Alpha Ark by Sophon

$RKH.L | Rockhopper benefits from $NVPT.TA capital raise (see attached post), as it reduces the project's financial risk, and shows another step towards FID in Sea-Lion. Holding $RKH. Not advice or recommendation. For information Purposes only.

$RKH.L | $RKH | Rockhopper announces it has successfully received €31 million in insurance proceeds. Rockhopper is preparing to file a new ICSID arbitration against Italy. The costs for this process are covered by a dedicated monetisation funder, ensuring no additional cash burn. The recovery will first repay insurers, with any remaining funds going to RKH and its funder (without impacting the company's cash position). ANOTHER STEP TOWARDS FID IN SEA-LION Holding. For information purposes only. Not a recommendation, advice, or call for action.

$ELAL flew 725,305 passengers during July 2025 (+10% compared to July 2024). A massive increase in monthly passengers, which can indicate a high load factor during July 2025, might make up for the decrease in June 2025 caused by the war. Holding $ELAL.TA. For information only.

נאוויטס לקראת אסיפה בה תעלה החלטה להנפקת מניות (עד 9 מיליון ערך נקוב). מדיניות התמחור שנבחרה ברוקהופר קבעה מחיר הנפקה לפי ממוצע 30 ימי מסחר קודמים. האם נוח שמחיר המניה יורד? יתכן שהמשא ומתן עם המוסדיים כבר התחיל. יש עניין. לא המלצה. דעה בלבד. $NVPT.TA. $RKH.L.

$RKH / $RKH.L | Noked Capital is expected to acquire 30% of the private offering to be carried out by Rockhopper (reported by Yoram Gabison, The Marker). Holding. Not a recommendation or financial advice. For information purposes only.

$ELAL / $ELAL.TA now allows frequent flyer members to earn points and diamonds when flying with Aeromexico, facilitating connecting flights from Israel to South America. Meanwhile, ELAL can earn commissions from ticket and connecting flight sales. Great move. Strengthening the frequent flyer program and benefits with members. Holding, not an advice or recommendation. For information only.

English: A great take on $ELAL.TA's by @dan_zafrir on current pricing with a forward-looking perspective. Essential to pay attention (read to the end): 1) Load factors have been very high since the start of 2025 and into Q3. 2) Large backlog of forward ticket sales, including advance payments that earn high interest. 3) EL-AL has built a solid frequent-flyer program in recent years. 4) Many co-branded credit-card holders, with the agreement with CAL expiring in 2026. 5) [Critical] EL-AL hedged Jet-fuel prices after seizing attractive prices in April. 6) [Critical] Two additional aircraft have been added to the fleet and production capacity. Remember: EL-AL doesn't need foreign carriers to disappear to make good money. Ultimately, the company's capacity is limited by total flight hours, the number of aircraft, and manpower. It's enough for foreign airlines to return and lighten the load on EL-AL's headquarters so the company can return to normal operations and preserve its energy. Employees are going above and beyond and are wearing down over time—I say this from personal knowledge and conversations with staff (both senior and junior). Demand from Israeli travelers is high enough to keep load factors elevated even after foreign carriers return to Ben-Gurion. Let me emphasize again: EL-AL holds more cash than debt. That means it can compete with foreign airlines—especially on trans-Atlantic routes—even if it has to cut ticket prices to boost load factors. Customers who have flown EL-AL in the past two years may choose to keep flying with the airline to maintain their frequent-flyer status. From my own experience in recent months: 1) Planes are full, air- and ground-crews are hardworking and determined, morale is high—this seems to be the spirit across the organization. The efforts the company makes for its customers are tremendous, and I'm personally very grateful. 2) The King Solomon Lounge is so crowded that EL-AL opened a second lounge—and it's full too. This shows many members have attained Gold status and above, and will find it hard to give that up for the "standing-room" experience of low-cost carriers. It's tough to go back once you've tasted the luxury that comes with upgraded airline status. That's all. Note: I have a personal interest—I hold EL-AL shares. I'm not an adviser, and nothing here should be considered investment advice.