Gulf Keystone Petroleum Share Discussion Threads

[bigdog5] 23/4/2020 11:59

With the oil price expected to remain low for a long time where's the money coming from for the new, better and cheaper gas plan? Out of cashflow, really, lol. The bank funds are going to melt away.

Then there's the timeline to consider and it would appear that there is no definite plan on the correct way to address it still.

But leave it to the experts eh, lol.

[urals] 23/4/2020 11:28

Presentationhttps://www.gulfkeystone.com/investors/presentations/

[urals] 23/4/2020 11:27

#GKP164 m cash plus 73m o/s from MNRProdn 38kSurvive with no growth independently at least 2 YEARS of low POO CNPC will taking care of growth ? #TLW asset sale today, IOC buy minnows/their assetsGKP next imminently

[urals] 23/4/2020 11:27

Price paid? I'm counting 2c as 2p, given a signature on the BUYERS FDPMakes it around 650m 2p minimum.#$ per 2P? Worst case $3 best $18. $1.95bn - 11. 5bn (£7--£42/share)Let's be very prudent say $5/2p = £ 11.80 /share

[urals] 23/4/2020 11:27

#GKP Sale implementation agreement made June 2019.Buyers China =Beijing based new CFO.Buyback ended 3/13 with $50m buying 19.6m sh = 8.54% shares which took out major shareholder of 2016 Restructure Capital pre agreed terms Straight after 3/13 to 1/4 in just 2 weeks Lansdowne buy further 2.1m shares and JPMorgan +4.65 mDeal incoming#GKP Sale implementation agreement made June 2019.Buyers China =Beijing based new CFO.Buyback ended 3/13 with $50m buying 19.6m sh = 8.54% shares which took out major shareholder of 2016 Restructure Capital pre agreed terms Straight after 3/13 to 1/4 in just 2 weeks Lansdowne buy further 2.1m shares and JPMorgan +4.65 mDeal incoming

[chinese_takeaway] 23/4/2020 10:02

Presentationhttps://www.gulfkeystone.com/investors/presentations/

[chinese_takeaway] 23/4/2020 10:02

#GKP164 m cash plus 73m o/s from MNRProdn 38kSurvive with no growth independently at least 2 YEARS of low POO CNPC will taking care of growth ? #TLW asset sale today, IOC buy minnows/their assetsGKP next imminently

[chinese_takeaway] 23/4/2020 10:01

Price paid? I'm counting 2c as 2p, given a signature on the BUYERS FDPMakes it around 650m 2p minimum.#$ per 2P? Worst case $3 best $18. $1.95bn - 11. 5bn (£7--£42/share)Let's be very prudent say $5/2p = £ 11.80 /share

[chinese_takeaway] 23/4/2020 10:01

#GKP Sale implementation agreement made June 2019.Buyers China =Beijing based new CFO.Buyback ended 3/13 with $50m buying 19.6m sh = 8.54% shares which took out major shareholder of 2016 Restructure Capital pre agreed terms Straight after 3/13 to 1/4 in just 2 weeks Lansdowne buy further 2.1m shares and JPMorgan +4.65 mDeal incoming#GKP Sale implementation agreement made June 2019.Buyers China =Beijing based new CFO.Buyback ended 3/13 with $50m buying 19.6m sh = 8.54% shares which took out major shareholder of 2016 Restructure Capital pre agreed terms Straight after 3/13 to 1/4 in just 2 weeks Lansdowne buy further 2.1m shares and JPMorgan +4.65 mDeal incoming

[the patriotic irishman] 23/4/2020 09:59

a very concise and succinct summary antondec

NO dividend 😲

NO salary reduction 🤬

NO idea when 55k will happen 🤫


but more importantly ...

GKP LOSING MONEY on oil produced if POO continues to remain BELOW $35 a barrel 🤦‍a94;️


yep its all about em barrels 🤣

[chinese_takeaway] 23/4/2020 09:36

Presentationhttps://www.gulfkeystone.com/investors/presentations/

[chinese_takeaway] 23/4/2020 09:35

#GKP164 m cash plus 73m o/s from MNRProdn 38kSurvive with no growth independently at least 2 YEARS of low POO CNPC will taking care of growth ? #TLW asset sale today, IOC buy minnows/their assetsGKP next imminently

[chinese_takeaway] 23/4/2020 09:35

Price paid? I'm counting 2c as 2p, given a signature on the BUYERS FDPMakes it around 650m 2p minimum.#$ per 2P? Worst case $3 best $18. $1.95bn - 11. 5bn (£7--£42/share)Let's be very prudent say $5/2p = £ 11.80 /share

[chinese_takeaway] 23/4/2020 09:35

#GKP Sale implementation agreement made June 2019.Buyers China =Beijing based new CFO.Buyback ended 3/13 with $50m buying 19.6m sh = 8.54% shares which took out major shareholder of 2016 Restructure Capital pre agreed terms Straight after 3/13 to 1/4 in just 2 weeks Lansdowne buy further 2.1m shares and JPMorgan +4.65 mDeal incoming#GKP Sale implementation agreement made June 2019.Buyers China =Beijing based new CFO.Buyback ended 3/13 with $50m buying 19.6m sh = 8.54% shares which took out major shareholder of 2016 Restructure Capital pre agreed terms Straight after 3/13 to 1/4 in just 2 weeks Lansdowne buy further 2.1m shares and JPMorgan +4.65 mDeal incoming

[tess_tickle] 23/4/2020 09:32

CHINESE LAUNDRY

SAME OLD SHEET

[chinese_takeaway] 23/4/2020 09:29

Presentationhttps://www.gulfkeystone.com/investors/presentations/

[chinese_takeaway] 23/4/2020 09:29

#GKP164 m cash plus 73m o/s from MNRProdn 38kSurvive with no growth independently at least 2 YEARS of low POO CNPC will taking care of growth ? #TLW asset sale today, IOC buy minnows/their assetsGKP next imminently

[chinese_takeaway] 23/4/2020 09:29

Price paid? I'm counting 2c as 2p, given a signature on the BUYERS FDPMakes it around 650m 2p minimum.#$ per 2P? Worst case $3 best $18. $1.95bn - 11. 5bn (£7--£42/share)Let's be very prudent say $5/2p = £ 11.80 /share

[chinese_takeaway] 23/4/2020 09:28

#GKP Sale implementation agreement made June 2019.Buyers China =Beijing based new CFO.Buyback ended 3/13 with $50m buying 19.6m sh = 8.54% shares which took out major shareholder of 2016 Restructure Capital pre agreed terms Straight after 3/13 to 1/4 in just 2 weeks Lansdowne buy further 2.1m shares and JPMorgan +4.65 mDeal incoming#GKP Sale implementation agreement made June 2019.Buyers China =Beijing based new CFO.Buyback ended 3/13 with $50m buying 19.6m sh = 8.54% shares which took out major shareholder of 2016 Restructure Capital pre agreed terms Straight after 3/13 to 1/4 in just 2 weeks Lansdowne buy further 2.1m shares and JPMorgan +4.65 mDeal incoming

[tess_tickle] 23/4/2020 09:26

CHINESE LAUNDRY

[chinese_takeaway] 23/4/2020 09:16

Presentation:hxxps://s3-eu-west-2.amazonaws.com/wp-gulfkeystone-2020/media/2020/04/23080047/GKP-2019-Results-Presentation.pdf