Date | Subject | Author | Discuss |
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15/4/2020 17:54 | 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 | urals | |
15/4/2020 17:54 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for Morgan Stanley) HAVE CHOSEN NOW to BUY very very aggressively, OVER 2,100,000 in PAST 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voraciousLANSDOWNE PARTNERS holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now >OVER 31m holdingJPMORGAN same 2 WK period BOUGHT OVER 4.55m shares now > 12.05m https://t.co/1dWUlCfn5w | urals | |
15/4/2020 17:54 | Sale implementation agreement entered into GKP and Buyers CNPC last June The new CFO appointment was part of the deal.He's STILL LIVES in Doncheng district Beijing.Handy really as CNPC the new owners HQ same spot. :)))Clowns mugging you out here , on behalf of Morgan Stanley and j p Morgan who have bought a minimum of 8,000,000 in last month as Sake approaches.Don't be mugged out by the clowns here. | urals | |
15/4/2020 17:50 | David 🤡
Any chance you could update me on that hindsight trade you said I did ???
How much money do you think I've made from trading Kurdish stocks this week ???
I'll give you a clue, it's massively more than the hold or buy more crew 😂
Time for you to catch an Indridcold and call me lots of hurtful names 😂😂128514; | mcfly02 | |
15/4/2020 16:50 | 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 | chinese_takeaway | |
15/4/2020 16:50 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for Morgan Stanley) HAVE CHOSEN NOW to BUY very very aggressively, OVER 2,100,000 in PAST 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voraciousLANSDOWNE PARTNERS holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now >OVER 31m holdingJPMORGAN same 2 WK period BOUGHT OVER 4.55m shares now > 12.05m https://t.co/1dWUlCfn5w | chinese_takeaway | |
15/4/2020 16:50 | Sale implementation agreement entered into GKP and Buyers CNPC last June The new CFO appointment was part of the deal.He's STILL LIVES in Doncheng district Beijing.Handy really as CNPC the new owners HQ same spot. :)))Clowns mugging you out here , on behalf of Morgan Stanley and j p Morgan who have bought a minimum of 8,000,000 in last month as Sake approaches.Don't be mugged out by the clowns here. | chinese_takeaway | |
15/4/2020 16:33 | Half a p by the end of the week? | bigdog5 | |
15/4/2020 16:30 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for Morgan Stanley) HAVE CHOSEN NOW to BUY very very aggressively, OVER 2,100,000 in PAST 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voraciousLANSDOWNE PARTNERS holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now >OVER 31m holdingJPMORGAN same 2 WK period BOUGHT OVER 4.55m shares now > 12.05m https://t.co/1dWUlCfn5w | chinese_takeaway | |
15/4/2020 16:29 | Sale implementation agreement entered into GKP and Buyers CNPC last June The new CFO appointment was part of the deal.He's STILL LIVES in Doncheng district Beijing.Handy really as CNPC the new owners HQ same spot. :)))Clowns mugging you out here , on behalf of Morgan Stanley and j p Morgan who have bought a minimum of 8,000,000 in last month as Sake approaches.Don't be mugged out by the clowns here. | chinese_takeaway | |
15/4/2020 16:29 | Keep pumping out the same old BS Paul, the morons depend on you, lol. | bigdog5 | |
15/4/2020 16:28 | SP into the swinging 60's, you were too hasty johnyboy, should have listened to the wise ones:-) | bigdog5 | |
15/4/2020 16:25 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for Morgan Stanley) HAVE CHOSEN NOW to BUY very very aggressively, OVER 2,100,000 in PAST 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voraciousLANSDOWNE PARTNERS holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now >OVER 31m holdingJPMORGAN same 2 WK period BOUGHT OVER 4.55m shares now > 12.05m https://t.co/1dWUlCfn5w | chinese_takeaway | |
15/4/2020 16:25 | 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 | chinese_takeaway | |
15/4/2020 16:25 | Sale implementation agreement entered into GKP and Buyers CNPC last June The new CFO appointment was part of the deal.He's STILL LIVES in Doncheng district Beijing.Handy really as CNPC the new owners HQ same spot. :)))Clowns mugging you out here , on behalf of Morgan Stanley and j p Morgan who have bought a minimum of 8,000,000 in last month as Sake approaches.Don't be mugged out by the clowns here. | chinese_takeaway | |
15/4/2020 16:24 | https://t.co/0DN07Poab8HowHow many MORE have JP Morgan, and Morgan Stanley BOUGHT ?6, 700, 000 between them between Mar 16 and April 1NOW 2 weeks further on I suspect its now WELL OVER r 10m mugged out from retail pre OBVIOUS Sale RNShttps://t.co/0DN07Poab8#GKPInsiders ( eg J PMorgan+ 4.5m sh now at over 5.7% to 12m+ in just the past 3 weeks! ) GKP been in SALE implementation agreement since June '19 Sale by scheme announced shortly. Instis driven share price down to make co super cheap on these valuation metrics whilst filling up on retail sells https://t.co/0DN07Poab8 | chinese_takeaway | |
15/4/2020 16:24 | Sale implementation agreement entered into GKP and Buyers CNPC last June The new CFO appointment was part of the deal.He's STILL LIVES in Doncheng district Beijing.Handy really as CNPC the new owners HQ same spot. :)))Clowns mugging you out here , on behalf of Morgan Stanley and j p Morgan who have bought a minimum of 8,000,000 in last month as Sake approaches.Don't be mugged out by the clowns here. | chinese_takeaway | |
15/4/2020 16:22 | Oil price in freefall,, will BB be correct with his $15 prediction, I'm more conservative with $20 but lets see how we go:-) | bigdog5 | |
15/4/2020 16:21 | I thought oilman was selling down his holding on Friday.
He was down the Chinese wet market flogging roadkill. | gkphero | |
15/4/2020 16:20 | https://t.co/0DN07Poab8HowHow many MORE have JP Morgan, and Morgan Stanley BOUGHT ?6, 700, 000 between them between Mar 16 and April 1NOW 2 weeks further on I suspect its now WELL OVER r 10m mugged out from retail pre OBVIOUS Sale RNShttps://t.co/0DN07Poab8#GKPInsiders ( eg J PMorgan+ 4.5m sh now at over 5.7% to 12m+ in just the past 3 weeks! ) GKP been in SALE implementation agreement since June '19 Sale by scheme announced shortly. Instis driven share price down to make co super cheap on these valuation metrics whilst filling up on retail sells https://t.co/0DN07Poab8 | chinese_takeaway | |
15/4/2020 16:20 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for Morgan Stanley) HAVE CHOSEN NOW to BUY very very aggressively, OVER 2,100,000 in PAST 3 weeks IMMINENT deal clearly NOW KNOWN to them .JP Morgan even more voraciousLANSDOWNE PARTNERS holding on behalf Morgan Stanley bought 2.1 m shares 13/3 to 1/4 Now >OVER 31m holdingJPMORGAN same 2 WK period BOUGHT OVER 4.55m shares now > 12.05m https://t.co/1dWUlCfn5w | chinese_takeaway | |
15/4/2020 16:19 | https://t.co/0DN07Poab8HowHow many MORE have JP Morgan, and Morgan Stanley BOUGHT ?6, 700, 000 between them between Mar 16 and April 1NOW 2 weeks further on I suspect its now WELL OVER r 10m mugged out from retail pre OBVIOUS Sale RNShttps://t.co/0DN07Poab8#GKPInsiders ( eg J PMorgan+ 4.5m sh now at over 5.7% to 12m+ in just the past 3 weeks! ) GKP been in SALE implementation agreement since June '19 Sale by scheme announced shortly. Instis driven share price down to make co super cheap on these valuation metrics whilst filling up on retail sells https://t.co/0DN07Poab8 | chinese_takeaway | |
15/4/2020 16:17 | Just goes to show how good Heel & Punt are with their "assumptions", lol. Always the unknowns innit:-)
Same old BS from Paul no doubt.
No such thing as an implementation agreement (or any of his other agreements he has to make up) and if there were something of that nature the company would have been forced to announce. Have they announced anything of that nature? Of course not.
Perhaps Landsdowne listen to the wrong people eh:-) Did they never read the book or watch the film "the big short"? | bigdog5 | |