Gulf Keystone Petroleum Share Discussion Threads

[rodinswan2] 03/1/2019 12:54

The only blue poster he *perhaps* went after was Oilcan, Sarah. And we haven't seen a whiff of him for weeks. Obviously did not weaken Oil Investor's complaint - if indeed he made one. But you would know, wouldn't you, if Uncle Oilcan was seen off by someone.

But you, you may change your avatar, but your story never changes. Venom and vileness in every post.

[asherspoodles] 03/1/2019 12:45

TAKEOVER PRICE PER SHARE £ 44-65GKP have used Citigroup their investment bankers to buy back stock during 2018 that the company will retire, using VIDACOS NOMINEES LTD .ThIs CONCENTRATES HOLDERS profits higher, at T/OFD SAMI describes this as "optimising capital structure"Gulf subject too Bermudan Mergers and acquisition law, agreed a conditional SALE over a year ago . NO RNS REQUIRED UNTIL A FORMAL COMPLETION SALE MADE."IMPLEMENTATION AGREEMENT " is standard legal format in this jurisdiction, gave exclusivity to the Chinese buyer whilst they did very comprehensive due diligence on Shaikan - a MUST for buyers of an asset of such huge VALUE and complexity .Check out PARAGRAPHS 7.2 7.3 7.4 belowhxxps://iclg.com/practice-areas/mergers-and-acquisitions-laws-and-regulations/bermuda#chaptercontent7Part of the extensive SHAIKAN Chinese technical due diligence can be seen here:hxxps://ekurd.net/china-gulf-keystone-kurdistan-2018-12-14Current news blackout, low volumes and huge sentiment bash,pre SALE ANNOUNCEMENT

[therectifier1] 03/1/2019 12:45

I did when he was The Topper and he ran to the Mods like a little girl.

Or is it that he doesn't want certain people knowing that he is still posting ?

It was a mistake on his part to go after BLUE posters because it weakened his complaint lol.

[stockport loser] 03/1/2019 12:44

Is he still using NOR as a mule for his delusional ramping?

[asherspoodles] 03/1/2019 12:41

TAKEOVER PRICE PER SHARE £ 35-65GKP have used Citigroup their investment bankers to buy back stock during 2018 that the company will retire, using VIDACOS NOMINEES LTD .ThIs CONCENTRATES HOLDERS profits higher, at T/OFD SAMI describes this as "optimising capital structure"Gulf subject too Bermudan Mergers and acquisition law, agreed a conditional SALE over a year ago . NO RNS REQUIRED UNTIL A FORMAL COMPLETION SALE MADE."IMPLEMENTATION AGREEMENT " is standard legal format in this jurisdiction, gave exclusivity to the Chinese buyer whilst they did very comprehensive due diligence on Shaikan - a MUST for buyers of an asset of such huge VALUE and complexity .Check out PARAGRAPHS 7.2 7.3 7.4 belowhxxps://iclg.com/practice-areas/mergers-and-acquisitions-laws-and-regulations/bermuda#chaptercontent7Part of the extensive SHAIKAN Chinese technical due diligence can be seen here:hxxps://ekurd.net/china-gulf-keystone-kurdistan-2018-12-14Current news blackout, low volumes and huge sentiment bash,pre SALE ANNOUNCEMENT

[habshan] 03/1/2019 12:35

"So why doesn't he just post under Oil Investor or his Nicki minaj ?"

Nobody except you could care less Sarah.

He can call himself the Man in the Moon for all we care, it's what he has to say that's important.

He's posting on the LSE board so why don't you use your sparkly new Kozel1 avatar that you use over there and ask him.

[therectifier1] 03/1/2019 12:31

So why doesn't he just post under Oil Investor or his Nicki minaj ?

Or how about The Topper ?

Or is it because his Chinese ramp failed and he's embarrassed ?

[stockport loser] 03/1/2019 12:29

Would you say then that Pauls posts have gravitas?Or gravy?

[habshan] 03/1/2019 12:14

"But he is a fraud trying to pass himself off as someone else to give his post gravitas."

Nobody cares Sarah.

IF it is Oil_Investor, he doesn't need to pass himself off as somebody else.

His posts already HAVE gravitas.

Just focus on the content Sarah.

It's the content that gives a post gravitas.

It's why yours don't have any.

[asherspoodles] 03/1/2019 12:04

AgreedTAKEOVER PRICE PER SHARE £ 25-65GKP have used Citigroup their investment bankers to buy back stock during 2018 that the company will retire, using VIDACOS NOMINEES LTD .ThIs CONCENTRATES HOLDERS profits higher, at T/OFD SAMI describes this as "optimising capital structure"Gulf subject too Bermudan Mergers and acquisition law, agreed a conditional SALE over a year ago . NO RNS REQUIRED UNTIL A FORMAL COMPLETION SALE MADE."IMPLEMENTATION AGREEMENT " is standard legal format in this jurisdiction, gave exclusivity to the Chinese buyer whilst they did very comprehensive due diligence on Shaikan - a MUST for buyers of an asset of such huge VALUE and complexity .Check out PARAGRAPHS 7.2 7.3 7.4 belowhxxps://iclg.com/practice-areas/mergers-and-acquisitions-laws-and-regulations/bermuda#chaptercontent7Part of the extensive SHAIKAN Chinese technical due diligence can be seen here:hxxps://ekurd.net/china-gulf-keystone-kurdistan-2018-12-14Current news blackout, low volumes and huge sentiment bash,pre SALE ANNOUNCEMENT

[optimalcapitalstructure] 03/1/2019 12:03

TAKEOVER PRICE PER SHARE £ 25-65
GKP have used Citigroup their investment bankers to buy back stock during 2018 that the company will retire, using VIDACOS NOMINEES LTD .

ThIs CONCENTRATES HOLDERS profits higher, at T/O
FD SAMI describes this as "optimising capital structure"

Gulf subject too Bermudan Mergers and acquisition law, agreed a conditional SALE over a year ago . NO RNS REQUIRED UNTIL A FORMAL COMPLETION SALE MADE.

"IMPLEMENTATION AGREEMENT " is standard legal format in this jurisdiction, gave exclusivity to the Chinese buyer whilst they did very comprehensive due diligence on Shaikan - a MUST for buyers of an asset of such huge VALUE and complexity .
Check out PARAGRAPHS 7.2 7.3 7.4 below

hxxps://iclg.com/practice-areas/mergers-and-acquisitions-laws-and-regulations/bermuda#chaptercontent7

Part of the extensive SHAIKAN Chinese technical due diligence can be seen here:

hxxps://ekurd.net/china-gulf-keystone-kurdistan-2018-12-14

Current news blackout, low volumes and huge sentiment bash,pre SALE ANNOUNCEMENT

[optimalcapitalstructure] 03/1/2019 12:02

Whoever he is he's on topic and right imo

£15 baseline prudent not ramping.. £25min imo


Lse
Trevanian
Posts: 1
Opinion: Strong Buy
Price: 174.00
What actually has happened to GKPToday 10:39Gulf found a huge land based resource. Argue amongst yourselves quite how big , no matter its massive.
A variety of tactics were used to try and circumvent the company's grip on the asset.
Directors musical chairs , share manipulation , false court claim, and ultimately the company was completely doomed as a hostile acquirer had gained almost enough stock to vote out the board, and vote through an asset sale of Shaikan to themselves,paying off guaranteed debt holders , but leaving equity and convertible bond holders with nothing.
The balance sheet restructure was the only way the company could survive.It had two main functions:
1. Destroy the hostile holding to prevent Shaikan being stolen.
2. Protect the company ( that meant putting over 50% of the shares into hands that were going to hang on) whilst a true auction of the asset , and sale diligence studies , and contracts were completed.
Those processes are complete ( see CNPC subsidiary studies ) and he company will announce sale soon.
We may see the PSC etc before but I rather doubt that as the MNR probably do not want these details in the public domain.
So I anticipate a sale announcement as the PSC negotiations obviously long finished or the company would not , indeed could not have submitted a new FDP that their partner MOL refer in NOv presentation,without PSC term certainty.
The who the buyer is looks clear to be CNPC/CNOC/Sinopes one or all.
Chinese government agents all.
How much? Order of magnitude north of the market share price for sure.xx

[guypender] 03/1/2019 12:01

So what? Ignore him if you think so. Didn't you mummy teach you anything?

[therectifier1] 03/1/2019 11:59

But he is a fraud trying to pass himself off as someone else to give his post gravitas.

Walter Mitty

When will he register as The CEO of Gulf ?

[habshan] 03/1/2019 11:40

You clearly have a thing about avatars Sarah.

They're totally irrelevant.

Take you for instance. We've lost count of the avatars that you've had over the years including the shiny new ones that you got yourself for Christmas, Kozel1 for instance and this new rectifier one, but it doesn't matter because you give yourself away in the first few words of every post. We always know it's you because they've got your fingerprints all over them.

A rose by any other name.

Try to do what the rest of us do and focus on the content of the post.

That way you might learn something.

[asherspoodles] 03/1/2019 11:32

PensPersonally think it will just go straight to the sale RNS Just have to wait and see!

[therectifier1] 03/1/2019 11:27

So Oil Investor/The Topper is now posting on the LSE as Trevanian lol.
I've always said that the fool wanted the recognition that BBBS used to get. Was Oil Investor posting on a site elsewhere as Trevanian and hood winking Investors into thinking it was BBBS ?

What some of us have always thought is now becoming obvious others.

Will the real Walter Mitty please stand up.

[asherspoodles] 03/1/2019 11:00

I think a FULL publication of a CPR and field evelopment plan which would be extremely detailed analysis is what they wouldn't want.If they do want that in the public domain then gulf will RNS itAlready should have bit they haven't as yet If it goes straight to sale nobody will ever know the details except MOL MNR and new owners

[pensioner2] 03/1/2019 10:48

The only bit of missing logic in that Trevanian post, Asherspoodles, is that the MNR haven't given instruction not to publish new details. If they had then MOL couldn't have published details either. Which leaves the conclusion that GKP are themselves deciding not to disclose their current position and the only defence I can see to that stance is that they are prevented from doing so by contractual obligations i.e. confidentiality.

[asherspoodles] 03/1/2019 10:24

TrevanianPosts: 3Opinion:Strong BuyPrice:180.80What would an IOC pay for GKP?Today 10:19It is clear that a new FDP was submitted three months ago.It follows that PSC amendment must have been also been agreed ( refer to my previous note regards industry practice in commercialising ), with MOL maintaining undiluted 20% WI, and booking an additional incremental reserves NPV ( 10% DCF one must infer) of $200m , that GKP reserves have increased considerably.No dilution at 80% , firstly current 350m ( based on 58% WI ) increases by 80/58 to around 480m.Add the MOL incremental on a 4 : 1 basis takes GKP 2P to around 580m.The company has not confirmed to market the new position, it may perhaps , it may not,if as I believe the MNR would not want new details disclosed.580m 2P using MOL reserve valuation of $8 this gives $ 4.64bn.This is a huge reserve figure for an onshore field and would be a transformational reserve addition even for most IOC.It would for example boost Sinopec reserves by 20-25% at one stroke.This does not however reflect further potential value from the drill or contingent resources.This then is an absolute minimum base case which one can extrapolate to £15 per share in issue.I anticipate a significant premium to this base case.

[gkphero] 03/1/2019 09:23

200p by close of play tomorrow.

I called it!!!

[flyposter] 03/1/2019 09:22

Another blue finish is possible today.

[habshan] 03/1/2019 08:25

Bigdog.

Why
Why
What are
Why
What
Could
Why
Is it
Why
How

While you're trying to get your head around those ten questions that you've asked Bigdog, here's another one for you to grapple with.

Why do you suppose the Funds and Institutions added 3.2 million shares to their holdings last month, and another 525k yesterday?

[asherspoodles] 03/1/2019 08:17

That 520 odd k buy would have taken an MM maybe a few sessions to collect enough retail capitulation sells to collate together and then transfer to clientsBe a hedge or institute buyerThey bought over 3.3m in December aloneOnly supply is pi Hence sentiment knockers permanent ly on show on GKP blogs

[stockport loser] 03/1/2019 08:09

You seem obsessed with ' big lads ' Paul, is this from your cricket days ?