Member Info for LassondeCurve

I really wonder what was going on this morning….

Pretty stressful for LTH ?

To come out yet ? Big seller gone ?

Zyx

How soon after FID is normal to announce a rig ? Or is it simultaneously done ?

Ps love a bit of Bra talk lol

L

Thanks Stevo

I think mirasol misunderstood my question but then maybe I wasn’t clear.

So Navitas would probably announce bank funding that would be immense 🙏

Stevo

Do you think they’ll announce bank funding before FID ? Is that the normal course of business?

Or is it just FID …

Buzz doesn’t own any shares. Check his posting history … he says so himself

I hope nobody minds but I wanted to bring this thread back to the top of the chat.

There seem to be a few new posters around who may not be aware of the full picture.

If you are a new poster I invite you to click on this thread and read all the posts in it .

Very exciting times ahead

Best of luck

L

NM

Very high volume for a Monday morning

What do people think are our near term catalysts now insurance monies are paid ?

Maybe paying for main market listing would be a good use of the extra cash the company will have after all the fundraising ?

Thank you to all contributors today.

From a layman point of view this is all great, informative stuff.

And given freely !

Many thanks

L

The key is that post-FID, as risk perception drops, the market could start valuing Rockhopper closer to 100% of NAV or more. Small-cap E&Ps often trade at a premium to core NAV once a project is sanctioned and especially when production is in sight. For instance, 1.2x NAV is a not-uncommon valuation for a de-risked project - which in Rockhopper's case would imply ~£3.36/share. More bullishly, 1.5x NAV would be ~£4.20.

These figures align with the idea that Rockhopper's stock could multiply several-fold if Sea Lion reaches critical

milestones. Even longer term, once oil is flowing, cash flows could support valuations in the £3.5-£5+ per share range according to some analyses, especially if additional reserves (like the Isobel field) are proven up )

Dai

I’ll be your first member…

A question that is puzzling me.

Why do we think RKH were in such a hurry to get their portion of development costs in place so quickly ?

I remember from the AGM people were under the impression that RKH would wait to fundraise until closer to FID and therefore be raising money when FID was imminent.

Hahaha…

United24 (Ukrainian: Єдині24, romanized: Yedyni24) is a Ukrainian government-run platform launched on 5 May 2022 to raise money for Ukraine in the Russo-Ukrainian War.

You just can’t trust anyone these days

Space

This looks like a back scratching exercise for the benefit of Navitas bankers and funders. It’s what makes the world go round… as they say in Hebrew

They’re in more of a hurry than any of us thought

Excellent news today. FID nailed on

L

Https://www.subsea7.com/en/media/company-news/2025/Subsea7-awarded-substantial-contract-23-July-25.html

Brilliant

Hahaha

Spell check …. Bid Spread