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Rockhopper Exploration PLC (GB:RKH)
LSE:RKH
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Rockhopper Exploration (RKH) AI Stock Analysis

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GB:RKH

Rockhopper Exploration

(LSE:RKH)

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Neutral 56 (OpenAI - Gpt-5.6Sol)
Rating:56Neutral
Price Target:
70.00 p
▼(-4.37% Downside)
Action:Reiterated
Date:08/29/26
The score is held back primarily by very weak and inconsistent operating performance with negligible revenue and recurring operating losses. Supporting factors are improved operating/free cash flow in 2024–2025 and a reasonably resilient, equity-backed balance sheet, though rising leverage adds risk. Technicals are moderately positive with price above key moving averages, but valuation is difficult to support given the negative P/E and lack of dividend data.
Positive Factors
Equity-backed balance sheet
A sizable equity base and expansion in equity and total assets provide Rockhopper with a stronger financial cushion for advancing its project interests. This support can improve resilience and funding flexibility over the next several quarters, although the benefit is tempered by rising debt.
Negative Factors
Negligible revenue and recurring losses
Negligible revenue and recurring operating losses indicate that Rockhopper has not yet established stable operating earnings from its upstream interests. This weak earnings base limits self-funded growth capacity and leaves financial performance dependent on project progress, transactions, or other non-operating sources.
Read all positive and negative factors
Positive Factors
Negative Factors
Equity-backed balance sheet
A sizable equity base and expansion in equity and total assets provide Rockhopper with a stronger financial cushion for advancing its project interests. This support can improve resilience and funding flexibility over the next several quarters, although the benefit is tempered by rising debt.
Read all positive factors

Rockhopper Exploration (RKH) vs. iShares MSCI United Kingdom ETF (EWC)

Rockhopper Exploration Business Overview & Revenue Model

Company Description
Rockhopper Exploration plc is an oil and gas firm primarily focused on discovering and extracting hydrocarbons, with its main operations based in the United Kingdom. The company conducts exploration, evaluation, and development of its oil and gas ...
How the Company Makes Money
Rockhopper’s potential earnings are tied to upstream oil and gas project value creation rather than a diversified set of operating business lines. The company is expected to make money primarily through (1) monetization of its interest in the Sea ...

Rockhopper Exploration Financial Statement Overview

Summary
Mixed fundamentals. Income statement is very weak and volatile with negligible revenue in most years and recurring operating losses, suggesting low earnings quality. Offsetting this, the balance sheet is supported by a sizable equity base, and operating/free cash flow turned positive in 2024–2025; however, leverage has risen materially into 2025 and cash-flow reliability remains a question given the disconnect from earnings.
Income Statement
22
Negative
Balance Sheet
66
Positive
Cash Flow
58
Neutral
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.00652.00K839.00K
Gross Profit-92.91K-107.70K-870.00K-1.31M-302.00K
EBITDA-10.12M-3.48M-5.84M562.00K-5.00M
Net Income-40.51M47.61M-4.55M35.55M-7.76M
Balance Sheet
Total Assets550.95M355.54M267.25M264.46M258.28M
Cash, Cash Equivalents and Short-Term Investments171.11M20.88M7.99M9.79M4.82M
Total Debt52.51M15.35M246.00K553.00K1.13M
Total Liabilities203.61M107.16M67.13M63.99M103.76M
Stockholders Equity347.34M248.38M200.12M200.47M154.52M
Cash Flow
Free Cash Flow23.77M9.55M-5.70M-4.35M-6.06M
Operating Cash Flow23.82M11.38M-4.41M-2.55M-2.58M
Investing Cash Flow910.71K-16.38M3.24M-10.49M-3.58M
Financing Cash Flow134.25M2.20M3.55M9.32M-587.00K

Rockhopper Exploration Technical Analysis

Technical Analysis Sentiment
Negative
Last Price73.20
Price Trends
50DMA
73.55
Negative
100DMA
75.66
Negative
200DMA
74.83
Negative
Market Momentum
MACD
0.46
Positive
RSI
41.18
Neutral
STOCH
36.35
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:RKH, the sentiment is Negative. The current price of 73.2 is below the 20-day moving average (MA) of 74.37, below the 50-day MA of 73.55, and below the 200-day MA of 74.83, indicating a bearish trend. The MACD of 0.46 indicates Positive momentum. The RSI at 41.18 is Neutral, neither overbought nor oversold. The STOCH value of 36.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:RKH.

Rockhopper Exploration Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
£411.16M16.457.38%6.56%5.77%100.39%
67
Neutral
£1.04B-1,020.88-0.62%6.07%64.39%97.39%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
56
Neutral
£749.30M-13.16-17.25%
56
Neutral
£157.77M-8.06-7.79%10.50%-38.72%52.39%
53
Neutral
£482.02M4.9627.37%3.02%3.33%
50
Neutral
£159.06M-33.95-1.85%64.58%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:RKH
Rockhopper Exploration
68.30
-14.20
-17.21%
GB:GENL
Genel Energy
57.80
-10.80
-15.74%
GB:ENQ
Enquest
26.55
14.95
128.86%
GB:PANR
Pantheon Resources
11.28
-19.97
-63.90%
GB:SQZ
Serica Energy
263.80
98.84
59.92%
GB:GKP
Gulf Keystone Petroleum
193.40
17.33
9.84%

Rockhopper Exploration Corporate Events

Business Operations and StrategyRegulatory Filings and Compliance
Rockhopper and Navitas play down Falklands political risk to Sea Lion project
Positive
Sep 4, 2026
Rockhopper Exploration has moved to reassure investors after media reports linked to Argentine President Javier Milei’s comments on the Falkland Islands and the Sea Lion oil project. The company highlighted a statement from project operator ...
Business Operations and StrategyPrivate Placements and Financing
Rockhopper Launches US$20m Open Offer to Fund Falklands Development
Neutral
Aug 28, 2026
Rockhopper Exploration has moved to bolster its finances with a proposed capital raising that includes an open offer to existing shareholders. The offer, which could raise up to about US$20 million if fully subscribed, is aimed at supporting the c...
Business Operations and StrategyPrivate Placements and Financing
Rockhopper raises US$180m in oversubscribed placing to fund Sea Lion field
Positive
Aug 27, 2026
Rockhopper Exploration has completed a significantly oversubscribed placing, raising about US$180 million via the issue of 189.2 million new shares at 70 pence each to existing and new institutional investors. The new shares represent roughly 22% ...
Business Operations and StrategyPrivate Placements and Financing
Rockhopper launches US$200m equity raise to accelerate Falklands Sea Lion development
Positive
Aug 27, 2026
Rockhopper Exploration plans to raise about US$180 million through a placing of new ordinary shares, supplemented by an open offer of up to US$20 million at 70 pence per share, a modest discount to the recent 30‑day average price. The capita...
Business Operations and StrategyFinancial Disclosures
Rockhopper Sees Major Value Uplift in Updated Sea Lion Reserves Report
Positive
Aug 26, 2026
Rockhopper Exploration has published an updated independent technical report on the Sea Lion field, showing higher gross resource volumes and net present values versus the prior assessment. The study by NSAI reflects revised development plans and ...
Business Operations and StrategyPrivate Placements and Financing
Rockhopper Plans Equity Raise as Sea Lion Expansion Advances
Positive
Aug 24, 2026
Rockhopper Exploration has highlighted a significant step forward in the Sea Lion project after operator Navitas exercised an option to acquire a second FPSO, the OSX-1, for around US$125 million. The vessel is intended to accelerate development o...
Regulatory Filings and Compliance
Rockhopper Updates Block Listing for Employee Share Schemes
Neutral
Jul 6, 2026
Rockhopper Exploration has issued an interim update on its block listing arrangements for employee share schemes covering the period from 5 January to 4 July 2026. The company reports that 1,724,103 new ordinary shares of £0.01 each were issu...
Business Operations and StrategyExecutive/Board Changes
Rockhopper ties executive options to three-year shareholder return test
Positive
Jul 2, 2026
Rockhopper Exploration has granted new share options to senior executives under its 2025 Long Term Incentive Plan, aligning management rewards with shareholder returns. Chief executive Sam Moody received options over 997,044 shares and chief finan...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Rockhopper AGM backs all resolutions as company strengthens board
Positive
Jun 30, 2026
Rockhopper Exploration said all resolutions at its latest annual general meeting were approved by shareholders following a poll, affirming support for the company’s current strategy and governance. A shareholder presentation updating investo...
Business Operations and StrategyM&A TransactionsRegulatory Filings and Compliance
Rockhopper Faces Regulatory Delay in Planned Exit from Italian Assets
Negative
Jun 30, 2026
Rockhopper Exploration, the oil and gas explorer with key interests in the North Falkland Basin, continues to reshape its portfolio as it works to exit Italy. The company’s strategy centres on its Falklands assets, including the large Sea Li...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 29, 2026