Date | Subject | Author | Discuss |
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06/2/2019 19:25 | Out for a duck. | stockport loser | |
06/2/2019 19:24 | Two oh two. Jon in to bat. Could he add a century? | 0ili0 | |
06/2/2019 18:56 | Sold by Christmas. Yawn | tickler | |
06/2/2019 18:08 | XxxxSALE BY SCHEME OF ARRANGEMENT AT HUGE PREMIUM ANNOUNCED NO LATER FEB 19 ð'YOU CAN TAKE THAT TO THE BANK ð AND YOU ARE VERY WELCOME ð'ð¤ð¤ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ððð'ð'ð¤ð'ð'ð'ð¤ð'ð'ð'ð'â?¤ï¸?ð¤ð¤The more their proxy has bought in the higher holders profits at t/o:ð'ð'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 :ð'ð'Peel 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 ðð'!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 Ãâã2 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, Ãâã 27 per share would be the minimum I would expect the companyâââ‰â¢s major owners to accept.It would not be a surprise to me if this number doubled.ð | gkp_banggone | |
06/2/2019 18:05 | Oh dear, that welshy poster is having a meltdown. It must be because I've got so much correct and the Penge street gang's predictions haven't.
Somo I believe will control all exports after Erbil fulfils it's obligations. The wording suggests the PSC's are now back in the mix and could be altered to TSC later on. The fact that it's a possibility alters all. The risks for shareholders have increased imho.
Let the hype commence:-) | bigdog5 | |
06/2/2019 17:46 | XSALE BY SCHEME OF ARRANGEMENT AT HUGE PREMIUM ANNOUNCED NO LATER FEB 19 ð'YOU CAN TAKE THAT TO THE BANK ð AND YOU ARE VERY WELCOME ð'ð¤ð¤ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ððð'ð'ð¤ð'ð'ð'ð¤ð'ð'ð'ð'â?¤ï¸?ð¤ð¤The more their proxy has bought in the higher holders profits at t/o:ð'ð'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 :ð'ð'Peel 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 ðð'!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 Ãâã2 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, Ãâã 27 per share would be the minimum I would expect the companyâââ‰â¢s major owners to accept.It would not be a surprise to me if this number doubled.ð | gkp_banggone | |
06/2/2019 17:45 | XI'm not guessing nest | gkp_banggone | |
06/2/2019 17:44 | XSALE BY SCHEME OF ARRANGEMENT AT HUGE PREMIUM ANNOUNCED NO LATER FEB 19 ð'YOU CAN TAKE THAT TO THE BANK ð AND YOU ARE VERY WELCOME ð'ð¤ð¤ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ððð'ð'ð¤ð'ð'ð'ð¤ð'ð'ð'ð'â?¤ï¸?ð¤ð¤The more their proxy has bought in the higher holders profits at t/o:ð'ð'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 :ð'ð'Peel 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 ðð'!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 Ãâã2 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, Ãâã 27 per share would be the minimum I would expect the companyâââ‰â¢s major owners to accept.It would not be a surprise to me if this number doubled.ð xxxxccc | gkp_banggone | |
06/2/2019 17:31 | SALE BY SCHEME OF ARRANGEMENT AT HUGE PREMIUM ANNOUNCED NO LATER FEB 19 ð'YOU CAN TAKE THAT TO THE BANK ð AND YOU ARE VERY WELCOME ð'ð¤ð¤ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ð'ððð'ð'ð¤ð'ð'ð'ð¤ð'ð'ð'ð'â?¤ï¸?ð¤ð¤The more their proxy has bought in the higher holders profits at t/o:ð'ð'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 :ð'ð'Peel 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 ðð'!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 Ãâã2 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, Ãâã 27 per share would be the minimum I would expect the companyâââ‰â¢s major owners to accept.It would not be a surprise to me if this number doubled.ð xxxxccc | gkp_banggone | |
06/2/2019 17:30 | I'm not guessing nest | gkp_banggone | |
06/2/2019 17:26 | CNP if there isn't a sale by the end of next week just keep on guessing anyway , someone has to keep posting on these BBs. | nestoframpers | |
06/2/2019 16:28 | Welshki Just use filterIt's what it's there for | gkp_banggone | |
06/2/2019 16:21 | Well they don't want to have to publish FY resultsreserves etc So its about 11 weeks maximum to get delisted 2-3 weeks lawyers pre Easter for court hearingSo yes sale RNS next 10 days anytimeSale announced before end of next week any dayTakes 7-8 weeks for the friendly agreed sale by scheme of arrangement to become effective - so we looking at scheme announcement anytime in next 10 days or so.Here's an example : 18 July announced Sept 5th effective and delistedRECOMMENDED ACQUISITIONofARM Holdings plcbySoftBank Group Corp.to be effected by means of a Scheme of Arrangement underPart 26 of the Companies Act 2006Scheme of Arrangement becomes effectiveOn 18 July 2016, the boards of directors of ARM Holdings plc (âARMâ?) and SoftBank GroupCorp. (âSoftBankâ?) announced that they had reached agreement on the terms of arecommended all cash offer for the entire issued and to be issued share capital of ARM bySoftBank (the âAcquisitionâ?) to be effected by means of a scheme of arrangement underPart 26 of the Companies Act 2006 (the âSchemeâ?).On 1 September 2016, ARM announced that the Court had sanctioned the Scheme at theCourt Hearing held on 1 September 2016.ARM and SoftBank are pleased to announce that, following the delivery of the Court Orderto the Registrar of Companies today 5 September , the Scheme has now become effective in accordancewith its terms and the entire issued and to be issued share capital of ARM is now owned bythe SoftBank Group (or such of its nominee(s) as agreed between SoftBank and ARM). | gkp_banggone | |
06/2/2019 16:18 | Hello David 😃
How's the tunnel working out for you ??? | mcfly02 | |
06/2/2019 16:10 | Thanks CNP | avidacre | |