Ben Weinberger

[Ben Weinberger @ben_weinberger]

אל על - כתבת עדכון וניתוח עומק:
https://t.co/4iHvmMEqHL

[Ben Weinberger @ben_weinberger]

The selloff in global markets is largely hitting tech, AI and semiconductor stocks, many of which I believe were overvalued.
In uncertain times, investors seek defensive sectors. Oil & gas looks attractive to me - resilient demand, strong cash flows and solid profitability 💪💪

[Ben Weinberger @ben_weinberger]

Link to article:
https://t.co/1s4anUdwJg

[Ben Weinberger @ben_weinberger]

New Lowy Institute analysis: Argentina’s Sea Lion case may fail on jurisdiction. UNCLOS tribunals generally cannot decide Falklands sovereignty disputes. A significant hurdle for Argentina ahead of Nov 10–11 ITLOS hearings. Positive for $RKH & $NTPT

[Ben Weinberger @ben_weinberger]

@KfirSapir הדיון נקבע ל10-11 לנובמבר והחלטה תוך 2-3 שבועות אחרי קרי בסביבת סוף נובמבר במקביל לדוחות Q3...

לדעתי ההסתברות שזה יגמר בלא כלום, גבוהה ��אד כפי שפרטתי בפוסט אחר לפני כמה ימים

[Ben Weinberger @ben_weinberger]

Argentina is softening its proposed Falklands sanctions law following US pressure. Revised drafts narrow penalties to direct operators, suppliers and shareholders, exempt investors and offer ways to settle existing Sea Lion cases. A positive development for $RKH & $NVPT.

Source:

[Ben Weinberger @ben_weinberger]

Source:
https://t.co/P0hOTp3nhk

[Ben Weinberger @ben_weinberger]

#SeaLion roadmap for those who wonder how the project will look.
AI illustration of key activities and dependencies - 3 parallel streams: FPSO conversion, drilling, and subsea infrastructure - converge toward integration and first oil in Q1/2028 & ramp-up in Q2
$NVPT $RKH

[Ben Weinberger @ben_weinberger]

@FirstSquawk Fake news... Israel's foreign ministry denies...
https://t.co/EaETIUpyZ5

[Ben Weinberger @ben_weinberger]

Halliburton's Q3 report and earnings call made no mention of #SeaLion, the Falklands or its withdrawal...
New contracts and growing business in Argentina, reinforce its rationale for withdrawal...
Reminder - Navitas said Halliburton role was non material and would be replaced.

[Ben Weinberger @ben_weinberger]

@hann58445 @Robin25461631 Netanyahu's position on this matter is entirely irrelevant. Neither he nor Israel has any role in this case.

[Ben Weinberger @ben_weinberger]

@Robin25461631 Also in formal update from UK gov last night:

https://t.co/QDxwOeBfAe

[Ben Weinberger @ben_weinberger]

@Robin25461631 https://t.co/WJZ0kfdygv

https://t.co/x4Jsav17At

[Ben Weinberger @ben_weinberger]

#SeaLion: The UK PM raised the project directly with Trump noting impact US interests + US Deputy Secretary Landau addressed sanctions affecting US companies, during his Argentina visit.
Reported moves to soften Argentina's sanctions bill and delay parliamentary vote $NVTS, $RKH

[Ben Weinberger @ben_weinberger]

My take: As the ITLOS process became clearer & US pressure on Argentina's sanctions grew, Israeli pension funds resumed heavy buying Monday (+3.7%). Corporations then stepped up selling Tuesday (-3.5%). Both sides traded heavily Wednesday. The next few days should be interesting.

[Ben Weinberger @ben_weinberger]

#Navitas – TASE trading trend by investor type since Sep/4 (Argentina noise began).
Sharp reversal since October 16 - Israeli corporations switched from net buy to net sell, while pensions the opposite. Clear shift in investor positioning and growing volumes

$NVPT $RKH $ECO

[Ben Weinberger @ben_weinberger]

#Navitas #SeaLion - #ITLOS Proceedings and Growing US Pressure on Argentina.
Summary of my view and prediction attached

[Ben Weinberger @ben_weinberger]

@Robin25461631 @EcoAtlantic_OG @gil_holzman Another recent article on Navitas & Eco in Falklands from last week:
https://t.co/ObBvVmD236

[Ben Weinberger @ben_weinberger]

@dan_zafrir סבלנות... העדר נבהל ויחזור אחרי הרעש... אין כמו ניתוח כלכלי יסודי להפיג את הרעש ולהבטיח מנוחה טובה

[Ben Weinberger @ben_weinberger]

@davidberkowit