Member Info for APK1

https://youtu.be/PsC_opJA2A8
Interesting YouTube video looking at Russias oil supply market

PM @masrour_barzani today arrived in Turkey, during which he will meet with Turkish President Recep Tayyip Erdogan. Both sides plan to discuss means of developing relations between the #Kurdistan Region & Turkey, especially gas, security & political developments in #Iraq.

Where are they going to get all of the oil and gas from

https://www.energyintel.com/00000180-19ad-d278-a7c8-7ded42d20000

Hope the link opens once oils released from strategic supplies runs its course the need to rapidly increase production from large fields will intensify a great motivation to get FDP’s agreed and implemented

https://www.zerohedge.com/energy/todays-energy-shortage-worse-1970s-oil-crisis
The geopolitical landscape has rapidly changed this is in GKP’s favour EU’s energy security is in focus IOC’s will be looking to provide solutions and countries can gain political and economic status helping to fill this gap GKP - large hydrocarbons base route to market must be on the radar

https://www.zerohedge.com/energy/long-term-oil-prices-beginning-top-reflect-coming-oil-shortage-part-1

Large oil field with undeveloped potential and established routes to market must now be in in focus with the geopolitical landscape shifting to energy security

https://www.zerohedge.com/geopolitical/visualizing-eus-energy-dependency

https://www.zerohedge.com/energy/could-ukraine-crisis-trigger-oil-super-cycle

Big oil is writing down is Russia reserve base on the balance sheet sooner or later they are going to look for new long term projects with a route into Europe

https://www.zerohedge.com/energy/big-oil-turning-its-back-russia

With big oil pulling away and rightfully so from Russia but a massive global need for long term oil reserves with a route to market GKP is looking more attractive than ever!

Strong reversal from the inter-day lows on the US oil stock many closing above VWAP

https://www.zerohedge.com/markets/saudis-warn-oil-shortage-shock-blame-net-zero-underinvestment

The retail share base in GKP is most likely built from
Long term physical share holders who are focusing on true value moves like today are aimed at putting pressure on marginal short term holders therefore it will soon exhaust itself as the downside momentum becomes starved of liquidity

Large dividends are a opportunity for short term funds to make a trade for the dividend and sell covered calls or put options into the rise this has in the very short term put pressure on the price also as the oil price approach $100 the bullish bet on oil contracts will have reached a target area for profit taking, Iran has approx 80 mil barrels in storage to release to the market if they cut a deal that in practical terms is less that a days global consumption the current oils market does not factor in full reopening and the return of air travel the issues in the Ukraine is not just about NATO is about energy routes to market the world is entering a period of a massive push to gain energy security and GKP will due to its contracted resource base will eventually benefit from that rush money always transcends political posturing in the long run

https://financialpost.com/commodities/energy/oil-gas/eric-nuttall-theres-a-great-opportunity-to-buy-energy-companies-with-long-dated-reserves

https://www.zerohedge.com/markets/oil-could-be-haven-stocks-traders-need-shelter-fed

https://markets.businessinsider.com/news/commodities/oil-price-outlook-brent-crude-100-per-barrel-morgan-stanley-2022-1

https://www.zerohedge.com/energy/china-chipping-away-americas-influence-middle-east

Yes agree I was relating to the potential cash flow with accumulating balance sheet over a period of time if the share price continues to lag

http://www.bnnbloomberg.ca/video/we-could-see-100-dollar-oil-by-the-end-of-this-year-eric-nuttall~2358618

GKP’s free cash flow will soon outperform its market cap

https://www.zerohedge.com/markets/oil-and-gas-discoveries-plunge-lowest-level-75-years

With a world class onshore field and a large reserve base to go at the tight oil market moving forward makes look very attractive

https://www.zerohedge.com/commodities/oil-market-year-review-big-storage-unwind-2021-and-looking-forward

The financial market for oil is much larger that the physical market short term market moves in price does not always represent the reality oil storage levels are tight