Date | Subject | Author | Discuss |
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17/4/2020 14:33 | No implementation agreement Paul, no such document exists. | bigdog5 | |
17/4/2020 14:33 | 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 14:32 | No sale today The Chinese stay away They don't want heavy oil, Leave it in the soil. | bigdog5 | |
17/4/2020 14:32 | Broadford, I reckoned JF was only staying to try to reach the 55k a day, lol.
That's gone way back now. Pumping up his tyres soon?
Didn't Sami do well to get out considering his part in the wipeout? | bigdog5 | |
17/4/2020 14:30 | 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 14:29 | 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 Sale approaches.Don't be mugged out by the clowns here. | urals | |
17/4/2020 14:28 | 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 14:28 | 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 14:28 | No sale today The Chinese stay away They don't want heavy oil, Leave it in the soil. | bigdog5 | |
17/4/2020 14:28 | 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 14:27 | 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 14:27 | bigdog,
the Genel RNS was a little "light in a dark corner". Compare it with GKP's worthless statement(s).
I expect board changes very soon.
The others you mention are not worth paying attention to... | broadford bay | |
17/4/2020 14:27 | After all its only shareholders money and of no consequence to the hosts as they're alright innit. | bigdog5 | |
17/4/2020 14:27 | 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 14:26 | 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 14:26 | Hey fly, shorted again from 137, closed.
Do you have takers?
Once a ramper, then de-rampeer, make your mind up Son.
I bet you will not visit Bermuda next year? | dudishes | |
17/4/2020 14:26 | Perhaps the MNR believe there's enough money at the producers banks and shareholders won't mind if its used up. | bigdog5 | |
17/4/2020 14:26 | 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 14:25 | 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 | urals | |
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 | |