RE: GKP v Genel2 Jun 2020 16:18
I'm new to investing, but I'm also a stickler for details. I wouldn't plough money into a company if I wasn't sure that it was a good business to buy into. I had a toss up between Genel and GKP,.. and after some fundamental analysis, GKP won between the two. They both produce roughly the same amount of oil, but the institutions have been slower to put money back into GKP than they have with Genl - and as a small retail investor, that's to my advantage. I'm confident the SP will correct it's self in a big way.. but I think patience is key. RockRose Energy is another example of the market's slow take up. Absolutely perfect balance sheet and had a market cap of just £110m when I bought in... even though they had revenue of more than twice that in Dec 19. I've seen a return of 25% since buying.. and I expect it will be significantly higher than this in the long term. I also believe this to be true of GKP.. have faith :)