Gulf Keystone Petroleum Share Discussion Threads

[jackpotjack] 30/8/2022 08:20

Agree but with winter coming, hurricane season, the Iran deal that will never happen, opec saying they will cut if oil heads under $100, gas to oil conversion for power and the last 5 years complete under investment in oil drilling and our market melting Divi %......Surely £3 is possible :-)

[nestoframpers] 30/8/2022 08:19

longwell filtered , never seen him before.

[tri harder] 30/8/2022 08:16

Rogerramjett,Totally agree with your last few comments! So many dreamers on these boards it's shocking! Regards

[shortsqueezer] 30/8/2022 08:15

Good start. Brent also 104.61 which is nice

[giant_canine] 30/8/2022 08:13

Stake building has kept the price suppressed, as this utter no brainer of takeover has been obvious since restructuring.If they let the price go retail would buy more...

[giant_canine] 30/8/2022 08:12

You are wrong no hope about it.Filtered

[rogerramjett] 30/8/2022 08:12

GC. I hope so. I hope I'm wrong.

[longwell] 30/8/2022 08:12

Very little chance of a take over. This is a cash cow and will be viewed as one. Divest returns for diversification and hedge against future oil capitulation and you will be very well off. All these prices are pie in the sky, enjoy the ride. The large dividends, may they continue and keep the emotion out.

[giant_canine] 30/8/2022 08:09

Stake building has kept the price suppressed, as this utter no brainer of takeover has been obvious since restructuring.If they let the price go retail would buy more........So all things end.Let's see what next few days brings

[giant_canine] 30/8/2022 08:07

You are wrong.

[rogerramjett] 30/8/2022 07:57

Thanks Highlander7. Appreciate the binnage. I hope the takeover does happen. Just been involved with a few and although some signs are there the share price is not reacting in the right way. I would love to be wrong and get £40, £30 per share. I would even be happy with £20. Just not seeing it. I will gladly admit I got it wrong if it happens. I'm a shareholder and dividend collector so remaining invested regardless.

[ozzmosiz] 30/8/2022 07:48

If we dont get 10x then 9x will do

[highlander7] 30/8/2022 07:39

Rogerramjet ...Binned.

Yet another one.

[aimmafia] 30/8/2022 07:16

If you havent looked at #CGO then you really should, 200-300 percent upside very near termCurrent Share Price: 7.5pTarget Share Price: 30p in Q4 when 2nd offtake agreement lands and we are earning $10million a year from 1st offtake.Offtake 1: 10,000 tonnes per month of washed coking coalSale Price: $120 Per TonneRevenue: $14.4 MillionEBITDA: $9.6 MillionReserves: 1.6 Billion tonnes Met Coal / Thermal Coal ( company can run for centuries )Offtake 2: in discussionAlso CGO has its Initial Modular coke Battery due to be installed in Q4 which will create even more revenue and expecting another offtake agreement to land for this also! Production will be up to 40,000 tonnes per year of raw coke with huge margins creating the below figures but I am expecting coke prices to go up even further.Modular coke battery will produce once installedMargin: $300 per tonneEbitda 2022 with module coke battery- $19.5 millionPE of 5: $100m Market Cap aprxPE of 7: $140m Market Cap aprxIn 2023 a further large battery will be installed and adding a further $45million Ebitda per year creating rough market caps of:PE5 $285 million Market Cap 2023PE7 $399 million Market Cap 2023This is obviously excluding value of gold asset and also hugely increased coking coal and coke prices.

[releasethekraken] 30/8/2022 07:15

Stake building has kept the price suppressed, as this utter no brainer of takeover has been obvious since restructuring.If they let the price go retail would buy more...

[highlander7] 30/8/2022 07:06

THE WORLD’S ENERGY PROBLEM IS FAR WORSE THAN WE’RE BEING TOLD
By Gail Tverberg - Aug 29, 2022,

Citizens around the world can sense that something is very wrong, and it looks like the economy may be headed for a serious recession in the near term.

The operation of our economy requires energy of the correct type and the right quantity. The International Energy Agency and politicians around the world have recommended a transition to the use of renewables to try to prevent climate change for quite a few years.

No politician wants to tell us the real story of fossil fuel depletion. The real story is that we are already running short of oil, coal and natural gas because the direct and indirect costs of extraction are reaching a point where the selling price of food and other basic necessities needs to be unacceptably high to make the overall economic system work. At the same time, wind and solar and other “clean energy” sources are nowhere nearly able to substitute for the quantity of fossil fuels being lost.

This unfortunate energy story is essentially a physics problem. Energy per capita and, in fact, resources per capita, must stay high enough for an economy’s growing population. When this does not happen, history shows that civilizations tend to collapse.

Politicians cannot possibly admit that today’s world economy is headed for collapse, in a way similar to that of prior civilizations. Instead, they need to provide the illusion that they are in charge. The self-organizing system somehow leads politicians to put forward reasons why the changes ahead might be desirable (to avert climate change), or at least temporary (because of sanctions against Russia).

[rogerramjett] 30/8/2022 07:00

I'm not suggesting a buyout may not be possible or even being worked on in the background. I don't even feel the valuation estimates are miles off. My concern comes from current market price and what is realistically achievable. Its not often that someone will step in and pay 10 x current market price for something. We may think the market is dysfunctional but is it ? Does it not actually price or value according to perception. If an offer for even £20 was to materialise would the share price not be higher now ?