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Gulf Keystone Petroleum Share Chat (GKP)



Share Price: 73.50Bid: 73.00Ask: 73.75Change: -0.75 (-1.01%)Faller - Gulf Keystone
Spread: 0.75Spread as %: 1.03%Open: 75.50High: 76.00Low: 72.50Yesterday’s Close: 74.25


Share Discussion for Gulf Keystone (GKP)


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NickiMinaj
Posts: 426
Off Topic
Opinion:Strong Buy
Price:78.75
MOL interview
17 Nov '14
In his video he has added together Akri-Bijeel apples, oranges and pears, it's just a fruit cocktail that reveals nothing whatsoever.
The video by Eminem and Rihanna is more informative about MOL's position regarding Akri-Bijeel IMO
 
Notsramdamus
Posts: 2,320
Off Topic
Opinion:No Opinion
Price:79.50
lot of small sells going through
17 Nov '14
1000 to 5000 is that a lot of shorters actually giving up ? lol or the last of the small PI brigade caving in ? I hope not... when we are so close... cant you taste it ? Sipping Bollinger on a yacht in the Bermuda triangle... moored off shore from Todds holiday pad LOL !!!
4leafclover
Posts: 3,314
Off Topic
Opinion:No Opinion
Price:79.00
Akri Bijeel - CCC on iii
17 Nov '14
NickiMinaj
Posts: 426
Off Topic
Opinion:Strong Buy
Price:78.75
View Thread (2)
Continued
17 Nov '14
...done), and producing and shipping oil without getting paid is a no-no.
Gulf has taken punches for things that have not been its fault.
No way can the KRG allow itself to be seen as a bad partner which uses shareholders' savings to develop its oil industry, and not pay up in return.
Just a matter of time now before things change dramatically, in all probability.
Fingers x'd.
NickiMinaj
Posts: 426
Off Topic
Opinion:No Opinion
Price:79.00
Notsram
17 Nov '14
Exactly. Strictly speaking, the KRG are in default on the PSC in my opinion. The CPR commented that the KRG may have lost the legal entitlement to the Back-In Rights (though a commercially confidential deal may have been d
Notsramdamus
Posts: 2,320
Off Topic
Opinion:No Opinion
Price:78.75
Patience
17 Nov '14
its a simple case of promised lump sum Payment by end of Nov, then regular Payments between Dec & Feb, then a factual about gkp's vols and not just shaikan... by Mar/April/May... then Boom :) It has to come... or Krg will loose cred
Barrik
Posts: 73
Off Topic
Opinion:No Opinion
Price:79.25
Chand76/ Nicki ..pipeline exports
17 Nov '14
Listen from 18.50 http://www.brrmedia.co.uk/event/129114?popup=true

In case anyone missed this.
NickiMinaj
Posts: 426
Off Topic
Opinion:Strong Buy
Price:79.25
Kurdistan State Oil Company
17 Nov '14
It's a major factor going forward.
What will be its physical assets, as regards Gulf's acreage?
(a) the KRG percentage of the Blocks
(b) the Back-In Rights.
With the KSOC on the horizon, would the KRG actually want to sell the BIRs? Why not retain them, paying Gulf the appropriate amount for the sunk costs?
Or might the KSOC trade the sunk costs element in the context of a pipeline deal?
Mulder
Posts: 415
Off Topic
Opinion:No Opinion
Price:79.25
Kuala Lumpar Update
17 Nov '14
Due sometime this week.

Following 'investor meetings'.
NickiMinaj
Posts: 426
Off Topic
Opinion:Strong Buy
Price:80.25
Pipeline capacity
17 Nov '14
Shaikan's longer-term output has been put by Gulf at 400k to 500k bopd. There's also "the Monster under the bed"....Sheikh Adi + Akri-Bijeel...to take into account.
MOL won't reveal how many barrels they think are in Akri-Bijeel, but they certainly think it's a lot, and they are planning to use non-primary recovery methods including multi-fractured horizontals. Gulf are equally quiet on Sheikh Adi. None of the analysts asked a single question about volumetrics lol...
The KRG, Gulf and MOL cannot determine the pipeline solution until the longer-term production volumes are assessed, albeit within a range. Greater Shaikan could potentially produce 1 million bopd or more; John Gerstenlauer's January 2012 "New York" Oil In Place numbers would suggest that.
Perhaps a modular approach, which can be expanded, is the solution? Depends perhaps on how soon MOL and Gulf get a handle on Akri-Bijeel and Sheikh Adi.



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