Gulf Keystone Petroleum Share Discussion Threads

[chinese_takeaway] 09/4/2020 09:18

https://t.co/cd69rAFs8lPEEL HUNT BROKERS ANALYSIS :BUY : TARGET 287PThe business is currently having to withstand a volley of unforeseen negative developments, the combination of which has caused the share price to fall -60% in the past month. However, GKP's financial discipline in recent years has ensured the business today is in good health and is therefore in a strong position to weather this period of increased volatility. Having now moved to update our asset model to factor in new production expectations and Shaikan capex phasing over the coming years, our DCF analysis still shows considerable upside to the share price. Our Core NAV for BUY RECOMMENDATION . https://t.co/fMaubyPbsl

[chinese_takeaway] 09/4/2020 09:18

After over 3 years of holding 28.8m shares never selling  1 , LANSDOWNE buy very aggressively JP Morgan even more greedy#GKPLANSDOWNE PARTNERS who hold largest holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now > 31m holdingJPMORGAN same 2 WK period over 4.55m shares now > 12.05mSale incoming https://t.co/1dWUlCfn5w

[habshan] 09/4/2020 09:16

Oilman - "Let's see how many can point out the glaring errors 😂"

Can anyone point out the glaring error in the following statement:-

Oilman (601456) :- "what construction activity?".


RNS 24th March - "GKP was on track to achieve 55,000 bopd in Q3 2020, prior to the previously announced suspension of expansion activity."

RNS 16th March - "As a result, certain construction activities related to the expansion to 55,000 bopd have been suspended.
....the suspension of drilling and certain expansion operations."

RNS 21st January - "With the continued development of the Shaikan Field, the Company expects to increase average production in 2020 by more than 30% year-on-year to 43,000-48,000 bopd.
Debottlenecking and facility upgrades remain on schedule."

RNS 20th December - "The Company has made significant progress on a number of fronts, we remain on course to achieve further significant production growth in 2020."

[pensioner2] 09/4/2020 09:08

Big buys going in again.

[chinese_takeaway] 09/4/2020 08:53

https://t.co/cd69rAFs8lPEEL HUNT BROKERS ANALYSIS :BUY : TARGET 287PThe business is currently having to withstand a volley of unforeseen negative developments, the combination of which has caused the share price to fall -60% in the past month. However, GKP's financial discipline in recent years has ensured the business today is in good health and is therefore in a strong position to weather this period of increased volatility. Having now moved to update our asset model to factor in new production expectations and Shaikan capex phasing over the coming years, our DCF analysis still shows considerable upside to the share price. Our Core NAV for BUY RECOMMENDATION . https://t.co/fMaubyPbsl

[chinese_takeaway] 09/4/2020 08:53

AgreeFrom Twitter , interesting after over 3 years of holding never selling  , LANSDOWNE buy very aggressively NOW,JP Morgan even more greedy#GKPLANSDOWNE PARTNERS who hold largest holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now > 31m holdingJPMORGAN same 2 WK period over 4.55m shares now > 12.05mSale incoming https://t.co/1dWUlCfn5w

[mcfly02] 09/4/2020 08:48

Good Morning 😃

Today I find myself needing a change of underwear due to me PMSL 😂

Take a look at SlurryScot's work program post on the LSE.

Let's see how many can point out the glaring errors 😂

I'll point them out later.

[chinese_takeaway] 09/4/2020 08:21

It's being held down , suppressed, for months...as clearly it's worth a fortune when the trade sale announced....

[martym] 09/4/2020 08:11

This is refusing to go up even with lots of buys

[urals] 09/4/2020 07:28

https://t.co/cd69rAFs8lPEEL HUNT BROKERS ANALYSIS :BUY : TARGET 287PThe business is currently having to withstand a volley of unforeseen negative developments, the combination of which has caused the share price to fall -60% in the past month. However, GKP's financial discipline in recent years has ensured the business today is in good health and is therefore in a strong position to weather this period of increased volatility. Having now moved to update our asset model to factor in new production expectations and Shaikan capex phasing over the coming years, our DCF analysis still shows considerable upside to the share price. Our Core NAV for BUY RECOMMENDATION . https://t.co/fMaubyPbsl

[urals] 09/4/2020 07:27

From Twitter , interesting after over 3 years of holding never selling  , LANSDOWNE buy very aggressively NOW,JP Morgan even more greedy#GKPLANSDOWNE PARTNERS who hold largest holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now > 31m holdingJPMORGAN same 2 WK period over 4.55m shares now > 12.05mSale incoming https://t.co/1dWUlCfn5w

[urals] 09/4/2020 07:26

#GKPLANSDOWNE PARTNERS who hold largest holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now > 31m holdingJPMORGAN same 2 WK period over 4.55m shares now > 12.05mSale incoming https://t.co/1dWUlCfn5w

[urals] 09/4/2020 07:17

From Twitter , interesting after over 3 years of holding never selling , LANSDOWNE buy very aggressively NOW,JP Morgan even more greedy#GKPLANSDOWNE PARTNERS who hold largest holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now > 31m holdingJPMORGAN same 2 WK period over 4.55m shares now > 12.05mSale incoming https://t.co/2LXAbhxL0c

[urals] 09/4/2020 07:11

https://t.co/cd69rAFs8lPEEL HUNT BROKERS ANALYSIS :BUY : TARGET 287PThe business is currently having to withstand a volley of unforeseen negative developments, the combination of which has caused the share price to fall -60% in the past month. However, GKP's financial discipline in recent years has ensured the business today is in good health and is therefore in a strong position to weather this period of increased volatility. Having now moved to update our asset model to factor in new production expectations and Shaikan capex phasing over the coming years, our DCF analysis still shows considerable upside to the share price. Our Core NAV for BUY RECOMMENDATION . https://t.co/fMaubyPbsl

[highlander7] 09/4/2020 05:25

Chinese heavily involved now at GCM ( and Bangladesh) . Looking good.

[bigdog5] 08/4/2020 22:58

Why did you get rid of all your posts highlander7? Orders from Penge HQ or was it just pure embarrassment of getting everything wrong and misleading the gullible?

[nestoframpers] 08/4/2020 18:51

Hope so under water there too .

[highlander7] 08/4/2020 18:26

Looks like GCM/ Phulbari may be going ahead. POL have 25% + of the shares.

[nestoframpers] 08/4/2020 18:25

What is going on at GCM? up 125%

[urals] 08/4/2020 17:36

Oilio$160m at cash in bank $80-90m outstanding INCREASING by about $ 0.60m per day at current 38k and POO.Set fair to comfortably declare the guaranteed $25m div no sweat. That's over 14% yield at 70p But the co is obviously 99% certainly sold , so it's a huge capital gain ,At least 20 fold .

[urals] 08/4/2020 17:35

https://t.co/cd69rAFs8lPEEL HUNT BROKERS ANALYSIS :BUY : TARGET 287PThe business is currently having to withstand a volley of unforeseen negative developments, the combination of which has caused the share price to fall -60% in the past month. However, GKP's financial discipline in recent years has ensured the business today is in good health and is therefore in a strong position to weather this period of increased volatility. Having now moved to update our asset model to factor in new production expectations and Shaikan capex phasing over the coming years, our DCF analysis still shows considerable upside to the share price. Our Core NAV for BUY RECOMMENDATION . https://t.co/fMaubyPbsl

[urals] 08/4/2020 17:35

Agree Chinese, was BSdog utterly transparent binned over 6 months back along with dozens of others !Pensioner the con artist BSDog is obviously being paid or a complete lunatic.Could be both.I filtered him many months ago and he'd already racked up 24,000 + negative posts!!!! I see his avatar every day 24/7, presumably a market maker working for one of the US investment banks stake builders paying him.so agree his 24/7 presence the biggest buy signal on any blog !!!

[urals] 08/4/2020 17:35

Me too Agree amarettoSomething is going on here ... certain of that

[bigdog5] 08/4/2020 17:35

McFly, Paul's working so hard.