Gulf Keystone Petroleum Share Discussion Threads

[mrtoddkozel] 23/7/2021 19:33

FOLLOW the SERIOUS moneyMeanwhile laugh at the clowns here LOLOLOL so CLEVER so DESPERATE they can't EVER stay away LOLOL HTTPS://twitter.com/GoodnightCharl1/status/1418582956814315520?s=19

[mrtoddkozel] 23/7/2021 19:33

Indeed lifeson TAKEOVER INSIDER'S FILL YER BOOTS Revised Shareholder Analysis out for 15th July and it makes very interesting reading.Between 1st July and the 15th, all of the top 5 shareholders haven't moved a single 1/100th of a percentage point up nor down. The same for Precision and Barclays at 9 and 10.So not a single share traded and zero reinvestment during that period. Are they all as Todd suggests "inside"?The only changes look like P.I. reinvestments at Hargreaves, etc. (all increasing their holdings).Can anyone else confirm these figures?

[mrtoddkozel] 23/7/2021 19:32

HTTPS://twitter.com/Paul47293202/status/1418629265361457154?s=19

[officerdigby] 23/7/2021 19:28

Yes Hab, and after 22 years what will GKP have to sell. That's right nothing.

H7, what GKP have to sell is the PSC, as it relates to the exploitation of the resource through and FDP that in tern determined the CPR within the time frame of the existing PSC.

All else if not in the FDP is not agreed by hosts so is not GKP's to sell.

All above that is MNR to sell to whoever.

[habshan] 23/7/2021 19:15

"Its clear to see that no Major is the slightest bit interested in a few barrels of very heavy oil and the hundred's of $miilions the "money pit" requires spending on it. They don't take 12 years to spot decent worthwhile fields before grabbing them."

Your inability to see the clues and join up the dots that are staring you in the face is just astonishing Bigdog.

Like Shaikan, Kashagan is a giant field.

Kashagan is being developed by a consortium of some of the world's biggest oil companies, ENI (17%), Shell (17%), Total (17%), Exxon (17%), CNPC (8.5%).

The reason these giant fields are developed by consortia are to spread the risk and the colossal cost of developing them and those companies are not going to commit the necessary tens or hundreds of billions necessary without being extremely sure of the risk/reward dynamics.

Exxon and BP are pulling out of southern Iraq because of reasons such as this:-

"The central problem for ExxonMobil was always and remains - that the risk/reward elements of the contract are profoundly unbalanced, a senior oil and gas industry source close to negotiations told OilPrice.com."

"The lack of a meaningful structure by which law relating to the origination, monitoring, and administration of business agreements opens ExxonMobil up to a plethora of problems in the future."

So Bigdog, to fully develop a field the size of Shaikan would require a consortium of major IOCs to spread the risks that are inherent in the development of any giant oilfield and what major IOC is going to tell it's shareholders that it's going to invest tens of billions of dollars in a region where the contracts are not recognised as being legal by what is deemed the sovereign government in Baghdad.

When asked why the company had not applied for a premium listing Sami Zouari said that the regulator sees the lack of recognition of the contracts by Baghdad as being a hurdle with respect to the legal framework.

So it doesn't matter how fantabulous the asset might be, the majors won't invest until the legal framework has been ironed out.

And that means a unified Oil & Gas Law which is apparently now a priority for the next session of the Iraqi Parliament.

And until that law comes into being the majors are happy to let us take the risk (and reward), so we carry on as we are, developing the field out of our own resources while we watch the share price grow and reap more and bigger dividends.

And we've still got 22 years left of the PSC in which to do that.

Absolutely nothing to do with the quality of the asset Bigdog and everything to do with politics.

Try to keep up.

[ian_hannam] 23/7/2021 18:59

Indeed lifeson TAKEOVER INSIDER'S FILL YER BOOTS Revised Shareholder Analysis out for 15th July and it makes very interesting reading.Between 1st July and the 15th, all of the top 5 shareholders haven't moved a single 1/100th of a percentage point up nor down. The same for Precision and Barclays at 9 and 10.So not a single share traded and zero reinvestment during that period. Are they all as Todd suggests "inside"?The only changes look like P.I. reinvestments at Hargreaves, etc. (all increasing their holdings).Can anyone else confirm these figures?

[ian_hannam] 23/7/2021 18:59

FOLLOW the SERIOUS moneyMeanwhile laugh at the clowns here LOLOLOL so CLEVER so DESPERATE they can't EVER stay away LOLOL HTTPS://twitter.com/GoodnightCharl1/status/1418582956814315520?s=19

[ian_hannam] 23/7/2021 18:59

HTTPS://twitter.com/Paul47293202/status/1418629265361457154?s=19

[frenchybannedme] 23/7/2021 18:57

The Witless Highlander is overdue for a good venomous seethe too.

You can almost hear the spit hitting the floor in those posts.

[ian_hannam] 23/7/2021 18:50

HTTPS://twitter.com/Paul47293202/status/1418629265361457154?s=19

[frenchybannedme] 23/7/2021 18:49

Ah, I was wondering where the group of Avatars obsessed by sticking things in mens' bottoms had gone.
There should be more along shortly.

Arf.




Stockport Loser
23 Jul '21 - 17:25 - 636016 of 636044
0 1 0
I've joined up all the dots, I just get a picture of Paul being dry bummed by Todd.

Fkin paper weights.

[ian_hannam] 23/7/2021 18:44

FOLLOW the SERIOUS moneyMeanwhile laugh at the clowns here LOLOLOL so CLEVER so DESPERATE they can't EVER stay away LOLOL HTTPS://twitter.com/GoodnightCharl1/status/1418582956814315520?s=19

[ian_hannam] 23/7/2021 18:36

Yes it would be no surprise if recovery boe was north of 5bn for gkp WIAt a trivial $8 boe that would be 140 quid a share minimum.....You can see why the knockers are here and at LSE constantly...TAKEOVER ANNOUNCEMENT/HOSTILE BIDIMMINENT

[ian_hannam] 23/7/2021 18:35

Indeed lifeson TAKEOVER INSIDER'S FILL YER BOOTS Revised Shareholder Analysis out for 15th July and it makes very interesting reading.Between 1st July and the 15th, all of the top 5 shareholders haven't moved a single 1/100th of a percentage point up nor down. The same for Precision and Barclays at 9 and 10.So not a single share traded and zero reinvestment during that period. Are they all as Todd suggests "inside"?The only changes look like P.I. reinvestments at Hargreaves, etc. (all increasing their holdings).Can anyone else confirm these figures?

[ian_hannam] 23/7/2021 18:35

50 quid plus Imo HSo we currently have brokers buy recommendations all around ~ £2.80 based on a CPR that represents ~ 10% of Shaikan ? So presumably this should be raised by a factor of 10 ?

[ian_hannam] 23/7/2021 18:35

FOLLOW the SERIOUS moneyMeanwhile laugh at the clowns here LOLOLOL so CLEVER so DESPERATE they can't EVER stay away LOLOL HTTPS://twitter.com/GoodnightCharl1/status/1418582956814315520?s=19

[ian_hannam] 23/7/2021 18:34

Bringing out the real fraudstersLol

[broadford bay] 23/7/2021 18:34

Cite the June-2018 BS numbers all you want, the only relevant and valid numbers at the moment are those produced by the professionals - ERCE's revised CPR released to the market on 16th Feb-2021, where the Contingent Resources no longer have "Billion" after the number.

We Understand completely that you don't want to believe the numbers, to acknowledge reality, but you can get help for that nowadays.

The company will be doing their bit to help you very shortly...

[beernut] 23/7/2021 18:31

Steephill
Is the prize a book or film.
Gla

[ian_hannam] 23/7/2021 18:31

FOLLOW the SERIOUS moneyMeanwhile laugh at the clowns here LOLOLOL so CLEVER so DESPERATE they can't EVER stay away LOLOL HTTPS://twitter.com/GoodnightCharl1/status/1418582956814315520?s=19

[ian_hannam] 23/7/2021 18:30

BIGDOG AND THE REST OF THE CLOWNS now super desperate lol26 THOUSAND 602 sentiment BS battering posts From the , INCREASINGLY DESPERATE US East coast dog.THE ULTIMATE BUY SIGNALSHis desperate efforts reaching a frenzy becausevery obvious massive premium TAKEOVER ANNOUNCEMENT in days...

[ian_hannam] 23/7/2021 18:30

50 quid plus Imo HSo we currently have brokers buy recommendations all around ~ £2.80 based on a CPR that represents ~ 10% of Shaikan ? So presumably this should be raised by a factor of 10 ?

[ian_hannam] 23/7/2021 18:29

Indeed lifeson TAKEOVER INSIDER'S FILL YER BOOTS Revised Shareholder Analysis out for 15th July and it makes very interesting reading.Between 1st July and the 15th, all of the top 5 shareholders haven't moved a single 1/100th of a percentage point up nor down. The same for Precision and Barclays at 9 and 10.So not a single share traded and zero reinvestment during that period. Are they all as Todd suggests "inside"?The only changes look like P.I. reinvestments at Hargreaves, etc. (all increasing their holdings).Can anyone else confirm these figures?

[davr0s] 23/7/2021 18:29

Yeah we are laughing at you - haven't you realised? Anyhow enough of this entertainment - the US is still open so I've got a couple of trades to sort out

[highlander7] 23/7/2021 18:28

So we currently have brokers buy recommendations all around ~ £2.80 based on a CPR that represents ~ 10% of Shaikan ? So presumably this should be raised by a factor of 10 ?