Gulf Keystone Petroleum Share Discussion Threads

[j0sekl] 12/4/2020 10:50

Chinese_Takeaway 11 Apr '20 - 19:11 - 601985 of 601985
New CFO has no options.why would he , no use in a delisted CNPC subsidiary! :)
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LMFAO 😉
99% of your money has evaporated since I told you Gulf was finished 8 years ago. Like how much "wiser" it's made you, let's both agree you've gotten what you deserve. That makes everyone happy 🤣

[chinese_takeaway] 11/4/2020 19:11

#GKP deal announcement incomingPrevious CFO architect of turnaround, 3.2m options NOT LOST those when replaced by buyers CFO , Beijing based.They vest on the saleNew CFO has no options.why would he , no use in a delisted CNPC subsidiary! :)https://t.co/iu0ci33iQI

[chinese_takeaway] 11/4/2020 18:19

Agree Chinese favourites, particularly as they big buyers of heavy oil.Consortium also likely given scale of Giant if not supergiant field.#GKPDEC 2016 story 3 1/2 years agoNot denied, Shaikan largest onshore in ? in indy operatorship no surprise Chinese IOC interestCNPC subsequently did tech field log/analysis over 2018/19. imo CNPC favourites as the buyers J p Morgan + 4.55m in past 3 wks+ now pushing 6% https://t.co/gbjqEC6Qg3

[chinese_takeaway] 11/4/2020 18:18

https://t.co/1dWUlCfn5w3 years holding 28.8m shares and never selling  1 , LANSDOWNE (who are acting for Morgan Stanley) choose NOW to BUY very very  aggressively, over 2.1m in less than 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voracious!#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 > 12.05m Obviously Sale incominghttps://t.co/1dWUlCfn5w

[chinese_takeaway] 11/4/2020 18:18

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 GKP now sits at £622m, equivalent to 287p/share (from 345p). This is where we also choose to set our target price and therefore maintain our BUY RECOMMENDATION .https://t.co/fMaubyPbsl

[bigdog5] 11/4/2020 16:17

"The final G20 communique appeared to gloss over simmering divisions over energy policy, making no mention of output cuts and pledging simply to ensure oil "market stability" amid the coronavirus pandemic".

[chinese_takeaway] 11/4/2020 12:13

#GKP deal announcement incomingPrevious CFO architect of turnaround, 3.2m options NOT LOST those when replaced by buyers CFO , Beijing based.They vest on the saleNew CFO has no options.why would he , no use in a delisted CNPC subsidiary! :)https://t.co/iu0ci33iQI

[chinese_takeaway] 11/4/2020 11:43

Agree Chinese favourites, particularly as they big buyers of heavy oil.Consortium also likely given scale of Giant if not supergiant field.#GKPDEC 2016 story 3 1/2 years agoNot denied, Shaikan largest onshore in ? in indy operatorship no surprise Chinese IOC interestCNPC subsequently did tech field log/analysis over 2018/19. imo CNPC favourites as the buyers J p Morgan + 4.55m in past 3 wks+ now pushing 6% https://t.co/gbjqEC6Qg3

[chinese_takeaway] 11/4/2020 11:43

https://t.co/1dWUlCfn5w3 years holding 28.8m shares and never selling  1 , LANSDOWNE (who are acting for Morgan Stanley) choose NOW to BUY very very  aggressively, over 2.1m in less than 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voracious!#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 > 12.05m Obviously Sale incominghttps://t.co/1dWUlCfn5w

[chinese_takeaway] 11/4/2020 11:43

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 GKP now sits at £622m, equivalent to 287p/share (from 345p). This is where we also choose to set our target price and therefore maintain our BUY RECOMMENDATION .https://t.co/fMaubyPbsl

[mcfly02] 11/4/2020 11:32

Good Morning 😃

A little piece from The Washington Post.

Iraqi officials said that protection is unlikely. “No judge will issue an arrest warrant against a senior militia member if he wants to stay alive,” said one senior Iraqi military official. “Let’s be honest. If the militias want to attack” the Americans, “we can’t stop them.”

The administration this week announced a high-level “strategic dialogue” with Iraq, to be held in June. But assuming such a gathering could take place during the pandemic, Iraq has no permanent government that could participate. There has been no official prime minister in Baghdad since late November, when Adel Abdul Mahdi stepped down in the face of mass protests. After a visit from the new head of Iran’s Quds Force, a U.S.-backed candidate, Adnan al-Zurfi, withdrew his candidacy on Thursday when key Shiite parties turned against him.

[urals] 11/4/2020 08:36

Agree Chinese favourites, particularly as they big buyers of heavy oil.Consortium also likely given scale of Giant if not supergiant field.#GKPDEC 2016 story 3 1/2 years agoNot denied, Shaikan largest onshore in ? in indy operatorship no surprise Chinese IOC interestCNPC subsequently did tech field log/analysis over 2018/19. imo CNPC favourites as the buyers J p Morgan + 4.55m in past 3 wks+ now pushing 6% https://t.co/gbjqEC6Qg3

[urals] 11/4/2020 08:36

https://t.co/1dWUlCfn5w3 years holding 28.8m shares and never selling  1 , LANSDOWNE (who are acting for Morgan Stanley) choose NOW to BUY very very  aggressively, over 2.1m in less than 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voracious!#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 > 12.05m Obviously Sale incominghttps://t.co/1dWUlCfn5w

[urals] 11/4/2020 08:36

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 GKP now sits at £622m, equivalent to 287p/share (from 345p). This is where we also choose to set our target price and therefore maintain our BUY RECOMMENDATION .https://t.co/fMaubyPbsl

[j0sekl] 10/4/2020 23:43

Problems with the quality of the field, misleading past statements about its size, heavy sour crude output, and a corrupt government that milks oil money for itself rather than pay companies, but also restricts all negative news from KRG related producers.. A recipe for disaster, and as you can see the Muppets can only think of one thing.
Spam their way to absolute wealth destruction, and continue to face the laughing music from the public where they flaunt their festering personalities and blank void of intelligence.

[nestoframpers] 10/4/2020 21:25

GKPHero hasn't posted for 2 weeks , Covid 19 ? get well soon if you have it GKPHero.

[urals] 10/4/2020 19:11

HabshanWhy are you interacting with criminals?

[chinese_takeaway] 10/4/2020 19:07

Agree Chinese favourites, particularly as they big buyers of heavy oil.Consortium also likely given scale of Giant if not supergiant field.#GKPDEC 2016 story 3 1/2 years agoNot denied, Shaikan largest onshore in ? in indy operatorship no surprise Chinese IOC interestCNPC subsequently did tech field log/analysis over 2018/19. imo CNPC favourites as the buyers J p Morgan + 4.55m in past 3 wks+ now pushing 6% https://t.co/gbjqEC6Qg3

[chinese_takeaway] 10/4/2020 19:06

https://t.co/1dWUlCfn5w3 years holding 28.8m shares and never selling  1 , LANSDOWNE (who are acting for Morgan Stanley) choose NOW to BUY very very  aggressively, over 2.1m in less than 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voracious!#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 > 12.05m Obviously Sale incominghttps://t.co/1dWUlCfn5w

[chinese_takeaway] 10/4/2020 19:06

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 GKP now sits at £622m, equivalent to 287p/share (from 345p). This is where we also choose to set our target price and therefore maintain our BUY RECOMMENDATION .https://t.co/fMaubyPbsl

[mcfly02] 10/4/2020 18:57

you beat me to it BigDog 😂