Gulf Keystone Petroleum Share Discussion Threads

[urals] 22/6/2020 06:11

Algert Global stake over 6,000,000 actually now up to 2.92%as at June 1#GKPDeal ( in public) nears Voleon capital built short posn to help hedge fund mates build a 2.84% Alhert Global rather bigger LONG position of now near 3% ( hit top ten from know where ?)Berkeley Yankee "Quants" you gotta love themT/0 ( poss hostile battle ) incoming?

[urals] 22/6/2020 06:10

LATEST BROKER NOTE.Arden Partners new GKP broker note. key points:* Target Price 260p “BUYâ€?* they have increased the GKP core Net Asset Value from 222p to 225p, while their total risked NAV has increased from 296p to 299p (unrisked NAV 357p)* they say “While the exact timing of (the 55,000 bopd) restart is currently uncertain, when the project was suspended earlier this year it was around six months from completion, meaning increased production should come through relatively quickly once the project is taken up again.* they say their view “remains that Gulf Keystone will come through the current period of low oil prices and delayed KRG payments, and as a producer the shares are well set to rebound strongly when the oil price does begin to recover (all the more so given the KRG payment exposure). Beyond this the company should then see growth relatively quickly from completing the current upgrade project to take Shaikan to 55mbbl/d gross, and with subsequent potential to take this to over 100mbbl/d gross on further development phasesâ€?

[urals] 22/6/2020 06:10

As Takeover nears top 4 insti holders all buying aggressively over past 8 weeks.PLUS new entrant Algert Global hedge funds suddenly appears in the top 10 after adding over 6 million shares in past 4 monthshttps://www.gulfkeystone.com/investors/shareholder-analysis/

[highlander7] 22/6/2020 05:12

Sound familiar ?

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THE NARCISSIST

The narcissist is a pathological liar. They lie compulsively to make their life’s appear more interesting, to make others look small, to destroy someone’s reputation, to make themselves look better and to play the victim in circumstances they created to gain that sympathy. If caught out in their lies, they will tell more, to cover up their lies and deception. They tell the truth in misleading ways to give others incorrect perspective. A Narcissist will contradict themselves on a regular basis, lying about facts and misquoting things others have said.

Narcissists will attack the things you value most , because they know you will defend them passionately and , make no mistake , its intentional

[officerdigby] 22/6/2020 01:07

3 posters (non Paul avatars) just repeating posts? is Paul a contagious virus?

[mcfly02] 22/6/2020 00:13

David🤡

You really need some new material because your not even close, but I suppose now that Micky has gone your stuffed.

Unlike you I get new pieces to this jigsaw everyday and the latest pieces paint an alarming picture.

It's funny how I get to meet the people who steer your investment and shortly I guarantee one of the main ones will be requesting lunch in the near future.

Keep trying David 🤡 Because it's clear you are failing no matter how many avatars you use on here and the LSE.

[bigdog5] 22/6/2020 00:13

The 55k a day is but a distant hyped up dream.

[steephill cove] 22/6/2020 00:02

PS:- Somebody needs to tell McFly02 about a Perella Weinberg Staggered Board anti takeover defence :-)

[steephill cove] 22/6/2020 00:01

Algert Global = Yet another USA hedge fund appears from nowhere.

$2.52Bn Assets under Management.

This is from their website:-

We look to own companies that we believe are cheap relative to peers.

We look to own companies whose earnings, we believe, will be sustainable.

We look to own companies for which market sentiment and attention is increasing such that we believe the market is likely to converge to our viewpoint and price.

They clearly believe GKP ticks every box & so do us long term PIs.

Who to believe? McFly02 or Major USA; Dutch & Swiss Financial Institutions?

Its such a hard choice ;-)

[steephill cove] 22/6/2020 00:01

McFly02:- The proof will come in a company news release (RNS). When I don't know but it will come!

Welcome to the Age of Enlightenment!

Well, that was worth waiting overnight for. We are so much more informed now...

McFly02:- More bullkaka than the Cesspit in Carry on Behind.

Comedy Gold :-)

[mcfly02] 21/6/2020 23:46

David🤡

You really need some new material because your not even close, but I suppose now that Micky has gone your stuffed.

Unlike you I get new pieces to this jigsaw everyday and the latest pieces paint an alarming picture.

It's funny how I get to meet the people who steer your investment and shortly I guarantee one of the main ones will be requesting lunch in the near future.

Keep trying David 🤡 Because it's clear you are failing no matter how many avatars you use on here and the LSE.

Oilman63-Active!

[0ili0] 21/6/2020 22:45

Tell the truth!!!!!!!!!What happened to the real Mrs O?Well, it's Toolatenow for the Worsley bird.

[frenchybannedme] 21/6/2020 21:00

There is no point in telling the McFly Avatar anything.

They are clearly a Narcissist, and will only believe the stuff going on inside their own head.

[chinese_takeover] 21/6/2020 19:38

It appears to me , that their is a FRIENDLY deal incoming.And a fear of hostile intervention.Hence staggered board , with a nebulous timing...Lol"Mr Soden will be formally appointed following completion of the appointment process...."He ain't a director quite yet.... Lololol

[steephill cove] 21/6/2020 19:18

PS:- Somebody needs to tell McFly02 about a Perella Weinberg Staggered Board anti takeover defence :-)

[steephill cove] 21/6/2020 19:00

Algert Global = Yet another USA hedge fund appears from nowhere.

$2.52Bn Assets under Management.

This is from their website:-

We look to own companies that we believe are cheap relative to peers.

We look to own companies whose earnings, we believe, will be sustainable.

We look to own companies for which market sentiment and attention is increasing such that we believe the market is likely to converge to our viewpoint and price.

They clearly believe GKP ticks every box & so do us long term PIs.

Who to believe? McFly02 or Major USA; Dutch & Swiss Financial Institutions?

Its such a hard choice ;-)

[chinese_takeover] 21/6/2020 18:52

No they already taken account oapBut more concentration the key I expect sale RNS soon However I'd rather have another buyback RNS first ....

[pensioner2] 21/6/2020 18:46

So all those percentages, Urals, will be marginally higher now after 18m shares were cancelled?

[steephill cove] 21/6/2020 18:34

McFly02:- The proof will come in a company news release (RNS) When I don't know but it will come!

Welcome to the Age of Enlightenment!

Well, that was worth waiting overnight for. We are so much more informed now...

McFly02:- More bullkaka than the Cesspit in Carry on Behind.

Comedy Gold :-)

[urals] 21/6/2020 18:06

As Takeover nears top 4 insti holders all buying aggressively over past 8 weeks.PLUS new entrant Algert Global hedge funds suddenly appears in the top 10 after adding over 6 million shares in past 4 monthshttps://www.gulfkeystone.com/investors/shareholder-analysis/

[urals] 21/6/2020 18:04

LATEST BROKER NOTE.Arden Partners new GKP broker note. key points:* Target Price 260p “BUYâ€?* they have increased the GKP core Net Asset Value from 222p to 225p, while their total risked NAV has increased from 296p to 299p (unrisked NAV 357p)* they say “While the exact timing of (the 55,000 bopd) restart is currently uncertain, when the project was suspended earlier this year it was around six months from completion, meaning increased production should come through relatively quickly once the project is taken up again.* they say their view “remains that Gulf Keystone will come through the current period of low oil prices and delayed KRG payments, and as a producer the shares are well set to rebound strongly when the oil price does begin to recover (all the more so given the KRG payment exposure). Beyond this the company should then see growth relatively quickly from completing the current upgrade project to take Shaikan to 55mbbl/d gross, and with subsequent potential to take this to over 100mbbl/d gross on further development phasesâ€?

[urals] 21/6/2020 18:04

Algert Global stake over 6,000,000 actually now up to 2.92%as at June 1#GKPDeal ( in public) nears Voleon capital built short posn to help hedge fund mates build a 2.84% Alhert Global rather bigger LONG position of now near 3% ( hit top ten from know where ?)Berkeley Yankee "Quants" you gotta love themT/0 ( poss hostile battle ) incoming?

[mcfly02] 21/6/2020 18:03

They say “While the exact timing of (the 55,000 bopd) restart is currently uncertain, when the project was suspended earlier this year it was around six months from completion, meaning increased production should come through relatively quickly once the project is taken up again.

Tell them the truth !!!!!!!!!!!!!!!!