Date | Subject | Author | Discuss |
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13/4/2020 18:35 | The court case regarding the $1 Billion that was confiscated in Lebanon by BankMed from oil trader IMMS, reportedly related to KRG payments for IOCs (by S&P Global Platts), has been settled. #dno #gkp #GENL #SNM https://t.co/ZdtEYX3Xdz | urals | |
13/4/2020 18:34 | https://t.co/0DN07Poab8#GKPInsiders ( eg J PMorgan+4.5m sh now at over 5.7% to 12m+ in just past 3 weeks ) GKP been in implementation agreement since June '19Sale by scheme announced shortly. Instis driven share price down to make co super cheap on these valuation metrics whilst filling up on retail sells https://t.co/0DN07Poab8 | urals | |
13/4/2020 18:34 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for Morgan Stanley) HAVE CHOSEN NOW to BUY very very aggressively, OVER 2,100,000 in PAST 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voraciousLANSDOWNE PARTNERS holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now >OVER 31m holdingJPMORGAN same 2 WK period BOUGHT OVER 4.55m shares now > 12.05m https://t.co/1dWUlCfn5w | urals | |
13/4/2020 18:34 | https://t.co/cd69rAFs8lPEEL HUNT BROKERS ANALYSIS :BUY : TARGET 287PThe business is currently having to withstand a volley of unforeseen negative developments, the combination of which has caused the share price to fall -60% in the past month. However, GKP's financial discipline in recent years has ensured the business today is in good health and is therefore in a strong position to weather this period of increased volatility. Having now moved to update our asset model to factor in new production expectations and Shaikan capex phasing over the coming years, our DCF analysis still shows considerable upside to the share price. Our Core NAV for GKP now sits at £622m, equivalent to 287p/share (from 345p). This is where we also choose to set our target price and therefore maintain our BUY RECOMMENDATION .https://t.co/fMaubyPbsl | urals | |
13/4/2020 18:34 | WrongIt is directly related | urals | |
13/4/2020 18:27 | "The court case regarding the $1 Billion that was confiscated in Lebanon by BankMed from oil trader IMMS, reportedly related to KRG payments for IOCs (by S&P Global Platts), has been settled."
China.
Good find.
Since you posted it I've been trying to find a connection between that $1 billion belonging to IMMS, and the KRG, but can't find one.
It appears that the amount is a coincidence and that the $1 billion belonging to the KRG is separate.
I seem to remember that the KRG has also filed a lawsuit, so now that a precedent has been set hopefully the KRG claim will result in a similar settlement.
The whole mess was caused by a lack of liquidity within the Lebanese banking system and that has still not been resolved so although IMMS have had a good result it doesn't necessarily mean that MedBank can pay them....yet.
But good news nontheless. | habshan | |
13/4/2020 18:04 | The court case regarding the $1 Billion that was confiscated in Lebanon by BankMed from oil trader IMMS, reportedly related to KRG payments for IOCs (by S&P Global Platts), has been settled. #dno #gkp #GENL #SNM https://t.co/ZdtEYX3Xdz | urals | |
13/4/2020 18:04 | https://t.co/0DN07Poab8#GKPInsiders ( eg J PMorgan+4.5m sh now at over 5.7% to 12m+ in just past 3 weeks ) GKP been in implementation agreement since June '19Sale by scheme announced shortly. Instis driven share price down to make co super cheap on these valuation metrics whilst filling up on retail sells https://t.co/0DN07Poab8 | urals | |
13/4/2020 18:04 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for Morgan Stanley) HAVE CHOSEN NOW to BUY very very aggressively, OVER 2,100,000 in PAST 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voraciousLANSDOWNE PARTNERS holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now >OVER 31m holdingJPMORGAN same 2 WK period BOUGHT OVER 4.55m shares now > 12.05m https://t.co/1dWUlCfn5w | urals | |
13/4/2020 18:03 | https://t.co/cd69rAFs8lPEEL HUNT BROKERS ANALYSIS :BUY : TARGET 287PThe business is currently having to withstand a volley of unforeseen negative developments, the combination of which has caused the share price to fall -60% in the past month. However, GKP's financial discipline in recent years has ensured the business today is in good health and is therefore in a strong position to weather this period of increased volatility. Having now moved to update our asset model to factor in new production expectations and Shaikan capex phasing over the coming years, our DCF analysis still shows considerable upside to the share price. Our Core NAV for GKP now sits at £622m, equivalent to 287p/share (from 345p). This is where we also choose to set our target price and therefore maintain our BUY RECOMMENDATION .https://t.co/fMaubyPbsl | urals | |
13/4/2020 17:59 | Could it be that Trump is equally as poor at maths as Paul is? | bigdog5 | |
13/4/2020 16:50 | The court case regarding the $1 Billion that was confiscated in Lebanon by BankMed from oil trader IMMS, reportedly related to KRG payments for IOCs (by S&P Global Platts), has been settled. #dno #gkp #GENL #SNM https://t.co/ZdtEYX3Xdz | chinese_takeaway | |
13/4/2020 13:49 | https://t.co/0DN07Poab8#GKPInsiders ( eg J PMorgan+4.5m sh now at over 5.7% to 12m+ in just past 3 weeks ) GKP been in implementation agreement since June '19Sale by scheme announced shortly. Instis driven share price down to make co super cheap on these valuation metrics whilst filling up on retail sells https://t.co/0DN07Poab8 | chinese_takeaway | |
13/4/2020 13:49 | #GKP deal announcement incomingPrevious CFO architect of turnaround, 3.2m options NOT LOST those when replaced by buyers CFO , Beijing based.They vest on the saleNew CFO has no options.why would he , no use in a delisted CNPC subsidiary! :)https://t.co/iu0ci33iQI | chinese_takeaway | |
13/4/2020 13:49 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for Morgan Stanley) HAVE CHOSEN NOW to BUY very very aggressively, OVER 2,100,000 in PAST 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voraciousLANSDOWNE PARTNERS holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now >OVER 31m holdingJPMORGAN same 2 WK period BOUGHT OVER 4.55m shares now > 12.05m https://t.co/1dWUlCfn5w | chinese_takeaway | |
13/4/2020 13:49 | https://t.co/cd69rAFs8lPEEL HUNT BROKERS ANALYSIS :BUY : TARGET 287PThe business is currently having to withstand a volley of unforeseen negative developments, the combination of which has caused the share price to fall -60% in the past month. However, GKP's financial discipline in recent years has ensured the business today is in good health and is therefore in a strong position to weather this period of increased volatility. Having now moved to update our asset model to factor in new production expectations and Shaikan capex phasing over the coming years, our DCF analysis still shows considerable upside to the share price. Our Core NAV for GKP now sits at £622m, equivalent to 287p/share (from 345p). This is where we also choose to set our target price and therefore maintain our BUY RECOMMENDATION .https://t.co/fMaubyPbsl | chinese_takeaway | |
13/4/2020 13:43 | Oil price to tank tomorrow as production cuts not enough?
Demand expected to fall by 30m a day from 100m.
The end of oil in sight. | bigdog5 | |
13/4/2020 13:32 | The production cuts wont be enough when the oil market is stating demand will be down by 30m a day.
The oil market has been suggesting oil at $20 or less for some time.
Tesla making inroads in the largest car market in the world and had their best month of sales. Articles now appearing saying its the end of oil. | bigdog5 | |
13/4/2020 12:15 | https://t.co/0DN07Poab8#GKPInsiders ( eg J PMorgan+4.5m sh now at over 5.7% to 12m+ in just past 3 weeks ) GKP been in implementation agreement since June '19Sale by scheme announced shortly. Instis driven share price down to make co super cheap on these valuation metrics whilst filling up on retail sells https://t.co/0DN07Poab8 | urals | |
13/4/2020 12:15 | #GKP deal announcement incomingPrevious CFO architect of turnaround, 3.2m options NOT LOST those when replaced by buyers CFO , Beijing based.They vest on the saleNew CFO has no options.why would he , no use in a delisted CNPC subsidiary! :)https://t.co/iu0ci33iQI | urals | |
13/4/2020 12:14 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for Morgan Stanley) HAVE CHOSEN NOW to BUY very very aggressively, OVER 2,100,000 in PAST 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voraciousLANSDOWNE PARTNERS holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now >OVER 31m holdingJPMORGAN same 2 WK period BOUGHT OVER 4.55m shares now > 12.05m https://t.co/1dWUlCfn5w | urals | |
13/4/2020 12:12 | https://t.co/cd69rAFs8lPEEL HUNT BROKERS ANALYSIS :BUY : TARGET 287PThe business is currently having to withstand a volley of unforeseen negative developments, the combination of which has caused the share price to fall -60% in the past month. However, GKP's financial discipline in recent years has ensured the business today is in good health and is therefore in a strong position to weather this period of increased volatility. Having now moved to update our asset model to factor in new production expectations and Shaikan capex phasing over the coming years, our DCF analysis still shows considerable upside to the share price. Our Core NAV for GKP now sits at £622m, equivalent to 287p/share (from 345p). This is where we also choose to set our target price and therefore maintain our BUY RECOMMENDATION .https://t.co/fMaubyPbsl | urals | |
13/4/2020 12:03 | DELAYED PAYMENTS CAMOUFLAGE VIRAL EFFECTS | tess_tickle | |
13/4/2020 11:54 | OIL NO LONGER SLICK INVESTMENT | tess_tickle | |