Gulf Keystone Petroleum Share Discussion Threads

[mcgullible] 21/4/2021 11:58

Expect news imo soon.They will rejig their capital structure pre the sale ANNOUNCEMENT.Expect buyback/ and/or bond issue Very soon

[mcgullible] 21/4/2021 11:44

It's ALL ABOUT the recoverable barrelsWood MACKENZIE ANALYSIS applying 35% as recovery factor to KURDISTAN fields....SHAIKAN is worth billions.Thats obvious...Hence the idiocy here and at LSE

[mcgullible] 21/4/2021 11:43

WOOD MACKENZIE attributes potential $8bn + valuation to SHAIKAN in M + A play.That's 27 quid plus with current shares in issue HTTPS://www.woodmac.com/reports/upstream-oil-and-gas-shaikan-9834258

[nobull] 21/4/2021 11:36

"Why would we be producing at a rate of only 55k bopd for the next 21 years."

I agree we might not be. At 55,000 bopd, we might get 422m out (7,665 days x 55,000 bopd) if no maintenance interruptions, no strikes, no pipeline shut downs, etc. and if the oil price stays high enough. Yes, if the 75,000 bopd expansion project completes 5 years after the 55k bopd project completes, it sounds possible, but we have to get a move on, and a lot of time has been lost. What happens if our hosts do not want to extend the PSC 5 years? How is the problem resolved?

[mcgullible] 21/4/2021 11:18

It's all about the recoverable barrelsWood MACKENZIE ANALYSIS applying 35% as recovery factor to KURDISTAN fields....SHAIKAN is worth billions.Thats obvious...

[mcgullible] 21/4/2021 11:18

WOOD MACKENZIE attributes potential $8bn + valuation to SHAIKAN in M + A play.That's 27 quid plus with current shares in issue HTTPS://www.woodmac.com/reports/upstream-oil-and-gas-shaikan-9834258

[mcfly02] 21/4/2021 11:06

Note the quick change of avatars followed by the immediate 10 votes.

Hello Google 😂🤡

[mcgullible] 21/4/2021 10:58

It's all about the recoverable barrelsWood MACKENZIE ANALYSIS applying 35% as recovery factor to KURDISTAN fields....SHAIKAN is worth billions.Thats obvious...

[mcgullible] 21/4/2021 10:36

WOOD MACKENZIE attributes potential $8bn + valuation to SHAIKAN in M + A play.That's 27 quid plus with current shares in issue HTTPS://www.woodmac.com/reports/upstream-oil-and-gas-shaikan-9834258

[habshan] 21/4/2021 10:18

"Explain how you are going to get 500m barrels of P2 out on 55,000 bopd from Shaikan before the expiry of the PSC..."

The PSC is for an initial 25 years with a further extension of 5 years by mutual agreement, so that makes 30 years.

The PSC started running at the Declaration of Commerciality in August 2012, so that takes us to August 2042.

Or more than 21 years from now.

Why would we be producing at a rate of only 55kbpd for the next 21 years.

[nobull] 21/4/2021 10:07

A good deal less frenetic than you, McGullible - I leave that for others to judge. I may post a huge table showing all your monikers over the last year and the evidence if provoked any more. All the best.

[nobull] 21/4/2021 10:05

I doubt there has been a 1459% takeover premium paid ever. Why would WoodMac blow their reputation suggesting such an event is likely?

[mcgullible] 21/4/2021 10:03

Filtered nobull seems frenetic

[mcgullible] 21/4/2021 09:57

WOOD MACKENZIE attributes potential $8bn + valuation to SHAIKAN in M + A play.That's 27 quid plus with current shares in issue HTTPS://www.woodmac.com/reports/upstream-oil-and-gas-shaikan-9834258

[nobull] 21/4/2021 09:51

If you are knowingly peddling falsehoods about WoodMac's research, then it is hard to see how you could be delusional.

[nobull] 21/4/2021 09:50

The WoodMac report is total nonsense then if what you allege is true.

[nobull] 21/4/2021 09:48

Explain how you are going to get 500m barrels of P2 out on 55,000 bopd from Shaikan before the expiry of the PSC and what level of revenue you need to get a £27 a share valuation.

[mcgullible] 21/4/2021 09:45

WOOD MACKENZIE attributes potential $8bn + valuation to SHAIKAN in M + A play.That's 27 quid plus with current shares in issue HTTPS://www.woodmac.com/reports/upstream-oil-and-gas-shaikan-9834258

[nobull] 21/4/2021 09:45

It is not possible with the terms of our PSC to get a valuation like that unless you assume an oil price very much higher than we now have e.g. $500 a barrel, and at that price, the Strait of Hormuz might be closed and Shaikan might have been blown up and the West could be in a full on hot war with Iran. It is possible, but it is not an event with a high enough probability to be investing for.

[mcgullible] 21/4/2021 09:44

Nobull is obviously a paid basher Check out his LSE avatar historyAll negative Post after posr

[mcgullible] 21/4/2021 09:44

Nobull filtered

[mcgullible] 21/4/2021 09:44

Nobull is obviously a paid basher Check out his LSE avatar historyAll negative Post after posr

[mcgullible] 21/4/2021 09:43

WOOD MACKENZIE attributes potential $8bn + valuation to SHAIKAN in M + A play.That's 27 quid plus with current shares in issue HTTPS://www.woodmac.com/reports/upstream-oil-and-gas-shaikan-9834258

[nobull] 21/4/2021 09:42

How can a long with a target price of £2.66 be a basher?

[mcgullible] 21/4/2021 09:41

Buy the report if you don't believe me