Date | Subject | Author | Discuss |
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17/4/2020 14:25 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for/via 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 | |
17/4/2020 14:25 | Keep on pumping the oil at a massive loss, is that the charitable plan? | bigdog5 | |
17/4/2020 14:24 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for/via 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 | |
17/4/2020 14:24 | 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 | |
17/4/2020 14:24 | 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 Sale approaches.Don't be mugged out by the clowns here. | urals | |
17/4/2020 14:24 | All those extra wells that need to be drilled because there's no gas injection, is it buy one get one free? | bigdog5 | |
17/4/2020 14:23 | 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 | |
17/4/2020 14:23 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for/via 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 | |
17/4/2020 14:23 | 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 Sale approaches.Don't be mugged out by the clowns here. | urals | |
17/4/2020 14:23 | 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 Sale approaches.Don't be mugged out by the clowns here. | urals | |
17/4/2020 14:23 | Will they risk paying the dividends now? | bigdog5 | |
17/4/2020 14:22 | Those buybacks were a waste of needed funds as I said they were Paul, care to comment? | bigdog5 | |
17/4/2020 14:21 | 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 Sale approaches.Don't be mugged out by the clowns here. | urals | |
17/4/2020 14:21 | When's the takeover now Paul? | bigdog5 | |
17/4/2020 14:21 | https://t.co/1dWUlCfn5w3 years AFTER HOLDING 28.8m shares and NEVER selling 1 , LANSDOWNE (who are acting for/via 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 | |
17/4/2020 14:21 | Will the company be stating as usual how grateful they are for the continuing support from the hosts? | bigdog5 | |
17/4/2020 14:21 | 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 | |
17/4/2020 14:20 | AgreedVery good news from GKP this morning regarding payments from the KRG.The new proposed KRG arrangement represents immediate payment of sales invoices, going forward. This has already begun with the payment for March 2020 Shaikan production. The payment for April 2020 is on the horizon, albeit modest in size because of the depressed oil price.That leaves the four month period November 2019 to February 2020 as the outstanding sum. GKP will be owed this amount by the KRG until the end of 2020, though oil price recovery could accelerate that. Is this interest-free arrangement a poor one? Of course not!GKP has typically been paid well in arrears and on an interest-free basis, so this is essentially the existing arrangement put onto a proper, formalised basis. And if GKP follow normal accounting conventions, the amount will appear in the Accounts as an agreed debt or loan. This makes the GKP financial position stronger, even though the cash is not actually in the bank. A significant slice of the $100 million Notes will then be covered by this formally owed amount.GKP can now determine its Dividend proposal for the 2019 Results which should be released by the end of this month. It can also deal with the Treasury shares, cancelling them as appropriate. | urals | |
17/4/2020 14:20 | 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 Sale approaches.Don't be mugged out by the clowns here. | urals | |
17/4/2020 14:20 | How much in the bank account as that info was missing. | bigdog5 | |
17/4/2020 14:20 | AgreedVery good news from GKP this morning regarding payments from the KRG.The new proposed KRG arrangement represents immediate payment of sales invoices, going forward. This has already begun with the payment for March 2020 Shaikan production. The payment for April 2020 is on the horizon, albeit modest in size because of the depressed oil price.That leaves the four month period November 2019 to February 2020 as the outstanding sum. GKP will be owed this amount by the KRG until the end of 2020, though oil price recovery could accelerate that. Is this interest-free arrangement a poor one? Of course not!GKP has typically been paid well in arrears and on an interest-free basis, so this is essentially the existing arrangement put onto a proper, formalised basis. And if GKP follow normal accounting conventions, the amount will appear in the Accounts as an agreed debt or loan. This makes the GKP financial position stronger, even though the cash is not actually in the bank. A significant slice of the $100 million Notes will then be covered by this formally owed amount.GKP can now determine its Dividend proposal for the 2019 Results which should be released by the end of this month. It can also deal with the Treasury shares, cancelling them as appropriate. | urals | |
17/4/2020 14:20 | 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 | |