Gulf Keystone Petroleum Share Discussion Threads

[davr0s] 08/2/2019 17:54

Has it been taken over yet?

[gkp_banggone] 08/2/2019 17:36

Good for you

[lifeson] 08/2/2019 17:27

Not me CNPC, added more today.

[lifeson] 08/2/2019 17:27

Thanks P2, just seen that.

14:02:53 08-Feb-2019 204.50 GBX 100,000 204,500.00 Off-book LRGS XLON

:)

[pensioner2] 08/2/2019 17:16

There's part of the answer, lifeson. A 100k buy @ 204.5 where it has been pinned all day.

[gkp_banggone] 08/2/2019 17:09

It's been happening for weeks pretty much every day between 430 4354 equal trades sometimes marked sell sometimes buyThink it was 3200 yesterdayThis are the biggest sizePresume two parties working the market and settling at end if each day

[pensioner2] 08/2/2019 17:06

Happens virtually every day lifeson. There are four trades (2x2 identical) after the bell. I don't know what it means but it's been going on for months and I noticed it yesterday on Genel. It could be the proxy buyer if CNPC is right.

[habshan] 08/2/2019 16:50

"I do admire the way you stick it to them"

Here's one of the posts that BroadfordBay so admires.

It's from a few days ago when Bigdog was of the opinion that ship owners are running their ships on Shaikan crude.

"That means ships will be prevented from running on HEAVY OIL. The ships will have to switch over to far better quality oil.
Doesn't shaiCON have heavy oil."

Yup. Bigdog really stuck it to us and brought some of Broadford's "much needed balance" to the board with that one.

[lifeson] 08/2/2019 16:46

Very odd whatever it is!

[lifeson] 08/2/2019 16:45

Yet more shares being transferred to their final destination perhaps?

16:36 - 08/02 Buy 17200 204.17p £35,117.24
16:36 - 08/02 Sell 17200 203.97p £35,083.18
16:36 - 08/02 Sell 17200 203.97p £35,083.18
16:36 - 08/02 Buy 17200 204.17p £35,117.24

[gkp_banggone] 08/2/2019 15:35

RNS - SOLD BY SCHEME OF ARRANGEMENT🌋Before 8:00am Tuesday 19th FebruaryðŸ'ŒYOU CAN TAKE THAT TO THE BANK 😊 AND YOU ARE VERY WELCOME ðŸ'–ðŸ'Ÿ/Paul47293202/status/1093083284391776256?s=19🖤🖤ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'œThe more their proxy Citigroup /Pareto have bought in the higher holders profits at t/o:ðŸ'–ðŸ'–ðŸ'ŸðŸ'ŸPeel Hunt issued a recent note on the company.#Valuation and recommendation. Following the above tweaks to the production profile and capex, we revise our core NAV to 392p from 387p. We continue to conservatively include no value in our target price for the 239MMbbl gross 2C in Shaikan, worth 34-136p/sh risked-unrisked.Gulf Keystone Petroleum continues to stand out as one of our top sector picks and we reiterate Buy.#They are being super CONSERVATIVE 🌋ðŸ'‹!They use 58% WI when we now know it remains 80%.So their core valuation must be revised by this, 38% higher.The do not place any value on 2C, actually 330m at 80% WI, and even at a very modest $ 2.3 boe this adds further £2 plus.They are only using $3.4 boe for 2P when MOL report $8 and Shamaran higher.So low base-case in my assessment is 470m 2p, 330m 2C (which would in my be treated as effectively 2P when new FDP approved)Working on 800m 2P without adding any value for the MOL recently reported upside and using a stil very modest $10 boe provides $ 8bn asset resource value.This is still very modest in that a land based resource of this size would be strongly fought over by IOC.With 229 million shares, using dollar exchange of 1.29, £ 27 per share would be the minimum I would expect the company’s major owners to accept.It would not be a surprise to me if this number doubled.🎈

[gkp_banggone] 08/2/2019 15:33

RNS - SOLD BY SCHEME OF ARRANGEMENT🌋Before 8:00am Tuesday 19th FebruaryðŸ'ŒYOU CAN TAKE THAT TO THE BANK 😊 AND YOU ARE VERY WELCOME ðŸ'–ðŸ'Ÿ/Paul47293202/status/1093083284391776256?s=19🖤🖤ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'œThe more their proxy Citigroup /Pareto have bought in the higher holders profits at t/o:ðŸ'–ðŸ'–ðŸ'ŸðŸ'ŸPeel Hunt issued a recent note on the company.#Valuation and recommendation. Following the above tweaks to the production profile and capex, we revise our core NAV to 392p from 387p. We continue to conservatively include no value in our target price for the 239MMbbl gross 2C in Shaikan, worth 34-136p/sh risked-unrisked.Gulf Keystone Petroleum continues to stand out as one of our top sector picks and we reiterate Buy.#They are being super CONSERVATIVE 🌋ðŸ'‹!They use 58% WI when we now know it remains 80%.So their core valuation must be revised by this, 38% higher.The do not place any value on 2C, actually 330m at 80% WI, and even at a very modest $ 2.3 boe this adds further £2 plus.They are only using $3.4 boe for 2P when MOL report $8 and Shamaran higher.So low base-case in my assessment is 470m 2p, 330m 2C (which would in my be treated as effectively 2P when new FDP approved)Working on 800m 2P without adding any value for the MOL recently reported upside and using a stil very modest $10 boe provides $ 8bn asset resource value.This is still very modest in that a land based resource of this size would be strongly fought over by IOC.With 229 million shares, using dollar exchange of 1.29, £ 27 per share would be the minimum I would expect the company’s major owners to accept.It would not be a surprise to me if this number doubled.🎈 mmmn c

[welshki] 08/2/2019 15:32

"Nobody is interested in clowns"

is that why you tick up your own posts with multiple avatars several times over?

what is your aim on here, simply spam as much as you can so any opinion which isnt GKP is already sold is swiftly moved off the latest page of posts?

do you feel any shame or embarrassment in lying and being proved wrong day in day out?

[gkp_banggone] 08/2/2019 15:27

RNS - SOLD BY SCHEME OF ARRANGEMENT🌋Before 8:00am Tuesday 19th FebruaryðŸ'ŒYOU CAN TAKE THAT TO THE BANK 😊 AND YOU ARE VERY WELCOME ðŸ'–ðŸ'ŸðŸ–¤ðŸ–¤ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'œThe more their proxy Citigroup /Pareto have bought in the higher holders profits at t/o:ðŸ'–ðŸ'–ðŸ'ŸðŸ'ŸPeel Hunt issued a recent note on the company.#Valuation and recommendation. Following the above tweaks to the production profile and capex, we revise our core NAV to 392p from 387p. We continue to conservatively include no value in our target price for the 239MMbbl gross 2C in Shaikan, worth 34-136p/sh risked-unrisked.Gulf Keystone Petroleum continues to stand out as one of our top sector picks and we reiterate Buy.#They are being super CONSERVATIVE 🌋ðŸ'‹!They use 58% WI when we now know it remains 80%.So their core valuation must be revised by this, 38% higher.The do not place any value on 2C, actually 330m at 80% WI, and even at a very modest $ 2.3 boe this adds further £2 plus.They are only using $3.4 boe for 2P when MOL report $8 and Shamaran higher.So low base-case in my assessment is 470m 2p, 330m 2C (which would in my be treated as effectively 2P when new FDP approved)Working on 800m 2P without adding any value for the MOL recently reported upside and using a stil very modest $10 boe provides $ 8bn asset resource value.This is still very modest in that a land based resource of this size would be strongly fought over by IOC.With 229 million shares, using dollar exchange of 1.29, £ 27 per share would be the minimum I would expect the company’s major owners to accept.It would not be a surprise to me if this number doubled.🎈 mmmn c

[gkp_banggone] 08/2/2019 15:27

Nobody is interested in clowns

[gkp_banggone] 08/2/2019 14:59

RNS - SOLD BY SCHEME OF ARRANGEMENT🌋Before 8:00am Tuesday 19th FebruaryðŸ'ŒYOU CAN TAKE THAT TO THE BANK 😊 AND YOU ARE VERY WELCOME ðŸ'–ðŸ'ŸðŸ–¤ðŸ–¤ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'œThe more their proxy Citigroup /Pareto have bought in the higher holders profits at t/o:ðŸ'–ðŸ'–ðŸ'ŸðŸ'ŸPeel Hunt issued a recent note on the company.#Valuation and recommendation. Following the above tweaks to the production profile and capex, we revise our core NAV to 392p from 387p. We continue to conservatively include no value in our target price for the 239MMbbl gross 2C in Shaikan, worth 34-136p/sh risked-unrisked.Gulf Keystone Petroleum continues to stand out as one of our top sector picks and we reiterate Buy.#They are being super CONSERVATIVE 🌋ðŸ'‹!They use 58% WI when we now know it remains 80%.So their core valuation must be revised by this, 38% higher.The do not place any value on 2C, actually 330m at 80% WI, and even at a very modest $ 2.3 boe this adds further £2 plus.They are only using $3.4 boe for 2P when MOL report $8 and Shamaran higher.So low base-case in my assessment is 470m 2p, 330m 2C (which would in my be treated as effectively 2P when new FDP approved)Working on 800m 2P without adding any value for the MOL recently reported upside and using a stil very modest $10 boe provides $ 8bn asset resource value.This is still very modest in that a land based resource of this size would be strongly fought over by IOC.With 229 million shares, using dollar exchange of 1.29, £ 27 per share would be the minimum I would expect the company’s major owners to accept.It would not be a surprise to me if this number doubled.🎈 xx

[broadford bay] 08/2/2019 14:57

bigdog,

I certainly don’t think you are a fraud – although we may disagree on some detailed points (my “issues”!), I do admire the way you stick it to them.

Keep up the good work; there is a good Hebrew term that springs to mind: “niv sefatayim” (lit. “the fruit of the lips”) – let it be so.

[stockport loser] 08/2/2019 14:44

Was there a presentation last night?Did they update on the share buy back and takeover? Perhaps a bullet point summary.Tia.