Member Info for OscarIndiaLima

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.

Patience

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.

Patience

Company and Board are able to email letters via lawyers to members of public forums.

Patience

Fyi DELEK Group has announced a bond issue in Israel

Patience

Sam has done well to keep Rockhopper alive. What are your thoughts on the leadership profile that is required for the next phase of this company?

Patience

To "sit tight" is a great trait. Some of you may want to lose your holding when you see your cost price in the next few years. Sit tight. Don't sell.

Patience

Extrapolating the key events that happened with ref Shenandoah & Monument, I would expect a corporate bond "NVPT.F" to issue shortly after the Sea Lion FID is announced.

Patience

NVPT.B6 910 million NIS was ** NOT FOR SEA LION ** Proceeds are for 1) an early repayment of NVPT.B2 of NIS 726.5 million, 2) for Monument FID, and 3) for other general corporate purposes. Demand for NVPT.B6 was almost NIS 2 billion.

Only shows that Navitas can raise capital in Israel.

Patience

Trust Gideon & Ian. They execute. Trust earth to run out of the molecules. Trust humanity to demand energy. Make a Will. Stay healthy. Accept reality.

Patience

LaticsRule, Just saying that Rockhopper still has value as a very long duration line item. Sam blundered and his JV with Premier was wrong. Then, Premier erred with their execution plan. Expect no dividend if you are age 40+ years. See the share for what it is today. Can't do anything about what transpired.

Patience

Grow up. This is a public markets security. As a retail PI nominee shareholder, you cannot practically replace a CEO that has the support of 95% at the last election of directors. Only amateurs with a huge ego moan about the share price to get comfort. Still a line item for your Will and your grandchildren will thank you. Not one to spend for your generation if you are aged above 40+. Even Warren Buffet was frugal, you are merely an AIM shareholder of a company with a fair CEO and fair Chairperson. Enjoy the advent of spring.

Patience

The price impact of OM or FID will only underwhelm.

Until the energy "crisis" manifests.

Patience

NVPT.B6 is a Corporate Bond with market cap circa ILS.929mm or equivalent circa USD.250mm. See TASE

Can't find the prospectus so wouldn't know the use of proceeds yet, thenorseman

Proves Navitas can raise capital in Israel.

Patience

Get a proper grip over the planned holding period of this share. If you are aged 40 or over, then this share is not for your generation. It is a line item in your Will.

Patience

NVPT.B6 - the bond issue opens for trading tomorrow. Pat on their backs for execution track record. They can raise capital in Israel.

Patience

So the price here gaps up nearly 20% for someone to buy about 1% of the total voting rights.

The news flow ahead is only positive.

Patience

Possible that the upcoming bond issue is for the Monument FID and not for the expected Sea Lion FID.

I stand corrected.

Patience.

"delayed from initial timeline" may imply that FID is not 2024 and first oil is not 2026. Disappointed.

Patience.

13p by Dec 2024 but to £5 by Dec 2030. Need the broader O&G narrative to turn positive.

Patience