Gulf Keystone Petroleum Share Discussion Threads

[sidesplitting] 06/10/2016 17:08

#2012again

#DeLorean

#BackToTheFuture

#DocDoc


:D

[wildrider7] 06/10/2016 17:07

complementary comments from the Joseki Bacon Bap Analyst presentation of the 27.05.2012

3 Comments to “Joseki: MAY 28th ANALYST PRESENTATION”
Dalesmann says:
May 28, 2012 at 5:29 pm
From Advfn
1waving 28 May’12 – 17:27 – 198837 of 198860
Question and answer to Joseki on his report from today’s presentation.
Referring to P13 of the presentation, the Regional top Jurassic time structure map. Jurassic areal extent.
16:37 Re: MAY 28th ANALYST PRESENTATION 1waving
Joseki.
Many thanks for that excellent report
A question for the sake of clarity on the areal extent of the Jurassic
“We did reach OWC on SH6, 150m below target levels below spill point in the Jurassic and will add significant increments to both the aerial extent and depth of the Shaikan structure. If I take us to the outline of the Jurassic on p13, the current green area on the east of the Shaikan block pretty much extends green all the wall to the remaining blue section of the block and likely into the South too of the neighbouring block.”
Is that saying the green areas of the Jurassic would extend over the blue areas on p13 of the presentation to the East and South to the boundaries of Shaikan, therefore making the Jurassic areal extent all but total coverage over the whole Shaikan block area of 283km2.
Is that correct ?
If so that is absolutely stunning !!!
With major upside consequences for oil volumes.
———;——̵2;——R12;—–
17:09 Re: MAY 28th ANALYST PRESENTATION joseki
“Is that saying the green areas of the Jurassic would extend over the blue areas on p13 of the presentation to the East and South to the boundaries of Shaikan, therefore making the Jurassic areal extent all but total coverage over the whole Shaikan block area of 283km2.”
1waving, the full Shaikan block to the East & South that is pictured blue is in fact all covered by the structure, all green.
———;——̵2;——R12;——212;—
Major upside consequences for oil volumes !!!
Reply
Dalesmann says:
May 28, 2012 at 10:04 pm
A further question posed on 3i – thanks to Joseki again for his input.
” The question I have is; ‘what was your gut feel on what TK’s intends with regards to T/O; partial or otherwise’ ”
———;——̵2;——R12;——212;———————————;—-
Ren, such a gut feel is very difficult to comment on. What I will say however is I take a very pragmatic personal view on the situation. It is something I have had for some time and something that was reinforced today.
I cannot be sure how this will play out. We have several options, early takeover straight out, sale by parts, independent listing, joint-operations etc.
All I can be sure of however is Todd wants to get maximum value, and is unconcerned which way we go or how long it takes. I am personally willing to hold on and see us monetized to 100k bopd production. I think Shaikan Develoment Plan is exactly what he wants, we will probably sell eventually but after we have demonstrated proof we can go it alone. Operational and political derisking sounds great to me, it increases our value.
What i will say is TK also scoffs at our current share price. The truth is we really do function in an backward market where trade volume is insufficiently reflecting fundamentals. The AIM market can’t tell gold from 5hlt.. pardon my French. There was not one downside from today.
We are stronger than ever, having proved up Shaikan successfully, more final upgrades, AB has several bidders, pipe routes are laid out, finances intact, Excalibur about to be capped, BIRs to come.
My one gut feel is TK has his and therefore our interests at heart. Ambition. Asset sale. Shaikan development. Commercial intent. There is no longer talk of exit strategy, but if we do exit, our premium in my book has ticked up further. Because we are equipping ourselves the means and viability to run on our own feet, I can only leave the implication or the interpretation to the individual.
I myself am psyched either way.
Reply
Dalesmann says:
May 29, 2012 at 12:40 am
More reaction stemming from Joseki’s Post Again many thanks for all his time and effort. This question came from Golfguy
” Do you not think that there is a real danger that with the constant drip in share price, the general decline in investor morale and the fragile state of the economic landscape, that a suitor suddenly offering a hostile 600p will have a high chance of success? ”
———;——̵2;——R12;——212;———————————;——̵2;——
golfguy. there is no longer a 50% share ownership by pi’s. those I think badly affected to sufficiently accept a hostile 600p are hopefully the minority. I personally don’t think Todd JG M&G or even the bidders think we’re anyway whatsoever close to worth as little as £10 even. That £8 bid whether true or not, I’m certain of 2 things… the BoD think we were worth north of £8 back in Nov, and Exxon knows we’re worth way more they didn’t bother bidding. If either of these are false, we’d have gone for 8 quid.
Right now I’m interested not in Greece or risk-off, it’s what’s dragged us this low artificially. I want the BoD to do just as they said:
Sell AB
Upgrade Shaikan
Submit our Shaikan Development Plan
Get our pipelines blueprinted
Ramp up to 40k bopd by Jan 2013
These are the things that will keep my faith in our investment.
If you need an interim signal, the BIRs will help us. Someone who must follow the boards asked privately whether Total were really in Kurdistan before we started. After a pause, one of the GKP team said, “… expect 2 or 3 majors to be announced”

[lobo] 06/10/2016 17:03

Does it have a polished head?

[shaftdrive1] 06/10/2016 16:57

I own a Spear&jaskson grafter spade (ex gas board!) It has pride of place in t' garage....along side my average rainfall equipment.👷

[joseki] 06/10/2016 16:52

The answers were in the Muppets Munch

[wildrider7] 06/10/2016 16:52

what is Joseki the Bacon Bap analyst up to?

I cannot understand how you attended the 27 may 2012 broker analyst meeting.
late that evening you posted on iii a very comprehensive account of the presentation which appears to be a transcript of a tape recording.
I am going to post in a separate message once i dig it out.
Either you were in that room or someone who was in that room gave you a tape recording or a transcript. no alternative is possible.
The people in the room were from GKP, Bell Pottinger etc and the analysts.
Therefore your information must come from one of those three groups
You now claim to know who said what at a meeting which was held in GKP offices, you refer to it as the 'moppets munch'
now you see why i mention the 27 may 2012 broker analyst meeting; in both cases you claim to have known what was said. Now it is only possible that you could obtain the details of the second event through 2 possibilities:
- you were there yourself, or you have been told the details by someone else who was there.
Let me consider the 1st option, that you were there. If this is the case then you must be JS no alternative is possible.
and if you are JS, then this would obviously explain how you would have obtained the details of the 27.05 broker analyst meeting; because you were there or you had someone to record it for you.
let me consider the other possibility, that you were not at the 'moppet munch' the only person who could be to source of your info is again JS. JF would be able to explain this under oath.
So you are either JS or are connected to him. Either directly or not.

so, if you are telling the truth it seems to me that JS's fate is sealed
The alternative of course is that you are a LIAR.
Examining your points A, B and C achieves nothing because the truth or otherwise of what you say proves nothing about who you are and what JS may or may not have been saying to you.

You see, if you are JS you could simply be lying and if you have spoken to JS he could have lied to you or you could just be LYING

I think you are digging yourself deeper and deeper into a pit from which there is no escape. in short t'es dans la merde jusqu'au cou.

[shaftdrive1] 06/10/2016 16:52

Lobo,you know damned well I have the film rights! I'm well into the script,just arriving at Pret,and sifting thru scribes jottings that were penned/transferred on here....🎥
27916;😚..arf

[lobo] 06/10/2016 16:44

Well I've had a word with my publisher and no way is this just a paperback.
We're talking a whole series! (never ending it seems).

I'm gonna be mega rich ...J K Rowling eat yer heart out!

[gkphero] 06/10/2016 16:43

Ben, you give us BigNoseBest right now, you filthy bandit.

[misha_hitstinks] 06/10/2016 16:39

GKPhero,

Give us, Helen_Thandbasket

[gkphero] 06/10/2016 16:35

Trolls in the morning,
Trolls in the evening,
Trolls at supper time..............

[gkphero] 06/10/2016 16:33

You carry on gloom.

Pull that trigger.

[misha_hitstinks] 06/10/2016 16:31

GKPhero,

Give us, Luke_Amskint

[angus thermopyle] 06/10/2016 16:31

Hi all

Can anyone advise when we will be advised of our allocations from the open offer and get a contract note etc.

Thanks in advance.

[the patriotic irishman] 06/10/2016 16:24

to me you just sold your soul to the highest bidder


what's the bet the fake oilman didn't get anyway near $43 for it


to me

to you

to me

to you

whoa can you stop that Bob

its ALL about ME :-)

[joseki] 06/10/2016 16:20

The answers were in the Muppets Munch