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Analyses on Lapidoth Heletz (4)
- February 16, 2026February 16, 2026
- Follow-up
Lapidoth-Heletz: What The Reserve Table Is Really Worth, And Where 2P Stops And Option Value Begins
Heletz's reserve table is useful as a scenario map, not as a single valuation answer: the field-wide 2P case is much larger than the asset tested for impairment, while Kokhav Dolomite remains option value outside the reserve base.
- Follow-up
Lapidoth-Heletz: How Much Of The Cash Is Really Free, And How Much Is Already Tied To Waiting And Restart
The headline liquidity number is real, but it is not the same as free cash for unit holders: only part of it sits in cash and cash equivalents, another part is securities exposure, and above that sit obligations and restart needs tied to waiting and development.
- Follow-up
Lapidoth-Heletz: What Exactly Is Blocking The Permit, And What Already Sits As Environmental Risk
The Heletz bottleneck is no longer a generic timing issue with regulators but a concrete planning and environmental dispute centered on Heletz 3, layered on top of unresolved legacy contamination risk; the financial statements are already pricing that wait through another restar…
Lapidoth-Heletz 2025: Cash Is Ample, but Heletz Is Still Stuck in Permits
Lapidoth-Heletz in 2025 is mainly a cash balance sheet with a regulatory option on Heletz, not an active oil producer. What carries the report is the securities portfolio and interest income, while what carries the thesis is whether the permit process moves at all and on what ti…
