Member Info for JEBR

And I was wrong here with the numbers too ... Got a bit overexited. NIS 1,133,996,000 = $309m = £255m. Original plan was NIS 400,000,000 = $109m = £90m

Should have known that Mogger found it first. Still, thank you Ralph for posting the text

Great find Ralph. This means that they are preparing to issue $1.1 billion in bonds and roughly $300 milion is already committed. I'm very much mistaken if this isn't for the funding of Sealion!

And finally the first oil predictions (Q4 2027)

croftoriginal2 219

CJ1986 200

longtermthinker 157

JEBR 153.5

McCloughry 150

Tagg 112

The one week after FID predictions (mid 2025):

Neilius 100

longtermthinker 75

BlueDefender 65

JEBR 60,5

McCloughry 60

digitalboy1 58,5

Scottjr2 53

Bigred7 51

CJ1986 50

jackman444 49

Below is the updated list of predictions, including a half-penny bump here and there to avoid duplicates. On Wednesday, the 15th 23:59 GMT, we'll lock in all predictions. With some luck we might already have reached the lowest prediction of 40p by then.

burnwell 300

OscarIndiaLima 292

lovely80085 277

HotMustard 252

davef24 220

Spacesmate170kShares 155

Neilius 150

Stillneedoil 132

BB_hoppa 125

Henrygroucho 122

digitalboy1 117

blatav1 115

Bigred7 111

croftoriginal2 109.5

Chaiwallah 108

CanYouDiglt 107

oilfieldhand 106

Nastynick 99.5

Tincan1995 99

Muchaboutmoney 92

longtermthinker 91

Scottjr2 90

stoney63 89.5

BuildersBum3 89

Offshorepilot 88

Mygainmyloss 87

Gardie 85

Kerching 84

LEEDS5 81

Taurus8 80

Bootledodger 79

JEBR 78.5

buffit 78

jackman444 77.5

Longtermholder98 77

Orbit10 76

dictumdedicto 75.5

CJ1986 75

Tagg 74

hsbilkhu 73

Mrs SpaceHoppa 72.5

JPDM 72

tractorboy01 69

fecm 68.5

Thenorseman 68

Cingene 67.5

Fin147 67

HonestTom 66

unionjack1 65.5

Xmtman 65

BrightSpot 62.5

Bridget 62

Bpool53 61

ArielArrow 59

Market-Dealer 58

Neil423 54

SpaceHoppa 51

McCloughry 50

oiluser 48

BlueDefender 46

Morforus 43

r1234 40

RKH indeed holds 100% of the South & East Falkland Basin. Below is the text from the RKH website.

In the North Falkland Basin, Rockhopper holds 35% interest in licence PL032 and PL033. These blocks were previously licensed to Shell and are located in water depths of less than 550m. PL032 contains the Sea Lion field, which was discovered by Rockhopper in 2010 and extends into licence PL004.

Also Rockhopper holds a 35% interest in PL004A, which contains the Isobel-Elaine discovery, PL004B, which contains the Zebedee discovery, and PL004C.

Rockhopper became operator of licences PL011, PL012 and PL014 in the South & East Falkland Basin in 2017 and holds 100% working interest in each.

For anyone interested... The name for what Santos1 deacribes is the Lassonde Curve. The feasibility phase is the period between discovery and development where the share price drops. Once we enter the development phase, the share prices rises again. We are currently on the transition between feasibility and development phase. For a more detailed description about this curve, see: https://www.smallcapinvestor.ca/post/the-lassonde-curve-understanding-the-mining-life-cycle

During the last presentation of Navitas, they explained that the Sealion FID is planned for after first oil of Shenandoah. They way they said it, makes me think that they want to do the FID asap after that. It's probably a lot cheaper for them to borrow money with Shenandoah pumping money.

Sure! I'll post an update at the end of the week! Based on the developments of last week, it wouldn't be strange that more people might want to change their predictions ;)

I'm not very familiar with BOR and only know that they also have some licences in the area. Do they have actual discoveries? Are there some numbers about the estimated value of their acreage? RKH has an unrisked NAV of 212p, which is seven times more than the current share price and that doesn't include Isobel. What's BOR's unrisked NAV?

Bigred: levels of resistance are a bit arbitrary. There are of course the psychological levels of each 5p. Then there are previous levels of resistance. For quite some time (pre COVID), the share price was trading around 20-22p for a lower boundary and 40-42 as an upper boundary. Then there are also Fibonacci trading levels of 161,8%, 261,8% and 423,6%. Assuming the base of 13.5p (roughly where we were before the rise in November), the resistance levels would be respectively 21.8p, 35.3p and 57.2p.

If we look back, it seems like 21.8p or 20p was indeed a resistance level. This would make either 30p, 35p, 35.3p, 40p or 42p the next resistance level.

But like I said... All pretty arbitrary.

There are still a few duplicate predictions:

- CanYouDiglt & Chaiwallah: 107p

- Nastynick & Tincan1995: 99p

- LEEDS5 & Taurus8: 80p

- jackman444 & buffit: 78p

- CJ1986 & dictumdedicto: 75p

- Tagg & Orbit10: 74p

- unionjack1 & Xmtman: 65p

- digitalboy1 & Market-Dealer: 58p

Predictions for FID (mid 2025)

Neilius 100

longtermthinker 75

BlueDefender 65

JEBR 60,5

McCloughry 60

Scottjr2 53

Bigred7 51

jackman444 50

CJ1986 50

Predicitons for First Oil (Q4 2027)

croftoriginal2 219

CJ1986 200

longtermthinker 157

JEBR 150

McCloughry 150

Tagg 112

Here's the updated list. @BrightSpot: I put you down for 62.5p (halfway the 50-75p).

burnwell 300

OscarIndiaLima 292

lovely80085 277

HotMustard 252

davef24 220

Spacesmate170kShares 155

Neilius 150

Stillneedoil 132

BB_hoppa 125

blatav1 115

Bigred7 111

croftoriginal2 109.5

CanYouDiglt 107

Chaiwallah 107

oilfieldhand 106

Nastynick 99

Tincan1995 99

Muchaboutmoney 92

longtermthinker 91

Scottjr2 90

BuildersBum3 89

Gardie 85

Kerching 84

LEEDS5 80

Taurus8 80

Bootledodger 79

JEBR 78,5

buffit 78

jackman444 78

Longtermholder98 77

CJ1986 75

dictumdedicto 75

Orbit10 74

Tagg 74

hsbilkhu 73

Mrs SpaceHoppa 72.5

JPDM 72

tractorboy01 69

Thenorseman 68

Cingene 67.5

Fin147 67

HonestTom 66

unionjack1 65

Xmtman 65

BrightSpot 62.5

Bridget 62

Bpool53 61

ArielArrow 59

digitalboy1 58

Market-Dealer 58

Neil423 54

McCloughry 50

oiluser 48

BlueDefender 46

Morforus 43

SpaceHoppa 42

r1234 40

Navitas again reached an all time high yesterday of exactly 8000, which is about 5 times more than in March 2023 when they were trading in the 1500-1600 range.

Hi longtermthinker, It's hard to see due to the lack of formatting, but the 75p was your FID estimate. And I agree ... £3+ and then some sounds wonderful

Below is the current list for the EoY guesses (31-12-2025). We will update them until the 15th of January and then they are locked in!

There are a few with overlapping estimates, so if they want to increase/decrease their estimate by a fraction, then we have unique values.

Furthermore, @croftoriginal2: was your estimate of 219p for EoY or first oil?

davef24 220

Spacesmate170kShares 155

Neilius 150

Stillneedoil 132

blatav1 115

Bigred7 111

CanYouDiglt 107

oilfieldhand 106

Nastynick 99

Tincan1995 99

Muchaboutmoney 92

longtermthinker 91

BuildersBum3 89

Gardie 85

Kerching 84

Taurus8 80

LEEDS5 80

Bootledodger 79

JEBR 78,5

buffit 78

jackman444 78

Longtermholder98 77

CJ1986 75

Orbit10 74

hsbilkhu 73

Mrs SpaceHoppa 72,5

JPDM 72

tractorboy01 69

Fin147 66

HonestTom 66

unionjack1 65

Xmtman 65

ArielArrow 59

Market-Dealer 58

digitalboy1 58

Neil423 54

McCloughry 50

oiluser 48

BlueDefender 46

Morforus 43

SpaceHoppa 42

r1234 40

FID (mid 2025)

Neilius 100

longtermthinker 75

JEBR 60,5

McCloughry 60

Bigred7 51

jackman444 50

CJ1986 50

First Oil (Q4 2027)

croftoriginal2 219

CJ1986 200

JEBR 150

McCloughry 150

longtermthinker 110

Going well! Current list of the EoY prediction is:

Neilius 150

Stillneedoil 132

CanYouDiglt 107

Nastynick 99

BuildersBum3 89

Gardie 85

Kerching 84

Bootledodger 79

JEBR 78,5

buffit 78

CJ1986 75

Longtermholder98 75

hsbilkhu 73

JPDM 72

tractorboy01 69

unionjack1 65

Market-Dealer 58

digitalboy1 58

McCloughry 50

BlueDefender 46

Morforus 43

SpaceHoppa 42

r1234 40

croftoriginal2

FID (one week after) prediction:

Neilius 100

JEBR 60,5

McCloughry 60

CJ1986 50

First oil (Q4 2027)

croftoriginal2 219

CJ1986 200

JEBR 150

McCloughry 150

To prevent many updates, I'll post a new one at the end of the day

I'll keep track of everything! To prevent things from getty messy, the main focus will be the EoY 2025. But I'll also keep track of everyones predictions for the share price during FID (let's say one week after FID) and first oil.