Gulf Keystone Petroleum Share Discussion Threads

[eddie47] 17/12/2021 19:15

888,864! It's a sign, I tell thee!

[herbert_smith_freehills] 17/12/2021 19:09

Always thought the sale would be friendly,and directly linked to the FDP.Now it's very clear they are driving a hostile auction.So a first bid is very likely anytime, particularly if they launch a buyback in mkt, or buyers believe they are about too.Boom.

[herbert_smith_freehills] 17/12/2021 19:09

Lot of interesting stuff in that RNS , but it all points to stakeholders with divergent opinions.They state the BOD face a FINAL iINVESTMENT DECISION (FID), which is really a STRATEGIC choice between continuing as an independent,and financing the future through debt.Or sell up to the highest bidder now.We will see bids shortly imo.

[herbert_smith_freehills] 17/12/2021 19:09

99,000 after hours buyLOLOLOLOL

[highlander7] 17/12/2021 19:07

The FDP is a plan for the future so I dont quite see your point.

Drilling is always into the unknown because logs and surveys can only tell you so much. So all typical so far as I can see. Sounds like they have done a good job with the challenges.

Trolls will tell you differently of course . Well they would wouldnt they ?

LOL

[goatcam] 17/12/2021 19:02

Do we honestly think that the KRG are going to approve the FDP when GKP can’t even hit a few thousand BOPD with SH13 and SH14 LOL

[nestoframpers] 17/12/2021 18:56

17-Dec-21 18:01:49 173.364 9,399 Unknown* 16.29k O
17-Dec-21 17:52:25 173.318 99,219 Unknown* 171.96k O
17-Dec-21 17:33:46 171.956 525 Unknown* 902.77 O
17-Dec-21 17:10:28 172.921 30,352 Unknown* 52.48k O
17-Dec-21 17:10:00 173.044 8,726 Unknown* 15.10k O
17-Dec-21 17:09:39 173.546 15,050 Unknown* 26.12k O
17-Dec-21 17:05:23 173.80 7,500 Unknown* 13.04k O
17-Dec-21 17:04:59 174.719 3,397 Unknown* 5,935 O
17-Dec-21 17:02:48 172.119 1,937 Unknown* 3,334 O
17-Dec-21 16:57:58 172.59 30,958 Unknown* 53.43k O
17-Dec-21 16:54:40 173.095 63 Unknown* 109.05 O
17-Dec-21 16:35:25 173.80 51,148 Buy* 88.90k UT

[herbert_smith_freehills] 17/12/2021 18:45

Lot of interesting stuff in that RNS , but it all points to stakeholders with divergent opinions.They state the BOD face a FINAL iINVESTMENT DECISION (FID), which is really a STRATEGIC choice between continuing as an independent,and financing the future through debt.Or sell up to the highest bidder now.We will see bids shortly imo.

[herbert_smith_freehills] 17/12/2021 18:45

Always thought the sale would be friendly,and directly linked to the FDP.Now it's very clear they are driving a hostile auction.So a first bid is very likely anytime, particularly if they launch a buyback in mkt, or buyers believe they are about too.Boom.

[goatcam] 17/12/2021 18:20

Do we honestly think that the KRG are going to approve the FDP when GKP can’t even hit a few thousand BOPD with SH13 and SH14 LOL

[bigdog5] 17/12/2021 18:06

Could the hosts kick out the FDP AND revoke the licence due to "non perforamance"?

Could they view all the failures of the past years and decide that "leaving it to the experts" hasn't worked? Would they prefer better experts?

Laters clueless schmucks.

[herbert_smith_freehills] 17/12/2021 17:45

Lot of interesting stuff in that RNS , but it all points to stakeholders with divergent opinions.They state the BOD face a FINAL iINVESTMENT DECISION (FID), which is really a STRATEGIC choice between continuing as an independent,and financing the future through debt.Or sell up to the highest bidder now.We will see bids shortly imo.

[herbert_smith_freehills] 17/12/2021 17:45

Always thought the sale would be friendly,and directly linked to the FDP.Now it's very clear they are driving a hostile auction.So a first bid is very likely anytime, particularly if they launch a buyback in mkt, or buyers believe they are about too.Boom.

[officerdigby] 17/12/2021 17:42

Is it even possible this S13 was not a duster...

After how long before they have to call it?

[klassic] 17/12/2021 17:38

The KRG refused to accept Genel’s FDP on Miran and unilaterally terminated the licence (now subject of a presumably long running litigation saga).
The oil minister Atroshi seems determined to make a name for himself at the expense of the IOCs. But he’s highly educated and knows the IOCs must (for now at least) be tolerated. He sees Kurd gas flaring as a waste of the country’s resources and knows he’s on the right side of international opinion when he makes it a carbon issue.
So we’ll wait for news on the FDP and with some trepidation on it’s costs.
Anyway, today’s news on 55k production delay was a disappointment, although as others here have pointed out, the signs were obvious.
September payment delay shows further slippage of the latest agreement and “It’s all about the payments” remains the fundamental mantra, as it has done here for so long.
On a more positive note the company is presently highly cash generative and long term holders like myself have been well rewarded this year.

[herbert_smith_freehills] 17/12/2021 17:35

Always thought the sale would be friendly,and directly linked to the FDP.Now it's very clear they are driving a hostile auction.So a first bid is very likely anytime, particularly if they launch a buyback in mkt, or buyers believe they are about too.Boom.

[herbert_smith_freehills] 17/12/2021 17:34

Lot of interesting stuff in that RNS , but it all points to stakeholders with divergent opinions.They state the BOD face a FINAL iINVESTMENT DECISION (FID), which is really a STRATEGIC choice between continuing as an independent,and financing the future through debt.Or sell up to the highest bidder now.We will see bids shortly imo.

[herbert_smith_freehills] 17/12/2021 17:34

No buybacksNo further dividendHow odd,so comfortably affordable?Perhaps their are corporate legal restraints, :)Over 200m cash shortly , and at over 46k average, generating around 25m + a month AFTER COSTS And a dispute , but only with only 1 shareholderAnd 52% haven't been voting, the first time they highlighted what has been obvious for 2 years .. anonymous...stakebuiding , and refusing to disclose beneficial ownership disallows you from voting I apologise , not most likely FRIENDLY deal and sold clearly.What was the less likely but a PERELLA WEINBERG potential objective.HOSTILE now obviously.

[goatcam] 17/12/2021 17:06

Well Paul... you keep being told but you don’t listen and continue to constantly spout ‘takeover tomorrow’ rubbish.

[herbert_smith_freehills] 17/12/2021 16:29

NestI always thought the sale would be friendly,and directly linked to the FDP.Now it's very clear they are driving a hostile auction.So a first bid is very likely anytime, particularly if they launch a buyback in mkt, or buyers believe they are about too.Boom.

[nestoframpers] 17/12/2021 16:25

Some PIs waiting for good news pre Christmas hoping for more for their shares now having to sell for extra pressie cash at a low share price , I knew it , was never going to be sold before Christmas Notout told ya again and again . What is that Nato exercise all about in May ? that might be a clue.

[herbert_smith_freehills] 17/12/2021 16:10

Lot of interesting stuff in that RNS , but it all points to stakeholders with divergent opinions.They state the BOD face a FINAL iINVESTMENT DECISION (FID), which is really a STRATEGIC choice between continuing as an independent,and financing the future through debt.Or sell up to the highest bidder now.We will see bids shortly imo.

[herbert_smith_freehills] 17/12/2021 16:10

No buybacksNo further dividendHow odd,so comfortably affordable?Perhaps their are corporate legal restraints, :)Over 200m cash shortly , and at over 46k average, generating around 25m + a month AFTER COSTS And a dispute , but only with only 1 shareholderAnd 52% haven't been voting, the first time they highlighted what has been obvious for 2 years .. anonymous...stakebuiding , and refusing to disclose beneficial ownership disallows you from voting I apologise , not most likely FRIENDLY deal and sold clearly.What was the less likely but a PERELLA WEINBERG potential objective.HOSTILE now obviously.