Gulf Keystone Petroleum Ltd
WKN: A2DGZ5 / ISIN: BMG4209G2077Jackpott Ölaktie Gulf Keystone !
| eröffnet am: | 01.04.14 18:22 von: | Chalifmann3 |
| neuester Beitrag: | 16.03.26 08:31 von: | Walera |
| Anzahl Beiträge: | 375 | |
| Leser gesamt: | 172076 | |
| davon Heute: | 46 | |
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30.07.15 20:17
#226
Siro100
Upppss
...die Türkei scheint da richtig Wirbel rein zu bringen und/oder es stehen richtig schlechte Nachrichten an
30.07.15 20:22
#227
Siro100
Und das...
...bei der riesigen Menge Öl auf das Gulf Keystone sitzt. Wow! Das ist ja wie in Explorer-Zeiten
31.07.15 15:08
#229
noidea
Gulf
habe gerade mal die Nachricht gelesen über Gulf. Die fördern weiterhin Öl. Wahrscheinlich wieder mal nicht flüssig...
21.08.15 10:10
#232
noidea
gulf
und hier noch ein Argument für Gulf (niedrige Förderkosten):
Gulf Keystone Petroleum (LSE:GKP) is one of the lowest cost producers in the sector. Focusing on the Kurdistan region of Iraq, Gulf Keystone's cash operating costs are just $11.8 per barrel of oil equivalent (boe). Unfortunately, drilling in Kurdistan has its drawbacks. The Kurdistan Regional Government has delayed payments from the exports of crude on its own account, and the political turmoil in the region continues to pose risks to its strategy of ramping up production there. But, where there is uncertainty, there is also opportunity.
With the deteriorating outlook for most commodities, I would only consider investing in Gulf Keystone Petroleum. It is a very low cost producer and its valuation does not seem to justify the value of its oil producing assets. A likely resumption to regular payments from the Kurdistan Regional Government is a very real possibility, and this could act as a catalyst to boost its valuation in the short term.
Gulf Keystone Petroleum (LSE:GKP) is one of the lowest cost producers in the sector. Focusing on the Kurdistan region of Iraq, Gulf Keystone's cash operating costs are just $11.8 per barrel of oil equivalent (boe). Unfortunately, drilling in Kurdistan has its drawbacks. The Kurdistan Regional Government has delayed payments from the exports of crude on its own account, and the political turmoil in the region continues to pose risks to its strategy of ramping up production there. But, where there is uncertainty, there is also opportunity.
With the deteriorating outlook for most commodities, I would only consider investing in Gulf Keystone Petroleum. It is a very low cost producer and its valuation does not seem to justify the value of its oil producing assets. A likely resumption to regular payments from the Kurdistan Regional Government is a very real possibility, and this could act as a catalyst to boost its valuation in the short term.
24.08.15 15:35
#233
noidea
Gulf Keystone
Ölquellen zu verschenken !!!!!
Wir sollten alle zusammen legen und Gulf kaufen :-))
Wir sollten alle zusammen legen und Gulf kaufen :-))
15.10.15 10:54
#235
noidea
Gulf Keystone
By Malcolm Graham-Wood | Thu, 15th October 2015 - 09:20
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Malcolm Graham-Wood Gulf Keystone
WTI $46.64 -2c, Brent $49.15 -9c, Diff $2.51 -7c, NG $2.52 +2c
Another short blog today, very little news around but the 3Q's are just around the corner particularly for the US oilfield service companies which will give us very important pointers as to the industry's cost base.
The oil price arrested the fall but still ended up slightly weaker on the day ahead of the imminent Brent expiry. The market was short of news and the API inventory stats which came out late were not very helpful. A much bigger than forecast stock build of 9.4m barrels, expectations were 2.8m, but at Cushing the rise was only 1.4m barrels.
Gulf Keystone
Not sure whether the catch phrase should be that "every little helps"' but for GKP, today's news that they have received their October payment from the MNR is surely good news. Clearly, compared to the huge amount owed and indeed their own debt pile, $12m is but a drop in the ocean but if it keeps them afloat then the light can be seen at the end of the tunnel.
All the reports we are getting are showing excellent operational work on the ground and that Shaikan is performing very well, 50/- b/d on peak days might not have been expected not long ago. I expect Jón Ferrier to continue to do well and he is managing to spend a fair bit of time in Erbil as well as over here. Indeed I am led to believe that there will be more meeting with shareholders from institutional to the retail and even an interview on TipTV…For both GKP and Genel I detect that things are looking up and I am cautiously optimistic for both companies.
Share this
Malcolm Graham-Wood Gulf Keystone
WTI $46.64 -2c, Brent $49.15 -9c, Diff $2.51 -7c, NG $2.52 +2c
Another short blog today, very little news around but the 3Q's are just around the corner particularly for the US oilfield service companies which will give us very important pointers as to the industry's cost base.
The oil price arrested the fall but still ended up slightly weaker on the day ahead of the imminent Brent expiry. The market was short of news and the API inventory stats which came out late were not very helpful. A much bigger than forecast stock build of 9.4m barrels, expectations were 2.8m, but at Cushing the rise was only 1.4m barrels.
Gulf Keystone
Not sure whether the catch phrase should be that "every little helps"' but for GKP, today's news that they have received their October payment from the MNR is surely good news. Clearly, compared to the huge amount owed and indeed their own debt pile, $12m is but a drop in the ocean but if it keeps them afloat then the light can be seen at the end of the tunnel.
All the reports we are getting are showing excellent operational work on the ground and that Shaikan is performing very well, 50/- b/d on peak days might not have been expected not long ago. I expect Jón Ferrier to continue to do well and he is managing to spend a fair bit of time in Erbil as well as over here. Indeed I am led to believe that there will be more meeting with shareholders from institutional to the retail and even an interview on TipTV…For both GKP and Genel I detect that things are looking up and I am cautiously optimistic for both companies.
01.12.15 16:40
#236
Siro100
Krass...
...wenn die Situation im Irak, im Kurdengebiet und in der ganzen Region nicht so miserabel und instabil wäre, könnte ich echt in Versuchung kommen. Aber wer uns ob nicht morgen die IS die Hände darauf hat. Schade um solch ein Unternehmen mit sovielen Reserven
02.12.15 12:33
#237
noidea
siro100
Hallo Siro, außerdem sind mal wieder Zahlung nicht geleistet worden (15Mio) für November
03.12.15 14:38
#238
noidea
Gulf Keystone
http://www.scandoil.com/moxie-bm2/news/...s-payment-of-us15-mil.shtml
wieder Licht in Sicht :-)
Zahlung für November erhalten (15Mio)
wieder Licht in Sicht :-)
Zahlung für November erhalten (15Mio)
14.12.15 19:35
#239
noidea
Gulf
Gulf ist doch ein klasse Übernahme-Kandidat :-))
so billig kommt man sicherlich nicht mehr zu solch einer Öl-Quelle
so billig kommt man sicherlich nicht mehr zu solch einer Öl-Quelle
14.12.15 20:15
#240
Chalifmann3
Hi noidea !
Bin auch immer noch überzeugt von gulf und auch wieder eingestiegen,bist du mit 3 oder 4 stelliger Stückzahl dabei ? Ich würde gerne eine Partie skandinavisch mit schwarz gegwen dich testen,also gib doch mal deinen Eröffnungszug im schachthread ab ,ja ?
MFG
Chali
MFG
Chali
06.01.16 22:40
#241
noidea
gulf
http://www.stockmarketwire.com/article/5188341/Oil-Gas-Roundup.html
könnte dem Kurs wieder etwas auf die Beine helfen
könnte dem Kurs wieder etwas auf die Beine helfen
06.01.16 22:45
#242
Chalifmann3
hi noidea
dein zug bitte ,noidea ! Im schachthread ! Ich habe Gulf Keystone in Cesca Therapeutics getauscht,mal sehen ,,,,,,,
07.01.16 18:52
#243
noidea
Gulf Keystone
da liegen Mrd. im Boden und wo steht die Aktie von Gulf !
Warum schluckt die nicht ein Großer ? Bei der derzeitigen MK ein Schnäppchen :)
Warum schluckt die nicht ein Großer ? Bei der derzeitigen MK ein Schnäppchen :)
08.01.16 10:55
#244
noidea
Gulf
MK derzeit 160 Mio....Cash ca. 60 Mio. plus Öl-Reserven in Mrd. Höhe
01.02.16 14:29
#245
Siro100
Na hier geht es ja rund heute in GB
Erbil, Kurdistan Region, Iraq (mnr.krg.org) - As from January 1, 2016, the Kurdistan Regional Government (KRG)s monthly payments to the producing international oil companies (IOCs) will be based on the contractual entitlements under the Production Sharing Contract governing each license, replacing the interim payment arrangements in place since last September.
The 2016 payments will reflect the revenue derived from each producing field on a netback basis, adjusting for crude quality differentials compared to Brent prices plus deduction of applicable transportation charges.
In addition to the abovementioned entitlements, the KRG will make a further payment, equivalent to five percent of the respective monthly netback revenue derived from each field, to the IOCs towards the recovery of their outstanding entitlements.
Once again, the KRG acknowledges and appreciates the economic contribution made by the producing IOCs and their success in raising the volume of oil export from the Kurdistan Region. They have demonstrated their commitment to the people of Kurdistan at a time when the Kurdistan Region has been fighting terrorism and shouldering the social, political and economic burden of an influx of 1.8 million refugees.
These payments will cover the IOCs ongoing operating expenses and provide additional incentives and rewards for new capital investments to maintain and increase field production levels. The new arrangement will provide greater clarity as to the fiscal status of each of the fields.
The KRG aims to process each of the monthly payments to the IOCs within 10 working days of the following month. As world oil prices rebound from their historically low levels, the KRG envisages raising the allocation of netback revenues to the IOCs to permit accelerated recovery of their outstanding receivables balances.
The 2016 payments will reflect the revenue derived from each producing field on a netback basis, adjusting for crude quality differentials compared to Brent prices plus deduction of applicable transportation charges.
In addition to the abovementioned entitlements, the KRG will make a further payment, equivalent to five percent of the respective monthly netback revenue derived from each field, to the IOCs towards the recovery of their outstanding entitlements.
Once again, the KRG acknowledges and appreciates the economic contribution made by the producing IOCs and their success in raising the volume of oil export from the Kurdistan Region. They have demonstrated their commitment to the people of Kurdistan at a time when the Kurdistan Region has been fighting terrorism and shouldering the social, political and economic burden of an influx of 1.8 million refugees.
These payments will cover the IOCs ongoing operating expenses and provide additional incentives and rewards for new capital investments to maintain and increase field production levels. The new arrangement will provide greater clarity as to the fiscal status of each of the fields.
The KRG aims to process each of the monthly payments to the IOCs within 10 working days of the following month. As world oil prices rebound from their historically low levels, the KRG envisages raising the allocation of netback revenues to the IOCs to permit accelerated recovery of their outstanding receivables balances.
19.02.16 09:04
#246
noidea
Gulf
http://www.morningstar.co.uk/uk/news/...e-payment-from-kurdistan.aspx
jedenfalls klappt es jetzt scheinbar mit den montl. Zahlungen :-)
jedenfalls klappt es jetzt scheinbar mit den montl. Zahlungen :-)
18.03.16 13:47
#247
Chalifmann3
hi noidea
Bin jetzt wieder bei gulf dabei,wieviel Stücklein hälst du ,oder hast du geschmissen ? Schau doch mal in den Schachthread,Maykiss und bbb sind auch da,dann spielenwir,hm ?
18.03.16 13:50
#248
Chalifmann3
Gulf Keystone raises fears for its future
Gulf Keystone which drills for oil in Iraqi Kurdistan, has warned there is doubt” that it can stay in business as it struggles to cope with low oil prices and political instability caused by the rise of Isis in the region.
The London-listed company said on Thursday that it might not be able to meet interest payments on its bonds due in April and October or make capital repayments of $575m due next year.
It warned in its annual results that the continuing low price of oil, political problems in Iraq and other difficulties “create a material uncertainty that casts significant doubt upon the group’s ability to continue as a going concern”.
But the company added: “The directors have a reasonable expectation that the group has adequate resources to continue in operational existence for the foreseeable future.”
Like other oil companies that entered the region after the 2003 invasion, Gulf Keystone has encountered a series of problems, including non-payment by the Kurdistan Regional Government.
The Erbil-based KRG has struggled to meet its commitments to international oil companies as it battles Islamist militants and argues with Baghdad over financing.
Gulf Keystone chief executive Todd Kozel stepped down in 2014 amid complaints over high executive pay, and according to one person close to the company, at the request of the KRG.
Gulf Keystone did start receiving payments from the KRG last year but it is still owed $168m.
The company announced last year that it had entered talks with potential buyers — news that sent the shares up more than 55 per cent to 55p, giving it a market valuation of £489m.
But it said on Thursday that thanks to low oil prices and volatile geopolitics, “a transaction is unlikely in the near term”. The shares dropped 21.7 per cent to close at 9.4p, valuing the company at £92m.
Gulf Keystone is in talks to secure new financing from its bondholders, to whom it must pay $26.4m of interest in April. The company currently holds $50m in cash.
Lionel Therond, head of oil and gas equity research at Standard Advisory, said: “They might make the interest payments in April but the one in October, maybe not. And it seems they won’t make their debt repayments next year.”
He added: “Eventually if there is no oil price recovery, this is a company which is doomed.”
Jón Ferrier, Gulf Keystone’s chief executive, said: “We are not going bust at all, but we are facing up to a difficult position we are in.”
Lombard
Crumbling Keystone
Jonathan Guthrie
Iraqi Kurds and independent oil companies are mutually dependent. If the relationship fails, both have a problem, says Jonathan Guthrie.
Sami Zouari, chief financial officer, said Gulf Keystone’s ability to pay its bondholders would depend on the payments it receives from the KRG.
He added that debt owners held the right to take over the equity in the company if it failed to make its payments. Payments are partially tied, however, to how much oil the KRG can sell each month.
The major oil pipeline linking Iraqi Kurdistan to international markets was shut down between February 17 and the end of last week as Turkish forces battled Kurdish militants in the south-east border region the pipeline runs through.
The disruption was also a blow to the autonomous regional government that is struggling to pay civil service and military salaries amid the worst oil price collapse in 25 years.
The KRG is running a large budget deficit that has only been partially covered through pre-pay deals with large international oil traders.
Unlike rival Genel, which is led by former BP chief executive Tony Hayward, Gulf Keystone has not written down the size of its proved and probable reserves, however.
The company increased production from its Shaikan oilfield last year by 71 per cent to 11.1m barrels — an average of 35,000 barrels a day.
Mr Ferrier said: “We have a fantastic asset and we have secure rights to those assets.”
Referring to the London-listed oil company that called in administrators last year, Mr Ferrier said: “We are not another Afren.”
Wird schon schiefgehen,hm ? ---- Oder ???
Grummel
The London-listed company said on Thursday that it might not be able to meet interest payments on its bonds due in April and October or make capital repayments of $575m due next year.
It warned in its annual results that the continuing low price of oil, political problems in Iraq and other difficulties “create a material uncertainty that casts significant doubt upon the group’s ability to continue as a going concern”.
But the company added: “The directors have a reasonable expectation that the group has adequate resources to continue in operational existence for the foreseeable future.”
Like other oil companies that entered the region after the 2003 invasion, Gulf Keystone has encountered a series of problems, including non-payment by the Kurdistan Regional Government.
The Erbil-based KRG has struggled to meet its commitments to international oil companies as it battles Islamist militants and argues with Baghdad over financing.
Gulf Keystone chief executive Todd Kozel stepped down in 2014 amid complaints over high executive pay, and according to one person close to the company, at the request of the KRG.
Gulf Keystone did start receiving payments from the KRG last year but it is still owed $168m.
The company announced last year that it had entered talks with potential buyers — news that sent the shares up more than 55 per cent to 55p, giving it a market valuation of £489m.
But it said on Thursday that thanks to low oil prices and volatile geopolitics, “a transaction is unlikely in the near term”. The shares dropped 21.7 per cent to close at 9.4p, valuing the company at £92m.
Gulf Keystone is in talks to secure new financing from its bondholders, to whom it must pay $26.4m of interest in April. The company currently holds $50m in cash.
Lionel Therond, head of oil and gas equity research at Standard Advisory, said: “They might make the interest payments in April but the one in October, maybe not. And it seems they won’t make their debt repayments next year.”
He added: “Eventually if there is no oil price recovery, this is a company which is doomed.”
Jón Ferrier, Gulf Keystone’s chief executive, said: “We are not going bust at all, but we are facing up to a difficult position we are in.”
Lombard
Crumbling Keystone
Jonathan Guthrie
Iraqi Kurds and independent oil companies are mutually dependent. If the relationship fails, both have a problem, says Jonathan Guthrie.
Sami Zouari, chief financial officer, said Gulf Keystone’s ability to pay its bondholders would depend on the payments it receives from the KRG.
He added that debt owners held the right to take over the equity in the company if it failed to make its payments. Payments are partially tied, however, to how much oil the KRG can sell each month.
The major oil pipeline linking Iraqi Kurdistan to international markets was shut down between February 17 and the end of last week as Turkish forces battled Kurdish militants in the south-east border region the pipeline runs through.
The disruption was also a blow to the autonomous regional government that is struggling to pay civil service and military salaries amid the worst oil price collapse in 25 years.
The KRG is running a large budget deficit that has only been partially covered through pre-pay deals with large international oil traders.
Unlike rival Genel, which is led by former BP chief executive Tony Hayward, Gulf Keystone has not written down the size of its proved and probable reserves, however.
The company increased production from its Shaikan oilfield last year by 71 per cent to 11.1m barrels — an average of 35,000 barrels a day.
Mr Ferrier said: “We have a fantastic asset and we have secure rights to those assets.”
Referring to the London-listed oil company that called in administrators last year, Mr Ferrier said: “We are not another Afren.”
Wird schon schiefgehen,hm ? ---- Oder ???
Grummel
19.03.16 23:04
#249
Siro100
Am kommenden Montag...
....kommst Du noch günstiger rein! Allerdings ist das Ding nichts für schwache Nerven!
18.04.16 09:18
#250
Siro100
Riecht nach einer Pleite
...und trotzdem stuft Cantor massiv nach oben
http://sharedealing.nandp.co.uk/broker-views/GKP/...eystone-Petroleum
http://sharedealing.nandp.co.uk/broker-views/GKP/...eystone-Petroleum

