Gulf Keystone Petroleum Share Discussion Threads

[mrtoddkozel] 09/7/2021 10:09

Hold BUY as MANY MORE AS more as you can. Buy Back announced MONDAY? Can't be far away. Perella Weinberg BOSSING the end game..... COMPANY buying + PREDATORS , plus MAJOR SHAREHOLDERS With zilch free stock super low liquidity, and LTH and HNWI also reinvesting divs, too.A huge squeeze NORTH forcing PRICE up , ultimately FORCE a bid the BOD is, prepared to   ACCEPT , and RECOMMEND or....... if NOT it has to go HOSTILEWhich will be nice :)

[kurdman63] 09/7/2021 10:08

I think I've panicked the Stockport fool 😂

Good Morning 😃

Late night last night.

A question that remains unanswered ???

Production to PF2.

Why haven't the wells on the eastern side of the field been worked over ???

Why are they so tightly choked back ???

Why isn't there a more extensive work program for these wells ???

SH10 and 11 to have pumps fitted and they've been reduced in size. With the cost of a workover rig costing so little why haven't they got one in sooner ???

Look at the production increase at SH1 😱

It's quicker to workover than drill new wells and cheaper and think of all that extra production going to a PF with the spare capacity.

Just by increasing each well by 2k just think of that extra cash.

So why haven't they done it ???

The rigs are available I've checked.

They have plenty of cash to pay for it.

Check the company's old news releases and wording !

ACTIONS SPEAK LOUDER THAN WORDS !

[broadford bay] 09/7/2021 10:06

The questions were submitted to the AGM...

Those responsible decided it would be too "irresponsible" (aka dangerous) to attempt to answer them truthfully.

A bit like the creeps on this board, for whom the truth resembles more a lump of play putty - which can be made to resemble anything you want.

It's a gas.

[nestoframpers] 09/7/2021 10:00

Interesting OAP last time there was the Barc duo on the book kindly highlighted by good old MikeyA, salt of the earth that man Rip Mikey.

[habshan] 09/7/2021 09:58

"A question that remains unanswered ???"

Well that's your fault then isn't it Tony.

At the AGM three weeks ago today the entire Board of Directors and Senior Management including Stuart Catterall all turned up and sat ready and waiting for you to ask your questions.

But you didn't.

Why not.

[kurdman63] 09/7/2021 09:58

Good Morning 😃

Late night last night.

A question that remains unanswered ???

Production to PF2.

Why haven't the wells on the eastern side of the field been worked over ???

Why are they so tightly choked back ???

Why isn't there a more extensive work program for these wells ???

SH10 and 11 to have pumps fitted and they've been reduced in size. With the cost of a workover rig costing so little why haven't they got one in sooner ???

Look at the production increase at SH1 😱

It's quicker to workover than drill new wells and cheaper and think of all that extra production going to a PF with the spare capacity.

Just by increasing each well by 2k just think of that extra cash.

So why haven't they done it ???

The rigs are available I've checked.

They have plenty of cash to pay for it.

Check the company's old news releases and wording !

ACTIONS SPEAK LOUDER THAN WORDS !

[mrtoddkozel] 09/7/2021 09:49

Hold BUY as MANY MORE AS more as you can. Buy Back announced MONDAY? Can't be far away. Perella Weinberg BOSSING the end game..... COMPANY buying + PREDATORS , plus MAJOR SHAREHOLDERS With zilch free stock super low liquidity, and LTH and HNWI also reinvesting divs, too.A huge squeeze NORTH forcing PRICE up , ultimately FORCE a bid the BOD is, prepared to   ACCEPT , and RECOMMEND or....... if NOT it has to go HOSTILEWhich will be nice :)

[kurdman63] 09/7/2021 09:45

Good Morning 😃

Late night last night.

A question that remains unanswered ???

Production to PF2.

Why haven't the wells on the eastern side of the field been worked over ???

Why are they so tightly choked back ???

Why isn't there a more extensive work program for these wells ???

SH10 and 11 to have pumps fitted and they've been reduced in size. With the cost of a workover rig costing so little why haven't they got one in sooner ???

Look at the production increase at SH1 😱

It's quicker to workover than drill new wells and cheaper and think of all that extra production going to a PF with the spare capacity.

Just by increasing each well by 2k just think of that extra cash.

So why haven't they done it ???

The rigs are available I've checked.

They have plenty of cash to pay for it.

Check the company's old news releases and wording !

ACTIONS SPEAK LOUDER THAN WORDS !

[mrtoddkozel] 09/7/2021 09:43

It also started soon after the first div payment and BEFORE the 2ndMonday very likely.

[pensioner2] 09/7/2021 09:31

Algos sweating their little socks off again. So early in the day says they want to keep it around here for a while. The first buyback programme started around early July 2019 and, interestingly, around 180p.

[mrtoddkozel] 09/7/2021 08:27

Hold BUY as MANY MORE AS more as you can. Buy Back announced MONDAY? Can't be far away. Perella Weinberg BOSSING the end game..... COMPANY buying + PREDATORS , plus MAJOR SHAREHOLDERS With zilch free stock super low liquidity, and LTH and HNWI also reinvesting divs, too.A huge squeeze NORTH forcing PRICE up , ultimately FORCE a bid the BOD is, prepared to   ACCEPT , and RECOMMEND or....... if NOT it has to go HOSTILEWhich will be nice :)

[mrtoddkozel] 09/7/2021 08:17

LOLWe are very close

[mrtoddkozel] 09/7/2021 08:15

15 mins 9 p spread24 traded

[steephill cove] 09/7/2021 08:00

PS:- Barclays sits at no 10 ;-)

Ranking Investor Name %

1 Lansdowne Partners 15.22
2 Hof Hoorneman 11.04
3 UBS Group AG 7.04
4 BlackRock Inc 5.05
5 Mr Gertjan Koomen 4.71
6 Hargreaves Lansdown PLC 4.23
7 Dimensional Fund Advisors 3.56
8 Interactive Investor Trading 3.44
9 Precision Capital 2.93
10 Barclays Bank 2.62

[steephill cove] 09/7/2021 07:55

There will be more reinvested dividend buying from today onwards, when some major high street banks finally pay theirs to GKP PIs, as the banks make PIs wait 5 working days to receive them first.

I would hazard a guess that a good chunk of GKP PIs have some of their holdings in major high street bank investment ISAs ;-)

[highlander7] 09/7/2021 07:13

Steep, its their usual trick to put off potential new investors and stop current ones buying GKP shares with their dividends. Not a single link to any of this rubbish to be seen .

[highlander7] 09/7/2021 06:00

Matt Levine .....Bloomberg

Under intense pressure from investors and activists to take more action on climate change, some of the world’s biggest oil and gas companies are putting billions of dollars’ worth of assets up for sale.

Watching from a distance are people like Brian Gilvary, the head of Ineos Energy, an arm of the private UK chemicals company. As many energy companies try to shift from oil to gas and lower carbon technologies, Ineos is buying up unwanted fossil fuel assets.

“We have an appetite to acquire,” says Gilvary, the former chief financial officer at UK energy major BP who joined Ineos in December. In March, the company announced it would acquire Hess Corporation’s oil and gas assets in Denmark for $150m. …

Despite the intense spotlight on the energy sector, there are potential buyers for these assets — from smaller private players such as Ineos, independent operators who are backed by private equity, opaque energy traders and STATE OIL COMPANIES . And while the listed oil majors are announcing net zero plans and a downsizing of their traditional businesses, some state-owned companies and producer economies, such as Saudi Arabia, are openly discussing plans to raise production.

[gkpinvestor] 09/7/2021 01:04

Night shift 💤

[steephill cove] 09/7/2021 00:59

The GKP Double Dividends, the first of which was paid 7 days ago & the second which will be paid in 28 days time (just 35 days apart) will be reinvested by myself into free GKP shares to grow my stake further.I am also looking forward to the GKP share buyback of upto 10 percent of all outstanding GKP shares, which will then be retired by the company, to grow my portfolio value further.It is not rocket science...I merely follow the lead of the huge institutions continually buying; holding & increasing their percentage stakes in GKP.I also follow the lead of the current GKP Board Directors who are insiders & have bought GKP shares.I also follow the lead of the ex CEO & ex CFO of GKP who were insiders & chose to vest into GKP shares just a few days ago, rather than taking life changing tax paid lump sums of money instead.I now follow the lead of the new GKP CEO Jon Harris, who is a man on a mission to balance investment in growth together with returns to shareholders, as the board develop and realise value from the Shaikan Field for the benefit of all stakeholders.They all clearly think GKP are Golden Tickets & so do I ;-)

[steephill cove] 09/7/2021 00:54

Jon Harris the new CEO of GKP is clearly a man on a mission.That mission is to release the value in Shaikan & to increase the GKP SP, so that a hostile predator will have to pay fair market value.He set his stall out from the get go, with a personal Director share purchase of 30000 GKP shares @ 171p per share on 14/4/21 costing him 51165 pounds sterling.He put his money where his mouth was & immediately got skin into the game, no doubt influenced & advised too by fellow board members who had made astute GKP purchases in the prior year.Garrett Soden (Non Executive Director) who purchased of 70000 GKP shares @ 92p per share on 15/7/2020 costing him 64666 pounds sterling & Ian Weatherdon (CFO) who purchased 50112 GKP shares @ 80p per share on 1/5/2020 costing him 39989 pounds sterling.Jon Harris clearly saw value at 171p on 14/4/2021 & since then he has made fundamental decisions to drive the GKP share price forward.1). Announcement of Dividend.2). Announcement of Special Dividend.3). Announcement of GKP share buyback of upto 10 percent of all stock, which will be retired from the marketplace.4). Restart of GKP upgrade to 55000 BOPD.5). Bringing forward the delivery timeframe of the GKP BOPD upgrade.6). Set out his intention to accelerate the timeframe of the GKP Field Development Plan & the move to 75000 & then 110000 BOPD.As a result GKP are now firmly in the shop window.It is my belief that GKP have been carefully advised by Perella Weinberg & in particular Daniel Yergin, because GKP is clearly The Prize in Kurdistan.A Supergiant onshore oilfield with one of the lowest lifting costs per barrel on the planet, namely $2.5 to $2.9/bbl gross unit Opex.Indeed Perella Weinberg have a direct link with their former employee, Gabriel Papineau-Legris sitting as CCO sitting inside the GKP boardroom, (which ironically GKP do not openly state this link, in their Board & Management Senior Management biography for him on the company website).International Oil Companies hands are being forced through competitive pressure & now they know it.Peel Hunt setting a GKP buy target of 275 per share on 11/6/2021 is merely the opening gambit in the start of an overall GKP rerating. IOCs have two clear choices.Right now, they will have to pay a more appropriate rate for every GKP share they purchase daily on the sly, via a Concert Party approach & they will need to accelerate those GKP share purchases more quickly.Or they delay & the overall cost of taking out GKP at a later stage will become far greater, through points 1 to 6 above, being underpinned by a rising oil barrel price & an ever tightening oil supply, as the world begins to start to unwind out of the COVID19 pandemic. Former Senior GKP Board Members, have the inside track.Their recent individual actions underpin the above.Jon Ferrier ex CEO GKP (999453 GKP shares) now owns 0.46 percent of GKP.Sami Zouari ex CFO GKP (861162 GKP shares) now owns 0.40 percent of GKP. A hostile predators hand is being forced & that is another 0.86 percent of GKP, that will be safely held & they will not prise out until takeover.Ex GKP CEO Jon Ferrier & ex GKP CFO Sami Zouari, were never really known for their urgency with GKP, but both have all of a sudden vested & taken GKP shares rather than huge personal tax paid cash windfalls.They know things are hotting up.New CEO Jon Harris has taken very positive steps, providing strategic clarity through visible leadership & first class communication press releases, that are clear & easy to understand.PI investor confidence is returning & the GKP story is about to play out, before our very eyes to a successful conclusion.