focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Usually the AGM follows a positive RNS
Patience
Yes, a no-brainer for RoI to settle. The OM situation is at checkmate. A related question DEM --> Is CEO succession risk material to Rockhopper? How long will Sam lead, and what if he is unable to?
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Ball drop. Sloppy of Navitas to have had that Companies House notice in public domain. Pull up your socks Amit.
Patience.
FIG runs like a church parish. Time to grow up.
Give us a royalty holiday. Waive that tax. Sign off the OM award monetisation.
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Up 25% from 2023. 13p is the price for this year.
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Alma, Write to Amit@
Security over the Award proceeds. Arguably the funder is junior to FIG in the pecking order. Sequential not pro-rata.
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Yes to a US listing, only after SL first oil, after Shell leaves Ldn, and after Sam retires as CEO hopefully to Chair Rockhopper.
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Straw Poll : What does Shell, Glencore, BP leaving Ldn for NY do to the remaining £ LSE UK E&P share prices and why?
Nothing / £ UK E&P gains / £ UK E&P loses?
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Yes, had seen that link a few weeks earlier thanks to another forum.
pre FID, Navitas has detailed the work much better than Premier had.
FID in 2025 (at worst) is believable.
The market is still blind to all the positive news flow of the past 18-24 months.
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UK / Europe is no location to list an E&P company but now is not the time to quit Ldn for a US listing. Maybe try that after first oil?
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The "church parish" approach towards their own readiness for the hydrocarbons must end. FIG must slash the royalty. The resource can curse.
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Rockhopper is more about the resource and less about the CEO / CFO / Chair / Board.
Brent is on a secular move north. New money will invest in big oil first, and next into mid cap producers. We are out of molecules. When the panic strikes, and the mad grab for resources starts, then it will be Rockhopper's time. Maybe the last, but not the least.
Wait a decade, or two.
Patience
12p is a great "price" for the BED to ISA trade.
This share has "no" price until first oil. Market has disregarded the positive news flow of the past 2+ years.
Nice to see the Navitas staff? helping themselves to restricted stock units on 31/3
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An RNS from Navitas to reiterate 2024 FID will reassure many.
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Thanks Mogger for clarifying the date of FIG meeting was before the date of accident. I stand corrected.
2024 FID for 2026 first oil still looks good.
Financing can come from a new partner, a bond issue or any other. They had financed Shenandoah after all.
Patience
If Shenandoah first oil is now revised to Q2 2025 then I will expect a significant delay ( H2 2025 ) to Sea Lion FID and first oil ( 2027-28 )
Also explains "delayed from initial timeline" in the FIG meeting minutes recently.
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The Board and Company are duty-bound to defend against unlawful conduct that damages the reputation of this company. Significant shareholders will support the Board in this.
It is wrong to damage the reputation of this company and the board on public forums. You have the option of voting in the elections at AGM every year. You have the option to call a Meeting. You can write to the CEO or Board and they respond.
Respect the fine line.
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Company and Board are able to email letters via lawyers to members of public forums.
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Fyi DELEK Group has announced a bond issue in Israel
Patience