focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
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.
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.