Member Info for OscarIndiaLima

RKH is for your next generation. A line item for the Will.

Premier Oil brought in Navitas, but Sam struck the 35/65 deal in dire circumstances. Excellent CEO.

Auson: Refer - Companies House. AEDOS Advisers (London) LLP. Unregulated entity. 2 Members only. Their own money. Relax.

Patience.

RKH is a gap-up-only share. Too late to buy into size. Not possible to sell size. Blocks will only trade by appointment. Jon Wood is smarter than most over here. He owns. He has superior information. Just do as Jon does. Own RKH & relax.

Patience.

Ian and Gideon have better access to real FPSO intelligence.

Patience.

Award. Keep or Dump?

Jon Wood tells Sam what to do.

Patience.

Exit at takeout

Most efficient for Directors to acquire interest only either at capital raise or via the 1p options.

Patience.

Your planned holding period for RKH must be at least 25 years from the year of IPO. Birth to Maturity.

Expect Israeli Pension Funds to co-invest with Navitas.

For example,

https://en.globes.co.il/en/article-menorah-mivtachim-to-co-invest-with-navitas-in-energy-exploration-1001204955

Be patient.

Https://www.timesofisrael.com/study-investment-house-with-green-image-pouring-public-funds-into-fossil-fuels/

Be patient. Navitas will deliver.

Sell the Award at a deep discount or settle for lower with Italy?

Will the Board put a Special Resolution to Vote if they intend to sell the Award to a third party?

"We're missing investments across the entire commodity complex...", Jeff Currie, 11 July '23

XOM CVX are unloved. RKH is on no radar. So, wait a few years for share price.

FID hinges on Shenandoah in production. Q4 '24 earliest.

Safe to hold this share only as long as Sam is at the helm. Share price to be nearer 9p by December 2023. Allow a 6 to 12 month delay to the estimated timelines of Annulment and Final Investment Decision.

No 2023 Oil & Gas capital markets activity at Tel Aviv. Globes.co.il

Be patient.

Succession Risk

Sam is 53. Sam has served Rockhopper for 18 years. Sam knows history.

Sam has been a good steward.

Sam agreed Navitas in dire times.

Pay Sam very very very well please.

Award Sam a revised Base of £500k and 10 million 1p Options.

Rational to Sell the Award when cash is required.

Add 6 to 12 months for the expected Stay on Enforcement in US Courts to be thrown out.

Italy has refused to comply with the Panels instructions.

Expect Italy to apply for a Stay on Enforcement in US Courts.