Gulf Keystone Petroleum Share Price (GKP)

Somebody tell Sleepy Joe that the cessation of pipeline exports is only about corruption, pilferring and personal gains - if he thinks that the general population sees any of his naive US aid packages $s - he really is sleeping.

CUT off all aide until exports recommence - then we may see action.

An Hour ago

“ Oil companies expect more US visits to Iraq about Kurdish exports”

https://www.rudaw.net/english/kurdistan/110520241

@alexelaisson, you are misrepresenting the order of events.

You posted about FCF and a PSC wrt to DNO and used it to cast doubt on someone else’s analysis wrt GKP’s going forward.

For some reason you did not name the person who you thought was wrong- why not?

Did they provide you with data, methodology and reasons for drawing their conclusions in a readily accessible form?

If you name them we can check and then it would be up to you to do the same.

There are a number of posters who always post up the necessary detail and encourage others to take apart their reasoning and conclusions - basic scientific method at work.

Some of the conclusions are not positive enough for some but if the thinking is sound…

Admittedly, I've only been part of this board for one month and a half - so I don't know all the ins and outs of the jargong that you use. With that said, I argue that DNO have FCF producing assets in Kurdistan based on public disclosures. Here's a link to the Q1: https://www.dno.no/media/gh5nmsva/q1-2024-interim-results-report.pdf

You ask me to "proof" what's stated in a public disclosure; with all due respect, if you argue anything is wrong in a public disclosure the burden of proof is on you - not the other way around.

@alexelaisson, I was hoping for evidence that the FCF you were referring to was generated solely by their Kurdish projects.

Then I wanted to see how you had taken the raw data which feeds into their current PSC and how it generated the receipts and then the CO and PO and finally the FCF.

If everything matches for a PSC like this one which is functioning normally and it doesn’t fit with what another posters implies will happen to the Shaikan one when it normalises, we could look for the anomaly.

Since that was the basis of part of your post I.e. throwing doubt on their analysis/motivation, I assumed you would have all the necessary numbers ready if you were questioned about it.