Gulf Keystone Petroleum Share Discussion Threads

[mrtoddkozel] 12/7/2021 12:05

TR1I'd have expected by nowUnless PDMR are now "insiders" a deal

[highlander7] 12/7/2021 11:57

"They won't want to be sharing these proceeds with Baghdad "

I agree , buts that the issue that the HCL will resolve because Iraq still lays claim to Shaikan claiming the PSC is illegal. In spite of the fact XOM proved otherwise all these years ago.

But what is also correct is that this potential issue will be resolved by Sinopec with support from the Iranians.

IMO

[mrtoddkozel] 12/7/2021 11:44

No corporate transaction in 20 years has required an HCLThe MNR are almost certainly one way or another major equity holders to bootThey won't want to be sharing these proceeds with Baghdad.

[k4n4k] 12/7/2021 11:43

I'm sitting with HNWI having a coffee. We agree GKp is worth £170 a share.
👍

[pensioner2] 12/7/2021 11:38

I don't take issue with that logic but I still think they want HCL before putting pen to paper.

[mrtoddkozel] 12/7/2021 11:33

OAPThe reasons you and nest are wrong are many fold.The prime evidence is that no buyer would ever commit without undertaking their own tech DD on the field.That could only be done in the absence of ESP and over a very long data logging period Hence rather than move straight to esp in 2017 to swiftly expand.they didn't.leaving the field NATURAL pressure gradients to be measured across all wells .That data logging ended April 2018.Sales implementation agreement can often be in place 5 years before sale closed.Shell and BG. For example :)

[pensioner2] 12/7/2021 11:14

Agree with you on that one, NOR.

[ian_hannam] 12/7/2021 10:24

In my opinion the company with the MNR blessing entered a sale implementation agreement probably 3 yrs ago.Hence they didn't accelerate production,(fit esp) rather let buyers have 18 months data logging and modelling Shaikan.

[nestoframpers] 12/7/2021 10:19

IMO the Kurds have told suitors that GKP will not be up for sale until the HCL , this is the mechanism by which they can wait until the time is right for them, IE POO all the way up , once it is past $80 we might get sold , only then will we see HCL done in swift order.

[ian_hannam] 12/7/2021 10:06

Wood Mackenzie valuing SHAIKAN at minimum indicative technical evaluation $8/BoeThat's 12 QUID PER SHARE minimum.You can see why the CLOWNS here 24/7 trying to encourage you to sell.Great thing is they never stopBIGGEST BUY AND HOLD signallers EVER. TAKEOVER ANNOUNCEMENT/HOSTILE ON ITS WAY

[ian_hannam] 12/7/2021 10:05

Hold BUY as MANY MORE AS more as you can. Buy Back announced tomorrow ? Can't be far away. Perella Weinberg BOSSING the end game..... COMPANY buying + PREDATORS , plus MAJOR SHAREHOLDERS With zilch free stock super low liquidity, and LTH and HNWI also reinvesting divs, too.A huge squeeze NORTH forcing PRICE up , ultimately FORCE a bid the BOD is, prepared to   ACCEPT , and RECOMMEND or....... if NOT it has to go HOSTILEWhich will be nice :)

[bigdog5] 12/7/2021 10:03

No h7, its you rampers that are all living in the past.

The data from the Kozel days has altered materially and the evidence is in front of you, its just that you dismiss or ignore it.

[nestoframpers] 12/7/2021 09:37

GKP is looking very attractive now at 14.5 Mill Blls per year. It was us early PIs that raised the cash for the CAPEX through having our investment diluted , so it us that should be getting the Divis not the late arrivals, we will be remembered at the TO IMO

[ian_hannam] 12/7/2021 09:24

Hold BUY as MANY MORE AS more as you can. Buy Back announced tomorrow ? Can't be far away. Perella Weinberg BOSSING the end game..... COMPANY buying + PREDATORS , plus MAJOR SHAREHOLDERS With zilch free stock super low liquidity, and LTH and HNWI also reinvesting divs, too.A huge squeeze NORTH forcing PRICE up , ultimately FORCE a bid the BOD is, prepared to   ACCEPT , and RECOMMEND or....... if NOT it has to go HOSTILEWhich will be nice :)

[highlander7] 12/7/2021 08:16

They are all still living in the past. This is a Company with exceptional medium /long term potential.

IMO

[steephill cove] 12/7/2021 08:06

GKP has already retested 200p + after a 52 week high at 202.5p and it is now a bull flag breakout targeting 300p, looking highly likely too with:-

1) Peel Hunt set a GKP BUY target of 275p per share on 11/6.

2) GKP MACD is about to turn upwards on the GKP chart after the 1st GKP Dividend pay out was made on 2/7.

3) The 2nd GKP Special Dividend payment is due to be paid in just 28 days time on 6/8 & there will be increased institutional & PI buying pressure to buy in & qualify for the Special Dividend by 29/7 (T+1) before the record date cut off of 30/7.

4) GKP about to imminently launch a 10 percent share buyback of 21.3 MILLION shares & then retire them.

5) Shaikan 13 well has been in progress ahead of schedule & the drill results are due any day now, taking GKP Shaikan BOPD production up from circa 43600 BOPD to 50000 BOPD.

6) Shaikan I to commence shortly after Shaikan 13 result & also the fitting of 2 ESPs into existing wells to raise GKP Shaikan BOPD production up from 50000 to 55000 BOPD by Q4 2021

Miss in, miss out ;-)

[highlander7] 12/7/2021 07:27

Not All "lunatics" get off with it. Vis :-

Twitter 'troll' to pay Stephen Nolan six-figure sum in damages

[ian_hannam] 12/7/2021 02:16

Wood Mackenzie valuing SHAIKAN at minimum indicative technical evaluation $8/BoeThat's minimum.You can see why the clowns here 24/7 trying to encourage you to sell.Great thing is they never stopBiggest buy AND HOLD signallers EVERTAKEOVER ANNOUNCEMENT/HOSTILE ON ITS WAY

[ian_hannam] 12/7/2021 02:15

on most PRUDENT of BOE/2P, even reflecting that the current CPR is a SUBSET of true recoverable, we look at $8/boeGiving a MINIMUM takeover value of 12 quid a share........Its almost certainly going to be well north of that, as the competition would be HUGE .See why the Fruitcakes here 24/7??? Telling you its worth F All......LOLOL Every share they can prise from retail down here is probably saving them 20/30/40 squid a share, later. Fil yer boots

[nestoframpers] 12/7/2021 00:09

2021-07-09 11:37

Shafaq News/ The U.S. Department of Defense ruled out resorting to a "military solution" to respond to the attacks targeting U.S. forces in Iraq.

Sky News channel reported that the Pentagon said, "Our biggest challenge in the region is Iran and its support for terrorism," adding, "the attacks against American forces in Iraq are orchestrated by Iran and the militias it supports."

"We are still monitoring Iranian-backed militias in Yemen that are attacking our partners in Saudi Arabia", it added, noting, "There is no military solution to the threats we are witnessing in Iraq. What we want is to see a stable and sovereign Iraqi government."

hxxps://shafaq.com/en/Iraq-News/Pentagon-rules-out-resorting-to-a-military-solution-in-Iraq

[frenchybannedme] 11/7/2021 23:31

Unfortunately, it seems the majority of Ingerland supporters are fat white blokes with fat kids, that they are training to be the future fat white blokes that support Ingerland.

It's a bit embarrassing, really.

[nestoframpers] 11/7/2021 23:07

Mr Bean waiting for Football to come home

[nestoframpers] 11/7/2021 22:57

Well done Italy , but ENI will not get Shiakan , they can't afford it.