The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Who to believe???
Navitas Operator saying 'Heading Towards FIF 2024' Page 9
https://ir.navitaspet.com/wp-content/uploads/2023/05/Navitas-Investors-01052023.pdf
or some faceless Muppet I've blocked??
Tough call !
Thanks for the heads up Godders, i’ll sell the lot with that pearl of information. WTF
As usual, Godders / Decidedleaverage, we all want to know your source for this revelation.
If you want us to 'discuss', then we need to know a bit more than it being some whim that came to you in a dream.
So, Godders / Decidedleaverage, where does that come from?
Yes, definitely.
@Ovets not only reduce the Operating costs but also attract another partner ?
Absolutely, and Navitas couldn't give a tuppenny Fuke about them, but it would still be preferable to have a friendly neighbour, which could significantly reduce some of the costs of operating in such an area
Argentina is a basket case and we should just ignore them (as I’m sure the Israelis will)
It's like Zimbabe under "Ebigum" .....they will dollarise the Economy, and ditch the peso, or become like the Wiemar Republic
Https://www.dailymail.co.uk/news/article-12660447/Argentina-presidential-election-runoff-Javier-Milei.html
So, it looks like the polls were wrong & we won't get our guy after all? Fancy voting for a man who's main policy is facilitating hyperinflation. Perhaps enough people just use the cash dollar, or have usd transacting card readers in their shops to not care hey?
About time...
"Billions in local government pensions have been invested in the fossil fuels industry, according to new analysis"
https://www.dailymail.co.uk/news/article-12660299/Billions-local-government-pensions-invested-fossil-fuels-industry-according-new-analysis.html
Good analysis, can deffinately read a balance sheet, but if we are critiquing here there was no mention of political risk.
Also, those of you who are on twitter & have seen the offshore services guys there, haven't rig rates gone up 50% in 12 Months or something? Makes the 1.3Bn$ upfront capex seem out of date, but at least if the project reaches FID, aren't developement costs at least contractual to whatever the final amount may be at that point?
Godders/ Decided, you are in the top 1% of wealthy people in UK, allegedly. Why don't you just get your Bitcoin wallet open and fund it yourself, rather than waiting for Sam and Gideon?
You guys get an early night , let the people in the know take the strain , I would imagine they know what they're up to.
Ralph I entirely agree with you. As I have been saying all along, this project is not nimble enough in the modern world of change. The moment rkh gets its ducks in a row the world shifts and we are back at square one.
I am now worried about finance. Cheap money is no longer available.
I enjoyed the video, but it did miss that fact RKH can sell part of all of the award too. According to conversations reported on here taken from the AGM RKH already have three offers on the table. If/when the annulment case is won it can be presumed that the value of these offers would increase too given the reduced risk.
The video did not mention what I consider positives :
1. Possibility of a 3rd partner.
2. Many Murphy Oil people recruited by Navitas.
3. Recent additions to RKH's team.
4. Build of FIG's " Sealion Team ".
New analysis of Rockhopper: https://www.youtube.com/watch?v=-VK7JObeYTA&t=166s
@Mogger…. Appreciated, Sir.
And my thanks to AlmaCogan also
Latics, never mind seeing it in black and white, this is evidence in Technicolour
https://fitv.co.fk/news-and-events/mla-barkman-discusses-sea-lion-project/
There is a clip from FITV where MLA Barkman explains why the Navitas team were in Stanley. They went to see what work needed to be done with the TDF and causeway as part of logistics planning for Sea Lion development.
@Mogger …I‘ve searched for the subject and been unsuccessful. I don’t do such searches for the benefit of my health.
However, you have asked whether I want evidence of positive news. I want evidence of all news and I can then decide if it is pertinent or not.
Your reactions put you squarely behind, Sam. I think everyone recognised that. If I don’t have the information, how can I change my views ?
Latics,
Only a couple of days ago you wrote the following:-
"All I am doing is to counteract the endless propaganda that comes onto this forum swamping all other views."
Now, you want people to show you evidence of positive news.
Just like your campaign against Sams's "grotesque" salary before giving him more money to spend by exercising your warrants.
Do you want the information or not?
Mogger
Latics " I actually mean what I say", naaaa, Latics doesn't believe his own cr*p for a moment. All an elaborate pose adopted to affect the audience here.
@Mogger .. only found the James Cleverley visit mentioned