Gulf Keystone Petroleum Share Discussion Threads

[notout] 22/11/2016 20:51

Advisory Firm Recommends Yes Vote on Lionsgate ‘Poison Pill’


Lionsgate on Friday said independent proxy advisory firm Glass Lewis & Co. recommended that shareholders vote for the Lionsgate Shareholder Rights Plan.


LEADING INDEPENDENT PROXY ADVISORY FIRM GLASS LEWIS RECOMMENDS RATIFICATION OF LIONSGATE’S SHAREHOLDER RIGHTS PLAN

Report Says “…We Believe That Shareholder Ratification of The Company’s Rights Plan Is In Shareholders’ Best Interests”

Perella Weinberg Partners LP is serving as financial advisor to the Special Committee of the Lionsgate Board of Directors

[notout] 22/11/2016 20:49

It may be news regards final form invoice etc etc
Which is due.
Hopefully soon
That should open the floor here for more reasoned rational debate
Not 👄👄👄😂8514;😂
🍺🍺🍺🍺7866;🤓Ԍ99;

[notout] 22/11/2016 20:48

No not seen as yet
But look for to it
Much love
All the best
Huuuuuuugggge buy
👀👀👀👀8640;🚀Ԇ40;😊💲;

[notout] 22/11/2016 20:47

Conditionality of the Restructuring
The conditions of the Restructuring, £££;£which may be waived by the Majority Participating Holders, £££;£ will include the following:

....e) the Company agreeing arrangements with the MNR reasonably satisfactory to both it and
to the Majority Participating Holders regarding (a) the agreed changes to the Shaikan PSC
pursuant to the Second Shaikan Amendment, (b) the marketing of its oil and (c) the
predictability of future payments including recovery of past costs and receivables......

[notout] 22/11/2016 20:38

Of course we shouldn't just focus on one valuation approach

Let's look at forward p/e

Which will conservatively value gkp at $1.5bn

Earnings minimum 100m

Fwd multiple 15

Massive buy

On any basis you can think of really

Much love
All the best
👀👀👀👀8076;👌ԁ78;👄👄;🚀🚀🚀

[notout] 22/11/2016 20:35

We could also look at lifting costs

Which are at an unprecedented low level

Thanks to JF and team

Huge buy

💲💲💲💲8178;🚀Ԇ40;🚀🚀;👄

[notout] 22/11/2016 20:34

Given an ev/2p placed by the board and PW the restructure architects

Of 0.85

What is the upside?

Well for a developed producing field north of 10

So that's even without buyback

A multiple here of 12

Massive buy clearly

Much love
All the best
👄👄👄👄8068;👄Ԁ68;👀

[notout] 22/11/2016 20:33

So payments
Past
Arrears
Final forms .....
Future ( direct sales)
Second amendment

All this and more to come
Sooner or later ...😱😱;😱😱
But pre dec 15 IMO
Huge buy
😨😨😨😨

[notout] 22/11/2016 20:32

It's an incessant parade of avatars
What is too do?
God knows

But Dublin will be great IMO as likelihood is that
By then some certaintu over the nature of the and way forward
Independant/ partnered/ or gone
Will be known
Book of kelka is fab too
Huge buy
To be sure
To be sure 😇😇😇
😎😎😎😎8526;😎ԅ64;

[notout] 22/11/2016 20:28

Tickupathon no doubt

Login logout

Shake it all about
🤓🤓🤓🤓7866;🍺Ӿ66;
Anyway
Time for bed

Big day tomorrow

Huge buy
Much love
All the best

Remember 'investors should focus on'

👌👌👌👌8076;💲ԁ78;💲😂;😂😂🚀🚀
28640;🚀

[notout] 22/11/2016 20:23

Cavalry arrives
Huge buy
Much love
All the best
😇🚀🚀🚀8640;

[bigdog5] 22/11/2016 20:23

notout
22 Nov '16 - 19:47 - 527656 of 527658 3 1

"With luck
A whole wave of historic con artists will appear😇€519;😇㈳9;😇😇"




Are the Mitty mob coming back then?

[oliver666] 22/11/2016 19:59

Notout, when you grow out of the short pants, why don't you go back to that Sheep you have and the swarfega

[joseki] 22/11/2016 19:40

The answers were in the Muppets Munch

[lardner23] 22/11/2016 19:33

O63, fair enough, hard to keep up sometimes. Just do the right thing.