Gulf Keystone Petroleum Share Discussion Threads

[0ili0] 11/7/2022 22:27

^^^^not what she said 👎

[bigdog5] 11/7/2022 22:19

Rampers delusions, fantasy, invented excuses, BS and lies always require to be challenged imho.

Stupidity in believing what the clueless rampers serve up year after year when all the clues and evidence tell a different story deserve mocking.

You're welcome.

[releasethekraken] 11/7/2022 21:04

LSE bashers putting in serious sentiment degradation works.The effort extraordinaryNever stops ??

[releasethekraken] 11/7/2022 21:03

HTTPS://twitter.com/GoodnightCharl1/status/1545426042990592001?s=20&t=URPaAMLIDviyEtMyWBrSrQ

[releasethekraken] 11/7/2022 21:03

HTTPS://twitter.com/111notout1/status/1544544582427443200?s=21&t=iMy_dnPR4IwLFI8PX8AFaQ

[habshan] 11/7/2022 21:01

Sounds like you should sell your "modest holding" then Broadford.

FAR too risky for someone of your disposition.

[broadford bay] 11/7/2022 20:54

Well, it might be a different road but I would hardly call it a motorway.

The final payments of the Glencore bond (the $500M prepayment one) are due Dec-22 I believe.
Unless the KRG want to sell their K-Blend on the spot market at a larger discounts than the present $12/bbl (not to be confused with the $21/bbl GKP discount), they are going to need another prepayment deal from Dec-22.
The current Glencore deal defines the $/bbl export price discount to Brent - but this depends on Glencore's trading associates and associated refineries being willing to accept "doubtful cargos".
In the event that the Iraq Supreme Court blackballs the K-Blend, or finds some way to qualify the content thereof (as being from the 4+3 blackballed producers), I would expect a significant effect on any realisable $/bbl export value - and that will spill down to greater discount for SH crude.

[0ili0] 11/7/2022 19:50

^^^what he said 👍

[bigdog5] 11/7/2022 19:20

Any signs of the FDP that harriethighlander told you all was signed 8/9 months ago?

How can the company convince the hosts they can afford any FDP when they have the costly gas flaring, pressure issues, water handling, more wells and pumps plus another PF to pay for? How could the hosts possibly believe them?

Is it expected that Baghdad will back down over what they want? Or is it more likely that Erbil will have to climb down and accept the inevitable?

Someone suggested to me recently that they thought the BoD had "given up".

Bank balance being run down, huge divis being paid out, no sign of the FDP, 55k a day and with all the very expensive problems to fix, is the white flag about to be raised? Were they having a mull:-)

[bigdog5] 11/7/2022 19:06

But Carroll haven't you put in huge efforts via many different monikers over 9 years all in order to con your fellow morons and the unsuspecting?

[bigdog5] 11/7/2022 19:04

highlander711 Jul '22 - 16:31 - 657692 of 657695
0 4 0

"The ICG will never be allowed to control Kurdistan. The US will see to that. Its a negotiation and the Kurds have to recognise that and stop seeing it as a threat".

Did you mean control Kurdistan or their Oil Industry?

Arguably if Baghdad control Kurdistan's oil industry they will have a huge amount of control over all else. Baghdad don't pay the budget and "lean" on others (buyers, traders, equipment providers, oil companies, service companies) as regards sanctions where is Erbil's revenue coming from? We've been down this road before and Erbil had to borrow $billions from the oil traders just to survive, let alone pay the producers. Baghdad have the clout to get their way, do Erbil? As for the Yanks they appreciate that Iraq can materially up their production. Companies have and continue to exit Koruptistan. Those that haven't gone bust of course looking for any of the hosts mythical 45b:-)

[releasethekraken] 11/7/2022 18:51

HTTPS://twitter.com/111notout1/status/1544544582427443200?s=21&t=iMy_dnPR4IwLFI8PX8AFaQ

[releasethekraken] 11/7/2022 18:49

LSE bashers putting in serious sentiment degradation works.The effort extraordinaryNever stops ......

[releasethekraken] 11/7/2022 18:48

HTTPS://twitter.com/GoodnightCharl1/status/1545426042990592001?s=20&t=URPaAMLIDviyEtMyWBrSrQ

[attyg] 11/7/2022 17:07

P2 - you are right - I picked up an incorrect cents per share dividend.
Oh well, maybe the next one will be 20p!

[highlander7] 11/7/2022 16:37

Thats why he might be useful as PM. He is also a Kurd.

[urchin1] 11/7/2022 16:35

I didn't know that 'Nadhim Zahawi' was once on GKP's payrollA Chemical Engineer by trade!

[highlander7] 11/7/2022 16:31

The ICG will never be allowed to control Kurdistan. The US will see to that. Its a negotiation and the Kurds have to recognise that and stop seeing it as a threat.

IMO

[thebabe] 11/7/2022 16:07

LSE bashers putting in serious sentiment degradation works.The effort extraordinary

[0ili0] 11/7/2022 15:14

Plenty of kacke from team troll 🤦‍a94;️

🇦🇹⛷️㇊5;🇪🏦

[pensioner2] 11/7/2022 14:48

We need 1.15 pound/dollar for 20p div.

[attyg] 11/7/2022 14:47

I don't think the sterling:$ FX rate impact is fully appreciated by the market.
We keep referring to GKP revenue; profit and cash generation in currency GKP reports on - ie $ - but we are looking at the share price in sterling.

Sterling has weakened by more than 10% in less than a year - where is that factored into our sp?

oh well, just hold for the dividends and the eventual sale.

[giant_canine] 11/7/2022 14:46

about 19.4 as of now - could breach 20p need pound to collapse further - which is possible.
Just think how attractive this looks for IOC - the buyout will be in $

[attyg] 11/7/2022 14:43

I'm making the dividend 20p - sterling getting weaker against the $