Member Info for sankeys

5% out to be correct, which within a day is really bad. laughable to be honest.

Evening Members, I think like your 78p close prediction today you are again completely wrong, if I was having a punt, 78 low, 83 high. 80 close. I'll leave the macro analysis to our resident expert DBNO.

Correct, it will be communicated via RNS.

Why are you here every day then?

Dear God, did someone really spend time writing that?

FlyingHorse,
What % of Gkp holders from 2009 bought after reading these bbs? Most of us look or participate on bbs before buying shares, its just on this one its like walking into the pub at the start of American Weirwolf! You guys need to perhaps take a step back.

Afternoon members.

Whats negative about discussing the CPR? I think this bb needs some new blood, seems to be a bunch of old guys on here bleeting about 2012.
I will wait till new CPR to make a decision, id like to know capex to get to 110k and of course that its been approved by the KRG. I will leave you lot to argue who has the most experience or been to Ebril the most times.

Bubble seems to be bursting on the fracture ponzi.

Had a quick look at CPR, Brent predictions far more realistic, so NPV10 of $1 bill, whats that? About £4 quidish? Of course they need an agreed FDP to firm up the numbers.

The CPR is also out of date, there will be an updated one soon so no point looking at that for now. What the model shows is that Gkp is highly geared to the price of Brent, moreso than all its peers as alot of the costs are fixed and opex low - it really drives marginal profit for every $ increase in Brent. If you believe that Brent is going beyond $80 and upwards then its got decent upside, oil below $70 and the risk/reward isnt there given current market cap.

Bit of a poor business plan, predicted 2019 price for Taq at $72.50 and for SH at $80? Two different assumptions in the same document, was it written by a 5 year old?
The SH model is flawed also, predicted Brent price is to high, $ 80 by now and rising over $100 when it's currently $65 with OPEC limits, they need to take off $10 there which would wipe off a lot of the value. Also they have total discounts at $16 when we know this is circa $21, so another $5 off. The KRG are also not applying the 40% infrastructure tax currently levied on the punitive Gkp PSC . With these factors punched into the model the NPV10 would be more like $150/200m .

Surely Tullow as operator will decide when announcements are made on drill.

What a load of rubbish, there's just PIs on here with differing opinions, fact is Gkp has not lived up to the uber hype created by the crook Kozel. All the Kurd oil fields are important, but more so the fields that produce lighter oil for the Kurd blend.
After 10 years realising 40k bopd is poor, oil is worth nothing in the ground and the politics is still meeting, jam, bus units and no oil law. The next major news flow is late 2020 when/if they hit 55k.
Till then there will be numerous takeover stories and talk of trolls stealing shares by the deluded.

SK is Leeds area but usee to travel to Thailand for reasons unknown.

Bailed at 83 couple of weeks ago due to markets, but back on last few days at a far better average, not going to miss this drill!

Lol, whatever the low of the day is will be his buy. Wouldnt buy now till after EIA on Wed.

Need to smash 78p out of the way, its always been a pain.

Hes messing up gis decimal place again, hes £2.50 a point and already filling his y fronts with Brent at $64.60

Still rising, if it holds over night we will see 80s on Friday.