional projects.
Structure of the Letter:
Upfront Bottom Line
Review of the Various Projects
Pricing and Valuation
Risks
Final Bottom Line
Disclosure: As of the date of writing, the author holds shares of Navitas and Rockhopper mentioned in this letter and therefore has an interest. The author is not an investment advisor, and nothing herein should be regarded as a recommendation to take action. The information is provided for informational purposes only, may contain errors, and does not replace reading the company’s official reports or conducting independent research.
Available in 🇮🇱 The Hebrew Edition:
