Member Info for hereandnow

What an incredible investment this one has been. Stock at 5c, warrants at 10c. Taken about £700k of profits. Still own 1 833 333 shares. Stock now trading at 82c.

That's about £800k of stock. They have about £750k in the bank.

A highly prospective land bank go gold prospects right next door to 1911gold.

Loads of uranium assets and a plethora of other investments.

MC is tiny relative to assets

Happy with that RNS. All coming together bit by bit.

Is just round the corner. Navitas and Sea Lion FID is so close.

What a fabulous return on capital. 300% on the stock and 250% on the warrants. Cash rich, great gold assets to work up, and still holding multiple investments. A lot to like here in this micro cap

I am still very long on ECO. Been long and wrong for years. I keep adding.

We are the only independent still standing in Guyana, I cannot believe something doesn't get sorted there, even if it's a license extension at worst. No way we can develop/drill this alone, no way we can give it up, worth way too much.

We are totally under pinned by 3b/4b valuation that the Africa oil 1%equity/share swap deal gave us. The stock will run hard just on this drill in 2026.

We have cash and will get more cash from Total.

Block 1 is hot to trot but will take 6 to 12 months to farm out. It's a real beauty imho.

Namibian blocks I'm sure will get a partner at some stage.

Everything takes ages and we just get older.

Tedious

patience, as ever!

The interim results will be dreadful, they have always lost money and I bet they try and raise cash on this spike.

Where all the miserable trolls this morning? It's not a bank holiday fellas, come on , get to work.

Https://x.com/Robin25461631/status/1953358630897569960

Absolutely massive news for the Falkland Islands today. RKH rising $140m is incredible. It means FID is happening. Attention will be driven to the FI from both investors and major oil companies. There is only one other player in the game, that is Borders and Southern. We are financed until the end of 2026. Our specialist bank only earns its corn if they strike a deal. That data room is going to be red hot over the next 6 months. I expect to see a farm out deal in Q4 2025-H1 2026.

Once that is cleared, it's going to go

One contract after another, everything going in the right direction. Gabon starting on time. Strategic investor has backed them well over the past year. Blue chip clients, recurring revenue, tech contracts.

Looks like they have finally got this business to function...profitible even, let's see.

I would really spend the time listening to it. The first bit is all generic stuff but they cut to the chase about half way through, some excellent tit bits re. production growth, AISC coming down, their new strategic partner and what that implies going forward and a lot of chat about the value of the SQM deal, how it compares to Azure down under, and that B West partner talks are on going. Plenty to unpick if you are the effort to listen.

"Concurrent to the work on the pre-concentration project, we have extended our tin expansion strategy to include toll treatment production of higher-grade tin ore from emerging regional producers."

From the 28th November RNS..............about 3 days after that article so clearly referencing the possibility. If it's not signed and sealed then you don't RNS it.

Looking forward to them all claiming they bought in at the lows.

What a great day...at v long last!

I bought back in recently. Without the pipeline there was no point. Some real signs it is going to get built soon...which means ...finally...game on and a re-rate.

All ticking along nicely since that address by Navitas to the Tel Aviv stock market.

The synergies will be in sharing a rig. V expensive business. Mob and de-mob. The oilers shared rigs back in the day if you can remember that far back.

RKH has had a great run since Navitas presented in December in Tel Aviv when they raised some bond finance. They were v positive about Sea Lion. Now there big project, Shanendoah (sp!) is just about to spit out vast amounts of free cash flow hey can commit to the next project...which is Sea Lion.

I heard from v good sources that RKH has been bought up since then by a lot of Israeli buyers. It's had a fabulous move and will trend higher for sure. It has a MC over £300m now.

Borders has an MC of only £40 odd million, has 464 m BOE of recoverable LIQUIDS (light oil) and a plethora of other prospects . It is the only other player in the Falkland Islands. It will get plenty of on market interest after what Navitas stated last week. FID will be huge for both companies. Not only investor interest but industry interest. Borders data room is open right now and is getting renewed interest . This will just grow as FOMO kicks in.

I'm invested in Borders, wish I had bought RKH at Xmas!

I think both do well. I bet the companies end up working hand in hand sharing rig costs.

Https://www.youtube.com/live/wZH5VfQkCWU

Navitas presenting to the Tel Aviv stock exchange last week. Transcript below

Navitas Petroleum – CEO Speech (Translated to English)

10:46

By 2026, this is expected to yield production of 65,000 barrels per day – more than 15 times the amount in 2024.

10:54

This will generate net revenues of approximately $1.6 billion, 20 times more than 2024.

11:00

And an EBITDA of approximately $1.1 billion – also 20 times that of 2024.

11:06

In mid-2025, we also expect to reach the Final Investment Decision (FID) for our next major development – the C-Ling Project in the Falkland Islands.

11:19

Navitas serves as the operator and holds 65% ownership. This project will offer us a tremendous running room with over 1 billion barrels of proven oil equivalent, plus further exploration potential.

11:32

This project is expected to positively and permanently change the lives of Falkland Island residents – much like what I was privileged to do in the Eastern Mediterranean, Israel, and Cyprus.

Excellent news today. We own 45% of this prime gas asset now. It will yield €5.5m of FCF to Reabold per year over many years. Market cap is less than cash in the bank right now. V v cheap play.

Love the knockers on this bulletin board. So bitter and twisted because they lost money in the past.

They could look forward and make money instead.......!LOL