Gulf Keystone Petroleum Share Discussion Threads

[nestoframpers] 21/5/2024 09:49

BTW that last PL payment we were I think producing 43k a day 60 k is 38 % more .so that's $ 56 Mn a month to GKP going forward .

[nestoframpers] 21/5/2024 09:40

The last pipeline payment we had was $20 Mn more Habshan. So we are $ 240 Mn short on 12 months . Half of that $ 240 Mn might have come to us as Divis . The ICG should be sued .




Shaikan Payment Update





Gulf Keystone confirms that a gross payment of $49.5 million ($38.8 million net to GKP) has been received from the Kurdistan Regional Government ("KRG") for Shaikan crude oil sales during August 2022.

[worldquant] 21/5/2024 09:22

Disclosed positions in GULF KEYSTONE PETROLEUM ORD (GKP)
Notice: We no longer track disclosures after they drop below 0.5%. It is possible that the manager still holds a short position even if we are showing it as zero.

Fund % short change Date changed
Walleye Capital LLC 0.89% -0.06% 30 Apr 2024

[shortsqueezer] 21/5/2024 09:13

Does anyone have up to date record of the short positions?

[worldquant] 21/5/2024 09:11

150,000 at 139.9

[habshan] 21/5/2024 08:49

In the last ops update 8 days ago GKP demonstrated that they had been able to increase supply to keep pace with demand.

If they bring Sh-18 on stream the field is capable of producing up to around 60kbpd.

Yesterday a Kurdish trader said that he is currently buying Shaikan crude at $29 per barrel.

60k x 30 days x $29 x .36 = $18.8 million a month net to GKP.

With $6 million a month costs that works out at a potential $12.8 million a month profit.

Or $153 million a year.

Sounds pretty good to me.

[steephill cove] 21/5/2024 08:30

Yes Goldman Sachs know exactly about Gulf Keystone Petroleum. Listed as one of the 8 biggest projects on plant earth 🌍 & call GKP “Shaikan in the Making” 💪

And they now turn up with stake ✅

🚂🛢️💰€176;💰㈑6;💰💰💰💰💰💰BN+

[steephill cove] 21/5/2024 08:25

Interesting GKP AGM 21/6 ordinary resolution points:-

9). That the company be generally & unconditionally authorised to make market purchases of its Common shares.

12). That the Directors Remuneration Policy approved by shareholders in 2022 be amended to permit a one-off retention payment to the Chief Executive Officer in January 2025.

[worldquant] 21/5/2024 07:46

#gkp #gkptakeoverWe have a new significant shareholder.Vampire Squid.?????????????Goldman Sachs arrived.https://x.com/111notout1/status/1792805654178205723?s=61&t=EEAJRmerpfLiAmForyb8Dw

[nestoframpers] 21/5/2024 07:46

There might be a case for suing for lost dividends ?

[worldquant] 21/5/2024 07:44

#gkp #gkptakeoverUPDATE 21/5Buyback has to date concentrated capital ( and profits for remaining holders at takeover) 0.476 % share price has climbed 15.4% since start. Corporate TACTICS too drive value / drive bids Will update daily Sell 1 share you nuts.https://x.com/chicagojack5/status/1792801368845205513?s=61&t=EEAJRmerpfLiAmForyb8Dw

[redbed] 21/5/2024 07:43

#gkp #gkptakeoverUPDATE 21/5Buyback has to date concentrated capital ( and profits for remaining holders at takeover) 0.476 % share price has climbed 15.4% since start. Corporate TACTICS too drive value / drive bids Will update daily Sell 1 share you nuts.https://x.com/chicagojack5/status/1792801368845205513?s=61&t=EEAJRmerpfLiAmForyb8Dw

[worldquant] 21/5/2024 07:22

#gkp #gkptakeoverUPDATE 21/5Buyback has to date concentrated capital ( and profits for remaining holders at takeover) 0.476 % share price has climbed 15.4% since start. Corporate TACTICS too drive value / drive bids Will update daily Sell 1 share you nuts.https://x.com/chicagojack5/status/1792801368845205513?s=61&t=EEAJRmerpfLiAmForyb8Dw

[worldquant] 21/5/2024 07:21

#gkp #gkptakeoverWe have a new significant shareholder.Vampire Squid.?????????????Goldman Sachs arrived.https://x.com/111notout1/status/1792805654178205723?s=61&t=EEAJRmerpfLiAmForyb8Dw

[worldquant] 21/5/2024 07:21

Not by peel hunt and cannacord

[milliecusto] 21/5/2024 07:17

Sp struggling today, gap at 123 to be considered

[worldquant] 21/5/2024 07:14

SSShaikan is massive.Exxon/ Sinopec etc could build their own pipeline...It's all a side show.#gkp are forcing bids.....

[shortsqueezer] 21/5/2024 06:58

Could this all swing back the Kurds way? Surely if there is still no agreement then with the backing of Turkey they should say sod it we've tried enough, lodge an appeal with the Paris Court, and reopen the pipeline. The fine would be minuscule in comparison to the profits. And they could just be ignored anyway, as they already have been. Especially as come next September the pipeline contract is to end anyway.

[habshan] 21/5/2024 06:57

"Goldman Sachs arrived."

I haven't been following it, are they new?

According to that (the Chairman's letter) they own 7.5 million shares which is considerably more than the current buyback so they must have been acquiring over some time.

[0ili0] 21/5/2024 06:46

Goldman know all about the Shaikan mega project 👍





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