Gulf Keystone Petroleum Share Discussion Threads

[gkp_banggone] 06/2/2019 12:21

Trevanian lsePosts: 8Opinion: No OpinionPrice: 203.50RE: IF ?Today 10:52The market share price has never borne any real world proportion to the underlying industry value of an 80% working interest and operator-ship in a giant land based field. Ever since the unusual designed financial restructure, the market prices have been, and remain an overwhelming risk to reward opportunity.I and my family have taken this up as best we can.I note the traded volumes have continued to decline over the past few weeks which my broker believes often precedes a corporate transaction .My previous postings outline my personal estimate of industry sale value, and I look forward to soon discovering what the company’s corporate advisers have actually realised.I have arrived in the UK today with colleagues and we will be at Burlington House tomorrow evening.White shirt, no tie, dark blue suit, short grey hair, if any fellow investors attending would like to say hello.

[gkp_banggone] 06/2/2019 12:21

Whose trevbob?

[stockport loser] 06/2/2019 11:04

Well it would be if it wasn't all made up inside your tiny little mind

[gkp_banggone] 06/2/2019 10:08

Agree CNPCThe buyback will have bought in 25%plusIncludes. Taconic 13.54

[gkp_banggone] 06/2/2019 10:07

You're welcome🖤🖤ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'œðŸŽˆðŸŽˆðŸ'œðŸ'šðŸ–¤ðŸ'›ðŸ'šðŸ'™ðŸ–¤ðŸ'›ðŸ'œðŸ'šðŸ'šâ?¤ï¸?🖤🖤The more their proxy has bought in the higher holders profits at t/o:ðŸ'–ðŸ'–No FY report will be required if they DELIST ist by 30/4 - if not they HAVE to report.Listing REGS require that.Sale by Scheme of arrangement takes at least two months to delist them.So it's very nearly all over,SALE RNS IMMINENT :ðŸ'ŸðŸ'ŸPeel Hunt issued a recent note on the company.#Valuation and recommendation. Following the above tweaks to the production profile and capex, we revise our core NAV to 392p from 387p. We continue to conservatively include no value in our target price for the 239MMbbl gross 2C in Shaikan, worth 34-136p/sh risked-unrisked.Gulf Keystone Petroleum continues to stand out as one of our top sector picks and we reiterate Buy.#They are being super CONSERVATIVE 🌋ðŸ'‹!They use 58% WI when we now know it remains 80%.So their core valuation must be revised by this, 38% higher.The do not place any value on 2C, actually 330m at 80% WI, and even at a very modest $ 2.3 boe this adds further £2 plus.They are only using $3.4 boe for 2P when MOL report $8 and Shamaran higher.So low base-case in my assessment is 470m 2p, 330m 2C (which would in my be treated as effectively 2P when new FDP approved)Working on 800m 2P without adding any value for the MOL recently reported upside and using a stil very modest $10 boe provides $ 8bn asset resource value.This is still very modest in that a land based resource of this size would be strongly fought over by IOC.With 229 million shares, using dollar exchange of 1.29, £ 27 per share would be the minimum I would expect the company’s major owners to accept.It would not be a surprise to me if this number doubled.🎈 xxxxxxx

[mcfly02] 06/2/2019 10:06

Good Morning 😃

Apparently I'm a troll ???

So someone who tells many that they are wrong with all of their ramptastic predictions ???
So someone who speaks the TRUTH and is proven by events to be correct is a troll ???

So what do you call someone that tells you everyday that this will be taken over tomorrow tells you that there will be no restructuring tells you to remortgage your houses ???

PMSL 🐐🎥

[officerdigby] 06/2/2019 09:34

Or nothing LOL.

What you gonna say when the publication of results RNS get published.?

[gkp_banggone] 06/2/2019 09:06

The sale by scheme will be announced very soon£25+++Will they announce how many they have bought in before the sake RNS Or at same time?Latter I think

[gkp_banggone] 06/2/2019 09:02

???Good morningðŸ'ŸYou're welcome ðŸ'ŸðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'–ðŸ'œðŸŽˆðŸŽˆðŸ'œðŸ'šðŸ–¤ðŸ'›ðŸ'šðŸ'™ðŸ–¤ðŸ'›ðŸ'œðŸ'šðŸ'šâ?¤ï¸?🖤🖤The more their proxy has bought in the higher holders profits at t/o:ðŸ'–ðŸ'–No FY report will be required if they DELIST ist by 30/4 - if not they HAVE to report.Listing REGS require that.Sale by Scheme of arrangement takes at least two months to delist them.So it's very nearly all over,SALE RNS IMMINENT :ðŸ'ŸðŸ'ŸPeel Hunt issued a recent note on the company.#Valuation and recommendation. Following the above tweaks to the production profile and capex, we revise our core NAV to 392p from 387p. We continue to conservatively include no value in our target price for the 239MMbbl gross 2C in Shaikan, worth 34-136p/sh risked-unrisked.Gulf Keystone Petroleum continues to stand out as one of our top sector picks and we reiterate Buy.#They are being super CONSERVATIVE 🌋ðŸ'‹!They use 58% WI when we now know it remains 80%.So their core valuation must be revised by this, 38% higher.The do not place any value on 2C, actually 330m at 80% WI, and even at a very modest $ 2.3 boe this adds further £2 plus.They are only using $3.4 boe for 2P when MOL report $8 and Shamaran higher.So low base-case in my assessment is 470m 2p, 330m 2C (which would in my be treated as effectively 2P when new FDP approved)Working on 800m 2P without adding any value for the MOL recently reported upside and using a stil very modest $10 boe provides $ 8bn asset resource value.This is still very modest in that a land based resource of this size would be strongly fought over by IOC.With 229 million shares, using dollar exchange of 1.29, £ 27 per share would be the minimum I would expect the company’s major owners to accept.It would not be a surprise to me if this number doubled.🎈 xxx

[officerdigby] 06/2/2019 08:58

It depends how you look at it.


Is he saying settle up debts with IOC's and the SOMO will take on contracts...

VERY GOOD.

OR is he saying settle up debts and then cancel PSC and SOMO will run everything via service contracts!

VERY BAD!

Kind of critically different for Kurdy oilers!

DISCUSS.

[stockport loser] 06/2/2019 08:57

SP looks a car crash...

[nestoframpers] 06/2/2019 08:40

Politics looks promising .

[beernut] 06/2/2019 07:51

Improved relations

Customs Checkpoints Between Kurdistan and Iraq to be Removed Soon

BasNews 06/02/2019 - 00:23 Published in Kurdistan
Customs Checkpoints Between Kurdistan and Iraq to be Removed Soon

Tagged under en
ERBIL - The controversial customs checkpoints on the highways between Kirkuk-Erbil, Kirkuk-Sulaimaniya, and Duhok-Mosul are said to be removed soon as the relations between Kurdistan Region and Iraq are improving.

The customs offices, which were built by the federal government in late 2017, have affected the Kurdish businessmen. The removal of the checkpoints, however, is expected to develop trade in the region.

According to the latest agreements between the Kurdistan Region and Iraq, Baghdad has shown readiness to remove the customs offices by February 17, as cited by Kurdistan 24.

The taxation system at all checkpoints across Iraq will also be reorganized, according to the information BasNews has learned.