Gulf Keystone Petroleum Share Discussion Threads

[steephill cove] 25/12/2021 02:35

As Warren Buffett has always explained, the best way to value anything is by the cash flows it produces. If you cant value something, its inherently speculative. To buy something without having some idea of its intrinsic value is akin to flying without radar. You may think you know the way, but once clouds set in you realise youre flying blind. The Wall Street Journal recently explained how value stocks could be the best antidote to inflation. As the WSJ points out, value stocks beat growth stocks in the 40s, 70s, 80s and 00's all times of higher inflation. History has also shown that one of the best hedges against inflation is undervalued stocks WITH pricing power. Inflation can seriously impact an unprotected equity portfolio - the good news is that long history has shown holding commodities, especially oil and copper and their equities offers the best protection against rising inflation. Over the last 25 years oil and its equities have outperformed every major asset class as a hedge against inflation - it's a type of asset that tends to increase rapidly during inflationary periods. O&G equities 'pricing power' in 2022 * The underlying asset(Oil) has the best long term hedge performance against inflation * The 2020 pandemic driven record low oil price has seen the leading survivors of the industry become very lean, low cost producers - generating record operating margins that provide great investment upside potential and downside protection. * Operating Cash Flows within the sector have already bounced back strongly to record levels off the back of oil recovering to average just $73/bbl in 2021 - a price that is less than 40% of its inflation adjusted 2008 peak and, still more than $15 below its 10 year trailing average price adjusted for inflation. Outlook: With the O&G equities sitting close to 20 year low valuations - combine the tremendous inflation hedge potential and 2022 'pricing power' of the underlying asset together, with a very low cost O&G sector generating record cash flows; and it strongly suggests O&G equities look extremely well positioned(at an average of the current $70-75 Brent price), for a very strong, perhaps even explosive performance in 2022. AIMHO/DYOR

[fairenough11] 24/12/2021 21:19

Merry xmas to all holders.

Remember Cove?

Always shenanigans before THE PRIZE is landed.

LTers deserve the big pay day.Just got to make sure you're holding the max when it arrives.

[releasethekraken] 24/12/2021 20:38

Sold before New Year

[goatcam] 24/12/2021 20:21

SOLD BEFORE NOVEMBER 25th 2022. YOU HEARD IT HERE FIRST #GoatCam

[releasethekraken] 24/12/2021 20:05

Sold before New Year

[nestoframpers] 24/12/2021 19:56

Happy Christmas to all the long and strongs, even you notout ;o).

And Good luck in 2022 we are going to need it I fear.

[goatcam] 24/12/2021 19:01

Nice time for a 2021 summary.

$100million in dividends.. WITH MORE TO COME
Buyback at the ready
FDP Submitted
On route to 55k in a few weeks
Oil price $75
Massive monthly payment due any day.
POTENTIAL TAKEOVER TARGET
All brokers have a BUY/Strong BUY on the stock. Target price £2.95!

2022 looks like it will be a fantastic year for GKP. £1.75 is a great price to get in at for some great gains next year.

Ho Ho Ho

[bigdog5] 24/12/2021 18:07

A good time for a quick summary of the year for you suckers.

55k a day that was imminent early 2021, no.
Oil Law, no.
FDP no.
The latest CPR that you all expected would find some Kozel BS barrels, no.
In fact there was a material reduction to the numbers in latest CPR.
Failings at S9, S12, S13 (as predicted) and S14(?) mean another.
That to any logical investor would prove the Kozel BS barrels don't exist.
Buybacks that I maintain are a total waste of needed funds, no.
But divis paid to enable the rampers to buy new rose tints, yes.

SP 1.7p notwithstanding all the help from the OP that many are now predicting to fall as there is going to be an oversupply in the coming months.

There you go suckers:-)

[bigdog5] 24/12/2021 17:49

Wrong again highlander7, well done, 10 years of predictions and still you've managed to get naff all correct:-)

[gazebo79] 24/12/2021 14:21

His job is not quite complete yet.

[eyesandears] 24/12/2021 13:38

Hope you are allowed a day off tomorrow Thick Dog🤡💩;😂🤣😂

[goatcam] 24/12/2021 13:00

Happy Christmas CNPC’s little helpers

[mr_todd_f_kozel] 24/12/2021 12:49

Happy Christmas CONDOG #27,329

[1waving] 24/12/2021 12:33

Officer Digby -- Wrong yet again !!!!!

In Bold in the article

" Of the 38,615,491 vaccinated individuals included in our study, 385,508 (1.0%) were admitted to hospital with or died from cardiac arrhythmia at any time in the study period "

.and directly from the Nature Medicine study:--

" Cardiac arrhythmia
Of the 38,615,491 vaccinated individuals included in our study, 385,508 (1.0%) were admitted to hospital with or died from cardiac arrhythmia at any time in the study period (either before or after vaccination); 86,754 (0.2%) of these occurred in the 1-28 days after any dose of vaccine. Of those who were admitted or died 39,897 (10.3%) had a SARS-CoV-2 positive test, with 29,694 (7.7%) having a positive test before vaccination. There were 7,795 deaths with cardiac arrhythmia recorded as the cause of death (1,108 had a SARS-CoV-2 positive test). Table 2 shows the percentages of patients with cardiac arrhythmia events in the risk period who had a positive SARS-CoV-2 test before vaccination by vaccine type and dose. "

.

[goatcam] 24/12/2021 12:28

doggy doggy how much is that doggy in the window...£30k woof woof. Lets hope many children aren't gifted a doggy this Christmas, which will just end up unloved and frustrated by April... barking and barking but just being constantly ignored.

A dog is for life, not just for Christmas.

[bigdog5] 24/12/2021 12:21

I note that there's disorder in the ranks of the rampers, lol. Turning on themselves, never a good sign. And another is, still no payment.

The engaging not going well then? Relationship at new depths? Well at least something achieved new depths as the company failed with S12 innit, lol. I'm so funny innit:-)

So for the 8th year running all of Paul the Stockport clowns's predictions have failed. As if they were going to do anything else, lol.

I reckon if anyone becomes interested in a few barrels of very heavy you could achieve £1.68(500m less another downgrade of Reserves and then 58% of that number, 275m at $1.5pb, (generous I know) cash at Bank $175m, minus debt of $100m and convert to £'s plus say 15% premium divide by 210m shares which would total just shy of £2 (really 2p).

However there is of course the unknowns of the hosts and their ability to alter anything they want. I've mentioned many times they will not be impressed with the performance from the company over 12 years so one shouldn't discount what they did with Genel and believe it couldn't happen here.

Aimho and you're very welcome:-)

[officerdigby] 24/12/2021 12:14

Goatcam would it not be funny if you were just another part of Paul's brain..Existing intermittently. Between the seizures.

[mr_todd_f_kozel] 24/12/2021 11:53

SOLD BEFORE CHRISTMAS

[goatcam] 24/12/2021 11:43

It’s possible. But more likely a takeover by CNPC

[officerdigby] 24/12/2021 11:11

Re-take over by KRG.
By 31/01/2022