Gulf Keystone Petroleum Share Discussion Threads

[barbariansatthegate] 11/6/2024 20:50

P/ E less than 1 currently LOLOLNo wonder they are sold.

[barbariansatthegate] 11/6/2024 20:50

They will get in region of 1/3 profit oil plus prodn costs.If that's 11/12 ish plus say 20/25 it's reqion of 45/50m a month FCF at 80 dollar poo.That's EBITDA annualised of well over 450m......1.5 times current mcap

[barbariansatthegate] 11/6/2024 20:49

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[barbariansatthegate] 11/6/2024 20:49

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[ptmorris1] 11/6/2024 20:48

Tanker PS VANCOUVER is due in to BOTAS on the 14th of June. It is not a bespoke crude oil tanker but a "Chemical/Oil Products Tanker". We'll have to wait and see if it goes to 'our' terminal or not.

[barbariansatthegate] 11/6/2024 20:24

P/ E less than 1 currently LOLOLNo wonder they are sold.

[barbariansatthegate] 11/6/2024 20:22

They will get in region of 1/3 profit oil plus prodn costs.If that's 11/12 ish plus say 20/25 it's reqion of 45/50m a month FCF at 80 dollar poo.That's EBITDA annualised of well over 450m......1.5 times current mcap

[barbariansatthegate] 11/6/2024 20:22

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[gazebo79] 11/6/2024 20:13

No mention of sludge and water in your post. Dogmeister will be disgruntled

[beernut1] 11/6/2024 20:00

Krg have been selling oil and the money has gone ( some to oil cos) some disappeared and the ICG are happy to pay it back ( even over 10 years?)..
I think APIKUR should get pretty much all they ask for even if it’s hidden under the carpet differently.
Thanks for posts today, getting close now
Gla

[broadford bay] 11/6/2024 19:54

It's very dangerous, in business and in politics, to draw hasty conclusions from one person's failure to do this or that. Generally there are more than one PI or KPI involved and not all have the same weighting; things change, and often very quickly too.
Your conclusion or assertion that the IR side would only need to do this or that if if the contracts were/are legal is such a classic example.
The people charged with resolving this matter also need to sell their solution to others - hence my "nailed to the cross" remark.
My "integrity" remark was also carefully chosen and based on what I know about Iraqi thinking (long-standing IR friendships).
You might consider attaching less importance to what the trade association, or its spokesperson, spouts. They / he are specialists in regurgitating this sort of cr*p and they / he won't be around for very long anyway IMO.
I am happy to support Bigdog who, like Donald Trump, challenges and disrupts - you may not like him, but he disrupts comfortable, easy, lazy, non-critical thinking and provokes (should provoke) more critical analysis.
You should thank him for providing a foil for your own contributions.

[barbariansatthegate] 11/6/2024 19:39

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[barbariansatthegate] 11/6/2024 19:36

P/ E less than 1 currently LOLOLNo wonder they are sold.

[barbariansatthegate] 11/6/2024 19:33

They will get in region of 1/3 profit oil plus prodn costs.If that's 11/12 ish plus say 20/25 it's reqion of 45/50m a month FCF at 80 dollar poo.That's EBITDA annualised of well over 450m......1.5 times current mcap

[barbariansatthegate] 11/6/2024 19:33

Correct a mundo.....e47Spot on. The ICG by their actions have endorsed the legality of the contracts between the KRG and IOCs

[barbariansatthegate] 11/6/2024 19:32

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[mirabeau] 11/6/2024 19:20

e47

Spot on. The ICG by their actions have endorsed the legality of the contracts between the KRG and IOCs

[eddie47] 11/6/2024 19:14

If the contracts were considered illegal they wouldn't be proposing a method to pay the back payments.

[redbed] 11/6/2024 19:08

P/ E less than 1 currently LOLOLNo wonder they are sold.

[redbed] 11/6/2024 19:08

They will get in region of 1/3 profit oil plus prodn costs.If that's 11/12 ish plus say 20/25 it's reqion of 45/50m a month FCF at 80 dollar poo.That's EBITDA annualised of well over 450m......1.5 times current mcap

[redbed] 11/6/2024 19:08

#GKP #GENL $DNO $HKN $SNM @apikur_oil #KurdistanParties reached understandings on changing contracts to profit participation & the Oil Ministry pledged to pay $1B in debt. Oil Ministry is awaiting KRG's approval to create the formal agreement.

[redbed] 11/6/2024 19:07

P/ E less than 1 currently LOLOLNo wonder they are sold.