Member Info for Doppo59

On page 1 .... I have 22 green boxes and three messages to read, complete madness!

Hello, I am invested here and thank you to all for their valued contributions, much welcome and needed!

I'm not sure if this is just old news, although published today but I wanted to contribute something!

https://www.twobirds.com/en/news-and-deals/2025/uk/bird-and-bird-acts-for-cornerstone-investors-in-us140m-placing-by-rockhopper-exploration#:~:text=International%20law%20firm%20Bird%20%26%20Bird,in%20the%20North%20Falkland%20Basin.

GLA

Of course, you then have to go back a page to see any relevant posts lol

Bonkers when they must know that no-one is reading them!

My small holding is just rotting away in the draw, we are nearly four months away from a two year suspension .... they have built nearly two thousand homes in my local area since then!! Surely, with the wit of man it can't be any longer. Price of gold souring, and here we sit. I'll be happy just to get out .... if that's possible

GL to those that hold though, not for me!

Crazy, just crazy ..... 17 green boxes!

Blimey 13 straight greens ....

DYM, it would seem that we both had the same thoughts. More green boxes activated.

May I suggest that this person should probably sell any shares, or at least don't visit these BB's, it's clearly not helping !!

GLA

I feel sorry for Constructive, he probably has his head in his hands. I sold some at 92p and kept a small holding back. That was sold two weeks ago. I first bought here in 2018 and full of excitement.

Once again shareholders suffer, I feel for every single person here ..... although not here now, we all suffer. Sincere thoughts to you all x

Hi Shpunken, do you have a link please? Love some good news. Thank you.

Hi dv, I did notice that as well, why is that? It seems that any piece of good news is met with a solid brick wall, and no movement.

GLA

DYM, thank you for your informative post and link. For some reason I did have in my head a date of April next year, not sure where i got that from though!

So again we wait. We can help our cause by getting some more orders this year, if we got another three, even four it might hold off on any further dilution until completion.

GLA

What's the best guess for the Gas Exchange to be done?

Doesn't matter what POG is, we are not involved and I still think this is months away, if ever for us to trade again

Thank you Mr.ST for a well informed and detailed piece of the POLX picture :) I believe the team had a meeting with the FDA for approval for 6 - 12 year olds, whilst I don't expect them to give POLX a firm date, can you remembered when they submitted their request. In my mind I was expecting approval (hopefully) in the next month.

Thanks and GL.

Good morning, I also hold some shares on Freetrade. Reading this board that seems 'bad' why would that be, don't they have to follow the market? Whilst it lovely to see a steady rise, what happens with consolidation? Are they allowed not to conform? Sorry for asking. Should I be looking to sell? (I'm in at around 7.4p)

Should I be worried? Thanks for any help.

Do we know if those two 38k trades are buys or sells? I don't have L2

Handyman, I must let you have a list of all my other shares that I'm invested in, your invaluable well thought threw views would be most welcome.

I notice your post was on April 1st ..... fool

How low is this going to go?!? Very frustrating, we desperately need some news.

Sorry ....... No clear clarification on OM.

Just an overview of how things are for RKH. I'm invested here, and too be honest I wish I had some more funds available!

Reasons to Invest (Potential Upside)

1. Strong Recent Momentum

• Rockhopper’s share price has been rising due to positive project developments. If Sea Lion reaches FID in mid-2025, the stock could rerate further as the project enters the construction phase.

• Shenandoah (Navitas’s Gulf of Mexico project) is nearing first oil in Q2 2025. If Shenandoah is successful, Navitas’s cash flow and credibility will improve, making Sea Lion’s development more certain.

2. Clear Catalysts in the Next 12 Months

• The two biggest catalysts are Shenandoah’s first oil (Q2 2025) and Sea Lion’s FID (expected mid-2025).

• A positive FID would confirm project funding and construction, likely driving the stock significantly higher (historically, junior oil stocks surge upon project sanction).

3. Rockhopper’s Unique Position in the Falklands

• Sea Lion is a massive, high-quality oil field (Phase 1 = 312 MMbbl, total resource = 917 MMbbl). If developed, Rockhopper’s 35% stake could make it a high-production, cash-flowing company by 2028.

• Unlike other junior oil companies, Rockhopper has a major partner (Navitas) funding most of the development costs, reducing financial strain.

4. Valuation Still Below Full Potential

• At ~£200–£250 million market cap, Rockhopper trades at a fraction of its potential NPV if Sea Lion reaches production. A successful FID could push the valuation significantly higher, making your £6,000 investment worth a lot more.

• If Sea Lion becomes operational in Q4 2027, Rockhopper’s earnings potential (based on oil prices ~$75–85/bbl) could justify a multi-billion-dollar valuation over time. FIG raising funds.

Reasons to Be Cautious (Potential Downside)

1. Sea Lion’s FID is Not Guaranteed

• If Shenandoah faces delays or cost overruns, Navitas may delay or reassess its investment in Sea Lion.

• If project financing for Sea Lion isn’t secured, FID could be postponed, negatively impacting the stock.

2. Share Price Could Drop on Delays or Negative News

• Rockhopper’s stock is volatile. If Shenandoah faces issues, Sea Lion’s FID is delayed, or Navitas pulls back, shares could drop sharply.

• Any geopolitical tensions with Argentina over the Falklands could spook investors, even if they don’t directly impact operations.

3. Long Wait for First Oil & No Cash Flow Until 2027

• Even if Sea Lion reaches FID in 2025, first oil won’t come until late 2027, meaning no immediate revenues.

• This means holding the stock for 2–3 years minimum is necessary to benefit from production upside.

4. Oil Price Risk & Market Sentiment

• If oil prices fall below $60, sentiment toward offshore projects like Sea Lion may weaken.

• Environmental and ESG concerns could limit funding options for oil development in frontier regions like the Falklands. No clear clari