Gulf Keystone Petroleum Share Discussion Threads

[guypender] 13/6/2021 09:21

Spot on SC

[ammu12] 13/6/2021 09:19

Expecting gkp money moving into genel.Peeps booking profits and getting it into genel

[ammu12] 13/6/2021 09:19

Next week is all about genel

[fairenough11] 13/6/2021 09:15

SC,
Bang on the money.It actually all adds up.Great summary.

[bumkin] 13/6/2021 09:05

632060 excellent SC, a great and accurate summing up 👍👌

[mrtoddkozel] 13/6/2021 09:04

HTTPS://twitter.com/OilGasTracker/status/1402605744965496834?s=19

[mrtoddkozel] 13/6/2021 09:04

Agree with most all.The chief commercial officer despite being gifted truckload of vested options, bought more as well....Because this has been an obvious takeover in waiting since the restructuring, it's been all about any offeror(s) building as much cheap toe hold pre any agreed or hostile deal.The fact 40% sits outside top 10 holders means some parties (hopefully a company proxy as well a stake the co can cancel to drive free stock even tighter ) and suitors have some decent chunks.Imo now we are very close to hopefully a very competitive auction.The fact that a non indy has had to be removed, and the fact the co went to the trouble of telling us outsiders so, means we very very near.HTTPS://twitter.com/GoodnightCharl1/status/1403210620997144577?s=19Fill your boots

[mrtoddkozel] 13/6/2021 09:00

Jon Harris the new CEO of GKP is clearly a man on a mission.That mission is to release the value in Shaikan & to increase the GKP SP, so that a hostile predator will have to pay fair market value.He set his stall out from the get go, with a personal Director share purchase of 30000 GKP shares @ 171p per share on 14/4/21 costing him 51165 pounds sterling.He put his money where his mouth was & immediately got skin into the game, no doubt influenced & advised too by fellow board members who had made astute GKP purchases in the prior year.Garrett Soden (Non Executive Director) who purchased of 70000 GKP shares @ 92p per share on 15/7/2020 costing him 64666 pounds sterling & Ian Weatherdon (CFO) who purchased 50112 GKP shares @ 80p per share on 1/5/2020 costing him 39989 pounds sterling.Jon Harris clearly saw value at 171p on 14/4/2021 & since then he has made fundamental decisions to drive the GKP share price forward.1). Announcement of Dividend.2). Announcement of Special Dividend.3). Announcement of GKP share buyback of upto 10 percent of all stock, which will be retired from the marketplace.4). Restart of GKP upgrade to 55000 BOPD.5). Bringing forward the delivery timeframe of the GKP BOPD upgrade.6). Set out his intention to accelerate the timeframe of the GKP Field Development Plan & the move to 75000; to 85000 & then 110000 BOPD.As a result GKP are now firmly in the shop window.It is my belief that GKP have been carefully advised by Perella Weinberg & in particular Daniel Yergin, because GKP is clearly The Prize in Kurdistan.A Supergiant onshore oilfield with one of the lowest lifting costs per barrel on the planet, namely $2.5 to $2.9/bbl gross unit Opex.Indeed Perella Weinberg have a direct link with their former employee, Gabriel Papineau-Legris sitting as CCO sitting inside the GKP boardroom, (which ironically GKP do not openly state this link, in their Board & Management Senior Management biography for him on the company website).International Oil Companies hands are being forced through competitive pressure & now they know it.Peel Hunt setting a GKP buy target of 275p per share on 11/6/2021 is merely the opening gambit in the start of an overall GKP rerating.IOCs have two clear choices.Right now, they will have to pay a more appropriate rate for every GKP share they purchase daily on the sly, via a Concert Party approach & they will need to accelerate those GKP share purchases more quickly.Or they delay & the overall cost of taking out GKP at a later stage will become far greater, through points 1 to 6 above, being underpinned by a rising oil barrel price & an ever tightening oil supply, as the world begins to start to unwind out of the COVID19 pandemic.Former Senior GKP Board Members, have the inside track.Their recent individual actions underpin the above.Jon Ferrier ex CEO GKP (999453 GKP shares) now owns 0.46 percent of GKP.Sami Zouari ex CFO GKP (861162 GKP shares) now owns 0.40 percent of GKP.A hostile predators hand is being forced & that is another 0.86 percent of GKP, that will be safely held & they will not prise out until takeover.Ex GKP CEO Jon Ferrier & ex GKP CFO Sami Zouari, were never really known for their urgency with GKP, but both have all of a sudden vested & taken GKP shares rather than huge personal tax paid cash windfalls.They know things are hotting up.New CEO Jon Harris has taken very positive steps, providing strategic clarity through visible leadership & first class communication press releases, that are clear & easy to understand.PI investor confidence is returning & the GKP story is about to play out, before our very eyes to a successful conclusion.

[klassic] 13/6/2021 08:50

Next week is about payment receipts

[ammu12] 13/6/2021 08:39

Next week is all about genel

[bubblingup] 13/6/2021 08:35

Nicely done Steephill!

[mrtoddkozel] 13/6/2021 08:29

Agree with most all.The chief commercial officer despite being gifted truckload of vested options, bought more as well....Because this has been an obvious takeover in waiting since the restructuring, it's been all about any offeror(s) building as much cheap toe hold pre any agreed or hostile deal.The fact 40% sits outside top 10 holders means some parties (hopefully a company proxy as well a stake the co can cancel to drive free stock even tighter ) and suitors have some decent chunks.Imo now we are very close to hopefully a very competitive auction.The fact that a non indy has had to be removed, and the fact the co went to the trouble of telling us outsiders so, means we very very near.Fill your boots

[k4n4k] 13/6/2021 07:35

So important for CEOs to align themselves with their shareholder's interets. Just follow the money like the ex-company holders.

[steephill cove] 13/6/2021 07:25

Jon Harris the new CEO of GKP is clearly a man on a mission.

That mission is to release the value in Shaikan & to increase the GKP SP, so that a hostile predator will have to pay fair market value.

He set his stall out from the get go, with a personal Director share purchase of 30000 GKP shares @ 171p per share on 14/4/21 costing him 51165 pounds sterling.

He put his money where his mouth was & immediately got skin into the game, no doubt influenced & advised too by fellow board members who had made astute GKP purchases in the prior year.

Garrett Soden (Non Executive Director) who purchased of 70000 GKP shares @ 92p per share on 15/7/2020 costing him 64666 pounds sterling & Ian Weatherdon (CFO) who purchased 50112 GKP shares @ 80p per share on 1/5/2020 costing him 39989 pounds sterling.

Jon Harris clearly saw value at 171p on 14/4/2021 & since then he has made fundamental decisions to drive the GKP share price forward.

1). Announcement of Dividend.
2). Announcement of Special Dividend.
3). Announcement of GKP share buyback of upto 10 percent of all stock, which will be retired from the marketplace.
4). Restart of GKP upgrade to 55000 BOPD.
5). Bringing forward the delivery timeframe of the GKP BOPD upgrade.
6). Set out his intention to accelerate the timeframe of the GKP Field Development Plan & the move to 75000; to 85000 & then 110000 BOPD.

As a result GKP are now firmly in the shop window.

It is my belief that GKP have been carefully advised by Perella Weinberg & in particular Daniel Yergin, because GKP is clearly The Prize in Kurdistan.

A Supergiant onshore oilfield with one of the lowest lifting costs per barrel on the planet, namely $2.5 to $2.9/bbl gross unit Opex.

Indeed Perella Weinberg have a direct link with their former employee, Gabriel Papineau-Legris sitting as CCO sitting inside the GKP boardroom, (which ironically GKP do not openly state this link, in their Board & Management Senior Management biography for him on the company website).

International Oil Companies hands are being forced through competitive pressure & now they know it.

Peel Hunt setting a GKP buy target of 275p per share on 11/6/2021 is merely the opening gambit in the start of an overall GKP rerating.

IOCs have two clear choices.

Right now, they will have to pay a more appropriate rate for every GKP share they purchase daily on the sly, via a Concert Party approach & they will need to accelerate those GKP share purchases more quickly.

Or they delay & the overall cost of taking out GKP at a later stage will become far greater, through points 1 to 6 above, being underpinned by a rising oil barrel price & an ever tightening oil supply, as the world begins to start to unwind out of the COVID19 pandemic.

Former Senior GKP Board Members, have the inside track.

Their recent individual actions underpin the above.

Jon Ferrier ex CEO GKP (999453 GKP shares) now owns 0.46 percent of GKP.

Sami Zouari ex CFO GKP (861162 GKP shares) now owns 0.40 percent of GKP.

A hostile predators hand is being forced & that is another 0.86 percent of GKP, that will be safely held & they will not prise out until takeover.

Ex GKP CEO Jon Ferrier & ex GKP CFO Sami Zouari, were never really known for their urgency with GKP, but both have all of a sudden vested & taken GKP shares rather than huge personal tax paid cash windfalls.

They know things are hotting up.

New CEO Jon Harris has taken very positive steps, providing strategic clarity through visible leadership & first class communication press releases, that are clear & easy to understand.

PI investor confidence is returning & the GKP story is about to play out, before our very eyes to a successful conclusion.

[steephill cove] 12/6/2021 23:07

Peel Hunt set GKP buy target of 275p per share on 11/6 ;-)

[eddie47] 12/6/2021 22:39

Oil prices may be getting 'set up' for a supply squeeze, says analyst

[smallukdog] 12/6/2021 20:37

Yet another clue for IMMINENT TAKEOVERNon independent exec axed with immediate effect from audit and risk committee

[smallukdog] 12/6/2021 20:37

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

[ammu12] 12/6/2021 19:35

Next week is all about genel energy...undervalued by atleast 20% compare to gkp...

[mrtoddkozel] 12/6/2021 17:12

Yet another clue for IMMINENT TAKEOVERNon independent exec axed with immediate effect from audit and risk committee

[mrtoddkozel] 12/6/2021 17:12

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

[bigdog5] 12/6/2021 16:44

Any takeaway has only ever resided in Paul's multi aliases posts.

A cheap merger is the best you clueless rampers can expect due to the fact that the hosts have always favoured a consolidation.

They always get what they want because they make the rules up to suit themselves as history proves. They control all.

Also its very likely they would view such a merger as a way of wiping out most/all of their debts to the producers.

It would also suit having only one company to deal with and control.

Just a mull?

[smallukdog] 12/6/2021 12:05

Yet another clue for IMMINENT TAKEOVERNon independent exec axed with immediate effect from audit and risk committee

[smallukdog] 12/6/2021 12:05

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