Gulf Keystone Petroleum Share Discussion Threads

[tess_tickle] 17/4/2020 10:20

OCTOBER BRENT AVERAGE $55 NET GKP $12.6M

MARCH BRENT AVERAGE $30 NET GKP $4.6M

APRIL BRENT AVERAGE $21 NET GKP -$?

[chinese_takeaway] 17/4/2020 10:07

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] 17/4/2020 10:05

https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling  1 , LANSDOWNE (who are acting for/via 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] 17/4/2020 10:05

Sale implementation agreement entered into GKP and Buyers CNPC last June The new CFO appointment was part of the deal.He's STILL LIVES in Doncheng district Beijing.Handy really as CNPC the new owners HQ same spot. :)))Clowns mugging you out here , on behalf of Morgan Stanley and j p Morgan who have bought a minimum of 8,000,000 in last month as Sake approaches.Don't be mugged out by the clowns here.

[tess_tickle] 17/4/2020 10:00

OCTOBER BRENT $55 NET GKP PAYMENT $12.6M

MARCH BRENT $30 NET GKP PAYMENT $4.6M

APRIL BRENT $21 NET GKP PAYMENT -$?

[officerdigby] 17/4/2020 09:58

Got to hand it too GKP.

They trying to hide the actual news again.

BUT GENL actually report the news.

No Nov-Feb payments for 9 months. Possibly never if oil < $50/b


That $50m buy back may be a critical difference on the long term future of o this company. JF needs to hang head in shame on it. Any cash would be most useful now.

[1waving] 17/4/2020 09:54

.
Information on the KRG payment proposals from Genel this morning, as the GKP RNS was hopeless !!

"17 April 2020

Genel Energy plc

Update on payments for KRI oil sales

Genel Energy plc ('Genel' or 'the Company') announces that payment has been
received from the Kurdistan Regional Government ('KRG') for oil sales during
March 2020.

The Taq Taq partners have received a gross payment of $4.6 million. Genel's
net share of the payment is $2.5 million.1 The Tawke partners have received
a gross payment of $34.6 million, with Genel's net share of the payment
being $8.5 million.

The payment has been made according to recent proposals sent from the KRG to
international oil companies operating in the Kurdistan Region of Iraq. Under
the KRG proposals:

? The KRG commits to settling monthly sales invoices by the fifteenth day
of the following month

? Tawke production override payments will be suspended for at least nine
months

? Payment of invoices relating to oil sales from November 2019 to February
2020 will be deferred, interest free, for at least nine months

? Should the oil price recover to c.$50/bbl, a payment programme to
recover the deferred invoices will be put in place

Genel welcomes the KRG's approach to establish a framework that provides
clarity and predictability for overdue and future payments, and the
commitment to full repayment of deferred invoices as the oil price recovers.
Genel has requested clarification regarding the repayment mechanism, and has
responded to the KRG with a proposal that balances the KRG's near-term
liquidity challenges with longer-term developments benefiting both the KRG
and Genel. The Company will provide further detail as discussions with the
KRG progress.

1 Genel notes that this payment has been paid on a basis that limits cost
oil recovery to 40% of March 2020 field revenue and excludes otherwise
available unutilised cost oil capacity from January and February 2020. Genel
has reserved all its rights to payment in full under the Taq Taq PSC terms "
-----------------------------

The GKP RNS announcement was atrocious. Telling investors nothing.
There should be absolutely no need to get information from other Kurdistan oiler companies RNS's.
Massive failure by GKP to keep investors informed.
.

[0ili0] 17/4/2020 09:44

No mention of GKP by Harry Caper in her latest blog...

hxxp://thebarnumeffect.blogspot.com/2020/04/pigeons-come-home-to-roost.html

[chinese_takeaway] 17/4/2020 09:42

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] 17/4/2020 09:42

https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling  1 , LANSDOWNE (who are acting for/via 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] 17/4/2020 09:42

https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling  1 , LANSDOWNE (who are acting for/via 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] 17/4/2020 09:41

Sale implementation agreement entered into GKP and Buyers CNPC last June The new CFO appointment was part of the deal.He's STILL LIVES in Doncheng district Beijing.Handy really as CNPC the new owners HQ same spot. :)))Clowns mugging you out here , on behalf of Morgan Stanley and j p Morgan who have bought a minimum of 8,000,000 in last month as Sake approaches.Don't be mugged out by the clowns here.

[chinese_takeaway] 17/4/2020 09:41

Agree UralsIf something is worth saying once its worth saying at least 25,000 + times Ask Bigdog the Yankee ConDogMorgan Stanley J P Morgan doing their talking with their cash , they now own over 45,000,000 shares here.......

[mcfly02] 17/4/2020 08:44

Note how they haven't said what the current bank balance is ???

[mcfly02] 17/4/2020 08:40

This post isn't aimed at the good people here and stops the spam idiot.


Good Morning 😃

It's the proven liar here 😂😂&#128514;

Who was it that went against the blog flow of top ups and advice to buy more from the blog super heroes ???

How many have egg on their faces this morning ???

GoatCam, only for people with more than one brain cell.

[urals] 17/4/2020 08:31

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] 17/4/2020 08:30

https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling  1 , LANSDOWNE (who are acting for/via 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] 17/4/2020 08:30

Sale implementation agreement entered into GKP and Buyers CNPC last June The new CFO appointment was part of the deal.He's STILL LIVES in Doncheng district Beijing.Handy really as CNPC the new owners HQ same spot. :)))Clowns mugging you out here , on behalf of Morgan Stanley and j p Morgan who have bought a minimum of 8,000,000 in last month as Sake approaches.Don't be mugged out by the clowns here.

[urals] 17/4/2020 08:30

If something is worth saying once its worth saying at least 25,000 + times Ask Bigdog the Yankee ConDogMorgan Stanley J P Morgan doing their talking with their cash , they now own over 45,000,000 shares here.......

[mcfly02] 17/4/2020 08:28

Good Morning 😃

It's the proven liar here 😂😂&#128514;

Who was it that went against the blog flow of top ups and advice to buy more from the blog super heroes ???

How many have egg on their faces this morning ???

GoatCam, only for people with more than one brain cell.

[atino] 17/4/2020 07:38

(LOL, Snippet 🙇‍a94;️) Only 9% of Britons want life to return to "normal" after the coronavirus outbreak is over, a survey suggests.

People have noticed significant changes during the lockdown, including cleaner air, more wildlife and stronger communities.

👉🏻More than half (54%) of 4,343 people who took part in the YouGov poll hope they will make some changes in their own lives and for the country as a whole to learn from the crisis.