Member Info for OscarIndiaLima

We will all be paid for our Chutzpah. The audacity to open a new oil & gas province. How dare we? Neither luck, nor management.

Patience.

Reading too much between the lines. Sam need not exercise any warrants simply because he may need his personal savings for his family.

Patience.

Any investor who wanted exposure to Sea Lion today, would rather express their view via TLV.NVPT for lower risk. RKH is next in line.

Patience.

NVPT is up +100% 2x during the time from their Annual '22 (March '23) to Q3 '23 (Nov '23). Question Why? Answer - Shenandoah and Sea Lion progress. Mr Market believes Navitas. Compare NVPT as the operator versus PMO / HBR, share price movements between results. Navitas delivers on guidance. For example, Buckskin, Shenandoah.

Remember, the Shenandoah FID was delayed from 2020 to 2021, but got done in a much tougher macro environment. Just saying keep watch for the other milestones before the Sea Lion FID. Pinch of salt.

Patience.

At ir.navitaspet.com read the Shenandoah Financial close Presentation – August 2021 very carefully. Slide 6/12.

Sea Lion will have some similar milestones.

Patience.

"financing through the issuance of bonds"

Presumably domestic bonds. I would watch TASE regularly

https://maya.tase.co.il/en/issuance?view=upcoming

Patience.

Sam saved RKH. You may not recover principal but you have a line item that you can bequeath.

Patience.

Technical. 9p or lower. December 2023.

Sellers & Warrants.

Patience.

Milei - not material. At best, weak positive.

Ref your YT. Strongly disagree. Shame you are out of RKH.

1. FID

Navitas delivers. See track record. See Ian's & Gideon's bio.

Shenandoah FID was done in a tougher macro environment.

2. Energy security

UK & Israel both need the oil & gas.

3. OM Award

Has a market value even before annulment decision. Interest accrues.

Patience.

Yes, Sam milks the Company. Yes, he deserves the wage. He executed 35%. He will not enjoy the full fruits of his life's work. His children will.

Patience, until 12/2024, or better, until 12/2028

Sea Lion is Sam's life's work. Before he hangs up his boots, he will want to tell his family that he has delivered oil for the UK from the Falklands.

Chevron shuts in Tamar. (News)

If this Gaza conflict is prolonged, Israel will pull out all the stops for energy.

What does Gaza now do to Israeli thought about its own energy security?

Buy more at the next capital raise

"Company confirms that, as at 31 August 2023, the issued ordinary share capital of the Company consisted of 590,449,241 Ordinary Shares..."

80 million Voting Rights will prefer not to Exercise Warrants. Argue 30% cash upside versus Control via Vote in the future. I would expect Big holders will not Exercise Warrants.

Be wary of correlation.

The low hanging fruits get picked first.

The Shenandoah FID of 2021 was done versus very few others.

In good hands, with Gideon & Ian.

Relax. Patience.

The subject has a Correlation-Causation Fallacy.

Gideon & Ian know best about the SL FPSO.

Relax.