Member Info for goooba769

Games last week with the drop triggering stops etc. See this recovering >60p before results this week. Expecting positive outlook to continue in 2026 but be nice to see some numbers. Potential of >70p

£~98m expected in 2025 from recent updates but expecting a significant shift up in line with industry headwinds.

Should be a nice recovery over next week after the fun and games of last few days. Expect shorts to be closing in the run up.

Opportunity, this seems way over sold can see some stop losses being triggered.

FY 2025 and expecting a step up in sales for 2026 could shift this back up significantly

Expecting the positive theme to continue for 2026 sales target. >70p wouldn’t surprise me

Last year about this time we had end of year results and the outlook for the year ahead. We know where 2025 was sitting so i wonder where the sales target sits in 2026 could we see a shift higher with the positive commentary recently. Debt gone, sales up, could this be a very profitable year coming!

Positive announcement and we could be looking at a move back to ~70p or even higher.

News leaking maybe! Or just seller stopping

Another way of looking at it is that if there were no vacancies, recruitment could be completely frozen—which I’d argue would be worse. That said, you can’t ignore the scale of the losses but the increasing sales hinted at in the RNS is interesting.

The most recent RNS does seem to have shifted things slightly. With weak sales and a decline through last year, IQE was negotiating from a position of weakness. That likely explains why the strategy moved from selling just Taiwan to considering a sale of the entire business.

Fast-forward a few months and sales are starting to improve, which changes the picture. At the very least, the company now has a stronger hand when it comes to brokering a deal for all or part of the business. It also raises the question of whether a return to selling only Taiwan—this time at a better price—could be enough to clear the debt.

With sales picking up, it feels like there are simply more options on the table now.

Speculative hold/punt at this stage but with interested parties ongoing for a few months, positive RNS/sales it would make sense a deal sooner rather than later would benefit any purchaser.

Nothing new to see here. We got through the Iraq vote the other week and now we move onto the negotiations around everything else…. You’d have thought they’d have done that in parallel…

Hoping this doesn’t take as long there seems to be more pressure from US. I want as good a deal as possible for Gkp so happy to wait for games to be played.

Only those in the meetings will know full details but if it was me I’d be going in asking for compensation for x amount on top of what they are owed knowing full well they will get knocked down through the negotiations. If they went in asking for what they are owed they would likely end up with a bad deal.

I’m guessing that’s why there has been anger in the meetings as the companies have gone in asking for allot more money than Iraq thought.

Hopefully there will be some middle ground found over next few days.

Fully expected the companies to go in big with compensation demands and ultimately end up with a minimum of contracts legal with Iraq government and all past money to be repaid. Why wouldn’t they try their hand there seems to be pressure on Iraq and companies aren’t in a rush.

Been a long time coming but feels like we are finally heading for the finish.

Iraq politics is mostly out the way we are just waiting to see what happens with the past/future payments plus the contracts.

I want to say I’m hopeful this should be easily sorted.

Iraq/Kurd gov will agree past payments but likely spread over say 2 years. Payments going forward will be guaranteed and I suspect the contracts will be changed to profit sharing.

Still happy sat here at £1.2 average and collecting dividends which I expect to step up significantly!

So lots of games being played by Iraq! What seemed like a last minute switch to get all revenue into the Iraq coffers they have failed. Feels like they chanced their luck to see if kurds would fall for it.

Lots more manoeuvring last few weeks which feels like we are on the end game but who knows with the politics….

Any way 30% up plus dividends coming in what’s not to like! Still happy to sit back and wait

Feels like finally the wheels are in motion to reopen the pipeline. Couple in some majors starting to get involved you wonder if GKPis on a takeover list. Ultimately it would depend on if contracts are legally solid with the Iraq government. Lots of unknowns as yet but I expect a more solid contract in place, some solution to past payment and oil to flow. With potentially all of that possibly coming in you could argue someone might try a cheeky bid with certain conditions. This sort of leads onto the buyback(or lack of)which looks like the company using it to stop anyone driving the price down pre cheeky offer so it appears a good offer. Worst case we might get another cheeky dividend end of year or it’s extended.

I’ve no idea if I’m anywhere near accurate but it’s a bit of fun guessing and even if a takeover came in I’ve no idea what value we would be.

Anyway happy to watch sp slowly recover and dividends come in

I was hoping for some sort of conclusion summer time but seems I was being too optimistic lol

Any way I’m happy with the dividends and buy back program they seem to be doing the job of stabilising the SP.

There seems to be allot of politics in coming to a conclusion/deal that keeps everyone happy and timings on that still feel up in the air. Saying that there feels like discussions are ongoing with the companies just hope that’s the case.

Anyway although it’s a frustrating wait the potential gains could be substantial. I think it’s unlikely GKP/other companies will end up with a bad deal as that will likely have a negative impact on investment in the country. It’s very much sit back and wait but with buybacks/dividends I’m happy to wait. Longer term depending on the deal the sp could be multiples or we see a buyout by the big boys.

O well let’s see what happens

Just wondering where does it say they’re bought back to treasury and not cancelled?

The repurchased Shares will be cancelled. Following the cancellation of the repurchased Shares, the Company will have 219,339,194 Shares in issue, with no Shares held in treasury. Therefore, the total number of Shares carrying voting rights will be 219,339,194.

Interesting times with buy backs and dividends coming into fashion. I originally thought end may/June for a deal done but looks like I was a bit too optimistic lol on the flip side I’m mostly seeing positives at the minute with the current news/language. The fact it’s so quiet on news at the minute makes me think they are in the final stages of a deal so I think July/Aug we will be sorted.

No idea on value but I’m not too bothered as I’ve been waiting for dividends which I can see paying back most or all of what I invested in a short period. Throw in the risk reduction by having a legally binding contract with Iraq and the value of the company/asset multiplies.

Still happy to sit here and wait

Feels a bit like APIKUR are a bit out of the loop but maybe I’m off on that.

I still think we are edging towards a deal over next 2 months but lots of games being played.

I won’t pretend I know the ins/out of all the wrangling over last year but the recent snippets of news gives me confidence things are heading in the right direction.

I think nominally all governments have agreed a plan but it’s just the final Iraq v company wrangling to sort out.

Again without overthinking it hopefully it will be resolved in next 2 months.

Share price will rocket and dividends won’t be far behind.

If the companies have a new legal agreement with Iraq then who knows maybe a takeover.

Risk feels like it’s reducing and it could be a game changer investment

To be honest this looks like any drill gamble. Irrespective of what the BoD says regarding the COS it’s always high risk.

I read the RNS and didn’t sound too disastrous but any hint of negativity in these markets and down you go. It was a fairly big drop and I’ll admit my 0.77 price isn’t looking good but it’s a pure gamble and I’m willing to accept that This reminds me of a share many years ago that had a similar rns and the sp tanked. Few days later they said it wasn’t as good as they’d have hoped but they did have a commercial find. SP shot back up.

I’d say we are maybe 20% chance a positive RNS will come out and sp might fly but equally we could see a further 30/40% drop. Who knows though let’s see what next week brings.

Obviously that’s the risk and people are aware of that. With about £2m cash the sp is underpinned around 0.25p. Any strike then who knows.
High risk and high reward so position yourself sensibly