Gulf Keystone Petroleum Share Discussion Threads

[bigdog5] 27/3/2019 16:45

Oh dear, Lol.

[nestoframpers] 27/3/2019 16:39

Quiet before the storm here today then !

[guypender] 27/3/2019 16:26

Oooh I can't wait. Yawn

[welshki] 27/3/2019 16:21

has the oilymanchild not been invited to the Capital Markets Day? i would have thought it was VIP seating all day long considering his unparalleled experience within the industry, his vast knowledge of petrophysics, his inside line to the company, letters of admiration from the CEO and of course the millions of extra shares he magically snaffled from everyone else in the open offer?

[mcfly02] 27/3/2019 16:18

My predictions for tomorrow I will post here after 9 pm.

🐐🎥®

[nestoframpers] 27/3/2019 15:08

New Major Shareholder Change
UK Companies
Gulf Keystone Petroleum Ltd
(lse:gkp)


MikeyAdmin2h
I don’t check the GKP website Major Shareholder list very often as GKP rarely keeps it up to date, but OfficerFigby from the LSE brought my attention to it this morning, and it shows a few changes.



1 Lansdowne Partners . . . . . . . . . .12.76% . . unchanged
2 Sothic Capital Management . . . . 12.35% . . unchanged
3 Hof Hoorneman . . . . . . . . . . . . . . . . 6.96% . . unchanged
4 Capital Group . . . . . . . . . . . . . . . . . .6.45% . . sold 2.24%
5 BlackRock Inc . . . . . . . . . . . . . . . . . . 4.71% . . gain 0.10%
6 UBS Group AG . . . . . . . . . . . . . . . . . . 4.66% . . gain 0.29%
7 JPMorgan Chase & Co . . . . . . . . . . . 4.40% . . sold 0.29%
8 BrightSphere Investment Group . . 3.50% . . gain 0.03%
9 Caius Capital . . . . . . . . . . . . . . . . . . . 3.12% . . gain 3.12%
10 Hargreaves Lansdown PLC . . . . . .2.75% . . gain 0.09%

(Interactive Investor Trading . . . . . . . 2.80% . . unknown)

Below is the last Holders that I posted with the amounts based on the GKP Percentages

Lansdowne Partners . . . . . . . . . . . . .29,275,212 . . . (12.76%)
Sothic Capital Management . . . . . . .28,334,551 . . . (12.35%)
Capital Group . . . . . . . . . . . . . . . . . . . .19,928,649 . . . (8.69%) . (Morning Star totals)
Hof Hoorneman . . . . . . . . . . . . . . . . . .15,968,298 . . . (6.96%)
JPMorgan Chase & Co . . . . . . . . . . . . .10,760,247 . . . (4.69%)
BlackRock Inc . . . . . . . . . . . . . . . . . . . .10,576,703 . . . (4.61%)
UBS Group AG . . . . . . . . . . . . . . . . . . . .10,026,072 . . . (4.37%)
BrightSphere Investment Group . . . . 8,098,758 . . . (3.53%)
Interactive Investor Trading . . . . . . . . 6,424,028 . . . (2.80%)
Hargreaves Lansdown PLC . . . . . . . . 6,102,826 . . . (2.66%)
Below is a revised list based on GKP’s percentage figures with a “?”
1 Lansdowne Partners . . . . . . . . . .29,275,212 . . (12.76%) . . unchanged
2 Sothic Capital Management . . . . 28,334,551 . . (12.35%) . . unchanged
3 Hof Hoorneman . . . . . . . . . . . . . . . 15,968,298 . . (6.96%) . . unchanged
4 Capital Group . . . . . . . . . . . . . . . . . 14,798,207 . . (6.45%) . . sold 2.24%
5 BlackRock Inc . . . . . . . . . . . . . . . . . .10,806,133 . . (4.71%) . . gain 0.10%
6 UBS Group AG . . . . . . . . . . . . . . . . . .10,691,418 . . (4.66%) . . gain 0.29%
7 JPMorgan Chase & Co . . . . . . . . . . . 10,094,901 . . (4.40%) . . sold 0.29%
8 BrightSphere Investment Group . . . 8,030,035 . . (3.50%) . . gain 0.03%
9 Caius Capital . . . . . . . . . . . . . . . . . . . . 7,158,203 . . (3.12%) . . gain 3.12%
10 Hargreaves Lansdown PLC . . . . . . . 6,309,313 . .(2.75%) . . gain 0.11%

I’ve checked the Capital Investment Website and they show the following with screencast’s as proof

New World Fund . . . 14,566,135 . . unchanged

[clinicallyobeseandthicktony] 27/3/2019 15:02

Solving the UnsolvablePWP has an unmatched appetite for challenge – we thrive on solving the unsolvable. Our unique ability to see what others do not and connect disparate information creates novel insights that lead to optimal outcomes.#GKP OK. Expect Perella to have concocted something jazzy to concentrate remaining equity on sale.Taconics former note holder at restructuring sold last year in two tranches 10% +3.54% at vwap of $2.80Capital a key architect of Restructuring sold almost exactly 25% of total holding by the looks of it on Feb 25 $ exchange @ $ 2.80 as well That can't be coincidence, IMO a pre agreed exit re concentration was agreed at the entry to Restructuring too. Sold to GKP proxy? More bought in the higher the profits on sale.Vidacos, gkp investment bankers nominee, held 8.1%last May, plus? 13.54% from taconics? Plus 2.14 from Capital is almost 25%That concentrates everyone left 33%

[clinicallyobeseandthicktony] 27/3/2019 14:57

#GKP OK. Expect Perella to have concocted something jazzy to concentrate remaining equity on sale.Taconics former note holder at restructuring sold last year in two tranches 10% +3.54% at vwap of $2.80Capital a key architect of Restructuring sold almost exactly 25% of total holding by the looks of it on Feb 25 $ exchange @ $ 2.80 as well That can't be coincidence, IMO a pre agreed exit re concentration was agreed at the entry to Restructuring too. Sold to GKP proxy? More bought in the higher the profits on sale.Vidacos, gkp investment bankers nominee, held 8.1%last May, plus? 13.54% from taconics? Plus 2.14 from Capital is almost 25%That concentrates everyone left 33%

[mcfly02] 27/3/2019 14:55

Kurdistan Oil&Gas Conference

With the support from the Kurdistan Regional Government, we are delighted to announce that the official Kurdistan Oil & Gas Meeting returns to Erbil, dates TBC

TBC lol 😂

[antondec] 27/3/2019 14:47

Welshki - you have now cost me two keyboards after spitting coffee over them....

[chinese_takeaway] 27/3/2019 14:06

XBigdog'thick yank o'clock Bigdog #22, 690 negative posts finally sees the light and reiterates "CONVICTION BUY" *SOLD RNS THIS WEEK*=====================Obviously (or FD needs p45) they have used  proxy Citibank utilising excess cash to buyback own  stock to retire25% retired would  = 172m shares at sale (let's hope they have bought more than 25%)Each $1bn paid at sale  = £4.30/shareTRUE 2P not  pubic domain but on 80% WI 700 2p/2cHow much per boe reserve? *LOW $8/boe  $5.6bn  =£ 24 (MOL value Shaikan reserves at $8/boe) *HIGH $22/boe $15.4bn = £ 66 (WZR neighbours sold at $22 equivalent) $14/boe was the metric in Shell buy of BG,  TOTAL deal  buying MAERSKJuly 16 Restructuring destroyed hostile stake allowed real  TRUE auctionSept 16 Gabriel appointed as commercial director to oversee m and a Dec16 Sinopec approaches plus other bidders , flags  start of  auctionPre Dec 17 winners granted exclusivity, huge tech DD begins on ShaikanPre Dec 17 both sides enter implementation agreement company operations put in holding patternFeb 18 staff all granted share options to share in sale bonanzaFeb 18 CITIGROUP begin ASR buyback of GKP stock collateralised by March 2018 pressure data logging  and field simulation  modelling completed  Sept 2018 deal commercial terms agreed Oct 1 2018 lead M and A lawyer lands to oversee legal contrac sale deliveryFeb 2019 D - 28 begins takeover scheme and court hearings arrangedFeb/March 2018 formal irrevocable agreements from major shareholders acquired2019 MARCH TBC Proxy buyback and equity  concentration announcedTBC Sale by scheme announcement *March/April Sale scheme implementation *April GKP Delisted

[gkphero] 27/3/2019 13:55

GKP is in play.

[0ili0] 27/3/2019 13:32

HedgeFundManager18 Feb 2012

[chinese_takeaway] 27/3/2019 13:32

Bigdog'thick yank o'clock Bigdog #22, 690 negative posts finally sees the light and reiterates "CONVICTION BUY" *SOLD RNS THIS WEEK*=====================Obviously (or FD needs p45) they have used  proxy Citibank utilising excess cash to buyback own  stock to retire25% retired would  = 172m shares at sale (let's hope they have bought more than 25%)Each $1bn paid at sale  = £4.30/shareTRUE 2P not  pubic domain but on 80% WI 700 2p/2cHow much per boe reserve? *LOW $8/boe  $5.6bn  =£ 24 (MOL value Shaikan reserves at $8/boe) *HIGH $22/boe $15.4bn = £ 66 (WZR neighbours sold at $22 equivalent) $14/boe was the metric in Shell buy of BG,  TOTAL deal  buying MAERSKJuly 16 Restructuring destroyed hostile stake allowed real  TRUE auctionSept 16 Gabriel appointed as commercial director to oversee m and a Dec16 Sinopec approaches plus other bidders , flags  start of  auctionPre Dec 17 winners granted exclusivity, huge tech DD begins on ShaikanPre Dec 17 both sides enter implementation agreement company operations put in holding patternFeb 18 staff all granted share options to share in sale bonanzaFeb 18 CITIGROUP begin ASR buyback of GKP stock collateralised by March 2018 pressure data logging  and field simulation  modelling completed  Sept 2018 deal commercial terms agreed Oct 1 2018 lead M and A lawyer lands to oversee legal contrac sale deliveryFeb 2019 D - 28 begins takeover scheme and court hearings arrangedFeb/March 2018 formal irrevocable agreements from major shareholders acquired2019 MARCH TBC Proxy buyback and equity  concentration announcedTBC Sale by scheme announcement *March/April Sale scheme implementation *April GKP Delisted

[bigdog5] 27/3/2019 13:27

mcfly, so just more hype and working to keep the trough filled?

[0ili0] 27/3/2019 13:22

Thanks GKPhero. I thought the City had taken it for a moment.

[bigdog5] 27/3/2019 13:19

I note that a nickname from the past is getting a little annoyed and has been forced to make up BS in reference to my factual post. But it's the done thing here innit:-)

[gkphero] 27/3/2019 13:10

GKP is in play.

It

[0ili0] 27/3/2019 12:44

Word on the street?

[atino] 27/3/2019 12:06

My GKP not doing too bad 👌🏻 And my RPT doing good 👍

[chinese_takeaway] 27/3/2019 11:23

Check out peer group comparisonLolhttps://www.marketscreener.com/GULF-KEYSTONE-PETROLEUM-L-32526464/ratings/Xx