Gulf Keystone Petroleum Share Discussion Threads

[milliecusto] 11/6/2024 22:20

Martha aka bigdog, has genuine mental health concerns considering how long there been active on this BB with no financial stake, considering the swings in Sp, a sizeable amount could have been earned by even the most novice traders, such a waste of time, when equally time is so precious

[ptmorris1] 11/6/2024 21:01

TT, thanks for responding.
The reason why I mentioned that the Vancouver isn't our normal type of crude tanker was that if chemicals_cleaning processes have been run on 'our' pipeline then wouldn't they need to be disposed of somehow?
However a couple of months ago a crude oil tanker was being reported by AIS to be destined for BOTAS but went to Ceyhan instead. I am still wiping the egg from my face to this day ....

[tankerted] 11/6/2024 20:28

PT, good spot.. IMHO we are looking at Crude Oil carriers rather than chemical or products. Also, cargoes of around 150,000 Dwt(1Mn Brls) or even, (unusually - unless they'll be refilling SPR), into a VLCC 300,000 Dwt (2Mn Brls).
Good watchkeeping though !, I'm on it also car bonnet style, so between us we'll soon see one going to the KRG pier by the sounds of things.
As for the muppet from near Portree, great to read his pathetic backpeddling and obsfucation, hilarious - he'll be along soon.

Too early to celebrate, but very positive news.
GLA TT

[barbariansatthegate] 11/6/2024 19:50

P/ E less than 1 currently LOLOLNo wonder they are sold.

[barbariansatthegate] 11/6/2024 19:50

They will get in region of 1/3 profit oil plus prodn costs.If that's 11/12 ish plus say 20/25 it's reqion of 45/50m a month FCF at 80 dollar poo.That's EBITDA annualised of well over 450m......1.5 times current mcap

[barbariansatthegate] 11/6/2024 19:49

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[barbariansatthegate] 11/6/2024 19:49

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[ptmorris1] 11/6/2024 19:48

Tanker PS VANCOUVER is due in to BOTAS on the 14th of June. It is not a bespoke crude oil tanker but a "Chemical/Oil Products Tanker". We'll have to wait and see if it goes to 'our' terminal or not.

[barbariansatthegate] 11/6/2024 19:24

P/ E less than 1 currently LOLOLNo wonder they are sold.

[barbariansatthegate] 11/6/2024 19:22

They will get in region of 1/3 profit oil plus prodn costs.If that's 11/12 ish plus say 20/25 it's reqion of 45/50m a month FCF at 80 dollar poo.That's EBITDA annualised of well over 450m......1.5 times current mcap

[barbariansatthegate] 11/6/2024 19:22

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[gazebo79] 11/6/2024 19:13

No mention of sludge and water in your post. Dogmeister will be disgruntled

[beernut1] 11/6/2024 19:00

Krg have been selling oil and the money has gone ( some to oil cos) some disappeared and the ICG are happy to pay it back ( even over 10 years?)..
I think APIKUR should get pretty much all they ask for even if it’s hidden under the carpet differently.
Thanks for posts today, getting close now
Gla

[broadford bay] 11/6/2024 18:54

It's very dangerous, in business and in politics, to draw hasty conclusions from one person's failure to do this or that. Generally there are more than one PI or KPI involved and not all have the same weighting; things change, and often very quickly too.
Your conclusion or assertion that the IR side would only need to do this or that if if the contracts were/are legal is such a classic example.
The people charged with resolving this matter also need to sell their solution to others - hence my "nailed to the cross" remark.
My "integrity" remark was also carefully chosen and based on what I know about Iraqi thinking (long-standing IR friendships).
You might consider attaching less importance to what the trade association, or its spokesperson, spouts. They / he are specialists in regurgitating this sort of cr*p and they / he won't be around for very long anyway IMO.
I am happy to support Bigdog who, like Donald Trump, challenges and disrupts - you may not like him, but he disrupts comfortable, easy, lazy, non-critical thinking and provokes (should provoke) more critical analysis.
You should thank him for providing a foil for your own contributions.

[barbariansatthegate] 11/6/2024 18:39

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[barbariansatthegate] 11/6/2024 18:36

P/ E less than 1 currently LOLOLNo wonder they are sold.

[barbariansatthegate] 11/6/2024 18:33

They will get in region of 1/3 profit oil plus prodn costs.If that's 11/12 ish plus say 20/25 it's reqion of 45/50m a month FCF at 80 dollar poo.That's EBITDA annualised of well over 450m......1.5 times current mcap

[barbariansatthegate] 11/6/2024 18:33

Correct a mundo.....e47Spot on. The ICG by their actions have endorsed the legality of the contracts between the KRG and IOCs

[barbariansatthegate] 11/6/2024 18:32

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[mirabeau] 11/6/2024 18:20

e47

Spot on. The ICG by their actions have endorsed the legality of the contracts between the KRG and IOCs

[eddie47] 11/6/2024 18:14

If the contracts were considered illegal they wouldn't be proposing a method to pay the back payments.

[redbed] 11/6/2024 18:08

P/ E less than 1 currently LOLOLNo wonder they are sold.