Date | Subject | Author | Discuss |
---|
15/4/2020 15:00 | 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 | |
15/4/2020 14:53 | Brent in freefall, share price to follow it.
Karma for the Intis that stole the company and those that "use it" for their own gains? | bigdog5 | |
15/4/2020 14:48 | Where have you been hiding johnyboy, were you in lockdown on a common? | bigdog5 | |
15/4/2020 14:47 | Hey johnyboy, do you know where the largest car market is in the world?
Do you know which car maker had their best monthly sales there recently?
The end is neigh for fossil fuels. | bigdog5 | |
15/4/2020 14:42 | johnyboy, sense? Only to those that haven't a clue on the reality, lies, deceit, corruption, misdirection, failings of the field and what the costs will be going forward. | bigdog5 | |
15/4/2020 13:49 | Bigdog's been on the pangolin soup again.
Get these bought Bigdog. You know it makes sense. :) | gkphero | |
15/4/2020 13:45 | Agree GKPHEROFrom these prices, GKP is an easy 100 bagger. | urals | |
15/4/2020 13:45 | https://t.co/0DN07Poab8HowHow many MORE have JP Morgan, and Morgan Stanley BOUGHT ?6, 700, 000 between them between Mar 16 and April 1NOW 2 weeks further on I suspect its now WELL OVER r 10m mugged out from retail pre OBVIOUS Sale RNShttps://t.co/0DN07Poab8#GKPInsiders ( eg J PMorgan+ 4.5m sh now at over 5.7% to 12m+ in just the past 3 weeks! ) GKP been in SALE implementation agreement since June '19 Sale 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 | |
15/4/2020 13:44 | 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 | |
15/4/2020 13:44 | 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 | |
15/4/2020 13:35 | johnyboy returns and continues to demonstrate his brain is in lockdown where its been for several years.
I wonder how long it will be before the market forces the producers to cut another 10m a day.
Fossil fuel driven cars the world over will be cheap as waffles soon as there are articles now appearing saying its the end for oil.
Even johnyboy may still be able to afford a cheap diesel after all. | bigdog5 | |
15/4/2020 13:15 | Market braced for US earnings..... | urals | |
15/4/2020 12:07 | Big buyers awol but share price chugging along nicely. Blue finish? | pensioner2 | |
15/4/2020 11:41 | This Muppet is clearly a whale moving the market today 😉. What a splash, I bet public Joe absolutely envies their life choices and the amount of money they have made i.e. lost on Gulf.
GKPhero 15 Apr '20 - 11:01 - 602206 of 602207 0 6 0 Everybody was Kung Flu fighting............and I'm a buyer of GKP shares at these prices.
GKPhero 15 Apr '20 - 11:04 - 602207 of 602207 0 7 0 From these prices, GKP is an easy 100 bagger. | j0sekl | |
15/4/2020 11:04 | From these prices, GKP is an easy 100 bagger. | gkphero | |
15/4/2020 11:01 | Everybody was Kung Flu fighting............and I'm a buyer of GKP shares at these prices. | gkphero | |
15/4/2020 10:39 | https://t.co/0DN07Poab8How many more have JP Morgan, and Morgan Stanley bought?6, 700, 000 between them between Mar 16 and April 1,2 weeks further on I suspect its now well over 10m mugged out from retail pre Sale RNShttps://t.co/0DN07Poab8#GKPInsiders ( eg J PMorgan+ 4.5m sh now at over 5.7% to 12m+ in just the past 3 weeks! ) GKP been in SALE implementation agreement since June '19 Sale 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 | |
15/4/2020 10:37 | 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 | |
15/4/2020 10:37 | 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 | |
15/4/2020 10:10 | CORVID19 TURNS CHINESE TAKEAWAY OWNERS BRAIN TO NOODLES | tess_tickle | |
15/4/2020 09:54 | 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 | |
15/4/2020 09:41 | 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 | |
15/4/2020 09:41 | 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 | |
15/4/2020 09:41 | Correctcompany is trading below net cash and has a dirt cheap recovery cost | chinese_takeaway | |