Gulf Keystone Petroleum Share Discussion Threads

[nestoframpers] 03/1/2019 20:07

Recommendations

A preview of what LinkedIn members have to say about Alan:

I have used Alan on more than one occasion to help clients in understanding Kurdistan region of Iraq. The main issues has been Energy, Politics and security dynamics of the KRI and the interaction with IOCs. Alan has a good grasp of Kurdish energy sector, as well as being reliable and responsive. I will definitely use Alan in the future and recommend his service.

See less

I have on a regular basis cooperated with Alan, who has consistently proved himself to be an excellent researcher and a person with sound judgement. His personal knowledge and understanding of the security risks and geopolitical situation in Iraq, Syria, Turkey and Iran has proven to be very valuable for me. He has developed a very good expertise in energy related matters as well. Alan is always keen to find the real facts behind open source public stories and messaging. I give Alan my sincerest recommendations because I believe that he is a splendid asset for anyone trying to understand the region, the conflicts and the regional energy situation.
See less



He is a Kurd Migrant in Sweden with a Swedish degree and some contacts.

[broadford bay] 03/1/2019 19:47

rectifier,

this board is now almost worthless - more and more it reminds me of the film "One Flew Over The Cuckoo's Nest"; funny quite a lot of the time, but heartrendingly sad at the end.

They ruin it for everyone...talking to themselves, ticking up their nonsense.

Not content with polluting this site they then export their rubbish elsewhere.

[optimalcapitalstructure] 03/1/2019 19:04

TAKEOVER PRICE PER SHARE £ 24-66
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

[asherspoodles] 03/1/2019 17:56

Russian state interestChinese state interestChav Manchester interest

[asherspoodles] 03/1/2019 17:42

Russian state interestChinese state interest

[roverite12] 03/1/2019 17:42

Bigdog5 3 Jan '19 - 16:55 - 577131 of 577131

I wonder who Mr M's source was?


-------------



If you read the twitter feed you'll find out , you simpleton !



(Oh - and thanks for making it obvious you aren't filtering me .....LOL)

[bigdog5] 03/1/2019 16:55

I wonder who Mr M's source was? Could it have a been a well known ramper:-)

Is the poster rovershyte still posting up my views from years ago? Shouldn't he be re posting the opinions and views from a well contributor here as he always maintained he was Senior Industry sourced and obviously far more believable, n'est ces pas.

I mean, I only quoted what the company and in particular what Kozel and JG spouted as we all believed them to be honest, upstanding and reliable chaps.

[roverite12] 03/1/2019 16:51

therectifier13 Jan '19 - 15:30 - 577126 of 577129

It looks like Oilman has just told him where that story came from.


-------------


LOL

Tony "Oilman" has made his contribution

Let's put his credentials next to Mohtadi's and the author of the article and examine the evidence ......


Interesting to see that Mohtadi (he's one with actual credentials and experience in oil affairs) has now mentioned Russian state interest in Shaikan

There could be quite a battle hotting up for the "worth-less" company operating in the "uninvestable" Kurdistan . (There must be something going on if the famous Tony "Oilman" is commenting every day ....lol)

[optimalcapitalstructure] 03/1/2019 16:14

Gulf Keystone Petroleum (LON:GKP) had its stock rating reaffirmed as “Buy” by research analysts at Peel Hunt. This was disclosed in analysts note on Thursday, 3 January.

[optimalcapitalstructure] 03/1/2019 15:31

TAKEOVER PRICE PER SHARE £ 24-62
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 15:31

TAKEOVER PRICE PER SHARE £ 23-65
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

[therectifier1] 03/1/2019 15:30

It looks like Oilman has just told him where that story came from.



Alan Mohtadi 🛢

Head of T&S Consulting Energy and Security - Kurdish affairs - Contributed to Financial Times, The National, Jerusalem Post and The Globepost

[asherspoodles] 03/1/2019 14:54

TAKEOVER PRICE PER SHARE £ 48-65GKP 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 14:51

TAKEOVER PRICE PER SHARE £ 22-65
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 14:50

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

[therectifier1] 03/1/2019 14:47

Note how he is repeating the Dow Jones story that Oil Investor/The Topper/Trev sent to them on Twitter.

Pump pump pump lol

That tyre is well and truly flat.

[roverite12] 03/1/2019 14:39

Alan Mohtadi 🛢

Head of T&S Consulting Energy and Security - Kurdish affairs - Contributed to Financial Times, The National, Jerusalem Post and The Globepost


--------------




Mohtadi is a well respected commentator on oily matters in Kurdiland and is well worth following IMO . Hopefully he will elaborate on the Chinese interest .


(Although obviously not as well respected as the Dog5hite .......LOL)

[optimalcapitalstructure] 03/1/2019 14:32

TAKEOVER PRICE PER SHARE £ 24-65
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

[roverite12] 03/1/2019 14:31

Alan Mohtadi 🛢
‏

@tawaksham
Following Following @tawaksham
More



Chinas oil companies eying Gulf Kestones flagship in Iraqi Kurdistan - DJ. #OOTT

[bigdog5] 03/1/2019 14:30

frenchy, that's because you are clueless and in denial.

It's a fact that a certain Guru and his acolytes have used and still use several nicknames.

Habby, As I keep telling you but you don't want to accept, a massive failing of yours btw and so many others here, all the points I made in that post, I know the answers to. They are not questions. I don't ask questions of those here because I don't need to because I already know the facts. Didn't the shediak and pumpgate episode prove that? I can't make it any clearer. As for your question, I've given you the answer to it many times. There is not one single answer but several. You and your acolytes refuse to accept them simply because you can't afford to as it doesn't fit in with your ramping and delusional thinking.

In around 10 years of posting has oi managed to get anything correct? He has made some great predictions over the 10 years but have any of them actually happened? Have any of the company's predictions happened? Has any of Koruptistan's?

[asherspoodles] 03/1/2019 14:11

TAKEOVER PRICE PER SHARE £ 34-65GKP 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

[asherspoodles] 03/1/2019 14:10

Second-tier operators, like Gulf Keystone Petroleum and Taqa, could ramp up 20,000 bl/d apiece by year endIraqi Kurdistan begins its recovery after a difficult year.A resurgent energy sector and likely better relations with Baghdad make for a brighter KRI future.Patrick Osgood3 January 2019The Kurdistan Region of Iraq (KRI) started 2018 in an awful mess. After a misjudged independence referendum in October 2017, the region lost almost half its landâ€"and oil export capacityâ€"as federal forces retook a swath of contested territory, including the oil-rich city of Kirkuk. The Kurdistan Regional Government (KRG) faced insolvency, and its leadership felt betrayed and isolated.However, the KRG’s pipeline exports, which collapsed from around 580,000 bl/d to a post-Kirkuk level of 230,000 bl/d, have since recovered to around 400,000 bl/d.There is even better news ahead: planned upgrades and drilling programmes could add around 100,000 bl/d of new production capacity by the end of 2019.A consistent record of timely payments to IOCs has been critical. The KRG has gone further, paying back hundreds of millions of dollars in overdue pipeline fees to Turkey and oil allocations to major trading houses.Flush with payments, DNO quickly brought the Peshkhabir field on stream, more than making up for declines at the nearby Tawkee field. Second-tier operators, like Gulf Keystone Petroleum and Taqa, could ramp up 20,000 bl/d apiece by year end. GazpromNeft doubled production at the south-eastern Sarqala field.Moscow’s main interest, however, lies with Rosneft, which signed wide-ranging energy agreements with the KRG in 2017. Rosneft operates the main export pipeline to Turkey, putting it in the room for KRG-Baghdad energy deals. At least one Rosneft-contracted rig is working in the east, and Rosneft continues to buy Kurdish crude from Ceyhan. In 2019, Iraqi Kurdistan will be another area of the Middle East where the US will face increasing Russian influence. By lobbying for agreements to get northern Iraq’s oil to market as Iran sanctions bite, the US will help Rosneft garner pipeline tariffs and cement its position on the KRG’s energy scene.The US helped broker a restart to oil-production sharing from Kirkuk fields after a year’s hiatus. Currently, the deal remains provisional and susceptible to differing interpretations. Yet diplomatic pressure, shared revenue interests, and the continuation of sharing arrangements for oil, fuel, refining and power all provide a brighter outlook for a productive truce on energy disputes in 2019.Iraq’s chaotic election in 2018 resulted in a weak federal prime minister, strengthening the Kurdish position in Baghdad. Regular federal transfers of around $270mn a month have stabilised the KRG’s independent oil sector, while Western military aidâ€"and the associated diplomatic tiesâ€"are secured for 2019.Politics remain the wildcard. Iraq’s draft 2019 budget is yet to be agreed, much less approved by parliament, and other potential blow-ups include a long-delayed federal dispute over the constitutionality of the KRG’s independent oil exports. Progress is unlikely on any of the final-status issues that have eluded the KRG and Baghdad for the last decade.While the KRG is unlikely to get all it wants from Baghdad, the status quo leaves enough for payment of oil-sector dues, salaries and pensions, with a little left over to restart stalled capital investments. After the referendum bust, renewed pragmatism could make 2019 the year the KRG’s oil sector is finally insulated from Iraq’s fractious politics, and allowed to grow at its own pace.

[therectifier1] 03/1/2019 14:09

Habscam/Rodnowherenearswan

I read your post and scratch my head and wonder lol.

I surprised you haven't called yourself J R Hartley ?

[nestoframpers] 03/1/2019 13:44

Second-tier operators, like Gulf Keystone Petroleum and Taqa, could ramp up 20,000 bl/d apiece by year end




Iraqi Kurdistan begins its recovery after a difficult year.
A resurgent energy sector and likely better relations with Baghdad make for a brighter KRI future.

Patrick Osgood
3 January 2019

The Kurdistan Region of Iraq (KRI) started 2018 in an awful mess. After a misjudged independence referendum in October 2017, the region lost almost half its land—and oil export capacity—as federal forces retook a swath of contested territory, including the oil-rich city of Kirkuk. The Kurdistan Regional Government (KRG) faced insolvency, and its leadership felt betrayed and isolated.

However, the KRG’s pipeline exports, which collapsed from around 580,000 bl/d to a post-Kirkuk level of 230,000 bl/d, have since recovered to around 400,000 bl/d.

There is even better news ahead: planned upgrades and drilling programmes could add around 100,000 bl/d of new production capacity by the end of 2019.

A consistent record of timely payments to IOCs has been critical. The KRG has gone further, paying back hundreds of millions of dollars in overdue pipeline fees to Turkey and oil allocations to major trading houses.

Flush with payments, DNO quickly brought the Peshkhabir field on stream, more than making up for declines at the nearby Tawkee field. Second-tier operators, like Gulf Keystone Petroleum and Taqa, could ramp up 20,000 bl/d apiece by year end. GazpromNeft doubled production at the south-eastern Sarqala field.

Moscow’s main interest, however, lies with Rosneft, which signed wide-ranging energy agreements with the KRG in 2017. Rosneft operates the main export pipeline to Turkey, putting it in the room for KRG-Baghdad energy deals. At least one Rosneft-contracted rig is working in the east, and Rosneft continues to buy Kurdish crude from Ceyhan. In 2019, Iraqi Kurdistan will be another area of the Middle East where the US will face increasing Russian influence. By lobbying for agreements to get northern Iraq’s oil to market as Iran sanctions bite, the US will help Rosneft garner pipeline tariffs and cement its position on the KRG’s energy scene.

The US helped broker a restart to oil-production sharing from Kirkuk fields after a year’s hiatus. Currently, the deal remains provisional and susceptible to differing interpretations. Yet diplomatic pressure, shared revenue interests, and the continuation of sharing arrangements for oil, fuel, refining and power all provide a brighter outlook for a productive truce on energy disputes in 2019.

Iraq’s chaotic election in 2018 resulted in a weak federal prime minister, strengthening the Kurdish position in Baghdad. Regular federal transfers of around $270mn a month have stabilised the KRG’s independent oil sector, while Western military aid—and the associated diplomatic ties—are secured for 2019.

Politics remain the wildcard. Iraq’s draft 2019 budget is yet to be agreed, much less approved by parliament, and other potential blow-ups include a long-delayed federal dispute over the constitutionality of the KRG’s independent oil exports. Progress is unlikely on any of the final-status issues that have eluded the KRG and Baghdad for the last decade.

While the KRG is unlikely to get all it wants from Baghdad, the status quo leaves enough for payment of oil-sector dues, salaries and pensions, with a little left over to restart stalled capital investments. After the referendum bust, renewed pragmatism could make 2019 the year the KRG’s oil sector is finally insulated from Iraq’s fractious politics, and allowed to grow at its own pace.

[guypender] 03/1/2019 13:41

Leave it man. It's eating you up