Member Info for OscarIndiaLima

"offloading a good chunk" - how do you assert this?

AEDOS are known to be very long term greedy.

Patience

Fundamental value is all well. The Rockhopper share price response to FID will disappoint.

25% YoY paper return

Patience

Trust Israel to manage UK Labour.

Israel manages POTUS

Patience

About 25% is a good paper return from 2023, and going into 2025. As long as Sam and Gideon are at the helm.

Regardless any news flow.

Patience

13p all year, accumulate to bequeath.

Patience

Standard Chartered Bank?

Patience

Institutions are "blind to" : unable to or unwilling to.

Institutions are constrained by their investment management agreements / investment mandates. These institutions will all, sadly, miss the upside from the end of real supply.

Wait for the panic about oil supply.

Patience

Rockhopper is de-risked. Institutions are blind to Rockhopper. Strong buy. Bequeath.

Patience

Navitas will takeout Rockhopper at the right time.

Patience

A "market" for any share implies liquidity. Rockhopper is illiquid. There is no real "market" yet for Rockhopper shares.

Yes the company is de-risked. Well done, Directors.

Price depends on institutional allocation. New allocations by institutions will eventually come at a point in time that you cannot predict. So, wait.

Patience

Excellent news. De-risks OM.

There is no new buyer of size despite so many events that have de-risked Rockhopper over the past 2+ years.

Well done Board and CEO.

Undervalued

Patience

Full payout is not in the lifetime of Jon Wood or Sam Moody. What share price does Wood sell at?

Undervalued

Patience

Your choice to sell at your target price.

Tougher to hold your shares at prices £1+

Are you a flipper or a pro?

Patience

Rockhopper is an asset that requires a time horizon that endowments and foundations normally have. It is unsuitable for flippers. No liquidity. Wrong market price.

Those of you alive, will look back from £25+ market price, and remember those who sold at 25p.

Fundamental value.

Current Market Price.

Different words.

Patience

13p 2024

15p 2025

25p 2026

FID de-risks Sea Lion. Does not attract new investor. Will not move share price. Maybe a spike at the FID announcement at best. Brent prices are manipulated to stay low. There is no panic (yet)

Oil & Gas is only for your children. Give away your wealth wisely.

Patience

The value of OM only increases with the passing time. The Asset Monetisation can be deferred or reinstated with a similar counterparty on a later date at better commercial terms to RKH.

13p Dec-2024

Patience

The AGM never in May any longer but slipping slowly towards July, not that it really matters :) 25 June. After the expected RNS about the annulment situation?

Patience

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