Gulf Keystone Petroleum Share Discussion Threads

[steephill cove] 08/2/2019 20:47

Presentation Out Slide 23.You don't build a pipeline of that diameter & that magnitude for upto "40000"; "55000" or even "75000" bopd....

[stockport loser] 08/2/2019 20:35

The share price is down today is the only fact.Clown talk is just for clowns.

[gkp_banggone] 08/2/2019 19:24

Davros ðŸ˜RNS - SOLD BY SCHEME OF ARRANGEMENTBy 8:00am Tuesday 19th FebruaryðŸ'ŒYOU CAN TAKE THAT TO THE BANK 😊ðŸ'–AND YOU ARE VERY WELCOME ðŸ'–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'–ðŸ'–ðŸ'œThe more their proxy Citigroup /Pareto have bought in the higher holders profits at t/o:ðŸ'–ðŸ'–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.🎈

[davr0s] 08/2/2019 19:10

I've told you already the bank ain't having it - says it's a scam

[gkp_banggone] 08/2/2019 19:08

RNS - SOLD BY SCHEME OF ARRANGEMENTBy 8:00am Tuesday 19th FebruaryðŸ'ŒYOU CAN TAKE THAT TO THE BANK 😊ðŸ'–AND YOU ARE VERY WELCOME ðŸ'–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'–ðŸ'–ðŸ'œThe more their proxy Citigroup /Pareto have bought in the higher holders profits at t/o:ðŸ'–ðŸ'–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.🎈gg

[mcfly02] 08/2/2019 19:07

Lots of laughable comments on the LSE tonight 😂😂😂

If any particular GKP investor would like to meet me in the UK for the reasons given on the LSE please let me know and I will more than happily oblige.

And I really do mean that !

[gkp_banggone] 08/2/2019 18:55

XRNS - SOLD BY SCHEME OF ARRANGEMENTBy 8:00am Tuesday 19th FebruaryðŸ'ŒYOU CAN TAKE THAT TO THE BANK 😊ðŸ'–AND YOU ARE VERY WELCOME ðŸ'–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'–ðŸ'–ðŸ'œThe more their proxy Citigroup /Pareto have bought in the higher holders profits at t/o:ðŸ'–ðŸ'–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.🎈

[0ili0] 08/2/2019 18:52

Presentation out."It's an Oilman's dream" slide 3.

[davr0s] 08/2/2019 18:47

I took it to the bank and they looked at me rather strangely and then kicked me out

[nestoframpers] 08/2/2019 18:35

Whoops Broadfraud

[davr0s] 08/2/2019 17:54

Has it been taken over yet?

[gkp_banggone] 08/2/2019 17:36

Good for you

[lifeson] 08/2/2019 17:27

Not me CNPC, added more today.

[lifeson] 08/2/2019 17:27

Thanks P2, just seen that.

14:02:53 08-Feb-2019 204.50 GBX 100,000 204,500.00 Off-book LRGS XLON

:)

[pensioner2] 08/2/2019 17:16

There's part of the answer, lifeson. A 100k buy @ 204.5 where it has been pinned all day.

[gkp_banggone] 08/2/2019 17:09

It's been happening for weeks pretty much every day between 430 4354 equal trades sometimes marked sell sometimes buyThink it was 3200 yesterdayThis are the biggest sizePresume two parties working the market and settling at end if each day