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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.
Nov 18
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נאוויטס רבעון 3 שנת 2025: סי ליון, שננדואה והערכת שווי
במכתב זה אתייחס לעיקרי ההתייחסויות לפרויקטים של השותפות, מתוך הדוח הכספי לרבעון 3 שנת 2025.
Nov 18
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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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רוקהופר: עדכון אוקטובר 2025
גילוי נאות: האמור נכתב לצורכי מידע בלבד ואינו מהווה ייעוץ השקעות, שיווק השקעות או המלצה כלשהי לביצוע פעולה.
Oct 31
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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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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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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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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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