Gulf Keystone Petroleum Share Discussion Threads

[therealminotaur] 02/7/2018 07:47

😍😍😍GOOD MORNING 😎😎😎

Reading the financials in the June sales presentation Anybody else run the numbers for EBITDA 2018??

(E) $160m analysts

But if oil averages $75 for year plus production at higher end of guidance along with
pipe tie up net backs go higher

It wouldn’t be inconceivable for the cash cow to hit $200m

And with increased production 2019 could easily push $300m

How much are they then worth???

multiple billion dollars on modest fwd p/e and of course to then doubling production to 110k EBITDA
Subject to POO 5/6/7/800 million on a 3-4 year view.

Current market cap 3/4 of 1 billion…

In my view that has to change sooner or later.

Sooner IMO !

Fill yer 👢👢

[hearts5] 02/7/2018 07:40

Capex commitments to wipe out any profit for 5 years. IMO.

[therealminotaur] 02/7/2018 07:08

GOOD MORNING 😎😎😎

💋💋💋Reading the financials in the June sales presentation Anybody else run the numbers for EBITDA 2018??

(E) $160m analysts

But if oil averages $75 for year plus production at higher end of guidance along with
pipe tie up net backs go higher

It wouldn’t be inconceivable for the cash cow to hit $200m

And with increased production 2019 could easily push $300m

How much are they then worth???

multiple billion dollars on modest fwd p/e and of course to then doubling production to 110k EBITDA
Subject to POO 5/6/7/800 million on a 3-4 year view.

Current market cap 3/4 of 1 billion…

In my view that has to change sooner or later.

Sooner IMO !

Fill yer 👢👢

[rodinswan2] 02/7/2018 01:22

Soiled Nappy

The Stockport w@nker as you so very eloquently put it is at least an investor in this company, as is the other chappie W@nkerhouse.

You on the other hand claim not to be an investor. So what is in it for you? Because you spend your waking hours bleating the same tag line like some demented child trying to gain the attention of teacher.

Seems an extraordinary way to spend your summer.

As TRM says, seek help.

Fingers crossed we have seen the last of all your chums.

[therealminotaur] 01/7/2018 19:37

Where's the thick yank?

Thick manc awol

It's like a double bubble

[hearts5] 01/7/2018 19:31

oil analyst and oil company director, Scottish industry insider, successful Stockport businessman - its like Dragons Den on here.

[hearts5] 01/7/2018 19:28

Surrey Scot is not an insider - he is Highlander who left here because he kept calling it wrong; remember typo gate?Hes in H&S not an oil professional - unless of course he has ' updated ' his LinkedIn account lol.

[therealminotaur] 01/7/2018 19:05

💋💋💋Reading the financials in the June sales presentation Anybody else run the numbers for EBITDA 2018??

(E) $160m analysts

But if oil averages $75 for year plus production at higher end of guidance along with
pipe tie up net backs go higher

It wouldn’t be inconceivable for the cash cow to hit $200m

And with increased production 2019 could easily push $300m

How much are they then worth???

multiple billion dollars on modest fwd p/e and of course to then doubling production to 110k EBITDA
Subject to POO 5/6/7/800 million on a 3-4 year view.

Current market cap 3/4 of 1 billion…

In my view that has to change sooner or later.

Sooner IMO !

[nestoframpers] 01/7/2018 15:49

Have GKP said when the 3rd CPR is coming ? after pumping 50 mill blls they must have a good idea that FP is not 0.8 % , I ( and others) have worked it out for them it's >2.5% to 4.5%<.

[therealminotaur] 01/7/2018 14:15

Reading the financials in the June sales presentation Anybody else run the numbers for EBITDA 2018??

(E) $160m analysts

But if oil averages $75 for year plus production at higher end of guidance along with
pipe tie up net backs go higher

It wouldn’t be inconceivable for the cash cow to hit $200m

And with increased production 2019 could easily push $300m

How much are they then worth???

multiple billion dollars on modest fwd p/e and of course to then doubling production to 110k EBITDA
Subject to POO 5/6/7/800 million on a 3-4 year view.

Current market cap 3/4 of 1 billion…

In my view that has to change sooner or later.

Sooner IMO !

[therealminotaur] 01/7/2018 14:12

💋Sat 10:25 Price: 250.00
Swingoutsister 10 posts
RE: Latest Corporate Presentation Link
It did look like a sales memorandum!
I am looking forward to the AGM and what is said or might be announced by the new Chairman.
It really beggars my belief that they have spent 2 years on the PSC negotiation or that they have not been in negotiations with some majors.The Bloomberg story 18 months back about Sinopec being interested was never denied.
It would be far more astonishing to me they weren't talking with majors .
So with a bit of luck in a couple of weeks maybe we will know more.
Hold
Reply to post

AGREE
SOMETHING COOKING FOR SURE
It's a probably a Cantonese banquet

[therealminotaur] 01/7/2018 12:35

Sat 10:25 Price: 250.00
Swingoutsister 10 posts
RE: Latest Corporate Presentation Link
It did look like a sales memorandum!
I am looking forward to the AGM and what is said or might be announced by the new Chairman.
It really beggars my belief that they have spent 2 years on the PSC negotiation or that they have not been in negotiations with some majors.The Bloomberg story 18 months back about Sinopec being interested was never denied.
It would be far more astonishing to me they weren't talking with majors .
So with a bit of luck in a couple of weeks maybe we will know more.
Hold
Reply to post

AGREE
SOMETHING COOKING FOR SURE
It's a probably a Cantonese banquet

[therealminotaur] 01/7/2018 10:53

It's current holding is 80%
It's important you don't mislead investors !

On PSC 2 agreement it will be 58%
But production will almost double in 12 months

So it's like having a 116% wi now - not that that's possible 😂😂
The company is worth a fortune.

For old times sake:

Motley fool 2014
Gulf Keystone currently has contingent resources including 518m barrels of oil, and it’s here that I believe the realistic upside potential for the business can be found.

For example, if half of Gulf Keystone’s contingent oil resources were converted to reserves, then Gulf Keystone’s enterprise value, at $11/boe, would rise to about £2.8bn. Even allowing for an increase in debt and dilution from the issue of new shares, that could double the firm’s share price.

......Pre CPR upgrade

........Anybody so for a £25+!takeaway


::::::::::::::::::::::::::::::::::::::::

Sat 10:25 Price: 250.00
Swingoutsister 10 posts
RE: Latest Corporate Presentation Link
It did look like a sales memorandum!
I am looking forward to the AGM and what is said or might be announced by the new Chairman.
It really beggars my belief that they have spent 2 years on the PSC negotiation or that they have not been in negotiations with some majors.The Bloomberg story 18 months back about Sinopec being interested was never denied.
It would be far more astonishing to me they weren't talking with majors .
So with a bit of luck in a couple of weeks maybe we will know more.
Hold
Reply to post

AGREE
SOMETHING COOKING FOR SURE
It's a probably a Cantonese banquet

[ccr1958] 01/7/2018 10:41

Recepticals will be filled tomorrow with these little beauties,hold tight because the corrupt pigs want your shares !

[karateboy] 01/7/2018 10:38

The real.....it is important to note that GKP net holding is 58%. It is important to quote total and net reserves and production. You are quoting total figures for reserves and production may be misleading for new investors.

[therealminotaur] 01/7/2018 10:07

Anybody run the numbers for EBITDA 2018

(E) $160m analysts

But if oil averages $75 for year plus production at higher end of guidance along with
pipe tie up net backs go higher

It wouldn't be inconceivable for the cash cow to hit $200m

And with increased production 2019 could easily push $300m


How much are they then worth???????

Several billion dollars.