Member Info for MrCareful

Opportunity to get your questions answered today at GENEL's Half Year Results meeting at 10:00am BST.

Probably recorded if you can't access it

E1 did Mr Day actually say when we would be included though?

Wasn't it mentioned on this BB that GGP may have to wait for 6 months of trading before entry to AXS200 unless they were deemed a special case ?

Snippets from GENL H1 results- O/L Presentation this morning

Drone attack

Following the impact of the drone attack on Tawke production, the operator is developing a plan to expedite the resumption of optimal production in a safe and efficient way, with work ongoing to determine and test the best plan for production ramp up We expect the impact on cash of damage caused and lost production to be mitigated by judicious cost control and insurance cover

Domestic oil sales

At first half average realised domestic sales prices of around $33/bbl, our 25% interest in the licence has generated significant free cash flow that has more than covered our spend.

ITP Exports

With discussions on access to exports seeming to have reached a stage of progression that we have not seen previously, we remain focused on working hard with fellow stakeholders to convert this position into accessing exports on the right terms that provide appropriate confidence that we will be paid in line with our contractual terms. This, together with unlocking appropriate investment activity, has the potential to more than double the revenue generation of this world class licence.

Thanks StarvestInvest, so we've been looking at the good news(5.23) rather than the official 5.18. Quite a difference.

Hi a couple of posters have referred to the closing ASX sp of A$5.23, down 1.13% which is different to my link below. Would somebody please point me to a reliable source of historic prices?

Historic prices at https://www.listcorp.com/asx/ggp/greatland-resources-limited?q=GGP

Date Open Last Change Change % High Low Volume

31 Jul 25 5.50 5.30 -0.26 -4.68% 5.50 5.17 2,726,463

30 Jul 25 5.45 5.56 +0.32 +6.11% 5.75 5.42 3,145,123

What about these large buys , to highlight just a few, mopping up small sells!

31-Jul-25 16:28:34 244.442 80,666 Buy* 240.00 245.00 197.18k O

31-Jul-25 16:00:52 246.111 50,312 Buy* 240.00 245.00 123.82k O

I wonder what Liam is saying now!

Although I think this is just one big tree shake to fill orders and I will be buying more when I have more cash.

Thanks very much Horizonglow. A very good site packed with vital info. Found another one for the list;

Retained at Overweight at Barrenjoey; Price Target: $11.00

https://www.marketindex.com.au/news/evening-wrap-asx-200-steadies-on-santos-woodside-gains-as-uranium-and

The one I would really like to see is Berenberg !

If anybody managed to find the Brokers Targets for GGP on ASX evening wrap -please would you give the link

I am aware its not accurate but we do have some pretty high numbers!

Volume 6,913,476

# Trades 2,703

Vol. Sold 2,592,288

Sold Value £6.17m

Vol. Bought 3,611,287

Bought Value £8.98m

I wonder how this increase in production is being achieved when the oil companies, as far as I am aware, still have production suspended. Certainly no RNS for Genel or GKP to say oil is flowing again.

Isn't that link for live investor viewing, is there a recorded version?

Iraq and Turkiye have begun preliminary discussions on a potential new agreement to resume crude oil exports through the Turkish port of Ceyhan, according to the Iraqi economic observatory Eco Iraq.

The talks come amid Turkish demands to raise oil transit fees to $2.5 per barrel, significantly above the previous rate of $1 to $1.5. https://shafaq.com/en/Economy/Turkiye-seeks-higher-transit-fees-in-new-Iraq-oil-deal-talks

Press now reporting transfer of Salaries.

ERBIL, Kurdistan Region - The Kurdistan Region’s finance ministry on Thursday said that it received nearly 975 billion dinars (about $737 million) from the federal government to cover public sector salaries of May, after Erbil and Baghdad reached a breakthrough in talks.https://www.rudaw.net/english/kurdistan/24072025

Welcome news, sounds like the US is more resolute on a number of key issues.

Surely it must be the beginning of the end !

The United States said Thursday it would allow its diplomats to return to Iraq, nearly a month after they were ordered out as a precaution following US strikes on neighbouring Iran.

While the State Department did not explain its reasons, such shifts in staffing generally indicate Washington sees a lower risk of conflict.

The easing of travel restrictions comes despite a series of drone strikes on oil fields in the Kurdistan region.

There were no claims for the strikes, which occurred amid a dispute between Kurdish authorities and the central government over oil revenue, which was headed toward resolution on Thursday. https://www.newarab.com/news/us-lets-staff-return-iraq-weeks-after-iran-strike

A drone attack struck the Sarsang oil field early Tuesday morning in the Chamanke (Jamanki) subdistrict of Amedi district, Duhok province, causing a fire and forcing the suspension of operations, according to US-based operator HKN Energy. https://shafaq.com/en/Kurdistan/Explosion-hits-HKN-Energy-s-Sarang-oil-field-in-Duhok

Iraq’s Minister of Oil, Hayan Abdul-Ghani, has accused the Kurdistan Region of failing to comply with a key agreement on oil exports through the Turkish port of Ceyhan, according to a member of the parliamentary Oil and Gas Committee. https://shafaq.com/en/Iraq/Iraq-accuses-Kurdistan-Region-of-noncompliance-with-export-deal

Two drones attacked Khurmala oilfield in Iraq's semi-autonomous Kurdish region on Monday night, counter-terrorism officials said. Thought to be the PMF(Popular Mobilisation Force) https://www.thenationalnews.com/news/mena/2025/07/15/drones-attack-khurmala-oilfield-in-iraqs-kurdish-region/

Looks like APIKUR are taking the opportunity of the flurry of Iraq KRG meetings to remind everybody of our stance NO PAY - NO EXPORTS! Has anything else changed yet?