2025. 15p
2026. 25p
2027. 75p
Panic about supply is yet to set in.
Patience
I am 50 years old. I expect to live to 80. My Rockhopper exposure is an eighth of my net worth. I will not sell this Holding at the OM award monetisation, FID, First Oil or Isobel. This line item is in my will, with restrictive covenants. To me, this is an asset of last resort, to be used frugally. Panic about supply will set in suddenly and steeply.
Patience
"serious money". Keyword - "serious" Do you sell at 2£ or hold until year 2050? How long do you think you live?
Patience
Nobody invested in Oil will make any serious money until the panic about supply sets in. Write a Will. Stop expecting riches. This asset class is to bequeath to the next generation.
Patience
13p 2024
15p 2025
Patience
FIG will not sign by June. That "deadline" will extend.
Patience
This time next decade.
Patience
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?
Patience
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.
Patience
Up 25% from 2023. 13p is the price for this year.
Patience
Alma, Write to Amit@
Security over the Award proceeds. Arguably the funder is junior to FIG in the pecking order. Sequential not pro-rata.
Patience
Yes to a US listing, only after SL first oil, after Shell leaves Ldn, and after Sam retires as CEO hopefully to Chair Rockhopper.
Patience
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?
Patience
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.
Patience
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?
Patience
The "church parish" approach towards their own readiness for the hydrocarbons must end. FIG must slash the royalty. The resource can curse.
Patience