Gulf Keystone Petroleum Share Discussion Threads

[chinese_takeaway] 27/4/2019 11:27

Just a mull :))https://twitter.com/Paul47293202/status/1122044078806401026?s=19

[atino] 27/4/2019 10:35

(Video) “...the new cabinet of the Kurdistan Regional Government will likely be formed next week 🤔 possible meetings between oil officials from Baghdad and Erbil 🤔 the 45th anniversary of the bombardment of Qaladiza, shortages of a critical hemophilia drug in the Region, and Kurdistan Journalism Day.

hxxp://www.nrttv.com/EN/News.aspx?id=12044&MapID=1

[atino] 27/4/2019 10:21

Interesting 🤔💭💭💭


(Quote) Gas Plus Khalakan (GPK) suspended operations at its Shewashan oil field in Iraqi Kurdistan last year and has now walked away from the field, MEES learns. The field, which shareholders claimed would produce 10,000 b/d by 2016 ( MEES, 25 March 2016 ), failed to even hit 4,000 b/d and was producing a mere 1,000 b/d last year before production was halted altogether. The main culprit was water-cut issues which also saw output phenomenally collapse at nearby Taq Taq ( MEES, 31 March 2017 ). Despite the disappointing news, the KRG’s recovering oil sector has cause for considerably optimism: MEES forecasts that total oil output from the region could exceed 500,000 b/d by the end of the year...

hxxps://www.mees.com/2019/4/26/news-in-brief/krg-shewashan-production-suspended/cc3b3fb0-6817-11e9-8db7-1f45bddede43

[chinese_takeaway] 27/4/2019 09:23

Just a mull :)https://twitter.com/Paul47293202/status/1122044078806401026?s=19

[pensioner2] 26/4/2019 20:50

One final thought. The Chinese are legendary in their approach to long term planning, famously illustrated by Chow en Lai's 1972 reply to the question of his opinion on the French Revolution, "it's too early to say". With something like 1.4bn mouths to feed, they are unlikely to leave energy planning to chance when there are "world-class assets" available to power them for a century or more.

[chinese_takeaway] 26/4/2019 20:19

I can't help the feeling that you're right here, C_T. The share price looks to have been crashed to let in some on mates rates and it might well have gone much lower without control of the book. But all that augurs well for your other assertion - that something big is imminent.I am right

[chinese_takeaway] 26/4/2019 20:17

I forgot , multi decade , productionLowest lift costs NestThe Divi policy defies all corporate 1st year student knowledge....38% of the equity belongs too?.....A buyback in some form is line 1 of first thing to do if your stock is hugely undervalued and you have far too much cash.....They are the most deleveraged indy e and p everThey are also the most undervalued on LSE (peels words)So something needs to change corporatelyA sale or significant capital structure changeOr both

[chinese_takeaway] 26/4/2019 20:16

This technical access unprecedentedWithout a contract in placeSold...Whilst thinking about that Chinese technical study, NOR, why do you think they would allow that without some reason/connection. And why would they not challenge its disclosure in the courts if they were unhappy for it to be published. My conclusion on this point is that there is some overriding reason why they do not want to fall out with the authors.You have a point re the PSC's and HCL but that might already be squared-off with nods and winks and that $10bn you mention. In the bigger picture, it's not good business to to put two fingers up to the second largest economy on the planet.

[pensioner2] 26/4/2019 20:01

Whilst thinking about that Chinese technical study, NOR, why do you think they would allow that without some reason/connection. And why would they not challenge its disclosure in the courts if they were unhappy for it to be published. My conclusion on this point is that there is some overriding reason why they do not want to fall out with the authors.
You have a point re the PSC's and HCL but that might already be squared-off with nods and winks and that $10bn you mention. In the bigger picture, it's not good business to to put two fingers up to the second largest economy on the planet.

[chinese_takeaway] 26/4/2019 19:01

NestThe Divi policy defies all corporate 1st year student knowledge....38% of the equity belongs too?.....A buyback in some form is line 1 of first thing to do if your stock is hugely undervalued and you have far too much cash.....They are the most deleveraged indy e and p everThey are also the most undervalued on LSE (peels words)So something needs to change corporate lyA sale or significant capital structure changeOr both

[nestoframpers] 26/4/2019 18:44

I concur Re the above list , but all this talk about imminent is what I do not get . As yet Baghdad hasn't signed off the KRI PCS , there is no HCL , I think these things have to appear before a MOC NOC spends loads of cash. The Chinese spending $10 bill in Iraq might have bearing on this ?

[pensioner2] 26/4/2019 18:34

I didn't say taken over - I said something big. But, as you ask, they have recruited a top m&a NED, and advisors (PW) and lawyers and allowed in-depth technical appraisal of their only asset by an unconnected TP who then put it in the public domain and, and, and. Oh sorry, these are all just coincidences that every bog standard e&p company does. And what about the press articles by reputable outfits? What other "signs" do you think they could give?

[nestoframpers] 26/4/2019 18:05

since you are a self confessed OAP I take it you have a lot of experience of Oil Co's getting taken over ? I ask as I can't see any 'signs' other than Shaikan is clearly too big for GKP and the fact the are messing with CPR and other presentations.

[pensioner2] 26/4/2019 17:56

I can't help the feeling that you're right here, C_T. The share price looks to have been crashed to let in some on mates rates and it might well have gone much lower without control of the book. But all that augurs well for your other assertion - that something big is imminent.

[oilman063] 26/4/2019 17:09

Hello Guys.

[atino] 26/4/2019 16:23

Make that 💭💭 2 + (2) = $4K (...VISION)🤑🤑🤑😎 LOL

[chinese_takeaway] 26/4/2019 15:54

Chinese_T, you're right, the current DIVI seems to be a smoke screen.Games being played until GKP is sold.---------JB They had to address the massive cash pile utilityIf they stay indy supplemental divi should be 175m, not 25m , as they know.....So something else is about to crop up , by magic!

[atino] 26/4/2019 15:32

I have seriously lost count...of how many £K’s...have come to pass 🤦‍a94;️ (...until I don’t see my statement & refresh a new!)

Somewhere in the region of 18-17k I fink. A colossal week 🤑🤑🤑🤑 Thank you Lord 🤲

[atino] 26/4/2019 15:27

$2k + $1k (below) = $3k BANKED 🤑🤑🤑🤑...call this one ☝🏻 MY LUNCH 🍴 MONIES

(...from early days...to GOOD DAYS 🤑😇)