Gulf Keystone Petroleum Share Discussion Threads

[hugetakeaway] 08/5/2024 13:48

#GKP #GENL $HKN $SNM #Kurdistan@apikur_oil$DNO Investor Call: Prices approaching $40 per barrel.... last time arrears were paid in part with increased share of licence which worked out well for us. We are confident arrears will be paid in some form.

[hugetakeaway] 08/5/2024 13:48

#gkp #gkptakeover Bit of insight from DNO presentation today , realised prices rising, revenues to double on pipeline opening.Not that it actually matters ????????.https://x.com/111notout1/status/1788106473341358460?s=61&t=EEAJRmerpfLiAmForyb8Dw

[mad paul sh1t the bed] 08/5/2024 13:45

Cue Furens....

[seekingbeta] 08/5/2024 13:44

#gkp #gkptakeover Bit of insight from DNO presentation today , realised prices rising, revenues to double on pipeline opening.Not that it actually matters ????????.https://x.com/111notout1/status/1788106473341358460?s=61&t=EEAJRmerpfLiAmForyb8Dw

[seekingbeta] 08/5/2024 13:44

#GKP #GENL $HKN $SNM #Kurdistan@apikur_oil$DNO Investor Call: "We are hopeful that the announced meetings between Baghdad and Erbil this week may give a new injection of energy into discussions."

[seekingbeta] 08/5/2024 13:43

#GKP #GENL $HKN $SNM #Kurdistan@apikur_oil$DNO Investor Call: Prices approaching $40 per barrel.... last time arrears were paid in part with increased share of licence which worked out well for us. We are confident arrears will be paid in some form.

[mad paul sh1t the bed] 08/5/2024 13:41

Ah balls, I had my cash on world quant shouting me down.

[furenstaurus] 08/5/2024 13:38

#GKP #GENL $HKN $SNM #Kurdistan@apikur_oil$DNO Investor Call: "We are hopeful that the announced meetings between Baghdad and Erbil this week may give a new injection of energy into discussions."

[furenstaurus] 08/5/2024 13:38

#GKP #GENL $HKN $SNM #Kurdistan@apikur_oil$DNO Investor Call: Prices approaching $40 per barrel.... last time arrears were paid in part with increased share of licence which worked out well for us. We are confident arrears will be paid in some form.

[furenstaurus] 08/5/2024 13:38

Where is Condog .Is he late for work?It's 6:00 am on the East Coast and alarm bells sounding, lol.

[mad paul sh1t the bed] 08/5/2024 13:36

Paul's avatar average holding up well also. Has anyone ever worked out what the point of it all is? If it is to exaggerate faux positivity, having them all say the exact same thing word for word is possibly a flaw in the plan.

[ozzmosiz] 08/5/2024 13:23

GENL holding up well today

[worldquant] 08/5/2024 12:39

#GKP #GENL $HKN $SNM #Kurdistan
@apikur_oil


$DNO Investor Call: "We are hopeful that the announced meetings between Baghdad and Erbil this week may give a new injection of energy into discussions."

[worldquant] 08/5/2024 12:38

I think the arrears may be addressed by an extension of the PSC - which will suit SINOPEC and maximise the takeover price.

[worldquant] 08/5/2024 12:37

#GKP #GENL $HKN $SNM #Kurdistan
@apikur_oil


$DNO Investor Call: Prices approaching $40 per barrel.... last time arrears were paid in part with increased share of licence which worked out well for us. We are confident arrears will be paid in some form.

[worldquant] 08/5/2024 11:36

Link to DNO presentation - they were selling at low to mid 30's its now upper 30's.
.

.

Agree it doesn't really matter now the co sold TBA
#gkp #gkptakeover
Bit of insight from DNO presentation today , realised prices rising, revenues to double on pipeline opening.
Not that it actually matters ????????

[hangthedj] 08/5/2024 11:29

DNO
Production from the flagship Tawke license (DNO 75 percent and operator) in Kurdistan has now largely been restored after the March 2023 Iraq-Türkiye Pipeline shutdown as the Company continues to use road tankers to sell its oil to local trading companies on a cash and carry basis with payments deposited into Company accounts in international banks. DNO recently negotiated higher wellhead prices for such sales, raising them to the upper USD 30s per barrel.

The Company is also stepping up investments in its Tawke and Peshkabir fields, both within Tawke license, by restarting completion of three development wells that were discontinued last year as a cost saving measure following the pipeline shutdown. In addition, DNO has deployed its two own intervention rigs to conduct routine workovers, including repairing or replacing pumps, zone stimulations and cleaning out asphaltenes among low-cost, quick turnaround production enhancement measures.

-----
Thanks hc, slightly encouraging that DNO/GENL are achieving higher prices for local sales than before and that they're willing to restart investments in a small way.

[seekingbeta] 08/5/2024 11:01

It's 6:00 am on the East Coast and alarm bells sounding, lol.

[seekingbeta] 08/5/2024 10:27

BTW if revenues double, as its a geared operator gkp profits and FCF quadruple.....Not that that's importantSINOPEC spotted that a decade ago

[seekingbeta] 08/5/2024 10:15

#gkp #gkptakeover Bit of insight from DNO presentation today , realised prices rising, revenues to double on pipeline opening.Not that it actually matters ????????.https://x.com/111notout1/status/1788106473341358460?s=61&t=EEAJRmerpfLiAmForyb8Dw

[seekingbeta] 08/5/2024 10:14

#gkp #gkptakeover OFF book after hrs , so now day 6 of the halt of past 2 years typical daily profile of dozens post hrs trades reports.Very near showtime @HSFlegal ???????https://x.com/111notout1/status/1788081822858977453?s=61&t=EEAJRmerpfLiAmForyb8Dw

[arcadian] 08/5/2024 10:14

Aliases to the left of them, aliases to the right. Onward rode the six hundred?