Gulf Keystone Petroleum Share Discussion Threads

[ashkv] 03/11/2022 12:12

Shorttracker is useless - For years Premier Oil / Now Harbour Energy massive short position wasn't disclosed... the funds are smarter than the toothless useless FCA

Rancho6197 - those details are not available via the basic Euroclear account.

This is the link for borrowed share data that is updated monthly based on averages for the month --> hxxps://my.euroclear.com/apps/en/monthly-stock-loan-data.html#month=eq:10&year=eq:2022&limit=13&search=1&;order=asc:abbreviation


rancho6197
3 Nov '22 - 11:53 - 662576 of 662579
0 1 0
ashkv - thank you for this data. Would you be able to say who is loaning the stock? Is it Lansdowne for example?

[thebabe] 03/11/2022 12:08

75,000 in 4 hrs.
.
.
Lansdowne and Value Partners Stichting - own over 25% - who they hold the stock for is unknown. I suspect Value Partners as its a massive Chinese asset manager may be holding their stock for Sinopec - they were rumoured to have been Zahawi beneficiaries of some of the convertible bonds - which turned into equity.
Holding in that special Dutch legal structure allows real owners to completely hide , but remain the controllers of the equity.
Lansdowne may be holding for Lundin group.

[thebabe] 03/11/2022 11:55

UK TAKEOVER CODE precludes in mkt buybacks if BOD know / believe a bid /sale incoming.
That is why they haven't / can't do buybacks, when clearly they could have.

[thebabe] 03/11/2022 11:54

Short tracker has GKP short positions at < 0.5% for 2 years

[rancho6197] 03/11/2022 11:53

ashkv - thank you for this data. Would you be able to say who is loaning the stock? Is it Lansdowne for example?

[rancho6197] 03/11/2022 11:51

Does anyone here know if the KRG are holding in any of the top 10 holdings listed on the company website? It's hard to imagine them not! They are our hosts after all.

If so, they're effectively getting a good deal of their cash back! Lucky old them.

[ashkv] 03/11/2022 11:49

Pavilion Global Markets shows the impact of stock buybacks on the market over the last decade. The decomposition of returns for the S&P 500 breaks down as follows: 21% from multiple expansions, 31.4% from earnings, 7.1% from dividends, and 40.5% from share buybacks. - hxxps://realinvestmentadvice.com/druckenmiller-a-decade-of-no-returns/

[ashkv] 03/11/2022 11:49

GKP Shares borrowed (likely shorted) per Euroclear by Month - just updated the lastest October data and it would appear that a shorter/shorters are adding to their GKP short positions. Share price is manipulated and management would do well by instituting Buybacks.

Gulf Keystone Stock Borrowed on Average for Dec 2021 8.39%
Gulf Keystone Stock Borrowed on Average for Jan 2022 7.18%
Gulf Keystone Stock Borrowed on Average for Feb 2022 5.79%
Gulf Keystone Stock Borrowed on Average for Mar 2022 6.57%
Gulf Keystone Stock Borrowed on Average for Apr 2022 5.89%
Gulf Keystone Stock Borrowed on Average for May 2022 6.34%
Gulf Keystone Stock Borrowed on Average for Jun 2022 4.65%
Gulf Keystone Stock Borrowed on Average for Jul 2022 4.44%
Gulf Keystone Stock Borrowed on Average for Aug 2022 5.29%
Gulf Keystone Stock Borrowed on Average for Sep 2022 4.52%
Gulf Keystone Stock Borrowed on Average for Oct 2022 5.22%

[thebabe] 03/11/2022 10:08

There is the question of future oil revenues , and the capital value of the existing PSC's.
The future revenues may well end up having to be be split with ICG.
The capital value of the PSC's will go to the shareholders of the Kurd oilers - no doubt Barzani etc are balls deep. They will want sale done before any HCL IMO...

[highlander7] 03/11/2022 09:01

Its always been GeoPolitics and the ICG wanting Kurdish oil to prevent Independence.

That has been clearly explained to the three idiots on here for a Decade or more. Who of course, refuse to acknowledge the obvious because it doesnt suit their agenda.

The HCL will be a prerequisit for ALL USA INOCS and possibly all Western ones , with the exception of TOTAL. Probably not for Chinese/Russian or South Korea.

H7

[johnbuysghost] 03/11/2022 08:57

Can we have a troll please?

I'm getting lonely here.

[johnbuysghost] 03/11/2022 08:48

Yes Release. Gone before Santa empties his sack.

[releasethekraken] 03/11/2022 08:46

Bang Gone before any HCL....SOLD BEFORE CHRISTMAS

[johnbuysghost] 03/11/2022 08:42

Yes and the politics are about to be sorted, followed by bang gone.

Hold on to your hats.

[habshan] 02/11/2022 19:18

Bigdog - "No wonder no one is interested."

Here you go Sarah, people on here have been trying to get this into your thick skull for years without success but here it is straight from the horse's mouth Prime Minister Masrour Barzani himself.

"PM Masrour Barzani on Tuesday called for the legislating of a hydrocarbon law in Iraq that could serve as a framework for cooperation between Erbil and Baghdad.

I think wherever there is uncertainty and the investor climate has an impact on foreign investors,” he said.

“I think Canadians as a people are sort of risk averse. I mean, certainly in the hydrocarbon sector, it's a very large market, but the capital costs associated with developing projects are significant and so unless there's a degree of investor certainty, it will inevitably have an impact on you know, how far companies are willing to invest and what kind of risks they are willing to take.”

POLITICS Sarah, POLITICS.

[ptmorris1] 02/11/2022 18:57

Thnx Tanker. Strange how it didn't appear on here.

[nufc9] 02/11/2022 18:56

Oil and gas legislation

The Canadian Ambassador Galligan also said that he hopes there will be new hydrocarbon legislation in Baghdad. “So that it can create a more friendly investor climate that will encourage Canadian companies and other foreign companies to return to KRG and in greater volumes.”

Read More: Legislating hydrocarbon law could be a framework for cooperation with Baghdad, says PM Barzani

PM Masrour Barzani on Tuesday called for the legislating of a hydrocarbon law in Iraq that could serve as a framework for cooperation between Erbil and Baghdad. Baghdad and Erbil had several disputes over oil and gas and although previously draft oil and gas laws were suggested, no oil and gas law was ever passed since 2005.

“I think wherever there is uncertainty and the investor climate has an impact on foreign investors,” he said.

“I think Canadians as a people are sort of risk averse. I mean, certainly in the hydrocarbon sector, it's a very large market, but the capital costs associated with developing projects are significant and so unless there's a degree of investor certainty, it will inevitably have an impact on you know, how far companies are willing to invest and what kind of risks are willing to take.”

However, he said this is a priority for the government in Baghdad and also for officials in the KRG.

[tankerted] 02/11/2022 18:01

PTM, this from the other side.
14:42:18 207.79244 195,546 Unknown* 406.33k

[ptmorris1] 02/11/2022 17:41

GC,was going through today's trades on ADVFN and I can't see that 195K trade at 14:40.

[thebabe] 02/11/2022 17:02

Fireworks incoming

[releasethekraken] 02/11/2022 16:38

Hi can some one please tell me what the net entitlement reserves for GKP are on the subset CPR ?MINIMUM please.##############About 200m 2p + maybe even more valuable 80m gas + the condensate.Worth several billion bucks - even this subset CPR.##############Takeover is inevitable - and almost certainly effectively already done via sales

[releasethekraken] 02/11/2022 16:38

195,546 worked buy order went through at 1440

[releasethekraken] 02/11/2022 16:37

BIGDOG RE-ITERATES CONVICTION BUY: TAKEOVER ANNOUNCEMENT IMMINENT....Their will be fireworks.:}