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    Gulf Keystone Irak-Ölperle Deutschland schläft - 500 Beiträge pro Seite (Seite 2)

    eröffnet am 25.08.09 11:36:58 von
    neuester Beitrag 26.03.24 00:28:55 von
    Beiträge: 1.196
    ID: 1.152.605
    Aufrufe heute: 4
    Gesamt: 181.430
    Aktive User: 0

    ISIN: BMG4209G2077 · WKN: A2DGZ5 · Symbol: GVP1
    1,3280
     
    EUR
    +0,15 %
    +0,0020 EUR
    Letzter Kurs 28.03.24 Tradegate

    Werte aus der Branche Öl/Gas

    WertpapierKursPerf. %
    1,8000+96,08
    6,2000+30,80
    3,0700+29,05
    18,640+21,83
    30,00+20,00
    WertpapierKursPerf. %
    1,0100-8,18
    1,3321-9,10
    8,5000-11,73
    4,6951-12,73
    18,440-22,81

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     Ja Nein
      Avatar
      schrieb am 20.02.12 11:22:51
      Beitrag Nr. 501 ()
      Zitat von ikarusfly: allein shk hätte dann einen wert von 17bp:eek::eek:

      hier nochmal die berechnung eines users...



      Herschel K - 20 Feb'12 - 09:29 - 166556 of 166556


      FE,

      Indeed.

      Basic calculation tells you it's worth way more..................

      TH paid $5.80 for P1/P2 reserves.

      54% x 8bn x $5.80 = $25bn
      Using 900m shares = $27.77 per share = £17.58 per share.

      So, £17.50 per share there or thereabouts, and that's if Shaikan ONLY has 8bn reserves..............

      Sub £5?

      You're having a laugh mate.


      Da liege ich ja mit meiner Vermutung das wir hier noch einen guten EKs habe nicht so verkehrt ! :laugh:

      diese Berechnung entspricht ca. 21€ / Share.....sind ja nur noch ca. 300 % Plus vom derzeitigen Kurs bis wir dort landen ! :D
      1 Antwort
      Avatar
      schrieb am 20.02.12 11:27:13
      Beitrag Nr. 502 ()
      Antwort auf Beitrag Nr.: 42.776.396 von Earthfire am 20.02.12 11:22:51und das beste ......shk updates weden im ende märz anfang april veröffentlicht:lick:;)
      Avatar
      schrieb am 20.02.12 11:31:17
      Beitrag Nr. 503 ()
      Zitat von ikarusfly: und das beste ......shk updates weden im ende märz anfang april veröffentlicht:lick:;)


      Ich weiß...:D trotzdem danke für die Info ! :)

      Lese mal deine BM !
      Avatar
      schrieb am 20.02.12 12:10:20
      Beitrag Nr. 504 ()
      Vice-Awadi: a secret deal between Baghdad and Kurdistan to pass the oil and gas law
      http://iraqidinarnews.net/blog/2012/02/20/vice-awadi-a-secre…

      Mit etwas Glück kommt Bewegung in das Oil&Gas-Law. Wenn das gegessen ist und damit Rechtssicherheit herrscht, dann tippe ich auf eine Übernahme von Exxon oder Sinopec.
      Nach meiner Erfahrung ist der Aufschlag bei Übernahmen max. 50-100% über aktuellem Kurs.
      Deshalb halte ich 20-50$ was hier bzw. im iii-Forum herumschwirrt für übertrieben.

      Was meint ihr zu einem Angriff von Israel auf Iran? Was hätte das für einen Einfluss auf GKP/Kurdistan?
      Ich geh davon aus, dass die Israelis wenn sie dazu bereit sind, auf irgendeine Provokation von Iran warten, passiert ja eh wöchentlich, und dann losschlagen.
      Ich denke dieser Konflikt bleibt "klein". Iran rasselt zwar mit dem Säbel und droht mit einem Flächenbrand und zB Sperre von Str. von Hormuz. Aber schließlich stehen die Amis ja auch da unten mit Flugzeugträger usw. Die Iraner sollten eigtl. wissen, dass sie dann eine auf die Mütze kriegen und der Konflikt rasch zu Ende wäre.
      Avatar
      schrieb am 20.02.12 12:12:56
      !
      Dieser Beitrag wurde von CloudMOD moderiert. Grund: ohne nachvollziehbarer Quellenagabe, ggf. neu einstellen

      Trading Spotlight

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      Avatar
      schrieb am 20.02.12 12:30:23
      Beitrag Nr. 506 ()
      TH paid $5.80 for P1/P2 reserves.

      54% x 8bn x $5.80 = $25bn
      Using 900m shares = $27.77 per share = £17.58 per share.

      So, £17.50 per share there or thereabouts, and that's if Shaikan ONLY has 8bn reserves..............

      Sub £5?


      Hätte absolut nichts dagegen einzuwenden, wenn Parnella Weinbergs und Partner auch so rechnen würden. :laugh:
      Avatar
      schrieb am 20.02.12 12:33:44
      !
      Dieser Beitrag wurde von CloudMOD moderiert. Grund: ohne nachvollziehbarer Quellenagabe, ggf. neu einstellen
      Avatar
      schrieb am 20.02.12 12:37:21
      Beitrag Nr. 508 ()
      Zitat von max232: Vice-Awadi: a secret deal between Baghdad and Kurdistan to pass the oil and gas law
      http://iraqidinarnews.net/blog/2012/02/20/vice-awadi-a-secre…

      Mit etwas Glück kommt Bewegung in das Oil&Gas-Law. Wenn das gegessen ist und damit Rechtssicherheit herrscht, dann tippe ich auf eine Übernahme von Exxon oder Sinopec.
      Nach meiner Erfahrung ist der Aufschlag bei Übernahmen max. 50-100% über aktuellem Kurs.
      Deshalb halte ich 20-50$ was hier bzw. im iii-Forum herumschwirrt für übertrieben.

      Was meint ihr zu einem Angriff von Israel auf Iran? Was hätte das für einen Einfluss auf GKP/Kurdistan?
      Ich geh davon aus, dass die Israelis wenn sie dazu bereit sind, auf irgendeine Provokation von Iran warten, passiert ja eh wöchentlich, und dann losschlagen.
      Ich denke dieser Konflikt bleibt "klein". Iran rasselt zwar mit dem Säbel und droht mit einem Flächenbrand und zB Sperre von Str. von Hormuz. Aber schließlich stehen die Amis ja auch da unten mit Flugzeugträger usw. Die Iraner sollten eigtl. wissen, dass sie dann eine auf die Mütze kriegen und der Konflikt rasch zu Ende wäre.


      Sehe ich ähnlich, der IRAN ist aus waffentechnischer Sicht, absolut unterlegen...der USA.
      Da nutzt die Mannpower der Armee wenig.
      Ich hoffe das Israel nicht einen Alleingang wagt und dort für extreme Unruhe damit sorgt.

      Meine Vermutung ist, es bleibt beim Säbelrasseln !

      Was bei einer Übernahme durch einen Major mit unserem Kurs passiert, kann man nur schwer sagen !
      einerseits hast du Recht mit 50- 100 % Plus bei Übernahme
      anderseits, wo steht bis dahin der Kurs ? evtl. sind wir dann bereits bei 10€ od. höher...weiß keiner , wem dem so wäre ...dann plus 100 %...und wir wären bei der Schätzung des Users.

      Es kann auch anders laufen, in einem Forum habe ich von einer Übernahme ( kanadischer Rohstoffexplorer GOLD ) gelesen, dort wurde folgendes geschrieben..Kurs vor Übernahme 1,3 €-----für die Shareholder gab 18€ :eek:.
      Hätte auch keiner gedacht...die haben sich gefreut ! :laugh:

      Ich denke das wir entsprechend der bestätigten Recourcen..Barrel x $ rechnen können.

      EXXON wird GKP betimmt nicht zum Schleuderpreis bekommen....da entsteht vorher eine Bieterschlacht um die Rechte.

      Bei einem Verkauf bringt das Barrel..5-6 US $ lt. meiner Kenntniss.

      Aber bis es soweit ist, wird der Kurs noch um ein vielfacher höher wie heute stehen.....da bin ich mir sicher !
      Der Markt wird vor der Übernahme dies entsprechend so bewerten.:look:
      1 Antwort
      Avatar
      schrieb am 20.02.12 13:18:12
      Beitrag Nr. 509 ()
      Weiß jemand wie eine Übernahme im einzelnen so abläuft?
      Habe bisher noch keine Erfahrung damit.

      Die Übernahme (Shareprice) wird von der HV mit Stimmen-
      mehrheit angenommen.Muß dann von jedem Aktionär eine
      entprechende Sell-order aufgegeben werden,oder läuft der
      Aktienverkauf automatisch zum Übernahmepreis ab?

      Danke Falke7
      Avatar
      schrieb am 20.02.12 13:36:40
      Beitrag Nr. 510 ()
      Zitat von Falke7: Weiß jemand wie eine Übernahme im einzelnen so abläuft?
      Habe bisher noch keine Erfahrung damit.

      Die Übernahme (Shareprice) wird von der HV mit Stimmen-
      mehrheit angenommen.Muß dann von jedem Aktionär eine
      entprechende Sell-order aufgegeben werden,oder läuft der
      Aktienverkauf automatisch zum Übernahmepreis ab?

      Danke Falke7


      Hallo, bin auch noch nicht in den Genuss einer Übernahme gekommen.:)

      Denkbar ist auch das wenn zb. EXXON der Käufer wäre, werden die Shares von GKP entsprechend des Übernahmepreises in EXXON Shares übertragen und dann in das Depot eingebucht ....habe ich so schon mal gehört...dann kann man diese ja direkt danach verkaufen.

      Ich denke eine SEll order wird für diesen Fall wenig nützen, da in der Regel der Kurs bei einer Übernahme ausgesetzt wird..Trading Halt.
      Avatar
      schrieb am 20.02.12 13:44:03
      Beitrag Nr. 511 ()
      wenn ma sich den Intradayverlauf der letzten Tage anschaut, sieht man ein ähnliches Muster an der LE.

      Starke Eröffnung dann übber den Tag tiefer bzw. seitwärts..um gegen nachmittag bis zum Handelsschluss nochmal richtig anzuziehen !

      Mal sehen, die US -Boys können ja heute nicht handeln ( w.g. Feiertag), ob heute Nachmittag bei uns od. in London nochmal richtig die Post abgeht..:look::lick:
      Avatar
      schrieb am 20.02.12 14:06:14
      Beitrag Nr. 512 ()
      Kurs zieht wieder schön an......auf der Insel :D
      Avatar
      schrieb am 20.02.12 14:09:26
      Beitrag Nr. 513 ()
      1 Antwort
      Avatar
      schrieb am 20.02.12 14:09:59
      Beitrag Nr. 514 ()
      Antwort auf Beitrag Nr.: 42.777.223 von ikarusfly am 20.02.12 14:09:26:D
      Avatar
      schrieb am 20.02.12 14:13:20
      Beitrag Nr. 515 ()
      Zitat von ikarusfly: http://de.advfn.com/p.php?pid=staticchart&s=LSE%3AGKP&p=0&t=…
      :D


      das "Grinse-smiley" sagt mehr als 1000 Worte ! :D
      Avatar
      schrieb am 20.02.12 14:16:04
      Beitrag Nr. 516 ()
      mal sehe ob wir ein neues TH generieren ?!?
      Avatar
      schrieb am 20.02.12 14:25:32
      Beitrag Nr. 517 ()
      Zitat von max232: Vice-Awadi: a secret deal between Baghdad and Kurdistan to pass the oil and gas law
      http://iraqidinarnews.net/blog/2012/02/20/vice-awadi-a-secre…

      Mit etwas Glück kommt Bewegung in das Oil&Gas-Law. Wenn das gegessen ist und damit Rechtssicherheit herrscht, dann tippe ich auf eine Übernahme von Exxon oder Sinopec.
      Nach meiner Erfahrung ist der Aufschlag bei Übernahmen max. 50-100% über aktuellem Kurs.
      Deshalb halte ich 20-50$ was hier bzw. im iii-Forum herumschwirrt für übertrieben.

      Was meint ihr zu einem Angriff von Israel auf Iran
      ? Was hätte das für einen Einfluss auf GKP/Kurdistan?
      Ich geh davon aus, dass die Israelis wenn sie dazu bereit sind, auf irgendeine Provokation von Iran warten, passiert ja eh wöchentlich, und dann losschlagen.
      Ich denke dieser Konflikt bleibt "klein". Iran rasselt zwar mit dem Säbel und droht mit einem Flächenbrand und zB Sperre von Str. von Hormuz. Aber schließlich stehen die Amis ja auch da unten mit Flugzeugträger usw. Die Iraner sollten eigtl. wissen, dass sie dann eine auf die Mütze kriegen und der Konflikt rasch zu Ende wäre.



      da denkt Gerald Celente ganz anders. Er spricht von III weltkrieg
      man könnte über diese meinung hinwegsehen,wenn man GC nicht kennen würde

      er beschäftigt sich mit prognosn und welttrends-
      seine trefferquote ist beängstigend hoch:eek:

      was allerdings ewtl. für uns sprechen würde ist,daß die USA
      NIEMALS konflickte in WAHLJAHREN angezettelt haben !!!!
      wir könnten wenn wir glück haben mit einem zeitfenster ;) bis
      ende des jahres rechnen :look:
      Avatar
      schrieb am 20.02.12 14:38:10
      Beitrag Nr. 518 ()
      Zitat von runn64:
      Zitat von max232: Vice-Awadi: a secret deal between Baghdad and Kurdistan to pass the oil and gas law
      http://iraqidinarnews.net/blog/2012/02/20/vice-awadi-a-secre…

      Mit etwas Glück kommt Bewegung in das Oil&Gas-Law. Wenn das gegessen ist und damit Rechtssicherheit herrscht, dann tippe ich auf eine Übernahme von Exxon oder Sinopec.
      Nach meiner Erfahrung ist der Aufschlag bei Übernahmen max. 50-100% über aktuellem Kurs.
      Deshalb halte ich 20-50$ was hier bzw. im iii-Forum herumschwirrt für übertrieben.

      Was meint ihr zu einem Angriff von Israel auf Iran
      ? Was hätte das für einen Einfluss auf GKP/Kurdistan?
      Ich geh davon aus, dass die Israelis wenn sie dazu bereit sind, auf irgendeine Provokation von Iran warten, passiert ja eh wöchentlich, und dann losschlagen.
      Ich denke dieser Konflikt bleibt "klein". Iran rasselt zwar mit dem Säbel und droht mit einem Flächenbrand und zB Sperre von Str. von Hormuz. Aber schließlich stehen die Amis ja auch da unten mit Flugzeugträger usw. Die Iraner sollten eigtl. wissen, dass sie dann eine auf die Mütze kriegen und der Konflikt rasch zu Ende wäre.



      da denkt Gerald Celente ganz anders. Er spricht von III weltkrieg
      man könnte über diese meinung hinwegsehen,wenn man GC nicht kennen würde

      er beschäftigt sich mit prognosn und welttrends-
      seine trefferquote ist beängstigend hoch:eek:

      was allerdings ewtl. für uns sprechen würde ist,daß die USA
      NIEMALS konflickte in WAHLJAHREN angezettelt haben !!!!
      wir könnten wenn wir glück haben mit einem zeitfenster ;) bis
      ende des jahres rechnen :look:


      Da wollen wir mal hoffen, das der " Seher" diesmal falsch liegt !
      Avatar
      schrieb am 20.02.12 15:07:46
      Beitrag Nr. 519 ()
      hat einer hebelprodukte für gulf key...
      Avatar
      schrieb am 20.02.12 15:10:48
      Beitrag Nr. 520 ()
      446 :lick:



      3.200% :laugh: :laugh:
      Avatar
      schrieb am 20.02.12 15:15:47
      Beitrag Nr. 521 ()
      Zitat von Coxos: 446 :lick:



      3.200% :laugh: :laugh:


      Na dazu mal Glückwunsch von mir...feine Nase gehabt !!! :laugh:
      Avatar
      schrieb am 20.02.12 16:20:44
      Beitrag Nr. 522 ()
      Antwort auf Beitrag Nr.: 42.776.828 von Earthfire am 20.02.12 12:37:21Da muss sich doch jemand massiv mit Aktien eindecken! Seit Wochen steigt das Ding tgl. um 5-10%! Wahnsinn ... man ist ja schon unzufrieden, wenns mal nur 3% steigt. :)

      @Earthfire:
      Dann sollten wir eigtl. hoffen, dass sich die Iraker noch ein bißchen Zeit mit dem Oil-Law lassen. Bis dahin kann der GKP-Kurs weiter steigen ... und dann Übnahme mit 100% Aufschlag! :D

      @runn64
      Diesen Celente kenn ich nicht. Aber die Mayas waren ja auch nicht so optimistisch für 2012 .. ;)
      Der Hinweis mit dem Wahljahr ist interessant. Das kann ich gut nachvollziehen, dass kein Präsident einen neuen Krieg im Wahljahr gebrauchen kann. Die Wahl ist übrigens am 6.Nov 2012.
      Avatar
      schrieb am 20.02.12 16:28:12
      Beitrag Nr. 523 ()
      Zitat von Earthfire:
      Zitat von Coxos: 446 :lick:



      3.200% :laugh: :laugh:


      Na dazu mal Glückwunsch von mir...feine Nase gehabt !!! :laugh:


      Die Company wird umbenannt in "Coxos Keystone" :laugh:

      Wenn Du 1.000,00 Euro investiert hattest, dann hast Du jetzt 33.000,00. Sollten es 2.000,00 gewesen sein, so sind es jetzt schon 66.000,00, usw. :laugh:

      Glückwunsch zum Invest und zum Durchhalten, auch im Namen des Bundesfinanzministers :D;)
      Avatar
      schrieb am 20.02.12 16:44:56
      Beitrag Nr. 524 ()
      Hhhhmmmm, vielleicht hast Du sogar noch vor Einführung der Abgeltungssteuer gekauft. Dann kannste alles allein auf'n Kopp haun :laugh:
      Avatar
      schrieb am 20.02.12 20:12:02
      Beitrag Nr. 525 ()
      @runn64
      Diesen Celente kenn ich nicht. Aber die Mayas waren ja auch nicht so optimistisch für 2012 .. ;)
      Der Hinweis mit dem Wahljahr ist interessant. Das kann ich gut nachvollziehen, dass kein Präsident einen neuen Krieg im Wahljahr gebrauchen kann. Die Wahl ist übrigens am 6.Nov 2012.



      da siehst du mal, was unbedingt nachzuhohlen ist...
      (eine gewaltige bildungslücke... :eek: )

      er hat den weltweiten währungskrasch vorausgesagt
      zu zeiten vo es niemand in den schreklichsten alpträumen
      es zu träumen gewagt hat..

      (auf YouTube den namen angeben.....da fintet man einiges)

      daß der Gerald Celente sich irrt ist nicht auszuschliessen,
      jedoch ziemlich unwahrscheinlich(sein trackrekord ist
      phenomenal,sozusagen "von einer anderen welt"
      (wie gesagt, wir haben ja möglicherweise das "zeitfenster"
      dieses jahr, durch die wahlen...;) )
      Avatar
      schrieb am 20.02.12 20:18:44
      Beitrag Nr. 526 ()
      den letzten trade in london gesehen : uber 2 millionen pound :cool:

      die amis machen heute blau...
      Avatar
      schrieb am 20.02.12 20:23:12
      Beitrag Nr. 527 ()
      Zitat von Coxos: 446 :lick:



      3.200% :laugh: :laugh:



      da sehen meine 550% direkt armselig...:laugh:
      Avatar
      schrieb am 21.02.12 08:34:27
      Beitrag Nr. 528 ()
      Morgen auf ein guten Tag
      Avatar
      schrieb am 21.02.12 08:37:25
      Beitrag Nr. 529 ()
      Auf dem Weg zum Mond.
      Hört sich doch nicht schlecht an:


      Gulf Keystone (LON:GKP) weiter auf dem Weg zum Mond, springen weiteres 10 % im frühen Handel auf ein neues Allzeithoch von 465 p. Die Presse Wochenende wurden auch rund um das Potenzial für ein FTSE 100 listing hier, eine werfen, die natürlich zwingen würde, die FTSE-Tracker an Bord zu springen. Der Markt wartet immer noch auf die Updates aus den Vertiefungen der Projektprüfung Shaikan-5 und Shaikan-6, eine Prise eine Hausse Update konnte diese auf die nächste Stufe der psychologische Widerstand von 500 p auch senden.



      Read more: http://207.46.192.232/proxy.ashx?a=http%3A%2F%2Fwww.oilvoice.com%2Fn%2FFoxDavies_views_from_the_trading_floor_Bowleven_Ascent_Resources_and_Gulf_Keystone%2Fefffe426396f.aspx%23ixzz1mwNF01f2#ixzz1n02MlyLv
      Avatar
      schrieb am 21.02.12 08:46:14
      Beitrag Nr. 530 ()
      Zitat von moneyscheffler: Auf dem Weg zum Mond.
      Hört sich doch nicht schlecht an:


      Gulf Keystone (LON:GKP) weiter auf dem Weg zum Mond, springen weiteres 10 % im frühen Handel auf ein neues Allzeithoch von 465 p. Die Presse Wochenende wurden auch rund um das Potenzial für ein FTSE 100 listing hier, eine werfen, die natürlich zwingen würde, die FTSE-Tracker an Bord zu springen. Der Markt wartet immer noch auf die Updates aus den Vertiefungen der Projektprüfung Shaikan-5 und Shaikan-6, eine Prise eine Hausse Update konnte diese auf die nächste Stufe der psychologische Widerstand von 500 p auch senden.



      Read more: http://207.46.192.232/proxy.ashx?a=http%3A%2F%2Fwww.oilvoice.com%2Fn%2FFoxDavies_views_from_the_trading_floor_Bowleven_Ascent_Resources_and_Gulf_Keystone%2Fefffe426396f.aspx%23ixzz1mwNF01f2#ixzz1n02MlyLv



      Morgen zusammen, also für mich bilden die 5 bp keinen psychologischen Widerstand, ganz im Gegenteil !! :laugh::D

      Auf einen grünen Handelstag.........auch wenn mich eine "kleine" Konso nicht wundern würde ! :look:

      Ach ja nur mal so am Rande, habt ihr schon mal darüber nachgedacht, warum bei diesem Kurs an der LSE noch so "dicke" Käufe eintrudeln.

      Die sehen auch hier noch ein großes Kurspotenzial, ansonsten würde im Rahmen des Riskmanagement so eine Order nicht den geringsten Sinn machen bzw, ausbleiben.
      Avatar
      schrieb am 21.02.12 08:48:51
      Beitrag Nr. 531 ()
      das war gestern ,aber heute wird es trotzdem spannend,ob die 430 pence halten ?
      Wann übernimmt endlich exon das Ding 14 euro + X
      Avatar
      schrieb am 21.02.12 08:52:08
      Beitrag Nr. 532 ()
      Das passiert immer zum Schluss,die erhöte Orderzahl,man deckt sich vorsichtshalber mal ein und verkauft dann wohl wieder am nächsten tag gleich frühs
      Avatar
      schrieb am 21.02.12 09:04:21
      Beitrag Nr. 533 ()
      morgen....

      kennt irgendjemand hebelprodukte für gulf keystone.
      gerne auch per bm.

      gruß ikarusfly
      Avatar
      schrieb am 21.02.12 09:39:05
      Beitrag Nr. 534 ()
      Zitat von ikarusfly: morgen....

      kennt irgendjemand hebelprodukte für gulf keystone.
      gerne auch per bm.

      gruß ikarusfly


      Morgen, was sucht du den, Put oder Call ?
      1 Antwort
      Avatar
      schrieb am 21.02.12 10:06:57
      Beitrag Nr. 535 ()
      Antwort auf Beitrag Nr.: 42.780.925 von Earthfire am 21.02.12 09:39:05suche call :D
      Avatar
      schrieb am 21.02.12 10:23:53
      Beitrag Nr. 536 ()
      Zitat von ikarusfly: suche call :D


      War im Prinzip klar, wollte es nur noch mal hören !:)

      Ich suche auch mal, da du mich auf eine Idee gebracht hast....wir müssen ja COXOS Prozente noch einholen.

      Schicke dir eine BM !
      1 Antwort
      Avatar
      schrieb am 21.02.12 10:44:44
      Beitrag Nr. 537 ()
      Gulf Keystone Petroleum gushed 14.25p more to an all-time high of 425.25p as speculation intensified that either Exxon Mobil or Total would soon launch a knock-out cash offer for the Kurdistan focused oil company.

      na, dann mal los
      Avatar
      schrieb am 21.02.12 12:02:55
      Beitrag Nr. 538 ()
      Antwort auf Beitrag Nr.: 42.781.185 von Earthfire am 21.02.12 10:23:53würde mich natürlich auch über eine BM freuen :)
      Avatar
      schrieb am 21.02.12 12:13:34
      Beitrag Nr. 539 ()
      Zitat von Travis_Bickle: würde mich natürlich auch über eine BM freuen :)


      Hier kommt die AW, gibt leider kein ensprechendes Papier auf GKP. :cry:

      Wir müssen uns mit den lausigen Prozenten hier begnügen ! :laugh:

      Ich gehe von einer Bieterschlacht um die Rechte an den Brunnen aus d.h. mind. bei Übernahme ....17,5 bp :D
      Evtl. sogar höher....warum ?
      Updates werden bis ende März kommen, falls wir hier weiter so laufen vom Kurs und CT her............ja wo würden wir dann liegen ?
      Und dann noch eine Monsterflußrate (im New Release ), dann knallt hier alles durch die Decke....erinnert ihr euch an den 30-40 % Plus TAG::iNTRADAY ?

      Sowas kommt bestimmt auch noch mal..................:)
      Avatar
      schrieb am 21.02.12 22:25:26
      Beitrag Nr. 540 ()
      I would put my hand on my heart and say this.

      BBB's as gone to painstaking lengths and time consuming work to lay it out for Pi's free of charge. Pitts as posted for a long time on key points and has as good as knowledge of Gulf Keystone as anyone can having been invested many many years.
      GRH1 as put up images , laid posts such as Shock and Awe. the Prize.
      Dalesmann continues to bring to the table is indepth research and figures weekly.
      Scara lays eveything out and backs it up with thorough research.
      Zengas as shown every major take over and how its derived at .

      Read leesllibob post of last night- here we have someone on the ground- who knows.

      Anyone doubting BBB's figures must want sending to the funny farm. BBB's work as many top oil execs purring in awe of his superior knowledge and they only wish they had such experience on their side.

      Now you can trust these posters who always bring the goddies to the table and say simply this. No No No we want fair value, as we have been here since the start and the Johhny come lately's can not be allowed to see us short in search of a quick buck, the KRG risk damaging their Oil economy if they short change and shaft Pi's who are invested in Gulf Keystone Petroleum just to get thier preferred company taking over Shaikan

      I think the above is compelling evidence to hold out for a minimum £17.00 per share.

      Their are Majors with big wallets who want a shot, and the Chinese, its just a matter of telling the KRG you can move the goal posts around to suit who you want. I say TK get the news out on Shaikan 4 and other news, sod the consequences as their is nothing to lose

      CJ

      quelle
      http://www.iii.co.uk/investment/detail/?showthreads=0&thresh…
      Avatar
      schrieb am 21.02.12 23:13:39
      Beitrag Nr. 541 ()
      sagt mal, hier können einige sich gar nicht beherschen...oder etwa gier frißt hirn

      hebelprodukte.... habt ihr denn gar nichts begriffen was die weltwährungskriese auf sich hat....
      einer der aspekte ist dabei das kreiren vom bedruckten papier,aus dem nichts wohlgemerkt,
      was von vielen als geld betrachtet wird :laugh: einschließlich der so genannten DERIVATE;
      genau das zeug,worauf hier einige scheinbar apetit haben :(...

      will wirklich nicht als lehrmeister auftreten,den
      jeder ist selber seines glückes schmied, dennoch
      kann euch wirklich von diesen teufelszeug abraten
      (...wie wahrscheinlich ist es daß uns die währungen $€
      um die ohren fliegen....imo recht wahrscheinlich
      dreimal dürft ihr raten was dann mit den DERIVATEN geschieht...)
      Avatar
      schrieb am 21.02.12 23:53:34
      Beitrag Nr. 542 ()
      Wer kennt die Aktuelle Aktionärsstrucktur,mehr als 50% befindet sich ja in festen Händen,hab mal zusammen addiert ca 411 mill stand 1.oktober.
      Frage fast jeden Tag werden mehr Aktien gekauft als verkauft,kurz oder lang irgendwann werden die Aktien Knapp oder seh ich das falsch?
      Gokana Trust gehört wohl Herrn kozel hat damit also mehr als 40 mill Aktien und 17 mill hat seine ex gekriegt,wenn ne Übernahme stattfindet dann muß aufjedenfall ein großer Aufschlag stattfinden, um die festen Aktionär dazu zu bewegen das Sie ihre Aktien andienen.und Herr Kozel könnte als Millardär aus der Sache raus gehn.
      Oder weiß jemand noch wer hinter den anderen Aktionären steckt vielleicht hockt da schon ein großer Fisch namens Exon an Bord.
      Avatar
      schrieb am 22.02.12 00:27:34
      Beitrag Nr. 543 ()
      Hab es gefunden in den Top 8 gab es nur eine veränderung Baillie Gifford haben jetzt 42,9 mill aktien 14,4 mill mehr als am 1 oktober,
      ich bleib dabei die Aktien könnten über kurz oder lang knapp werden,es wird gekauft fällt kaum auf, auch heute war die differenz bei 1,6 mill die mehr gekauft worden als verkauft.Wenn diese Entwicklung so bleibt werden immer mehr Aktien gekauft was das Angebot verknappen läst, das heißt das früher oder später der kurs explodiert was er ja schon ist.
      Avatar
      schrieb am 22.02.12 09:14:47
      Beitrag Nr. 544 ()
      Avatar
      schrieb am 22.02.12 09:19:54
      Beitrag Nr. 545 ()
      Morgen @all, heute sieht es mal nach einer Konso aus.
      Obwohl sich ja das Blatt auch schnell wieder wenden kann......
      1 Antwort
      Avatar
      schrieb am 22.02.12 09:45:09
      Beitrag Nr. 546 ()
      Antwort auf Beitrag Nr.: 42.786.807 von Earthfire am 22.02.12 09:19:54hast die rns gelesen... die wollen die mehrheit. da wird alles massive aufgestockt um bei einem (niedrigen)übernahmepreis zuzustimmen...diese schweine. :mad: tk meinte letze woch noch, keine einzige share zu verkaufen....
      Avatar
      schrieb am 22.02.12 10:03:49
      Beitrag Nr. 547 ()
      Das Blatt wird sich heute noch drehen
      1 Antwort
      Avatar
      schrieb am 22.02.12 10:11:41
      Beitrag Nr. 548 ()
      Antwort auf Beitrag Nr.: 42.787.109 von fantastibasti am 22.02.12 10:03:49glaube nicht......die werden jetzt alles versuchen, den wert auf dieses level zu halten........damit sie bei einem takeover nicht gleich mit 17bp starten müssen:rolleyes: dieses system ist einfach kaputt. da wird mit allen miesen tricks gearbeitet. die sollen einfach fair value zahlen.
      Avatar
      schrieb am 22.02.12 10:16:04
      Beitrag Nr. 549 ()
      So lang Kozel Ex nicht verkauft ist alles im Lot,die weiß bestimmt mehr sonst hätte sie schon längst verkauft,da bin ich mir ziehmlich sicher
      1 Antwort
      Avatar
      schrieb am 22.02.12 10:26:48
      Beitrag Nr. 550 ()
      Antwort auf Beitrag Nr.: 42.787.191 von fantastibasti am 22.02.12 10:16:04das hat doch nichts mehr mit kozel zu tun!!!!! die majors versuchen durch die hintertür zu einem guten abschluß zu kommen....(mehrheit stimmrecht):rolleyes:

      deshalb meinte kozel keine einzige aktie zu verkaufen
      Avatar
      schrieb am 22.02.12 10:27:46
      Beitrag Nr. 551 ()
      Wow, was für Rutsch !
      Da flogen bestimmt einige Stops....
      Meiner wäre auch fast gerissen worden
      Falls GKP heute noch weiter fällt schmeisse ich erstmal,lasse mir doch nicht hier noch meinen ganzen Buchgewinn klauen.....
      Avatar
      schrieb am 22.02.12 10:30:16
      Beitrag Nr. 552 ()
      Zitat von ikarusfly: das hat doch nichts mehr mit kozel zu tun!!!!! die majors versuchen durch die hintertür zu einem guten abschluß zu kommen....(mehrheit stimmrecht):rolleyes:

      deshalb meinte kozel keine einzige aktie zu verkaufen


      meinst du das die jetzt durch ihre Trades auch noch die kleinen rausdrucken bzw. verunsichern wollen ?
      1 Antwort
      Avatar
      schrieb am 22.02.12 10:32:34
      Beitrag Nr. 553 ()
      Zitat von ikarusfly: das hat doch nichts mehr mit kozel zu tun!!!!! die majors versuchen durch die hintertür zu einem guten abschluß zu kommen....(mehrheit stimmrecht):rolleyes:

      deshalb meinte kozel keine einzige aktie zu verkaufen


      wäre nicht das erste mal, zumal dies Legal ist.
      Avatar
      schrieb am 22.02.12 10:43:46
      Beitrag Nr. 554 ()
      deswegen kommen nur die harten in den Garten
      Avatar
      schrieb am 22.02.12 10:46:51
      Beitrag Nr. 555 ()
      dgo an bvln dran
      cov heute mit übernahmeangebot von shell
      wir kommen auch irgendwann ran
      was wir heute sehen
      ist eine mischung aus gewinnmitnahmen
      100% in 2012
      und aim spiele
      immer gut in erinnerung die gerüchte um rkh
      waren gut für -50% in paar minuten
      dran war gar nichts
      das ist aim
      börse = mafia
      das sollten wir nicht vergessen
      unter den kleinanlegern machen die gutes geld
      die wissen und vorallem geduld haben
      Avatar
      schrieb am 22.02.12 10:47:54
      Beitrag Nr. 556 ()
      Antwort auf Beitrag Nr.: 42.787.278 von Earthfire am 22.02.12 10:30:16natürlich.....;)

      wiso sollte kurz vor bb update der kurs um über 13% runtergeprügelt werden.....wenn er die letzten 6-8 wochen davor meisten um -2%-4% konsoldiert hat. habe zwar nicht vorgehabt nochmals aufzustocken, aber übertreibungen sollte man immer nutzen.....vorallem bei diesem wert;) gerade nochmals welche zu 383 eingebucht bekommen:D:D
      Avatar
      schrieb am 22.02.12 10:56:42
      Beitrag Nr. 557 ()
      Zitat von ikarusfly: natürlich.....;)

      wiso sollte kurz vor bb update der kurs um über 13% runtergeprügelt werden.....wenn er die letzten 6-8 wochen davor meisten um -2%-4% konsoldiert hat. habe zwar nicht vorgehabt nochmals aufzustocken, aber übertreibungen sollte man immer nutzen.....vorallem bei diesem wert;) gerade nochmals welche zu 383 eingebucht bekommen:D:D


      Ja, habe auch nochmal nachgelegt.........man bekommt sie sogar zum Geldkurs ! :laugh:
      Avatar
      schrieb am 22.02.12 10:57:06
      Beitrag Nr. 558 ()
      Nicht nervös machen lassen. Bei 380 haben wir eine Unterstützung und die hat gehalten. Bis auf 280 wird es nicht runtergehen.

      Habe eben auch nochmal nachgekauft für 4,60 Euro. Jetzt hab ich aber wirklich genug. Will kein Klumpenrisiko im Depot.
      Avatar
      schrieb am 22.02.12 10:58:42
      Beitrag Nr. 559 ()
      sehr gut nachgekauft,aber ich find das relativ normal den kursrückgang,hab schon ziemlich viel erlebt ,der kurs ist ja in kurzer zeit stark gestiegen,und jetzt sind wir an einer schwelle wo man verunsichert ist wenn so ein tag wie heute ist,heut ist ein total verrückter tag ,auch viel übertreibung im kurs,mal sehn wie es weitergeht und wo wir am Abend stehn
      Avatar
      schrieb am 22.02.12 11:00:56
      Beitrag Nr. 560 ()
      am besten eine schlaftablette einwerfen und am WE mal schaun wo wir stehn
      Avatar
      schrieb am 22.02.12 11:54:58
      Beitrag Nr. 561 ()
      380 knapp unterschritten und danach ging's wieder rauf. Gleich schon wieder über 390. Denke, wir pendeln heute um die 400 herum.
      Avatar
      schrieb am 22.02.12 12:40:43
      Beitrag Nr. 562 ()
      wir sind zur Zeit gleich auf mit käufen und verkäufen,die käufer haben wieder zugenommen und die kursschwäche genutzt um zu kaufen ???
      Das ist ein kleines positives Signal,hat noch nicht viel zu sagen aber man ist nicht bereit mehr als 390 pence zu zahlen in moment
      Avatar
      schrieb am 22.02.12 13:15:04
      Beitrag Nr. 563 ()
      Zitat von ikarusflydas
      hat doch nichts mehr mit kozel zu tun!!!!! die majors versuchen durch die hintertür zu einem guten abschluß zu kommen....(mehrheit stimmrecht)

      deshalb meinte kozel keine einzige aktie zu verkaufen


      Genau das hatte ich bereits vor Wochen hier geschrieben.
      Warum sollten die sich nicht aufm Markt bedienen, wo´s die Papiere noch wesentlich günstiger gibt, als bei einer Übernahme vielleicht 10 oder 12 Pfund zu bezahlen ?
      Blöd sind die ja nicht.
      Und dann, so vermute ich, wirds eine Kombination aus Barabfindung und Aktien der übernehmenden Company geben.
      Avatar
      schrieb am 22.02.12 13:26:44
      Beitrag Nr. 564 ()
      So schlau waren Sie ja nun auch nicht,dann hätten Sie ja auch schon weit unter 100 pence sich mit Aktien eindecken können
      1 Antwort
      Avatar
      schrieb am 22.02.12 13:53:09
      Beitrag Nr. 565 ()
      Antwort auf Beitrag Nr.: 42.788.368 von fantastibasti am 22.02.12 13:26:44Jooooooo, Schlaumaier.
      Wahrscheinlich hätten die schon vor 1 oder 2 Jahren den heutigen Explorer-Stand wissen müssen. Ist doch klar.
      Ich hoffe, dass du dich bei 100 pence eingedeckt hast.
      Avatar
      schrieb am 22.02.12 14:06:33
      Beitrag Nr. 566 ()
      so das war es erstmal für mich !
      bin eben raus und habe den Gewinn erst mal realisiert .

      warum ? reines Bauchgefühl
      Ich habe leider zuviel schlechte Erfahrung mit : Zuschauen wie der schöne Gewinn wegschmilzt.

      alleine heute Vormittag habe ich 2 Wochen Malediven vom Gewinn verloren...das reicht !

      Wenn GKP wieder stabil Grün ist, bin ich wieder dabei.
      Falls es zu einer Übernahme kommt und ich bin draussen...SHIT HAPPENS..:laugh:
      Avatar
      schrieb am 22.02.12 14:43:58
      Beitrag Nr. 567 ()
      Ist unglaublich wie die Aktien gehandelt werden,da wird verkauft und gekauft ,hammer wenn man sich das mal anschaut an der LSE,den Kurs kann ich zwar net so nachvollziehen,aber die verkäufer bestimmen denn Preis und die Richtung,und die Käufer freuen sich und wollen um kein Preis mehr bezahlen,
      kurs deutlich im minus aber mittwoch war nie ein guter Tag for GKP,Montag Donnerstag und Freitag sind sehr oft GKP Tage,da wird sich positioniert für das Wochenende
      ich selber halte an meinen 14 Euro fest.
      1 Antwort
      Avatar
      schrieb am 22.02.12 14:58:11
      Beitrag Nr. 568 ()
      Avatar
      schrieb am 22.02.12 15:05:51
      Beitrag Nr. 569 ()
      Antwort auf Beitrag Nr.: 42.788.784 von fantastibasti am 22.02.12 14:43:58kurs deutlich im minus aber mittwoch war nie ein guter Tag for GKP,Montag Donnerstag und Freitag sind sehr oft GKP Tage,da wird sich positioniert für das Wochenende

      Du glaubst also, es läge an den Tagen...?!
      Ok, daher kommt wahrscheinlich der Begriff Daytrader.
      Lassen wir uns überraschen, wie´s weiter geht.
      Grad wollt ich schreiben, dass ich glaube, es hätte sich ausgekotzt, schon zeigt Stuttgart keinen Briefkurs mehr an.
      Dann doch wieder und gleich 10 Cent höher.
      Brief grad schon wieder bei 4,515.
      Vielleicht wars das jetzt doch mit dem Aufsaugen.
      Vielleicht ist aber auch das ganze Öl auf einmal wech.
      Wär schad drum.
      Avatar
      schrieb am 22.02.12 15:12:43
      Beitrag Nr. 570 ()
      ...dann warten wir noch mal ab, ob die Amis noch scharf sind auf Öl in Kurdistan.
      Ich weiß aber definitiv, dass Kara Ben Nemsi und Hadschi Halef Omar
      ihre Aktien auch noch haben.
      Deren KK ist mir allerdings nicht bekannt.
      Sorry.
      Aber solange die halten, halt ich auch.
      Avatar
      schrieb am 22.02.12 15:21:17
      Beitrag Nr. 571 ()
      grins,ich kann trotzdem heut noch lachen obwohl wenn ich den kurs seh dann wird es einen schlecht,aber Kostolany meinte ja immer Tablete nehmen und 10 Jahre schlafen,die Amis bewegen eigentlich nicht viel die 1 mill Aktien die da gehandelt werden,da wird es auch um die 12 prozent runter gehn aber wichtiger sind die Kurse so um 16.30-17.15 unsrer zeit da werden nochmal mill beträge gestemmt,frage ist nur in welch richtung
      Avatar
      schrieb am 22.02.12 15:45:43
      Beitrag Nr. 572 ()
      nun die zittrigen werden nun rausgehauen...das ist gut
      die hier schon länger dabei sind kennen es
      oder hat da einer taatsächlich geglaubt
      mal auf die schnelle einsteigen und dann startet die
      rakete gleich in die stratosphere...
      Avatar
      schrieb am 22.02.12 16:16:33
      Beitrag Nr. 573 ()
      Zitat von runn64: nun die zittrigen werden nun rausgehauen...das ist gut
      die hier schon länger dabei sind kennen es
      oder hat da einer taatsächlich geglaubt
      mal auf die schnelle einsteigen und dann startet die
      rakete gleich in die stratosphere...


      den Spruch kann ich echt nicht mehr hören...:laugh::laugh:

      Die Zittrigen sind die mit dem Gewinn auf dem Konto !:D
      Was macht dich so sicher das es morgen nicht weitergeht mit dem Down...?

      Es gibt keine Sicherheit bei Börsengeschäften...sollte dir bekannt sein..oder ?
      1 Antwort
      Avatar
      schrieb am 22.02.12 16:29:45
      Beitrag Nr. 574 ()
      Antwort auf Beitrag Nr.: 42.789.474 von Earthfire am 22.02.12 16:16:33Earthfire, da bin ich voll bei dir.
      An Gewinnen ist noch niemand gestorben.
      Und wenn man an einem Vormittag 2 Malediven-Urlaube verliert, dann zieht man völlig zurecht die Notbremse.
      Einsteigen kann man immer wieder, wenn´s wieder nach oben geht.
      Und ich glaube auch, dass wir den T/O nicht schon in den nächsten 8 Tagen sehen werden.
      Obwohl, wissen tut man´s nie.
      Ich denke schon, dass Parnelle Weinbergs und Partner nicht ohne Grund beauftragt wurden.
      Es sollen wohl auch erst die nächsten Ergebnisse abgewartet werden.
      Dass die Übernahme kommen wird, ist denk ich ziemlich sicher.
      Halt wann.
      Im Übrigen, bist schon wieder eingestiegen ?
      Es scheint ja wieder hoch zu gehen oder sich zumindest beruhigt zu haben.
      Weiterhin Allen Good Luck.
      Avatar
      schrieb am 22.02.12 16:40:39
      Beitrag Nr. 575 ()
      find ich auch man muß auch mutig sein auszusteigen,aber es juckt jetzt bestimmt wieder um einzusteigen,
      wenn die blöde abgeltungssteuer nicht wer,um auf die gleiche Anzahl von Aktien zu kommen muß der kurs ja nochmal deutlich fallen,das das so kommt seh ich nicht
      Avatar
      schrieb am 22.02.12 17:09:22
      Beitrag Nr. 576 ()
      Zitat von Earthfire:
      Zitat von runn64: nun die zittrigen werden nun rausgehauen...das ist gut
      die hier schon länger dabei sind kennen es
      oder hat da einer taatsächlich geglaubt
      mal auf die schnelle einsteigen und dann startet die
      rakete gleich in die stratosphere...


      den Spruch kann ich echt nicht mehr hören...:laugh::laugh:

      Die Zittrigen sind die mit dem Gewinn auf dem Konto !:D
      Was macht dich so sicher das es morgen nicht weitergeht mit dem Down...?

      Es gibt keine Sicherheit bei Börsengeschäften...sollte dir bekannt sein..oder ?


      nichts macht mich sicher aber auch gar nichts doch in "long run"
      ist die taktick wenig erfolgversprechend
      vom unseren finanzminister erfunden"das hin u. her...."

      its your choise...

      zum den von mir hier erwähnten währungskrasch
      gibt es keine komments....interessant... ist es blindheit
      oder pure ignoranz
      Avatar
      schrieb am 22.02.12 18:51:36
      Beitrag Nr. 577 ()
      was sind deine ansichten und vorallem maßnahmen in hinblick auf einen möglichen währungscrash?

      zu GKP: schön war das heute nicht ;)
      6 Antworten
      Avatar
      schrieb am 22.02.12 19:35:46
      Beitrag Nr. 578 ()
      Antwort auf Beitrag Nr.: 42.790.836 von Diego22 am 22.02.12 18:51:36schau mal hier auf seite 55 beitrag 541

      zu den maßnahmen : edelmetalle nur physisch und rohstoffaktien
      (einschließlich explorer)
      was gkp betrifft war heute nicht der beste tag ...:look:
      aaaaber der letzte trade in london im wert über 1mill pound zu 4,15
      lasst mich hoffen auf merkliche künftige besserung ;)
      5 Antworten
      Avatar
      schrieb am 22.02.12 19:49:22
      Beitrag Nr. 579 ()
      Antwort auf Beitrag Nr.: 42.791.193 von runn64 am 22.02.12 19:35:46by the way
      falls die thematik hier auf interesse stösst
      kann das goldforum hier empfehlem eröffnet von macrocosmonaut
      (vor allem seine beiträge!)
      Avatar
      schrieb am 22.02.12 19:50:32
      Beitrag Nr. 580 ()
      Zitat von runn64: was gkp betrifft war heute nicht der beste tag ...:look:
      aaaaber der letzte trade in london im wert über 1mill pound zu 4,15
      lasst mich hoffen auf merkliche künftige besserung ;)


      Hört sich gut an :)

      Wem die Lage zu unsicher ist, der muss doch nicht gleich alles verkaufen. Man kann ja halb raus und halb drin bleiben.

      Sonst ärgert man sich, dass man draußen zusehen muss, wie man beim Wiederanziehen des Kurses den Verdienst für eine Weltreise verpasst. Schade Schade :D;)
      Avatar
      schrieb am 22.02.12 20:11:28
      Beitrag Nr. 581 ()
      hätte auch noch schlimmer kommen können,
      aber das mit den letzten kursen versteh ich nicht ganz,
      wenn man auch die Volumen die da in der letzten 45 min gehandelt worden sind anschaut heißt das ,das
      die großen sich zum Schluss Fett eingedeckt haben egal zu welchen kurs,da hat man ja noch ein Aufschlag bezahlt,und
      die kleinen Aktionäre haben heute panik artig verkauft.
      Aber sobald nur irgendein gerücht wieder auflammt stürzt sich wieder jeder drauf und der kurs exlodiert weil ja nur ein paar Leute verkaufen werden,aber morgen wird der kurs trotzdem so um die 366-370 pence starten
      1 Antwort
      Avatar
      schrieb am 22.02.12 20:23:21
      Beitrag Nr. 582 ()
      Antwort auf Beitrag Nr.: 42.791.458 von fantastibasti am 22.02.12 20:11:28Ja, der letzte große Kauf zu 415 verwundert tatsächlich. Warum hat sich derjenige nicht im Tagesverlauf wesentlich günstiger eingedeckt? Vielleicht zu lange Karneval gefeiert? :laugh:
      Avatar
      schrieb am 22.02.12 20:34:06
      Beitrag Nr. 583 ()
      Antwort auf Beitrag Nr.: 42.791.193 von runn64 am 22.02.12 19:35:46aaaaber der letzte trade in london im wert über 1mill pound zu 4,15

      Kannst das bitte mal kopieren und reinstellen. Ich seh den Kauf nicht zu 4,15.
      Ich denke doch mal, dass an der LSE nicht jemand zu 4,15 Euronen gekauft hat. :D
      3 Antworten
      Avatar
      schrieb am 22.02.12 20:35:54
      Beitrag Nr. 584 ()
      sorry, habs gesehn.
      Sind anscheinend noch die Faschingsnachwehen.
      Avatar
      schrieb am 22.02.12 20:38:29
      Beitrag Nr. 585 ()
      ich würde das Ganze mal eine Bärenfalle nennen.
      Im Ernst.
      Avatar
      schrieb am 22.02.12 20:44:53
      Beitrag Nr. 586 ()
      Antwort auf Beitrag Nr.: 42.791.629 von moneyscheffler am 22.02.12 20:34:06Uhrzeit: 17:12.51
      Volume: 313,450
      Trade Value : 1,300,817 Pound :p


      gerade von der londonstockexchange kopiert
      2 Antworten
      Avatar
      schrieb am 22.02.12 20:55:15
      Beitrag Nr. 587 ()
      Zitat von runn64: Uhrzeit: 17:12.51
      Volume: 313,450
      Trade Value : 1,300,817 Pound :p


      gerade von der londonstockexchange kopiert


      das hatten wir des öfteren zum börsenschluß;
      über solche spielchen können wir nur mutmaßen
      das apetit ist nicht zu übersehen; deshalb

      handele ich getroßt dem motto
      lieber ein jahr zu früh,als ein tag zu späät
      Avatar
      schrieb am 22.02.12 21:00:25
      Beitrag Nr. 588 ()
      Antwort auf Beitrag Nr.: 42.791.707 von runn64 am 22.02.12 20:44:53über solche spielchen können wir nur muutmaßen
      apetit scheint unübersehbar zu sein da handele ich

      getroßt dem motto

      leber ein jahr zu früh als ein tag zu späät

      by the way der ölpreis bei über 122$
      1 Antwort
      Avatar
      schrieb am 22.02.12 21:03:28
      Beitrag Nr. 589 ()
      glaub ich nicht ich vergleich schon seit gestern die Top Shareholder,bin da wohl auf veränderungen gestoßen
      ein paar haben gekauft ein paar verkauft die Top 10 halten jetzt 51,22%
      gestern wo ich mal geschaut haben(war allerdings ne andere Seite)da waren es 45,70%,weiß allerdings net so genau wie vertrauenserwecken die Seiten sind.
      gestern war es so,
      1M&G Investments 60,897,153 7.13%
      2Capital Research & Management Co 52,977,913 6.20%
      3TD Waterhouse 44,301,848 5.19%
      4Baillie Gifford 42,954,255 5,02
      5Barclays Personal Investment Management 42,416,441 4.97%
      6Halifax Share Dealing 39,297,204 4.60%
      7Gokana Trust 29,695,515 3.48%
      8Kuok Companies 27,227,017 3.19%
      9Selftrade 25,550,778 2.99%
      10Hargreaves Lansdown Asset Management 24,993,138 2.93%
      11 Henderson Global Investors 17,605,383 2.06%
      12JP Morgan Asset Management 17,503,319 2.05%

      heute aber (ohne gewähr)
      Prudential PLC (dup) 60,897,153 7.13
      M&G Investment Funds 3 (dup) 60,140,000 7.04
      TD Waterhouse 50,810,288 5.95
      M&G Investments (dup) 47,757,153 5.59
      Baillie Gifford & Co 42,954,255 5.02
      Barclays Personal INv Mgt 41,948,918 4.92
      Capital Research & Mgmt Co 39,362,382 4.61
      Halifax Share Dealing Services 36,642,748 4.29
      Gokana Trust 29,733,365 3.48
      Natalon Company Ltd, Shield Group Ltd,Joyce M Kuok Foundatin 27,227,017 3.19
      bin ein bischen verwirt und weiß nicht so was ich davon halten soll
      Avatar
      schrieb am 22.02.12 21:05:10
      Beitrag Nr. 590 ()
      Antwort auf Beitrag Nr.: 42.791.783 von runn64 am 22.02.12 21:00:25sorry mein pc spinnt
      Avatar
      schrieb am 22.02.12 21:17:40
      Beitrag Nr. 591 ()
      weise jemand was die Korrektur ausgelöst hat?
      normale Korrektur oder irgendwelche news?
      1 Antwort
      Avatar
      schrieb am 22.02.12 21:40:10
      Beitrag Nr. 592 ()
      Antwort auf Beitrag Nr.: 42.791.902 von Jimmbo am 22.02.12 21:17:40Wir wissen nur das, was hier im Tagesverlauf gepostet wurde.
      Avatar
      schrieb am 23.02.12 07:44:35
      Beitrag Nr. 593 ()
      ab 14 uhr ins minus gerutscht! hälfte verkauft. hoffen wir auf nen grünen tag!
      Avatar
      schrieb am 23.02.12 09:00:59
      Beitrag Nr. 594 ()
      die ersten Kurse schaun doch schon wieder besser aus.
      Avatar
      schrieb am 23.02.12 09:03:34
      Beitrag Nr. 595 ()
      Kackt aber schon wieder ab.
      Bin mal auf heute Nachmittag 14.30 Uhr gespannt.
      Avatar
      schrieb am 23.02.12 09:40:32
      Beitrag Nr. 596 ()
      23-02-2012
      Genel Energy Capital Markets Presentation Genel Energy Capital Markets Präsentation

      Das Ganze soll heute um 14.30 (also 15.30 Uhr unserer Zeit) über die Bühne gehn.
      Falls das hier überhaupt jemanden interessieren sollte.
      Vielleicht hat das ja mit den Kursverlusten heute und morgen zu tun.
      Ich schrieb gestern Abend noch von einer Bärenfalle.
      Im Moment schauts wirklich danach aus.
      Avatar
      schrieb am 23.02.12 09:50:17
      Beitrag Nr. 597 ()
      echt zum kot..... das ganze
      auch wenn ich schon lange an der boerse bin
      da kauft man bei 3,50
      das ding faellt unter drei
      ich bleib dabei
      dann gehts ueber fuenf
      ich bleib mal dabei, weil ich auf kurse um zehn hoffe
      was passiert- der schrott kackt ab
      haette ich bei fuenf verkauft oder ein sl gesetzt, waere ich ausgestoppt worden und die meldung exxon uebernimmt waere gekommen
      bei meinem glueck zu 20 euro
      so muss ich mal wieder mich aergern und warten.....
      1 Antwort
      Avatar
      schrieb am 23.02.12 09:54:41
      Beitrag Nr. 598 ()
      Antwort auf Beitrag Nr.: 42.794.010 von gnuldi am 23.02.12 09:50:17Du weißt doch selbst, dass hätte, wäre, wenn und aber an der Börse nichts verloren haben.
      "Mit den Prognosen ist es so eine Sache, vor allem, wenn sie die Zukunft betreffen" (Mark Twain).
      Also ich für meinen Teil bleibe ruhig, weil ich denke, dass das Ganze jetzt pure Taktik ist, um den Kurs vor der Übernahme nach unten zu drücken.
      Warten wir mal ab, was Genel heute Nachmittag so von sich geben wird.
      Avatar
      schrieb am 23.02.12 10:18:15
      Beitrag Nr. 599 ()
      Morgen also wie schon gestern nutzen die Major und Stocken auf
      Capital Research & Mgmt Co hatte gestern noch 39,3 mill Aktien und heute 40,871,564 aktien bis jetzt ich halt das im Blick ,solang die munter aufstocken wird es in den nächsten Tagen soweit sein (übernahme),auch wenn der Kurs jetzt sagt raus ,Spricht das dagegen und ich bleib an Bord
      1 Antwort
      Avatar
      schrieb am 23.02.12 10:20:08
      Beitrag Nr. 600 ()
      Antwort auf Beitrag Nr.: 42.794.239 von fantastibasti am 23.02.12 10:18:15@fanta
      wo schaust Du sowas quasi live?
      LG MBent
      Avatar
      schrieb am 23.02.12 10:22:56
      Beitrag Nr. 601 ()
      muß kurz weg
      Avatar
      schrieb am 23.02.12 10:39:57
      Beitrag Nr. 602 ()
      Morgen Jungs, bin wieder dabei.........Verkäufer haben scheinbar fertig ! :)
      1 Antwort
      Avatar
      schrieb am 23.02.12 10:50:51
      Beitrag Nr. 603 ()
      hast du gewinn gemacht bei der aktion?
      Avatar
      schrieb am 23.02.12 10:56:55
      Beitrag Nr. 604 ()
      Zitat von Diego22: hast du gewinn gemacht bei der aktion?


      Ja, habe ich .
      Bin aber erst mal heute nur mit der hälfte meiner bisherigen Posi rein...reicht auch. :laugh:
      Jetzt muss sie natürlich von hieraus erst mal wieder weiter im Grünen laufen.

      Sieht aber stark danach aus, das wir jetzt erst mal wieder richtung 400pc unterwegs wären.
      Avatar
      schrieb am 23.02.12 11:03:50
      Beitrag Nr. 605 ()
      Zitat von Earthfire:
      Zitat von Diego22: hast du gewinn gemacht bei der aktion?


      Ja, habe ich .
      Bin aber erst mal heute nur mit der hälfte meiner bisherigen Posi rein...reicht auch. :laugh:
      Jetzt muss sie natürlich von hieraus erst mal wieder weiter im Grünen laufen.

      Sieht aber stark danach aus, das wir jetzt erst mal wieder richtung 400pc unterwegs wären.
      Avatar
      schrieb am 23.02.12 11:04:40
      Beitrag Nr. 606 ()
      Zitat von Earthfire:
      Zitat von Diego22: hast du gewinn gemacht bei der aktion?


      Ja, habe ich .
      Bin aber erst mal heute nur mit der hälfte meiner bisherigen Posi rein...reicht auch. :laugh:
      Jetzt muss sie natürlich von hieraus erst mal wieder weiter im Grünen laufen.

      Sieht aber stark danach aus, das wir jetzt erst mal wieder richtung 400pc unterwegs wären.


      hast eh recht - ich hab leider kein hänchen für sowas ....
      Avatar
      schrieb am 23.02.12 11:12:00
      Beitrag Nr. 607 ()
      Zitat von Diego22:
      Zitat von Earthfire: ...

      Ja, habe ich .
      Bin aber erst mal heute nur mit der hälfte meiner bisherigen Posi rein...reicht auch. :laugh:
      Jetzt muss sie natürlich von hieraus erst mal wieder weiter im Grünen laufen.

      Sieht aber stark danach aus, das wir jetzt erst mal wieder richtung 400pc unterwegs wären.


      hast eh recht - ich hab leider kein hänchen für sowas ....


      Man muss halt immer abwägen....Risiko od. Gewinn mitnehmen bei fallendem Kurs ....wo er dreht kann dir keiner sagen !
      Es gibt natürlich eine Bodenbildung...aber ob die dann hält ?

      Da ich doch schon ein wenig erfahrender Trader bin, verlasse ich mich auch oft auf meinen Bauch..

      Aber mit dem fallender Kurs raus, und dann bei einer Trendwende ( mit Volumen !! ) kann man wieder einsteigen...aber eine Garantie das dies auch klappt , gibt es nicht ! :laugh:
      Avatar
      schrieb am 23.02.12 11:16:25
      Beitrag Nr. 608 ()
      aus heutiger Sicht, würde ich schon sagen, das da an der LSE evtl gestern und heute Kleinanleger vertrieben worden sind....dann sind die Brocken rein, und jetzt dürfen die kleinen wieder den kurs hochkaufen ! :):look:
      Avatar
      schrieb am 23.02.12 11:20:49
      Beitrag Nr. 609 ()
      Antwort auf Beitrag Nr.: 42.794.377 von Earthfire am 23.02.12 10:39:57Morgen Jungs, bin wieder dabei.........Verkäufer haben scheinbar fertig !

      Na klasse, dann wird´s ja gleich wieder nach unten gehn!:laugh:
      Avatar
      schrieb am 23.02.12 11:23:12
      Beitrag Nr. 610 ()
      Zitat von moneyscheffler: Morgen Jungs, bin wieder dabei.........Verkäufer haben scheinbar fertig !

      Na klasse, dann wird´s ja gleich wieder nach unten gehn!:laugh:


      Falsch, ganz im Gegenteil !!!! :laugh::laugh:
      Avatar
      schrieb am 23.02.12 11:29:18
      Beitrag Nr. 611 ()
      auf zu 400pc..:D
      Avatar
      schrieb am 23.02.12 11:37:29
      Beitrag Nr. 612 ()
      ja, los jetzt
      Avatar
      schrieb am 23.02.12 11:40:28
      Beitrag Nr. 613 ()
      Hab mir die Top 10 bei den Major kopiert und vergleiche wo es änderungen gab,und da gab es nur eine veränderung das Sie aufgestockt haben,die halten weit mehr als 50% der Anteile
      Wenn die so agressive rein sind in die werte kann das nur eines bedeuten das die übernahme kurz bevor steht
      1 Antwort
      Avatar
      schrieb am 23.02.12 11:45:57
      Beitrag Nr. 614 ()
      Antwort auf Beitrag Nr.: 42.794.872 von fantastibasti am 23.02.12 11:40:28@fanta
      nach meinen unterlagen hat CRM seit Oktober eher abgebaut - hatten mal fast 53 Mio.
      daher nochmal die frage - ganz Du irgendwo taggenau schauen?
      Gruss MBent
      Avatar
      schrieb am 23.02.12 12:08:23
      Beitrag Nr. 615 ()
      Ja das ist richtig aber andere haben zugekauft,wenn die liste stimmt,wenn dann wird Sie von Tag zu Tag geändert,leider nicht live das wäre ja toll ,ich kann da leider noch nicht viel dazu sagen,das sind ja zum größten Teil so invest buden,wenn da nicht einer für exon Aktien einsammelt,für beide Seiten wäre das ja ein guter Deal..
      Aber das sind nur vermutungen und wir sind seriouse Anleger die ihr Geld in sichere Anlageformen investieren grins
      Avatar
      schrieb am 23.02.12 15:26:51
      Beitrag Nr. 616 ()
      Avatar
      schrieb am 23.02.12 17:38:01
      Beitrag Nr. 617 ()
      ....wir sind seriouse Anleger ....


      so nennt es sich also(so so da lernt man was dazu :laugh:,mal sehen wenn es wieder mal ruckelt
      damit die trader ihren seriositüätsstempel(od. vielmehr
      den hasenfußstempel :laugh: ) verpasst bekommen wenn
      die wider schmeisen...

      hier sind recht wenige lange dabei und die mussten
      geduld mit viele auf und ab erleben :p
      Avatar
      schrieb am 24.02.12 09:57:43
      Beitrag Nr. 618 ()
      morgen....was war den die tage los. :confused:
      Avatar
      schrieb am 24.02.12 10:07:58
      Beitrag Nr. 619 ()
      Zitat von ikarusfly: morgen....was war den die tage los. :confused:


      Morgen Ikarus, nix war los....nur der Kurs ist ein wenig zurückgekommen.

      Mal ganz ehrlich, jeder der sich ein weinig auskennt, weiß doch :

      1. Das eine Konsolodierung des Kurses gesund und normal ist

      2.Das bei einer Konso, einige ihre Gewinne erstmal realisieren ( Habe ich auch gemacht), weil keiner sagen kann wie tief der Kurs zurück kommt.

      Ich bin aber wieder seit gestern drin........spätestens in der nächsten Woche wird die 400pc Marke wieder Geschichte sein. :):lick:
      Avatar
      schrieb am 24.02.12 16:11:39
      Beitrag Nr. 620 ()
      cj


      As Exxon’s Tillerson with the aid of the KRG's Astispurmanti struggle to wrestle shares of personal investors. I pose this question who would you prefer to be in negotiations for Shaikan and Gulf Keystone.

      Have the dirty games being played by Astispurmanti and the KRG have led to Exxon having the lead in acquiring Shaikan and Gulf Keystone?

      Astispurmanti the prince of darkness and darling of the KRG ruling families have laid siege to the disputed territories in Iraq/ Kurdistan, by implicitly advising Exxon they can have Shaikan and Gulf Keystone if they take the disputed territories.
      Did Exxon's Tillerson who is part of the Texas oil Mafia’s make frantic calls to the Whitehouse? Did he ask the administration not to approve any other American Oil Major permission to broker a deal for Shaikan and Gulf Keystone? Did his request fall on death ears?

      Sinopec have always been keen to acquire the Shaikan and Gulf Keystone, they say they are not interested in the disputed territories- but want Shaikan and Gulf Keystone.


      Late in 2010 China's Sinopec started a process of determining how much Shaikan and Gulf Keystones assets were worth to them.

      We all know the Chinese value oil differently to the American Majors- why? Well they are not looking for profit- just simply a guaranteed supply of Oil to maintain their economy thus allowing them to drive the world economy the way they want.

      The Chinese are very astute- they looked carefully at Capitalism and saw its short comings many years ago and this was borne out by the financial meltdown. The Chinese apply the rules of Capitalism but strictly under the banner of state Capitalism. Now the Chinese own America’s debt, the dollar is really worthless when it comes to who can control the world’s major resources needed to run the most successful economy.

      Astispurmanti and the KRG's ruling families have undermined shareholders of Gulf Keystone by their antics and assume they have control, the Chinese now know they do not have to pay the real true value for Shaikan and Gulf Keystone, Astispurmanti and the Ruling Families have made it easy for them.

      What can the Chinese supply to Kurdistan that the Americans can. Arms. They are equal on this front, but the Chinese have a trump card in the form of Gold, would they be prepared to use their Gold Reserves in acquiring Shaikan and Gulf Keystone? Dose China have reasonable relations with Iran? Can they make Kurdistan more stable and allow them autonomy from Iraq?

      These are the questions many don't look at. Are the KRG's ruling family’s well known for oil smuggling to Iran?
      How much oil does Iran send to China each year, that’s easy $24.6 billion dollars worth last year that was known about, and it was growing until recent sanctions. China now as a greater need for oil supplies than before- unless they keep taking Iran’s Oil?

      Now when you look at the above you can actually see China are in a better position than the USA, China’s relations with Iran are better than the US and as both Super powers struggle for control of the world’s oil supply – you would imagine TK and GKP would have a strong arm, but unfortunately they don’t and are now being squeezed BY Astispurmanti, the Ruling family’s and Tillerson’s Exxon.

      Where do shareholders fit it, well we know the tactics employed so far in the last week or so, these tactics have been employed as Astispurmanti and Tillerson with the aid of a lot of other unscrupulous people.

      Personal Investors really have to fight hard and hang onto what they have or they will be squeezed even further and lose more of the wealth they are owed.

      Another Question.

      Who is behind Excalibur- is it Tillerson? Astispurmanti and the KRG? It sure helps to suppress the SP and keep it lower, the same way Oil and Gas Law as suppressed the SP. Ooil &Gas law as prevented many institions taking holdings over the last


      http://www.iii.co.uk/investment/detail/?showthreads=0&thresh…
      Avatar
      schrieb am 25.02.12 12:29:17
      Beitrag Nr. 621 ()
      Avatar
      schrieb am 25.02.12 18:24:13
      Beitrag Nr. 622 ()
      immer noch sehr beeindruckend
      verkauf erst bei übernahme
      sh 4 -6 news stehen ins haus
      monsta :lick:

      Avatar
      schrieb am 25.02.12 19:36:35
      Beitrag Nr. 623 ()
      sh 4 -6 news stehen ins haus
      ?!?
      Avatar
      schrieb am 25.02.12 22:39:35
      Beitrag Nr. 624 ()
      Wann kommen genau die Zahlen??
      1 Antwort
      Avatar
      schrieb am 26.02.12 08:13:38
      Beitrag Nr. 625 ()
      Antwort auf Beitrag Nr.: 42.807.643 von fantastibasti am 25.02.12 22:39:35Morgen früh dürfte ein Update zu SH4 kommen.

      Info aus iii - Anfragen bei der IR von GKP.
      Avatar
      schrieb am 26.02.12 11:08:51
      Beitrag Nr. 626 ()
      Das dürfte am Montag ein Feuerwerk geben.

      http://www.iraqoilreport.com/business/companies/exxon-confir…
      Avatar
      schrieb am 26.02.12 11:11:31
      Beitrag Nr. 627 ()
      Exxon plant 37 Mrd Investments für dieses Jahr.

      http://www.reuters.com/article/2012/02/24/exxon-idUSL2E8DOEB…

      Tja, 10-15 Mrd gehen dann mal an Gulf Keystone ;-)
      Avatar
      schrieb am 26.02.12 12:02:03
      Beitrag Nr. 628 ()
      Ja die Rackete wird gezündet,für exxon ist der marktwert von gulf keystone peanuts,auch wenn Sie dabei 12-15 millarden zahlen hoffentlich mehr,ich denk schon das die Bohrergebnisse sehr gut sind ,und noch mehr Reserven nachgewissen werden
      Avatar
      schrieb am 26.02.12 14:42:53
      Beitrag Nr. 629 ()
      Im Verhältnis zu den avisierten 37 Mrd ist die Market Cap von GKP in der Tat verschwindend gering...

      noch...
      Avatar
      schrieb am 27.02.12 09:41:32
      Beitrag Nr. 630 ()
      morgen .....wird wirklich langsam zeit für ein update:rolleyes:

      Avatar
      schrieb am 27.02.12 10:15:25
      Beitrag Nr. 631 ()
      Morgen, sieht zur Zeit schwer danach aus, als wenn in London...Gewinne eingetütet werden !
      Grundsätzlich gehe ich von einem weiter steigenden Kurs aus..auch im Hinblick auf den anstehenden Newsflow.

      Habe aber meine Posi heute morgen ein wenig reduziert, da ich derzeit noch keinen Halt sehe,......hätte schwören können heute gehts gen Norden !
      Und einen fallenden Kurs aussitzen, ist nicht mein Ding ! :laugh:

      Da kaufe ich mich lieber später wieder günstiger ein........:look:
      Avatar
      schrieb am 27.02.12 15:19:37
      Beitrag Nr. 632 ()
      Habt ihr das auch gelesen ist jetzt schon ein paar tage alt.
      Genel, der Ölkonzern BP vom ehemaligen Chef Tony Hayward geleitet hat, wird nicht für Gulf Keystone (LSE bieten GKP.L - Nachrichten oder norwegischen Konzern DNO International).

      Herr Hayward sagte, dass das Unternehmen nicht die Absicht, Produzenten in der Region Kurdistan im Irak zu kaufen, weil der Eintrag von ExxonMobil in der Gegend hat Wertansätze gezwungen. "Wir brauchen nicht mehr Kurdistan," Herr sagte Hayward. "Es ist zu teuer für uns.

      Muß man sich mal überlegen was für ne pfei... er ist,der will lieber im Golf von Mexico weiter bohren,die Öl pest die da enstanden ist koste Millarden für BP da würder er aber dafür Gulf Keystone geschenkt bekommen,und dann noch so schlau tun das Gulf Keystone schon zu teuer wäre,was kostet den die Katastrophe von Bp für die Ölpest ca 15 millarden oder noch mehr,
      da fehlen ein die Worte
      Avatar
      schrieb am 27.02.12 16:14:41
      Beitrag Nr. 633 ()
      Zitat von fantastibasti: Habt ihr das auch gelesen ist jetzt schon ein paar tage alt.
      Genel, der Ölkonzern BP vom ehemaligen Chef Tony Hayward geleitet hat, wird nicht für Gulf Keystone (LSE bieten GKP.L - Nachrichten oder norwegischen Konzern DNO International).

      Herr Hayward sagte, dass das Unternehmen nicht die Absicht, Produzenten in der Region Kurdistan im Irak zu kaufen, weil der Eintrag von ExxonMobil in der Gegend hat Wertansätze gezwungen. "Wir brauchen nicht mehr Kurdistan," Herr sagte Hayward. "Es ist zu teuer für uns.

      Muß man sich mal überlegen was für ne pfei... er ist,der will lieber im Golf von Mexico weiter bohren,die Öl pest die da enstanden ist koste Millarden für BP da würder er aber dafür Gulf Keystone geschenkt bekommen,und dann noch so schlau tun das Gulf Keystone schon zu teuer wäre,was kostet den die Katastrophe von Bp für die Ölpest ca 15 millarden oder noch mehr,
      da fehlen ein die Worte


      Den Typen kannst du doch nicht für voll nehmen !
      Avatar
      schrieb am 27.02.12 17:13:11
      Beitrag Nr. 634 ()
      was schätzt ihr denn, wieviel ist gulf keystone wert? bin bei 4.30 noch eingestiegen....
      1 Antwort
      Avatar
      schrieb am 27.02.12 17:15:22
      Beitrag Nr. 635 ()
      müssten nicht schon news anstehen?
      Avatar
      schrieb am 27.02.12 18:58:37
      Beitrag Nr. 636 ()
      sh4 - sollte demnächst kommen
      sh5 - drill results in den nächsten wochen
      sh6 und ber bahr - in den nächsten 2-4 monaten

      * listing an der ftse 250 (bis April/Mai)
      oder ftse 100 :laugh:

      mal schauen - ich hoffe wir bewegen uns bald wieder richtung 400p
      Avatar
      schrieb am 28.02.12 08:16:36
      Beitrag Nr. 637 ()
      Antwort auf Beitrag Nr.: 42.813.448 von Peter73 am 27.02.12 17:13:11In jedem Fall, wenn sich die Bohrungen bestätigen, mehr als jetzt. Um deine 4.30 brauchst dir meiner Meinung nach langfristig keine Sorgen machen :laugh:
      Avatar
      schrieb am 28.02.12 09:02:39
      Beitrag Nr. 638 ()
      was für ein start... kein ende nach unten?
      Avatar
      schrieb am 28.02.12 09:20:15
      Beitrag Nr. 639 ()
      Zitat von Travis_Bickle: was für ein start... kein ende nach unten?


      Moin, so sieht das für mich auch aus.....aber nach dem Anstieg der letzten 2-3 Monaten, braucht man sich nicht zu wundern.

      Ich habe meine Restposi gestern auch noch verkauft, und warte auf eine Trendumkehr.

      Nach wie vor ist GKP sehr interessant, aber ich verliebe mich nicht in eine Aktie sondern handele lieber nach Chart und Volumen.

      Gruß Earthfire
      1 Antwort
      Avatar
      schrieb am 28.02.12 09:44:21
      Beitrag Nr. 640 ()
      lol... oder doch die wende? hab auch nur noch rund 400 stück! :)
      Avatar
      schrieb am 28.02.12 09:44:35
      Beitrag Nr. 641 ()
      Antwort auf Beitrag Nr.: 42.816.279 von Earthfire am 28.02.12 09:20:15dann kannst ja gleich mit dem rückkauf beginnen;)

      Avatar
      schrieb am 28.02.12 09:56:24
      Beitrag Nr. 642 ()
      jo, habe auf 711 erhöt vor meinem letzten beitrag :) schaun wir mal, bin zwar net soo fett dabei wie vorher, aber wat solls, drücken wir die daumen!
      1 Antwort
      Avatar
      schrieb am 28.02.12 10:00:35
      Beitrag Nr. 643 ()
      Antwort auf Beitrag Nr.: 42.816.545 von Travis_Bickle am 28.02.12 09:56:24@earth - drinnen oder draussen?
      Avatar
      schrieb am 28.02.12 10:17:11
      Beitrag Nr. 644 ()
      Zitat von MBent: @earth - drinnen oder draussen?


      Draussen !
      3 Antworten
      Avatar
      schrieb am 28.02.12 10:18:50
      Beitrag Nr. 645 ()
      Volumen: 4,7 mill

      wieder starkes volumen ....
      Avatar
      schrieb am 28.02.12 10:55:15
      Beitrag Nr. 646 ()
      Antwort auf Beitrag Nr.: 42.816.644 von Earthfire am 28.02.12 10:17:11draußen:confused: wa machst den für ein blödsinn:look:

      hop hop wieder rein mit dir
      2 Antworten
      Avatar
      schrieb am 28.02.12 11:09:00
      Beitrag Nr. 647 ()
      Ich sehe derzeit kein besseres Investment im Energiesektor als GKP. Mit meinem letzten Nachkauf war ich zwar bis zu 15% im Minus, aber ingesamt noch schön im Plus und das Plus soll und wird wachsen.

      Ausstieg kam für mich in keiner Sekunde in Frage.
      Avatar
      schrieb am 28.02.12 11:10:26
      Beitrag Nr. 648 ()
      Antwort auf Beitrag Nr.: 42.816.920 von ikarusfly am 28.02.12 10:55:15...und wat wenn morgen wieder
      südwärts geht :laugh:
      1 Antwort
      Avatar
      schrieb am 28.02.12 11:19:07
      Beitrag Nr. 649 ()
      Antwort auf Beitrag Nr.: 42.817.025 von runn64 am 28.02.12 11:10:26einfach nachkaufen:laugh:;)
      Avatar
      schrieb am 28.02.12 11:34:45
      Beitrag Nr. 650 ()
      Zitat von ikarusfly: draußen:confused: wa machst den für ein blödsinn:look:

      hop hop wieder rein mit dir


      Mensch Ikarus,
      bin doch schon lange wieder drin :D..nächstes Ziel 400pc
      sieht gut aus heute !
      tippe auf ein TH als SK an der LSE

      Was man so in den Foren liest, sind die Majors und Supermajors auf Shoppingtour unterwegs........:look:

      Da kann doch bald auch mal hier ein Angebot auf dem Tisch liegen....:)
      Avatar
      schrieb am 28.02.12 11:35:26
      Beitrag Nr. 651 ()
      Draussen??? Ihr Wahnsinnigen!!! Kann jederzeit das Übernahmeangebot kommen, dann macht,s Bumms und ihr könnt bei 20 nochmal zusteigen;)
      Avatar
      schrieb am 28.02.12 11:45:30
      Beitrag Nr. 652 ()
      Zitat von Earthfire:
      Zitat von ikarusfly: draußen:confused: wa machst den für ein blödsinn:look:

      hop hop wieder rein mit dir


      Mensch Ikarus,
      bin doch schon lange wieder drin :D..nächstes Ziel 400pc
      sieht gut aus heute !
      tippe auf ein TH als SK an der LSE

      Was man so in den Foren liest, sind die Majors und Supermajors auf Shoppingtour unterwegs........:look:

      Da kann doch bald auch mal hier ein Angebot auf dem Tisch liegen....:)
      Avatar
      schrieb am 28.02.12 11:45:51
      Beitrag Nr. 653 ()
      Zitat von butcherfriend: Draussen??? Ihr Wahnsinnigen!!! Kann jederzeit das Übernahmeangebot kommen, dann macht,s Bumms und ihr könnt bei 20 nochmal zusteigen;)


      ist schon ein Spiel mit dem Feuer hier....aber für eingefleischte Daytrader ist es immer schwer long zu gehen....:laugh:

      Das Problem hier ist bei einem Übernahmeangebot :

      Aufgrund der MK und zu erwartenden MK....wird der Kurs sehr wahrscheinlich ausgesetzt bzw. kurz ausgesetzt....Was dann bei einer Aufnahme des Handels danach passsiert.........ganz sich jeder Denken ! :)


      Beim letzten mal reichte ja schon das Gerücht..von EXXON.
      Wenn dann mal eine Summe genannt wird....:lick:
      Avatar
      schrieb am 28.02.12 11:46:57
      Beitrag Nr. 654 ()
      Zitat von Earthfire:
      Zitat von ikarusfly: draußen:confused: wa machst den für ein blödsinn:look:

      hop hop wieder rein mit dir


      Mensch Ikarus,
      bin doch schon lange wieder drin :D..nächstes Ziel 400pc
      sieht gut aus heute !
      tippe auf ein TH als SK an der LSE

      Was man so in den Foren liest, sind die Majors und Supermajors auf Shoppingtour unterwegs........:look:

      Da kann doch bald auch mal hier ein Angebot auf dem Tisch liegen....:)


      SO IS RICHTIG: DRIN - wenns hochgeht und NATÜRLICH:keks:draussen - wenn es runtergeht. ICH LIEBE ES!
      Avatar
      schrieb am 28.02.12 11:57:05
      Beitrag Nr. 655 ()
      Zitat von MBent:
      Zitat von Earthfire: ...

      Mensch Ikarus,
      bin doch schon lange wieder drin :D..nächstes Ziel 400pc
      sieht gut aus heute !
      tippe auf ein TH als SK an der LSE

      Was man so in den Foren liest, sind die Majors und Supermajors auf Shoppingtour unterwegs........:look:

      Da kann doch bald auch mal hier ein Angebot auf dem Tisch liegen....:)


      SO IS RICHTIG: DRIN - wenns hochgeht und NATÜRLICH:keks:draussen - wenn es runtergeht. ICH LIEBE ES!


      Wo ist den dein Problem dabei ?

      Manche Leute kann ich nicht verstehen....dann schau doch weg ! :)

      Du kannst ja gerne einen fallenden ( Konsolodierung) Kurs aussitzen, nur wo ist der Sinn dabei ?
      Avatar
      schrieb am 28.02.12 12:18:21
      Beitrag Nr. 656 ()
      Liebe Leute,

      eine Frage: Wo schätzt ihr dass ein Übernahmeangebot angesiedelt sein kann. Die MK von 3 Mrd ist ja schon beachtlich. Wie groß ist deren Ölfeld denn und wieviel kann das wert sein? sorry für die blöden Fragen, bin normalerweise kein Ölzocker. LG P
      Avatar
      schrieb am 28.02.12 12:44:20
      Beitrag Nr. 657 ()
      hp
      investorenbereich
      präsentation
      da steht alles
      Avatar
      schrieb am 28.02.12 12:48:40
      Beitrag Nr. 658 ()
      Zitat von Peter73: Liebe Leute,

      eine Frage: Wo schätzt ihr dass ein Übernahmeangebot angesiedelt sein kann. Die MK von 3 Mrd ist ja schon beachtlich. Wie groß ist deren Ölfeld denn und wieviel kann das wert sein? sorry für die blöden Fragen, bin normalerweise kein Ölzocker. LG P


      ein paar Seiten zurück findest du ein eine kleine Berechnung zum Sharepreis für ein Feld.......da wird 5-6US $ angesetzt.
      Meines Erachtens ist dies bei guter Ligtoil Qual. auch realistisch, der User kam auch ca. 17,5 british pound/ Share....:laugh:..sind im Kopf uberschlagen was von über 20 €/Share

      Wie gesagt, den Wert zweifele ich nicht an.....problem ist das, ob dies auch bei einer Übernahme bezahlt wird.

      Es gibt ja auch noch feindliche Takeover und so Geschichten...

      Das Potenzial von GKP..ist und bleibt enorm.
      wenn jetzt noch gute Flußraten vermeldet werden in den nächsten News....steigt natürlich der MK normalerweise auch noch bzw. dies sollte sich zeitnah im Kurs widerspiegeln.

      Das heutige Plus wird durch das Volumen bis jetzt bestätigt und ich tippe auf eine weitere Steigerung im laufe nachmittags bzw. kurz vor Handelsende an der LSE ...:look:
      Sollte ich richtig liegen, werden wir morgen auch wieder mit einer Fahnenstage eröffnen.
      Avatar
      schrieb am 28.02.12 12:57:22
      Beitrag Nr. 659 ()
      vielen herzlichen dank earthfire. gute leute hier im thread! ist nicht selbstverständlich bei WO
      LG P
      Avatar
      schrieb am 28.02.12 13:00:00
      Beitrag Nr. 660 ()
      lehn mich jetzt weit aus dem fenster......mitte märz wird es ein übernahmeangebot seitens exxon oder sinopec geben.:look:

      HOUSTON, Feb. 28 (UPI) -- U.S. supermajor Exxon Mobil revealed it landed oil exploration and production contracts with leaders in Iraq's semiautonomous Kurdish region last year.

      Exxon, in a filing with the U.S. Securities and Exchange Commission, said it has a five-year exploration deal and a 20-year production agreement with the Kurdistan Regional Government.

      "Exploration and production activities in the Kurdistan region of Iraq are governed by production sharing contracts negotiated with the regional government of Kurdistan in 2011," the filing was quoted by The Wall Street Journal as reading.

      Baghdad has expressed frustration with energy deals between the KRG and international companies like Exxon.

      In May, Iraq is expected to put around a dozen oil and natural gas blocks up for auction in its fourth licensing round. Exxon was blacklisted, however, because of contracts with the Kurdish administration.

      Iraq has yet to pass comprehensive legislation that would regulate the energy sector. Baghdad says unilateral deals with the KRG are illegal.

      The International Energy Agency has warned political instability in post-war Iraq could spill over to the energy sector.
      Avatar
      schrieb am 28.02.12 13:12:25
      Beitrag Nr. 661 ()
      Du kannst ja gerne einen fallenden ( Konsolodierung) Kurs aussitzen, nur wo ist der Sinn dabei ?

      der sinn imo liegt drin sich die NERVEN zu schonen
      und auch die kurzfrißtige GIER(15-25%) zu beherrschen

      ... dein verhalten(zockermentalität) wird bedauerlich auch noch von der
      gesetzgebung motiviert... :cry:
      Avatar
      schrieb am 28.02.12 13:18:25
      Beitrag Nr. 662 ()
      das ist ein rohstoffjahr
      40 von 225 werten in 2012 mit > +40%
      4 mit > 100%

      kein wunder das der finanzminister während der griechensitzung im bundestag sudoku spielt
      es kommt ja genug kohle rein
      :(

      1 Antwort
      Avatar
      schrieb am 28.02.12 13:19:50
      Beitrag Nr. 663 ()
      Zitat von runn64: Du kannst ja gerne einen fallenden ( Konsolodierung) Kurs aussitzen, nur wo ist der Sinn dabei ?

      der sinn imo liegt drin sich die NERVEN zu schonen
      und auch die kurzfrißtige GIER(15-25%) zu beherrschen

      ... dein verhalten(zockermentalität) wird bedauerlich auch noch von der
      gesetzgebung motiviert... :cry:


      Ach ja,
      und du investiert ohne Profit zu machen, gelle.....:laugh:
      Bedenke, die Gier der anderen nährt auch auch deine Rendite !!!

      Aber ich habe kein Problem mit deiner Meinung zu meinem Trading.....ich muss auch nicht von anderen in Foren gemocht werden:)........dafür habe ich gute Freunde. :)

      Und was meine Nerven betrifft.....da mache dir mal keine Sorgen.....


      Gruß Earthfire ( Daytrader )
      Avatar
      schrieb am 28.02.12 13:23:30
      Beitrag Nr. 664 ()
      Zitat von Coxos: das ist ein rohstoffjahr
      40 von 225 werten in 2012 mit > +40%
      4 mit > 100%

      kein wunder das der finanzminister während der griechensitzung im bundestag sudoku spielt
      es kommt ja genug kohle rein
      :(



      Ja,
      2012 wird vermutlich eines der besten Jahre seit langem werden....
      zumindest was die Performance an der Börse betrifft. :)
      Avatar
      schrieb am 28.02.12 13:59:03
      Beitrag Nr. 665 ()
      Expect something to crop up in this meeting after some strong RNSs from GKP. Analysts will want know 'where & how' they are going to allocate their capital...

      http://ir.exxonmobil.com/phoenix.zhtml?c=115024&p=irol-Event…

      Question for Rex at the meeting:

      Will you reemd your 9% reduction in production by simply exploring and finding more oil or will you blend this strategy with acquisitions?

      And a sub question to this is...why do you think you need to set aside $37bn?


      http://www.iii.co.uk/investment/detail/?showthreads=0&thresh…
      Avatar
      schrieb am 28.02.12 14:00:55
      Beitrag Nr. 666 ()
      Zitat von ikarusfly: Expect something to crop up in this meeting after some strong RNSs from GKP. Analysts will want know 'where & how' they are going to allocate their capital...

      http://ir.exxonmobil.com/phoenix.zhtml?c=115024&p=irol-Event…

      Question for Rex at the meeting:

      Will you reemd your 9% reduction in production by simply exploring and finding more oil or will you blend this strategy with acquisitions?

      And a sub question to this is...why do you think you need to set aside $37bn?
      http://www.iii.co.uk/investment/detail/?showthreads=0&thresh…




      @Ikarus, danke für die Infos.....besser ich bleibe jetzt hier drin. :)
      Avatar
      schrieb am 28.02.12 14:07:27
      Beitrag Nr. 667 ()
      Antwort auf Beitrag Nr.: 42.817.872 von Coxos am 28.02.12 13:18:25....ja bedingt durch excessive währungsvermehrung/entwertung
      (ich habe bewusst das wort "geld" vermieden ;) )
      Avatar
      schrieb am 28.02.12 15:50:43
      Beitrag Nr. 668 ()
      sooo und jetzt zum feierabnd noch mal nen kleinen ruck nach norden :)
      Avatar
      schrieb am 28.02.12 16:25:50
      Beitrag Nr. 669 ()
      Hier wird es keine Übernahme geben!
      Big Player übernehmen Still und Leise!
      Hier wird zu viel Lärm gemacht, sowas ist eher untypisch bei Übernahmen!

      Nur meine meine Meinung!
      Avatar
      schrieb am 28.02.12 16:29:57
      Beitrag Nr. 670 ()
      Zitat von CapAm: Hier wird es keine Übernahme geben!
      Big Player übernehmen Still und Leise!
      Hier wird zu viel Lärm gemacht, sowas ist eher untypisch bei Übernahmen!

      Nur meine meine Meinung!


      Na ja, sieht man ja bei Cove...wie still und leise dies ist ! :look::lick:

      Zeiten ändern sich auch schon mal.....
      1 Antwort
      Avatar
      schrieb am 28.02.12 16:37:33
      Beitrag Nr. 671 ()
      Antwort auf Beitrag Nr.: 42.819.458 von Earthfire am 28.02.12 16:29:57Ist ein Argument, aber was mich bei Gulf störrt ist, dass der Kurs schon soweit gestiegen ist. Es aber noch kein offizielles Übernahme Angebot gibt. Die Big Player zahlen doch nicht mehr als nötig oder?
      Avatar
      schrieb am 28.02.12 16:49:46
      Beitrag Nr. 672 ()
      Schon gelesen?

      DJ Exxon soll bei nächster Lizenzauktion in Irak ausgeschlossen werden


      NEW YORK (Dow Jones)--Der US-Energiekonzern Exxon Mobil wird bei der nächsten Ausschreibungsrunde für die Öl- und Gasförderung in Irak voraussichtlich nicht zum Zuge kommen. Das Unternehmen aus Irving werde von der vierten Runde ausgeschlossen, sagte ein Sprecher des stellvertretenden Ministerpräsidenten für Energie. Die Exxon Mobil Corp habe Verträge mit der Region Kurdistan im Norden des Landes abgeschlossen, hieß es zur Begründung.

      Das Energieministerium hatte zu einem früheren Zeitpunkt angekündigt, Exxon müsse sich entscheiden: für die Erschließung von 6 Gebieten in Kurdistan oder für den Vertrag mit der Regierung Iraks für die Erschließung von West Qurna 1. West Qurna Phase 1 gilt als das zweitgrößte Ölfeld in Irak mit nachgewiesenen Reserven von mehr als 8,7 Milliarden Barrel. "Wir warten immer noch auf eine Antwort", sagte der Ministeriumsvertreter.

      Ein Sprecher des US-Konzerns wollte sich zu dem Thema nicht äußern.

      In Irak fehlt bisher immer noch ein Gesetz, das die Lizenzvergabe und die Förderung regeln soll. Die Regierung beurteilt mit der Region Kurdistan vereinbarte Verträge derzeit als ungültig.

      Zur Versteigerung kommen sollen in der nächsten Runde im Mai zwölf viel versprechende Explorationsblöcke. Die Regierung hat in drei Auktionsrunden 2009 und 2010 bereits insgesamt 13 Förderlizenzen für irakische Öl-und Gasfelder an internationale Konsortien vergeben.


      DJG/DJN/bam/sha

      (END) Dow Jones Newswires

      February 13, 2012 11:25 ET (16:25 GMT)

      Copyright (c) 2012 Dow Jones & Company, Inc.


      Quelle:Dow Jones 13.02.2012 17:25
      Avatar
      schrieb am 28.02.12 17:01:12
      Beitrag Nr. 673 ()
      die fakten sprechen einfach für sich ... GKP hat ein gigantisches Ölfeld - öl das günstig zu fördern ist!
      und obwohl ich selbst von einer übernahme ausgehe (hohes Volumen, mark lefty ((dem ich nun mal durchaus nachsage kein fantasiewriter zu sein)), keine verneinung zu den übernahmegerüchten seitens gkp usw.)

      wäre es für mich auch kein beinbruch wenn gkp selbst das feld schlachtet -

      time will tell and dyor
      Avatar
      schrieb am 28.02.12 17:08:04
      Beitrag Nr. 674 ()
      Zitat von CapAm: Ist ein Argument, aber was mich bei Gulf störrt ist, dass der Kurs schon soweit gestiegen ist. Es aber noch kein offizielles Übernahme Angebot gibt. Die Big Player zahlen doch nicht mehr als nötig oder?


      Kommt auf deren Interessen an.....zb. hier schnell fuß zu fassen.
      oder mehrere bereits nachgewiesen Quellen zu übernehmen
      nicht selbst explorieren zu müssen.mit allen Risiken

      Der Wert für einen Big Plaver bemisst sich unterm strich am Ertrag der durch diese evtl. Übernahme möglich wird.

      Und wenn ich diese recourcen x 5 US $ nehme.....da bleibt noch jede Menge für den Bigplayer hängen....und dies auf Jahre gesehen.

      Aber da spielen viele Faktoren bei einer Übernahme eine Rolle
      -politische Situation
      - die Handelswege für den Transport sind zb. auch nicht zu unterschätzen

      und und und....

      Gruß Earthfire

      muss jetzt weg :)

      sieht aus als könnte man nachher doch noch günstiger nachkaufen ...:look:

      schau wir mal, was die letzte 1/2 h so bringt..
      Avatar
      schrieb am 28.02.12 17:13:37
      Beitrag Nr. 675 ()
      Es ist wie immer ein 50:50 Chance!

      Wenn keine Übernahme kommt, werden die Shares wieder viel Billiger!
      Wenn eine übernahme kommt gibt es ca. 75% Aufschlag mehr nicht!
      Avatar
      schrieb am 28.02.12 17:13:52
      Beitrag Nr. 676 ()
      Zitat von Diego22: die fakten sprechen einfach für sich ... GKP hat ein gigantisches Ölfeld - öl das günstig zu fördern ist!
      und obwohl ich selbst von einer übernahme ausgehe (hohes Volumen, mark lefty ((dem ich nun mal durchaus nachsage kein fantasiewriter zu sein)), keine verneinung zu den übernahmegerüchten seitens gkp usw.)

      wäre es für mich auch kein beinbruch wenn gkp selbst das feld schlachtet -

      time will tell and dyor


      Das mit der verneinung ist mir auch sehr im Kopf geblieben....könnte aber auch einfach für eine gewollte Phantasie sprechen. ?
      Avatar
      schrieb am 28.02.12 17:23:32
      Beitrag Nr. 677 ()
      Zitat von CapAm: Es ist wie immer ein 50:50 Chance!

      Wenn keine Übernahme kommt, werden die Shares wieder viel Billiger!
      Wenn eine übernahme kommt gibt es ca. 75% Aufschlag mehr nicht!


      das kannst du so auch nicht sagen ..... kommt nämlich drauf an wann das angebot kommt und wo der share preis dann steht .... wenns gut läuft und dem nächst die überfälligen news zu sh4 etc kommt ... dann wirds für den bieter nicht gerade günstiger - ausserdem is ja nicht gesagt das mehrere bieter aktiv werden ...
      aber das sind natürlich alles nur überlegungen und zu viele wenns und vielleichts ...

      ;)
      Avatar
      schrieb am 28.02.12 17:31:36
      Beitrag Nr. 678 ()
      aber was mich bei Gulf störrt ist, dass der Kurs schon soweit gestiegen ist. Es aber noch kein offizielles Übernahme Angebot gibt. Die Big Player zahlen doicht mehr als nötig oder?

      ... sehe ich nicht,es sei denn du schaust lediglich auf den chart
      (ähnlich beim gold = blase) hier erwarten wir bald news
      im operativen bereich und den segmentwechsel selbst ohne
      offerte....

      ...nur meine meinung...
      Avatar
      schrieb am 28.02.12 17:46:46
      Beitrag Nr. 679 ()
      ist die news dass exxon ausgeschlossen wird gut oder schlecht für gkp?
      1 Antwort
      Avatar
      schrieb am 28.02.12 17:53:53
      Beitrag Nr. 680 ()
      @ CAP AM

      Warum sollten die Aktien billiger werden?

      1. Stehen die Expolartionsergebnisse an. Wenn die nur 20 % erfüllen liefen wir beim aktuellen Marktwert. Wenn Sie zu 100% erfüllen, wonach es aussieht, gar nicht auszudenken ;-)
      2. Steht mehr als genug Kapital zur Verfügung um weitere Gebiete in der Region zu erschließen. Das wird wahrscheinlich auch passieren.... Weil, wohin mit der Kohle... das Bohren ist da so billig das die noch locker 10-20 Bohrungen anstellen können ohne einen Tropfen zu fördern.
      3. Was sind schon 3 Mrd. für eine Firma mit 10 Mrd. Brl. Öl Ressourcen?
      Avatar
      schrieb am 28.02.12 17:57:20
      Beitrag Nr. 681 ()
      Antwort auf Beitrag Nr.: 42.820.111 von Peter73 am 28.02.12 17:46:46Das ist meiner Ansicht nach relativ positiv.

      Denn dann müssen Sie sich jetzt auf die Region Kurdistan konzentrieren weil Sie im übrigen Land nicht so zum Zug kommen wie Sie sich das bei Exxon vielleicht vorgestellt haben.
      Avatar
      schrieb am 28.02.12 19:25:10
      Beitrag Nr. 682 ()
      Wieviel Cash hat eigentlich die Firma?
      1 Antwort
      Avatar
      schrieb am 28.02.12 21:57:37
      Beitrag Nr. 683 ()
      Antwort auf Beitrag Nr.: 42.820.848 von CapAm am 28.02.12 19:25:10Laut Halbjahresbericht 137,6 Mio. $. Jetzt wahrscheinlich weniger da ja gebohrt wird.
      Avatar
      schrieb am 29.02.12 08:27:37
      Beitrag Nr. 684 ()
      und es wird wie blöde gekauft......warum wohl;)

      RNS Number : 3151Y
      Gulf Keystone Petroleum Ltd.
      29 February 2012

      







      TR-1: NOTIFICATION OF MAJOR INTEREST IN SHARES



      1. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached:



      Gulf Keystone Petroleum Ltd.



      2 Reason for the notification (please tick the appropriate box or boxes):



      An acquisition or disposal of voting rights



      Yes



      An acquisition or disposal of qualifying financial instruments which may result in the acquisition of shares already issued to which voting rights are attached





      An acquisition or disposal of instruments with similar economic effect to qualifying financial instruments







      An event changing the breakdown of voting rights





      Other (please specify):







      3. Full name of person(s) subject to the notification obligation:





      Baillie Gifford & Co

      4. Full name of shareholder(s) (if different from 3.):





      5. Date of the transaction and date on which the threshold is crossed or reached:



      23 Feb 2012

      6. Date on which issuer notified:





      27 Feb 2012

      7. Threshold(s) that is/are crossed or reached:





      5%





      8. Notified details:

      A: Voting rights attached to shares



      Class/type of
      shares


      if possible using
      the ISIN CODE

      Situation previous
      to the triggering
      transaction

      Resulting situation after the triggering transaction

      Number
      of
      Shares

      Number
      of
      Voting
      Rights

      Number
      of shares

      Number of voting
      rights

      % of voting rights

      Direct

      Direct

      Indirect

      Direct

      Indirect

      Ordinary

      Share

      BMG4209G1087







      42,954,255





      42,954,255





      Below 5%







      Below 5%







      Below 5%





      B: Qualifying Financial Instruments

      Resulting situation after the triggering transaction



      Type of financial
      instrument

      Expiration
      date

      Exercise/
      Conversion
      Period

      Number of voting
      rights that may be
      acquired if the
      instrument is
      exercised/ converted.



      % of voting
      rights

      N/A











      C: Financial Instruments with similar economic effect to Qualifying Financial Instruments

      Resulting situation after the triggering transaction



      Type of financial
      instrument

      Exercise
      price

      Expiration
      date

      Exercise/
      Conversion
      period

      Number of voting
      rights instrument
      refers to

      % of voting rights



      N/A









      Nominal

      Delta









      Total (A+B+C)



      Number of voting rights

      Percentage of voting rights

      Below 5%

      Below 5%



      9. Chain of controlled undertakings through which the voting rights and/or the
      financial instruments are effectively held, if applicable:

      In the narrative below, the figures in [ ] indicate the amount of voting rights and the percentage held by each controlled undertaking where relevant.

      Baillie Gifford & Co, a discretionary investment manager, is the parent undertaking of an investment management group.

      Its wholly-owned subsidiary undertaking Baillie Gifford Overseas Limited [30,248,719; 3.54%] is also a discretionary investment manager.

      Its wholly-owned subsidiary undertaking Baillie Gifford & Co Limited [8,588,419; 1.01%] is an OEIC Authorised Corporate Director and Unit Trust Manager which has delegated its discretionary investment management role to Baillie Gifford & Co.





      Proxy Voting:



      10. Name of the proxy holder:



      N/A

      11. Number of voting rights proxy holder will cease to hold:





      12. Date on which proxy holder will cease to hold voting rights:







      13. Additional information:





      14. Contact name:



      Gillian Wright

      15. Contact telephone number:



      0131 275 3047
      3 Antworten
      Avatar
      schrieb am 29.02.12 09:34:26
      Beitrag Nr. 685 ()
      Antwort auf Beitrag Nr.: 42.823.147 von ikarusfly am 29.02.12 08:27:37@fly - nur für die RICHTIGKEIT
      haben reduziert, 5% Linie passiert und hinterher unter 5%. Heisst aus meiner Sicht reduziert!:confused:
      Aber jeder wie er mag - ich kann warte. bin nicht jung und brauche auchz aktuell kein geld.:kiss::laugh::lick:
      Gruss MBent
      2 Antworten
      Avatar
      schrieb am 29.02.12 09:37:42
      Beitrag Nr. 686 ()
      Antwort auf Beitrag Nr.: 42.823.567 von MBent am 29.02.12 09:34:26ca. 4,1 Mio. Stücke haben die die Tage verscherbelt.

      Gruss MBent
      Avatar
      schrieb am 29.02.12 10:21:26
      Beitrag Nr. 687 ()
      Zitat von MBent: ca. 4,1 Mio. Stücke haben die die Tage verscherbelt.

      Gruss MBent


      Morgen, das ist den Jungs verkauft haben, ist ja nicht zu verübeln..Gewinne müssen auch mal realisiert werden.

      Solange die nicht komplett aussteigen ist es doch OK d.h. ich sehe hier nichts negatives.

      Die Märkte sprühen ja derzeit nur so vor Reboundern bzw. Turnaroundern..:laugh:

      Bei GKP wird es jetzt auch wieder nach Norden gehen, auch im Hinblick auf die zu erwartenden Updates.

      Ich denke das wir uns Tief im Rahmen der Konso gesehen haben.....daher habe ich heute das 2/3 meiner Posi daher gekauft...



      Gruß Earthfire
      Avatar
      schrieb am 29.02.12 13:09:54
      Beitrag Nr. 688 ()
      Antwort auf Beitrag Nr.: 42.823.567 von MBent am 29.02.12 09:34:26ist mir das peinlich....:rolleyes:vorallem weil ich zu hälfte engländer bin:laugh:
      Avatar
      schrieb am 29.02.12 13:14:57
      Beitrag Nr. 689 ()
      Zitat von Earthfire:
      Zitat von MBent: ca. 4,1 Mio. Stücke haben die die Tage verscherbelt.

      Gruss MBent


      Morgen, das ist den Jungs verkauft haben, ist ja nicht zu verübeln..Gewinne müssen auch mal realisiert werden.

      Solange die nicht komplett aussteigen ist es doch OK d.h. ich sehe hier nichts negatives.

      Die Märkte sprühen ja derzeit nur so vor Reboundern bzw. Turnaroundern..:laugh:

      Bei GKP wird es jetzt auch wieder nach Norden gehen, auch im Hinblick auf die zu erwartenden Updates.

      Ich denke das wir uns Tief im Rahmen der Konso gesehen haben.....daher habe ich heute das 2/3 meiner Posi daher gekauft...



      Gruß Earthfire

      Kurze Frage! Wer bitte verkauft seine Aktien, wenn eine Übernahme Kurz bevorsteht? Das macht niemand. Dieses vorgehen bestärkt mich in meiner Meinung. Es wird keine übernahme kommen!
      Avatar
      schrieb am 29.02.12 14:29:09
      Beitrag Nr. 690 ()
      @Capam,, wer sagt den das die mehr wissen, wie wir ?
      D.H. eine Übernahme hier bleibt doch nach wie vor reine Spekulation oder ?
      Wünschen würden es sich sicher einige !

      So ein Investment Unternehmen..trifft die Entscheidung zu verkaufen...evtl um Cash zu generieren, und woanders einszusteigen !
      Oder um das Risko zu minimieren d.h. falls die nächsten Ergebnisse evtl nicht so gut sind wie erhofft.

      Ein Freund von mir ist im Wertpapiergeschäft tätig, daher weiß ich wie emotionslos die Profis sowas händeln

      Da heißt es zb. KZ ....XXX und wenn dieses erreicht ist , wird verkauft..Punkt

      Die denken dann nicht, noch warten ...die läuft noch weiter oder da kommt evtl eine Übernahme das sind noch 50- 100% ..nein nein...so denken nur wie Hobbytrader ! :):D

      Gruß Earthfire
      Avatar
      schrieb am 29.02.12 19:05:00
      Beitrag Nr. 691 ()
      sollte man sich immer vor Augen halten .... aus dem iii board:

      Shaikan,

      10.5bbls mean P50 * 35% RF = 3.68bbls recoverable * 54.4% = 2bbls WI to GKP on Shaikan alone.

      2bbls * $5.80 pboo (Genel) = $11.6 billion * GBP0.64 = 7.42 bilion pounds / by approx 855 million shares = 869p per share for JUST SHAIKAN THUS FAR! AND A 100% UPSIDE to come (Todd Kozel CEO).

      SH-4/5/6 and BB/SA/AB and FTSE100 listing etc. still to come
      Avatar
      schrieb am 01.03.12 12:50:52
      Beitrag Nr. 692 ()
      ebenfalls aus dem iii board ....

      1) Exxon

      To acquire GKP for £10/share Exxon would need to issue a further 173m shares. Such an issue would dilute Exxon’s existing shares by 3.6%.

      At the end of 2010 Exxon had a market cap of $364b. During 2010 Exxon invested $32b in capital expenditure ($27b upstream) and at the end of 2010, Exxon had $7.8b cash. In the third quarter of 2011 alone Exxon spent $5b on share repurchases. And Exxon said it planned to do the same again in Q4 2011. You can see how easily Exxon could do a 50/50 share/cash purchase.

      And this would be the payback:

      In 2010 Exxon produced 2.4m barrels/day of oil so if Shaikan alone could pump 400K to 600K barrels/day (Todd’s figures in September) then in return Exxon would get a mean 11% boost in oil production from GKP’s share of Shaikan.

      Exxon has oil reserves of 7.7 billion barrels so GKP’s share of Shaikan alone could boost Exxon’s oil reserves by 32%. Exxon has 24b reserves in all forms (oil, gas, tar sands etc) but even here Shaikan would boost the broadest measure of reserves by 10%.

      This calculation is based on the probable extraction of 4.5 billion barrels from Shiakan over the 30 years of the PSC, a figure derived from Todd’s statements at the Half Year results presentation in September. GKP’s 54.4% share of that would be 2.45 billion barrels.

      2) Chevron

      Chevron was named yesterday by Forbes as one of the 3 majors talking to the KRG.

      Chevron would need to issue 132m shares to buy GKP at £10/share. The dilution to Chevron’s existing shares would be 6.6%.

      Chevron has a market cap of $207b and in 2010 invested $19b in capital expenditure. At the end of 2010 it had a massive $14b of cash on its balance sheet. So Chevron could do an all cash purchase of GKP at £10/share without increasing its debt.

      In 2011 so far Chevron has pumped 2.7m barrel/day so, GKP’s share of Shaikan could boost its production by 10% when it reaches its peak.

      On the reserves front, Chevron has 7.1 billion of oil reserves so GKP’s share of Shaikan would add 35% to its oil reserves. On the wider measure including gas and tar etc, Chevron had 10.5 billion at the end of 2010 so GKP’s share of Shaikan would add 23.3% to its overall reserves.

      I am not aware of Chevron having any contract in southern Iraq.

      3) Total

      Total would need to issue 267m shares to buy GKP and that would dilute existing shareholders by 12%. Total has a market cap of 84.4b euros.

      At the end of the third quarter 2011, Total had 20b euros (£17b) cash and its cash balance grew by 6.5b euros (£5.5b) in that quarter alone. Again, like Chevron, Total could do a cash purchase of GKP from existing cash on the balance sheet.

      Total is currently producing about 2.4m barrel/day including gas of which about 1.2m barrels is oil. So adding GKP’s share of Shaikan would boost production of oil by 23%.

      Total has oil reserves of 5.8b barrels so GKP’s share of Shaikan would add 42% to its oil reserves.

      Total bid in every bidding round in the south but only won a small part of one contract (Halfaya) in southern Iraq. Production from that contract has not yet started. Total therefore has little to lose by coming to Kurdistan.

      Conclusion

      All these three super majors are well placed to buy GKP either for a mix of shares and cash or for cash alone. Total in particular is interesting because of the combination of its huge cash balance and the massive impact GKP’s acquisition would have on its reserves.

      For all three super majors, the cost of buying GKP would be massively outweighed by the boost to production and to reserves. GRH1 talked about a parallel universe. It is hard to believe that conversations about a T/O are not taking place in Erbil now.
      Avatar
      schrieb am 01.03.12 13:44:45
      Beitrag Nr. 693 ()
      gestern hat Baillie Gifford & Co gemeldet Aktien verkauft zu haben und zwar alle(so am 23.02-27.02),wenn das stimmt stehen nicht mehr in den Top Shareholder,
      das waren rund 42,9 mill Stück,
      frage Wer zum Geier hat Sie gekauft und zu welchen Preis, auf dem Markt sind sie net gelandet oder ?
      zumal Sie noch paar tage davor aufgestockt hatten.
      Könnte das Aktienpacket bei Exxon sein ,darf aber nicht über 5 %kommen sonst müßten sie es ja melden
      Avatar
      schrieb am 01.03.12 20:12:43
      Beitrag Nr. 694 ()
      http://www.iii.co.uk/articles/26895/oil-company-ma-investors…

      Nur so mal zum Lesen.
      Und evtl. auch nur so mal zum Nachdenken.
      Avatar
      schrieb am 01.03.12 22:15:15
      Beitrag Nr. 695 ()
      :eek: barrel bei 127$
      Avatar
      schrieb am 02.03.12 00:32:00
      Beitrag Nr. 696 ()
      barrel bei 127$

      Das tangiert den Kurs von GKP in keinster Weise.
      Oder glaubst du, dass eine Exxon oder Sinopec eine mögliche Übernahme
      vom aktuellen Ölpreis abhängig machen wird ?
      Das kannste knicken, meiner Meinung nach.
      1 Antwort
      Avatar
      schrieb am 02.03.12 07:31:55
      Beitrag Nr. 697 ()
      Zitat von moneyscheffler: barrel bei 127$

      Das tangiert den Kurs von GKP in keinster Weise.

      Oder glaubst du, dass eine Exxon oder Sinopec eine mögliche Übernahme
      vom aktuellen Ölpreis abhängig machen wird ?
      Das kannste knicken, meiner Meinung nach.


      Morgen, nach dem fulminanten Kursanstieg der letzten Wochen, befinden wir uns in einer stabilen Seitwärtsbewegung d.h. der derzeitige Kurs wird bestätigt....nun kann sich jeder wohl ausmalen was bei guten Ergebnissen in den nächsten Wochen hier mit dem Kurs passieren wird ! :)

      Auch ohne Übernahme...:D
      Avatar
      schrieb am 02.03.12 08:56:25
      Beitrag Nr. 698 ()
      Antwort auf Beitrag Nr.: 42.837.594 von moneyscheffler am 02.03.12 00:32:00@money

      weshalb gleich so agressiv

      es wird doch erlaubt sein müssen den barrelpreis zu nennen
      das macht man ebenso bei EM-Preis in diversen rohstoffthreads
      um sich vielleicht nochmal vergegenwärtigen...was das zeug im boden
      wert ist ...kapisch
      Avatar
      schrieb am 02.03.12 15:14:37
      Beitrag Nr. 699 ()
      Avatar
      schrieb am 06.03.12 10:06:19
      Beitrag Nr. 700 ()
      meine fresse
      2 Antworten
      Avatar
      schrieb am 06.03.12 12:05:38
      Beitrag Nr. 701 ()
      Antwort auf Beitrag Nr.: 42.855.782 von ikarusfly am 06.03.12 10:06:19einmal wenn man dabeibleiben will und keine gewinne mitnimmt....
      1 Antwort
      Avatar
      schrieb am 06.03.12 12:16:41
      Beitrag Nr. 702 ()
      Antwort auf Beitrag Nr.: 42.856.720 von gnuldi am 06.03.12 12:05:38wem sagst du das......hab meinen superschnitt von 1,8bp durch ständiges nachkaufen auf 2,3 angehoben:rolleyes:
      Avatar
      schrieb am 06.03.12 12:25:02
      Beitrag Nr. 703 ()
      was ist der grund fuer den absturz?

      mangelndes interesse
      saebelrasseln durch israel
      fehlende bohrergebnisse

      oder was?
      1 Antwort
      Avatar
      schrieb am 06.03.12 12:45:15
      Beitrag Nr. 704 ()
      Antwort auf Beitrag Nr.: 42.856.841 von gnuldi am 06.03.12 12:25:02hab nichts gefunden......shorter oder gewinnmitnahmen:rolleyes:
      Avatar
      schrieb am 06.03.12 14:09:44
      Beitrag Nr. 705 ()
      Irakische Regierung stellt Exxon vor die Wahl....

      Gulf Keystone shares drop 12% after Iraq statement


      By James Herron

      LONDON (MarketWatch) -- Shares in independent oil explorer Gulf Keystone Petroleum Ltd. , which is developing several major oil fields in Iraqi Kurdistan, fell by more than 10% Tuesday after an Iraqi government spokesman cast doubt on whether oil giant Exxon Mobil Corp. XOM -0.01% would complete a controversial deal to enter the region.

      Equity traders said Tuesday's price drop was a sign that some of the speculative takeover premium in Gulf Keystone's share price, prompted by Exxon Mobil's entry into Kurdistan, was leaking away.

      The U.K.-listed oil explorer and many of its peers operating in Kurdistan have been seen as potential takeover targets following an oil exploration agreement in November between Exxon Mobil and the Kurdistan Regional Government. Many industry observers believe that other major oil companies could follow Exxon Mobil into Kurdistan by acquiring smaller companies already operating in the region.

      "[Gulf Keystone] has rallied massively on bid rumors for weeks," said a London-based equity trader who did not wish to be named. "The stock is trading about GBP1 higher than most analysts valuation of the company."

      Shares in Gulf Keystone closed at 339.0 pence Monday, an increase of 88% since the Exxon Mobil deal was revealed in November. At 1013 GMT, Gulf Keystone shares were down 11.7%, or 39.75p, from Monday's closing price to 299.25p.

      Gulf Keystone officials were not immediately available for comment.

      A spokesman for Iraq's Deputy Prime Minister for Energy Hussein al-Shahristani told Dow Jones Newswires that Exxon Mobil has asked the Iraqi central government to give it "few more days" to decide whether or not it will cancel an exploration deal with Iraqi Kurdistan.

      The government in Baghdad strongly opposes the deal, because it says the Kurdish regional government has no authority to offer oil exploration rights.

      The Iraqi government has sent Exxon Mobil three letters asking it to choose between its deal to explore six areas in Kurdistan, and its central government contract to develop the 370,000 barrels a day West Qurna Phase 1, one of Iraq's largest oil fields with proven reserves of 8.7 billion barrels.

      The Iraqi government said in February it would exclude Exxon Mobil from an auction for sought-after exploration licenses in southern Iraq because of the Kurdistan deal.

      Gulf Keystone's main asset in Iraq is the Shaikan oil field, which could contain as much as 10 billion barrels of oil in place, but will be costly to develop.
      Avatar
      schrieb am 06.03.12 14:40:34
      Beitrag Nr. 706 ()
      bin heute morgen schon ausgestiegen...für mein empfinden, stimmt da was nicht...die Abschläge unter rel. hohem volumen sind viel zu heftig !!!
      1 Antwort
      Avatar
      schrieb am 06.03.12 15:57:22
      Beitrag Nr. 707 ()
      die fällt heute noch unter 3 € :mad:
      Avatar
      schrieb am 06.03.12 16:02:07
      Beitrag Nr. 708 ()
      Antwort auf Beitrag Nr.: 42.857.794 von Earthfire am 06.03.12 14:40:34mit exxon verschwindet auch die phantasie:cry: (kurzfristig)
      Avatar
      schrieb am 06.03.12 16:04:59
      Beitrag Nr. 709 ()
      Wer braucht Exxon?
      Avatar
      schrieb am 06.03.12 16:09:21
      Beitrag Nr. 710 ()
      Zitat von ikarusfly: mit exxon verschwindet auch die phantasie:cry: (kurzfristig)


      und ich wurde hier wegen meinem Daytrading beschimpft...., es gibt nichts bessers..wenn man es beherscht....ich habe heute morgen bereits mein gesammtes Depot glattgestellt, im Hinblick auf die lage der Gesamtmärkte.
      Avatar
      schrieb am 06.03.12 16:14:21
      Beitrag Nr. 711 ()
      wenn der anstieg seit DEz. nur auf dei Übernahmephantasie zurückzuführen ist........na dann Mahlzeit.

      Ich habe übrigens hier heute auch einen Verlust mit meinem Ausstieg gemacht..Wiedereinstieg war gestern....dann kommt so eine Scheißnews....Pech !
      Avatar
      schrieb am 06.03.12 16:28:52
      Beitrag Nr. 712 ()
      so jetzt reichts nochmals aufgestockt zu 2,40bp .....übertreibung bleibt ne übertreibung.

      jetzt muss unser toddy boy ne nrs raushauen
      Avatar
      schrieb am 06.03.12 16:46:40
      Beitrag Nr. 713 ()
      und jetzt wieder rauf mit dir:D
      Avatar
      schrieb am 06.03.12 16:50:09
      Beitrag Nr. 714 ()
      - Exxon requests more time to decide on exploration deal with Iraqi Kurdistan

      -- Iraqi government forcing U.S. major to choose between deals with Iraqi Kurdistan and deals with Baghdad

      -- Exxon already excluded from Iraq's next oil-and-gas licensing round

      (Adds details throughout.)

      By Hassan Hafidh

      Of DOW JONES NEWSWIRES

      Exxon Mobil Corp. (XOM) has asked the Iraqi central government to give it "few more days" to decide whether or not it will cancel an exploration deal with Iraqi Kurdistan, a deal which Baghdad strongly opposes, a spokesman for Iraq's Deputy Prime Minister for Energy Hussein al-Shahristani said Tuesday.

      Iraq has essentially asked the U.S. giant to choose between its deal with the semi-autonomous northern Iraqi region and its central-government contract to develop the 370,000 barrels-a-day West Qurna Phase 1, and the impasse has also led Exxon to be barred from Iraq's fourth oil-and-gas licensing auction, scheduled for May.

      The Iraqi government considers as invalid any deals signed with the Kurdistan Regional Government, or KRG, which in turn insists that such deals comply with the country's constitution. The KRG has signed nearly 50 oil-and-gas deals with international oil companies, mostly second-tier or wildcat explorers, and was hopeful that Exxon's presence would entice other majors.

      "[Exxon] has asked the Deputy Prime Minister to give it some more days in order to decide its stance on the contract it signed with Kurdistan," Faisal Abdullah, a spokesman for the Iraqi Oil Ministry, told Dow Jones Newswires. Abdullah said Exxon's request was submitted last week by a company representative who met with Shahristani in Baghdad.

      The Iraqi government has sent Exxon Mobil three letters asking it to choose between its deal to explore six areas in Kurdistan, and its contract to develop West Qurna Phase 1, which has proven reserves of 8.7 billion barrels.

      "The central government is waiting for Exxon to respond to our letters and on the light of Exxon's response, Baghdad would take a decision," Abdullah said.

      Last month, Iraq barred Exxon from bidding in its fourth licensing auction at which 12 promising exploration blocks are up for grabs. Exxon has also been excluded from a contract worth up to $10 billion to build a joint water-injection project in southern Iraq.

      In December, Iraq's Prime Minister Nouri al-Maliki met with senior Exxon executives during a visit to the U.S., and said afterward that the Irving, Texas-based company had promised to reconsider its dealings with the KRG.

      Some of the blocks in the Exxon-KRG deal are in a hotly contested oil-rich territory claimed by both the central government and the KRG, stretching from the Iranian border in the east and to the Syrian border in the northwest.

      Baghdad has already blacklisted companies that maintain deals with the Kurds, excluding them from working elsewhere in Iraq. Among those is New York, N.Y.-based Hess Corp. (HES), which has also been barred from competing in the fourth energy auction.

      Tuesday's comments by the Iraqi government also led to a large sell-off in shares of Gulf Keystone Petroleum Ltd. (GKP.LN), which is active in Iraqi Kurdistan. The London-listed explorer has been seen as a potential takeover target following Exxon Mobil's agreement with the KRG, and analysts said the sharp fall in its share price was a sign that some speculative takeover premium was leaking away.

      -By Hassan Hafidh, Dow Jones Newswires; +962 799 831 831; hassan.hafidh@dowjones.com

      (Isabel Ordonez in Houston and James Herron in London contributed to this item.)
      Avatar
      schrieb am 06.03.12 21:01:25
      Beitrag Nr. 715 ()
      die ratten verlassen das "scheinbar" sinkende schiff :laugh:

      HOPEFULLY die kommen nicht wieder wenn es sich als irrtum

      heraustellt.....

      good luck für die mutigen,die antizyklisch handeln ;)
      Avatar
      schrieb am 07.03.12 07:48:14
      Beitrag Nr. 716 ()
      Zitat von runn64: die ratten verlassen das "scheinbar" sinkende schiff :laugh:

      HOPEFULLY die kommen nicht wieder wenn es sich als irrtum

      heraustellt.....

      good luck für die mutigen,die antizyklisch handeln ;)




      Du scheinst ja sehr viel persönlich zu nehmen.............wer zuletzt lacht....bin gestern für 2,xx € wieder eingestiegen..:D
      2 Antworten
      Avatar
      schrieb am 07.03.12 07:56:33
      Beitrag Nr. 717 ()
      Wenn Exxon nicht kauft, kaufts ein anderer... und wenn das nicht passiert haben wir eben einen langfristigen Ölproduzenten mit ca. 10 Mrd. Barrel Reserve. Das ist locker auch 20-30 Mrd $ Wert.

      Können wir bitte noch mal auf 25 Pence zurück? Büddeeeee ;-)
      Avatar
      schrieb am 07.03.12 08:54:39
      Beitrag Nr. 718 ()
      Antwort auf Beitrag Nr.: 42.862.090 von Earthfire am 07.03.12 07:48:14glückwunsch zum glücklichen händchen;)....mir persönlich wäre das risiko zu groß außen vor zu stehen wenns zu einem übernahmeangebot kommt.
      immer wenn die politik sich einmischt wirds kompliziert:mad: bin wmi geschädigt:cry:
      Avatar
      schrieb am 07.03.12 09:02:33
      Beitrag Nr. 719 ()
      Avatar
      schrieb am 07.03.12 09:49:01
      Beitrag Nr. 720 ()
      Antwort auf Beitrag Nr.: 42.862.090 von Earthfire am 07.03.12 07:48:14naja die eine oder andere ra.. sei für das gleichgewicht zu
      tollerieren nur bitte nicht zu viele :p....

      .... die korektur muste auch für die stärkung des charakters sein
      immer noch interessante kurse für einen weitsichtigen ;)
      Avatar
      schrieb am 07.03.12 11:54:54
      Beitrag Nr. 721 ()
      Zitat von ikarusfly: glückwunsch zum glücklichen händchen;)....mir persönlich wäre das risiko zu groß außen vor zu stehen wenns zu einem übernahmeangebot kommt.
      immer wenn die politik sich einmischt wirds kompliziert:mad: bin wmi geschädigt:cry:


      Hallo Ikarus, danke.....mein Motto ist an solchen Tagen....Verluste begrenzen..und so billig wie möglich wieder rein.

      Das waren wohl in der Tat , ztl. Panikverkäufe gestern....wie du schon schriebst...Übertrieben wird immer...in beide Richtungen ! :laugh:

      Nun Intrady geht ja richtig was heute d.h. denke das wir gegen Nachmittag bzw. vor Handelsschluss an der LSE....noch ein neues TH generieren werden ! :D

      evtl. erobern wir die 300pc Marke heute noch zurück !

      Erfolgreichen Handelstag
      Avatar
      schrieb am 07.03.12 11:59:39
      Beitrag Nr. 722 ()
      Hate to be a bore, but I did mention this news about Statoil selling up in WQ in my posting on the 9th Feb...!

      The reason Helge Lund (Statoil Pres. & CEO) said he was pulling out was mostly down to "deteriorating security concerns" and that their 18-ish % stake wasn't worth the bother.
      int. post

      http://www.iii.co.uk/investment/detail/?showthreads=0&thresh…

      But there is also more to it than that:

      I know from a very reliable, very senior source at the Foreign & Commenwealth Office that Statoil ARE in Kurdistan and actively interested in acquistions. That's not conjecture - that is a fact, from the British government on the ground over there.

      Another massive name (and most advanced NOC in the world) joins the goldrush...!
      Avatar
      schrieb am 07.03.12 12:03:40
      Beitrag Nr. 723 ()
      Zitat von ikarusfly: Hate to be a bore, but I did mention this news about Statoil selling up in WQ in my posting on the 9th Feb...!

      The reason Helge Lund (Statoil Pres. & CEO) said he was pulling out was mostly down to "deteriorating security concerns" and that their 18-ish % stake wasn't worth the bother.
      int. post

      http://www.iii.co.uk/investment/detail/?showthreads=0&thresh…

      But there is also more to it than that:

      I know from a very reliable, very senior source at the Foreign & Commenwealth Office that Statoil ARE in Kurdistan and actively interested in acquistions. That's not conjecture - that is a fact, from the British government on the ground over there.

      Another massive name (and most advanced NOC in the world) joins the goldrush...!


      Das genug Majors bzw. Supermajors sind, mit dem nötigen Interesse und das passende Portmonnaie...ist ja eigendlich klar. :laugh:
      Avatar
      schrieb am 07.03.12 13:12:42
      Beitrag Nr. 724 ()
      Gestern hätte ich schön einsteigen können, hatte sogar Zeit, nur meine Internetverbindung war sauschlecht, keine zeitnahen Daten kein Trading...:(
      Avatar
      schrieb am 08.03.12 09:38:42
      Beitrag Nr. 725 ()
      morgen .....



      If the OWC has not been found at any of the Oil levels, then that level is filled to spill up to that step out well.

      So the OWC is further out if thats the case
      ----------------------------------------------
      Thought so Mikey, thanks.

      Man if true Shaikan really is a MONSTER!!

      I was reading this post last night from BBBS:

      BBBS post from June 29th post...

      Well spotted duffs55, GKP's latest tender "GKPI-SH-2011-060 - Civil Works for Shaikan Location C" is of course the wellsite for SH-6. So not quite so 'contingent' any more - can't think why LOL! Unless perhaps it is just slightly related to the quest for water, aka the OWC...

      Now before some get confused again about well Location letters and well sequence numbers, the following shows the translation based on slide #14 in the May 2010 Investor Presentation:

      SH-1 and SH-3: Both close to the green blob labelled Shaikan-1B
      SH-2: Shaikan-B Location (around 9 km east of SH-1/3)
      SH-4: Shaikan-D Location (around 6 km west of SH-1/3)
      SH-5: Shaikan-G Location (around 15 km north-east of SH-1/3)
      SH-6: Shaikan-C Location (around 18 km east of SH-1/3)

      Just take a moment to consider those step-out distances - mind boggling.

      But it's also interesting to look longer at this map, (which is a blown-up version of the contour map for "Top Jurassic TWT P1 (~2230m TVDSS)" aka 'filled-to-spill' shown on slide #18), to undertand why SH-6 can no longer remain contingent. The colours denote the relative 'height' of the structure with yellow being shallowest (crestal parts of the structure) and then passing through orange and red to green, with green corresponding more or less to the base or spill-point of the structure (note how green spreads out north, south and east into the surrounding neighbourhood - but for some strange reason (LOL!) there is no green in SA's direction!). All good so far? Good. Now observe the colours at each well location:

      SH-1 and SH-3: Yellow-to-slight orange
      SH-2: (B Location): Red
      SH-4: (D Location): Yellow
      SH-5: (G Location): Orange
      SH-6: (C Location): Reddish Green

      We already know that SH-1 was far from finding the OWC because of its location near the crest of the structure (LKO was circa -1149m SS). The same geometrical constraint will also impact the SH-4 and SH-5 wells if they are drilled vertically from the selected Locations. i.e. both SH-4 and SH-5 are in near-crestal locations so they would be extremely unlikely to encounter the OWC in the Jurassic. Clearly these two wells have other objectives that are more important, namely proving up reserves to the west (SH-4), and to the north of the main northern W-E fault (SH-5). I mention this mainly to explain that Shaikan appraisal is not just about 'how thick' (as in OWC), but also about 'how long' & 'how wide' (areal extent). So let's not have wild hopeful speculation about finding the Jurassic OWC in either SH-4 or SH-5 (unless they start drilling deviated wells of course!).

      So what about SH-2 - it's 'in the red'? The OWC was also not encountered at SH-2, but based on the OIP upgrade to P10 volumes it would seem that LKO has at least been proven down to around -1500m SS. Perhaps it will be proven deeper by the time that middle and lower Jurassic SH-2 results are incorporated, but it will still be some way from proving the -2230m SS filled-to-spill OWC depth, (because the well entered the Triassic well above the Jurassic OWC depth). Well, IMO, if there's no OWC 'in the red' after stepping out 9km what can you do other than step-out another 9km and have another crack 'in the reddish green'. Oh no, another 9km wide by another 700m or so additional thickness down to the OWC - how on earth will the sp survive?

      So just how much more patience is needed for SH-6 and the OWC quest? (keep in mind, as in my previous post, SA-1 was also a water-free drill with no sign of an OWC). Well, slide #13 in the latest AGM Presentation says SH-6 spud in August (rig from SH-2). That's only a mon
      1 Antwort
      Avatar
      schrieb am 08.03.12 09:43:17
      Beitrag Nr. 726 ()
      Antwort auf Beitrag Nr.: 42.868.941 von ikarusfly am 08.03.12 09:38:42Morgen Ikarus ;) heute 300pc knacken ?c das wäre was...und ein schönes Signal ! :D

      Ich wollte mich mal bedanken, für die Infos die du hier immer wieder einstellst !! :)

      Danke und Gruß Earthfire
      Avatar
      schrieb am 08.03.12 16:06:36
      Beitrag Nr. 727 ()
      danke für die blumen earthfire :)

      gutes post von mo3......

      I would be surprised to hear anything about Kurdistan is the presentation today and I think questions after may draw a blank- there is really no need for them to discuss it further- the details were quite clearly released 3-4 weeks ago- 5yr exploration license with possible extension, 20yr production license with possible 5 year extension- its a done deal, contracts signed, EXXON happy, KRG happy, me happy, Bobs your uncle and Sallys your Aunt....
      Avatar
      schrieb am 08.03.12 17:05:41
      Beitrag Nr. 728 ()
      rumor

      contracts signed as per Analyst Presentation today:D
      Avatar
      schrieb am 08.03.12 23:38:11
      Beitrag Nr. 729 ()
      Da ist man einige Tage beim Skifoarn und schon bricht hier alles zusammen.
      Wahnsinn.
      Was ist passiert ?
      Bitte klärt mich auf.
      Da weiß man wirklich nicht, ob ein SL gut ist oder nicht.

      rumor
      contracts signed as per Analyst Presentation today


      Quelle, bitte.
      2 Antworten
      Avatar
      schrieb am 09.03.12 08:47:53
      Beitrag Nr. 730 ()
      morgen :)

      Exxon pressing forward on KRG, Qurna deals es paßt hier alles zusammen....:D

      By Ben Van Heuvelen and Staff of Iraq Oil Report
      Published March 9, 2012

      Subscription

      http://www.iraqoilreport.com/business/companies/exxon-pressi…


      Faced with an ultimatum from the Iraqi government - to decide between doing business with Baghdad or the semi-autonomous Kurdistan region - ExxonMobil has made its choice: both.

      In recent weeks, as the Iraqi government has ratcheted up the pressure, sources say the U.S. government has also made efforts to broker a "freeze" on the Kurdistan deals.

      But at a Thursday meeting with financial analysts at the New York Stock Exchange, Exxon CEO Rex Tillerson confirmed that his company intended to ...
      Avatar
      schrieb am 09.03.12 12:17:12
      Beitrag Nr. 731 ()
      Antwort auf Beitrag Nr.: 42.874.482 von moneyscheffler am 08.03.12 23:38:11Da ist man einige Tage beim Skifoarn und schon bricht hier alles zusammen.
      Wahnsinn.
      Was ist passiert ?
      Bitte klärt mich auf.
      Da weiß man wirklich nicht, ob ein SL gut ist oder nicht.


      Dachte egtl. hier wäre jemand so frei und würde mir was sagen.....?! :D
      1 Antwort
      Avatar
      schrieb am 09.03.12 12:44:11
      Beitrag Nr. 732 ()
      Antwort auf Beitrag Nr.: 42.876.900 von moneyscheffler am 09.03.12 12:17:12@money
      hoffe, das du keinen Sl hattest.
      Eine der 3 "Haus"banken von GKP - HSBC - hielt ein neues Kursziel (280Pence) für nötig. Ermittlung erfolgte mit insgesamt 75% Rabattierung. Sollten wohl doch noch ein paar Anleger etabliert werden. Tief in der Phase war bei 210 Pence. Eigentlich sonst nichts passiert - IRAK: noch da, Ölfunde & -bohrungen: noch da, GERÜCHTE: noch da, EXXON in Kurdistan: noch da.

      Nur der Aktienkurs muss noch da hin, wo er eigentlich hin gehört.

      Gruss MBent
      Avatar
      schrieb am 09.03.12 14:34:40
      Beitrag Nr. 733 ()
      Sänks MBent.
      Gibt doch noch Kumpels hier.
      Nein, hatte zum Glück keinen SL gesetzt.
      Eigentlich untypisch.
      Aber bei solchen Werten kann der Schuss wirklich mal nach hinten gehn.
      Eine der Hausbanken also ?! :laugh:
      Wie sacht der Berliner:
      "Nachtigall ick hör dir trapsen".
      Wenn vielleicht dazu noch der eine oder andere Politiker oder sonstwer
      im Irak noch eine zweideutige Bemerkung gemacht haben sollte, wer weiß,
      dann wird hier sehr schnell geschmissen.
      Lassen wir uns überraschen.
      Ich denke nach wie vor, dass GKP nicht umsonst Parnella Weinbergs und Partner mit ins Boot geholt hat.
      Avatar
      schrieb am 12.03.12 08:12:38
      Beitrag Nr. 734 ()
      morgen :)

      12 March 2012



      Gulf Keystone Petroleum Ltd. (AIM: GKP)

      ("Gulf Keystone" or "the Company")



      Kurdistan Operational Update

      Gulf Keystone today provides an update on its ongoing exploration and appraisal programme in the Kurdistan Region of Iraq, which includes the Shaikan block, a major discovery with independently audited gross oil-in-place volumes of between 8 billion barrels to 13.4 billion barrels calculated on the P90 to P10 basis, with a mean value of 10.5 billion barrels.

      Shaikan-4 Appraisal Well



      The well testing programme for the Shaikan-4 appraisal well, drilled 6 km to the west of the Shaikan-1 discovery well, remains ongoing, with six out of seven planned tests completed to date. Portions of major intervals, such as the Kurre Chine, Butmah, Mus, Alan and Sargelu formations will continue to be tested and so far aggregate flow rates in excess of 14,000 barrels of oil equivalent per day ("boepd") have been achieved. Portions of the well that appear to be high quality oil reservoir on the electric logs, and where proven commercial flow rates were achieved by testing previous wells, will not be tested.



      The first five tests have been conducted in the northern "footwall" - on the lower side of the inclined fault bounding the Shaikan structure. This is the first occurrence of flow from the footwall and proves an extension of the Triassic and Jurassic reservoirs outside the central part of the structure. The latest test (Test 6) is being conducted in the "hanging wall" (the upper side of the inclined fault) from a new reservoir in the uppermost Sargelu formation which had not been previously flow tested. The test is ongoing and rates in excess of 4,000 boepd have been recorded.



      Shaikan-5 Appraisal Well



      After drilling the Shaikan-5 appraisal well, 6 km to the north-east of the Shaikan-2 appraisal well, to the depth of 1,876 metres in the Jurassic, it became necessary to drill a sidetrack due to a portion of the drill string becoming stuck in the hole. The sidetrack operations were successfully performed at the depth of 1,370 metres, after which the Shaikan-5 drilling operations have resumed below 1,730 metres, to continue drilling to the estimated total depth ("TD") of 3,500 metres, subject to technical conditions.



      Shaikan-6 Appraisal Well



      The Shaikan-6 appraisal well, 9 km to the east of the Shaikan-2 appraisal well, is currently drilling a 12.25" hole at the depth of 2,058 metres in the Jurassic. The well will drill to the estimated TD of 3,800 metres subject to technical conditions.



      Shaikan-7 Exploration Well



      The tendering process has commenced for a rig to drill the Shaikan-7 exploration well, which will target the lower Triassic and the Permian, the deepest prospective undrilled horizons of the Shaikan structure.



      Shaikan Extended Well Test



      As part of the ongoing Extended Well Test ("EWT") on the Shaikan block, the output from the Shaikan-1 & 3 EWT facility reached 137,060 gross barrels of oil between 1 January and 6 March 2012. Due to unprecedented cold weather and poor visibility, combined with work required to connect an additional 20,000 barrel storage tank, the average test production between 1 January and 25 February was 2,077 gross barrels of oil per day ("bopd"). Since 25 February test production has averaged 5,641 gross bopd.



      Shaikan Field Export Pipeline Project



      On 6 March 2012, Gulf Keystone initiated a tendering process for the export pipeline site construction and installation for the Shaikan field export pipeline project.



      As part of the ongoing tendering process for the materials procurement for the Shaikan field export pipeline project, which was announced on 12 January 2012, bids are currently being received with the technical and commercial evaluation to follow.

      Gulf Keystone is the Operator of the Shaikan block with a working interest of 75 per cent and is partnered with Kale
      Avatar
      schrieb am 12.03.12 08:20:45
      Beitrag Nr. 735 ()
      Und hier der Rest der heutigen NR:

      .....

      Gulf Keystone is the Operator of the Shaikan block with a working interest of 75 per cent and is partnered with Kalegran Ltd. (a 100 per cent subsidiary of MOL Hungarian Oil and Gas Plc.) and Texas Keystone Inc., which have working interests of 20 per cent and 5 per cent respectively.

      Akri-Bijeel Block: Aqra/ Bekhme Anticline Resources



      Following the completion of the Bekhme-1 exploration well testing programme in December 2011, after the well reached TD at 5,000 metres in the Triassic, Gulf Keystone has received results of an independent evaluation of estimated petroleum resources for the Aqra/Bekhme anticline on the Akri-Bijeel block by Dynamic Global Advisors (DGA), independent Houston-based exploration consultants.



      The DGA report, based on the Bekhme-1 wireline logging data and 2D seismic data, while recognizing the fact that no hydrocarbons had been produced to surface, has indicated a significant range of between 2.5 billion barrels and 5.4 billion barrels of gross oil-in-place volumes calculated on the P90 to P10 basis, with the mean resource estimate for the reservoirs in the Aqra/ Bekhme anticline of 3.9 billion barrels. While this range of resource estimate is significant, a considerable portion of the oil resource is likely to comprise heavy oil. Further evaluation would be required as to whether the oil is commercially recoverable.



      DGA's previous assessments of assets on behalf of Gulf Keystone included independent evaluation of the Shaikan discovery, including two major upgrades of the gross oil-in-place volumes announced in April and November 2011, as well as a preliminary evaluation of the Sheikh Adi resources (1 billion barrels to 3 billion barrels calculated on the P90 to P10 basis) announced in August 2011.



      Akri-Bijeel Block: Aqra-1 Appraisal Well



      The first appraisal well to assess the Bijell discovery on the Akri-Bijeel block, is being drilled 8 km to the north-west of the Bijell‑1 discovery well and 26 km to the west-northwest of the Bekhme-1 exploration well. After reaching the depth of 989 metres, the Aqra-1 drilling operations have been temporarily halted in order to repair the rig following a lightning strike. Once the drilling operations have resumed, Aqra-1 will drill to an estimated TD of over 4,700 metres in the Triassic subject to technical conditions.



      Gulf Keystone has a 20 per cent working interest in the Akri-Bijeel block, operated by Kalegran Ltd., a 100 per cent subsidiary of MOL Hungarian Oil and Gas Plc., which holds 80 per cent working interest in the block. The Operator's P50 resource estimate for the Bijell discovery is 2.4 billion barrels of oil-in-place, while the ongoing 2012/13 exploration and appraisal programme is targeting existing and identified hydrocarbon prospects in the Akri-Bijeel block.



      Ber Bahr-1 Exploration Well



      After the setting of 7" casing at the depth of 3,343 metres in the Triassic, the first exploration well on the Ber Bahr block is drilling at the depth of 3,347 metres.



      Gulf Keystone has a 40 per cent working interest in the Ber Bahr block, operated by Genel Energy, which holds a 40 per cent working interest in the block. The Kurdistan Regional Government has a 20 per cent carried interest in the Ber Bahr Production Sharing Contract. The Operator's resource estimate for the Ber Bahr block is 1.5 billion barrels of oil equivalent-initially-in-place.



      John Gerstenlauer, Gulf Keystone's Chief Operating Officer commented:



      "We believe that these new results of the ongoing Shaikan-4 well testing programme are excellent, confirming our early understanding that this well may prove to be our best one to date in the Kurdistan Region of Iraq. We anticipate that future test production from Shaikan-4 will significantly increase our existing production level, which reached 6,970 gross barrels of oil per day on 4 March 2012. In parallel to the continuing increase in the test production of the Shaikan crude, our work on the Shaikan export pipeline project is progressing. In addition to a number of important operational developments on the Shaikan block, we are pleased to report on the progress in the Ber Bahr-1 exploration well drilling activities and to present results of an independent report by Dynamic Global Advisors on estimated resources for the Aqra/ Bekhme anticline on the Akri-Bijeel block. The substantial remaining potential of the Akri-Bijeel block is currently being targeted by the Operator's 2012/13 wide-ranging exploration, appraisal and early development programme."
      Avatar
      schrieb am 12.03.12 09:09:24
      Beitrag Nr. 736 ()
      http://www.proactiveinvestors.co.uk/companies/news/40085/gul…

      Gulf Keystone describes Shaikan-4 results as "excellent"

      Gulf Keystone Petroleum’s (LON:GKP) chief operating officer John Gerstenlauer today described as “excellent” the latest results from Shaikan-4 as tests continued on the appraisal well in the Kurdistan region of Northern Iraq.

      The data appears to support his earlier contention that Shaikan-4 could be GKP’s best well to date in Kurdistan.

      The Kurre Chine, Butmah, Mus, Alan and Sargelu formations flowed at 14,000 barrels of oil equivalent a day in aggregate.

      Possibly more interesting are the results of the sixth and latest test to assess the potential of the “hanging wall”, or upper side of the inclined fault bounding the Shaikan structure.

      Specifically GKP tapped a new reservoir in the uppermost Sargelu formation which had not been previously flow tested. While this test is ongoing, rates in excess of 4,000 barrels of oil a day have been recorded.
      Gerstenlauer said: “We believe that these new results of the ongoing Shaikan-4 well testing programme are excellent, confirming our early understanding that this well may prove to be our best one to date in the Kurdistan Region of Iraq.

      “We anticipate that future test production from Shaikan-4 will significantly increase our existing production level, which reached 6,970 gross barrels of oil per day on 4 March 2012.”

      Elsewhere, Shaikan-5 was successfully side-tracked, with drilling continuing to total depth of 3,500 metres.

      The explorer’s sixth well, meanwhile, is currently at 2,058 metres and is aiming for a total depth of 3,800 metres, while the tendering process has commenced for a rig for Shaikan-7.

      Drilling on the latter will target the Triassic and the Permian formations, the deepest prospective undrilled horizons of the Shaikan structure.
      The company is preparing to build an export pipeline for oil from Shaikan and an initial tendering round has already begun.

      Extended tests on Shaikan wells one and three, meanwhile, yielded 137,060 barrels of oil between January 1 and March 6.

      Cold weather, poor visibility and work to connect an additional 20,000 barrel storage tank pegged back average production to 2,077 barrels a day between the start of the year and February 25.

      Elsewhere in Kurdistan, an evaluation has been completed of Aqra/Bekhme anticline on the Akri-Bijeel block.

      It followed the completion of drilling on Bekhme-1 well in December. Based on wireline logging and 2D seismic data, independent consultants Dynamic Global Advisors estimates the resource to be 2.5 billion barrels and 5.4 billion barrels of gross oil-in-place.

      “While this range of resource estimate is significant, a considerable portion of the oil resource is likely to comprise heavy oil,” the company said this morning.

      “Further evaluation would be required as to whether the oil is commercially recoverable.”

      Staying with Akri-Bijeel, drilling on the Aqra-1 has been temporarily halted after a lightning strike.

      On the Ber Bahr block, the Ber Bahr-1 exploration well is currently drilling at a depth of 3,347 metres.

      Gerstenlauer said: “In addition to a number of important operational developments on the Shaikan block, we are pleased to report on the progress in the Ber Bahr-1 exploration well drilling activities and to present results of an independent report by Dynamic Global Advisors on estimated resources for the Aqra/Bekhme anticline on the Akri-Bijeel block.
      “The substantial remaining potential of the Akri-Bijeel block is currently being targeted by the Operator’s 2012/13 wide-ranging exploration, appraisal and early development programme.”
      Avatar
      schrieb am 12.03.12 10:36:55
      Beitrag Nr. 737 ()
      scheint alles keine sau zu interessieren
      1 Antwort
      Avatar
      schrieb am 12.03.12 14:06:35
      Beitrag Nr. 738 ()
      Antwort auf Beitrag Nr.: 42.886.281 von gnuldi am 12.03.12 10:36:55dshalb accumulieren ist nicht verkehrt
      Avatar
      schrieb am 12.03.12 21:30:45
      Beitrag Nr. 739 ()
      kann mir jemand sagen was hier los ist. Die nachrichten wahren doch positiv
      Avatar
      schrieb am 13.03.12 01:13:28
      Beitrag Nr. 740 ()
      Es passieren manchmal Dinge an den Börsen, die man nicht für möglich hält.
      Börse ist oft unlogisch.
      Ich weiß, von diesen "Weisheiten" kann sich niemand etwas kaufen.
      Ich vermute einen von den Hausbanken gezielt gesteuerte Aktion.
      Das Ding geht auch wieder hoch.
      Sie ist überverkauft.
      Wenn sich das Teil morgen vormittag noch mehr auskotzen sollte, was ich nicht glaube, lege ich noch mal nach.
      Avatar
      schrieb am 13.03.12 17:02:27
      Beitrag Nr. 741 ()
      Kennt jemand von euch noch Richard Kimble ?
      Wahrscheinlich nicht.
      Der war mal auf der Flucht.
      Seid ihr hier das auch alle ?
      Es steigt doch wieder.
      Ist doch erfreulich.
      Oder nicht ?
      2 Antworten
      Avatar
      schrieb am 13.03.12 17:31:17
      Beitrag Nr. 742 ()
      Antwort auf Beitrag Nr.: 42.894.820 von moneyscheffler am 13.03.12 17:02:27Kimble ist wieder on Board,

      oder besser gesagt heute morgen unter 3 Euronen wieder eingesteigen !
      Avatar
      schrieb am 13.03.12 17:45:57
      Beitrag Nr. 743 ()
      Antwort auf Beitrag Nr.: 42.894.820 von moneyscheffler am 13.03.12 17:02:27@money
      hier fehlen 3 poster, wenn eine person im urlaub ist:confused:

      Egal, verzichten wir doch auf die, die immer schon raus sind, wenn`s gefallen ist und NATÜRLICH schon wieder nachgekauft hatten, wenn es wieder steigt.

      Dabei sein ist alles - natürlich lieber und gern öfter bei aktien auf dem weg nach oben.

      Tipp: auch mal bei falklands schauen - fogl und bor

      Gruss MBent
      Avatar
      schrieb am 13.03.12 17:48:54
      Beitrag Nr. 744 ()
      13% nicht schlecht. Dass Volumen hätte meiner Meinung nach höher sein können. Mal sehen ob wir morg. ebenfalls im Plus schließen. Interessanter ist glaube ich das heute Total mitgeteilt hat dass es überlegt in KRG einzusteigen
      Avatar
      schrieb am 13.03.12 17:52:39
      Beitrag Nr. 745 ()
      Mhh, bin gestern Abend auch eingestiegen, habe jedoch nichts zu melden.;)
      Avatar
      schrieb am 13.03.12 18:55:35
      Beitrag Nr. 746 ()
      Geschlossen im Bereich des Tageshochs bei 2,70 GBP. Bei 2,80 hatte der Kurs im Januar einige Zeit stagniert, leider waren wir gestern unter dieser Unterstützung. Wäre schön, wenn sich der Kurs jetzt in dem Bereich stabilisieren könnte und dann wieder hoch geht. Sollte er durchrasseln, wäre erst bei 2,0 GBP wieder eine Unterstützung. Dann wäre der ganze Gewinn aus 2012 futsch. Aber dann begänne auch das Spiel von neuem.

      Also lasst uns hoffen, dass jetzt erstmal Ruhe einkehrt und positive Nachrichten den Kurs dann wieder steigen lassen. Rausschütteln lasse ich mich nicht.
      Avatar
      schrieb am 13.03.12 19:26:55
      Beitrag Nr. 747 ()
      French oil giant Total is in talks to tap opportunities to invest in autonomous Iraqi Kurdistan, its chief said Tuesday as Baghdad insists contracts should go through the central government.

      "Kurdistan is part of Iraq. A lot of companies are investing in Kurdistan-Iraq and we don't see why Total couldn't do it," Total chief executive officer Christophe de Margerie told reporters in Kuwait.

      "We are looking at opportunities. We are discussing, but there is nothing done yet," he said on the sidelines of the International Energy Forum.

      He said Total was seeking entry into the sector through companies that already have permits to explore in the oil-rich region.

      "Definitely we will go through discussions with owners of existing blocks," but "in any case you need the approval of the Kurdish government," he said.:eek::eek:

      Baghdad regards any contracts not signed with the central government as invalid.

      On October 18, Kurdistan signed a deal with US giant ExxonMobil for it to explore six areas, a deal Baghdad strongly opposed.

      In December, Prime Minister Nuri al-Maliki said ExxonMobile has promised to reconsider the deal.

      De Margerie also said that his company has replaced "all" its imports of oil from Iran with supplies from other countries, in line with sanctions imposed on Tehran over its nuclear programme.

      "I cannot tell you by whom," he told reporters, declining to name oil producers that covered the gap, which he put at "a little bit more than 200,000 barrels per day."

      Oil giants operating in Iran, including the Anglo-Dutch Royal Shell, Norway's Statoil, Italy's ENI, have gradually withdrawn from the country, abiding by sanctions.
      Avatar
      schrieb am 14.03.12 08:29:18
      Beitrag Nr. 748 ()
      Ich sags doch... Wer braucht Exxon. Es wird sich schon einer finden welcher aktuell 10 Mrd Ölreserve braucht. Bei einigen Weltkonzernen (Exxon, Total etc.) sind das z.T. 5-20% der nachgewiesenen Gesamtreserven.

      Mal sehen wer es sich leisten kann/will so viel Reserve mit den günstigen Förderkosten an die Konkurrenz fallen zu lassen. Das werden sich alle Beteiligten zweimal überlegen... es ist und bleibt einfach ein Verdrängungswettbewerb...

      Die Frage ist nicht "ob" sondern "wann" hier eine Übernahme erfolgt.
      Avatar
      schrieb am 14.03.12 08:48:47
      Beitrag Nr. 749 ()
      Der nächste Major!


      KUWAIT CITY, Mar 13, 2012 (AFP) - French oil giant TotalTotal is in talks to tap opportunities to invest in autonomous Iraqi Kurdistan, its chief said Tuesday as Baghdad insists contracts should go through the central government.

      "Kurdistan is part of Iraq. A lot of companies are investing in Kurdistan-Iraq and we don't see why TotalTotal couldn't do it," TotalTotal chief executive officer Christophe de Margerie told reporters in Kuwait.

      "We are looking at opportunities. We are discussing, but there is nothing done yet," he said on the sidelines of the International Energy Forum.

      He said TotalTotal was seeking entry into the sector through companies that already has permits to explore in the oil-rich region.


      "Definitely we will go through discussions with owners of existing blocks", but "in any case you need the approval of the Kurdish government," he said.
      Baghdad regards any contracts not signed with the central government as invalid.


      On October 18, Kurdistan signed a deal with US giant ExxonMobil for it to explore six areas, a deal Baghdad strongly opposed.
      In December, Prime Minister Nuri al-Maliki said ExxonMobile has promised to reconsider the deal.

      http://www.zawya.com/story.cfm/sidANA20120313T165447ZMEO48
      Avatar
      schrieb am 14.03.12 10:11:45
      Beitrag Nr. 750 ()
      herrlich...:D

      Avatar
      schrieb am 15.03.12 08:50:45
      Beitrag Nr. 751 ()
      einige gedanken zum gestrigen verhandlung.....


      After some thought last night and trying to pick out the pertinent points, this simple court case about costs appears to me to mean a lot more than just the £Millions in court costs.

      GKP have been busy doing some spring cleaning of late, then enter PW.
      The NEDs and PW must have been very busy and have clients listed and waiting to buy assets or GKP as a whole, but a thorn in the side to completing any sale of asset, or assets is this pending vexatious action.

      PW instruct GKP to fast forward the court case, hence costs hearing, as PW want to flush out Excals backers to see who or what they are up against.

      Then there is TPO's fine expose of detail concerning the Begging Bowl going around the financial institutions in the city,....wow! huge blooper,...so we can assume from this fact if found to be true, Excal's supposed big hitting backer is not really that big,...and can seemingly only go up to £4 Million plus or minus at present, they now need another £5.5 Million,.... Oooops.

      Add to the above point the fact that Excal asked the court at first to pay in tranches upto September,....manipulation of the SP theory anyone?

      What we now have is Excal with pants around ankles,..they were definately not expecting this outcome, and to pay £9.5 Million within 21 days,....hmmmmm April T/O first offer anybody.

      The BB's spread good and bad news like the plague,..many bigwigs will be aware of this detail now.
      TPO's Excal Begging Bowl expose will be treated like the black death to any would be backer,..a poison chalice not even GS would drink from right now, acting in concert in a vexatious action.

      Excal's claim is pretty weak at best, does not seem to be wholly bought into by Clifford Chance, who can't even keep track of his fee's or project them forward, so not fully committed to or completly funded, would you gamble £Millions on this poker hand, especially as the court has restricted your manipulation period to 21 days?

      I believe our more learned friends and investigators will correct me and improve on this theory, but i have a gut feeling Excals time is done, the FSA and City Spotlight is firmly focused on who will step into the spotlights glare,...Mr Multi Millionaire backer would you?

      AIMOVHO

      http://www.iii.co.uk/investment/detail/?showthreads=0&thresh…
      Avatar
      schrieb am 15.03.12 13:24:53
      Beitrag Nr. 752 ()
      Avatar
      schrieb am 19.03.12 08:33:25
      Beitrag Nr. 753 ()
      Avatar
      schrieb am 19.03.12 09:39:17
      Beitrag Nr. 754 ()
      1 Antwort
      Avatar
      schrieb am 19.03.12 12:11:08
      Beitrag Nr. 755 ()
      Antwort auf Beitrag Nr.: 42.921.522 von Jimmbo am 19.03.12 09:39:17geht nicht :confused:
      Avatar
      schrieb am 19.03.12 14:24:30
      Beitrag Nr. 756 ()
      bei cnbc hat wohl CEO von TOTAL erwähnt dass sie in gesprechen mit 4 small companies aus Kurdistan sind.
      Avatar
      schrieb am 19.03.12 15:08:13
      Beitrag Nr. 757 ()
      http://video.cnbc.com/gallery/?video=3000079211
      mal sehen ob das geht. Kann es gerade selber nicht ausprobieren
      Avatar
      schrieb am 19.03.12 15:09:26
      Beitrag Nr. 758 ()
      CEO of Total

      his words on Kurdistan are:

      "We are now more than looking, we are discussing, with (er) small companies who have already-existing assets, on how we could, in a relatively short period of time, enter into Kurdistan"

      he doesn't mention '4' companies at all. he says "small companies", maybe that was just a mis-hearing on original poster's part.

      So now the question is... would you still class GKP as a 'small company'?!

      Read more: http://gkpinvestor.proboards.com/index.cgi?board=investors&a…
      1 Antwort
      Avatar
      schrieb am 19.03.12 16:05:12
      Beitrag Nr. 759 ()
      Antwort auf Beitrag Nr.: 42.923.554 von Jimmbo am 19.03.12 15:09:26 muchas gracias
      Avatar
      schrieb am 19.03.12 20:20:59
      Beitrag Nr. 760 ()
      wo ist eigentlich coxos? ist ja nichts mehr von ihm zu hören
      2 Antworten
      Avatar
      schrieb am 20.03.12 13:46:59
      Beitrag Nr. 761 ()
      Antwort auf Beitrag Nr.: 42.925.484 von Jimmbo am 19.03.12 20:20:59dont worry... wenn was zu sagen ist,wird er schon melden
      1 Antwort
      Avatar
      schrieb am 20.03.12 13:53:06
      Beitrag Nr. 762 ()
      ...naja mehrere explosionen im land :(....da muß man durch...
      Avatar
      schrieb am 20.03.12 21:17:14
      Beitrag Nr. 763 ()
      welche news stehen momentan noch an?
      Avatar
      schrieb am 21.03.12 18:47:39
      Beitrag Nr. 764 ()
      kam gerade raus
      neue präsentation
      beeindruckende zahlen

      http://www.gulfkeystone.com/uploads/investor_presentation_ma…
      Avatar
      schrieb am 23.03.12 19:01:04
      Beitrag Nr. 765 ()
      was war denn das für ein kauf oder verkauf zum schluss?
      Avatar
      schrieb am 26.03.12 15:46:22
      Beitrag Nr. 766 ()
      Das Interesse an der Aktie scheint ja ziemlich abgeflacht zu sein!?

      Grundsätzlich ist doch noch alles vorhanden, ÖL Felder + Übernahmegerüchte.

      Dass eine Übernahme nicht von heute auf morgen geschieht sollte doch allen klar sein!?

      Übersehe ich irgendwas, mal abgesehen von den Steinchen die von der Regierung in den Weg geworfen werden?
      Avatar
      schrieb am 26.03.12 17:31:44
      Beitrag Nr. 767 ()
      Ne, alles gut. ;-)
      Avatar
      schrieb am 27.03.12 14:38:51
      Beitrag Nr. 768 ()
      Na dann warten wir mal auf die nächsten Übernahmenews. :-)
      Avatar
      schrieb am 27.03.12 18:14:41
      Beitrag Nr. 769 ()
      Wird nicht mehr all zu lange dauern bis etwas passiert. Die Direktoren haben sich letzte Woche Aktienpakete im Fall eines Firmenverkaufs (größer 50%) per Beschluss genehmigt. War ja auch öffentlich gemacht worden. (nur hier im Forum nicht).

      Ich denke die sind in die vielleicht laufenden Übernahmeverhandlungen schon letzte Woche mit reinverhandelt da die nachträgliche Genehmigung von der übernehmenden Gesellschaft als Zockerei zu Störungen führen könnte.

      Das geht alles seine Wege...

      Entweder es kommt die Übernahme oder "wir" bauen nächstes Jahr eine Pipeline ;-)
      1 Antwort
      Avatar
      schrieb am 27.03.12 19:52:15
      Beitrag Nr. 770 ()
      Antwort auf Beitrag Nr.: 42.962.476 von weinbaugebiet am 27.03.12 18:14:41aus dem independent forum

      Gulf Keystone bosses' trip to China hints at takeover deal

      da scheint ne uebernahme aus ner anderen ecke als usa zu kommen
      Avatar
      schrieb am 28.03.12 08:48:30
      Beitrag Nr. 771 ()
      thanks für die Infos!

      Wird verraten woher die News stammen? ; )
      Avatar
      schrieb am 28.03.12 10:59:54
      Beitrag Nr. 772 ()
      Antwort auf Beitrag Nr.: 42.928.859 von runn64 am 20.03.12 13:46:59schau mal da

      http://www.independent.co.uk/news/business/news/gulf-keyston…
      Avatar
      schrieb am 28.03.12 12:04:10
      Beitrag Nr. 773 ()
      Thanks, dann heißt es weiterhin abwarten.
      Avatar
      schrieb am 30.03.12 01:49:35
      Beitrag Nr. 774 ()
      hat jemand mitbekommen....den summit der in Bagdad stattfindet
      bei dem 10 führer der arab. welt present sind
      ...womöglich wird nich nur "Syrien" auf der tagesordnung stehen...
      Avatar
      schrieb am 30.03.12 19:03:06
      Beitrag Nr. 775 ()
      sprittkrise in UK.... gesehen :eek:
      Avatar
      schrieb am 01.04.12 12:42:17
      Beitrag Nr. 776 ()
      Wenn die sich jetzt so einigen werden natürlich für die Ölförderung auch die Verträge anerkannt. Damit sind dann schon mal die Rechte sicher. Bin gespannt wann ein Käufer vor der Tür steht...

      BAGHDAD - The Kurdistan Region is set to increase its oil production to 100,000 barrels per day (bpd) after the federal government decided to pay Iraq's dues to the foreign companies operating in the region.

      Furat al-Sharei from the Oil and Energy Commission in the Iraqi Council of Representatives said today that the Erbil government will urge the oil companies operating in the Kurdistan Region to raise their production according to the agreement signed with the Iraqi government after Baghdad pays its dues.

      "The commission is working to end the disputes between Erbil and Baghdad legally in order to organize the export of oil during the next phase in which Iraq seeks to export three million barrels per day," said al-Sharei.

      Iraq's Finance Minister Rafi al-Issawi said in a press conference on the sidelines of the Arab summit in Baghdad that the Iraqi government allocated 650bn IQD ($558m) within the 2012 budget to pay the oil companies operating in the Kurdistan Region.

      The Kurdistan Regional Government (KRG) threatened the federal government on March 26 of stopping its oil exports if Baghdad did not pay the dues of the production companies in the region.

      "The Ministry of Natural Resources has decided to reduce the exports to 50,000 barrels per day, warning that it will stop completely the production within a month in the absence of payments," the KRG said at the time.

      The Iraqi Oil Ministry warned the Kurdistan Region on March 13 about major losses in the state treasury due to the region's decreasing exports. The ministry pointed out that the region was exporting 65,000 bpd and asked it to fulfill its commitment to export 175,000 bpd in line with the 2012 budget.

      The Deputy Prime Minister for Energy Affairs Hussain al-Shahristani revealed in September last year about the decline in crude oil exports from the Kurdistan Region from 150,000 bpd to 50,000 through the Iraqi-Turkish tube.

      Al-Shahristani demanded the contracts in the region to be transparent and not "behind closed doors", stating that the contracts were not submitted to the central government.

      Quelle: http://www.zawya.com/story/ZAWYA20120401052220/
      Avatar
      schrieb am 01.04.12 12:44:07
      Beitrag Nr. 777 ()
      Wenn die sich jetzt so einigen werden natürlich für die Ölförderung auch die Verträge anerkannt. Damit sind dann schon mal die Rechte sicher. Bin gespannt wann ein Käufer vor der Tür steht...

      BAGDAD - Die Region Kurdistan eingestellt, seine Ölproduktion um 100.000 Barrel pro Tag (bpd) zu erhöhen, nachdem die Bundesregierung beschlossen, Irak Abgaben an die ausländischen Unternehmen, die in der Region zu zahlen.

      Furat al-Sharei aus Öl-und Energie-Kommission in der irakischen Rates der Repräsentanten sagte heute, dass die Regierung die Erbil tätigen Ölgesellschaften in der Region Kurdistan zu drängen, ihre Produktion nach den Vereinbarungen mit der irakischen Regierung unterzeichnet heben nach Bagdad zahlt seine Gebühren .

      "Die Kommission arbeitet daran, die Streitpunkte zwischen Erbil und Bagdad rechtlich zu beenden, um den Export von Erdöl in der nächsten Phase, in der Irak versucht zu drei Millionen Barrel pro Tag exportieren zu organisieren", sagte al-Sharei.

      Iraks Finanzminister Rafi al-Issawi sagte in einer Pressekonferenz am Rande der arabischen Gipfel in Bagdad, die irakische Regierung 650bn IQD ($ 558 Millionen) innerhalb der 2012 zugewiesenen Haushaltsmittel, um die Öl-Unternehmen, die in der Region Kurdistan zu bezahlen.

      Die kurdische Regionalregierung (KRG) drohte der Bundesregierung am 26. März zu stoppen seiner Ölexporte, wenn Bagdad nicht zahlte die Gebühren von den Produktionsunternehmen in der Region.

      "Das Ministerium für Naturressourcen hat entschieden, die Exporte auf 50.000 Barrel pro Tag zu reduzieren, warnte, dass es vollständig zu stoppen die Produktion innerhalb eines Monats in der Abwesenheit von Zahlungen", die KRG damals gesagt.

      Die irakische Öl-Ministerium warnte die Region Kurdistan am 13. März über Großschäden in der Staatskasse durch die Region sinkenden Ausfuhren. Das Ministerium wies darauf hin, dass die Region exportiert wurde 65.000 bpd und ihn gebeten, seine Verpflichtung zu 175.000 Barrel pro Tag im Einklang mit dem Budget 2012 exportieren zu erfüllen.

      Der stellvertretende Premierminister für Energie-Angelegenheiten Hussain al-Shahristani zeigte im September letzten Jahres über den Rückgang der Rohöl-Exporte aus der Region Kurdistan von 150.000 bpd zu 50.000 durch den irakisch-türkischen Rohr.

      Al-Schahristani forderte die Verträge in der Region transparent zu sein und nicht "hinter verschlossenen Türen", die besagt, dass die Verträge wurden nicht an die Zentralregierung eingereicht.

      Zitat von weinbaugebiet: BAGHDAD - The Kurdistan Region is set to increase its oil production to 100,000 barrels per day (bpd) after the federal government decided to pay Iraq's dues to the foreign companies operating in the region.

      Furat al-Sharei from the Oil and Energy Commission in the Iraqi Council of Representatives said today that the Erbil government will urge the oil companies operating in the Kurdistan Region to raise their production according to the agreement signed with the Iraqi government after Baghdad pays its dues.

      "The commission is working to end the disputes between Erbil and Baghdad legally in order to organize the export of oil during the next phase in which Iraq seeks to export three million barrels per day," said al-Sharei.

      Iraq's Finance Minister Rafi al-Issawi said in a press conference on the sidelines of the Arab summit in Baghdad that the Iraqi government allocated 650bn IQD ($558m) within the 2012 budget to pay the oil companies operating in the Kurdistan Region.

      The Kurdistan Regional Government (KRG) threatened the federal government on March 26 of stopping its oil exports if Baghdad did not pay the dues of the production companies in the region.

      "The Ministry of Natural Resources has decided to reduce the exports to 50,000 barrels per day, warning that it will stop completely the production within a month in the absence of payments," the KRG said at the time.

      The Iraqi Oil Ministry warned the Kurdistan Region on March 13 about major losses in the state treasury due to the region's decreasing exports. The ministry pointed out that the region was exporting 65,000 bpd and asked it to fulfill its commitment to export 175,000 bpd in line with the 2012 budget.

      The Deputy Prime Minister for Energy Affairs Hussain al-Shahristani revealed in September last year about the decline in crude oil exports from the Kurdistan Region from 150,000 bpd to 50,000 through the Iraqi-Turkish tube.

      Al-Shahristani demanded the contracts in the region to be transparent and not "behind closed doors", stating that the contracts were not submitted to the central government.

      Quelle: http://www.zawya.com/story/ZAWYA20120401052220/
      Avatar
      schrieb am 04.04.12 22:36:11
      Beitrag Nr. 778 ()
      was ist den heute passiert?
      Avatar
      schrieb am 05.04.12 12:31:11
      Beitrag Nr. 779 ()
      Nichts. Abverkauf von Leuten welche nicht warten können oder wollen.
      Avatar
      schrieb am 10.04.12 21:45:47
      Beitrag Nr. 780 ()
      etwas frustrieren das ganze hier
      1 Antwort
      Avatar
      schrieb am 11.04.12 01:25:22
      Beitrag Nr. 781 ()
      Antwort auf Beitrag Nr.: 43.021.650 von Jimmbo am 10.04.12 21:45:47nun.... trotz der fundamentals ist "langer atem" - vorrausetzung

      garantie wird dir keiner geben
      Avatar
      schrieb am 18.04.12 18:58:55
      Beitrag Nr. 782 ()
      Kann mir jemand sagen welche News momentan anstehen? Und wann kann man mit ihnen evtl rechnen?
      1 Antwort
      Avatar
      schrieb am 19.04.12 06:38:53
      Beitrag Nr. 783 ()
      Antwort auf Beitrag Nr.: 43.056.491 von Jimmbo am 18.04.12 18:58:55www.gulfkeystone.com - Presentations.
      Avatar
      schrieb am 23.04.12 08:40:38
      Beitrag Nr. 784 ()
      N E W S !!!!

      RNS Number : 8155B
      Gulf Keystone Petroleum Ltd.
      23 April 2012


      

      Not for release, publication or distribution in or into the United States or jurisdictions other than the United Kingdom and Bermuda where to do so would constitute a contravention of the relevant laws of such jurisdiction.





      23 April 2012



      Gulf Keystone Petroleum Ltd. (AIM: GKP)

      ("Gulf Keystone" or "the Company")



      Shaikan-4 Well Test Achieves 24,000 bopd



      The Company has completed the testing programme for the Shaikan-4 deep appraisal well, drilled 6 km to the west of the Shaikan-1 discovery well in the Kurdistan Region of Iraq.



      The extensive well testing programme commenced in December 2011 after Shaikan-4 had drilled to a total depth ("TD") of 3,387 metres. Preliminary results of the Shaikan-4 drilling operations were a significant contribution to the new data used by Dynamic Global Advisors (DGA), independent Houston-based exploration consultants, to calculate an addition of over 3 billion barrels of gross oil-in-place volumes for the Shaikan discovery announced in November 2011.



      In the course of the Shaikan-4 well testing programme the Company has conducted seven well tests in all target formations in the Triassic (Kurre Chine-A, Kurre Chine-B and Kurre Chine-C), Jurassic (Butmah and Lower and Upper Sargelu) and Cretaceous (Chia Gara). Additionally, the Company has performed an acidization and retest of the Sargelu formation interval as part of the well completion process.



      As a result of the Shaikan-4 well testing programme, the Company has achieved total maximum aggregate flow rates of 24,000 barrels of oil per day ("bopd").



      Following the Company's decision not to test portions of the well that appeared to be high quality oil reservoir on the electric logs, and where proven commercial flow rates had been achieved by testing previous wells on the Shaikan block, most of the tests have been conducted in zones which looked marginal on the well logs.



      Within the total maximum aggregate number of 24,000 bopd, flow rates of about 4,500 bopd have been achieved in a new zone in the Jurassic Upper Sargelu, previously untested by the Company, and producible oil has been established in the Cretaceous Chia Gara for the first time, albeit at relatively low rates (130 bopd).



      Following the conclusion of the Shaikan-4 well testing programme, the well is being completed as a producer and will be tied to the Shaikan-1 and Shaikan-3 Extended Well Test facility.



      The Discoverer-4 rig will move to the drilling location of the Sheikh Adi-2 exploration well, north of the Sheikh Adi-1 exploration well, which is expected to spud in June 2012.

      Gulf Keystone is the Operator of the Shaikan block with a working interest of 75 per cent and is partnered with Kalegran Ltd. (a 100 per cent subsidiary of MOL Hungarian Oil and Gas Plc.) and Texas Keystone Inc., which have working interests of 20 per cent and 5 per cent respectively.



      John Gerstenlauer, Gulf Keystone's Chief Operating Officer commented:



      "Shaikan-4 is our best well drilled to date in the Kurdistan Region of Iraq in terms of the total net pay. These results are particularly impressive because we decided to focus most of our testing on multiple zones of the reservoir, which looked marginal on the well logs. This was done in order to assess the actual log properties required to have a viable producing interval. We have been pleasantly surprised by achieving good flow rates in a new zone in the Upper Sargelu in the Jurassic and finding producible oil in the Chia Gara in the Cretaceous for the first time. In addition, we have more than doubled our initial flow rates in the tested Sargelu interval to over 14,000 bopd following its acidization and retest.



      The total maximum aggregate flow rates of 24,000 bopd are very significant for Gulf Keystone as we look forward to completing our appraisal of this massive structure with the Shaikan-5 and Shaikan-6 wells and gradually increasing our test production volumes from Shaikan to above 10,000 bopd in 2012. Clearly, Shaikan-4 is another important step forward toward achieving our goal of fully realizing the potential of the giant Shaikan discovery."





      Enquiries:



      Gulf Keystone Petroleum


      +44 (0) 20 7514 1400

      Todd Kozel, Executive Chairman and

      Chief Executive Officer



      Ewen Ainsworth, Finance Director







      Strand Hanson Limited


      +44 (0) 20 7409 3494

      Simon Raggett / Rory Murphy / James Harris







      Mirabaud Securities LLP


      +44 (0) 20 7878 3362

      Peter Krens







      Pelham Bell Pottinger


      +44 (0) 20 7861 3232

      Mark Antelme





      or visit: www.gulfkeystone.com

      John Gerstenlauer, the Company's Chief Operating Officer, who has 33 years of relevant experience within the sector and meets the criteria of a qualified person under the AIM note for mining, oil and gas companies, has reviewed and approved the technical information contained in this announcement. Mr. Gerstenlauer is a member of the Society of Petroleum Engineers.



      Notes to Editors:



      § Gulf Keystone Petroleum Ltd. (AIM: GKP) is an independent oil and gas exploration and production company focused on exploration in the Kurdistan Region of Iraq.

      § Gulf Keystone Petroleum International (GKPI) holds Production Sharing Contracts for fourexploration blocks in Kurdistan, including the Shaikan, Sheikh Adi, Ber Bahr and Akri-Bijeel blocks.

      § Shaikan is a major discovery with independently audited gross oil-in-place volumes of between 8 billion barrels to 13.4 billion barrels calculated on the P90 to P10 basis, with a mean value of 10.5 billion barrels.

      § The Company's shares have traded on the AIM market of the London Stock Exchange since listing on 8th September 2004.

      § Gulf Keystone Petroleum Limited is registered in Hamilton, Bermuda with further offices in Erbil, Kurdistan (Iraq), Algiers, Algeria and London, UK.

      § Gross oil-in-place (or petroleum-initially-in-place) is that quantity of petroleum that is estimated, as of a given date, to be contained in known accumulations prior to production. The range of uncertainty of the oil-in-place (petroleum-initially-in-place) volumes is represented by a probability distribution with a low, mid and high provided: P90 represents at least a 90% probability (high) that the quantities determined to be in place will equal or exceed the low estimate; P50 represents at least a 50% probability (mid) that the quantities determined to be in place will equal or exceed the mid estimate; and P10 represents at least a 10% probability (low) that the quantities determined to be in place will equal or exceed the high estimate.





      Not for release, publication or distribution, directly or indirectly, in or into the United States or jurisdictions other than the United Kingdom and Bermuda where to do so would constitute a contravention of the relevant laws of such jurisdiction. This document (and the information contained herein) does not contain or constitute an offer of securities for sale, or solicitation of an offer to purchase securities, in the United States or jurisdictions other than the United Kingdom and Bermuda where to do so would constitute a contravention of the relevant laws of such jurisdiction. The securities referred to herein have not been and will not be registered under the US Securities Act of 1933, as amended (the "Securities Act"), and may not be offered or sold in the United States unless the securities are registered under the Securities Act, or an exemption from the registration requirements of the Securities Act is available. No public offering of the securities will be made in the United States.
      Avatar
      schrieb am 23.04.12 10:32:33
      Beitrag Nr. 785 ()
      und schon fliegt sie wieder:D:D
      Avatar
      schrieb am 08.05.12 00:46:13
      Beitrag Nr. 786 ()
      so...dann wollen wir das grosse schweigen brechen
      denke mjal die prüfung sollte sein und alle die
      noch dabei sind werden am ende die die hasenfuß
      gratulationen erhalten
      Avatar
      schrieb am 08.05.12 17:03:19
      Beitrag Nr. 787 ()
      sieht momentan danach aus dass wir die 180 testen werden. Zumindest wenn wir unter 2 fallen sollten. Warte ab biss dass Volumen deutlich steigt
      Avatar
      schrieb am 09.05.12 09:16:10
      Beitrag Nr. 788 ()
      Gulf Keystone (GKP LN, 214p, ▼ 0.2%) - Full Value Dependent on Kurdistan's access to Export Revenues: There is little doubt that GKP's Shaikan is a world class asset, which we believe will provide further upgrades to the Company's net reserves, as will the other discoveries such as Sheik Ali, that have excellent potential. Add to this the fact that security fears have been overdone, and that the region is a largely trouble free, the outstanding issues relate to access to exports, or more specifically, export revenues. We believe that the risks are limited to timing, and that our target price of 350p (upgraded following this visit) is an adequate reflection of these risks. Consequently, we are reiterating our BUY recommendation.

      Read more: http://www.oilvoice.com/n/FoxDavies_Daily_Monitor_Gulf_Keyst…
      Avatar
      schrieb am 09.05.12 20:07:14
      Beitrag Nr. 789 ()
      Nächstes Kursziel 1,50???? oder Stabilisierung um 1,80. Mal sehen wo wir Ende dieser Woche stehen werden
      Avatar
      schrieb am 10.05.12 11:27:08
      Beitrag Nr. 790 ()
      10 May 2012





      Gulf Keystone Petroleum Ltd. (AIM: GKP)

      ("Gulf Keystone" or "the Company")



      Response to Speculation


      Gulf Keystone notes the continued and unfounded speculation on various bulletin boards and other social media sites regarding an alleged planned placing of the Company's shares at 160p per share.



      Gulf Keystone does not normally comment on such unfounded speculation. However, due to the damaging and misleading nature of these various comments which have been posted on bulletin boards and other social media sites during the past 24 hours, the Company feels it must respond.



      Accordingly, Gulf Keystone is pleased to confirm categorically that it has no current intention of undertaking an institutional fundraising.



      The Company is also pleased to confirm that the process regarding the sale of its 20% stake in the Akri-Bijeel block in the Kurdistan Region of Iraq, is continuing and negotiations are ongoing with several interested bidders. The Company will issue further updates as appropriate.



      The Company is currently taking legal advice with regard to the continued and unfounded speculation on various bulletin boards and other social media sites and will be taking all available legal action to prevent further repetition of similar speculative comments on bulletin boards and other social media sites.



      Todd Kozel, Executive Chairman and Chief Executive Officer, commented:



      "We are working hard to create shareholder value via the continuing 2012/2013 exploration and appraisal programme on our world-class assets in the Kurdistan Region of Iraq. We will not tolerate malicious attempts to damage the Company's reputation and share price. We have instructed the Company's lawyers to use all means necessary to protect our shareholders from this malicious and unfounded attack."
      Avatar
      schrieb am 10.05.12 11:27:44
      Beitrag Nr. 791 ()
      denke gestern war der richtige Zeitpunkt um einzusteigen.
      Avatar
      schrieb am 10.05.12 17:30:39
      Beitrag Nr. 792 ()
      haett ich diesen misttitel nur bei 5 verkauft.....
      Avatar
      schrieb am 10.05.12 19:58:37
      Beitrag Nr. 793 ()
      Immer locker bleiben... Das gleiche hätt ich auch tun können.
      Sei Dir sicher, das MM ist genauso gierig wie alle investierten!

      Abwarten-die Bude wird über den Tisch gehen, früher oder später!
      Avatar
      schrieb am 11.05.12 00:25:57
      Beitrag Nr. 794 ()
      So, bin wieder zurück aus dem kriselnden Portugal.
      Das war mein Arbeitsgerät -Made in Portugal- in der letzten Zeit.


      1 Antwort
      Avatar
      schrieb am 11.05.12 08:30:16
      Beitrag Nr. 795 ()
      NEWS:

      Gulf Keystone Petrol
      Spudding of Bakrman-1 Exploration Well
      RNS Number : 1334D
      Gulf Keystone Petroleum Ltd.
      11 May 2012


      

      Not for release, publication or distribution in or into the United States or jurisdictions other than the United Kingdom and Bermuda where to do so would constitute a contravention of the relevant laws of such jurisdiction.









      11 May 2012



      Gulf Keystone Petroleum Ltd. (AIM: GKP)

      ("Gulf Keystone" or "the Company")



      Kurdistan Operational Update



      Spudding of Bakrman-1 Exploration Well



      Gulf Keystone is pleased to announce that the Bakrman-1 exploration well spudded on the Akri-Bijeel block in the Kurdistan Region of Iraq on 7 May 2012.



      Bakrman-1, the third exploration well to be drilled on the Akri-Bijeel block, is located 32 km to the north-west of the Bijell-1 discovery well and 25 km to the north-west of the Aqra-1 appraisal well, which is currently being drilled to appraise the Bijell discovery.



      The well is part of the operator's extensive exploration and appraisal programme, which also includes the drilling of the Gulak-1 exploration well and three additional appraisal wells (Bijell-2, Qalati-1 and Qandagul-1). Bakrman-1 will target prospective intervals in the Jurassic, with a planned total depth of approximately 3,600 metres in the Lower Jurassic.



      Gulf Keystone has a 20 per cent working interest in the Akri-Bijeel block, operated by Kalegran Ltd., a 100 per cent subsidiary of MOL Hungarian Oil and Gas Plc., which holds an 80 per cent working interest in the block. The operator's P50 resource estimate for the Bijell discovery is 2.4 billion barrels of oil-in-place, while the ongoing 2012/13 exploration and appraisal programme is targeting existing and identified hydrocarbon prospects in the Akri-Bijeel block.





      Enquiries:



      Gulf Keystone Petroleum


      +44 (0) 20 7514 1400

      Todd Kozel, Executive Chairman and

      Chief Executive Officer



      Ewen Ainsworth, Finance Director







      Strand Hanson Limited


      +44 (0) 20 7409 3494

      Simon Raggett / Rory Murphy / James Harris







      Mirabaud Securities LLP


      +44 (0) 20 7878 3362

      Peter Krens







      Pelham Bell Pottinger


      +44 (0) 20 7861 3232

      Mark Antelme





      or visit: www.gulfkeystone.com

      John Gerstenlauer, the Company's Chief Operating Officer, who has 33 years of relevant experience within the sector and meets the criteria of a qualified person under the AIM note for mining, oil and gas companies, has reviewed and approved the technical information contained in this announcement. Mr. Gerstenlauer is a member of the Society of Petroleum Engineers.



      Notes to Editors:



      § Gulf Keystone Petroleum Ltd. (AIM: GKP) is an independent oil and gas exploration and production company focused on exploration in the Kurdistan Region of Iraq.

      § Gulf Keystone Petroleum Limited is registered in Hamilton, Bermuda with further offices in Erbil, Kurdistan (Iraq), Algiers, Algeria and London, UK.

      § Gulf Keystone Petroleum International (GKPI) holds Production Sharing Contracts for fourexploration blocks in Kurdistan, including the Shaikan, Sheikh Adi, Ber Bahr and Akri-Bijeel blocks.

      § Shaikan is a major discovery with independently audited gross oil-in-place volumes of between 8 billion barrels to 13.4 billion barrels calculated on the P90 to P10 basis, with a mean value of 10.5 billion barrels.

      § The Company's shares have traded on the AIM market of the London Stock Exchange since listing on 8th September 2004.



      § Gross oil-in-place (or petroleum-initially-in-place) is that quantity of petroleum that is estimated, as of a given date, to be contained in known accumulations prior to production. The range of uncertainty of the oil-in-place (petroleum-initially-in-place) volumes is represented by a probability distribution with a low, mid and high provided: P90 represents at least a 90% probability (high) that the quantities determined to be in place will equal or exceed the low estimate; P50 represents at least a 50% probability (mid) that the quantities determined to be in place will equal or exceed the mid estimate; and P10 represents at least a 10% probability (low) that the quantities determined to be in place will equal or exceed the high estimate.





      Not for release, publication or distribution, directly or indirectly, in or into the United States or jurisdictions other than the United Kingdom and Bermuda where to do so would constitute a contravention of the relevant laws of such jurisdiction. This document (and the information contained herein) does not contain or constitute an offer of securities for sale, or solicitation of an offer to purchase securities, in the United States or jurisdictions other than the United Kingdom and Bermuda where to do so would constitute a contravention of the relevant laws of such jurisdiction. The securities referred to herein have not been and will not be registered under the US Securities Act of 1933, as amended (the "Securities Act"), and may not be offered or sold in the United States unless the securities are registered under the Securities Act, or an exemption from the registration requirements of the Securities Act is available. No public offering of the securities will be made in the United States.
      Avatar
      schrieb am 11.05.12 08:40:43
      Beitrag Nr. 796 ()
      Ist das nicht schön. Ich freue mich. Der Erfolg ist mit den tüchtigen.
      Avatar
      schrieb am 11.05.12 10:55:54
      Beitrag Nr. 797 ()
      Antwort auf Beitrag Nr.: 43.150.313 von Coxos am 11.05.12 00:25:57:kiss: @ coxos

      kaum bist du wieder da, lööft es auch wieder rund - muss ich mich da über was wundern??

      Also bitte nicht in krisenländern surfen gehen, sondern mal ein paar jahre hier bleiben - natürlich nur wg. der kursentwicklung.

      gruss mbent
      Avatar
      schrieb am 11.05.12 11:17:22
      Beitrag Nr. 798 ()
      die börse bzgl rohstoffwerte erinnert stark an 2008
      da viel alles ins bodenlose
      die welt stand vor dem untergang
      2009, 10 und anfang 2011 stiegen dann viele werte wieder nahezu senkrecht
      ich glaube
      das wird sich wiederholen
      frage ist nur
      wo ist der ausgangspunkt
      Avatar
      schrieb am 11.05.12 11:43:04
      Beitrag Nr. 799 ()
      oh, -v + f = fiel
      Avatar
      schrieb am 17.05.12 13:38:55
      Beitrag Nr. 800 ()
      Courtesy of Alphavillany:

      http://ftalphaville.ft.com/blog/2012/05/17/1004591/markets-l…

      Seymour seem more balanced than most on GKP:

      "Our recent second site visit to Kurdistan confirms our long held view that
      Shaikan is a world class asset, with additional scope for resource
      upgrades across the portfolio. However, what was new was the
      clarification that GKP is now moving into large scale modular
      development, potentially targeting 100,000bbl/d.
      2012/13 drilling campaign – resource base upgrades expected
      The company has several key appraisal and exploration wells drilling currently. GKP
      has typically updated its CPR on the back of drilling results and we anticipate this to
      occur again this year.
      Moving into development – scaling up staff and operations
      GKP is now focussed on development via extended well test production from the
      Shaikan field. Consequently, the company is recruiting and changing office space to
      meet this development goal. The capex for a 20,000bbl/d capacity EWT facility is
      c.$25m and domestic pricing is now in the range of $40-50/bbl.
      Resolution on the oil law not expected, but payments for exports could return
      The proposed new oil law appears to be no closer to being brought into effect.
      However, the increasing number of large scale discoveries is putting pressure on the
      oil export issue as well as re-instating payments for production.
      Valuation and recommendation
      What we saw during the site visit confirmed our previous valuation assumptions. We
      have updated our production profile for 2011 and have subsequently reduced our
      target price to 520p (from 524p). However, we do flag that we expect to see resource
      upgrades following successful drilling as the next key opportunity to unlock further
      value from the assets. We continue coverage with a Buy recommendation and target
      price of 520p. "
      Avatar
      schrieb am 18.05.12 08:08:33
      Beitrag Nr. 801 ()
      By Ben Lando and Ben Van Heuvelen of Iraq Oil Report
      Published May 18, 2012


      Subscription


      http://www.iraqoilreport.com/oil/production-exports/krg-buil…

      In the ongoing oil struggle between Iraq's central government and the semi-autonomous Kurdistan region, one of Baghdad's trump cards has been the control of export pipelines – but that could soon change.

      Construction has begun on the first phase of a pipeline which, within two years, will send crude directly from Kurdistan's oil fields to a Kurdish-controlled oil depot station four kilometers from the Turkish border.

      "Hopefully within a year or so, we'll have a pipeline built to capture ...
      Avatar
      schrieb am 18.05.12 08:18:35
      Beitrag Nr. 802 ()
      Aus der heutigen NR von Genel:

      Ber Bahr 1

      Ber Bahr 1, in the Ber Bahr licence area, has reached its total depth of 3,930 metres and a well testing programme has commenced. Results are expected at the end of the second quarter.

      http://www.iii.co.uk/investment/detail?code=cotn:GENL.L&disp…
      Avatar
      schrieb am 20.05.12 13:24:20
      Beitrag Nr. 803 ()
      Sehr positive Entwicklung. Diese News dürfte kursrelevant werden.

      http://af.reuters.com/article/energyOilNews/idAFL5E8GK2WS201…

      UPDATE 1-Iraqi Kurdistan to push ahead with oil export plan

      Sun May 20, 2012 10:49am GMT


      ARBIL, Iraq May 20 (Reuters) - Iraq's autonomous Kurdistan region said on Sunday it expects to start exporting its crude oil production along a new pipeline to the Turkish border by August 2013, defying Baghad in a long-running dispute over who should control the country's oil exports.

      The Kurdistan region, which has its own government and armed forces, has already clashed with Iraq's central government and halted its oil exports in April after accusing Baghdad of not remitting payments due.

      "In August 2013 we will be able to directly export crude from the Kurdish region's fields," Hawrami said at an oil conference in Kurdistan on Sunday. "We will be responsible for exporting oil. It will still be Iraqi oil."

      Baghdad says only the central government's oil authorities have the right to control oil exports, and dismisses contracts signed with the Kurdistan Regional Government as illegal, while the KRG says it has the right to develop its own oil fields.

      Hawrami said once direct exports begin Kurdistan would take the 17 percent of revenues the region is allowed from Iraq's national budget and pass the rest to the federal government.

      The minister said the first stage of the pipeline would be completed by October this year to carry crude from the Taq Taq oilfield. The second phase would connect to the Kirkuk-Ceyhan pipeline with a capacity of 1 million barrels per day by August next year.

      He said Kurdistan was also developing plans to build a separate pipeline that could connect to a refinery in Turkey's Ceyhan port by 2014.

      The oil dispute between Baghdad and Kurdish capital Arbil is part of a broader political crisis in Iraq, where a fragile government amoung Shi'ite, Sunni and Kurdish blocs is struggling to overcome deep splits over power-sharing.

      Last month Kurdistan halted crude exports because it said Baghdad was not fulfilling agreements to pay foreign oil companies working in the region, worsening the conflict between the ethnic Kurdish and mainly Iraqi Arab central government over regional autonomy, disputed territories and oil rights. (Reporting by Ahmed Rasheed; Writing by Patrick Markey; Editing by Greg Mahlich)
      Avatar
      schrieb am 20.05.12 13:38:34
      Beitrag Nr. 804 ()
      Auf der Seite 4 der letzten Corporate Presentation von Westrnzagros sieht man den Verlauf der geplanten Pipelines.


      http://www.westernzagros.com/investors/documents/2012MayWZRC…
      Avatar
      schrieb am 20.05.12 13:39:06
      Beitrag Nr. 805 ()
      Hawrami said once direct exports begin Kurdistan would take the 17 percent of revenues the region is allowed from Iraq's national budget and pass the rest to the federal government.
      :laugh:
      den spiess einfach umgedreht
      genial
      Avatar
      schrieb am 21.05.12 12:35:29
      Beitrag Nr. 806 ()
      Sind jetzt die Risiken noch vorhanden? Denn wie es aussieht wird doch eine externe Pipline über Turkey gebaut.
      Avatar
      schrieb am 23.05.12 21:21:42
      Beitrag Nr. 807 ()
      Avatar
      schrieb am 25.05.12 09:25:16
      Beitrag Nr. 808 ()
      NR von heute Morgen:

      Kurdistan Operational Update


      Spudding of Sheikh Adi-2 Exploration Well

      Gulf Keystone is pleased to announce that the Sheikh Adi-2 exploration well spudded on the Sheikh Adi block in the Kurdistan Region of Iraq. The Sheikh Adi block is located immediately to the west of the Company's Shaikan block, which is a major discovery.

      Sheikh Adi-2, the second exploration well on the block, is being drilled 1.45 km to the north of the Sheikh Adi-1 exploration well, which was drilled to a total depth ("TD") of 3,800 metres in August 2011. Based on the Sheikh Adi-1 well log results from the Cretaceous, Jurassic and the upper Triassic formations, gross oil-in-place resources of 1 billion to 3 billion barrels (P90 to P10 estimates) with a mean estimate of 1.9 billion barrels were assigned to the western part of the Sheikh Adi field by Dynamic Global Advisors, the independent Houston-based exploration consultants.

      Sheikh Adi-2 will target prospective intervals in the Jurassic formation and has a planned TD of approximately 2,450 metres. The well is being drilled in the northern part of the Sheikh Adi structure with the Discoverer-4 rig, which had previously drilled the Shaikan-4 appraisal well. Based on detailed analysis of 215 km² of 3D data, which was fully processed in November 2011, this part of the structure appears to be more tightly folded and therefore the Board believes that it is more likely to have a well-developed system of natural fractures.

      Gulf Keystone is the Operator of the Sheikh Adi block with an 80 per cent working interest, while the Kurdistan Regional Government has a 20 per cent carried interest.

      John Gerstenlauer, Gulf Keystone's Chief Operating Officer commented:


      "Sheikh Adi-2 is a significant addition to our extremely active 2012/2013 drilling programme in the Kurdistan Region of Iraq. To date, we have completed or are currently drilling 13 exploration and appraisal wells across the four blocks in the region in which we have interest. The location for this well has been carefully selected and we believe that with Sheikh Adi-2 we are targeting a section of the reservoir which is potentially more naturally fractured and much more similar to the Shaikan discovery. Our present goal is to prove up the impressive preliminary resource estimates for the Sheikh Adi block of 1 to 3 billion barrels of gross oil-in-place (P90 to P10 estimates), which were assigned by Dynamic Global Advisors as a result of the Sheikh Adi-1 drilling. In the future, this well will benefit from its proximity to the available infrastructure on the adjacent Shaikan block."



      http://www.iii.co.uk/investment/detail?code=cotn:GKP.L&displ…
      Avatar
      schrieb am 26.05.12 12:00:05
      Beitrag Nr. 809 ()
      Der nächste Major!

      Statoil eyes Kurdistan entry

      Steve Marshall

      25 May 2012 10:01 GMT


      Statoil is looking at possible opportunities in Kurdistan as the Norwegian state oil company prepares to pull the plug on its participation in the West Qurna 2 project in Iraq, its exploration chief has revealed.

      “We are watching Kurdistan very closely and believe it has high potential,” executive vice president for exploration Tim Dodson told a company seminar this week.

      Statoil is in the process of transferring its 18.75% stake in West Qurna 2 to Russian operator Lukoil, with the disposal set to be completed later this month.

      Dodson said Statoil is exiting the project as “we did not see any upside with the agreement” and also disclosed that the company had pulled out of Iraq’s latest licensing round, where it had been pre-qualified to bid.

      “The decision was due to the fiscal terms that were being offered, not the resources under the ground,” he explained.

      Iraq has faced criticism from international oil companies over the high level of government take on production, as well as fiscal terms, in technical service contracts being offered by the Baghdad government, which has tried to make the deals more attractive in the new round.

      There is also a high level of uncertainty over such deals due to ongoing wrangling in parliament over passage of a hydrocarbon law that is necessary to provide political security for investments.

      By contrast, players entering Iraq’s semi-autonomous region of Kurdistan are able to sign more lucrative production sharing contracts, although they have incurred the wrath of Baghdad, which claims such deals are illegal.

      Dodson said Kurdistan has “completely different terms and conditions”.

      However, if Statoil does decide to enter Kurdistan, it could in future risk the same fate as US supermajor ExxonMobil, which has seen the door slammed in its face by Iraq and was excluded from the round after signing exploration deals with the Kurdistan Regional Government.

      http://www.upstreamonline.com/incoming/article1248157.ece
      Avatar
      schrieb am 28.05.12 10:34:17
      Beitrag Nr. 810 ()
      Avatar
      schrieb am 28.05.12 11:22:52
      Beitrag Nr. 811 ()
      Präsentation der heutigen Analysten-Konferenz anläßlich der Ergebnisse 2011:

      http://www.gulfkeystone.com/uploads/2011_results_presentatio…
      Avatar
      schrieb am 29.05.12 08:43:49
      Beitrag Nr. 812 ()
      Wenn ich die letzte RNS richtig verstehe sind die Bohrungen an Shaikan abgeschlossen und man wrtetnur noch auf die BE. Und wenn die da sind kann eine resource up´date stattfinden(hoffe 15-20 billion). Habe ich dass richtig verstanden?
      1 Antwort
      Avatar
      schrieb am 29.05.12 19:00:18
      Beitrag Nr. 813 ()
      Antwort auf Beitrag Nr.: 43.219.490 von Jimmbo am 29.05.12 08:43:49Ja:


      Shaikan-5 and -6 appraisal wells, which will complete the appraisal programme of the Shaikan field, are currently being tested after reaching TD in May 2012
      Avatar
      schrieb am 29.05.12 21:44:58
      Beitrag Nr. 814 ()
      nach dem oip update steht also shaikan zum verkauf. Denke danach sollten sich einige IOC´s zu Wort melden
      Avatar
      schrieb am 15.06.12 10:41:11
      Beitrag Nr. 815 ()
      Kurdistan's department of foreign relations attends fifth international petroleum forum
      http://www.aknews.com/en/aknews/2/312253/

      Meiner Info nach war zum ersten Mal ein kurdischer Offizieller bei einer OPEC Veranstaltung dabei.

      Ich interpretier das als gutes Zeichen, wenn die Kurden bei der OPEC "mitmischen". Evtl. kann die OPEC der irakischen Regierung gut zureden, dass die sich endlich mal mit den Kurden einigen über das nat. Ölgesetz einigen.

      Der Kurs ist dzt. exakt dort, bevor das mit der Exxon Übernahme-Spekulation begann. :(
      Avatar
      schrieb am 24.06.12 12:57:28
      Beitrag Nr. 816 ()
      Hallo erstmal,

      ich habe heute mal einen schönen Bericht gefunden und mal den Taschenrechner aufgrund der ausgewiesenen Zahlen gezückt.

      Gulf Keystone Petroleum (LON:GKP) shares gained just over 2 per cent today as investors focused on the group’s plans to develop the giant Shaikan oil field.

      This morning Gulf Keystone told investors that its development plan envisages production of up to 40,000 barrels a day as soon as next year.

      Shaikan is already producing oil via its extended well test facilities – currently tied to the Shaikan 1 and Shaikan 3 wells. And the development plan will see the group build upon this capacity, ultimately to the 400,000 barrel a day level.

      In 2011, Gulf Keystone produced and sold just over 200,000 barrels of oil. Under its contractual arrangements with the Kurdistan authorities GKP’s net entitlement production totalled 166,000 barrels, up from around 30,000 in the prior year.

      And the oil was sold at an average of US$41.61 a barrel, which increased from US$26.78 a barrel in the year before. The company says this test production shows it can realise revenues from Shaikan, and it also provides valuable technical, commercial and marketing information for the future.

      The Shaikan field is currently believed to contain between 8 and 13.4 billion barrels of oil (mean estimate: 10.5 billion). However chief executive Todd Kozel believes the scale of Shaikan could continue to grow.

      “We believe the existing numbers for the Shaikan discovery remain conservative and look forward to completing the appraisal programme and targeting Shaikan's untapped resources,” Kozel said today.

      “As 2012 looks set to be another fantastic year for the company, we look forward to reporting further operational success as we achieve our goal of developing our world class acreage.”

      Gulf Keystone says the development of this world class asset remains the group’s operational focus.

      “During 2012, we will complete the appraisal programme of the Shaikan field, explore deep untapped resources of this structure and prepare to move to the first phase of the large-scale development in 2013,” the company said in this morning’s 2011 results statement.

      “Prior to that we will complete the preparation of the Shaikan Field Development Plan and submit it for approval to the Ministry of Natural Resources of the Kurdistan Regional Government.”

      Analysts at Fox Davies however say the value of the Shaikan asset will not be fully reflected in the GKP share price until an oil export route is operational, as the domestic Kurdistan market would be too small to support the group’s plan for the full development.

      The City broker says this is one remaining risk and it relates to timing. That said the broker’s 350p price target, some 75 per cent higher than the current price, ‘adequately reflects’ this risk.

      “Kurdistan is locked in long struggle with Iraqi government over the right to control and export its natural resources.

      “Under this backdrop, the recent agreement between Kurdistan and Turkey to build new oil and gas pipeline and commence oil and gas trade is a landmark development given Baghdad consent was not taken. The proposed oil and gas pipeline will open up alternate monetization option for the Kurdish oil and gas reserves.”

      Elsewhere Seymour Pierce analyst Dougie Youngson repeated his ‘buy’ recommendation of the stock with a more bullish 520p a share target.

      He told clients that today’s results statement presented few surprises and said ‘the company continues to make good progress at Shaikan’.

      In the past twelve months Gulf Keystone completed two major upgrades to the field’s oil-in-place numbers, adding a total of 6 billion barrels to its previous estimates.

      This came as a result of the group’s successful appraisal drilling. The programme is still ongoing and results continue to impress. Indeed in recent months Gulf Keystone released the findings of the Shaikan 4 well which it described as the ‘best to date’ and shortly after Shaikan 6 confirmed the deepest oil find on the field so far.

      Appraisal and exploration work also continues on the group’s other assets in Kurdistan with venture partner Genel currently drilling a well on the Ber Bahr block, and a separate drilling programme is underway on the Sheikh Adi block.

      Meanwhile it is continuing its efforts to sell a 20 per cent stake in the Akri-Bijeel block. Today the firm said that talks are ongoing with several interested bidders.

      Quelle: http://www.proactiveinvestors.co.uk/companies/news/43405/gul…

      Wenn ich daraus also mal entnehme das in 2011 nach Abzug für die Regierung 166.000 Barrel zu je 41,61 USDollar im Schnitt verkauft wurden sind das mal Einnahmen von 6.907.260.

      Jetzt soll die Produktion im nächsten Schritt 40.000 Barrel und im maximum bei 400.000 Barrel pro Tag angesetzt werden...
      Das wären dann Einnamen von 455.629.500 USD bzw. im maximum 4.556.295.000 USD p.a. (Alles mit 75 % und 41,61 USD gerechnet)

      Bei Reserven von ca. 10.500.000.000 Barrel (bei 41,61 Doller 436.905.000.000 Dollar) evtl. mehr.
      Aktuell 876,181,620 Aktien. 100.000.000 sollen bei der Hauptversammlung genehmigt werden.
      Bedeutet einen ÖL-Umsatz pro Aktie von min 0,47 USD bzw. 4,67 USD.
      Ich schätze, wenn die Expolaration vorbei ist bleiben 75-85 % als Profit hängen. Die durchschnittlichen Explorationskosten bewegen sich aufgrund dem einfachen Glände in dem Gebiet bei ca. 7-12 Dollar pro Barrel)

      Wäre also aktuell ein KGV von 5,68 bzw. 0,58. Ich würde sagen.. in der Mitte liegt die Wahrheit. ca. 2,5

      Da sind die 1.824.030.000 Euro Marktkapitalisierung ein Witz...
      Selbst 8 Mrd Dollar für eine Übernahme kann man hier getrost ausschlagen...

      Was meint Ihr... Hab ich ich verrechnet?
      Avatar
      schrieb am 01.07.12 20:02:49
      Beitrag Nr. 817 ()
      Hallo,
      ich möchte hierzu meine bescheidene Meinung abgeben:

      bei der Reservenberechnung von Shaikan komme ich bei 75%-Anteil auf
      327,68Mrd.US$ (nicht 436,9Mrd.US$).
      Hinzu kommen noch die Reservenanteile der drei anderen Explorations-
      gebiete.Sollte es tatsächlich zu einer Übernahme kommen,dann dürfte
      der Übernahmepreis je höher liegen,je weiter die einzelnen Ölfelder
      entwickelt sind.Bei Heritage-Oil in Uganda z.B.lag der Übernahmepreis
      bei ca.2,5US$/Barrel(Ölfelder nur exploriert und nicht entwickelt).
      Ich rechne aus heutiger Sicht mit einem Übernahmepreis von 30Mrd.US$
      (nur meine Meinung!).

      Durch den geplanten Öl-und Gaspipelinebau von Kurdistan zur Türkei
      dürfte ein gewisser politischer Druck auf die Zentralregierung in
      Bagdad bezüglich Ölgesetz entstehen.Ich glaube nicht,daß Bagdad
      sich die Kontrolle über den Verkauf des kurdischen Öls nehmen
      lassen will.
      Die Einigung beim Ölgesetz ist und bleibt m.E. der Schlüssel!

      Gruß Falke7
      Avatar
      schrieb am 04.07.12 07:29:29
      Beitrag Nr. 818 ()
      A New Update On GuIf Keystone’s Ground Breaking Shaikan Discovery In Iraqi Kurdistan Brings Further Good News

      http://oilbarrel.com/news/a-new-update-on-guif-keystones-gro…
      Avatar
      schrieb am 19.07.12 08:12:02
      Beitrag Nr. 819 ()
      19 July 2012


      http://www.iii.co.uk/investment/detail?code=cotn:GKP.L&displ…

      Gulf Keystone Petroleum Ltd. (AIM: GKP)

      ("Gulf Keystone" or "the Company")


      Shaikan Discovery: P90 volumes increase from 8 billion barrels to 12.4 billion barrels

      Today Gulf Keystone will hold the Company's Annual General Meeting ("AGM") in line with the Notice of the 2012 AGM dated 22 June 2012.

      Prior to today's AGM, Gulf Keystone Petroleum Ltd. is pleased to announce another major upgrade of the gross oil-in-place volumes for the Shaikan field in the Kurdistan Region of Iraq.



      The revised gross oil-in-place volumes for the Shaikan field, as calculated by Dynamic Global Advisors (DGA), independent, Houston-based exploration consultants, are a P90 value of 12.4 billion barrels to a P10 value of 15 billion barrels of oil-in-place, with a mean value of 13.7 billion barrels.



      This very significant upgrade of the Shaikan resources estimates revises the previously announced range of 8.0 to 13.4 billion barrels of gross oil-in-place with a mean value of 10.5 billion barrels.



      This upgrade is based on the data acquired since the last resource evaluation of the Shaikan discovery by DGA issued in November 2011 and is the fourth successive upward revision by DGA since the Shaikan discovery was announced in August 2009.



      DGA's conclusions are based on the new data acquired as a result of:



      · Daily geological reports, lithlogs, mud logs, well logs, well tests and core reports for the Shaikan-5 and -6 appraisal wells, including logs and cores samples obtained with the Shaikan-6 well indicating the deepest oil shows recorded by the Company to date.

      · Re-mapping and re-interpretation of the Shaikan reservoir horizons, including the Cretaceous Sarmord and Chia Gara formations, the Jurassic Sargelu, Alan, Mus and Butmah formations, the Triassic Baluti formation and the A, B and C members of the Kurra Chine formation, using the latest results of the 3D seismic data interpretation applied to the Shaikan-2, -4, -5 and -6 appraisal wells.

      · Net pay mapping for 10 reservoir intervals across the Shaikan anticline.

      · Updated data from the Shaikan-1 discovery well and Shaikan-2, -3, -4, -5 and -6 appraisal wells, which now includes volumes from the Cretaceous Chia Gara and the Triassic Baluti formations.



      This upgrade represents a much tighter distribution of the Shaikan gross oil-in-place volumes, with the P90 value having increased by 4.4 billion barrels.



      It indicates a narrowing gap between the P90 and P10 values, currently standing at 2.6 billion barrels of gross oil-in-place, which is a firm confirmation of the progress made in the understanding of the dimensions of the giant Shaikan field.



      DGA's updated estimates also indicate an increase in the mean value of Shaikan's associated gross gas-in-place volumes from 3.5 trillion cubic feet to 4.9 trillion cubic feet.



      This report marks the completion of the appraisal programme of the Shaikan field and will be followed by the submission of a Declaration of Commerciality by the Company to the Ministry of Natural Resources of the Kurdistan Regional Government, under the terms of the Production Sharing Contract regarding the Shaikan block. This Declaration of Commerciality will be followed by the submission of an Appraisal Report within two months.

      Gulf Keystone is the Operator of the Shaikan block with a working interest of 75 per cent and is partnered with Kalegran Ltd. (a 100 per cent subsidiary of MOL Hungarian Oil and Gas Plc.) and Texas Keystone Inc., which have working interests of 20 per cent and 5 per cent respectively. Texas Keystone Inc. holds its interest in trust for Gulf Keystone, pending transfer of its interest to the Company.

      John Gerstenlauer, Gulf Keystone's Chief Operating Officer, commented:



      "Sometimes people get complacent about our operational track record. This latest upgrade, which now includes results from the Shaikan discovery well and five appraisal wells, is a timely reminder about Gulf Keystone's stellar drilling performance in the Kurdistan Region of Iraq.



      In the space of six months, Shaikan's P90 estimate has increased by 4.4 billion barrels of gross oil-in-place, just one billion barrels short of the previous P10 estimate in November 2011. Such results are rarely heard of in the industry today and we are still to explore the deeper Triassic and Permian horizons with the Shaikan-7 exploration well and account for the potential oil volumes in the Cretaceous to the north of the field.



      This success is both a function of the field, which is a giant by any measure, and of the team we have in place, both on the ground and in the Company's offices, which is progressing the move from the appraisal phase to the large-scale staged 400,000+ barrels of oil per day development. As exploration and development activities in the region continue to go from strength to strength, more and bigger players are beginning to see the potential of the region, and Shaikan undoubtedly remains the jewel in the crown."

      At today's AGM the Company will give shareholders an overview Investor Presentation which will not contain any new material information pertaining to the Company's operations and activities. The accompanying presentation slides will be available on the Company's website at www.gulfkeystone.com at approximately 1pm UK time.
      Avatar
      schrieb am 20.07.12 17:42:16
      Beitrag Nr. 820 ()
      Die Präsentaton zum gestrigen AGM in Paris:

      http://www.gulfkeystone.com/uploads/2012agminvestorpresentat…
      Avatar
      schrieb am 20.07.12 17:46:07
      Beitrag Nr. 821 ()
      Annual Report and Accounts 2011:

      http://www.gulfkeystone.com/uploads/ar2012.pdf
      Avatar
      schrieb am 21.07.12 12:45:40
      Beitrag Nr. 822 ()
      guter bericht der leute von der hv

      Avatar
      schrieb am 22.07.12 22:21:13
      Beitrag Nr. 823 ()
      Da muß ich Dir zustimmen; sehe ich ebenso!
      Avatar
      schrieb am 24.07.12 08:23:23
      Beitrag Nr. 824 ()
      Mal was zum träumen...

      Wenn man die CNOOC / Nexen Übernahme heranzieht und das Fördervolumen mit 250.000 Barrel ansetzt... (400.000 sind ja geplant) ...
      wäre Gulf Keystone damit rund 52.083.333,33 Dollar wert...

      Einfach weiter so...
      1 Antwort
      Avatar
      schrieb am 24.07.12 08:29:50
      Beitrag Nr. 825 ()
      Antwort auf Beitrag Nr.: 43.416.620 von weinbaugebiet am 24.07.12 08:23:23Ein paar 3er vergessen...

      52.083.333.333,33 Wert
      Avatar
      schrieb am 24.07.12 12:01:15
      Beitrag Nr. 826 ()
      Zum Thema "Bewertung" gab es gestern einen redaktionellen Beitrag in Seeking Alpha (betrifft nur Shaikan):

      http://seekingalpha.com/article/739961-gulf-keystone-petrole…

      Gulf Keystone Petroleum: What Is The 14 Billion Barrel Shaikan Field Worth?

      July 23, 2012
      Gulf Keystone Petroleum (GUKYF.PK) (GFKSY.PK) is a UK company exploring for oil in the Kurdistan region of Iraq. Gulf Keystone's main exchange is London and they are listed there under GKP.

      Long story short, in 2009, GKP discovered a massive field in the Shaikan PSC block of Kurdistan. Current estimates for OOIP are around 14 billion barrels with recoverable amounts of 2.25 billion barrels. You can read more about the field here.

      I think there is a lot of misinformation on what exactly GKP owns. In the following paragraphs, I will explain how much oil GKP has at Shaikan due to the terms of the Production Sharing Contract (PSC) and also try to estimate what Shaikan is worth:

      Slide 6 of their most recent presentation shows recoverable oil in Shaikan of 2250 million barrels. The PSC is laid out here on slide 8. The Kurdistan Regional Government (KRG) takes 10% off the top for royalty. Of the remaining 90%, 40% of this is allocated for the contractors to recover costs. The remaining 60% is the profit oil. Of this 60%, the contractors portion is determined by an R factor which is based on the contractors revenues divided by costs. The most they can receive of this 60% is 30% and the minimum is 15%.

      Let's work in gross terms for now (all numbers are in millions). From above we have 2250 recoverable oil in Shaikan. Take off 10% for KRG royalty and we are down to 2025. The cost recovery oil is 40% of this which is 810 leaving 1215 for profit oil. The contractors maximum claim to the profit oil is 30% which is 365.

      So far, the maximum the contractors have claim to is 810 barrels of cost recovery oil and 365 profit oil. In 2010, the PSC was amended and a Capacity Building Bonus was added that is 40% of the contractors profit oil. This leaves the contractors with 60% of the maximum profit oil which is 219.

      In total, the contractors can count 1029 barrels of oil as reserves down to a possible low of 919 by using the lowest possible percentage of profit oil. GKP's diluted WI is 54.3% in the Shaikan block. So in total, on the high side, 559 million barrels are net to GKP and the low side is 499 million barrels.

      Obviously it is the KRG who wins with these PSCs, however, the companies have to agree to them to be able to explore the blocks. The actual net reserves (559 MMbbls) GKP will have is around 46% of their WI barrels (2250 * 54.3%= 1222 MMbbls). It seems incredibly low, but this is typical of these types of contracts and the Shaikan PSC is actually much better than what Genel (GEGYF.PK) has on the Taq Taq block. Genel is only netting out around 22% of their WI reserves.

      On the net worth side of these reserves, we can also look to Genel for some NPV values on Kurdistan reserves. According to the Genel website (Taq Taq and Tawke), Genel is valuing the finds at around $30/bbl NPV10. Applying this same valuation to Shaikan would value GKP's 559 million barrels at $16.77 billion. Current GKP market cap is around a paltry $3 billion. That is tremendous upside on Shaikan alone. GKP has many other assets along with Shaikan, including deeper targets below Shaikan.

      On the flip side, there are also many other things that have kept the valuation of the company down: the lawsuit with Excalibur, the lack of export capacity, the inability of Kurdistan and Iraq to agree on the oil and gas law, and just plain old political instability.

      The lawsuit with Excalibur seems like a shakedown that I am confident GKP will win. Excalibur has been asked to reveal who is backing them monetarily and I doubt they will do that so I believe the case will be dismissed.

      The lack of export capacity is going to be changed with a pipeline to Turkish ports that should be completed in late 2013. The instability of the region is, no doubt, a huge overhang. The recent entries of Chevron (CVX) and ExxonMobil (XOM) to Kurdistan should bring a little bit of calm to the region. The Iraqi government has already been dealt a huge blow in their last lease offering by placing a clause in the leases saying the contractors could not work with the Kurds. This was almost universally shunned and the sale was woefully undersubscribed.

      GKP has found massive amounts of oil at Shaikan and still has other assets to explore and appraise. As the aforementioned roadblocks slowly disappear, I would expect the share price to rise dramatically to bring more value to Shaikan. A 5x rise from here would not be out of the question. Watch for a takeover of GKP as well. XOM, CVX, or even another major would certainly love to get a piece of the massive reserves at Shaikan.

      Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
      Avatar
      schrieb am 24.07.12 12:03:55
      Beitrag Nr. 827 ()
      Hier eine weitere Bewertung von Dalesmann (postet unter iii):

      http://dalesmann.com/dalesman-a-valuation-based-on-todays-rn…
      1 Antwort
      Avatar
      schrieb am 24.07.12 12:44:21
      Beitrag Nr. 828 ()
      Und zum guten Schluss gibt es auch noch einen Nav Calculator für GKP:

      http://www.navcalculator.com/GKP_NAV.php
      Avatar
      schrieb am 24.07.12 12:45:12
      Beitrag Nr. 829 ()
      Antwort auf Beitrag Nr.: 43.417.484 von gabbo62 am 24.07.12 12:03:55tja ja
      aber waehrend nexen 50 prozent explodiert kackt unser titel um 10 prozent gestern und heute nochmals um 5 prozent ab
      gurkenaktie
      Avatar
      schrieb am 24.07.12 13:09:47
      Beitrag Nr. 830 ()
      gnuldi,
      am Schluss wird abgerechnet.
      1 Antwort
      Avatar
      schrieb am 24.07.12 13:20:20
      Beitrag Nr. 831 ()
      Antwort auf Beitrag Nr.: 43.417.692 von gabbo62 am 24.07.12 13:09:47es dauert halt immer soooooo lange bis schluss ist
      Avatar
      schrieb am 10.08.12 08:20:59
      Beitrag Nr. 832 ()
      Ein wichtiger Meilenstein: Shaikan Block deklariert als "Commercial Discovery"

      Iraq: Gulf Keystone Petroleum submits Shaikan Declaration of Commercial Discovery

      10 Aug 2012
      Gulf Keystone has announced that Gulf Keystone Petroleum International (Operator), Kalegran and Texas Keystone, collectively being the Contractor under the Production Sharing Contract relating to the Shaikan Block in the Kurdistan Region of Iraq dated 6 November 2007 (PSC), have submitted a Declaration of Commercial Discovery with effect from 1 August 2012 to the Shaikan Block Management Committee under Clause 12.6 (a) of the PSC.

      The Contractor intends to submit its Field Development Plan to the Shaikan Block Management Committee within 180 days following the submission of the Declaration of Commercial Discovery.

      Todd Kozel, Gulf Keystone's Executive Chairman and Chief Executive Officer commented: 'Declaration of Commercial Discovery is an important milestone for Gulf Keystone. It marks the completion of the Shaikan appraisal programme and the move to the development of this world class discovery. Preparation of the Shaikan Field Development Plan is already well underway, which we look forward to submitting within the next 180 days.'

      http://www.energy-pedia.com/news/iraq/new-151362
      Avatar
      schrieb am 23.08.12 23:53:35
      Beitrag Nr. 833 ()
      Hallo Gulf Keystone Gemeinde,

      seid ihr der Meinung, dass für den Einstieg erstmal den Bügerkrieg und Syrien abwarten sollte (Bildung eines möglichen Kurdenstaates), sowie den möglichen Irankrieg?

      Den m.M.n. drückt zweiteres sicher den Aktienkurs...

      Viele Grüße
      aurum-potentia-est
      Avatar
      schrieb am 24.08.12 08:09:39
      Beitrag Nr. 834 ()
      Dann wartest du möglicherweise bis zum St. Nimmerleinstag!

      Gerade in den letzten Monaten ist viel in Kurdistan passiert.
      Total, Chevron, Gazprom sind neu dabei und ein paar Teilakquisationen waren auch dabei. Ich denke da an Genel vor ein paar Tagen.
      Firmen sind also durchaus aktiv (trotz der Bombenstimmung die dort in der Umgebung herrscht. Ich behaupte das war dort immer so und wird immer so sein.)

      Im Oktober ist die Gerichtsverhandlung mit Excalibur.
      http://www.google.at/url?q=http://www.proactiveinvestors.co.…

      Imho ist das der Grund warum der Kurs von GKP nicht in die Gänge kommt.

      Das O&G Law zwischen Erbil und Bagdad wird wohl nie kommen. Durch den Bau einer neuen Pipeline von Kurdistan nach Türkei ist das (gottseidank) nicht mehr so wichtig.

      Eine Strategie wäre zB jetzt mit einer 1.Position rein, dann den Prozess abwarten und egal wie er ausgeht dann nochmal kaufen.
      Geht er gut für GKP aus: Kommt anschließend Übernahmeangebot oder Kurs steigt langfristig weiter nach oben.
      Geht er schlecht für GKP aus: Wird Kurs nach unten übertreiben und man kommt billig rein. Kurs sollte dann wieder steigen.
      Avatar
      schrieb am 24.08.12 11:04:27
      Beitrag Nr. 835 ()
      Fange gerade erst an, mich bei GKP einzulesen.

      Dass die Rechtsunsicherheit eine starke Kursbremse ist, ist nachvollziehbar. Allerdings ist es doch so, dass die derzeit auch kein Öl exportieren dürfen, da die Autonome Region kurdistan und die irakische Zentralregierung noch über die Einnahmenverteilung streiten.
      Avatar
      schrieb am 05.09.12 16:38:48
      Beitrag Nr. 836 ()
      http://blogs.telegraph.co.uk/finance/ambroseevans-pritchard/…
      • Saudi Arabia Could be an Oil Importer by ~2030 — Saudi Arabia is the world’s largest oil producer (11.1mbpd) & exporter (7.7mbpd). It also consumes 25% of its production. Energy consumption per capita exceeds that of most industrial nations. Oil & its derivatives account for ~50% of Saudi’s electricity production, used mostly (>50%) for residential use. Peak power demand is growing by ~8%/yr. Our analysis shows that if nothing changes Saudi may have no available oil for export by 2030.
      • It Already Consumes All Its Gas Production — Saudi Arabia produces 9.6bn ft3/day of natural gas. This is entirely consumed domestically. It is looking to raise gas production to 15.5bn ft3/day by 2015E, implying a 2011-15E CAGR of 12.7%. However, peak power demand is growing at almost 8% pa. We believe Saudi Arabia will need to find new sources to meet residential & industrial demand.
      1 Antwort
      Avatar
      schrieb am 05.09.12 18:33:08
      Beitrag Nr. 837 ()
      Antwort auf Beitrag Nr.: 43.571.940 von Coxos am 05.09.12 16:38:48@coxos
      freu mich, dass du mal wieder schreibst! meistens gings dann wieder aufwärts.
      Avatar
      schrieb am 08.09.12 13:11:15
      Beitrag Nr. 838 ()
      Öl-Produktion in der Nordsee fällt auf 30-Jahrestief

      Die Produktion von Öl in der Nordsee ist auf dem niedrigsten Stand seit 30 Jahren. Einer Studie zufolge wurden im vergangenen Jahr in der Nordsee 124 Millionen Tonnen Öl gefördert. "Das bedeutet im Vergleich zum Jahr 1996 eine Halbierung der Förderungsmenge", sagte der Direktor des Internationalen Wirtschaftsforums für Regenerative Energien, Norbert Allnoch, am Samstag in Münster. Damals seien noch rund 258 Millionen Tonnen Öl gefördert worden - seitdem befinde sich die Produktion von Nordsee-Öl im Abwärtstrend, der sich beschleunige. 2011 lag die Öl-Förderung laut der Studie auf dem Niveau von 1982.
      Mehr zum Thema
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      Ölkatastrophe im Golf von Mexiko USA wollen BP wegen "Deepwater Horizon"-Desaster bluten lassen
      Hurrikan "Isaac" wirbelt Ölpreis umher
      Mehr zu: Großbritannien, Nordsee, Norwegen, Rohöl, Öl
      "In zehn Jahren wird die Öl-Produktion in der Nordsee wahrscheinlich bedeutungslos sein", prognostizierte Allnoch. Weder neue Fördertechniken noch die wenigen bisher unerschlossenen Ölfelder könnten diesen Trend umkehren. Dies bestätigte auch Harald Andruleit von der Bundesanstalt für Geowissenschaften und Rohstoffe: "Es handelt sich hierbei um einen natürlichen Förderabfall. Zwar ist es nicht völlig ausgeschlossen, noch größere Ölfelder in der Nordsee zu finden - aber bei den Tausenden von Bohrungen, die dort bereits durchgeführt worden sind, wäre das schon eine große Überraschung."
      Für Deutschland bedeutet dies, dass mit Großbritannien und Norwegen zwei der wichtigsten Rohöl-Lieferanten langfristig ausfallen werden. "Damit wird unsere Abhängigkeit von Öl aus nicht so politisch-stabilen Ländern außerhalb der EU steigen", sagte Allnoch. Die deutsche Produktion von Erdöl kann die Ausfälle nicht ausgleichen. Derzeit macht sie nach Angaben von RWE Dea, das für Deutschland nach Öl sucht, nur rund drei Prozent des jährlichen Rohöl-Bedarfs in Deutschland aus.
      Die Hälfte des deutschen Öls stammt aus der Nordsee. Die Menge soll aber steigen. "Wir und unsere Experten sind zuversichtlich und haben große Hoffnung, dass die vier Probebohrungen, die wir demnächst dort durchführen werden, erfolgreich sind", sagte Unternehmenssprecher Derek Mösche. Man hoffe, dort noch bis auf 20 Millionen Tonnen Öl zu treffen
      Avatar
      schrieb am 08.09.12 13:20:41
      Beitrag Nr. 839 ()
      Die Korrektur der Übertreibungsphase dürfte abgearbeitet sein. Sieht für mich nach Wiederaufnahme des Aufwärtstrendes aus. Ausschläge nach oben nicht ausgeschlossen :D

      Nächster Widerstand bei ca. 2,50 GBP.

      Ich bleibe drin.
      Avatar
      schrieb am 08.09.12 16:06:58
      Beitrag Nr. 840 ()
      Die Karte "öl aus Kurdistan" könnte man auch über Gel Energy (GEL) spielen. Wo sehr ihr die Vorteile von GFK gegenüber GEL?
      Avatar
      schrieb am 15.09.12 09:53:13
      Beitrag Nr. 841 ()
      was für ein ritt

      Avatar
      schrieb am 18.09.12 20:43:58
      Beitrag Nr. 842 ()
      Hier haben einige wohl die heutige Nachricht noch nicht registriert.
      Macht nichts. Das Teil dürfte den gleichen "Ritt" nochmal machen, wie im ersten Quartal diesen Jahres. Ob man jetzt bei 3 Euro einsteigt oder bei 3,30 dürfte ziemlich egal sein.
      1 Antwort
      Avatar
      schrieb am 19.09.12 09:15:39
      Beitrag Nr. 843 ()
      Antwort auf Beitrag Nr.: 43.618.380 von moneyscheffler am 18.09.12 20:43:58Du sprichst in Rätseln ;)

      Welche Nachricht denn?
      Avatar
      schrieb am 19.09.12 18:41:33
      Beitrag Nr. 844 ()
      schau mal auf iii bzw. lse !
      Musst aber ganz schön weit zurücklesen.
      Irak-Kurdistan-"Lösung".
      Das Teil steigt nicht ohne Grund.
      Avatar
      schrieb am 02.12.12 10:24:57
      Beitrag Nr. 845 ()
      URL:

      http://www.spiegel.de/wirtschaft/unternehmen/oelkonzern-bei-…

      SPIEGEL ONLINE
      02. Dezember 2012, 09:47 Uhr
      Energie
      Bei Exxon wird das Öl knapp

      Von Tom Fowler, Wall Street Journal Deutschland

      Wie soll die Weltwirtschaft in den kommenden Jahren an ihren wichtigsten Treibstoff gelangen? Am Beispiel des Branchenriesen Exxon zeigt sich: Die Erschließung neuer Ölquellen wird immer teurer und riskanter.

      Auf einer bewaldeten Ebene in der kanadischen Provinz Alberta werden im kommenden Monat riesige Bagger damit beginnen, Tonnen an ölreichem Sand auf dreistöckige Kipplaster zu schippen. Die Laster werden den Sand dann in die 11 Milliarden US-Dollar teure Ölsand-Verarbeitungsanlage Kearl bringen, die das begehrte kanadische Rohöl heraussieben und den amerikanischen Energiekonzern Exxon noch viele Jahrzehnte lang mit bis zu 170.000 Barrel Öl pro Tag versorgen wird.

      Der nach Marktwert weltgrößte börsennotierte Ölkonzern setzt auf Kearl und 20 weitere neue Projekte, um seine rückläufige Öl- und Gasförderung wieder anzukurbeln. Die Produktion war im vergangenen Quartal auf den tiefsten Stand seit drei Jahren gesunken. Exxon-Aktien legten in diesem Jahr bislang zwar 3,9 Prozent zu und schlossen am Mittwoch an der New Yorker Börse bei 88,10 Dollar, sie handeln aber kaum verändert im Vergleich zu ihrem Kurs vor fünf Jahren.

      Exxon Mobil geht davon aus, dass die neuen Projekte die tägliche Ölproduktion um bis zu 800.000 Barrel steigern könnten. Das wären rund 22 Prozent der aktuellen Tagesförderung. Einige Analysten sind jedoch skeptisch, ob die Flut an Projekten - von Indonesien und Papua Neu-Guinea bis zu der Tiefsee vor Westafrika - bis 2014 wie erwartet ihre Produktion aufnimmt. "Verzögerungen sind die Regel, nicht die Ausnahmen, in dieser Branche", sagt Fadel Gheit, Analyst bei Oppenheimer & Co.

      Analysten der UBS prognostizieren Exxon im laufenden Jahr einen Rückgang der Produktion um 5,7 Prozent. Das ist deutlich mehr als für die Wettbewerber erwartet wird. Bei Chevron rechnen die Marktbeobachter mit einem Minus von 2,9 Prozent, bei BP mit minus 2,7 Prozent und bei Royal Dutch Shell mit einem Rückgang um 2,2 Prozent.

      Die Steigerung der Ölproduktion ist für Energiekonzerne wie Exxon zu einem Schreckgespenst geworden, denn große Ölfelder in leicht zugänglichen Regionen werden immer knapper und staatlich kontrollierte Konzerne aus Ländern wie Russland und China gehen in dem Konkurrenzkampf immer aggressiver vor. Sie geben ihr Geld großzügig aus, um westliche Firmen in Bieterverfahren für die besten Projekte auszustechen.

      Generell sinkt die Förderung bestehender Ölfelder

      Ein weiteres Hindernis für Produktionswachstum ist die Erschöpfung bestehender Ölfelder. Laut Analysten sinkt ihre Förderung generell um 5 bis 7 Prozent pro Jahr.

      Exxon wollte sich nicht zu Risiken im Zusammenhang mit der Inbetriebnahme bestimmter Projekte äußern. In Gesprächen mit Analysten und Investoren hatten Konzernvertreter betont, es gehe nicht darum, die Produktion über Nacht zu erhöhen oder auf Kosten der Profitabilität. Stattdessen wolle Exxon auf große Projekte setzen, die langfristig beträchtliche Gewinne erwirtschaften.

      Um Verzögerungen müssten sich Investoren eher keine Sorgen machen, findet Lysle Brinker, Leiter der Energieaktien-Analyse bei IHS-CERA. Exxon habe in der Vergangenheit große Projekte ohne größere Überschreitungen des Budgets oder Zeitplans fertiggestellt. "Sie wären die Ersten, die einräumen würden, dass es nicht immer so glatt geht, aber Exxon hat einen besseren Ruf als die Meisten, wenn es um die Einhaltung von Fristen geht", sagte er.

      Die Ausgaben für die Exploration neuer Quellen und die Förderung hat der US-Konzern kräftig gesteigert. Bis 2016 will Exxon dafür 37 Milliarden Dollar pro Jahr ausgeben, 2009 waren es noch weniger als 20 Milliarden.

      Vor der Küste Angolas erhofft sich Exxon zusätzliche Produktion aus der Erweiterung des Kizomba-Projektes. Das besteht aus mehreren Tiefsee-Ölquellen, die zu den ersten entdeckten des westafrikanischen Landes gehören. Exxon ist mit 40 Prozent an Kizomba beteiligt und dürfte damit von der angepeilten Produktion 40.000 Barrel pro Tag erhalten.
      In Indonesien soll ein Offshore-Projekt mit dem Namen Banyu Urip ab Ende 2014 rund 165.000 Barrel pro Tag produzieren. Davon gehen etwa 75.000 Barrel an die mit 45 Prozent beteiligte Exxon.
      In Papua Neu-Guinea schließlich soll ein Flüssiggas-Projekt bis zu 26.600 Kubikmeter Gas - das entspricht etwa 166.000 Barrel Öl - ab 2014 nach China und andere asiatische Märkte exportieren. Das Unternehmen erweist sich allerdings als kostspieliger als erwartet. Exxon musste die erwarteten Projektkosten in diesem Monat um ein gutes Fünftel auf 19 Milliarden Dollar erhöhen und führte dies auf Änderungen bei Wechselkursen und Verzögerungen durch den Stillstand der Arbeiten zurück.
      Der Hauptteil des erwarteten Produktionswachstums bis Ende 2014 - nämlich 37 Prozent - soll jedoch aus kanadischen Ölsand-Projekten wie Kearl kommen. An dem Projekt wird seit 2009 gearbeitet. Allerdings sind Ölsandvorkommen in abgelegenen Gegenden zu finden, ihre Erschließung erfordert deshalb viele Arbeiter und Milliarden Dollar an Kapital. Zudem behindert die begrenzte Pipeline-Kapazität die Belieferung von Kunden außerhalb Kanadas. Die geplante Erweiterung Keystone XL der bestehenden Keystone-Pipeline soll Abhilfe schaffen. Mit einem Durchmesser von nahezu einem Meter und damit einem Transportvolumen von ca. 700.000 Barrel täglich soll sie das Rohöl bis nach Texas führen und Raffinerien am Golf von Mexiko beliefern. Das Projekt ist jedoch umstritten.

      Selbst wenn alle neuen Projekte wie erwartet ihren Betrieb aufnehmen, käme ihre gesamte Produktion nicht an das Volumen heran, dass Exxon durch den möglichen Ausstieg aus einem noch im Entstehen begriffenen Projekt im Südirak entgehen würde. Das irakische Projekt hätte den Energiekonzern ab 2016 mit bis zu 1,6 Millionen Barrel pro Tag beliefert.

      Trotz all dieser Herausforderungen wetten einige Analysten nur ungern gegen Exxon. Sie gehen davon aus, dass Investitionen wie das Kearl-Projekt und die jüngste Übernahme der Anteile von Denbury Resources am Bakken Schieferöl-Feld in und um North Dakota für 1,6 Milliarden Dollar die Trendwende des Konzerns unterstützen.

      Das kommende Jahr dürfte für Exxon besser werden, sagt denn auch Raymond James. Der Analyst bei Pavel Molchanov rechnet mit einem Wachstum der Konzernproduktion um 3 Prozent.

      Originalartikel auf Wall Street Journal Deutschland



      © SPIEGEL ONLINE 2012
      Alle Rechte vorbehalten
      Vervielfältigung nur mit Genehmigung der SPIEGELnet GmbH
      Avatar
      schrieb am 13.12.12 18:51:53
      Beitrag Nr. 846 ()
      Weiß jemand wann der Prozess enden soll/wird? Und wie beurteilt Ihr den bisherigen verlauf vor Gericht?
      Avatar
      schrieb am 03.01.13 09:11:32
      Beitrag Nr. 847 ()
      die Aktie verliert ständig an Wert. Gibt es Gründe ?????
      Avatar
      schrieb am 03.01.13 10:21:54
      Beitrag Nr. 848 ()
      Ja, zu 90% das anstehende Gerichtsurteil.

      Solange der Prozess läuft veröffentlicht GKP kaum Fortschritte (Bohrungen, Ressourcenerweiterung, ...) weil sie sowieso "untergehen" im alles überdeckenden Gercihtsprozess.

      Außerdem ist GKP ein Übernahme-Play. Exxon oder Co. werden kein Geld in die Hand nehmen, solange der Prozess läuft.

      Lt Artikel soll im Jänner das Urteil fallen ...

      http://www.telegraph.co.uk/finance/markets/marketreport/9768…

      Gulf Keystone Petroleum jumped 12¾ – almost 8pc – to 176¾p. One trader suggested the gain could be down to rumours that the High Court is about to throw out a legal claim by Excalibur Ventures that it is entitled to as much as 30pc in Gulf Keystone's assets in the Kurdistan region of northern Iraq. The case began in October and is due to reach a conclusion in January.
      Avatar
      schrieb am 11.01.13 19:05:55
      Beitrag Nr. 849 ()
      FoxDavies Daily Monitor - Gulf Keystone Petroleum
      Wednesday, January 09, 2013



      Gulf Keystone Petroleum (GKP LN, 182.8p, ▶ 0.00%) (BUY, 350p) - Kurdistan - A Small Step for the Oil Sector, a Giant Leap for Kurdistan: Genel has today disclosed that it has started to ship crude into turkey, admittedly in small quantities. While the amount is small, what it does do is clearly demonstrate that the Kurdistan is keeping to its timetable of permitting exports independently of Baghdad. The volumes may be small, but this is a significant step forward, and paves the way for the wholesale export of crude in the next 12 to 18 months. We believe that this is excellent news for the region, as well as the players within it. On the back of this news, we are reiterating our BUY Recommendation and 350p Target Price for Gulf.

      Frohes neues noch Gemeinde!
      Gruss
      S6
      Avatar
      schrieb am 11.01.13 19:20:19
      Beitrag Nr. 850 ()
      The 2013 Outlook for Gulf Keystone Petroleum
      By Roland Head | More Articles | Save For Later
      January 7, 2013 | Comments (0)
      LONDON -- Shareholders in Kurdistan-focused oil explorer Gulf Keystone Petroleum (LSE: GKP ) had a roller-coaster ride in 2012, after the company's share price peaked at 465 pence in February before plunging down to a low of 139 pence.
      This crazy spike was the result of unfounded takeover rumors, but there's no doubting that the firm has a world-class oil asset in its Shaikan field and should soon become a serious takeover target, or a major independent producer.
      I think that 2013 could be the year that Gulf Keystone starts to fulfill its true investment potential, as several major road blocks are likely to be cleared from the company's path.
      1. Legal dramas
      Gulf Keystone is currently locked in a legal dispute with a small company called Excalibur Ventures, which had an early role in Gulf Keystone's introduction to Kurdistan. Excalibur is claiming that an agreement dating back to 2006 entitles it to a 30% share of Gulf Keystone's subsequent discoveries.
      This court case is expected to conclude this month and courtroom reports suggest that Excalibur is likely to leave empty-handed.
      For Gulf Keystone, winning this case will remove an obstacle to any takeover bid and could even pave the way for a move to the FTSE 250, which would give it greater exposure to large institutional investors.
      2. Local politics
      The second big problem that has faced the company is a ban on oil exports caused by contractual disputes between the Kurdistan Regional Government and Iraq's central government.
      Some progress has been made in recent months and exports have recently started flowing from the region once more. Plans to build a new pipeline to increase export capacity are also under way.
      3. Too big to ignore
      Kurdistan has an estimated 45 billion barrels of oil, and most of the companies involved in exploring the region have had some success -- but despite this, Gulf Keystone's Shaikan asset remains the biggest. Shaikan contains an estimated 14 billion barrels of oil in place and Gulf Keystone owns 51% of it, as well as operating the field.
      Assuming that 25% of that oil can be recovered, that equates to just 90 pence per barrel at Gulf Keystone's current £1.6 billion market capitalization.
      It would be surprising if Chevron, ExxonMobil, or Total -- all of whom are now operating in Kurdistan -- were not tempted to make an offer for Shaikan, especially given that production costs are likely to be low in comparison to deep-sea oil fields.
      Is Gulf Keystone a buy?
      Of course, whether Gulf Keystone's likely courtroom victory, cheap oil and growing political support now combine to make this share a buy or a sell remains your decision.
      In fact, if Gulf Keystone is already in your portfolio, you may wish to click here and read the Fool's exclusive oil and gas report to help you determine whether you should take any further action.
      The free report explains the factors you need to consider -- and the risks you might encounter -- when evaluating oil and gas explorers.

      Gruss
      S6
      Avatar
      schrieb am 11.01.13 19:28:12
      Beitrag Nr. 851 ()
      Mahlzeit,
      wehe dem es kommt soweit...:D:D:D!
      Hope the best!:cool:

      Gruss
      S6
      Avatar
      schrieb am 11.01.13 21:35:12
      Beitrag Nr. 852 ()
      scheint wieder anzusprigen
      Avatar
      schrieb am 12.01.13 18:08:11
      Beitrag Nr. 853 ()
      bin immer noch dabei
      im juni werden es schon 4 jahre
      wie die zeit vergeht
      Avatar
      schrieb am 22.02.13 23:11:21
      Beitrag Nr. 854 ()
      Gulf Keystone Petroleum Announces Another Oil Discovery

      By Stuart Watson | More Articles
      February 20, 2013 | Comments (0)


      LONDON -- 2013 will indeed be a busy year for Gulf Keystone Petroleum (LSE: GKP ) . While most of the action is taking place on its Shaikan block, work continues elsewhere in Kuridistan, too.

      Good news
      This morning, Gulf Keystone announced it had made a second discovery on the Akri-Bijeel Block, in which it has a 20% interest. The Bakrman-1 well has produced 2,616 barrels of light oil per day, and 5.86 million cubic feet of gas. Testing is ongoing, and is expected to be completed in April.

      This discovery was made 32km north west of the first discovery in this area, Bijell-1, which was made in 2010. Bijell-1 will be the subject of an extended well test, with first production expected in May.

      Bad news
      However, drilling to appraise the immediate area around Bijell-1 is not going quite as well. Gulf Keystone also said today that Bijell-3 is to be plugged and abandoned, as no commercial flows were found after a series of seven tests. The company is continuing with its appraisal program of this prospect, though. Bijell-7 spudded in December, and four further appraisal wells are planned this year.

      Another nearby well, Gulak-1, is to be suspended after minor inflows of hydrocarbons were found in a series of five tests.

      Back to the main game
      Gulf Keystone also provided an update on its development plans for Shaikan today. The first production facility is nearing completion. It will be tied to three wells, and is designed to produce 20,000 barrels a day.

      In a few months' time, a second production facility, with the same capacity, will be tied to two more wells, and one that is about to be drilled.

      The mixed bag of news saw Gulf Keystone's shares jump a little in early trading, but then pare their gains to 2% by around 9am.

      For our take on how to make the most of the exciting opportunities on offer in the oil and gas industry right now, download our report on "How to Unearth Oil and Gas Shares." It's free to download and yours to keep.

      Gruss
      S6
      Avatar
      schrieb am 23.04.13 18:44:06
      Beitrag Nr. 855 ()
      warum sinkt die Aktie immer weiter? Gibt es Gründe ?
      Avatar
      schrieb am 23.04.13 19:26:18
      Beitrag Nr. 856 ()
      schlechtes Marktumfeld, warten auf das Ergebnis des Gerichts im Streitfall mit Excalibur, unser Chairman Tod Kozel der gerade jetzt 10 Mio shares verkauft - stärjt nicht gerade das vertrauen oder ....

      Such dir was aus ....

      ich bleib aber drin ...
      Avatar
      schrieb am 05.06.13 17:53:04
      Beitrag Nr. 857 ()
      Hallo,

      weiß jemand von den "Noch-Investierten" wann mit einer Gerichts-
      entscheidung bezüglich Excalibur zu rechnen ist?

      MfG Falke7
      1 Antwort
      Avatar
      schrieb am 12.07.13 21:46:56
      Beitrag Nr. 858 ()
      Gulf Keystone Spuds Shaikan-10 Well in Iraq
      by  Gulf Keystone Petroleum Ltd.|Press Release|Thursday, July 11, 2013






      Gulf Keystone, an independent exploration and production operator in Kurdistan, Iraq, announced that the company has commenced its development drilling program with the spudding of Shaikan-10. In parallel, production operations from the newly commissioned Shaikan production facility (PF-1) are scheduled to commence shortly.

      Shaikan-10 to launch aggressive development drilling campaign
      Shaikan-10, the company's first development well, spud July 5, launching a development drilling campaign as part of the approved phased development of the Shaikan field, which Gulf Keystone operates. The well is being drilled with the Weatherford 842 rig, which previously drilled Shaikan-8, also part of the agreed phased development. This rig also drilled the Shaikan-1 discovery well in 2009 and the Bijell-1 discovery well in 2010.

      Shaikan-10 will be followed by a minimum 3-rig development and production drilling program, which will commence in early 2014.

      Shaikan-10 is intended to become a production well and is to be tied to the second Shaikan production facility (PF-2), which is currently under construction. Analogous to PF-1, it is of modular design and its production capacity will be of 20,000 barrels of oil per day (bopd). Shaikan-2 and -5, already completed as production wells, will also be tied to PF-2.

      PF-1, which has now been completed and commissioned, when combined with PF-2 later in the year, will allow the company to achieve its immediate short-term production target of 40,000 bopd.

      Commenting on the announcement, John Gerstenlauer, chief operating officer, said:

      "It is a recognized fact that Gulf Keystone has done outstanding work during the exploration phase and we continue targeting significant exploration upside of the Shaikan field with Shaikan-7, which is currently being drilled.

      Our next immediate target is to complete the company's transition from an exploration to a key producer in the Kurdistan Region in 2013. The spudding of Shaikan-10 is yet another step in the right direction.

      The implementation of our Field Development Plan has started and we will shortly commence production from one of the world's largest onshore conventional oil and gas developments. Focusing on our production milestones agreed with the Ministry of Natural Resources, we are working hard to get to 40,000 bopd of Shaikan production from PF-1 and PF-2, and then to progress to 150,000 bopd within 3 years and 250,000 bopd within 5 years."
      Avatar
      schrieb am 12.07.13 22:57:12
      Beitrag Nr. 859 ()
      Antwort auf Beitrag Nr.: 44.793.035 von Falke7 am 05.06.13 17:53:04bis 23. august oder am 23.
      ansonsten top leistung vom managment
      in 4,5 jahren von 1. bohrung auf 40.000 bopd
      Avatar
      schrieb am 18.07.13 22:47:17
      Beitrag Nr. 860 ()
      By By Mark Kleinman, City Editor
      A former executive at BHP Billiton, the world's biggest mining group, is being lined up to help break the bitter impasse between Gulf Keystone Petroleum, the London-listed oil explorer, and some of its biggest shareholders.

      Sky News understands that Philip Aiken, who left BHP in 2006 after nine years running its petroleum and energy businesses, is being courted by Gulf Keystone directors in a bid to fend off reforms proposed by two major institutional investors.

      Mr Aiken, a respected boardroom figure who chairs Aveva Group, the engineering data company, and sits on the board of National Grid, is understood to have been offered a role as a non-executive director at the Kurdistan-focused oil company.

      As a non-executive director of Kazakhmys, the Kazakh mining company, Mr Aiken is accustomed to working with companies which have had governance concerns raised against them by independent shareholders.

      It is unclear whether Mr Aiken will agree to join the board of Gulf Keystone, which has also approached Andrew Simon, a director at Travis Perkins, the builders' merchant.

      The approach to Mr Aiken comes amid a fractious battle in the Gulf Keystone boardroom, where M&G Investments and Capital Research Global Investors are attempting to install a quartet of new directors amid concerns about pay and governance at the company.

      Talks between Gulf Keystone's new chairman, Simon Murray, and the investors are understood to have continued this week and there were signs on Wednesday evening that a compromise deal could be reached.

      Under one scenario being discussed. Jeremy Asher, a former Gulf Keystone director who quit after relations became acrimonious with Todd Kozel, its chief executive, would rejoin the board, but M&G’s other three candidates would be withdrawn.

      It is unclear, however, whether there is sufficient time ahead of this month's annual meeting for that to happen and whether M&G or Mr Kozel would accept such a deal.

      Unless an agreement can be reached, some shareholders are leaning towards voting against Mr Murray, the former chairman of commodities trader Glencore, which would be unusual given that he was himself only appointed to the role at Gulf Keystone on July 4.

      In a statement issued last weekend, M&G expressed its dismay at Gulf Keystone's handling of the situation.

      "M&G is not seeking representation on the board of GKP, nor has any wish to interfere with its operations. But we do want the election of truly independent non-executive directors who will represent the interests of all shareholders.

      "We are not asking for any special relationship with the four candidates: our aim is purely to strengthen corporate governance at GKP," the fund manager said in a statement.

      The rebel shareholders are believed to be supported by a group of Malaysian investors and are confident that they will have sufficient backing to secure the election of their nominees.

      Insiders said the shareholders were furious at a suggestion by Gulf Keystone that Mr Asher had been snubbed by the Kurdistan Regional Government.

      Investors have long been unhappy with governance and pay at Gulf Keystone, which specialises in exploring for oil in Kurdistan but which has seen its share price fall sharply during the last year.

      Mr Kozel has been a divisive figure at the helm of the company. People familiar with the situation said that his ex-wife, Ashley, was likely to use her roughly 17 million shares to vote against the company at the AGM.

      Gulf Keystone is one of the most controversially-governed companies on London's junior AIM market and scrutiny by shareholders has been intensified by the apparent intention to move its listing to the main market.

      Mr Kozel's £8.8m award for 2012 actually represented a sharp decline on his pay in the previous year, which topped $22.2m (£14.4m).

      Mr Kozel has sought to defend his remuneration by arguing that Gulf Keystone has delivered more than £1bn of value to shareholders and a return of more than 4000% since the company's listing.

      An ally of his said recently that the chairman's pay reflected an "overall balanced mix of remuneration and reflects exceptional performance for the year and confidence in future cash flows".

      However, Gulf Keystone's shares have fallen sharply from highs triggered by takeover speculation, while it has also been embroiled in legal action brought by a former adviser which has claimed it is owed roughly £1bn in compensation.

      Gulf Keystone declined to comment.

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      Avatar
      schrieb am 26.07.13 00:10:11
      Beitrag Nr. 861 ()
      Thursday 25 July, 2013
      Gulf Keystone Petrol
      2013 AGM Results and Directorate Change
      RNS Number : 1972K
      Gulf Keystone Petroleum Ltd.
      25 July 2013
       
      
      Not for release, publication or distribution in or into the United States or jurisdictions other than the United Kingdom and Bermuda where to do so would constitute a contravention of the relevant laws of such jurisdiction.
       
       
      25 July 2013
       
       
       
      Gulf Keystone Petroleum Ltd. (AIM: GKP)
      ("Gulf Keystone" or "the Company")
       
      Results of 2013 Annual General Meeting and Directorate Change
       
       
      The Board of Gulf Keystone, a leading independent E&P operator in the Kurdistan Region of Iraq, is pleased to announce that all the resolutions proposed at the Company's Annual General Meeting ("AGM") held today at 12pm in Bermuda, were duly passed by shareholders.
       
      Resolutions 2.2 and 2.3, relating to the re-appointment of Messrs Mehdi Varzi and Ali Al-Qabandi as Directors of the Company, were withdrawn by the Chairman as they had advised the Company on 20 July 2013 that they had withdrawn their consent to be considered for re-election as directors of the Company. Accordingly, Mr Mehdi Varzi retired by rotation, in accordance with the Company's Bye-laws, with effect from the close of the AGM, after having served as a Non-Executive Director for over five years and Mr Ali al-Qabandi retired by rotation, in accordance with the Company's Bye-laws, with effect from the close of the AGM, after having served as a Director for six years.
       
      Further to the passing of Resolutions 2.4, 2.5, 2.6 and 2.7, Messrs Jeremy Benjamin Gerald Asher, Thomas Counter Shull, John Bell and Philip Anthony Dimmock have been elected to the Board and will take up their positions as Non-Executive Directors of the Company once the AIM mandated due diligence process is complete within the next few weeks. A further announcement will be made at that time.
       
      Further to the passing of Resolution 3, Mr Simon Murray has been re-appointed as Independent Non-Executive Chairman of the Company.
       
      Commenting on today's announcement, Simon Murray, Independent Non-Executive Chairman, said:
       
      "I am pleased to welcome our four new Non-Executive Directors to the Board, and look forward to their contribution as we progress our move to the Standard Segment of the Official List of the London Stock Exchange.
       
      "The Company would like to thank Ali Al-Qabandi, the co-founder and, most recently, Business Development Director of Gulf Keystone, and Mehdi Varzi, a long-standing Non-Executive Director, for their invaluable guidance and significant contribution to finding, establishing and steering what is today a major oil & gas development in the Kurdistan Region of Iraq.
       
      "The Company remains focused on creating further value for shareholders by continuing to develop our world class acreage in the Kurdistan Region of Iraq as we transition to becoming a significant oil producer in the region."
      Avatar
      schrieb am 07.09.13 16:30:43
      Beitrag Nr. 862 ()
      Zitat von Coxos: bis 23. august oder am 23.
      ansonsten top leistung vom managment
      in 4,5 jahren von 1. bohrung auf 40.000 bopd


      Hab jetzt diesbezüglich keine News gelesen.Dauert der Prozeß noch an ?
      Avatar
      schrieb am 07.09.13 20:03:52
      Beitrag Nr. 863 ()
      verhandlung etc alles bereits seit märz beendet
      urteilsverkündung wurde nochmals verschoben
      letzter stand:
      1. oder 2. september woche
      die 1. ist nun vorbei
      => innerhalb der nächsten 6 tage sollte dieses thema dann beendet sein
      Avatar
      schrieb am 09.09.13 10:32:21
      Beitrag Nr. 864 ()
      NEWS!

      Morgen wird das Urteil verkündet. Der Handel wird mrg. ausgesetzt biss eine RNS verkündet wird. Court case decision findet real time statt.
      Avatar
      schrieb am 09.09.13 20:53:40
      Beitrag Nr. 865 ()
      Gulf Keystone Petroleum jumps ahead of key court judgement
      Company to discover decision on Kurdistan oil field dispute on Tuesday
      Share 0


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      Oil exploration group Gulf Keystone Petroleum will see its shares suspended on Tuesday ahead of a key court judgement, but investors are piling in ahead of the trading halt.

      The company has been in dispute with US based Excalibur Ventures, which claims it has the right to 30% of Gulf's oil field in Iraqi Kurdistan.

      The commercial court in London now plans to rule on the claim at 10.30 on Tuesday. Gulf said:

      As the decision will be given in real time in open court and in order to maintain an orderly market in the company's shares, Gulf Keystone confirms that trading in its shares on AIM will be suspended from 7.30 a.m. on 10 September 2013 and this suspension will remain in place until such time as the company releases an RNS giving details of the decision, which is expected to be later the same day.
      Gulf has been tipped as a takeover target for oil majors wanting to increase their presence in the semi-autonomous region of northern Iraq, and investors obviously feel that the court decision could finally pave the way for action. But analyst Jamal Orazbayeva at Westhouse said:

      The market may perceive the conclusion of the case as a removal of an obstacle towards the sale of the company and thus, the resolution may have a positive impact on the day. However, we believe that it is the political uncertainty in Kurdistan rather than the litigation case that is the main obstacle for a potential takeout. We think that if the shares react positively on the news, it might be a good opportunity to exit.
      Gulf shares are currently 2.5% higher at 188p, valuing the company at nearly £1.7bn.
      Avatar
      schrieb am 09.09.13 21:02:48
      Beitrag Nr. 866 ()
      Gulf Keystone shares to be suspended as court decides dispute
      Mon, 09 September 2013
      Article viewed 87 times


      Gulf Keystone Petroleum’s shares will be suspended on September 10th while investors wait for an English court to pass judgment on a legal claim concerning its Iraqi oil fields.

      The English Commercial Court will decide on claims brought by Excalibur Ventures against Gulf Keystone at 10:30 on September 10th. The judge will read his decision in open court.

      Trading in Gulf Keystone shares on AIM will be suspended from 07:30 until the company publishes a Stock Exchange announcement with details of the decision, probably later that day.

      The ruling will decide on a long-running dispute, worth up to $1.6bn (£1bn), between Gulf Keystone and Excalibur, ex-US Green Beret Rex Wempen’s company.

      Wempen claims Gulf Keystone agreed in 2006 to give him 30% of any oil concessions it won in Iraq’s Kurdistan region. Gulf Keystone has argued that Wempen did not meet his obligation under the agreement to contribute to exploration costs.
      Avatar
      schrieb am 09.09.13 21:05:31
      Beitrag Nr. 867 ()
      So war jetzt nochmal für die Fangemeinde von unserem Teil....
      Gruß
      S6
      Avatar
      schrieb am 10.09.13 11:43:40
      Beitrag Nr. 868 ()
      EXCALIBUR ist RAUSSSSSSSS:)))
      Avatar
      schrieb am 10.09.13 11:44:48
      Beitrag Nr. 869 ()
      aktuelle meldun g aus dem gerichtssaal
      Simon Fisher ‏@simonfishybits 23s

      Excalibur has NO claim to any part of GKP Yes!!!!!!!

      :)
      Avatar
      schrieb am 10.09.13 11:49:35
      Beitrag Nr. 870 ()
      Kaufen ist angesagt
      Avatar
      schrieb am 10.09.13 12:06:38
      Beitrag Nr. 871 ()
      war dieser unsinn über 3 jahre wirklich nötig
      gut, schauen wir nach vorne
      am ende steht die übernahme
      3 fragen dazu bleiben
      wann, zu welchem kurs, durch wen
      Avatar
      schrieb am 10.09.13 15:36:30
      Beitrag Nr. 872 ()
      Hallo Alle zusammen,
      schöne Kursentwicklung heute nach den guten Nachrichten!

      Alles Gute an alle GKP-Investierten.

      MfG Falke7
      Avatar
      schrieb am 08.10.13 15:17:01
      Beitrag Nr. 873 ()
      Zitat von Jimmbo: Kaufen ist angesagt


      Das habe ich zu 168,75 p heute auch getan. Excalibur litigation erledigt, Ölförderung in Kurdistan läuft und als Sahnehäubchen:
      Gulf Keystone announces that it has today received notification that on 27 September 2013 Mr Simon Murray, Non-Executive Chairman of the Company, purchased 160,000 common shares at an average price of 196.01 pence per share.

      Der Kurs steht dafür in etwa dort, wo er vor 6 Monaten war. Das ist nicht so recht nachvollziehbar und wohl nur mit den jüngsten Selbstmordanschlägen zu erklären. Diese sind meiner Meinung nach allerdings zwar sehr traurig, dürften die Region aber nicht nachhaltig destabilisieren.
      Avatar
      schrieb am 09.10.13 17:13:01
      Beitrag Nr. 874 ()
      Wo sehen Sie denn heute noch Chancen?

      Vor einem Jahr habe ich angefangen, in irakische Aktien zu investieren. Der Markt ist sehr, sehr billig – und das hat natürlich seine Gründe. Aber glauben Sie nicht allen Medienberichten! Sender wie CNN suchen immer nach Sensationen und Katastrophen. Als die Unruhen in Bangkok ausbrachen, war davon eine Straße betroffen. Im Fernsehen sah das aus, als ob das gesamte Land in Flammen stünde. Die irakische Wirtschaft wächst, und die Ölproduktion nimmt an Fahrt auf.


      Marc Faber
      http://www.wiwo.de/finanzen/geldanlage/marc-faber-physisches…
      Avatar
      schrieb am 09.10.13 18:49:37
      Beitrag Nr. 875 ()
      Zitat von ElfenbeinelaufenschnellermitKo: Wo sehen Sie denn heute noch Chancen?

      Vor einem Jahr habe ich angefangen, in irakische Aktien zu investieren. Der Markt ist sehr, sehr billig – und das hat natürlich seine Gründe. Aber glauben Sie nicht allen Medienberichten! Sender wie CNN suchen immer nach Sensationen und Katastrophen. Als die Unruhen in Bangkok ausbrachen, war davon eine Straße betroffen. Im Fernsehen sah das aus, als ob das gesamte Land in Flammen stünde. Die irakische Wirtschaft wächst, und die Ölproduktion nimmt an Fahrt auf.


      Marc Faber
      http://www.wiwo.de/finanzen/geldanlage/marc-faber-physisches…


      Bin mir nicht ganz sicher, wer mit "Sie" gemeint ist. Aber ja, Vor einem Jahr war ein guter Zeitpunkt um in irakische Aktien zu investieren - nur leider habe ich keine Bank und keinen Broker gefunden, der mir effizienten Zugang zur irakischen Börse verschafft hätte.

      Ich setze auch eher auf die Karte der angolamerikanischen Ölunternehmen, die in Kurdistan bohren und fördern, denn die Kurden werden sich das historische Geschenk der Autonomie nicht mehr nehmen lassen. Sie haben im Irak, was sie weder in der Türkei, noch im Iran noch in Syrien (dort noch am ehesten) bekommen werden und sie werden - so wie der Kosovo in Serbien - irgendwann auch den letzten Schritt gehen.

      Der Irak leidet unter gewaltigen Zentrifugalkräften und ich würde eher ungern in Basra oder Bagdad residieren. Schiiten, Sunniten, Al Quaida, Hisbollah, Stämme, etc. Es braucht schon sehr viel Petrodollars, um diese Konflikte zu übertünchen. In Kurdistan sieht es anders aus. Die haben sich faktisch vom irak abgesetzt und auch wenn ab und zu mal ein paar Selbstmordbomber durchkommen, wird das die Kurden eher darin bestärken, dass sie weg von dem Restirak wollen.

      Ich denke, dass die Türkei auch genug hat von dem Bürgerkrieg mit den Kurden - erst Recht jetzt, wo sie noch einen unruhigen Nachbarn wie Syrien haben. für die Türkei wäre es das einfachste, wenn Kurdistan sich komplett vom Irak abkoppelt. Dann haben die Kurden auf dem Staatsgebiet der Türkei, die keine Türken sein wollen, die Möglichkeit heim nach Kurdistan zu gehen. Umgekehrt braucht das ehemal irakische Kurdistan die Türkei für den Zugang zum Pipeline-Netz und die Mittelmeerhäfen. Die Türkei und Kurdistan können so viel erreichen, wenn sie zusammen arbeiten und genau davon sehen wir m. E. den Beginn.

      Wenn sich das fortsetzt, wird das die Ölquellen auf kurdischem Boden massiv aufwerten. Die Aktien, di davon am meisten profitieren, werden m. E. Gulf Keystone, Genel und DNO international sein.

      GFK hat 2013 schon soviel geschafft:
      - Produktionsstart,
      - Gerichtsstreit gegen Excalibur gewonnen,
      - erfolgreiche Testbohrungen,
      - M&G klopft Kozel auf die gierigen Pfoten und hat 4 non-eexcutive directors im Verwaltungsrat, die über Aktionärinteressen wachen.
      - Wechsel von der AIM in den regulären Markt.

      Der Kurs steht aber immer noch, wo er Mitte 2010 stand. Gegenüber 2006 hat er sich gerade mal verzweieinhalbfacht. Das ist eine schlechtere Performance als der Gesamtmarkt.

      Ich würde sagen, dass viele Fonds bisher wegen der Risiken, der niedrigen analyst coverage, der AIM-Notierung und der niedrigen Marktkapitalisierung nach ihren Richtlinien nicht investieren konnten. Das ändert sich mit steigenden Kursen und ab 2014 müßte GFK auch Jahresüberschüsse ausweisen.
      1 Antwort
      Avatar
      schrieb am 09.10.13 18:54:16
      Beitrag Nr. 876 ()
      Hallo,

      würde mich auch an ein Invest in andere irakische Aktien herantrauen.
      Wass könnt ihr außer den einschlägigen Öl/Gas-Explorer und Unternehmen empfehlen.

      Ich halte zur Zeit Aktien die im Irak investieren:
      DNO, Genel und WesternZagros sowie Dragon Oil; für mich sind die sehr aussichtsreich auf die nächsten 3 Jahre.

      Hadock
      Avatar
      schrieb am 09.10.13 20:57:00
      Beitrag Nr. 877 ()
      Antwort auf Beitrag Nr.: 45.597.263 von DJHLS am 09.10.13 18:49:37Marc Faber ist gemeint - Mr. oder Dr. Doom
      Avatar
      schrieb am 10.10.13 08:25:56
      Beitrag Nr. 878 ()
      NEWS

      10 October 2013

      Gulf Keystone Petroleum Ltd. (AIM: GKP)

      ("Gulf Keystone" or "the Company")

      Shaikan Production Update


      Gulf Keystone is pleased to confirm that, further to a communication received from the Ministry of Natural Resources of the Kurdistan Regional Government, commercial production from its Shaikan field in the Kurdistan Region of Iraq has recommenced.

      As previously announced, the Company plans to ramp-up production from the first Shaikan production facility ("Shaikan PF-1") to 20,000 barrels of oil per day ("bopd"), while completing the construction and commissioning of the second Shaikan production facility ("Shaikan PF-2"), which will add a further 20,000 bopd of production capacity.

      http://www.iii.co.uk/investment/detail?code=cotn:GKP.L&displ…
      2 Antworten
      Avatar
      schrieb am 10.10.13 19:22:25
      Beitrag Nr. 879 ()
      Antwort auf Beitrag Nr.: 45.599.621 von gabbo62 am 10.10.13 08:25:56Yep. Jetzt ist es erstmal wichtig, das GFK die eigene Prognose einhalten kann, bis Jahresende 40.000 bopd Produktionskapazität schaffen zu können. Nichts mag die Börse weniger als nicht eingehaltene Versprechungen.

      Sieht aber gut aus.
      1 Antwort
      Avatar
      schrieb am 10.10.13 19:32:14
      Beitrag Nr. 880 ()
      Antwort auf Beitrag Nr.: 45.605.625 von DJHLS am 10.10.13 19:22:25welche Verkaufspreise sind denn dann möglich?

      Ich habe mal gerade den Taschenrechner angeworfen....

      ...bei 80 $ je Barrel als Verkaufspreis, 365 Tagen Produktion und einer täglichen Produktionsmenge von 40.000 bopd käme ein Umsatz > 1 Mrd. USD p.a. zustande?!

      Die Marktkapitalisierung ergibt immerhin ein KUV von 16 gemäß der Zahlen aus dem Investorzenter... :p

      ...wobei die Reserven natürlich beim zigfachen liegen....:rolleyes:
      Avatar
      schrieb am 16.10.13 14:34:22
      Beitrag Nr. 881 ()
      Ein interessanter Artikel vom 23.9.2013 ist auf
      www.seekingalpha.com zu lesen:
      Gulf Keystone: -- Attraktive Buy Mit Multiple Upside Trigger--

      Der Focus dürfte m.E.in nächster Zeit auf dem Hochfahren der
      Produktion von Shaikan liegen,bzw.deren Finanzierung(vielleicht
      durch den Verkauf der Anteile an AkriBijel?)

      MfG Falke7
      Avatar
      schrieb am 22.10.13 15:25:19
      Beitrag Nr. 882 ()
      Grundsätzlich keine besonders förderliche Nachricht: http://www.reuters.com/article/2013/10/22/us-turkey-kurds-pk… . Der Waffenstillstand und ein aufkeimender Friedensprozeß zwischen den Kurden und der Türkei waren und wären Kurtstreiber.

      So erstmal Gegenwind.
      Avatar
      schrieb am 26.10.13 22:45:48
      Beitrag Nr. 883 ()
      Das wiederum ist erfreulich: http://mobile.bloomberg.com/news/2013-10-25/hayward-says-com…

      Genel und DNO int'l werden da erwähnt, Gulf Keystone und WesternZagros hingegen nicht und Talisman auch nicht.
      Avatar
      schrieb am 31.10.13 23:02:01
      Beitrag Nr. 884 ()
      Sehr gut: http://finance.yahoo.com/news/marathon-oil-announces-mirawa-…

      Jeder Fund in der Region ist gut, um Infrastrukturkosten für alle zu senken und je mehr Firmen da beteiligt sind, desto besser.
      Avatar
      schrieb am 03.11.13 18:56:02
      Beitrag Nr. 885 ()
      Hallo,

      interessanter Beitrag auf www.avanza.se vom 31.10.2013 :

      -in den nächsten 1,5 bis 2 Jahren soll in Kurdistan eine weitere
      Pipeline in die Türkei gebaut werden(Kapazität: 1Mio.bopd)

      -bestehende Pipeline in der Startphase,
      KRG überwacht selbst die Ölexporte in die Türkei ohne Rücksicht
      auf Bagdad laut Ashti Hawrani.

      Es ist ja kaum zu glauben,die mitlere Resourceneinschätzung laut GKP
      liegt bei 19 Mrd.Barrel Öl.Heritage bekam von TullowOil ca.3US Dollar
      pro Barrel in Uganda im Explorationsstadium.
      Bin echt mal gespannt was die Tiefbohrung Shaikan7 noch zutage fördert.

      MfG Falke7
      Avatar
      schrieb am 03.11.13 22:40:12
      Beitrag Nr. 886 ()
      Die entscheidende Frage ist derzeit für GKP und andere Ölförderer in Kurdistan, wie es da politisch weiter geht. Sehr guter Artikel: http://www.directorstalk.com/game-changing-pipeline-set-to-c…

      Zeigt leider auch, dass da noch nichts in trockenen Tüchern ist. Ist nicht gerade der irakische Ministerpräsident in Washington, um Waffen zu kaufen?

      Die USA werden den Irak nicht einfach fallen lassen können und Rumalia bzw. die südirakischen Riesen-Ölfelder sind geostrategisch für die USA zu wichtig. Andererseits ist Kurdistan eine stabile Region und böte sich den USA als ideale strategische Plattform an. Zudem könnte Kurdistan für die Türkei sehr wichtig sein und die Türkei ist für die USA ein extrem wichtiger Bündnispartner.

      Ich denke, wenn die KR es schaffen, eine Einigung mit der Türkei und eine Auflösung der PKK zu erreichen, bekämen sie im Gegenzug die volle Rückendeckung der Türkei und damit der USA. Die Kurden könnten ja für die Aufgabe von Besitzansprüchen gegenüber der Türkei durch Unabhängigkeit vom Irak, großzügige Grenze gegenüber dem Irak und einen fetten Brocken am zerfallenden Syrien entschädigt werden.
      Avatar
      schrieb am 05.11.13 09:33:27
      Beitrag Nr. 887 ()
      Dieser Nachricht vom Freitag scheint der Markt gar keine Beachtung zu schenken: http://www.rigzone.com/news/oil_gas/a/129924/Gulf_Keystone_C…
      Avatar
      schrieb am 09.11.13 03:12:55
      Beitrag Nr. 888 ()
      Gulf Keystone Petroleum Limited vs Premier Oil PLC: Where does opportunity lie? PMO vs KGP

      Details
      Published on Thursday, 07 November 2013 10:01
      Written by Sam Coventry
      Our morning technical insight today considers the near and medium term prospects for Gulf Keystone and Premier Oil.

      Gulf Keystone Petroleum Limited (LON:GKP) shares are trading 0.78 pct up on last night's close; the stock is sitting pretty at 176.88 in mid-morning trade in London.

      Momentum has certainly swung in favour of GKP over the course of the past 24 hours with a strong rally precipitated at 12:30 on Wednesday being largely unchallenged until now.

      While the Gulf Keystone share price may still be a long way off the glorious highs witnessed around 240 in September the bulls will take hope from the improving short-term technical setup.

      The 2-6 week charts now have 6 bear events and 3 bull events present; 2 of the 3 bull events were formed on the 6th.

      An improving short-term setup will help ensure a longer-term bull setup remains in place. We see 5 bull events and 3 bear events present in the 6 week to 9 month charts.

      Analysts at Recognia Inc. suggest those going long on GKP consider a stop-loss at 150.11. Those looking to short the stock should consider 193.07.

      Premier Oil PLC (LON:PMO) shares are trading 0.46 pct down on a day-to-day basis at 346.80.

      The short-term setup on PMO overwhelmingly favours the buyers with 7 bull events outweighing 1 bear event.

      However, those looking to buy Premier Oil shares should be cautious of the negative setup seen on the 6 week to 9 month charts. We observe 2 bull events present and 7 bear events.

      Positive momentum is however returning with the formation of 2 positive signals this October with a Price Crosses Moving Average (50-day) turning bullish on the 4th of November at 346.64.

      Recognia Inc. suggest that those going long consider 331.75 as a stop loss, and those going short consider 363.66.


      Gruß
      S6
      Avatar
      schrieb am 09.11.13 09:36:21
      Beitrag Nr. 889 ()
      Ich würde ja, wenn es ihn denn gäbe einen Kurdistan-Öl-ETF bestehend aus Genel, GKP, WesternZagros, DNO int'l und ggf. Marathon Oil und Talisman kaufen.

      GKP ist m. E. risikoreicher, aber auch chancenreicher als MRO und TLM, bei denen die kurdischen Ölfelder nur einen kleinen, aber immerhin noch signifikanten Teil der Reserven bzw. der Produktion ausmachen.

      Bei allen hängt jetzt aber viel von der politischen Entwicklung im Irak ab. Da bleibt uns nur abwarten.
      Avatar
      schrieb am 12.11.13 20:23:41
      Beitrag Nr. 890 ()
      Kurs ist heute recht stark abgesackt. Scheinen viele enttäuschte Zocker auszusteigen, welche auf eine Übernahme spekuliert haben.

      Bei 120-130 Pence denke ich über einen Einstieg nach. Halte dies bei neg. Sentiment für möglich.
      Avatar
      schrieb am 20.11.13 00:29:31
      Beitrag Nr. 891 ()
      Zitat von BalatonBomber: Kurs ist heute recht stark abgesackt. Scheinen viele enttäuschte Zocker auszusteigen, welche auf eine Übernahme spekuliert haben.

      Bei 120-130 Pence denke ich über einen Einstieg nach. Halte dies bei neg. Sentiment für möglich.


      Könnte bald so weit sein. Erstaunlich allerdings, den DNO int'l ist weiter im Höhenflug, Genel hält sich gut und sogar Westernzagros hat sich etwas berappelt.

      Ist wohl so, dass nach dem glorreichen Sieg vor Gericht die Zocker Gewinne mitgenommen haben und die Anschlußkäufe ausgeblieben sind.
      Avatar
      schrieb am 24.11.13 09:48:04
      Beitrag Nr. 892 ()
      Aus der November-Präsentation von MOL:









      Avatar
      schrieb am 16.12.13 19:14:52
      Beitrag Nr. 893 ()
      Hallo,
      der Rechtsstreit ist nun endgültig entschieden zugunsten von GKP.Der nächste,und entscheidende Schritt dürfte das Anfahren der Produktion
      sein auf 40mmbod.Damit würde sich durch die ständigen Öleinnahmen
      die Entwicklung des Shaikanfeldes mit der Zeit selbst finanzieren.
      DNO und Genel haben es ja geschafft,warum sollte es GKP nicht
      schaffen?
      Ich laß neulich einen Artikel unter www.irak-bussinesnews.com bei dem
      es um den Ölexport in die Türkei ging.Es soll eine trilaterale Ver-
      einbarung zwischen Irak,Kurdistan und Türkei beschlossen werden.Bei der Übergabe des Öls an die Türkei wird eine Mess-Station eingebaut,
      die Öleinnahmen werden in eine staatl.türkische Bank eingezahlt und
      von dort unter Aufsicht von KRG und irakischen Beamten(Bagdad) aufge-
      teilt und ausgezahlt.Evtl.auch unter Aufsicht eines unabhängigen
      "Dritten" (USA).So könnte es m.E.funktionieren.

      MfG Falke7
      Avatar
      schrieb am 23.12.13 12:30:09
      Beitrag Nr. 894 ()
      Sowohl Genel als auch DNO International steigen im Kurs. An den Aussichten für die kurdische Ölproduktion kann es nicht liegen.

      Ich würde mal vermuten, dass GKP und erst Recht WesternZagros aus zwei Gründen hinten dran hängen:

      1. Wash Sales/ Tax Harvesting. Zum Jahresende gibt es den klassischen Ausverkauf bei den Underperformern aus steuerlichen Gründen. Bei den Fonds kommt noch window Dressing hinzu.

      2. Der Markt will erstmal sehen, dass es mit dem Produktionsziel klappt.

      Wenn 2. erfüllt wird und der Ölpreis nicht generell schwächelt, sollte GKP 2014 outperformen.
      Avatar
      schrieb am 09.01.14 08:13:01
      Beitrag Nr. 895 ()
      NEWS NEWS NEWS

      GKP produziert!!

      9 January 2014



      Gulf Keystone Petroleum Ltd. (AIM: GKP)

      ("Gulf Keystone" or "the Company")



      Operational and Corporate Update

      Commencement of Shaikan crude oil exports



      Summary



      Gulf Keystone, a leading independent E&P operator in the Kurdistan Region of Iraq, today provides an operational and corporate update.



      Significant progress has been made since the Field Development Plan ("FDP") for the Shaikan field was approved in June 2013. In July 2013 the Company commenced commercial production, marking Gulf Keystone's transition to an operator with revenue generation. In December 2013 crude oil exports from the Shaikan field commenced.



      Shaikan (75% working interest; Operator)



      Shaikan Production Update



      Gulf Keystone is pleased to announce the commencement of crude oil exports from the Shaikan field.



      In line with the Company's marketing strategy, which is being developed in co-operation with the Ministry of Natural Resources of the Kurdistan Regional Government, the first tendered cargo of between 30,000 tonnes (198,300 barrels) and 33,000 tonnes (215,000 barrels) of Shaikan crude was trucked to Turkey in December and will be loading at the port of Dortyol this month.



      A second tender is underway for two further cargoes of similar size of Shaikan crude, which are expected to be loaded later this month and during February. Sales realisations are expected to be in accordance with the terms of the Production Sharing Contract for the Shaikan Block ("Shaikan PSC") and will reflect transportation and quality adjustments.



      The first Shaikan production facility ("PF-1") is in operation with two wells currently tied to the facility, namely Shaikan-1 and -3. The flowlines from Shaikan-4 to PF-1 are now complete and the well has been worked over as a Jurassic Sargelu producer prior to being tied to PF-1 in early 2014.



      Work at the second Shaikan production facility ("PF-2") is nearing completion with electrical and instrumentation work ongoing. The Shaikan-2, -5, and -10 wells have been completed as Jurassic Sargelu producers and the flowlines from these wells to PF-2 are currently being laid.



      Current average oil sales from PF-1 stand at between 9,000 and 10,000 barrels per day of export quality crude. The Company will provide an update on well performance and combined production capacity of PF-1 and PF-2 as the additional four wells become operational.



      Shaikan Field Development Plan - Phase 1



      During Phase 1 of the Shaikan development, the Company will seek to achieve 100,000 bopd of production. As set out in the FDP, the Company will be undertaking an active development drilling campaign as well as installing additional production facilities.



      The Shaikan field is expected to be connected to the main export pipeline from the Kurdistan Region of Iraq to Turkey, which was finalised in late 2013. A review of the FDP will include Phase 2 Cretaceous, Triassic and, potentially, Permian development.



      A key element of the FDP is the commencement of a sour gas injection project. Shaikan-8 was completed as the first sour gas reinjection well and bids have been tendered for gas compressing equipment required to increase plant production capacity, which is subject to well performance and emissions constraints, from the near-term target of 40,000 bopd to the Phase 1 target of 100,000 bopd. The sour gas injection project is expected to be finalised in 2015.



      Financing decisions in order to fund the Phase 1 activities will be made in conjunction with anticipated steady oil production and sales from PF-1 and PF-2 in 2014.



      Exploration & Appraisal



      Shaikan (75% working interest; Operator)



      Drilling of the Shaikan-7 deep exploration well is continuing in the Jurassic formation, after the top drive of the Weatherford 319 rig had to be replaced. The well is currently drilling 17 ½" hole below 2,300 metres in the Butmah reservoir. Shaikan-7 will drill into the Triassic and is then expected to penetrate the Permian with a potential to add to already discovered resources, and first results are expected in Q2 2014.



      Sheikh Adi (80% working interest; Operator)



      The first well to appraise the Sheikh Adi discovery spudded in December 2013. Sheikh Adi-3 is being drilled with the Weatherford 842 rig to target the Jurassic and Triassic with an additional aim to test the potential connection between the Sheikh Adi and Shaikan fields. The well is currently operating below 1,000 metres in the Cretaceous.



      Akri-Bijeel (20% working interest)



      Bijell-1B is a side-track well targeting the Jurassic horizons of the Bijell discovery and currently drilling 8 ½" hole in the Jurassic below 3,820 metres.



      Bijell-2 is a deep appraisal well targeting the Triassic horizons of the Bijell discovery and currently drilling and coring in the Sargelu formation below 3,900 metres.



      Bijell-4 is an appraisal well targeting the Jurassic horizons of the Bijell discovery and currently in 17 ½" hole in the Upper Fars formation below 1,040 metres.



      Finance



      The US$50 million tap issue of convertible bonds in November 2013 confirmed investor interest to invest in the Company's evolving story. The Company's increasing production will provide a recurring revenue stream and the Company believes that this will provide an opportunity for Gulf Keystone to access the debt market under more favourable terms in due course. In order to fund the Company's ongoing capital expenditure requirements and meet its obligations under the terms of the Shaikan PSC, the Company is in discussions with a major international bank to assist with the evaluation of the Company's near term debt financing options.



      Following the hearing in the English Commercial Court (the "Court") on 13 December 2013 and the resultant Court Order, the Company has now received £17,500,000, which had been paid into Court as security for the costs of the Company, its two subsidiaries and Texas Keystone Inc. (together the "Defendants") by the funders of Excalibur Ventures LCC ("Excalibur"). Texas Keystone Inc. holds a 5% interest in the Shaikan PSC in trust for Gulf Keystone, pending transfer of its interest to the Company.



      According to the Judgment handed down on 13 December 2013, the Court ordered that the Defendants should recover their costs of these legal proceedings and that these costs, if not agreed, should be assessed on an indemnity basis, and that Excalibur must pay interest on the Defendants' costs at the rate of 1.5% per annum, from the date of payment of the invoices until 13 December 2013.



      On 13 December 2013, the Court further ordered Excalibur to provide an additional security for the costs of the Defendants in the total amount of £5,612,010 by 31 December 2013, failing which the Defendants were given leave to commence proceedings for recovery of such costs and to the extent necessary, to serve proceedings out of the jurisdiction against Excalibur's funders, namely Psari Holdings Limited, Mr Adonis Lemos, BlackRobe Capital Partners LLC, BlackRobe AEO Investors I, LLC, Platinum Partners Value Arbitrage Fund LP, and Hamilton Capital LLC. The Company understands that Excalibur did not pay the additional security into Court and accordingly the Defendants have made an application under Section 51 of the Senior Courts Act 1981 against Excalibur's funders to recover their costs of these legal proceedings.



      The Judgment is available to view at http://www.bailii.org/cgi-bin/markup.cgi?doc=/ew/cases/EWHC/…



      Move to the Main Market



      Work is underway on the Company's proposed move from AIM to the Standard Segment of the Official List and we continue to work with Deutsche Bank AG, London Branch, the Company's exclusive corporate advisers in connection with the proposed move. The Company is in the advanced stages of finalising the relevant documents including the Listing Prospectus, the Competent Person's Report ("CPR"), and the required financial reports.



      After the successful resolution of the litigation against Excalibur Ventures LLC, as detailed in the Company's announcement of 16 December 2013, the Board's and its corporate advisers' current expectation is for the admission to be achieved as soon as practicable in 2014.





      Todd Kozel, Gulf Keystone's Chief Executive Officer commented:

      "Significant progress has been made since the Shaikan Field Development Plan was approved in June 2013. We began commercial production 30 days after its approval and now the first cargo of Shaikan crude is being sold to the international market. As we are increasing Shaikan production, we are developing a flexible marketing strategy in co-operation with the Ministry of Natural Resources of the Kurdistan Regional Government to achieve the best price for our crude. Our short-term focus is on the trucking export route via Turkey, while we are working on getting access to the regional pipeline network. Ours is a constant evolution: we are growing as a company and we are proud to operate in the Kurdistan Region of Iraq."

      http://www.iii.co.uk/investment/detail?code=cotn:GKP.L&displ…
      Avatar
      schrieb am 10.01.14 13:59:01
      Beitrag Nr. 896 ()
      Avatar
      schrieb am 14.01.14 07:05:10
      Beitrag Nr. 897 ()
      Gulf Keystone Confirms First Exports To Turkey As It Looks Ahead To Pivotal Year

      http://oilbarrel.com/news/gulf-keystone-confirms-first-expor…
      Avatar
      schrieb am 24.02.14 12:25:01
      !
      Dieser Beitrag wurde von CloudMOD moderiert. Grund: ohne nachvollziehbarer Quellenangabe, ggf. überarbeitet neu einstellen
      Avatar
      schrieb am 26.02.14 22:31:38
      Beitrag Nr. 899 ()
      Läuft nicht wirklich gut für GKP. DNO int'l und Genel performen stärker.

      Ich denke, dass es Zweifel an der Finanzkraft von GKP gibt.
      Avatar
      schrieb am 13.03.14 12:39:24
      Beitrag Nr. 900 ()
      Gulf Keystone Petroleum (GKP) Ltd. fell the most in two years in London trading after the oil producer said its Kurdistan field is smaller than previously estimated.
      Total oil in place at the Shaikan field is estimated at 9.2 billion barrels, the company said after commissioning a so-called competent persons report from ERC Equipoise Ltd. That compares with an earlier estimate of 13.7 billion barrels.
      Shares plummeted as much as 29 percent in London to 102.5 pence, the biggest drop since March 2012, and traded at 127.5 pence at 10:33 a.m. local time.
      “The market is disappointed at the revised oil-in-place figure for Shaikan, which is 30 percent lower than the previous estimate,” said Charlie Sharp, an analyst at Canaccord Genuity Securities Ltd. in London. “The reserves and resources numbers are also substantially lower.”
      Gulf Keystone is targeting production from the Shaikan field of 100,000 barrels of oil a day, the Bermuda-based company said. That’s lower than its previous forecast of 150,000 barrels within three years.
      MOL Hungarian Oil and Gas Plc has a 20 percent interest in the project and Texas Keystone Inc. holds 5 percent.
      Gulf Keystone is planning to move to London’s main stock exchange later this month.

      Gruß
      S6
      Avatar
      schrieb am 13.03.14 13:36:24
      Beitrag Nr. 901 ()
      Unglaublich, wenn man nachfolgenden Zahlen sieht:

      1. Nimmt man die aktualisierte Schätzung, dann werden die Reserven gemessen am (aktuellen) Unternehmenswert mit 0,15 Cent/Barrel bewertet.
      2. Gulf Keystone kann mit der neuen Schätzung und einer Tagesproduktion bei 100.000 Barrel 250 Jahre produzieren.
      3. Bei anteiligen Erlösen von 50% an dem Verkauf der 100.000 Barrel/Tag erzielt Gulf Keystone jährlich ca. 1,8 Mrd US$ bzw. 1,35 Mrd Euro Umsatz.

      Und wie hoch ist der Börsenwert des Unternehmens heute? - 1,35 Mrd Euro!

      So ist Börse halt - Zocken bis der Arzt kommt!
      Avatar
      schrieb am 13.03.14 20:44:31
      Beitrag Nr. 902 ()
      Die Zahlen sollte man bei GKP immer etwas nüchterner betrachten:

      Aktuell haben sie bei Shaikan 2P reserves von 163 mmbbls und 2c resources von 434 mmbls. Das sind die harten Fakten.

      Die oil in place Zahlen sind erstmal toll für den Werbeprospekt.
      Hinzu kommt die Verschuldung und der Kapitalbedarf. Zusätzlich sind viel zu viele (private) Zoker mit an Bord.

      Jetzt muss sich der Wert erstmal auskotzen. Danach sehen wir weiter.
      Avatar
      schrieb am 14.03.14 18:02:21
      Beitrag Nr. 903 ()
      m.E. ist das Entscheidende bei GKP im Moment das Erreichen der
      täglichen Fördermenge von 40000bopd in 2014,sowie die Beilegung des
      Konflikt KRG/Bagdad bez.Ölexport und Verteilung der Öleinnahmen.Ich
      bin überzeugt,daß GKP die 40000bopd schaffen.Im Update vom 13.März 2014 kann ich zumindest nichts Negatives entdecken.
      Daß Shaikan ein rießiges Ölfeld ist weiß ja mittlerweile ein jeder,und
      vielleicht kommt ja noch was hinzu.
      Die neue unabhängige Resouseneischätzung hat zwar weniger Barrels
      ergeben,ist aber dafür verläßlich für zuküftige (auch größere)
      Investoren.Auch gut für den Wechsel zum Main Market und für solche,
      die an einer Übernahme interessiert sind (Übernahmegespräche werden im
      Geheimen geführt!)

      MfG Falke7
      Avatar
      schrieb am 14.03.14 19:20:15
      Beitrag Nr. 904 ()
      Zitat von BalatonBomber: Die Zahlen sollte man bei GKP immer etwas nüchterner betrachten:

      Aktuell haben sie bei Shaikan 2P reserves von 163 mmbbls und 2c resources von 434 mmbls. Das sind die harten Fakten.

      Die oil in place Zahlen sind erstmal toll für den Werbeprospekt.
      Hinzu kommt die Verschuldung und der Kapitalbedarf. Zusätzlich sind viel zu viele (private) Zoker mit an Bord.

      Jetzt muss sich der Wert erstmal auskotzen. Danach sehen wir weiter.


      Dazu kommen in meinen Augen noch ein paar weitere Probleme:
      Gulf Keystone war in der Vergangenheit ein ziemlich extremer "Pump and Dump"-Wert. Das Management scheint sich daran beteiligt zu haben: http://brontecapital.blogspot.de/2013/04/gulf-keystone-share…
      Todd Kozel ist immer noch im "Board of Directors: http://www.gulfkeystone.com/about-us/board-of-directors/todd…

      Bei mir persönlich wäre nach solchen Erfahrungen das Vertrauen in das Management per se ziemlich niedrig. Es gibt nicht wenige "early explorer", gerade bei Gold oder Erdöl/Erdgas, wo die Ertragsperspektiven künstlich in die Höhe geschrieben wurden, um die Aktienpreise zu manipulieren - und später musste man große Abschreibungen nachreichen oder existierte gar nicht mehr.

      Meines Erachtens muss Gulf Keystone erst einmal beweisen, dass (und wie hohe) Ölreserven auch wirklich förderbar sind und dass sie die prognostizierten Volumina wirklich fördern können.

      Bei Genel und DNO läuft immerhin seit Jahren eine stetige Ölförderung, die Unternehmen liefern einen positiven Cashflow und finanzieren die Erforschung und Bohrungen (weitgehend) aus den laufenden Einnahmen. Das müssen Explorer wie Gulf Keystone, aber auch WesternZagros oder Shamaran, erst einmal erreichen. Und der Weg dahin könnte noch ziemlich steinig werden.
      1 Antwort
      Avatar
      schrieb am 14.03.14 21:45:09
      Beitrag Nr. 905 ()
      Antwort auf Beitrag Nr.: 46.633.275 von al_sting am 14.03.14 19:20:15Sehr richtig. Da ist Vorsicht angebracht. Sicher ist nur eins: der Markt wird wie immer übertreiben, bevor er den Boden findet. Ob wir jetzt schon bei einer fairen Bewertung sind, kann man schwerlich abschätzen.

      Todd Kozel ist eine schwere Belastung für das Unternehmen und den Kurs. Eigentlich müßte er ohne Abfindung gehen oder zumindest sämtliche Performance-Boni der letzten Jahre zurückzahlen.

      Auch nicht auszuschließen, dass hier eine Übernahme vorbereitet wird und das Gutachten dazu diente, den Kaufpreis für den Erwerber zu senken.
      Avatar
      schrieb am 15.03.14 14:09:08
      Beitrag Nr. 906 ()
      Gulf Keystone continues to maintain current stable production and sales from PF-1

      Thursday, March 13, 2014
      TagsIraqMiddle East AIMOperations UpdateProduction UpdateSeismic Spud Watch Well testing
      Stable production operations and sales from PF-1 continued in January, February and March 2014 at the level of approximately 10,000 bopd (gross).
      The Shaikan-7 deep exploration well is currently drilling 17 ½" hole below 2,600 metres in the upper Triassic.
      The first well to appraise the Sheikh Adi discovery, which spudded in December 2013, is drilling below 2,240 metres in the Alan formation in the Jurassic.
      The Ber Bahr-1 exploration well was successfully side-tracked in the first half of 2013 and tested 2,100 bopd of 15 degree API oil from the Jurassic Sargelu formation.
      Gulf Keystone is pleased to provide an Operational and Corporate update. Separately, the Company is releasing today a third party audit of the Company's reserves, contingent resources and prospective resources for its petroleum interests in the Kurdistan Region of Iraq.

      Summary

      The Company continues to maintain current stable production and sales levels of approximately 10,000 barrels of oil per day ("bopd") from the Company's first Shaikan production facility ("PF-1") in the Kurdistan Region of Iraq, which is expected to increase in Q2 2014 as a result of the recently tied-in third production well, Shaikan-4, which is now flowing. The second Shaikan production facility ("PF-2") is being commissioned, with two wells (Shaikan-2 and Shaikan-5) already tied in and the first production from PF-2 expected in Q2 2014. The Company remains focused on achieving the target of 40,000 bopd of production capacity from PF-1 and PF-2 in 2014.

      Since crude oil exports from the Shaikan field commenced in December 2013, in excess of 105,000 tonnes (690,000 barrels) of oil have been tendered and sold at international prices. The Company is expecting to receive payment, in line with the terms of the Shaikan Production Sharing Contract.

      In order to move to the next stage of the Shaikan project execution, the Company is making progress in its discussions on the near term debt financing options.

      Production and Development

      Shaikan (75% working interest; Operator)

      Stable production operations and sales from PF-1 continued in January, February and March 2014 at the level of approximately 10,000 bopd (gross). Total cumulative production from late 2010 to date from Shaikan has reached 2.1 million barrels. Since crude oil exports from the Shaikan field commenced in December 2013, three cargoes totalling in excess of 105,000 tonnes (690,000 barrels) of oil have been delivered from PF-1. The fourth cargo of approximately 33,000 tonnes (215,000 barrels) of Shaikan crude is expected to be delivered later in March 2014.

      In addition to the presently producing Shaikan-1 and Shaikan-3 wells, Shaikan-4 is now tied into PF-1, has started to flow and is expected to increase the current output in Q2 2014. An amine plant is currently being connected to PF-1, which will allow sweetening of some of the associated gas stream, which will be used as fuel for the PF-1 operations instead of diesel, representing savings of approximately US$400,000 per month to the project.

      The Shaikan-2 and Shaikan-5 wells have now been tied into PF-2 and the production facility is currently being commissioned with first production, initially of approximately 10,000 bopd, expected in Q2 2014. The connection of Shaikan-10 to PF-2 will also be completed in Q2 2014, increasing PF-2 production capacity.

      The Company is focused on achieving the target of 40,000 bopd of production capacity from PF-1 and PF-2 in 2014, which it intends to reach through:
      Potential re-configuration of Shaikan-8, initially drilled as a gas injection well, into a fourth producer tied into PF-1
      Tie in of the deep exploration well Shaikan-7, which is currently being drilled, to become the fifth producing well at PF-1
      Productivity enhancement of the Shaikan-1 and Shaikan-3 wells through the replacement of the existing 3 ½" tubing by 4 ½" tubing
      Plans to drill an additional production well in the proximity of Shaikan-10, which will also be connected to PF-2, and install four flowlines between the Shaikan-10 location and PF-2
      The Company's focus is on the ramp-up of commercial production from the existing Shaikan facilities. The move to 40,000 bopd of production capacity will allow further expansion of export crude oil sales. The additional cash generated, in addition to the Company's near term debt financing options where the Company is making progress in its discussions, will facilitate the move to the next stage of the Shaikan project execution.

      This next stage envisages a further 60,000 bopd of additional production capacity in order to reach the medium-term target of 100,000 bopd set for Phase 1 of the approved Shaikan Field Development Plan. This next stage will require construction of additional production facilities with gas injection and water handling capabilities, as well as the drilling of a substantial number of development and production wells.

      Exploration & Appraisal

      Shaikan (75% working interest; Operator)

      The Shaikan-7 deep exploration well is currently drilling 17 ½" hole below 2,600 metres in the upper Triassic. Shaikan-7 will drill into the deep Triassic, after setting casing at the bottom of Kurre Chine B formation, and is then expected to penetrate the Permian with the first results expected in Q2 2014.

      Sheikh Adi (80% working interest; Operator)

      The first well to appraise the Sheikh Adi discovery, which spudded in December 2013, is drilling below 2,240 metres in the Alan formation in the Jurassic. A well testing programme to evaluate the potential of the Jurassic reservoirs in the Sheikh Adi footwall is currently being designed, before the well enters the Triassic.

      Approximately 111 km of new 2D seismic data acquired in the north of the block during 2013, is being processed to evaluate potential new structures.

      Ber Bahr (40% working interest)

      The Ber Bahr-1 exploration well was successfully side-tracked in the first half of 2013 and tested 2,100 bopd of 15 degree API oil from the Jurassic Sargelu formation. A 3D seismic survey is underway, planned for completion by mid-year 2014. Ber Bahr-2, an appraisal well, is planned to spud in the fourth quarter of 2014.

      Akri-Bijeel (20% working interest)

      Further to the declaration of commerciality of the block by the operator in 2013, appraisal drilling continues and work is ongoing on the Field Development Plan for the Bijell and Bakrman discoveries, which is expected to be submitted to the Ministry of Natural Resources of the Kurdistan Region of Iraq in Q2 2014 and approved later in 2014. The operator plans to complete four appraisal wells on the Bijell discovery and one appraisal well on the Bakrman discovery in 2014.

      Bijell-1B has been side-tracked, completed as a producer in the Sargelu formation in the Jurassic and tied into the Bijell Extended Well Test facility ("EWT") where initial flow rates of 3,500 bopd of 23 degrees API oil have been recorded. The operator expects that production from the Bijell EWT facility will reach its full capacity of 10,000 bopd of export quality crude by the end of 2014.

      Bijell-2, a deep appraisal well targeting the Triassic horizons of the Bijell discovery, is currently drilling 12 ¼" hole below 4,750 metres in the Kurre Chine Anhydrite formation.

      Bijell-4, an appraisal well targeting the Jurassic horizons of the Bijell discovery, is drilling ahead below 2,800 metres in the Tanjero formation.

      Move to the Main Market

      As previously announced, the Company expects that its common shares will be admitted to the Standard Segment of the Official List of the United Kingdom Listing Authority (the "Official List") and commence trading on the London Stock Exchange plc's ("LSE") main market for listed securities effective at 8.00 a.m. on or after 24 March 2014 (the "Admission Date") (together the "Admission"), subject to the receipt of the necessary approvals from the UK Listing Authority and the LSE. Trading in the Company's common shares on the AIM market of the LSE ("AIM") will be cancelled simultaneously with the Admission. The Company will issue a prospectus in connection with the Admission prior to the Admission Date.

      As part of the Company's move from AIM to the Official List, it is today publishing the Competent Person's Report on the petroleum interests of Gulf Keystone Petroleum Ltd and its subsidiaries in the Kurdistan Region of Iraq ("CPR"), which has been completed by ERC Equipoise Ltd. This is the first third party evaluation of the Company's Reserves, Contingent Resources and Prospective Resources for the Shaikan field and its other petroleum interests in the Kurdistan Region of Iraq (Sheikh Adi, Ber Bahr and Akri-Bijeel blocks). It is available on the Company's website at http://www.gulfkeystone.com/investor-centre/presentations-an…

      Todd Kozel, Gulf Keystone's Chief Executive Officer commented:

      "Progress achieved since July 2013, when we commenced commercial production from Shaikan, demonstrates that Gulf Keystone is evolving from an oil and gas exploration company to a production company targeting production capacity of 40,000 barrels of oil per day in 2014. Another significant milestone in this journey is our forthcoming move from AIM to the Main Market of the London Stock Exchange and we are another step closer to achieving this goal after publishing the Competent Person's Report today. We see significant upside to this important baseline third party estimate of reserves and contingent resources, which will be targeted through the implementation of the approved Shaikan Field Development Plan in the coming months and years."

      Gruß
      S6
      Avatar
      schrieb am 15.03.14 14:22:01
      Beitrag Nr. 907 ()
      Gulf Keystone slides after audit of its Iraq reserves
      Analysts say figures below initial estimates, sending shares in oil group lower
      Share 5


      inShare
      1
      Email
      Gulf Keystone Petroleum, which hopes to move from Aim to the full list on 24 March, has come under pressure after a disappointing update on its Shaikan site in Iraq.

      Its shares are currently down 18.5p at 125.5p, having earlier fallen as low as 102.5p, as a third party audit of the Kurdistan reserves showed total reserves of 9.38bn barrels of oil equivalent at Shaikan. This is lower than earlier estimates of 13.7bn barrels.

      The report identifies 12.5bn barrels of gross oil across the company's whole portfolio in the region. In a neutral rating analyst Jamal Orazbayeva at Westhouse Securities said:

      The main difference is the [volume of oil] for Shaikan of 9.38bn versus previous guidance of 13.7bn barrels.... the recovery factor is around 12% versus our assumption of 16%.

      The numbers are likely to be on the lower end of expectations and have a negative effect on the share price today.
      But Sam Wahab at Cantor Fitzgerald was positive:

      Whilst the...report represents a conservative estimate based solely on reserves which are being targeted with 26 wells representing less than 25% of all wells currently envisaged for the Shaikan development, we adjust our valuation taking account of this area only. On this basis, we reiterate our buy recommendation but reduce our target price to 183p (from 235p).
      Operationally Gulf Keystone also announced production of 10,000 barrels a day from the first Shaikan production facility, with a target of 40,000 barrels in 2014 with a second facility expected to begin production in the second quarter.

      The company said:

      In order to mover to the next stage of the Shaikan project execution, the company is making progress in its discussions on the near term debt financing options.


      Gruß
      S6
      Avatar
      schrieb am 17.03.14 08:44:31
      Beitrag Nr. 908 ()
      Gulf KeystoneShares Dented Ahead Of Move To Official List As CPR Numbers Underwhelm

      http://oilbarrel.com/news/gulf-keystoneshares-dented-ahead-o…
      Avatar
      schrieb am 20.03.14 23:34:23
      Beitrag Nr. 909 ()
      Iraq-focused oil explorer Gulf Keystone Petroleum has revealed that under a worst case scenario by January 31st 2015 it may face a maximum shortfall in its working capital requirements of 103m dollars, after which date that amount is expected to decrease.

      In parallel, and as previously disclosed, Deputy Chairman Lord Guthrie will step down and be replaced by Jeremy Asher.

      Lord Guthrie will however continue in his role as Non-Executive Director.

      That came as the company published its prospectus for listing its stock on the official list of the United Kingdom Listing Authority (UKLA).

      “The Company is of the opinion that the Group does not have sufficient working capital for its present requirements, that is, for at least the next 12 months from the date of the Prospectus. The Company is of the opinion that the Group does not have sufficient working capital for its present requirements, that is, for at least the next 12 months from the date of the Prospectus,” Gulf Keystone said.

      However, the firm is not aiming to raise any funds via that funding channel.

      To take note of, in parallel the company is currently undertaking a series of fixed income investor meetings in the US, Europe and Asia with a debt offering of up to $250m.

      The firm’s cash resources may be enhanced by several events during the next twelve months, Gulf Keystone said, including raising sales from Shaikan to 40,000 barrels a day or the sale of the Group's interest in the Akri-Bijeel Block.

      If none of those favourable events occur then the company may require additional working capital by the end of May 2014.

      Shares of Gulf Keystone Petroleum ended the day lower by 5.24% at 104p, after having fallen as low as 86p at one point in the session.

      AB

      Gruß
      S6
      Avatar
      schrieb am 21.03.14 20:15:10
      Beitrag Nr. 910 ()
      Gulf Keystone: Fixed income investor meetings

      Wednesday, March 19, 2014
      TagsUnited StatesNorth America FinanceAIM
      A debt offering of up to US$250 million in accordance with Reg S/144A is expected to follow, subject to market conditions.
      Gulf Keystone announce today that it has mandated Deutsche Bank and Pareto Securities to arrange a series of fixed income investor meetings in the US, Europe and Asia commencing 20 March 2014. A debt offering of up to US$250 million in accordance with Reg S/144A is expected to follow, subject to market conditions.

      On 13 March 2014, Gulf Keystone released an Operational and Corporate Update and published the first third party audit of the Company's reserves, contingent resources and prospective resources for its petroleum interests in the Kurdistan Region of Iraq comprising the Shaikan, Sheikh Adi, Ber Bahr and Akri-Bijeel blocks. The Company continues to maintain current stable production and sales levels at an average of 10,000 barrels of oil per day ("bopd") from the Company's first Shaikan production facility (PF-1). In addition, Shaikan-4, the third production well, recently tied-in to PF-1, has been flowing at up to 6,000 bopd in the recent week.

      The Company's immediate focus remains on achieving its target of 40,000 bopd of production capacity from PF-1 and PF-2 in 2014, which will allow further expansion of export crude oil sales. The Company estimates that achieving this level of production capacity at Shaikan, as well as continuing planned expenditure at Sheikh Adi, Ber Bahr and Akri-Bijeel, will require capital expenditure of approximately US$210 million in 2014. To complete this work programme, the Company expects to seek additional funding via a debt offering of up to US$250 million to enhance its existing cash resources, which totalled US$81.9 million as at 31 January 2014. Whilst there can be no certainty that a debt transaction will follow the Company's investor meetings, any debt raised will support the completion of the Company's move to 40,000 bopd of production capacity.

      The Company expects to utilise cash generated from increasing oil sales, in addition to the funds remaining from the contemplated raising of up to US$250 million in debt financing, to initiate the next stage of the Shaikan project execution and increase production capacity from 40,000 bopd to 66,000 bopd by Q1 2016. The increase of Shaikan production capacity to 66,000 bopd, which is the Company's next step towards reaching the medium-term target of 100,000 bopd set for Phase 1 of the approved Shaikan Field Development Plan, is expected to require construction of at least one additional production facility (PF-3) with gas injection and water handling capabilities, as well as the drilling of a substantial number of development and production wells. The increase of Shaikan production capacity from 40,000 bopd to 66,000 bopd, alongside the continuation of the planned work programmes at Sheikh Adi, Ber Bahr and Akri-Bijeel, is anticipated to require further capital expenditure of approximately US$340 million through 2014 to the end of 2015.

      Commenting on today's announcement, Todd Kozel, Chief Executive Officer of Gulf Keystone, said:

      "We have reached a crucial milestone in Gulf Keystone's transition from an exploration company to an exploration and production company. This is the first time in the Company's history that it has been in a position to access the conventional bond markets, and we are confident that this proposed bond issue will further expand the Company's financial options in the future.

      The roadmap for the Shaikan development is the field development plan approved by the KRG and its Phase 1 target of 100,000 bopd production capacity. In order to achieve this significant medium-term target, by Q1 2016 we plan to grow our production capacity from 40,000 bopd to 66,000 bopd, drilling more wells and completing our next production facility. In the near term, our intention is to maintain and increase consistent production and sales, continue to prove up reserves, diversify our funding mix, and we are looking forward to issuing our Listing Prospectus and completing our planned move to the standard segment of the Official List shortly.

      The recently published Competent Person's Report confirming some 12.5 billion barrels of gross oil in place across our portfolio in the Kurdistan Region of Iraq, demonstrates the world-class significance of the Company's asset base, especially the Shaikan field, and indicates the scale of the reserves that we can prove up as we implement Phase 1 of the development. The report has also provided us with the necessary initial baseline of minimum tangible value in order to access the credit market, which will enable us to continue to develop the Shaikan field and begin to realize its value for all of our stakeholders."

      Gruß
      S6
      Avatar
      schrieb am 25.03.14 08:26:12
      Beitrag Nr. 911 ()
      Zur Abwechslung wieder was Positives: Listing am London Main Market mit heute vollzogen

      http://www.iii.co.uk/research/LSE:GKP/news/item/1031843/firs…
      Avatar
      schrieb am 27.03.14 23:52:28
      Beitrag Nr. 912 ()
      Gulf Keystone Petroleum undeterred by oil production slump in Kurdish north of Iraq.
      By Daniel J. Graeber
      March 27, 2014 at 10:00 AM   |   0 Comments (Leave a comment)


      2

      5

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      Gulf Keystone Petroleum says 2013 good year in Iraq despite setbacks. (File/UPI Photo/Monika Graff) | License Photo


      March 27 (UPI) -- Though gross production for 2013 slumped, Gulf Keystone Petroleum, active in the Kurdish oil sector of Iraq, said Thursday it had a successful year.
      The company, which has headquarters in London, said gross production for 2013 declined more than 40 percent from the previous year to 496,921 barrels of oil. Its sales, all of which came from the Shaikan reserve area in the Kurdish north of Iraq, generated $6.7 million in revenue last year, compared with $32.2 million in 2012.

      Chief Executive Officer Todd Kozel, however, said 2013 was a successful year for the company because it transitioned from an exploration company to a development and production company in large part because of its stake in Kurdish oil.

      "We continue to be encouraged by the recent positive political developments in the Kurdistan Region of Iraq, where the fast pace of economic development was maintained in 2013, not solely but largely due to the burgeoning oil and gas sector," he said in a statement.

      The company in June said the region's Shaikan field could hold as much as 10.5 billion barrels of oil. The semiautonomous Kurdistan Regional Government has said production could reach 250,000 bpd by 2018.

      The KRG has been locked in a heated debate over oil revenue with the central government in Baghdad.



      Read more: http://www.upi.com/Business_News/Energy-Resources/2014/03/27…

      Gruß
      S6
      Avatar
      schrieb am 29.03.14 17:19:32
      Beitrag Nr. 913 ()
      Avatar
      schrieb am 30.03.14 18:04:09
      Beitrag Nr. 914 ()
      Wenn es zu einer Übernahme kommen sollte,dann wäre das der absolute Hammer!Man sollte meiner Meinung nach die Chinesen nicht unterschätzen.GKP ist mittlerweile Ölproduzent und bei diesem enormen
      Potential an Ölvorkommen.Bei einer Übernahme rechne ich in diesem
      Stadium mit einem Preis von 3-5US Dollar pro Barrel Ölreserve.Laut
      PSC gehe ich von ca.25% des Verkaufserlöses für GKP aus(ca.25 US Dollar pro verkauften Barrel Öl für GKP).Wichtig ist,daß es endlich mal reibungslos mit dem Export und Verteilung der Öleinnahmen durch
      die SOMO klappt.Ab 1.April 2014 sollen ja 100000bopd kurdisches Öl
      durch die SOMO verkauft werden.
      Man wird sehen was 2014 bringen wird.Q2 2014 soll ja PF2 seinen
      Produktionsbetrieb aufnehmen.

      Falke7
      Avatar
      schrieb am 31.03.14 13:38:52
      Beitrag Nr. 915 ()
      Zitat von BalatonBomber: Jetzt muss sich der Wert erstmal auskotzen. Danach sehen wir weiter.


      Boom!

      90p.
      Mal sehen wann der Absturz stoppt.

      Folgender Hintergrund:
      Shares in Gulf Keystone (GKP) have slumped by 9% to just 90p today amid ongoing concerns about the company’s rescue $250 million bond offering which has to succeed if Gulf is to avoid going tits up in May.

      Infamous bear raider Evil Knievil has revealed to Shareprophets today that he is now short of 200,000 shares. While declining to set a short term target price, Knievil says that the see through value of Gulf’s equity based on the 15% yield to redemption on Gulf’s existing $325 million of bonds is c30p.

      Knievil argues that if bond investors can secure a 15% yield to redemption in the secondary market, since Gulf last week ruled out offering an equity kicker on the new bond issue, that issue is going to have to be priced well into junk bond territory to get away. He speculates that the pricing and completion of this issue may not be going quite according to plan.

      Fellow bear raider Lucian Miers issued a similar stark warning at the weekend, predicting that 70p could be hit in the short term.
      Avatar
      schrieb am 31.03.14 18:09:20
      Beitrag Nr. 916 ()
      Das geht gerade in Richtung perfekter Sturm:
      - Der politische Streit zwischen KRG und Zentralregierung löst sich wohl frühestens nach den Wahlen auf. Kann aber auch länger dauern. Für alle Unternehmen mit einem negativen Cashflow sind solche Verzögerungen Gift.
      - Ted Kozel, der Chef von GKP, ist nicht gerade vertrauenserweckend. Redet die Aktie hoch, um sie dann zu verkaufen, spendiert sich 10 MioPfund pro Jahr als Gehalt, ohne zu liefern - daraus werden Investorenträume gestrickt.
      - GFP wurde bereits in der Vergangenheit mittels Übernahmegerüchten als "Pump&Dump"-Wert missbraucht. Daher springen die Aktionäre dieses Mal vielleicht nicht so gerne darauf an.
      - Eine unabhängige Untersuchung zeigte, dass GFP die Ölvorräte eher zu großzügig geschätzt hat. So verliert man Vertrauen.
      - GKP hat im vergangenen Sommer sicher versprochen, bis Jahresende 40.000 Barrel/day zu fördern - Pustekuchen. Jetzt steht dieses Versprechen für den Sommer. GKP muss liefern, um Vertrauen herzustellen.

      Wenn sich der Kurs weiter auskotzt und die britischen Aktionäre verzagter werden, könnten sich zu 0,5 - 0,7 Pfund doch noch interessante Perspektiven eröffnen.
      Fall für die Watchlist.
      Avatar
      schrieb am 01.04.14 23:41:30
      Beitrag Nr. 917 ()
      Avatar
      schrieb am 13.04.14 18:03:44
      Beitrag Nr. 918 ()
      Gulf Keystone priced a debt offering of US$250 million

      Wednesday, April 9, 2014
      TagsUnited StatesNorth America FinanceAIM
      Gulf Keystone is pleased to announce today that it has priced a debt offering of US$250 million.

      The privately placed debt securities, offered in accordance with Reg S/144A to institutional investors in Europe, the US and Asia, consists of three-year senior unsecured notes carrying a coupon of 13% per annum and freely tradeable and detachable warrants relating to 40 million common shares in the Company.

      Key terms of the notes and warrants are set forth in the tables below.

      Notes

      Issuer:
      Gulf Keystone Petroleum Limited
      Guarantor:
      Gulf Keystone Petroleum International Limited
      Issue Size:
      U.S.$250,000,000
      Trade Date:
      8 April 2014
      Issue Date:
      17 April 2014 (T+7)
      Maturity Date:
      18 April 2017
      Issue Price:
      100 per cent. plus accrued interest, if any, from the Issue Date
      Interest:
      13.00 per cent. per annum
      Interest Payment Dates:
      18 April and 18 October, beginning on 18 October 2014
      Denominations:
      U.S.$200,000
      Form of Notes:
      Registered
      Estimated Net Proceeds:
      U.S.$240,000,000
      Yield to Maturity:
      13.00 per cent.
      Redemption Provisions:

      - First Call Date

      - Make-whole call

      - Redemption price

      - Redemption with proceeds of equity

      offering


      18 October 2015

      At any time prior to 18 October 2015 at a discount rate of the Treasury Rate plus 50 basis points

      Commencing: 18 October 2015: 106.50 per cent.

      18 April 2016: 103.25 per cent.

      18 October 2016: 100.00 per cent.

      Prior to 18 October 2015, up to 35 per cent. may be redeemed at 113.00 per cent. plus accrued and unpaid interest, provided that at least 65 per cent. of the original principal amount of Notes remains outstanding.
      Change of Control
      Put option at 101 per cent. of principal plus accrued and unpaid interest
      Shaikan Block Asset Sale
      Upon occurrence, put option at 105 per cent. of principal plus accrued interest until 18 October 2015; put option at the relevant redemption price thereafter
      Book Equity Ratio Event
      Put option at 101 per cent. of principal plus accrued and unpaid interest
      Estimated fees, commissions and expenses:
      U.S.$10,000,000
      Use of Proceeds:
      Finance the continued development of the Shaikan field, finance required cash commitments related to other fields in which the Guarantor has a participating interest and for general corporate purposes.
      Governing Law:
      English law
      Listing:
      The Issuer intends to apply for the Notes to be listed on the Official List of the Luxembourg Stock Exchange for trading on the EuroMTF market
      Selling Restrictions:
      EEA, Bermuda, Norway, UK, US
      Clearing:
      Regulation S: Euroclear, Clearstream

      144A: Euroclear, Clearstream

      Warrants

      Issuer:
      Gulf Keystone Petroleum Limited
      Number of Warrants:
      40,000,000
      Exercise Price
      U.S.169.907 cents (102.3535 pence)
      Exercise Price Exchange Rate
      U.S.$1.66 per £1.00 based on the Bloomberg Composite Rate on 7 April 2014
      Warrants per Note:
      32,000
      Warrant Duration:
      36 months
      Form of Warrants:
      Registered
      Use of Proceeds at Exercise Price:
      Finance the continued development of the Shaikan field, finance required cash commitments related to other fields in which the Guarantor has a participating interest and for general corporate purposes.
      Governing Law:
      English law
      Listing:
      The Issuer intends to apply for the Warrants to be listed on the Official List of the Luxembourg Stock Exchange for trading on the EuroMTF market
      Selling Restrictions:
      EEA, Bermuda, Norway, UK, US
      Clearing:
      Regulation S: Euroclear, Clearstream

      144A: Euroclear, Clearstream
      This article is for information and discussion purposes only and does not form a recommendation to invest or otherwise. The value of an investment may fall. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. More

      Gruß
      S6
      Avatar
      schrieb am 13.04.14 18:18:04
      Beitrag Nr. 919 ()
      Die Finanzierungskonditionen sind schon recht übel.
      Da würde ich der Gesellschaft auch lieber Fremd- statt Eigenkapital geben.

      GKP muss dringend selbstfinanzierend arbeiten können, sonst geht noch einiges an Zinsen durchs Klo.
      Avatar
      schrieb am 17.04.14 23:21:42
      Beitrag Nr. 920 ()
      Gulf Keystone Petrol
      Settlement of US$250 million debt financing
      RNS Number : 1143F
      Gulf Keystone Petroleum Ltd.
      17 April 2014
       
      
      Not for release, publication or distribution, directly or indirectly, in whole or in part in or into the United States or any jurisdiction other than the United Kingdom and Bermuda where to do so would constitute a contravention of the relevant laws or regulations of such jurisdiction.  This announcement (and the information contained herein) does not contain or constitute an offer to sell or the solicitation of an offer to purchase, nor shall there be any sale of securities in any jurisdiction where such offer, solicitation or sale would constitute a contravention of the relevant laws or regulations of such jurisdiction.
       
       
      17 April 2014
      Gulf Keystone Petroleum Ltd. (LSE: GKP)
      ("Gulf Keystone" or "the Company")
       
      Settlement of US$250 million debt financing
       
      Gulf Keystone is pleased to announce today the settlement and closing of its successful debt offering of US$250 million in three-year senior unsecured notes due April 2017, which have been privately placed in accordance with Reg S/144A with institutional investors in Europe, the US and Asia.
       
      The offering contained freely tradeable and detachable warrants relating to 40 million common shares in the Company.
       
      The Company intends to apply to list the notes and the warrants on the Official List of the Luxembourg Stock Exchange for trading on the Euro MTF market of the Luxembourg Stock Exchange.

      Gruß
      S6
      Avatar
      schrieb am 21.04.14 17:28:06
      Beitrag Nr. 921 ()
      Also für ein Onshore-Betrieb benötigen sie aber ganz schön viel Kapital! Ständig diese Verwässerungen. Wird immer unattraktiver.
      Avatar
      schrieb am 30.04.14 19:55:54
      Beitrag Nr. 922 ()
      2013 Annual Report and Accounts
      Gulf Keystone is pleased to present the Company's Annual Report and Accounts for the year ended 31 December 2013.

      The Annual Report and Accounts are available on the Company's website at www.gulfkeystone.com.

      The Annual Report and Accounts have also been posted to shareholders today.

      The Company will publish its Q1 2014 Interim Management Statement on 14 May 2014. 

      14. Mai-Na dann!:kiss:

      Gruß
      S6
      Avatar
      schrieb am 11.06.14 17:58:20
      Beitrag Nr. 923 ()
      Was geht hier ab ?
      Der kurs kackt ja völlig ab !
      Avatar
      schrieb am 11.06.14 18:22:19
      Beitrag Nr. 924 ()
      Zitat von Eulenfoerster: Was geht hier ab ?
      Der kurs kackt ja völlig ab !


      Der Markt ist besorgt wegen der Unruhen im Irak, d. h. weil eine sunnitische Guerrilla-Truppe Mosul besetzt hat. Mosul ist zum Teil kurdisch besiedelt, zählt aber nicht zur autonomen Region kurdistan, weswegen die Peschmerga nicht eingegriffen hat.

      Die irakischen Regierungstruppen sind davon gelaufen wie die Hasen und haben ihre Waffen zurück gelassen.

      eigentlich eine eher gute Nachricht für Kurdistan und die Ölunternehmen dort.
      Avatar
      schrieb am 24.06.14 09:12:02
      Beitrag Nr. 925 ()
      Offizielle Twitter-Accounts von Isis vermeldeten gestern und heute Kampfhandlungen zwischen Isis und kurdischen Peschmerga-Kämpfern bei Kirkuk sowie zwischen Isis und irakischer Armee in Ramadi. Isis behauptet außerdem, die Kontrolle über die Straße zwischen Tikrit und Kirkuk gewonnen zu haben. Unabhängige Bestätigungen für diese Informationen gibt es nicht. Unwahrscheinlich sind sie nicht. Die New York Times schätzt, dass ein Viertel der irakischen Armee „nicht kampf-effektiv“ ist. Kurdische Quellen berichten zudem, dass ein Isis-Sprengsatz nahe der syrischen Grenze bei Rabia zwei Peschmerga-Kämpfer getötet und sieben verletzt habe; auch an anderen Orten habe es Gefechte gegeben, die kurdischen Milizen seien in erhöhter Alarmbereitschaft
      Avatar
      schrieb am 27.06.14 18:38:42
      Beitrag Nr. 926 ()
      Das Ganze ist und bleibt ein heißes Investment.
      Avatar
      schrieb am 27.06.14 22:33:05
      Beitrag Nr. 927 ()
      Zitat von moneyscheffler: Das Ganze ist und bleibt ein heißes Investment.


      Bei mir nicht mehr. Ich habe heute zuerst einen Teil zu 103 pence und dann den Rest zu 106 pence verkauft. Ich hätte nicht gedacht bei GKP ohne Verlust heraus zu kommen und nun ist es ein kleiner Gewinn geworden.

      Der Rücktritt von Todd Kozel hat eine Euphorie losgetreten und diese dann wohl dazu geführt, dass einige Leerverkaufspositionen geschlossen werden mußten.
      Avatar
      schrieb am 27.06.14 22:39:02
      Beitrag Nr. 928 ()
      Gulf Keystone investors win 'shoot-out' as chief executive Todd Kozel is ousted in board shake-up
      By ROB DAVIES
      PUBLISHED: 08:15 GMT, 26 June 2014 | UPDATED: 08:21 GMT, 26 June 2014
      1 View
      comments
      Investors won a ‘shoot-out’ with management at Gulf Keystone Petroleum as charismatic founder Todd Kozel was ousted as chief executive.
      His departure comes a month after Gulf Keystone's finance director left, with the Kurdistan-focused oil firm under pressure from shareholders to rein in lavish pay and improve corporate governance.
      While he will remain an executive director, senior sources said Kozel was the victim of a very public spat with shareholder M&G, which has 5.4 per cent of the firm.

      Shake-up: Gulf Keystone Petroleum owns the giant Shaikan oilfield in northern Iraq
      Supported by fellow investor Capital Research, with 5.6 per cent, M&G parachuted four board members into Gulf Keystone last July.
      They included Jeremy Asher, who had been ousted as a non-executive by Kozel in 2010 and is understood to have returned the favour by spearheading efforts to remove him.
       
      More...
      Second rebellion at WPP as nearly 30% of investors refuse to back boss Martin Sorrell's £30m pay
      TSB shares fall 4% in first day of full trading as bank makes a return on the stock market
      Gulf Keystone Petroleum shares: Check the latest price here
      Asher also left the board yesterday and one source said he was leaving because it was ‘job done’.
      Kozel has proved a controversial figure, with his £14million pay package in 2012 attracting criticism from investors and campaigners against excessive remuneration.
      But a well-placed source said his idiosyncratic manner had also ruffled feathers: ‘He has that brash entrepreneurial style, talking things up and making outlandish claims. They’re looking for a doer, not a talker.’
       

      Another source with knowledge of Gulf Keystone Petroleum, which owns the giant Shaikan oilfield in northern Iraq, admitted the shake-up had been badly handled.
      Finance director Ewen Ainsworth left last month, with the departures of Kozel, Asher and fellow M&G nominee John Bell revealed yesterday.
      Several hours later Gulf Keystone (up 3.38p at 83.63p) announced the resignation of Thomas Shull, another of M&G’s four board members.
      ‘It’s like a shoot-out in a Western and everybody’s dead,’ said the source.
      Chairman Simon Murray said the firm had begun the process of bringing in ‘top-quality talent’ to take it through the next stage of its development.


      Read more: http://www.thisismoney.co.uk/money/markets/article-2670458/T…
      Follow us: @MailOnline on Twitter | DailyMail on Facebook

      Gruß
      S6
      Avatar
      schrieb am 27.06.14 23:03:03
      Beitrag Nr. 929 ()
      http://mnr.krg.org/index.php/en/oil/oil-maps

      Moin,
      nach meiner Einschätzung außer Reichweite der Wahnsinnigen....
      Sieht man auf der Karte ganz gut.

      Gruß
      S6
      Avatar
      schrieb am 28.06.14 10:39:39
      Beitrag Nr. 930 ()
      Zitat von summer6: http://mnr.krg.org/index.php/en/oil/oil-maps

      Moin,
      nach meiner Einschätzung außer Reichweite der Wahnsinnigen....
      Sieht man auf der Karte ganz gut.

      Gruß
      S6


      Bei Gulf Keystone ist die wesentliche Bedrohung die hohe Verschuldung und nicht die ISIS. Hinzu kommt die Furcht, was T. Kozel an Dreck unter den Teppich gekehrt haben könnte und jetzt beim Säubern zum Vorschein kommen könnte.

      Die Peshmerga ist stark genug, Attacken der ISIS zurückzuschlagen. Mit dem Urteil des höchsten irakischen Gerichts zur Unzuständigkeit der Zentralregierung für Vermarktung und Export des kurdischen Öls dürften Vermarktung und Export noch einfacher bzw. günstiger werden und höhere Margen erlauben. Höhere Steuereinnahmen der Kurden ermöglichen ihnen auch ein Aufstocken des Militärbudgets. Damit wird die Peshmerga noch stärker.

      Die ISIS ist aber noch nicht geschlagen, verfügt über mehr Resourcen als Al Quaida je hatte und hat mächtige Unterstützer. Darüber hinaus beherrscht ISIS Infiltration und Rekrutierung. Die extremistische Islamauslegung übt eine Faszination auf labile Jugendliche aus - im Irak, in Syrien aber auch im gesamten Westen, in den arabischen Ländern und gemäßigten islamischen Ländern. Der ISIS-Islamismus ist ein Gift, wie es Nationalsozialismus und der Kommunismus in den Händen Hitlers, Stalins, Polpot und Mao war.

      Die Kurden müssen da weiter aufpassen und auch diplomatisch geschickt ihre Karten ausspielen. Für GKP geht es aber zusätzlich darum, ein solides und seriöses Unternehmen zu werden.
      Avatar
      schrieb am 28.06.14 21:39:59
      Beitrag Nr. 931 ()
      Da muss doch etwas faul sein, wenn alle Ratten das Boot auf einmal verlassen ?!
      Avatar
      schrieb am 14.08.14 09:09:09
      Beitrag Nr. 932 ()
      Hier ist aber tote Hose.
      Bin gestern mal wieder eingestiegen. Hätte nicht gedacht, so günstig wieder rein zu kommen. Momentan politisch sehr kritische Phase, aber die USA wird schon alleine wegen den Ölfeldern bekriegen. Mittel- bis langfristig sehe ich jetzt Kaufkurse.
      Avatar
      schrieb am 14.08.14 22:42:16
      Beitrag Nr. 933 ()
      Maliki tritt ab laut Staatsfernsehen
      Avatar
      schrieb am 30.09.14 23:11:29
      Beitrag Nr. 934 ()
      Man sitzt hier auf über 9 Mrd. Barrel Öl und der Kurs erreicht 52 Wochentief. Unglaublich aber guter Zeitpunkt wieder einzusteigen. :D
      Avatar
      schrieb am 27.01.15 23:40:25
      Beitrag Nr. 935 ()
      Jetzt winken wieder sehr schnell 30 % Kursgewinn bei diesen Kursen :D
      Avatar
      schrieb am 26.02.15 23:11:14
      Beitrag Nr. 936 ()
      Der Thread ist wohl tot. Keiner mehr investiert.

      Würde mich mal interessieren, was andere von einem Sell Off halten ?
      1 Antwort
      Avatar
      schrieb am 01.03.15 17:27:27
      Beitrag Nr. 937 ()
      Antwort auf Beitrag Nr.: 49.189.937 von Eulenfoerster am 26.02.15 23:11:14Warten nicht alle auf eine mögliche Übernahme???
      Avatar
      schrieb am 01.03.15 17:29:07
      Beitrag Nr. 938 ()
      Ich werde die Woche nochmal Taschengeld investieren.
      Avatar
      schrieb am 01.03.15 17:46:58
      Beitrag Nr. 939 ()
      Keiner weiß, wer GKP die 20 mio $ geschickt hat!
      1 Antwort
      Avatar
      schrieb am 01.03.15 18:13:05
      Beitrag Nr. 940 ()
      und malcy schwatzt was von 3 pounds takeover....
      auf eine spannende woche.....
      Avatar
      schrieb am 01.03.15 23:56:35
      Beitrag Nr. 941 ()
      Antwort auf Beitrag Nr.: 49.209.830 von BaronOppenSAL am 01.03.15 17:46:58Welche 20 Mio. ?
      Eine Übernahme für 3 Pounds wäre ja absolut lächerlich.
      Oil in Ground wird in dere Regel mit 5-6 $ pro Barrel bewertet. Gut, Ölpreis ist gesunken, ist aber eine Momentaufnahme. Das würde ein realistischen Wert von 45Mrd.$ bedeuten bei 9 Mrd. Barrel nachgewiesenen Resourcen.

      Auch klat, das dies nicht zu erwarten sind.
      Avatar
      schrieb am 02.03.15 11:55:05
      Beitrag Nr. 942 ()
      26 February 2015



      Gulf Keystone Petroleum Ltd. (LSE: GKP)

      ("Gulf Keystone" or "the Company")

      Payment Confirmation

      Further to the Company's RNS of 25 February 2015, Gulf Keystone confirms receipt into its bank account of a further US$26 million gross payment (US$20.8 million net to Gulf Keystone) constituting a pre-payment from a third party buyer for future Shaikan crude oil sales.
      Avatar
      schrieb am 18.03.15 13:59:26
      Beitrag Nr. 943 ()
      Gulf Keystone, the operator of the world class Shaikan field in the Kurdistan Region of Iraq, today announces that it has resumed production and truck loading operations at both its production facilities (PF-1 and -2), in line with the pre-payment of US$ 26 million gross (US$20.8 million net to Gulf Keystone) received for future Shaikan crude oil sales on 25 February. Gulf Keystone will now ramp up production to levels consistent with the installed capacity of 40,000 barrels of oil per day. The Company anticipates that a further payment of a similar nature will be received, which is expected to stabilise a payment cycle for current and future Shaikan production.

      Shaikan-10, the Company's first development well and ninth producer, has demonstrated excellent productivity from the limited flow data gained to date. Drilled from the same surface location as Shaikan-10, but 2km away subsurface, Shaikan-11, an additional production well has now been completed. Shaikan-11, which will provide PF-2 with additional production capacity, was drilled nine days ahead of time and under budget. The losses observed during drilling point to Shaikan-11 being a potentially prolific producer. Furthermore, Shaikan-8 is now fully connected and able to produce into PF-1.

      Commenting on today's news, John Gerstenlauer, Chief Executive Officer of Gulf Keystone, said:



      "We are pleased to have resumed production and truck loading operations at Shaikan. Over recent weeks we have maintained a flexible and prudent approach, ensuring that we can maximise revenues from Shaikan. We remain confident of a regular payment cycle for Shaikan crude being established in the near term.



      "From an operational perspective, Shaikan is performing well and we are encouraged by the initial results from Shaikan-10 and the recently completed Shaikan-11 we
      11 Antworten
      Avatar
      schrieb am 20.03.15 01:15:38
      Beitrag Nr. 944 ()
      Antwort auf Beitrag Nr.: 49.361.531 von BaronOppenSAL am 18.03.15 13:59:26Warum fällt der Kurs bei diesen guten Nachrichten ???

      Hinzu kommt, dass man ja bereits öffentlich bekannt gegeben hat, dass man bereit ist, Ölfelder zu veräussern oder eine Übernahme nicht abgeneigt ist. Hier ist ein vielfaches an Potenzial drin. Mir unbegreiflich warum der Kurs fällt und fällt.

      Der Ölpreis kann nicht schuld alleine sein.
      10 Antworten
      Avatar
      schrieb am 20.03.15 19:36:02
      Beitrag Nr. 945 ()
      Antwort auf Beitrag Nr.: 49.378.646 von Eulenfoerster am 20.03.15 01:15:38Moin

      kann mir hier jemand die Rolle der Bond Holder erklären?

      Bisher habe ich Geologie, Lagerstätte, Förderkosten Markt etc recherchiert. Hier stehen aus meiner Sicht alle Lichter auf grün. Außer vielleicht das politische Risiko, wenn man nicht an die neu gewonnene Stärke der Kurden glaubt. Oder befürchtet, dass der Ölpreis abstürzt. Hier hätte ich weniger Befürchtungen, weil Kurdistan bei diesen Lagerstätten mit den Förderkosten der Saudis lange wird mithalten können.
      9 Antworten
      Avatar
      schrieb am 20.03.15 19:42:35
      Beitrag Nr. 946 ()
      Angst vor ISIS
      Avatar
      schrieb am 25.03.15 00:01:50
      Beitrag Nr. 947 ()
      Antwort auf Beitrag Nr.: 49.385.960 von texas2 am 20.03.15 19:36:02Gulf Keystone Petroleum (LSE: GKP) officially put itself up for sale last month, revealing that it was in talks with a number of unnamed parties.
      Two investment banks, Deutsche Bank and Perella Weinberg, were hired to advise the company on its options.
      However, as of yet no offers have emerged for the company and it seems that, for the time being at least, that Gulf Keystone is planning a future alone.
      A future alone
      Reports now suggest that Gulf Keystone could reveal a rights issue as early as this week, as the company tries to get to grips with its £384m debt pile. City analysts believe that the company will ask shareholders for £30m -- around $44m -- from a rights issue, which should help bolster cash balances.
      In addition to the rights issue, the company has already asked its bondholders to approve a proposal to change the details of the Trust Deed governing some of its debt. This proposal is related to the group's $250m, 13% guaranteed notes due 2017, which the company is required to repay in full if its ratio of book equity to total assets falls below the key level of 0.4.
      It's expected that due to the writedown of some asset values, Gulf Keystone's ratio of book equity to total assets will fall below the key threshold of 0.4 within the next month.
      Gulf Keystone's management originally stated that the company had received confirmation from multiple bondholders that they were willing to change the rules governing the notes. However, since this statement was issued, the deadline for the restructuring has been extended. This could be an indication that the bondholders' stance has hardened.
      Analysts believe that Gulf Keystone's cash balance is around $90m, so clearly it cannot afford to repay the $250m notes any time soon. And, according to analysts, changes to the conditions attached to the bonds will also make the company more appealing to potential buyers.
      Restarting production
      Gulf Keystone also recently restarted oil production at its Shaikan oil field after receiving a one-off payment of $26m from an unnamed party. But the company is yet to receive a firm commitment from the Kurdistan government regarding regular payments for oil exports. Until such time as Gulf Keystone receives a commitment for regular payments, the company is going to struggle.
      That said, it seems as if the company has the support of both bondholders and shareholders. So Gulf Keystone is not on the rocks just yet. The group has the support of key stakeholders who appear willing to help the company through its troubles.
      Far from clear
      Unfortunately, as Gulf Keystone tries to work its way out of a sticky situation, the company's future is far from clear.
      If you're tired of waiting for Gulf Keystone's turnaround, here at the Motley Fool we're always on the lookout for the market's best hidden gems and business visionaries.
      To that end, our team of top analysts has put together this FREE report,"3 Hidden Factors Behind This Daring E-commerce Play". The company our analysts have recently uncovered is already profitable and has a proven advantage over its peers.
      This is something you do not want to miss and we're offering you the chance to find out more for free right now -- just click here.
      Rupert Hargreaves has no position in any shares mentioned. The Motley Fool UK has no position in any of the shares mentioned. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.
      8 Antworten
      Avatar
      schrieb am 25.03.15 19:59:33
      Beitrag Nr. 948 ()
      Antwort auf Beitrag Nr.: 49.413.812 von texas2 am 25.03.15 00:01:5024 March 2015

      Gulf Keystone Petroleum Ltd. (LSE: GKP)
      ("Gulf Keystone" or "the Company")


      Extension of Early Consent Time

      US$250 million 13.0 per cent. Guaranteed Notes due 2017
      (Regulation S Notes: ISIN XS1056559245 / Common Code 105655924;
      Rule 144A Notes: ISIN XS1056559088 / Common Code: 105655908)
      (the "Notes")


      Further to the Company's RNS of 12 March 2015, Gulf Keystone, the operator of the world class Shaikan field in the Kurdistan Region of Iraq, today announces that it has extended the Early Consent Time for the consent solicitation in respect of the Notes announced on 12 March 2015 (the "Consent Solicitation"). The Early Consent Time has been extended to 5.00 p.m. London time on 1 April 2015. The other terms and conditions of the Consent Solicitation remain unchanged.

      Holders who wish to receive the Early Consent Fee must validly deliver a Consent prior to the Early Consent Time.

      The complete terms and conditions of the Consent Solicitation are described in the Consent Solicitation Memorandum dated 12 March 2015 issued by the Company, as supplemented by the Supplement dated 24 March 2015 (together, the "Consent Solicitation Memorandum"), copies of which may be obtained by contacting D.F. King Limited, the information and tabulation agent for the Consent Solicitation, as set out below. Additional information concerning the Consent Solicitation may be obtained by contacting the solicitation agents.

      Capitalised terms have the meanings assigned to them elsewhere in this release or in the Consent Solicitation Memorandum, as applicable.

      This RNS is for informational purposes only, and the Consent Solicitation is being made only pursuant to terms of the Consent Solicitation Memorandum. The Consent Solicitation is not being made to, and Consents are not being solicited from, holders of Notes in any jurisdiction in which it is unlawful to make such solicitation or grant such Consent. None of the Company, the guarantor of the Notes, the solicitation agents, the information and tabulation agent or the trustee under the trust deed constituting the Notes makes any recommendation as to whether or not holders of Notes should deliver any Consents. Each holder of Notes must make its own decision as to whether or not to deliver a Consent.

      Further Information

      A complete description of the terms and conditions of the Consent Solicitation is set out in the Consent Solicitation Memorandum. Further details about the transaction can be obtained from:

      The Solicitation Agents

      Deutsche Bank AG, London Branch
      Tel: +442075476153
      Tel: +442075473693
      Email: gkp.liability.management@list.db.com
      Perella Weinberg Partners UK LLP
      Tanguy Riviere
      Tel: +44 20 7268 2874
      Email: triviere@pwpartners.com

      Yue Zhou
      Tel: +44 20 7268 2844
      Email: yzhou@pwpartners.com

      Requests for assistance in completing and delivering the electronic voting instructions or requests for copies of the Consent Solicitation Memorandum and other related documents should be directed to the Information and Tabulation Agent:

      Information and Tabulation Agent

      D.F. King Limited
      85 Gresham Street
      London EC2V 7NQ
      United Kingdom
      Tel: +44-20-7920-9700
      Email: gkp@dfkingltd.com



      ---------------------------------------------

      Gulf Keystone bondholders need more time
      By Lee Wild | Tue, 24th March 2015 - 10:47
      Share this
      Gulf Keystone bondholders need more time Less than a fortnight after setting out a plan to tidy up its finances, Gulf Keystone (GKP) has had to give bondholders more time to decide whether to back the deal or not. There is no explanation given by the struggling oil company, but having to extend a deadline to qualify for incentives does imply that the number of potential backers unwilling to sign is significant enough.
      Gulf, which operates the Shaikan field in the Kurdistan region of Iraq, said on 12 March it wanted to amend the trust deed constituting the $250 million 13% Guaranteed Notes due 2017. Currently, it must offer to buy back the notes at 101% plus interest at the end of September.

      Instead, Gulf offered noteholders who agreed to the changes by 5pm on 23 March $5 in cash for each $1,000 in principal amount of the notes outstanding. Those who consent by 1 April, the expiration date, get $1.50 for each $1,000.

      Now, management has extended the so-called "Early Consent Time" to 5pm on 1 April.



      There is no further detail, although we were told earlier this month that Gulf had "confidentially discussed the consent solicitation with a number of significant noteholders, and, based on the noteholders' responses during those discussions, expects them to be supportive." We'll see.

      A meeting will be held in London on 7 April to either pass or reject the Extraordinary Resolution.

      This article is for information and discussion purposes only and does not form a recommendation to invest or otherwise. The value of an investment may fall. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.
      7 Antworten
      Avatar
      schrieb am 30.03.15 20:06:01
      Beitrag Nr. 949 ()
      Antwort auf Beitrag Nr.: 49.422.527 von texas2 am 25.03.15 19:59:33
      Diese guaranteed notes bleiben für mich rätselhaft:


      Gulf Keystone Petroleum Ltd. (LSE: GKP)

      ("Gulf Keystone" or "the Company")



      Extension of Early Consent Time and Expiration

      US$250 million 13.0 per cent. Guaranteed Notes due 2017
      (Regulation S Notes: ISIN XS1056559245 / Common Code 105655924;
      Rule 144A Notes: ISIN XS1056559088 / Common Code: 105655908)
      (the "Notes")



      Further to the Company's RNS of 12 March 2015, Gulf Keystone, the operator of the world class Shaikan field in the Kurdistan Region of Iraq, today announces that it has extended the Early Consent Time and Expiration Date for the consent solicitation in respect of the Notes announced on 12 March 2015 (the "Consent Solicitation"), and amended the Expiration Time. The Early Consent Time has been extended to 3.00 p.m. London time on 2 April 2015, the Expiration Date has been extended to 2 April 2015 and the Expiration Time has been amended to 3.00 p.m. London time. The Early Consent Time is therefore extended to 3.00 p.m. London time on 2 April 2015 and the Expiration Time is extended to 3.00 p.m. London time on 2 April 2015. The other terms and conditions of the Consent Solicitation remain unchanged.

      Holders who wish to receive the Early Consent Fee must validly deliver a Consent prior to the Early Consent Time. Holders who deliver their electronic voting instructions after the Expiration Time on the Expiration Date will not be eligible to receive a Consent Fee and will not be entitled to arrange for the appointment of the Information and Tabulation Agent or any other person as proxy to attend and vote at the Meeting.

      The complete terms and conditions of the Consent Solicitation are described in the Consent Solicitation Memorandum dated 12 March 2015 issued by the Company, as supplemented by the Supplements dated 24 March 2015 and 30 March 2015 (together, the "Consent Solicitation Memorandum"), copies of which may be obtained by contacting D.F. King Limited, the information and tabulation agent for the Consent Solicitation, as set out below. Additional information concerning the Consent Solicitation may be obtained by contacting the solicitation agents.

      Capitalised terms have the meanings assigned to them elsewhere in this release or in the Consent Solicitation Memorandum, as applicable.

      This RNS is for informational purposes only, and the Consent Solicitation is being made only pursuant to terms of the Consent Solicitation Memorandum. The Consent Solicitation is not being made to, and Consents are not being solicited from, holders of Notes in any jurisdiction in which it is unlawful to make such solicitation or grant such Consent. None of the Company, the guarantor of the Notes, the solicitation agents, the information and tabulation agent or the trustee under the trust deed constituting the Notes makes any recommendation as to whether or not holders of Notes should deliver any Consents. Each holder of Notes must make its own decision as to whether or not to deliver a Consent.
      6 Antworten
      Avatar
      schrieb am 30.03.15 20:24:01
      Beitrag Nr. 950 ()
      Antwort auf Beitrag Nr.: 49.458.596 von texas2 am 30.03.15 20:06:01Simon Murray, eine sehr schillernde Person mit einem faszinierenden Lebenslauf von dem ich annehme, dass er weiß wie der Hase laufen könnte. Offensichtlich werden hier hochpolitische Spielchen getrieben.


      By Mark Kleinman, City Editor

      Investors in a controversial London-listed oil company are demanding that it begins hunting a successor to its chairman in return for backing a £30m fundraising.

      Sky News has learnt that several major City institutions have told Gulf Keystone Petroleum that they want to see a replacement identified for Simon Murray, who took over as chairman less than two years ago.

      The ultimatum comes amid discussions between Gulf Keystone, which operates in the Kurdistan region of Iraq, and prospective buyers of its assets or the whole company.

      Payments to oil exporters have faced protracted delays as the Kurdistan Regional Government (KRG) has been distracted by ongoing unrest in Iraq and the need to devote resources to countering incursions by Islamic State insurgents.

      Although Gulf Keystone and other foreign oil companies have begun to receive some multimillion dollar payments, the company's indebtedness has left it facing a financial crunch.

      Last month, Gulf Keystone confirmed a Sky News report that it was in talks with prospective buyers, while it has also been pursuing a share placing to raise roughly £30m as an alternative option to secure its future.

      Leading City institutions which have fought a long-running battle with the company over pay and governance are now calling on Mr Murray to depart.

      A former French Legionnaire and ex-chairman of Glencore, the giant commodities trader, Mr Murray was drafted in as Gulf Keystone’s chairman in July 2013 after a protracted fight led by Capital Group and M&G Investments.

      The company’s former chief executive, Todd Kozel, finally stepped down from the role last year following hints of a further revolt, but the change has failed to appease investors.

      A number of independent board members elected as part of a peace deal in 2013 have since been forced out.

      Shares in Gulf Keystone have slumped by more than 63% during the last year, valuing it at just £330m, while it continues to carry debts of nearly £400m.

      It is unclear whether Gulf Keystone will agree to expedite a succession plan for Mr Murray or whether potential successors have been identified.

      The fundraising may yet be a necessity, since a sale of Gulf Keystone is by no means certain.

      Exxon Mobil is said to be among the prospective buyers.

      In a statement earlier this month, Gulf Keystone said: "Stakeholders are advised that these discussions (with potential buyers) are preliminary and, as such, there can be no certainty that any offers will be received and any transaction concluded, or any certainty as to the terms on which any offer might be made.

      "Concurrently, and in view of strategic discussions and its current liquidity position, and with the intention of meeting its existing debt payment obligations, the Company is undertaking a review of its financing options and in that context will engage in discussions with its key stakeholders."

      London-listed companies have been hit hard by the fall in the price of crude oil, with Afren among those facing urgent restructurings as they buckle under the financial strain.

      Another Kurdistan-focused group, Genel Energy, which is run by Tony Hayward, the former BP chief executive, has also been impacted by the payments delay involving the KRG, although it has a much stronger balance sheet.

      The investment banks Deutsche Bank and Perella Weinberg Partners are advising the company on its options.

      A Gulf Keystone spokesman declined to comment on Sunday.
      Avatar
      schrieb am 30.03.15 21:10:52
      Beitrag Nr. 951 ()
      Antwort auf Beitrag Nr.: 49.458.596 von texas2 am 30.03.15 20:06:0186 mio neue Aktien
      a) finanzieller und damit mehr strategischer Spielraum
      b) welcher Aufkäufer von GKP hätte diese Aktien wohl gerne ?

      Langweilig wird es mit GKP eindeutig nicht


      30 March 2015

      Gulf Keystone Petroleum Ltd. (LSE: GKP)
      ("Gulf Keystone" or "the Company")

      Proposed Placing of New Common Shares

      Further to the Company's Strategic Update of 25 February 2015 and Operational Update of 18 March 2015, Gulf Keystone, the operator of the world class Shaikan field in the Kurdistan Region of Iraq, is pleased to announce a proposed placing of up to 85,900,000 new Common Shares through an accelerated bookbuilding process to qualified investors to be carried out by Mirabaud Securities LLP ("Mirabaud") and Pareto Securities Limited ("Pareto", together the "Bookrunners"), with both new and existing institutional investors (the "Placing").

      Use of Proceeds

      Proceeds will be used to strengthen the Company's financial position in the near term, whilst the previously announced review of longer term financing options, and potential corporate actions, continues, alongside the ongoing work with the Kurdistan Regional Government's Ministry of Natural Resources to establish a regular payment cycle for past and future Shaikan production and payment of arrears.

      Prior to proceeds from the Placing, the Company's cash balance is US$86.3 million, which includes the pre-payment of US$26 million gross (US$20.8 million net to Gulf Keystone) received for Shaikan crude oil sales on 25 February.

      The Company continues to increase production to levels consistent with the installed capacity of 40,000 barrels of oil per day ("bopd"), currently producing approximately 35,000 gross bopd from the Shaikan production facilities.

      The Placing

      The Placing is being conducted, subject to the satisfaction of certain conditions, through an accelerated bookbuilding process to qualified investors to be carried out by the Bookrunners with both new and existing institutional investors. The Placing is not being underwritten.

      The Placing is conditional, inter alia, on holders of at least 75% in principal amount of the Notes consenting to the Extraordinary Resolution by 7.00 p.m. on 1 April 2015 or such later time and date as may be agreed between the Company and the Bookrunners, being no later than 3 p.m. on 2 April 2015; admission of the Placing Shares to the standard segment of the Official List and to trading on the London Stock Exchange's Main Market for listed securities ("Admission"); and the Placing Agreement to be entered into between the Company, Mirabaud and Pareto not being terminated prior to Admission. In connection with the Placing the Company will undertake not to adjourn the Meeting or amend the resolution proposed at the Meeting.

      The book will open with immediate effect. The book is expected to close no later than 7.00 a.m. on 31 March 2015 but may be closed earlier or later at the sole discretion of the Company and the Bookrunners. The allocation, number of Placing Shares and the price at which the Placing Shares are to be placed will be agreed by the Company with the Bookrunners at the close of the accelerated bookbuilding process. Details of the above will be announced as soon as practicable after the close of the bookbuilding process.

      The Placing Shares will be fully paid and will rank pari passu in all respects with the existing Common Shares in the Company including the right to receive all dividends and other distributions declared, made or paid after the date of issue.

      The Appendix to this Announcement (which forms part of this Announcement) sets out the terms and conditions of the Placing. By choosing to participate in the Placing, Placees will be deemed to have read and understood this Announcement in its entirety (including the Appendix) and to be making an offer on the terms and conditions and providing the representations, warranties, acknowledgements and undertakings contained therein.

      Sami Zouari, Gulf Keystone Petroleum's CFO, commented:

      "Given the well documented macro geo-political challenges that today are affecting Gulf Keystone and the Kurdistan Region of Iraq, where all of the Company's assets are located, we are focused on ensuring the best course possible through this period for the benefit of all stakeholders. Whilst we continue to work closely with the Kurdistan Regional Government, our host and partner, on establishing a stable payment cycle for Shaikan production, we need to maintain and enhance our liquidity in the near term."




      Enquiries:

      Gulf Keystone Petroleum:
      +44 (0) 20 7514 1400
      Sami Zouari, CFO

      Anastasia Vvedenskaya, Head of Investor Relations



      Media Relations and Financial PR Adviser:
      +44 (0)20 7520 9266
      Mark Antelme



      or visit: www.gulfkeystone.com


      Notes to Editors:

      · Gulf Keystone Petroleum Ltd. (LSE: GKP) is an independent oil and gas exploration and production company focused on exploration in the Kurdistan Region of Iraq.
      · Gulf Keystone Petroleum International (GKPI) holds Production Sharing Contracts for four exploration blocks in Kurdistan, the Shaikan, Sheikh Adi, Ber Bahr and Akri-Bijeel blocks.
      · GKPI is the operator of the Shaikan Block, which is a major commercial discovery, with a working interest of 75% and is partnered with MOL Kalegran Limited (a 100% subsidiary of MOL Hungarian Oil and Gas plc.) and Texas Keystone Inc., which have working interests of 20% and 5% respectively. Texas Keystone Inc. holds its interest in trust for Gulf Keystone, pending transfer of its interest to the Company.
      · Having achieved 40,000 bopd of production capacity by the end of 2014, Gulf Keystone plans to move into the large-scale phased development of the Shaikan field targeting 100,000 bopd of production capacity during Phase 1 of the Shaikan Field Development Plan.

      APPENDIX

      TERMS AND CONDITIONS OF THE PLACING
      4 Antworten
      Avatar
      schrieb am 30.03.15 21:29:31
      Beitrag Nr. 952 ()
      Antwort auf Beitrag Nr.: 49.459.235 von texas2 am 30.03.15 21:10:52Mikey Admin auf iii

      Page 31

      The conversion of the Bonds would result, subject to any adjustments, in the allotment and issue of 62,642,369 Common Shares, diluting existing Shareholders of Common Shares by 7.15 per cent., and if all outstanding warrants, options and bonus shares were allotted and issued, which would equal 52,612,371 Common Shares, the conversion of the Bonds would result in diluting existing Shareholders by 6.74 per cent of Common Shares.

      Page 39

      1 Form, Denomination, Title and Status
      (a) Form and Denomination
      The Bonds are in registered form in principal amounts of U.S.$200,000 each and integral multiples thereof (“authorised denominations”).


      Shares in issue, 922,238,061

      Bonds in Issue, 1,375,000 x $200,000

      1st Issue raised, $275,000,000
      2nd Issue raised, $50,000,000
      Total . . . . . . . ., $325,000,000


      When the following calculation is done you can see that the money in $'s the Bonds raised equates to an SP of 35.2p, which is where the price has been hovering round of late and appears to be the floor
      325,000,000 ÷ 922,238,061 = 35.2p
      922,238,061 x 35.2p = £325,000,000 Market Cap

      And now we have a placing around a possible 35p

      Coincidence ? ?
      3 Antworten
      Avatar
      schrieb am 30.03.15 22:22:24
      Beitrag Nr. 953 ()
      Antwort auf Beitrag Nr.: 49.459.430 von texas2 am 30.03.15 21:29:31und es ist ja nicht so, dass es nach diesen verrückten Tagen heute Abend nicht noch verrückter werden könnte:

      Ex-Tullow boss reveals rescue plan for Gulf Keystone

      30 Mar 2015 - 20:50

      LONDON, March 30 (Reuters) – A group of investors led by former Tullow Oil chairman Patrick Plunkett said on Monday it had offered to help Gulf Keystone <GKP.L> solve its funding problems but the firm had so far declined to engage in discussions.

      Gulf Keystone has said it was in talks with a number of parties about a possible sale of the company or some assets to help it solve short-term liquidity issues, caused by low oil prices and non-payments. [ID:nL4N0VZ2FH]

      On Monday, Gulf Keystone said it would place up to 85.9 million shares to raise a maximum of 30 million pounds ($44.4 million) to strengthen its balance sheet as it struggles with irregular payments for its oil from Kurdistan. [ID:nL6N0WW48S] Plunkett, who is chairman of independent oil firm T5, said he had informed Gulf Keystone about an alternative plan he had in mind, but discussions "never got the momentum".

      "We are confused. We believe our approach is demonstratively a far better proposition than a stop-gap placing. We were expecting to get some interaction with the company but it didn't happen," he told Reuters.

      Gulf Keystone declined to comment. The firm has previously said it would select what it views as the best course of action to see it through its short-term liquidity issues and ensure the greatest value for all stakeholders.

      Plunkett said he had put together a pool of investors and proposed a three-part solution. The first step was a $130 million recapitalisation including an immediate $50 million equity funding.

      The solution also included a proposal to transform the board and management in combination with the T5's team, and a possible debt for equity conversion.

      "We really hope we can still engage in discussions," he said.

      (Reporting by Dmitry Zhdannikov; editing by David Clarke) ((Dmitri.Zhdannikov@thomsonreuters.com;)
      2 Antworten
      Avatar
      schrieb am 31.03.15 18:59:56
      Beitrag Nr. 954 ()
      Antwort auf Beitrag Nr.: 49.459.766 von texas2 am 30.03.15 22:22:24Die da geht es drunter und drüber Nachrichtenflut reißt nicht ab.
      Zuerst erfahren wir dass die 86 Mio neuen Aktien für 0,36 Pfund verkauft werden.Dieser (zu) niedrige Preis wir vor allem die freuen, die diese angeboten haben bekommen, für die Anderen bedeutet es Verwässerung, für die Firma ein wenig finanziellen Spielraum, wobei mit den 40 Mio $ aber auch keine richtig grossen Sprünge gemacht werden können.

      Dann erfahren gleich hinterher, dass der schillernde Simon Murray aufhört. Ist der jetzt beleidigt und warum, hat er einen Machtkampf um was? verloren?


      Schwer das warum und wieso zu verstehen

      ---------------------------------------------

      31 March 2015

      Gulf Keystone Petroleum Ltd. (LSE: GKP)
      ("Gulf Keystone" or "the Company")
      Placing of New Common Shares

      Further to the Company's announcement of 30 March 2015 Gulf Keystone is pleased to announce that it has successfully raised through Mirabaud Securities LLP ("Mirabaud") and Pareto Securities Limited ("Pareto", together the "Bookrunners") gross proceeds of US$40,693,235 through a conditional placing of 85,900,000 new Common Shares of US$ 0.01 each in the Company (the "Placing Shares") at a placing price of 32p per share (the "Placing Price") (the "Placing").

      Use of Proceeds

      Proceeds will be used to strengthen the Company's financial position in the near term, whilst the previously announced review of longer term financing options, and potential corporate actions, continues, alongside the ongoing work with the Kurdistan Regional Government's Ministry of Natural Resources to establish a regular payment cycle for past and future Shaikan production and payment of arrears.

      Prior to proceeds from the Placing, the Company's cash balance is US$86.3 million, which includes the pre-payment of US$26 million gross (US$20.8 million net to Gulf Keystone) received for Shaikan crude oil sales on 25 February.

      The Placing

      The Placing has been made on a non-pre-emptive basis and is subject to the terms and conditions set out in the Appendix 1 which forms a part of this Announcement. The Placing has not been underwritten.

      The Placing Shares have been placed by the Bookrunners with both new and existing institutional investors.

      The Placing is conditional, inter alia, on holders of at least 75% in principal amount of the Notes consenting to the Extraordinary Resolution by 7.00 p.m. on 1 April 2015 or such later time and date as may be agreed between the Company and the Bookrunners, being no later than 5 p.m. on 2 April 2015; admission of the Placing Shares to the standard segment of the Official List and to trading on the London Stock Exchange's Main Market for listed securities ("Admission"); and the Placing Agreement to be entered into between the Company, Mirabaud and Pareto not being terminated prior to Admission. In connection with the Placing the Company will undertake not to adjourn the Meeting or amend the resolution proposed at the Meeting.

      The Placing Shares will represent 8.78 per cent. of the enlarged issued share capital of the Company. The Placing Shares will be fully paid and will rank pari passu in all respects with the existing Common Shares including the right to receive all dividends and other distributions declared, made or paid after the date of issue.

      Admission to trading and listing

      The Company has applied for Admission of the Placing Shares. It is expected that Admission will become effective and that dealings in the Placing Shares will commence at 8.00 a.m. on 2 April 2015. The total number of Common Shares in issue following completion of the Placing, and the total number of voting rights, will be 978,138,061.

      The above figure of 978,138,061 Common Shares may be used by shareholders in the Company as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in, Gulf Keystone under the FSA's Disclosure and Transparency Rules.

      Sami Zouari, Gulf Keystone Petroleum's CFO, commented:

      "This successful Placing will strengthen the Company's financial position while discussions with interested parties in relation to possible asset transactions or a sale of the Company and the Board's assessment of a number of longer-term funding options to progress to the next Shaikan production target of up to 70,000 barrels of oil per day are ongoing."


      Enquiries:

      Gulf Keystone Petroleum:
      +44 (0) 20 7514 1400
      Sami Zouari, CFO

      Anastasia Vvedenskaya, Head of Investor Relations




      -----------------------------------

      31 March 2015

      Gulf Keystone Petroleum Ltd. (LSE: GKP)
      ("Gulf Keystone" or "the Company")


      Board Change

      Gulf Keystone Petroleum announces that Simon Murray, the Company's Non-Executive Chairman is to retire from the Board of Directors of Gulf Keystone.

      Andrew Simon, Senior Independent Director, will assume the role of Interim Non-Executive Chairman with immediate effect. A search process for a new Non-Executive Chairman will now begin.


      Commenting on today's announcement, Andrew Simon, Interim Non-Executive Chairman of Gulf Keystone said:

      "On behalf of the Board and everyone at Gulf Keystone I would like to thank Simon Murray for his significant contribution since 2013. During his tenure he oversaw the move up from AIM to the Main Market of the London Stock Exchange, and the Company achieve its production target of 40,000 barrels of oil per day. He has also worked tirelessly on behalf of the Company as we navigate through some of the challenges brought about by both the geo-politics of the region where we operate and the current oil price environment. We wish him well in the future."


      Enquiries:

      Gulf Keystone Petroleum:
      +44 (0) 20 7514 1400
      Anastasia Vvedenskaya, Head of Investor Relations
      1 Antwort
      Avatar
      schrieb am 31.03.15 19:02:42
      Beitrag Nr. 955 ()
      So lange sie keine regelmäßigen Einkünfte haben, ist Gulf eine Geldverbrennungsmaschine.
      Ist Exxon nun im Spiel als möglicher Aufkäufer ?

      Ich jammerschade, Gulf hat gewaltige Ressourcen die Milliarden wert sind. Bei den Ölpreisen müssten sich die Ölmultis mal solangsam aufmachen zu Übernahmen. Bisher gab es in letzter Zeit keine großen Übernahmen.

      Da hier aber die Möglichkeit besteht, verstehe ich aber den Kurssturz nicht.
      28 Antworten
      Avatar
      schrieb am 31.03.15 19:11:35
      Beitrag Nr. 956 ()
      Antwort auf Beitrag Nr.: 49.467.902 von texas2 am 31.03.15 18:59:56Schreibfehler:
      schlimmer: 0,32
      Avatar
      schrieb am 31.03.15 19:22:05
      Beitrag Nr. 957 ()
      Antwort auf Beitrag Nr.: 49.467.935 von Eulenfoerster am 31.03.15 19:02:42Wenn man Murray den Chinesen zurechnet, weil er in Hong Kong geschäftlich tätig war/ist, könnte man schlussfolgern, dass jetzt vielleicht Exxon am Zug ist. Vielleicht spornt das aber auch nur die Chinesen weiter an oder vielleicht sind diese Spekulationen auch nur Hirngespinste. Tatsache ist aber, dass die in den letzten Tagen veröffentlichten Informationen von Medien, die teilweise für mich ebenfalls wie Hirngespinste rüber kamen, sich wenig später als Tatsachen entpuppten. Siehe zB die Spekulation, dass einige Adressen mit Murray nicht zufrieden waren . Aber nach wie vor viele Fragezeichen: warum, wieso und wie könnte es weiter gehen?
      27 Antworten
      Avatar
      schrieb am 01.04.15 04:47:27
      Beitrag Nr. 958 ()
      Antwort auf Beitrag Nr.: 49.468.073 von texas2 am 31.03.15 19:22:05Zusammenfassung von der FT

      March 31, 2015 6:25 pm
      Gulf Keystone chairman steps down after share placing

      Michael Kavanagh

      Gulf Keystone Petroleum pipeyard storage©Gulf Keystone

      Simon Murray is to step down as chairman of cash-strapped Gulf Keystone Petroleum, less than two years after he took up the role amid criticisms of other board members’ pay and the oil company’s corporate governance.

      News of the retirement of Mr Murray — a former chairman of commodities trader Glencore and veteran of the French Foreign Legion — came after Gulf Keystone completed a £30m share placing at 32p a share, to boost its cash balances as it renegotiates with lenders.

      A source close to the company described the placing as securing “four to five months’ breathing space” — allowing it to improve its funding position as it waits for overdue export payments from the Kurdistan Regional Government.

      Gulf Keystone did not give specific reasons for Mr Murray’s departure, which was announced at the same time as the successful fundraising. People familiar with the events suggested that some leading shareholders had asked for the City grandee to be replaced, but the company declined to comment.

      Last month, Gulf Keystone revealed it was in talks with unnamed parties over a possible sale of its business, following a collapse in its share price.

      Andrew Simon, the company’s senior independent director who led a crackdown on boardroom pay awards last year, has taken over as interim chairman with immediate effect.

      One of Mr Murray’s first acts on becoming chairman in 2013 had been to back fellow director Lord Guthrie, former head of the UK’s Defence Staff, in opposing the nomination of four outside directors by the group’s then leading shareholder M&G.

      However, both military men were quickly forced into retreat when M&G joined other leading shareholders including Capital Research Global Investors, to press for change ahead of the company’s annual meeting. Mr Murray and the board then accepted M&G’s nominations and the resignation of two longstanding boardroom allies of company founder Todd Kozel.

      Mr Kozel himself chose to quit as chief executive ahead of last year’s annual meeting, where shareholders were expected to oppose his reappointment as a director. His resignation came days after the sudden departure of Ewen Ainsworth as finance director.

      Shortly before Mr Kozel’s resignation, continuing board room disagreements under Mr Murray’s leadership had also led to the exit of John Bell and deputy chairman Jeremy Asher. Both had served less than a year.

      Thomas Shull, one of the slate of M&G nominees initially opposed by Mr Murray and Lord Guthrie, the previous year, opted to step down amid the feud.

      Mr Murray’s resignation on Tuesday leaves Lord Guthrie and John Gerstenlauer, who replaced Mr Kozel as chief executive last June, as the only surviving members of Gulf Keystone’s board from two years ago.
      26 Antworten
      Avatar
      schrieb am 03.04.15 07:43:09
      Beitrag Nr. 959 ()
      Antwort auf Beitrag Nr.: 49.470.566 von texas2 am 01.04.15 04:47:27hier noch sehr fundierter Lesestoff
      http://www.alessandrobacci.com/2015/02/Why-Do-IOCs-Have-to-I…
      25 Antworten
      Avatar
      schrieb am 03.04.15 07:49:10
      Beitrag Nr. 960 ()
      Antwort auf Beitrag Nr.: 49.490.954 von texas2 am 03.04.15 07:43:09Mr. Murray erzählt jetzt ein wenig von seiner Version der Geschichte. Bringt zumindest ein wenig Licht hinein, was wie vielleicht gelaufen ist in den letzten Monaten, Tagen

      Gulf Keystone ex-chairman says was forced out, tried to lure Exxon
      Reuters
      April 1, 2015 11:11 AM
      

      By Dmitry Zhdannikov

      LONDON, April 1 (Reuters) - The former head of oil company Gulf Keystone said he was talking to several parties, including ExxonMobil, about a rescue for the firm before being forced to quit under pressure from an investor.

      Gulf Keystone, which has been hit hard by a fall in oil prices and delayed payments for crude by Kurdistan, said this week that Chairman Simon Murray, a former chairman of commodities trader Glencore, had retired.

      But Murray said he was effectively forced to quit after he disagreed with the firm's decision to raise $41 million through an equity issue at a 21 discount to the market to avoid breaching debt covenants.

      Murray said he believed the capital increase this week was a bad short-term solution and had been pushing for a longer-term option, such as an offer from investment group T5 led by former Tullow Oil chairman Pat Plunkett.

      He said there had been other options on the table too.

      "We had two offers. Pat Plunkett was offering a slightly complicated but interesting solution. Exxon and a Chinese company was looking at us as well. I told the board we should be looking for a long-term solution," Murray told Reuters.

      "Instead the board opted for a panic-mode decision."

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      A spokesman for Gulf Keystone said the company believed it took the best decision for its shareholders this week and declined to discuss details of Murray's departure or talks with individual parties.

      "It is not appropriate to comment on individual conversations, beyond saying that the company, supported by its advisers, will continue to select what it views as the best course of action in order to see it through its short-term liquidity issues, and to ensure the greatest value can be achieved for all stakeholders..." the spokesman said.

      Exxon Mobil, which in 2012 became the first major oil company to invest in Kurdistan despite opposition from the central government in Baghdad, declined to comment. "We never comment on potential business opportunities," a spokesman said.

      INVESTOR ROLE

      The dispute between Kurdistan and Baghdad over oil export rights and payments has had far reaching implications for firms working in Kurdistan, including Gulf Keystone.

      The firm is owed $200 million by Kurdistan, which has been waiting for money from Baghdad, carries a debt of $575 million and faces a liquidity squeeze ahead of an April deadline to pay $26 million to lenders.

      Even before the Kurdish Regional Government left bills unpaid, Gulf Keystone had been going through turmoil.

      Murray became chairman in July 2013 amid a campaign by investors M&G and Capital Group to put new directors on the board due to their concerns about corporate governance and Chief Executive Todd Kozel's large compensation package. Kozel quit in 2014.

      M&G and Capital Group hold more than five percent each in Gulf Keystone, making them the second and third largest shareholders behind Barclays Wealth, according to Reuters data.

      Murray said it was M&G which had asked Gulf Keystone's board in a letter to force him out if the company wanted M&G to participate in the new $41 million share issuance this week.

      M&G, which agreed to subscribe to the new share issue, declined official comment.

      A source familiar with the M&G strategy said the fund was convinced management changes were needed at Gulf Keystone to improve company performance.

      "You don't enter into sale negotiations with the position of weakness. The company needed to address short-term liquidity problems first," the source said.

      Murray said he felt different: "I said I did not want to stand in the way of receiving the money if that is how the board felt. Even though I felt this was not the way".

      (Editing by David Clarke and David Evans)
      24 Antworten
      Avatar
      schrieb am 03.04.15 08:05:37
      Beitrag Nr. 961 ()
      Antwort auf Beitrag Nr.: 49.490.972 von texas2 am 03.04.15 07:49:10Die, denen GKP 250 Mio $ schuldet haben ihre Bedingungen gestellt, wie zB dass GKP immer mindestens 50 Mio $ auf dem Konto haben muss etc.



      2 April 2015

      Gulf Keystone Petroleum Ltd. (LSE: GKP)
      ("Gulf Keystone" or "the Company")


      Consent Solicitation Update

      US$250 million 13.0 per cent. Guaranteed Notes due 2017
      (Regulation S Notes: ISIN XS1056559245 / Common Code 105655924;
      Rule 144A Notes: ISIN XS1056559088 / Common Code: 105655908)
      (the "Notes")


      Further to the Company's RNS of 12 March 2015, Gulf Keystone, the operator of the world class Shaikan field in the Kurdistan Region of Iraq, today announces that it has received confirmation that its Consent Solicitation has received the successful support of noteholders. The Consent Solicitation will expire at 3.00 p.m. (London time) on 2 April 2015.

      Noteholders have submitted the requisite proxies to remove the book equity ratio covenant from the trust deed constituting the Notes (the "Trust Deed"), and the Company has agreed to the following terms: (i) retaining the Company's Debt Service Reserve Account at one year of scheduled interest payments for the Notes (instead of stepping down to six months of interest payments in October 2015); (ii) granting a security interest in favour of the holders of the Notes and the Company's 6.25 per cent. Convertible Bonds due 2017 (the "Convertible Bonds") over the shares of Gulf Keystone Petroleum International Limited, subject to negotiation of the terms of the security and intercreditor documentation; (iii) reducing certain of the Company's grace periods under the Trust Deed for certain events of default and including additional notifications to the Trustee; and (iv) beginning a dialogue with a committee of holders of the Notes if and when the Company's cash balance drops below US$50 million (including amounts in the Debt Service Reserve Account) for a period of five consecutive business days. Certain of the foregoing features will have to be formally approved at an additional meeting of holders of the Notes and if applicable the Convertible Bonds, to be called by the Company within 15 business days of the successful completion of the Noteholder Meeting scheduled for 7 April 2015. For the avoidance of doubt, the removal of the book equity ratio covenant is not subject to the result of such additional noteholder meetings and the Company expects the supplemental trust deed that will give effect to the removal of the book equity ratio covenant to be executed following the first noteholder meeting on 7 April 2015, subject to confirmation of the final results of the Consent Solicitation following its expiration.

      The Placing of New Common Shares announced by the Company on 31 March 2015 is conditional on, inter alia, the consent from the holders of the Notes to the removal of the book equity ratio covenant from the Trust Deed.

      The other terms and conditions of the Consent Solicitation remain unchanged. The complete terms and conditions of the Consent Solicitation are described in the Consent Solicitation Memorandum dated 12 March 2015 issued by the Company, as supplemented by the Supplements dated 24 March 2015 and 30 March 2015 (together, the "Consent Solicitation Memorandum"), copies of which may be obtained by contacting D.F. King Limited, the information and tabulation agent for the Consent Solicitation, as set out below. Additional information concerning the Consent Solicitation may be obtained by contacting the solicitation agents.

      Capitalised terms have the meanings assigned to them elsewhere in this release or in the Consent Solicitation Memorandum, as applicable.

      This RNS is for informational purposes only, and the Consent Solicitation is being made only pursuant to terms of the Consent Solicitation Memorandum. The Consent Solicitation is not being made to, and Consents are not being solicited from, holders of Notes in any jurisdiction in which it is unlawful to make such solicitation or grant such Consent. None of the Company, the guarantor of the Notes, the solicitation agents, the information and tabulation agent or the trustee under the Trust Deed makes any recommendation as to whether or not holders of Notes should deliver any Consents. Each holder of Notes must make its own decision as to whether or not to deliver a Consent.

      Further Information

      A complete description of the terms and conditions of the Consent Solicitation is set out in the Consent Solicitation Memorandum. Further details about the transaction can be obtained from:

      The Solicitation Agents

      Deutsche Bank AG, London Branch
      Tel: +442075476153
      Tel: +442075473693
      23 Antworten
      Avatar
      schrieb am 03.04.15 09:22:22
      Beitrag Nr. 962 ()
      Antwort auf Beitrag Nr.: 49.490.999 von texas2 am 03.04.15 08:05:37ein wenig sortieren:
      Todd Kozel ein damals kleiner Ami Ölprinz mit Chuzpe gründet zusammen mit arabischem Geld (die Retourkutsche der Kuwaitis für den Saddam Einmarsch in Kuwait) eine Ölfirma, steigt damit im N-Irak ein und hat einige lange Jahre später den Dussel einige Millarden bbl Öl zu finden, bei reinen Produktionskosten, die mit den saudischen vergleichbar sind (niedrigsten weltweit) - Jackpot! Die Milliarden bbl öl kann jeder selber mit dem Ölpreis multiplizieren und einen Bruchteil davon nehmen, je nachdem wie man die Kosten einschätzt, wie viel der Staat, die Kurden abziehen etc. Todd Kozel übertreibt es aber ein wenig, sieht zB einige Milliarden bbl Öl zu viel (sag ich: kann schon passieren in solch einem Glücksrausch ) und übertreibt auch bei seinem Gehalt, der mit über 20 Mio $/a über dem vom Shell Chef liegt, obwohl GKP noch nix verdient. Kann man auch verstehen, wenn die alt gewordene Ehefrau, die in den USA geblieben ist, 100 Mio $ für die Scheidung will. Aber das Verständnis hört bei den Aktionären und Partnern auf und sie setzten Todd Kozel vor die Tür, der damit zusammen mit seiner Familie "nur" noch Aktionär ist. Es folgt der schillernde Simon Murray aus Hong Kong kommend und GKP braucht dringend Geld um weiter zu machen. Man verschuldet sich mit 250 Mio $ und jede Menge Leuten wollen die Milliarden bbl Öl, die GKP jetzt in Kurdistan neu entdeckt hat. GKP selber stellt sich zum Verkauf dh man sagt GKP will nicht selber großer Ölproduzent werden und wahrscheinlich unterm Strich nicht mehr $ sehen sondern durch den Verkauf der Firma schnellere aber unterm Strich weniger $ sehen. Wenig später wird Murray vor die Tür gesetzt, weil einige größer Aktionäre (M&G sollte über 50 Mio Aktien von GKP haben)eine andere Linie als Murray fahren wollen. Wer will jetzt also alle seine Anteile am Milliarden bbl GKP Ölkuchen haben:
      - Die Kurden selber, ist immerhin ihr Land, sind ein geschundenes Volk, das seinen eigenen Staat haben möchte. Mit den verschiedenen mehr oder weniger korrupten Clans, Parteien. Stellen zur Zeit die bewaffneten Wachen auf dem Ölfeld (mit Gewehren aus Deutschland)und somit in einer relativ starken Position, die viele $ sehen wollen
      - Der Irak, ist immerhin ihr Staat, politisch zur Zeit von Shiiten dominiert, mit ein wenig zu kurz gekommen Suniten und einer ISIS die die Christen umbringt und mit dem Rest im Clinch liegt. Machen zur Zeit den korrupteren Eindruck als die Kurden. Aber mit Isis ist man voneinander abhängig und sie befürchten die vielen $ zu verlieren. Haben deshalb zB den griechischen Öltankerreeder verklagt, damit der nicht mehr das von den Kurden verkaufte Öl transportieren soll.
      - Kozel und die Aktionäre, schießlich war das die Idee der GKP Gründung. Andere Aktionäre wie der M&G Fond kämpfen aber auch mit harten Bandagen um einen möglichst hohen Anteil von GKP zu bekommen.
      - Kreditgeber: Weil das aber mit der Bezahlung der ersten geförderten zehntausenden bbl/d nur schlecht läuft (Irak/Kurden/Isis Problem) muss Kredit genommen werden. Die Kreditgeber denke ich wollen ebenfalls ein möglichst großes Ölkuchenstück von GKP und natürlich ihr Geld zurück (aus Sicht der Aktionäre, die nicht bei den Kreditgebern dabei sind: schlecht verhandelt)
      - Und dann gibt es noch die möglichen Käufer wie die Majors (zB Exxon) und Staatlichen Ölfirmen (Chinesen etc), für die GKP mit den Millarden bbl Öl ein sehr fetter Brocken wäre, der die Geschäfte über viele Jahre, ja Jahrzehnte weiter sichern könnte, wenns klappt. Die wollen natürlich so billig wie möglich kaufen.
      - Partner wie die MOL - kann zumindest eine wichtige Hilfe fürs GKP Überleben sein. Wenn irgendwie möglich werden die aber ebenfalls versuchen, ihr Filetstück zu vergrößern wenn was geht.

      Gestern nachdem offiziell klar war, dass die Bondhalter jetzt GKP nicht die Unterhose ausziehen zur Lasten der Aktionäre, stieg der GKP Kurs um danach zu fallen, meine Interpretation weil gleichzeitig die Nachricht kam, dass die Wahrscheinlichkeit steigt, dass mehr billiges iranisches Öl auf den Markt kommen könnte

      Eine äußerst interessante, auch im Ölgeschäft nicht alltägliche Melange - viel Spass beim spekulieren
      22 Antworten
      Avatar
      schrieb am 03.04.15 09:36:10
      Beitrag Nr. 963 ()
      Antwort auf Beitrag Nr.: 49.491.272 von texas2 am 03.04.15 09:22:22PS:
      - habe die Türken (die mit den Kurden über Jahrzehnte bewaffnete Konflikte haben) vergessen über deren Land das kurdische/irakische Öl zum Exporthafen geht und damit ebenfalls wichtige Mitspieler, die den GKP Kurs beeinflussen können.
      Avatar
      schrieb am 04.04.15 00:05:37
      Beitrag Nr. 964 ()
      Antwort auf Beitrag Nr.: 49.491.272 von texas2 am 03.04.15 09:22:22Interessante Sichtweise

      Dennoch,Fakt ist, Exxon und die Chinesen haben ein Auge auf die Ölfelder von GKP geworfen. Multipliziert man die Ressourcen mit 5$ pro Barrel, so ergäbe sich ein realistischer Wert von ca 45 Mrd.$. Mehr als das hundertfache am jetzigen Wert. Das kann sich Exxon als auch die Chinesen leisten. Ein Bietergefecht wird es allemal auf ein zweistelliges Mrd.-Sümmchen treiben. Aber noch warten sie wohl alle auf eine bessere Lage im Irak, wobei die ISIS schon ausgespielt hat in meinen Augen.

      Der Aktienkurs ist definitiv übeertrieben gefallen in meinen Augen, den wo sollen die Risiken für die Investoren stecken ausser den ständigen Verwässerungen?
      20 Antworten
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      schrieb am 08.04.15 07:27:28
      Beitrag Nr. 965 ()
      Antwort auf Beitrag Nr.: 49.494.419 von Eulenfoerster am 04.04.15 00:05:37von iii

      You are correct that, using the recovery rates that are frequently discussed, one gets a range of estimated recoverable oil attributable to GKP that centres around 1.88 billion barrels. This would imply recoverable oil in the field as a whole of around 3.5 billion bbls. Interestingly enough, this is also consistent with GKP's own long term production target of around 400,000 bbls/day.

      My own view, for what it's worth, is that this would be a great outcome, and it is also very achievable from a technical standpoint if nature is not unkind to us.

      However, I fear that the appropriate value to apply to those 1.88 billion bbls is not $20/bbl. The reason is not lifting costs, but rather the terms of the production-sharing contract (PSC). Bear in mind that if you have reserves in the US, you will probably be paying some royalties to the land owner and perhaps others, and your lifting costs may be higher, but all the oil is yours. You just have to pay the royalties and lifting costs, and then pay normal US taxes (after deducting your exploration and development costs). So with oil around $100 per barrel, it is easy to see how your netback at the wellhead, after all costs and taxes, can be well in excess of $30/bbl.

      But in Kurdistan the oil belongs to the government (whether the KRG or Iraqi) and GKP gets paid via a PSC where its share is around 30% until costs are recovered twice over (the so-called R-factor) after which it falls to around 15%. And this is after a 10% royalty to the KRG off the top. The costs of exploration and development, large as they are, should be recovered quite quickly (and those costs would need to be factored into a net present value calculation anyway). So the value of most of the production to GKP, after cost recovery and assuming those low lifting costs, is likely to be around $12-13/bbl assuming a $100/bbl oil price.

      GKP then has to pay a 40% "infrastructure payment" to the KRG, reducing its net receipt to around $8/bbl, in the $100/bbl oil price world.

      Things are much the same for Genel. Their infrastructure payment commitment is only 30%, but their PSC terms are otherwise generally similar. This is why, as I recall, they have said that in the current price environment they expect a long term realisation in the range of $9/bbl; and this is why the valuation used in the original Genel merger was between $5-6/bbl -- allowing for the net present value aspect. I think a similar value was ascribed to Addax's interest in TaqTaq at the time Addax was bought by the Chinese. So even though GKP's terms may not be quite as good as Genel's, I think this is probably a good place to start thinking about Shaikan's value.

      This would still value GKP's interest in Shaikan in the region of $10 billion based on $100/bbl oil, if the expected recovery factor and export economics can be proved up. This is still pretty good!

      Cheers, TM
      19 Antworten
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      schrieb am 08.04.15 19:40:55
      Beitrag Nr. 966 ()
      Antwort auf Beitrag Nr.: 49.513.559 von texas2 am 08.04.15 07:27:28Bei Übernahme gehe ich von den ganzen Reservoire seitens GKP aus. Das müssten doch 9 Mrd. barrel sein m.W.. Somit mal 5$ pro Barrel auch von iii so ausgerechnet sollte GKP ein Übernahmeangebot von 45 Mrd. $ wert sein.

      Klar, es dürften ein paar Milliardchen weniger sein, aber das wären sie wert.

      Für mich ein glasklarer Kauf! Werde aufstocken ! :D
      18 Antworten
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      schrieb am 12.04.15 19:26:43
      Beitrag Nr. 967 ()
      Antwort auf Beitrag Nr.: 49.520.246 von Eulenfoerster am 08.04.15 19:40:559 April 2015
      Gulf Keystone Petroleum Ltd. (LSE: GKP)
      ("Gulf Keystone" or "the Company")

      2014 Results Announcement
      Gulf Keystone, an independent oil and gas exploration and production company with operations in the Kurdistan Region of Iraq, today announces its results for the year ended 31 December 2014.

      HIGHLIGHTS
      Operational

      · 2014 gross production of 6,484,391 barrels of oil (2013: 496,921 barrels of oil) with significant growth expected in 2015

      · Gulf Keystone's operations in the Kurdistan Region remained secure with production operations and crude oil export deliveries from the Shaikan field uninterrupted throughout 2014

      · The first production milestone of 40,000 barrels of oil per day ("bopd") reached in December 2014 following a gradual ramp-up during the year

      · Current production in excess of 37,000 bopd is being delivered against the pre-payment of US$ 26 million gross (US$20.8 million net to Gulf Keystone) received for Shaikan crude oil sales on 25 February 2015, with further payments of a similar nature anticipated

      Financial - as at 31 December 2014

      · Revenues of US$38.6 million achieved (FY13: US$6.7 million); additional revenue in the region of US$100 million owed but not yet recognised for crude oil export sales

      · Loss after tax of US$248.2 million (FY13: US$32.0 million)

      · Net proceeds of US$240 million raised from the issue of debt securities and associated warrants in April 2014

      Financial - post period end

      · US$26 million gross (US$20.8 million net) received as pre-payment for Shaikan crude oil sales in February 2015

      · Successful placing of 85.9 million shares on 31 March 2015, raising gross proceeds for the Company of US$40 million

      · Discussions ongoing with a number of parties in relation to possible asset transactions or corporate sale

      · Book Equity Ratio Put Option successfully removed from the Trust Deed and Conditions of the US$250 million 13.0 per cent Guaranteed Notes due 2017 at the noteholder meeting on 7 April 2015

      · Cash balance at 8 April 2015 of US$84.7 million (31 Dec 2014: US$87.8 million) excluding recent share placing proceeds

      Outlook

      · Establish a regular payment cycle for past and future Shaikan crude oil export sales

      · Finalise and implement a pipeline access solution for the Shaikan crude

      · Achieve stable Shaikan production rates of 40,000 bopd aiming to maintain a daily average of 36,000 bopd throughout 2015

      · Manage expenditure in a responsible and prudent manner, continuing to review and control capital commitments

      · Make decisions on investment in additional production facilities, development wells and infrastructure required to increase Shaikan production in line with the approved Shaikan Field Development Plan

      · Make a decision regarding early production and development of the Sheikh Adi discovery


      Commenting on the Full Year results, Andrew Simon, Interim Non-Executive Chairman, said:

      "2014 was a pivotal year for Gulf Keystone as we completed the critical transition from explorer to producer. We started the year with our first crude oil export sales and ended the year by achieving our objective of producing 40,000 barrels of oil per day from the Shaikan field, our flagship asset in the Kurdistan Region of Iraq. This was a significant achievement for an independent E&P company in a country in the midst of a conflict.

      We are committed to rebuilding shareholder value. All avenues for doing this are being considered, including expansion plans for Shaikan. As already announced, the Company is continuing to engage in discussions with interested parties in relation to possible asset transactions or a sale of the Company, as well as considering additional routes to secure further funding."

      John Gerstenlauer, CEO, said:

      "Hitting an important production milestone and achieving a year of regular crude oil export deliveries confirmed another step change year for our operational progress at Shaikan, verifying the presence of a robust international market for our production and demonstrating our commitment to meeting targets against a challenging geopolitical backdrop and low international oil prices.

      Following a number of payments received for crude oil exports in 2014 and the most recent pre-payment of US$26 million in February 2015, the arrears amount for crude oil export sales has not increased significantly in the past six months and we believe that we are close to achieving a steady and stable payment cycle for present and future crude oil export sales."

      Enquiries:

      Gulf Keystone Petroleum:
      +44 (0) 20 7514 1400
      John Gerstenlauer, CEO

      Sami Zouari, CFO

      Anastasia Vvedenskaya, Head of Investor Relations



      Media Relations and Financial PR Adviser:
      +44(0) 20 7520 9266
      Mark Antelme



      or visit: www.gulfkeystone.com


      Notes to Editors:

      · Gulf Keystone Petroleum Ltd. (LSE: GKP) is an independent oil and gas exploration and production company with operations in the Kurdistan Region of Iraq.
      · Gulf Keystone Petroleum International (GKPI) holds Production Sharing Contracts for four exploration blocks in Kurdistan, the Shaikan, Sheikh Adi, Ber Bahr and Akri-Bijeel blocks.
      · GKPI is the operator of the Shaikan block, which is a major commercial discovery, with a working interest of 75% and is partnered with MOL Kalegran Limited (a 100% subsidiary of MOL Hungarian Oil and Gas plc.) and Texas Keystone Inc., which have working interests of 20% and 5% respectively.
      · Gulf Keystone plans to move into the large-scale phased development of the Shaikan field targeting 100,000 bopd of production capacity during Phase 1 of the Shaikan Field Development Plan.

      bzw. detailierter unter http://ir1.euroinvestor.com/asp/ir/GulfKeystone/NewsRead.asp…

      wichtigstes kurzfristiges Ziel: GKP muss liquider werden dh die Zahlungen vom verkauften Öl von den Kurden bekommen
      17 Antworten
      Avatar
      schrieb am 12.04.15 19:51:39
      Beitrag Nr. 968 ()
      Antwort auf Beitrag Nr.: 49.546.940 von texas2 am 12.04.15 19:26:43und so sieht es bei den Nachbarn aus

      Bloomberg
      April 10, 2015

      Oslo: DNO ASA and partner Genel Energy Plc have increased production at their Tawke field in Iraq’s Kurdistan region to a record 150,000 barrels of oil a day as they expect more regular payments for exports.

      Tawke is currently the largest producing field in Kurdistan in northern Iraq and DNO, its Norwegian operator, is on track with expansion plans to boost output and processing capacity to 200,000 barrels a day in the first part of the year, Executive Chairman Bijan Mossavar-Rahmani said in an email on Friday.

      A “significant” part of production is exported through Turkey, with the balance sold in the local Kurdish market, he said.

      DNO extended gains following the news on DNO’s production, rising as much as 8.2 per cent and trading 7.4 per cent higher at 12.4 kroner a share as of 3:30pm in Oslo.

      Genel, which owns 25 per cent of Tawke and is Kurdistan’s biggest producer, said last week it expects a regular export- payment mechanism to be established over the course of 2015 following years of squabbling over oil revenue between the semi- autonomous Kurdistan Regional Government and central Iraqi authorities.

      While the KRG and Baghdad struck a deal over exports in December, Kurdish producers have had to resort to discounted local sales to secure cash from operations as authorities hang on to export income amid a costly fight against militants from Islamic State.

      “We’re fully confident that we’ll receive payments for our production and exports in line with our contractual terms,” Mossavar-Rahmani said, stopping short of providing a timeline like Genel.

      “The operating companies in Kurdistan have made it quite clear that future investments will be driven by the timing and extent of payments.

      And it’s in the interest of all parties that these investments be made.”
      In the meantime, DNO is selling oil locally at as low as $30 a barrel, according to figures provided last month in a presentation. Mossavar-Rahmani declined to provide the proportion of production being exported.

      The share of DNO’s working-interest output being exported reached 54 per cent in 2014, up from 43 per cent in the first three months of that year after Kurdistan boosted exports in the fourth quarter, according to calculations based on company filings. DNO’s Chief Financial Officer Haakon Sandborg said last month the company intends to increase local sales through the year.

      “The update on DNO’s production figures probably contributed to the stock’s advance today,” Teodor Sveen Nilsen, an analyst at Swedbank AB, said in an email. “This shows DNO is making progress on ramping up capacity at Tawke. However, we are still concerned about weak first-quarter cash flow and the short term outlook for regular export payments.”

      Genel rose 0.7 per cent to 521 pence in London after earlier falling as much as 1.4 per cent.
      Avatar
      schrieb am 13.04.15 23:22:26
      Beitrag Nr. 969 ()
      Antwort auf Beitrag Nr.: 49.546.940 von texas2 am 12.04.15 19:26:43Einerseits ist man bestrebt die Produktion auf 100.000 Barrel anzuheben, andereseits bietet man sich für eine Übernahme an oder will Anteile veräussern :look:

      Weiß nicht, was ich davon halten soll. Sollte die Irakische Regierung die offenen Rechnungen begleichen, könnte GKP selbständig bleiben und der Kurs würde endlich steigen.
      15 Antworten
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      schrieb am 14.04.15 07:39:53
      Beitrag Nr. 970 ()
      Antwort auf Beitrag Nr.: 49.555.565 von Eulenfoerster am 13.04.15 23:22:26Denke dass die Bezahlung für das geförderte Öl der wichtigste Punkt ist.

      Mit dem dadurch erreichten cash flow kann sich GKP ein wenig zurücklehnen und je nach Bedarf mit beiden Optionen gut fahren:

      a) wenn sie verkauft werden ist GKP damit nicht gezwungen ein schlechtes Angebot zu akzeptieren
      b) wenn sie weiter machen wird es ab 100.000 bbl/d oder höher nette Dividenden geben

      Kann mit beiden leben, Hauptsache GKP generiert einen positiven cash flow
      14 Antworten
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      schrieb am 14.04.15 15:42:59
      Beitrag Nr. 971 ()
      Antwort auf Beitrag Nr.: 49.556.090 von texas2 am 14.04.15 07:39:53Sehe ich auch so!
      Bei Ausweitung der Produktion auf 100.000 Barrel wäre auch eine Übernahme im zweistelligen Mrd.-Bereich eher möglich. Umso mehr wenn die Regierung ihre Verbindlichkeiten endlich begleichen würde.
      13 Antworten
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      schrieb am 15.04.15 20:34:17
      Beitrag Nr. 972 ()
      12 Antworten
      Avatar
      schrieb am 16.04.15 23:39:52
      Beitrag Nr. 973 ()
      Antwort auf Beitrag Nr.: 49.572.818 von texas2 am 15.04.15 20:34:17Irak Kurdistan besser verstehen

      http://belfercenter.hks.harvard.edu/files/PAE%20Kurdistan.pd…
      11 Antworten
      Avatar
      schrieb am 10.05.15 22:30:22
      Beitrag Nr. 974 ()
      Antwort auf Beitrag Nr.: 49.584.194 von texas2 am 16.04.15 23:39:52Hier habe ich Hoffnung, dass über die MOL auch etwas für GKP rauskommt:



      Barzani arrives in Hungary, important oil partner for Kurdistan
      By RÛDAW 14 minutes ago

      Barzani departing Washington for Budapest. Rudaw photo.
      ERBIL, Kurdistan – Kurdish President Masoud Barzani arrived in Budapest on Sunday for talks with Hungarian Prime Minister Victor Orban and other top officials.

      Fuad Hussein, the president’s chief of staff, told Rudaw that Barzani would meet with the ministers of defense, foreign affairs and trade.

      Hungary has emerged as an important oil partner for Erbil, both as a developer and potential regular buyer of its crude.

      Last year, Erbil approved the development of a major oil field by Hungary’s MOL Group. The integrated oil and gas company has indicated it wants to buy Kurdish crude for its European refineries on a regular basis.

      Strong ties between Hungary and Kurdistan were reinforced with the opening of a new Hungarian consulate in Erbil in November.

      Last month, Hungary’s parliament approved the deployment of 150 soldiers in Erbil as part of the international coalition against the war with Islamic State (ISIS).

      Barzani arrived in Budapest from Washington, where he met with President Barack Obama at the White House and held talks with senior US officials.

      After Hungary, Barzani will be heading for talks with leaders in the Czech Republic.
      10 Antworten
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      schrieb am 14.05.15 12:35:51
      Beitrag Nr. 975 ()
      Antwort auf Beitrag Nr.: 49.751.190 von texas2 am 10.05.15 22:30:22http://www.edisoninvestmentresearch.com/research/report/gulf…
      9 Antworten
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      schrieb am 31.05.15 15:38:43
      Beitrag Nr. 976 ()
      Antwort auf Beitrag Nr.: 49.778.238 von texas2 am 14.05.15 12:35:51Dann könnte es noch 1/2 a dauern bis das produzierte Öl bezahlt wird :(

      Iraq's semi-autonomous region of Kurdistan will sell its oil independently of Baghdad if the national government does not pay the money it owes, the president of the Kurdistan Regional Government told CNBC over the weekend.

      Oil-rich Kurdistan, which has historically had a very tense relationship with the rest of Iraq, has been in dispute with the federal government in Baghdad since 2014 over oil exports and budget distribution. For the last year, national government funding for the region has been erratic, amid accusations that the region is selling oil without Baghdad's consent and failing to meet production quotas.

      "Either Iraq will commit to the agreement that they have and will pay the Kurdistan region or, in another case, if they don't and fail to pay Kurdistan, then we will be selling our own oil and collecting our own revenue," Masoud Barzani, the president of the Kurdistan Regional Government, told CNBC from the World Economic Forum in Jordan.

      Kurdistan has previously threatened to start independently selling its oil—despite doubts over whether it has the international clout to do so. However, Barzani said Saturday that the region would give Baghdad only "one or two more months" before taking action.


      Hmm in der Übersetzung sagt er etwas von " few months"



      http://www.cnbc.com/id/102705050
      8 Antworten
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      schrieb am 02.06.15 21:26:44
      Beitrag Nr. 977 ()
      Antwort auf Beitrag Nr.: 49.883.932 von texas2 am 31.05.15 15:38:43Na immerhin machen die Kurden Druck. Da wird schon Bewegung ins Spiel bringen
      7 Antworten
      Avatar
      schrieb am 10.06.15 21:44:06
      Beitrag Nr. 978 ()
      Antwort auf Beitrag Nr.: 49.899.517 von Eulenfoerster am 02.06.15 21:26:44KRG sets ** JUNE 15 ** deadline for Baghdad oil sales:Official
      02 June 2015 13:51
      Deputy head of oil and gas committee warns that Erbil will sell its oil abroad if Baghdad does not pay

      If the Kurdish Regional Government does not receive a commitment from Baghdad for oil sales payments by June 15, it won't continue to deliver oil to State Organization for Marketing of Oil, SOMO, Dilshad Shaban, the deputy head of the oil and gas committee in the KRG parliament told Anadolu Agency on Tuesday.

      According to an agreement reached on Dec. 2 between Erbil and Baghdad, the Kurdish government was to export 250,000 barrels of oil per day, and the Kirkuk province 300,000 barrels per day via SOMO.

      In return, Baghdad was to provide 17 percent of the national budget to the regional government. But Baghdad has made only a small part of the payments due.

      The result is a financial crisis in the region, Shaban said, in which the regional government cannot pay for public services.

      Shaban said that international companies provide a ready market for Erbil's oil.

      Shaban said that KRG awaits an answer from Baghdad, and, respecting the agreement, does not sell oil on international markets.

      "The KRG could export 650 thousand barrels of oil per day and earn $900 million. We could then pay civil servants' salaries, " he said.

      "If the Iraqi government doesn't send an official answer by June 15, the KRG won’t deliver any more oil to SOMO in Baghdad. In that case, we will sell our oil on our own to the global market," he added.

      According to Shaban, should Baghdad violate the agreement, there will be economic repercussions.

      "Without the KRG's help, Baghdad can’t sell Kirkuk oil. The KRG will sell Kirkuk’s oil to others," he said.

      There have been numerous disputes between Erbil and Baghdad about the amount of crude oil being exported. While Erbil accuses the central government of failing to provide its full share from the national budget, Baghdad claims the Kurdish regional government has not delivered on its promised amount of crude oil from Kirkuk.
      6 Antworten
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      schrieb am 10.06.15 21:56:31
      Beitrag Nr. 979 ()
      Antwort auf Beitrag Nr.: 49.951.689 von texas2 am 10.06.15 21:44:06Na also, die brauchen einen Arschtritt und den bekommen sie. :D
      5 Antworten
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      schrieb am 27.06.15 09:37:22
      Beitrag Nr. 980 ()
      Antwort auf Beitrag Nr.: 49.951.821 von Eulenfoerster am 10.06.15 21:56:31Am Fr mit +24% geschlossen und nix genaues weiß man nicht.

      Die Kurden wollen 5 mrd $ Schulden aufnehmen - ob da auch ein paar Brösel für die Bezahlung der Erdölfirmen abfallen?

      Die Shorter hat der Mut verlassen und sie kaufen zurück?

      Am Fr hatte man in London ein Marktvolumen von rund 12 Mio Aktien. Will jemand mit einer dickeren Brieftasche einsteigen (der vielleicht jetzt schon weiß wie es in der Zukunft weitergehen soll)?

      :confused:
      4 Antworten
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      schrieb am 28.06.15 10:59:47
      Beitrag Nr. 981 ()
      Antwort auf Beitrag Nr.: 50.061.309 von texas2 am 27.06.15 09:37:22Aus dem Jahresbericht 2014

      Gross liftings were 6.5 million barrels of oil (2013: 304,680
      barrels of oil). Of these liftings six million barrels were lifted
      for the export market and 0.5 million barrels for the domestic
      market. Revenue realised for the period was $38.6 million,
      of which $28.2 million arose from export sales (2013: $Nil)
      and $10.4 million from domestic sales (2013: $6.7 million).

      Wenn man für 1 bbl Öl 50 bis 100 $ erlösen kann wären das bei 6,5 mio bbl Öl irgegend etwas bei 650 bis 325 Mio $ für 2014 also weit weg von den tatsächlich erlösten 38,6 mio $ bei GKP (schon klar: damit muss capex, opex, Förderzins etc bezahlen - aber mir geht es hier um die Verhältnismäßigkeit). Finde es ein wenig übertrieben, wenn GKP es "feiernd" herausstreicht wenn sie zB einen 15 mio $ Scheck überwiesen bekommen. Würde eher sagen die leben zur Zeit von Almosen. Kein Wunder dass man Angst haben muss dass die pleite gehen - glaube/hoffe ich aber nicht. Das Geld ist offensichtlich in die Taschen der Kurden/Iraker geflossen. Mit diesen Millionen hätte man wahrscheinlich auch die ISIS bestechen können, damit die aufhören zu kämpfen.

      Der abgestürzte Kurs von GKP ist für mich ein Zock wert aber ich wäre nicht so weit, richtiges Geld dort zu investieren, allein schon wegen dem einen oder anderen Politiker Clan, der dort reicher wird.
      3 Antworten
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      schrieb am 29.06.15 21:30:04
      Beitrag Nr. 982 ()
      Antwort auf Beitrag Nr.: 50.065.392 von texas2 am 28.06.15 10:59:47Schon richtig, dass Gulf dahinraffen kann, wenn es so weitergeht. Aber das betrifft ja auch die anderen Firmen. Und wenn's so weitergeht, ziehen sich die Firmen zurück und die Iraker stehen ohne Firmen da.
      Avatar
      schrieb am 10.07.15 06:49:35
      Beitrag Nr. 983 ()
      Antwort auf Beitrag Nr.: 50.065.392 von texas2 am 28.06.15 10:59:47http://www.gulfkeystone.com/investor-centre/gkp-tv-video-pla…

      http://www.gulfkeystone.com/media/91221/gulf-keystone-2015-a…


      aus iii:

      Here is my quick summary of some interesting points from the Agm. Some of this may have been covered and I may have missed other points...and in no particular order

      Surprisingly low shareholder turnout - 17 I think was the number. Board and senior team very engaged with shareholders who attended

      Getting paid is top priority, they all talked about it. I sense there have been robust discussions with MNR who eg know about 26m October interest payment. No guarantees but expectation of at least a drip feed whilst payments are sorted. Confirmed they are talking to the decision makers - Dr Ashti is the main contact

      Big focus on keeping costs under control and several examples given.

      On M&A presently it seems there may be a difference between buyer and seller price perceptions but still some serious names in the data room . They will not cut a deal at any price

      JF will spend 1w per month in ERbil . On going discussions with other IOCs on areas of common interest

      Commitment to future shareholder events/ communications

      13m barrels of Shaikan crude produced and sold , 95% from upper Jurassic reservoir. 100% dry oil. At pf2 some water handling problems but all drilling water not formation water.

      Reservoir is extremely well connected over 25km

      1km oil column -3 London Shards

      Aquifer is not acting as expected but it's good news. I may get this wrong... But it seems as oil is extracted it would be expected that water level would rise but instead the gas cap at the top of the reservoir is moving downwards and therefore the pressure drops. Others may understand this better but JS said it was good news

      FDP update for Shaikan by year end, SA FDP by Q3

      Every Shaikan barrel produced has been sold. 3 sales channels, 1 trucking to Dortoyl, net back to the field after discount for heavy oil and transport costs $22-27 per barrel, 2. Domestic sales of just under 1m barrels net back to the field $22-27 as above, and 3. Injection into pipeline at Fishkabour (sp!) to commence soon- testing done, no timescale given but expected soon - net after costs and discount $50-54 per barrel

      SZ - Gulf was his client since 2011 prior to joining as FD.

      Unrecognised revenue ie unpaid is $103m, was $102m at year end hence broadly all 2015 sales have been generating cash - not a coincidence

      Equity raise earlier in year served its purpose to provide the required bridge until payments or other transactions. Current cash at 72m described as satisfactory. Arrears not likely to be received this year but. Expect to get paid from this point onwards

      Cash burn is 8-10m per month plus capex at 1 to 2m per month

      Q whether M&A is a distraction. AS said they would want to draw a line under it if a deal not forthcoming. He still intends to buy shares when/if not in close period

      Q re ultra conservative CPR. Per JS it's a good baseline. They won't know how good the field is for several years particularly re recovery factor in the matrix, hence v low 3-7% used in CPR. JF quoted "big fields get bigger" mantra. He also said there was an awareness in other companies of how good our asset is - from his own experience at Maersk. They seem to be a bit coy on this as you would imagine info has been provided in data room for potential buyers

      Q re why big turnover in directors and can we expect stability going forward. Yes to the latter but did not really deal with first point

      Directors pay is at lower levels than in past and to be aligned with shareholders interests

      Not happy re Sky leaks. Could spend a lot of money to try to get to the bottom of it but probably not worth it. Will be emphasising need for confidentiality to staff

      Bonds c 5/6 entities hold >50% of bonds

      No plan to sidetrack Sh6 - money better spent elsewhere. General Sense that ERbil team are champing at the bit to move things along but constrained by payments/ cash for capex
      1 Antwort
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      schrieb am 10.07.15 07:15:21
      Beitrag Nr. 984 ()
      Antwort auf Beitrag Nr.: 50.155.113 von texas2 am 10.07.15 06:49:35PF-2 has small amounts of water currently restricting flow to 20,000 bopd. Water is from drilling fluid,
      plans to deal with this are underway

      Diese Aussage erschließt sich mir aus fachlicher Sicht überhaupt nicht. Warum sollten small amounts of water, die noch dazu vom drilling fluid stammen die Produktion auf 20.000 bbl/d begrenzen??
      Avatar
      schrieb am 11.07.15 20:52:24
      Beitrag Nr. 985 ()
      http://www.shortnews.de/id/1163317/irak-kurden-exportieren-o…
      Sollte für Einnahmen sorgen und den Druck auf die irakische Regierung erhöhen.
      10 Antworten
      Avatar
      schrieb am 12.07.15 23:00:36
      Beitrag Nr. 986 ()
      Antwort auf Beitrag Nr.: 50.166.570 von Eulenfoerster am 11.07.15 20:52:24Oilman63 11 Jul'15 - 12:57 - 432227 of 432232 10 0

      I said I would put my thoughts forward regarding the AGM but I've just spent the morning reading through the posts posted over the last few days and it would seem that my fellow attendees have covered most bases.

      I had the pleasure of spending around an hour with Jon Ferrier, Phil Dimmock and a couple of posters off the LSE in the bar on the Wednesday night. I think Jon comes across as a very decent, credible person and certainly the breath of fresh air that this company badly needed. I think he is overwhelmed by the amount of information that he is being asked to take on board as well as running the company. I put across many of my own points as well as quite a few of the general PI points and I found him very receptive to what I had to say. Not a bullshit type receptive, he came across as genuinely interested and concerned about things that had gone on in the past and about things that have been going on recently.

      One point I pushed quite strongly was the fact that this company is 70% (ish) owned by PI's and they have zero contact with the people, company and asset that they've invested in due to the failings of the current IR department. We discussed the possibility of a Shareholder Meeting / Presentation being held in London so the majority of people would be able to attend. He took all this on board quite willingly, addressed it within the AGM and promised to take a serious look at the company's IR and try to right some wrongs.

      We discussed past events, CPRs bonds, asset being undervalued, things said by previous management. In all fairness he held his hands up, what can he do other than make sure that history does not repeat itself and try to get the best out of this asset for the benefit of long suffering shareholders. But this is very early days and I feel we should give him a chance to prove himself.

      I also spent quite some time speaking to Sami, again somebody who instils far more confidence than our previous CFO. Sami is exploring every possible option within his ability and with the tools available to him to put this company back in a position of strength. The fact that he maintained a dialogue with the KRG to set up the payment structure that he has got is a credit to himself and he assures me that the KRG have assured him that when and as money is needed (i.e. bond payments) it will be forthcoming so the company will not be going bust as this would be very bad or the KRG. Our situation is still far from ideal and he's doing his absolute best to improve it.

      Some points I observed,
      During the AGM sheets of questions were handed out. From people's expressions and comments the way it was done was ill received and could have been done in a far more diplomatic manner. As I said previosly I was stood with some of the BoD just chewing the fat when the equivalent of a hand grenade burst in to the middle of us thrusting these questions upon us. I learnt years ago that this is not the way to go about getting answers when it comes to a BoD. I appreciate that lots of PI's are feeling extremely angry because of what has gone on previously and the fact that most are underwater. This type of approach is going to get shareholders nowhere and may even serve to put the company's back up against the PI. Hence why we have an unresponsive IR department.

      The institutions get results because they vote whereas most PI's don't bother and choose to vent their spleens on to a public BB. These boards have become completely useless to the average investor and I personally think there needs to be a resetting of expectation. A lot of incorrect information and propaganda was pedalled on to these boards a couple of years ago that is slowly being proved to be incorrect (i.e. the institutions and JA's intentions) and when you go back to the ferocity of what some people were posting the mind boggles. Now I personally don't think that JA will be making a come back on
      9 Antworten
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      schrieb am 29.07.15 22:11:39
      Beitrag Nr. 987 ()
      Antwort auf Beitrag Nr.: 50.170.809 von texas2 am 12.07.15 23:00:36https://live.ft.com/Events/2015/Camp-Alphaville-2015

      hier wird der schillernde Simon Murray interviewt (Nummer 10) Zumindest sagt er, dass er noch nicht mit GKP fertig ist, und den großen investierten Fonds.
      8 Antworten
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      schrieb am 31.07.15 07:26:41
      Beitrag Nr. 988 ()
      Antwort auf Beitrag Nr.: 50.294.256 von texas2 am 29.07.15 22:11:39minus 14% gestern und jeder haut auf jeden ein = nicht die besten Voraussetzungen für Investitionen

      http://foreignpolicy.com/2015/07/30/kurdish-militants-strike…

      Striking Pipeline, Kurdish Militants Deal Blow to Fellow Kurds
      The PKK’s attacks on energy infrastructure in Turkey aren’t just directed at their longtime enemy in Ankara — they're also aimed at Iraqi Kurds they see as sellouts.
      BY KEITH JOHNSONJULY 30, 2015.

      Striking Pipeline, Kurdish Militants Deal Blow to Fellow Kurds

      The already convoluted relations among Iraq, Turkey, and the regional and semi-autonomous Kurdish government located between them just got a whole lot murkier, with potentially grave implications for the one group that has so far carried the ground fight against the Islamic State in Iraq.

      A long-active militant group, the Kurdish Workers’ Party (known as the PKK for its Turkish name), attacked a pair of energy pipelines inside Turkey this week, including a natural gas pipeline from Iran on Monday and an oil export pipeline that snakes from northern Iraq to the Turkish coast on Wednesday. The PKK’s armed wing reportedly took credit for the oil pipeline attack; Turkish officials blamed the PKK for the gas pipeline attack, which bore all the hallmarks of similar PKK strikes over the years.

      The attacks are in response to Turkey’s armed crackdown on the group, which is being carried out under the guise of Ankara’s offensive against the Islamic State. Turkish warplanes, finally unleashed against the Islamic State, have also targeted PKK camps in Syria and Iraq over the last week, reportedly killing nearly 200 PKK militants. The attack on Kurdish rebels angered Turkey’s NATO allies, who were glad to see Ankara finally take steps to push back militarily against the Islamic State after months of inactivity but are wary of the latest crackdown. That’s especially true because Syrian Kurds allied with the PKK have been among the most effective fighters against the Islamic State.

      State Department spokesman John Kirby said this week that the United States recognizes Turkey’s right to retaliate against the PKK. The United States, NATO, Turkey, and the European Union consider the PKK a terrorist group, and Turkey has for decades battled the outfit, which seeks greater representation for the Kurdish minority. But Ankara and the militants had enjoyed a cease-fire since 2013, raising hopes of a political solution to the impasse.

      Here’s where things get complicated: The oil pipeline that the PKK attacked carries crude from Iraqi Kurdistan to the Turkish coast for export. That pipeline is the financial lifeline for Iraqi Kurds: It is the only way to sell serious volumes of crude oil that the Kurdish regional government needs to keep functioning, including paying the salaries of Peshmerga fighters who have battled the Islamic State in Iraq since last summer. In other words, while the attack blew up a pipeline inside Turkey, it was directed as much toward fellow Kurds as it was against Turkish President Recep Tayyip Erdogan.

      That’s because the Iraqi Kurdish leader, Kurdish Regional Government President Masoud Barzani, has made nice with Turkey — the PKK’s historic enemy — in order to make his own independence dreams come true. In recent years, ties between Iraqi Kurdistan and Turkey have grown closer, cemented by the oil pipeline agreement that, for the first time, gives Iraqi Kurdistan the chance to break free from Baghdad. But that has not sat well with fellow Kurds.

      “The PKK has a reason to stick it to both Barzani and Erdogan,” said Matthew Reed, a Mideast expert and vice president at energy consultancy Foreign Reports, Inc. “Barzani has traded dependence on Baghdad for dependence on Turkey. They see him as a sellout.”“Barzani has traded dependence on Baghdad for dependence on Turkey. They see him as a sellout.”

      For now, the pipeline attacks haven’t crippled the energy infrastructure. Turkish and Iraqi energy officials expected the oil pipeline to be back in operation Thursday; Turkey’s pipeline ope
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      schrieb am 03.08.15 22:43:36
      Beitrag Nr. 989 ()
      Antwort auf Beitrag Nr.: 50.304.189 von texas2 am 31.07.15 07:26:41The Kurdistan Regional Government said it will from September allocate a portion of the revenue from its direct crude oil sales to the international oil companies operating in the region, sending their share prices higher.

      The plunge in oil prices, a deteriorating security situation and a dispute over the Kurdish region's energy autonomy with the Iraqi federal government has left foreign companies owed hundreds of millions of dollars, writes Anjli Raval.

      Shares in London-listed Genel Energy - of which former BP chief Tony Hayward is chairman - are more than 10 per cent higher while Gulf Keystone Petroleum is up 12 per cent, although it is not yet clear at this stage what portion of revenues they will receive. Shares in DNO of Norway have gained 21 per cent at publication time.

      The Kurdistan Regional Government's ministry for natural resources in a statement said:

      From September 2015 onwards, the KRG will on a monthly basis allocate a portion of the revenue from its direct crude oil sales to the producing IOCs, to cover their ongoing expenses. Furthermore, as export rises in early 2016, the KRG envisages making additional revenue available to IOCs to enable them to begin to catch up on the past receivables due under their production sharing contracts.

      The Kurdish region, which sits on top of some of the world's largest untapped oil reserves, is facing a cash crunch made worse by deteriorating relations with the Iraqi federal government. At the start of the year, the KRG reached a deal with Baghdad to export crude oil in exchange for a share of the national budget, which industry insiders say has effectively collapsed.

      The tussle comes at a time when Iraq is more dependent than ever on its oil industry. Plunging oil prices and surging expenses to meet the costs of the war against the Islamic State of Iraq and the Levant, known as Isis, has thrown Iraq into financial turmoil.

      http://www.ft.com/fastft/370301/genel-gulf-keystone-lifted-k…
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      schrieb am 09.08.15 12:07:32
      Beitrag Nr. 990 ()
      Antwort auf Beitrag Nr.: 50.324.016 von texas2 am 03.08.15 22:43:36And some more of his thoughts regards potential recovery


      The recovery factors from the CPR for Shaikan in Jurassic are guesswork at best. The problem is that guessing is the best anyone can do at this stage. Shaikan recoverable resurces is calculated on the basis of rather low recovery rates, especially from the matrix. But it is not only Shaikan, if you look at Atrush for instance, the recovery factor for the field as a whole is currently set well below 20%. Maybe somewhere between 17-20%, we don't have the latest STOIIP figures for Atrush in the public domain, they reinterpreted the 3D seismics last year which led to a few changes in the field.

      High recovery from the fractures and low (if any) recovery from the matrix, that is the assessment in Shaikan and Atrush. Everyone is looking at the matrix and wondering whether it will produce. Will the oil leave the matrix before water invades the surrounding fractures? They simply don't know yet. Only production data can give the guidance. Shaikan might start to give some answers on the matrix soon and a new CPR can probably adjust the recovery factors from the matrix to some extent, hopefully to the better.

      Tawke could maybe serve as some sort of a comforting guidance. It had an estimated recovery rate at about 18% in 2007, 4 years laters the numbers were changed to 37% and I believe that Tony Hayward now believe that the field might breach the 50% level in recovery in the future. Even though Tawke is some distance away from the fields in the Shaikan area, the story from Tawke clearly shows that recovery factors are just guesswork in the early development phases. The story in Barda Rash shows that things can go bad as well. The fact that no water cut has been seen in Shaikan yet is a very good sign, but we need to know whether any oil has left the matrix yet to start playing around with the recovery numbers. Remember that in the long term test of Simrit-2, next door to Shaikan, the well produced water from Mus/Adaiyah after only 40 days of oil production in spite of a 65 meter oil column.

      It is still early days. Will the field recovery remain at today's low CPR numbers? Will it double? Triple? Or be cut in half? Hard to tell, but I believe the upside potential for the recovery factor is far greater than the downside risk. The current numbers for Shaikan are conservative, and so they should be with only very limited data at hand.

      Then we have Cretaceous and Triassic as well, where there is even less data available.

      Sorry for not giving you a number to hold on to. It is simply not possible.
      Place your bet, I have placed mine on higher recovery factor in Shaikan in the future, but the wheel spins and the ball can land on any number.

      iii
      5 Antworten
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      schrieb am 27.08.15 23:22:10
      Beitrag Nr. 991 ()
      Antwort auf Beitrag Nr.: 50.361.102 von texas2 am 09.08.15 12:07:32http://www.gulfkeystone.com/media/92036/h1-results-2015-pres…

      film und life präsentation gibt es dazu ebenfalls

      nach wie vor auf enge Kante genäht, und es geht bis jetzt weiter ...
      4 Antworten
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      schrieb am 27.08.15 23:39:16
      Beitrag Nr. 992 ()
      Antwort auf Beitrag Nr.: 50.506.128 von texas2 am 27.08.15 23:22:10Losses widen at Gulf Keystone
      By Harriet Mann | Thu, 27th August 2015 - 11:33
      Losses widen at Gulf KeystoneGulf Keystone (GKP) has made progress over the last six months, but if regular payments for its crude sales have still not been secured before its next bond payment in October, the troubled explorer could be at the mercy of its bondholders to see it through the next year.
      Gulf ratcheted up losses of $77.7 million (£50.2 million) after tax in the six months to 30 June - more-than double the losses generated in the first half of 2014, but a fraction of 2014's $248.2 million total. The producer generated $30.1 million revenue in the first six months, up 61% on the year and close to 2014's total sales of $38.6 million. Including un-booked sales of $117 million, total arrears net to Gulf stood at $283 million at the end of June, which it hopes to start getting back from early 2016.

      "We are confident that our host government will be able to deliver on their recent pledge to establish a regular payment cycle for our crude from next month, and will start addressing the amount owed in arrears from 2016," says chief executive Jón Ferrier.

      "Combined with revenue from our domestic off-taker agreement, this will provide us with the necessary means to recommence investment into the field and progress toward further increasing production, and subsequently value, for all stakeholders," he says.

      Even after a $40.7 million placing in March, Gulf's cash pile fell from $72.1 million in July to $63.9 million on 25 August, which includes the $32.5 million needed to meet debt obligations. If the group doesn't start receiving regular payments for its crude, reduce its arrears or sell any assets, it’s likely it will need more cash to fund its commitments for the next year. Net debt currently stands at $480 million.

      "The directors consider that whilst a stable and reliable payment process for export sales is not yet fully established, a material uncertainty exists that casts significant doubt over the Group's ability to continue as a going concern and to realise its assets and discharge its liabilities in the normal course of business," the company warned.

      Gulf doubled gross production from its Shaikan field in the six months to 30 June, pumping 4.7 million barrels of oil from the ground. After the exploration company hit a new daily production record of 45,000 barrels of oil (bopd) on 16 August, daily output is averaging 40,000 bopd. Bosses still reckon the company can ramp up second-half production to between 36,000 - 40,000 bopd, achieving its 30 - 34,000 bopd average target for the full-year. This should be increased to 100,000 bopd by the end of Phase 1.

      Half of this oil is being delivered to the Turkish coast by truck, which has generated $19.3 million of cash receipts ($15.4 million net to Gulf) so far. The other half of Shaikan crude is being delivered to the export pipeline at the request of the Kurdistan Regional Government. Regular payments are expected from September after Kurdistan's Ministry of Natural Resources said it would start allocating a portion of the revenue from its direct crude oil sales to producing international oil companies.

      Following an appraisal report for the Sheikh Adi field, Gulf has started its field development plan for the play, which it has an 80% working interest in.

      "Gulf Keystone's future as a going concern is dependent on the receipt of regular payments from the KRG and the willingness of its bondholders to keep the company alive (as there are few obvious alternatives)," explains Westhouse Securities analyst Mark Henderson, who reckons the shares are worth 45p.

      Gulf's shares bounced 12% to 30.25p on Thursday. Following the path oil prices have forged, Gulf's market value is two thirds lower than this time last year. Since June, Brent has lost over 30% of its value and was changing hands for just $44.67 a barrel on Thursday. This was up 3.6% on Wednesday, however.

      "The Shaikan field is a world class asset and Gulf Keystone has other assets with similar potential (a reference to Sheikh Adi, on which appraisal work is planned), but the balance sheet needs to be repaired before the equity investment case becomes clearer, in our view. We retain our Neutral rating," says Henderson.

      This article is for information and discussion purposes only and does not form a recommendation to invest or otherwise. The value of an investment may fall. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.
      3 Antworten
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      schrieb am 30.08.15 20:42:53
      Beitrag Nr. 993 ()
      Antwort auf Beitrag Nr.: 50.506.182 von texas2 am 27.08.15 23:39:16Gulf Keystone Petroleum's (GFKSY) CEO Jon Ferrier on Q2 2015 Results - Earnings Call Transcript
      Aug. 27, 2015 7:24 PM ET | About: Gulf Keystone Petroleum Ltd. ADR (GFKSY)
      Executives

      Jon Ferrier – Chief Executive Officer

      Andrew Simon – Chairman

      Tony Peart – Legal and Commercial Director

      Sami Zouari – Chief Financial Officer

      Analysts

      Werner Riding – Peel Hunt

      Al Stanton – RBC

      James Hawley – Barclays

      Robin Howarth – Stifel

      Charlie Sharp – Canaccord

      Gulf Keystone Petroleum Ltd. (OTCQX:GFKSY) Q2 2015 Earnings Conference Call August 27, 2015 6:30 AM ET

      Jon Ferrier - Chief Executive Officer
      So good morning and welcome, ladies and gentlemen to our Six Months Results Presentation. My name is Jon Ferrier. I'm the Chief Executive Officer of Gulf Keystone. Welcome to those of you who have come to the room here and to those watching via the webcast and also those listening in on the phone. I hope those of you watching or listening can hear me well enough.

      I'll start off by introducing the colleagues who are with me today here. I'm joined – very happy to be joined by Andrew Simon, our Chairman, who's been in the role since Simon left earlier this year and a great support to me. Sami Zouari, Chief Financial Officer who joined the Company during this period that we're reporting on, back at the beginning of the year. And Tony Peart, our Legal and Commercial Director who's been here longer I think than anyone with the Company who's here today at least and knows all the stories.

      But before I get into the presentation proper, on the business and the review of the six months, I'll invite Andrew Simon to stand up and say a few introductory remarks about the business or actually you can stay where you are, if you like, Andrew and over to you.

      Andrew Simon - Chairman
      Okay, thanks very much. As Jon said, I've taken over the Chairmanship since the beginning of April and just wanted to say a few words in order to give a degree of continuity to the business.

      As I indicated in my Chairman's Statement, there are two issues affecting the Company, those which I call the externalities which are the oil price, the ongoing conflict around Kurdistan and Iraq and Syria and the difficulty of payments by the KRG.

      Those are factors which we can unfortunately have little influence on although we are working very hard to develop our – improving and developing our relationship with the MNR and the KRG which I think Jon will talk about later on.

      However, internally, the internalities we have done a lot. In the last five months, we have as you can see appointed a new Chief Executive who is based full time in the UK and obviously is spending a lot more time in Erbil than his predecessor.

      We have made a lot of changes to the Board. We've lost four non-executive directors. It's really our intention to develop a much smaller Board, fit for purpose, people with good oil industry operational experience as well as substantial UK PLC experience. We currently have a shortlist of about 10 people whom we are beginning to engage with having also spoken to a number of others during the past two or three months. So that's – those are all the changes that we're making.

      We've reduced the non-executive directors' salaries by 25% effective October 1 and have brought the whole corporate governance of the business much more into sort of mainstream UK PLC. So I think that's good progress as far as we are concerned.

      And clearly in the meantime, as Jon will shortly demonstrate the oilfield is performing well. And the big issue is getting paid and getting paid a little bit more for the oil that we're producing.

      So on that, I will hand back to you, Jon.

      Jon Ferrier - Chief Executive Officer
      Thank you very much, Andrew. The oil business is used to dealing with hazards. It just comes with the territory. So in terms of safety today, there are no planned fire drills as far as I know so if you’re hearing the alarm please use the exit here, just down there straight outside. Also just watch out when you walking around the room the cables on the floor, and if you’re over six foot you maybe to need to watch some other doors that you can not use silhouette otherwise anyway, that’s over.

      Before I get into the detail of the business's performance, and just to remind you, I've been with the Company now, approaching three months. Not that long. But I'm pleased to report that the initial assertions I had that brought me into the business stand. Really delighted with the quality of the asset that we have in Shaikan and the satellite – potential satellites around it and the team. The team has done a terrific job to actually develop these assets and bring them on as low cost, safe producers where they are. So that's great.

      But of course there are challenges and that's going to be central to much of the conversation or the presentation and the conversation we have today. But I would hope you get from this morning's presentation a clear sense that under the circumstances, the leadership team here is doing a great job to manage these uncertainties and challenges that we have in the region and that we all share a cautious optimism about the future.

      When I came on – it's very useful when you join a new business and you know you're going to be extremely busy and there's a lot going on and it can be quite chaotic at times, just to lay out to yourself and your team what your priorities are. So if I go on to my priorities that I just laid out on day one and I still work with, they're fairly simple.

      The first is that we have safe and reliable operations. It's pointless even talking about political risks and getting payments and so on, if underneath all of that you don't have a strong foundation for the business. And in our case, it's a reliable asset that's producing well where nobody gets hurt and the equipment isn't damaged. So this is really important to me.

      This is our license to operate. It's an expectation of the Ministry. So although anyone might come to me and say what are you doing without payments and so on, my first priority as the CEO has to be the safety of the people and the assets in the business. And that's what I talk about whenever I meet my colleagues and any other stakeholder. So that's just normal oil business stuff.

      The second of course though is the commercial sustainability of the business. So from day one, I've been working with Sami and Tony and others in the business to do everything we can to make sure that we get paid in these rather extraordinary times. And that is a challenge, it's an everyday challenge. We've got to get regular payments coming in and we've got to be paid for the oil that we produce. And in response to that we've developed a strategy which Tony will talk to you about later this morning.

      It's a very complicated world in which we live as well, not least with the geopolitics we enjoy in the region, but everything is connected. So you really have to put a lot of time into understanding the stakeholder landscape in which you work and making sure you understand it and engage with it properly. So there's a huge effort going on particularly directed within country with our stakeholders in the KRG, especially with the Ministry, with Dr. Ashti for example. He's my number one stakeholder if you like because they basically own the assets out there. We're just contractors.

      But I also talk to the other IOCs. It's very important for me to connect with the CEOs and the country managers of the other international companies in country, the contractors who work for us, the local villagers, the local village chiefs. These are all very important to me.

      And not least apart from all of those is the shareholders. And I hope you've noticed since I've joined, we've taken a different, more open approach to engagement with shareholders, large or small and anyone else who has a stake in the business. This is very important to me that we get this right and a lot of my effort goes into this area and also my team's.

      And as a sort of a fourth priority for me really but this is well underway with Andrew's help is that we get the old governance stories, the stuff that used to make headlines well behind us. That I want to have a strong leadership team, I'll talk about that a bit more in a moment, supported by an effective Board. And all of that aligned with shareholders. So this is the simple priorities. I remind myself of them every week. Every time I have a town hall with the staff I rattle these things out and I think it's helpful to people in the business to know where we're going and what's important, so you don't get distracted by peripheral stuff.

      So let's think about the context within which we operate. This is just a few headlines from the last few months. It has been one out of the six months for this business. If it's not the oil price collapsing to historical lows, which is just something we have to live with, we can't do anything about that other than respond through our cost base. There's political uncertainty in Kurdistan. There's a fight going on right now for the presidency. Barzani wasn't confirmed as the – his extension of his presidency was not confirmed last Wednesday.

      Global economics played a role in oil price. Political – geopolitical dynamics, the whole tensions between Baghdad and Erbil. ISIS fighting 30 kilometers away or not fighting but being based 30 kilometers away from where we're working is a reality, a daily reality for our people on the ground. PKK camps, 20 kilometers to the north of us.

      This is just stuff that we have to be aware of, on top of. We use, put a lot of effort into this. We have the right intelligence. We share information with the right parties so we can be proactive in these areas and if we have to react, we react very quickly and safely.

      So that's the kind of context within which we work. These are – I've been in the oil industry 30 plus years, these are really quite extraordinary times, so not easy. Despite all that though, we have enjoyed highlights in the business and I get really thrilled by the little victories we have. So just laying some of these out.

      Despite some of the challenges in the area, our own safety performance has been excellent. It can be better and I continue to work with the people to improve our LTI statistics and so on. But nothing major.

      And the security situation around us remains stable. If you go to the field and I was out there with Mary a couple of weeks ago, it feels quite safe. Everything is under control. We haven't lost an hour of operations over the last six months to any of these issues, well-publicized issues in the area. I think we're the only international operator who can boast that.

      In terms of production, we've produced nearly 5 million barrels in the first half of this year, 100% increase over the same period last year and Shaikan has now produced 14 million barrels. Daily production, I looked at the report this morning, is in excess of 40,000 barrels a day. It's 43,790 this morning. So this is what the field can do. It's performing very nicely and predictably.

      And importantly, we're sticking with our production guidance for the year that we gave at the AGM. And that's a nice thing as a person running an oil business to be able to say. Tony is going to talk about more – talk more about the whole sales issue. But we've had to adapt to the conditions. We're basically operating outside of the production sharing contract. We've had to diversify our approach, but there are essentially there are two strands to it, both related to export, but slightly different routes and Tony will explain.

      And we are getting paid from the domestic exporter. We in July started injecting oil into the pipeline which is an export pipeline up to Ceyhan. We are in discussions with the Ministry about the payment mechanism for that. But on your seats you will see an announcement that came out from the MNR today which supports very much the announcement they had on August 3 about their commitment to pay the exporting company, three exporting companies, ourselves, DNO and Genel and we see this as a terrific development. It's very positive to me that they've put out two statements this month that confirm the kind of discussions that we have privately with the Minister about what we can expect September and onwards. So today's announcement that the three companies will be sharing between – what was it – $75 million and $100 million is very good news for us. That's just what we wanted to see. So I'm encouraged by that and that was what was informing my cautious optimism that I mentioned earlier.

      But it hasn't happened yet, so we've been very careful with our finances. We're pared back to the bone. No discretionary capital going out and there's a hiring freeze in the Company as well. So we're doing the bare minimum expenditure on safe and reliable operations, essentially is what we've got going here. There's good spend and bad spend and we have to spend some money, but it's directed at making sure the operations are safe and reliable. Sami is going to go into details of this, but we've got just under $64 million in the bank right now.

      On the corporate side, Andrew has already mentioned this, this morning. The Board is in the process of being built or rebuilt. We have engaged a professional headhunter. We're down to a shortlist of candidates and over the next few weeks I will be interviewing along with the team at GKP, these candidates to see whether they're the right kind of people to bring on to the Board to give it the correct profile and skills that it needs.

      And it was in the paper a few days ago, I can't remember exactly that we've just appointed a Chief Strategy Officer, Nadhim Zahawi, who's a Conservative MP. He works for me. He's part of the leadership team. If he wasn't traveling today he'd up here sitting at the table with us. He's working part time because he obviously has other duties.

      But this is a guy who not only has a – he's got a Kurdish background and he knows the region incredibly well and can support us in helping us navigate the geopolitical complexities of a region like that, but he's also a very smart businessman as well. He's got a great commercial mind and we've already had brainstorming sessions with him in the office. The chemistry is great and I know that he's going to bring real value to the Company in helping us get the most out of our position in Kurdistan.

      So these are some of the highlights for me over the last six months and in my time in the Company as well. So I'd like to talk specifically now about production. We haven't got our Head of Production here today so I'll try and go through some of this stuff and hopefully be able to answer any questions on this later.

      But this graph here shows the production evolution since day one of us starting production back in 2012. Where the heavy blue line starts here, this is the beginning of the first commercial production back in mid-July two years ago. And you can see a steady ramp-up from PF-1 or production facility one – I'll show you a picture of that in a moment – and then a growth of production from PF-2 as well. And the plateau which was in the first quarter of this year is when we shut down for approximately four weeks.

      So terrific rise in production as I say up to levels today. We had a production record earlier this month of just over 45,000 barrels a day from the two – from the combined facilities. So a great result.

      In numbers, the 40,000 sort of nameplate capacity was reached last December. There's that production record on August 16.

      This is an important number here, the – as you can appreciate we're working in a tricky area. Export, we are at the subject of the export mechanism which is either trucks. 250, 300 trucks a day turn up to be loaded from the facilities, drive up north across into Turkey and then into the seaport of Dortyol. If the trucks can't get back across the border because there's some dispute or disagreement, that can slow things down. If the pipeline is closed because there's a power cut related to a Turkish air attack, that's the sort of stuff we're sensitive to.

      So it's very important to know that when we have these ups and downs in our production it's nothing to do with our asset or the reservoir. This is the externalities that Andrew was talking about. So our plant availability is around 98% for this year which is a terrific number. And we can compare that to a typical North Sea facility at the moment, it's more than double what you'd expect to see in the North Sea right now in terms of plant availability. Very proud of that. So we're running a tight ship here and it works very well.

      As I said we can maintain the production guidance for the second half of 2015 in the range of 36,000 to 40,000. Overall 2015, again in the range of 30,000 to 34,000 and these are the numbers. The range is because we're putting a sensible range in there that is contingent on off-taker ability and capacity. So those are the headlines.

      Let's just have a look at it, remind you where we are. This is just in the sort of beginnings of the Zagros Foldbelt. The mountains are about three hours drive north of Erbil. This was an early picture of the production facility number one when they were doing the extended well testing. There's a flare there. There's a tank there that holds 25,000 barrels of oil in storage and this has now been developed.

      And we can have a look at the next picture and it looks like that now. It's a very smart, modern, fairly straightforward simple plant. With low operating costs, fit for purpose, not much redundancy built into it, but it's working very well. And the beauty of it is its simplicity.

      So I was out there a couple of weeks ago with Mary, on my first visit to the actual field operations, although I've been to Kurdistan many times and I was really impressed by what I saw. It works beautifully. There's a good atmosphere there in the team. A good dynamic between the few expats that we have and the largely local staff, getting on very well, all working as one team.

      But my frustration was as a geologist and as a business developer, when you see the potential of a large field like this – I'm not going to go into the solid numbers now, I don't have them on the top of my head, but 10 billion or whatever in place is a huge volume that we can exploit here. And I was just really frustrated that we can't get after this, invest more and grow the production to the plan at the moment because we're simply not getting paid. We are watching our costs very carefully and we haven't given up on the future at all. We are doing work to realize the future potential, but we're being careful what we spend.

      So what's happening right now? We have an FDP underway for Shaikan to take it to the 70,000 and then 100,000 barrels which is what Dr. Ashti expects us to do in country. And we're also doing important FEED work on a central processing facility because at the moment it's fairly vanilla what we have out there. Ultimately, we want to have full water gas handling and move away from trucking and pipe everything for export. That gives you the best netbacks, it's safest, and it’s a much better kind of operation. That's what I want to see. So we're certainly ready to take it to a 100,000 once the money starts coming in.

      Talked all about Shaikan so far, but there are other assets as well and a really exciting development for me is the satellite, potential satellite in Sheikh Adi. I haven't got all the details on this here but we're working on a field development plan. This is a very easy field to develop. It lies just to the west of Shaikan, the same kind of field, it would be very familiar. It's not difficult territory. A very easy bolt-on to our business once the money starts coming in.

      And on that, it's great that we're producing, it's great that we can get up to 45,000 barrels a day, but none of that makes any sense if we're not getting paid. We've got a great asset. It's performing at or above expectations. We've got great plans. As you saw, the FDP, the FEED work and so on, that's all very encouraging. But we've got to get paid. So Tony is going to go on to this, but whenever I see the Minister, I talk to him about payments. When are they going to pay us? How regular are these going to be? What date are we going to get the money? And that's my dialogue.

      I've seen Dr. Ashti three times now since I've joined the Company which is possibly three times more than most oil companies have tried to get to see him. We do enjoy a good relationship with him and he is entirely understanding of our situation. And they've been quite supportive too about creative approaches to the marketing and oil sales that we do.

      So with that, I think we've got to the point where you need to hear more about this story in detail. So I'll hand over to Tony, our Legal and Commercial Director, who'll give you some color on this.

      Tony Peart - Legal and Commercial Director
      Good morning. As Jon has indicated, we've agreed with the MNR a diversified marketing strategy. Now what does that mean? It's a strategy whereby we have some flexibility should one of the routes go down and also allows that we will receive sales revenues. You've probably seen this map before, but this is an indication of where Shaikan is and the different routes.

      The red dotted line is the truck transportation route, which runs to Dortyol on the Turkish Mediterranean coast. The green line is the Kurdistan Export Line, which links with the international pipeline. I called it the Kurdistan Export Line is actually the original Kirkuk Export Pipeline. The trucking distance from Shaikan to Dortyol is about 800 kilometers.

      So the two routes that we have currently are the route by way we sell to a domestic offtaker who trucks the oil from Shaikan to Dortyol. This is reliable and well-known company in Kurdistan with whom we've been doing business for a number of years and currently they are delivering about 24,000 barrels a day to Dortyol.

      The second route is the injection of oil into the international pipeline at Fyshkhabour where we're currently doing 20,000 barrels a day. This is whereby we truck the oil to Fyshkhabour, go to the next slide, which is shown in detail on this map. Fyshkhabour is on the border with Turkey. We have an agreement with DNO whereby we – whereby they handle the trucked-in crude and it is then injected into the pipeline.

      Now this is a very exciting development for us because Shaikan oil rather than being sold as a direct Shaikan crude by the truck route is actually sold as the international Kirkuk blend together with Taq Taq and Komala and Tawke. As you know, Kirkuk blend is traded internationally. Currently, it's about $5 below Brent.

      I can't give you any detail as to what the exact netback is but you should assume that there will be a discount for the Kirkuk blend as I've mentioned. There's obviously the pipeline tariff through the international pipeline. There are other through-putting and trucking costs associated with that. What I can tell you however, it is going to be a substantially better netback than that on the domestic offtaker Dortyol route.

      As Jon has mentioned, payments have been announced by the Minister, a very exciting development, the news today that he has confirmed that the international oil companies will be sharing between $75 million and $100 million, which is very good news indeed. Further details on the actual pricing mechanism, the payment mechanism are still to be clarified. In terms of the current capacity in the international pipeline, that is going to be around 700,000. We expect during the course of this year, during 2016 we expect that to be upgraded to about 1 million barrels a day.

      To give you some further detail on our domestic offtaker, so under the new contract which commenced in May, we've sold about 2.1 million barrels to date. I can give you some detail on the netbacks from this route. We use an average dated monthly Brent price less a Shaikan direct quality discount of $23 a barrel and less a transportation cost, obviously the cost of trucking to Dortyol, which is about $14.5 a barrel.

      Obviously at these sort of prices, at current oil prices, this is a very, very difficult netback, but that is the situation that we have today. Payments received under this domestic offtaker contract totaled $15.4 million net to the Company and as I've mentioned these deliveries are going to Dortyol for export, so we have two export routes. In terms of the cash receipts, they are split 50% to the contractor and 50% to the MNR, an attempt to mirror the PSC terms.

      And lastly, to show you what the destination of our crude would be, if you look at this graph, the dark shade of blue are all the sales by truck to Dortyol, starting from first commercial production in July 2013 and the lighter blue is the contract with our domestic offtaker. You'll see they started off early in 2013. Those are essentially sales into domestic market. But recently as you can see from 2015 they have been selling to export at Dortyol. And lastly, the grey area in the corner are the sales into the international pipeline. To give you some idea of numbers, the actual sales of oil via the Dortyol route totaled close to 12 million barrels, which is quite significant and about 0.5 million barrels have now gone into the pipeline at Fyshkhabour.

      And now, I'd like to turn it over to Sami.

      Sami Zouari - Chief Financial Officer
      Some of you might know me. I've been with the Company for now almost seven months, so that's quite a newcomer. And I'm very happy to present to you the – this first half year and let's go over some of the highlights and figures. So cash position, as mentioned by Jon, about $64 million, not too far away from the previous cash position that we disclosed at our AGM. And this cash position was sustained thanks to the local sales, mentioned by Tony. So these local sales have been very much appreciated.

      Revenues of $30 million for first half, in relation to both local sales, but also exports. Loss after tax of $78 million, indeed going up due to increasing operating costs that related to our continuous ramping up, up to 40,000 barrels per day, to which you have to add some G&A and of course the finance costs. Total arrears net to Gulf Keystone, $283 million, going slightly up compared to what we disclosed previously at the AGM. And this is normal that we are accumulating further arrears. So this is – we'll go through the details of these arrears later on, on a specific slide.

      The investments, first half, about $29 million, most of which are devoted to – allocated to Shaikan, but also drastically reduced compared to H1 2014, about minus 65% reduction and rightfully so, considering that all further investments or at least significant investments are subject to future repayments. The last two bullet points, I'm pretty sure that most of you are quite familiar with these guys. We're mentioning them because they were quite important milestones for the Company.

      First of all, the small placing of 86 million shares, leading to about $41 million, so the purpose of this equity line was to act as a bridge between March and now or between March and future repayments. And we're happy to say that this equity line, however small, fulfilled its purpose by allowing the Company to pursue its operations. And today, the MNR confirms these upcoming payments in September.

      The book-to-equity ratio, again, something that we have announced repeatedly through RNSs, but also at our AGM, whereby we removed the restrictive condition preventing us from raising equity and we did so successfully by talking with our bondholders on the guaranteed note. So some – here's some figures showing the evolution of revenues. Nothing much to say on that size – on that side; again, 2015 is a split between local sales and export revenues. And on the export side, what is included in this value is the payment from the MNR in February 2015 of $26 million gross, meaning $20.8 million to the Company, the remainder being made of cash receipts in relation to local sales.

      Gross profits, or rather losses, again these losses are due to increasing operating cost, G&A and finance costs, and the evolution of our cash position. And hopefully so, we expect that this cash position will be upgraded in the coming weeks and months, allowing us to pursue our operations. So, here a slide on CapEx spend. Again, so a drastic reduction compared to last year. And this shows you the allocation of our capital expenditures, most of which is allocated to Shaikan. H1 2015, $22 million, forecast by the end of the year, another $15 million.

      And for Shaikan, it is in relation mostly for the first half of the year, mostly allocated to tie-in wells and the completion of the Shaikan-11 well, in addition to some debottlenecking work, allowing us to ramp up our production from 40 to 45, so adding another 10% of production capacity. Sheikh Adi, also some front end engineering work, which comes to a cost, although minor. Ber Bahr, as well some studies. And on Akri-Bijeel, these CapEx have been reduced to zero, so to nil.

      The next slide, so I was very keen to show this slide – it's a new slide actually to remind, here, everyone of the commitment of this Company of achieving the development of Shaikan. So that shows you only the CapEx amount in order to achieve 40,000 barrels per day. If you look at the figures and the evolution of this CapEx, we have – sorry, not CapEx only. This is the other expenditures, so CapEx, OpEx and G&A. Nevertheless, most of which is recoverable. The bullet point below, $874 million of total expenses on a project basis, so 100% basis, of which we have $845 million that is estimated to be cost recoverable.

      So indeed, again, to remind everyone of the Company's achievement with respect to Shaikan. Hopefully, once we come to a settlement of the arrears and the repayments are resumed – and we're going through a normalization of the business environment in Kurdistan – we can resume our investment on Shaikan, as mentioned by Jon, in order to achieve the 75,000 – or 70,000 and then 100,000 barrel-per-day mark.

      So the arrears, the allocation remains the same, more or less, compared to what we showed you before. The figures have slightly increased. So we have $170 million of past oil sales due to the Company. We always say subject to audit because this is what we have in our books, but also subject to recognition from the MNR. And we're no different from our peers with respect to these pending audits. So it is going to be subject to some discussions at a later stage. And so the first chunk is unrecognized revenues. Second chunk is in relation to the working interest of 35%, which is itself made of 15% of third-party interest, and also 20% in relation to the government backing right. So we've been carrying this working interest since the beginning of the project.

      Next slide, so just an evolution of our cash receipt. This is not for the first half of the year. This is year-to-date. I just wanted to show that payments are ongoing beyond end of June, and we have accumulated in addition to the $20.8 million,which are related to exports. And if you connect the dots, these are related to the $26 million that we received from the MNR in February and the $17.5 million of local sales. Just to demonstrate that, local sales, indeed as even though netbacks are not as great as the Fyshkhabour routes, they do represent indeed a strong cash cushion for this Company. And we have accumulated $17.5 million net to Gulf Keystone to this day.

      Well, again, on – I would like to finish on a positive note, so we are very happy that the MNR has confirmed what we have been discussing with them all along. So it is in line with our expectations. We are always very happy that it’s confirmed officially to the public, expecting not only payments in September and a fair amount allocated to Gulf Keystone, but also, indeed, another payment in October, regular payments, because what the market is expecting of course is not only getting payments, but it’s also predictability and steadiness of these payments.

      So we’re counting on that. And once we have – I believe IOC have had a few payments, say, by the end of the year, two or three. I think it will unlock new opportunities for all these companies.

      On the M&A side of things, we have announced an M&A process. It’s still ongoing, although it’s been a bit challenging due to the political risk translating in non-payments in Kurdistan. And once these payments are resumed, we do believe that there’s going to be an acceleration of the M&A activity potentially for Gulf Keystone, but also all our peers. But it will I think also open up new access or renewed access to capital market, which is quite limited today, especially, well, in the oil and gas sector in general due to the macroeconomics, but specifically in Iraq and more specifically in Kurdistan due to the political risk component.

      So we are quite optimistic. What should I use as an expression, Jon, cautiously optimistic?

      Jon Ferrier - Chief Executive Officer
      Cautiously optimistic.

      Sami Zouari - Chief Financial Officer
      As a management team. So thank you very much.

      Jon Ferrier - Chief Executive Officer
      Thanks, Sami. I’ll just give a couple of closing remarks, just to take care of what my outlook is or the business’s outlook for the rest of the year. Of course, as I keep saying, safe and reliable operations, number one. We’ve got to keep the whole plant ticking over nicely and producing the oil.

      But again, it’s getting payments. It’s very encouraging to see what was announced today. And also, if you look at the language of the statement, the ministry themselves use the words like regular and predictable. They know what we need, so it’s great to see that.

      But we’ll do everything we can. We’re not giving up our meetings, our continual pestering of the ministry and Dr. Ashti and so on to make sure this comes through and we can keep the business going.

      In 2016, hopefully we’ll be having a different discussion with them too about the arrears. As Sami’s just said, we’ve got over $0.25 billion in arrears that’s due to come to us. They’ve indicated that this is up for discussion and for payment in 2016. We’re going to make sure that we’re ready for that discussion too.

      Strategic review process, okay, that’s code for an announcement that was made back in February this year. It’s the M&A. We’ve had a data room open since then. It’s still open. We’re in active dialogue with companies still who are interested. So despite a globally challenging M&A market where companies really can’t get together in terms of price decks [ph] and expectations and so on, and also the challenges in the region with payments and ISIS and so on, we’ve nevertheless been able to attract some very serious, credible names to the data room and we’re still in dialogue with them. We’ll keep you posted on that one. I can’t say any more about that.

      Anything else? Yes. We’ve got plans. We want to take this asset forward. We know we can get it to 70,000 to 100,000. We’re doing all the technical work, the manpower-related work on that so that we’re ready to push the button when we can, when the money starts coming in, and we’ll realize full potential from the assets.

      So this slide, which is a picture of production facility one, it’s not a sunset, it’s a sunrise. Remember that, it’s all optimism, new day ahead.

      So I’m, as I said, very pleased to be here. The business is what I expected it to be. We’ve got challenges, but I’m confident in the team, the Board, the way the Board’s going to develop, and our new hire, Nadhim, that we’ve got the right team to help us navigate the complexities that we face here and unlock the potential from these assets and from the business as a whole.

      So that was really all I had to say in terms of the presentation. I believe we’re now going to go into the fun part, which is the Q&A. We’ll do it in two stages I believe. We’re going to take questions first from the room and then we’ll take questions from the people who are the phone. Is that right?

      And if when we’re doing this – and I’ll try and moderate – you just give your name and your company affiliation just so that everyone else knows where the question is coming from. And there’s a microphone. I think Max has got a microphone here roping around, so please do try and use the microphone otherwise it won’t be heard by everyone else. That’s it I think. Ready to go.

      And I think I may just come down and join you there. I just need to go and get my notes. I’m not running away, honestly.

      Question-and-Answer Session

      Q - Werner Riding
      Hi it’s Werner Riding from Peel Hunt. Just a quick question related to production. And it’s, without further investments, how long will your existing well stock be able to maintain production at current levels?

      Jon Ferrier - Chief Executive Officer
      I don’t have John Stafford with me here, so I’m not entirely sure of the answer. But any oil field is a declining asset and will in time decline. But I’m – at the moment it’s producing very happily at 45,000 or so a day and we’re seeing no signs of any depletion/drawdown, whatever. So I don’t know the exact answer, but I would only be guessing.

      Al Stanton - RBC
      It’s Al Stanton at RBC. You’re concerned currently about getting paid, but back of the envelope, you’ve nothing to get paid. Current oil prices, with the $23 discount and $15 knocked off for transportation and OpEx of $6.50 leaves you, effectively, with zero. Now, how can you attack those numbers? Do you expect the discount to disappear when you put the crude in or will somebody who produces a lighter oil, let’s say Taq Taq, be a little bit upset that they should be getting a better price when you should be getting a discount? And then in time I can see the OpEx would come down with volumes, but how quickly can you attack the numbers?

      Jon Ferrier - Chief Executive Officer
      If I just give a brief introduction and then I’ll hand over to Tony on this one. One is that, as I said at the beginning, we’re operating outside of the PSC proper at the moment, so it’s an extraordinary arrangement that we’ve got going anyway. And you can’t strictly relate oil that we’re producing with the monies that are coming in. The government also owe us as I said, over $0.25b in arrears. So this is what – the government acknowledge that they’re in this situation with us and that we need money to keep going.

      Otherwise, I’ll ask Tony to address your question specifically.

      Tony Peart - Legal and Commercial Director
      Sure. On the Dortyol route, it is true we’ve got significant trucking costs. Those costs have actually come down from the last year we were tracking, during the $100 year in 2014, when I think we reported them around $23 for the trucking. So there’s a reduction to $14.5. It’s quite difficult to squeeze that down, but it’s possible that we can do something. But it won’t be very significant because we know what the costs are to truck.

      On the quality discount for Shaikan, we are selling it as direct crude. It’s heavy oil, with all the qualities that we know. So there will be a discount on the market. And whilst there’s been wide acceptance of the crude on the market, again, it’d be quite difficult to attack that discount. But over time, perhaps it will go – clearly, as I’ve mentioned to you, the better route to go is through the pipeline.

      You’ve mentioned that the other producers may have a problem with heavy oil going into their lighter oil stream. This is very typical in international pipelines, and we’re talking about quality banking systems. That doesn’t exist at the moment, but we are sure that in time that’ll prevail or there will be some kind of ad-hoc arrangement whilst we’re through-putting at the moment. We don’t know what that number will be, but we must assume that there will be some element of a discount for the Shaikan element.

      What I can tell you for sure is that so far, since July, it’s working very well. There have been no operational issues with regard to the injection of Shaikan into the crude stream. It’s – we’ve done our studies. We don’t believe there will be significant deterioration in the Kirkuk blend that is sold at Ceyhan. And whether that applies to the API or indeed to the sulfur [ph] or other components of the oil that is sold, we’ll have to watch that over time. But certainly at the moment, nobody’s screaming and complaining to us that Shaikan is causing this pipeline to stop exporting.

      Al Stanton - RBC
      Just one second question. I’ll let somebody else ask about working capital. But in terms of things that you expected [indiscernible] when you arrived, you unfortunately did mention the word stow-up [ph], which I have a bit of a problem with. But what about reserves? When you opened the door and looked in the box, how comfortable are you with the Shaikan reserve numbers?

      Jon Ferrier - Chief Executive Officer
      I’m getting there. It’s been a long time since we had an independent look at the Company’s reserves. The last CPR was, I think, the beginning of last year or so, over 18 months ago. So I was certainly interested in the quality of the foundation of the Company, if you like the asset.

      And given that we’ve produced 10 million barrels since then, well, a year and a half of production history, it seemed to me decent – good business practice to commission a CPR, which is mentioned in today’s report. That’s underway. We hopefully will be able to be out with the news on that in two to three weeks from now.

      So that was my step towards making sure that the foundation of the business was solid, and I have nothing to believe otherwise at the moment. Those were the reasons I joined the Company, was the asset and the people. Thanks, Al.

      James Hawley - Barclays
      Hi. It’s James Hawley from Barclays. Just a question on the Akri-Bijeel liabilities you mention. So if we take it that you’re effectively looking for an orderly exit of the asset, what is the likelihood of your confidence that you’ll be able to walk away from that without paying any of the $28 million that’s mentioned in – I think you’re in dispute with MOL.

      Jon Ferrier - Chief Executive Officer
      Tony’s my Akri-Bijeel expert, so I’ll hand over to you.

      Tony Peart - Legal and Commercial Director
      Look, we’ve mentioned to the market that we wish to exit this project. Our operator, our partner is well aware of that. This is a matter of how we resolve that with our operator and with our partner. It is still our intention to exit this project at some point. The M&A has been difficult, has been mentioned by my colleagues. But we’re still continuing that process.

      James Hawley - Barclays
      And in terms of you likelihood you won’t have to pay any of that money?

      Tony Peart - Legal and Commercial Director
      I’m sorry?

      James Hawley - Barclays
      Will you have to pay any of that $28 million?

      Tony Peart - Legal and Commercial Director
      We don’t believe so.

      James Hawley - Barclays
      Thank you.

      Robin Howarth - Stifel
      It’s Robin Howarth from Stifel. Just a question relating to the PSC. You said that you’re operating outside the framework of the PSC at the moment. Is there any formula to derive the payments amount in the split or is it a much more ad-hoc basis than that at the moment, relating to the payment that was announced this morning?

      Jon Ferrier - Chief Executive Officer
      Tony, again, do you want to do?

      Tony Peart - Legal and Commercial Director
      Yes. Look, it’s been difficult. And I think what you can see is that there’s this ad-hoc mechanism for splitting it, but there will have to be a reconciliation at some point and there’s going to have to be a true-up of these numbers at some point. So we are carrying these costs currently. I think we also report that there is a slight difference, small over-lift. But all of that will be – have to be thrown into the pot at some point when we have this great show.

      Jon Ferrier - Chief Executive Officer
      We’re in the same position as the other exporters, exactly the same position, with the same kind of challenges and reconciliation coming up, and magnitudes.

      Sami Zouari - Chief Financial Officer
      So just to be very precise on that, our assessment and calculations with respect to arrears and due revenues are of course done as per the PSC recovery mechanism. And what Jon meant is that these side agreements whereby, for example, on the local sales, whereby we allocate fifty-fifty to the Company and to the MNR, is outside of the PSC terms and hence the necessity of going for a reconciliation at a later stage.

      Again, no different from our peers. There’s going to be some work to be done at a later stage with the MNR, but we feel confident that whatever we present to the public with respect to our arrears and our calculation, we’re fairly confident that we are announcing something that is very close to the reality, which is itself in line with the PSC.

      Jon Ferrier - Chief Executive Officer
      Do you have a question online or on the phone?

      Operator

      [Operator Instructions] Your next question comes from the line of Charlie Sharp from Canaccord. Please go ahead with your question.

      Charlie Sharp - Canaccord
      Yes. Good morning, gentlemen. If I may, could I re-ask the question which Al Stanton asked? Unfortunately, Tony’s answer sounded as though it was coming from the far side of Pluto on the telephone line. So apologies that I didn’t get the answer properly, because I just wanted to be clear about the Shaikan quality discount for the transportation cost going forward. Did you expect those to be maintained at $23 and $14.5 a barrel flat, regardless of the oil price, or do you see some shrinkage in those discount costs in this much lower oil price environment in the second half compared to the first half?

      Tony Peart - Legal and Commercial Director
      I’ll come closer to the phone, Charlie. Look, we have a contract with our offtaker which specifies these discounts for quality and for transportation. Obviously at these low oil prices we have been in a constant dialogue with them to see if we can improve that. We know what these transportation costs are. And so there’s – there is perhaps some room to maneuver, but not material given that last year we were paying something like $23 to truck to Dortyol. So they have come down.

      On the quality side, there has been wide acceptance of Shaikan on the market. So we have a view as to what the quality discount should be for 17 API crude like Shaikan. Again, there is some room to perhaps negotiate, and hopefully that discount may improve. But it’s – for the time being we think it’s going to be around that sort of figure. Does that answer your question?

      Charlie Sharp - Canaccord
      Yes. That’s great. Thank you. And could you just also quickly remind me, I think you made a payment, similar to the one that they’re planning to make in September, towards the backend of last year. Can you remember what the split was between the Company, what percentage you had of that payment?

      Tony Peart - Legal and Commercial Director
      Yes. I remember it well. It was the payment that was made on December 1, $75 million. We received $15 million and Genel and DNO received $30 million each.

      Charlie Sharp - Canaccord
      That’s great. Thank you.

      Tony Peart - Legal and Commercial Director
      Okay.

      Operator

      Thank you. We currently have no further questions in the queue. [Operator Instructions]

      Jon Ferrier - Chief Executive Officer
      Or any questions from the room here.

      Operator

      And we have no further questions coming through at this time from the telephone line, so I’ll hand back to you.

      Jon Ferrier - Chief Executive Officer
      Okay. Well, thank you very much.

      Tony Peart - Legal and Commercial Director
      Thank you.

      Jon Ferrier - Chief Executive Officer
      It’s been nice to meet you all. See you again sometime. Thank you.

      Operator

      Thank you, ladies and gentlemen.

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      schrieb am 29.09.15 20:42:46
      Beitrag Nr. 994 ()
      Antwort auf Beitrag Nr.: 50.520.558 von texas2 am 30.08.15 20:42:53The Future of Kurdistan’s Oil Sector

      HADI FATHALLAH The Kurdish Regional Government is facing immense financial challenges, but its worsening reputation in doing business is severely damaging to the future of the country’s energy industry. Tuesday, September 29, 2015 عربي Comments (+)
      The future of the fledgling oil and gas sector in the Kurdish Region Government (KRG) is in jeopardy as it struggles with payment delays and ongoing international oil and gas companies’ arbitration cases against it. The KRG is risking losing its reputation for being more business friendly than its neighbors.

      International investors and companies fled Kurdistan for several months after the Islamic State took Mosul in June 2014, and to overcome the financial impact of this the KRG turned to Baghdad to mend their differences over export rights to Kurdistan’s oil, hoping to generate more income. The KRG maintains that it has exclusive authority under Article 112 and Article 115 of the Iraqi Federal Constitution “to manage oil and gas in the Kurdistan Region extracted from fields that were not in production in 2005”—almost all the fields in production today. But according to Baghdad, the Iraqi state oil marketing organization (SOMO) is the only agency entitled to sell crude oil internationally. After six months of negotiations, Iraq’s 2015 Federal Budget Law holds the KRG to export a minimum of 250,000 barrels per day of crude oil through SOMO (though it remains unclear whether the KRG retains the right to export excess production). In return, the Iraqi government transfers 17 percent of the national budget to the KRG per month. In the past, this 17 percent accounted for roughly 95 percent of KRG revenue.

      However, neither side has fully complied with the agreement. The KRG did not deliver the agreed amount of oil to SOMO between January and March—expecting to make up for the production later in the year but demanding full payment from Baghdad in advance. SOMO has also not been transparent regarding the total crude oil delivered and sold in Iraq, which varies per month and affects the KRG’s proportional monthly budget. In May 2015, for instance, the KRG received only 508 billion Iraqi dinars ($450 million), half the 17 percent Baghdad owed it. The same goes for other provinces: Baghdad owed an estimated $320 million to Kirkuk for January–May 2015 and $750 million for 2014, leading the Kirkuk Provincial Council to market its oil through the KRG instead. This led the KRG to resume selling most of its oil independently. In June, Kurdistan sold around 12 million barrels of oil through the Turkish port of Ceyhan, of which only 5 million was allocated to SOMO, a major blow to SOMO’s credibility and Iraq’s standing as a crude oil exporter.

      While no relief is expected from the Baghdad, the war with the Islamic State and the continuing decline in global oil prices have added to the KRG’s financial burdens. The presence of more than 875,000 Iraqi internally displaced persons (IDPs) and another 240,000 Syrian refugees in the Kurdish provinces of Dohuk, Erbil, and Sulaimaniya has increased local demand for power, water, education, food, and health services. In this precarious economic situation, Kurdistan needs more than Baghdad’s 17 percent to stay afloat. It needs more than $8 billion per year just to pay local salaries, to say nothing of the cost of war against the Islamic State, remuneration for oil and gas exploration activities, and public spending on development. Furthermore, the export pipeline to Ceyhan—the government’s only economic lifeline—is increasingly going offline due to sabotage by the Kurdistan Workers’ Party (PKK).

      This shortfall has particularly impacted the KRG’s ability to pay oil companies for their share of production. Kurdish production sharing agreements have a standard royalty of 10 percent of the total oil produced and offer up to 40 percent of oil produced to some contractors for cost recover
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      schrieb am 05.10.15 22:24:21
      Beitrag Nr. 995 ()
      Antwort auf Beitrag Nr.: 50.737.749 von texas2 am 29.09.15 20:42:46http://www.gulfkeystone.com/media/92461/erce_gkp_cpr_2015-09…
      Avatar
      schrieb am 05.10.15 22:27:45
      Beitrag Nr. 996 ()
      4 Antworten
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      schrieb am 09.10.15 07:02:58
      Beitrag Nr. 997 ()
      Antwort auf Beitrag Nr.: 50.781.147 von texas2 am 05.10.15 22:27:45Die Russen: verletzen türkischen Luftraum, lassen Raketen in den Iran abstürzen, unterstützen den syrischen Assad und verlieren einen wichtigen Rohölkunden in Ungarn durch kurdisches Öl

      Hungary imports oil from Iraq's Kurdistan at expense of Russian crude - sources
      Reuters Middle EastReuters Middle East – 19 minutes ago

      * Hungary boosts Kurdistan crude imports - trading sources
      * Oil group MOL stepping up wider seaborne oil imports
      * Sign MidEast producers may be gaining ground in global battle
      By Gleb Gorodyankin

      MOSCOW, Oct 7 (Reuters) - Hungary has increased oil imports from Iraq's Kurdistan region at the expense of Russian crude in a sign that Middle East producers could be gaining ground in a battle with Moscow for global market share, according to trading sources.

      This would also be the first confirmation of large Kurdish oil shipments to Europe as autonomous Kurdistan is locked in a standoff with Baghdad over lucrative exports and faces repeated sabotage of the pipeline carrying crude to Turkey's Ceyhan port.

      Hungarian oil group MOL receives the bulk of its oil imports from Russia. But it has stepped up imports of oil from Kurdistan since the summer, the sources told Reuters without giving specific volumes, part of a wider increase in seaborne crude purchases for the country's main refinery, Szazhalombatta.

      "These are serious volumes, almost 40 percent of Szazhalombatta's needs," a trader said of total seaborne imports.

      The sources said this would inevitably involve a reduction in imports of Russia's Urals blend, which come via the Druzhba pipeline.

      MOL declined to say if it was buying blends from Kurdistan. It confirmed, however, that it was increasing purchases of blends other than Urals, but added that Urals would remain the main blend for its refineries.

      The firm said it planned to ship in 12-18 cargoes of oil from sea this year, up from eight in 2014 and three in 2013.

      Global oil prices have more than halved since June last year. Top exporter Saudi Arabia has refused to cut production as it guards market share, saying higher-cost oil producers would ultimately reduce output and help the market to rebalance

      But U.S. oil output has proved more resilient than expected and Russia has continued to increase production in the past few months, further worsening the global glut. And Iraqi production has been also growing, both in the north and south.

      DISPLACEMENT
      A displacement of Russian volumes from Hungary - Russia's fourth-biggest oil export market, accounting for about a tenth of its pipeline oil exports to Europe - could illustrate how the supply glut is reshaping the global market.

      Urals supplies to Hungary declined in January-August to 3.25 million tonnes from 3.7 million tonnes in the same period a year earlier.

      Kurdistan ramped up independent oil exports in June, saying it had no other choice but to sell oil itself after Baghdad failed to allocate money to the region from its budget.

      Baghdad has repeatedly described independent Kurdish sales as illegal and explained low budget allocations by saying Arbil was not transferring enough oil to state energy firm Somo.
      Oil exports from northern Iraq rose in September to an average of 600,463 barrels per day (bpd), up by around 127,000 bpd from August, according to the Kurdistan region's ministry of natural resources.

      The destinations of those exports have so far been unclear, since little information has been disclosed given Somo's repeated threat to take Kurdish oil buyers to court.
      The trading sources also said that MOL had been using the JANAF utilised oil pipeline to bring in Kurdish imports from the Croatian port of Omisalj, displacing Urals in a conduit used to take the Russian blend from Hungary to Bosnia and Herzegovina.

      "They get one to two cargoes a month. The pipeline from Croatia to the refinery is filled completely with Kirkuk," one trader said.
      3 Antworten
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      schrieb am 09.10.15 10:04:46
      Beitrag Nr. 998 ()
      Antwort auf Beitrag Nr.: 50.808.870 von texas2 am 09.10.15 07:02:58Die Russen: verletzen türkischen Luftraum, lassen Raketen in den Iran abstürzen, unterstützen den syrischen Assad und verlieren einen wichtigen Rohölkunden in Ungarn durch kurdisches Öl


      1.Die Russen: verletzen türkischen Luftraum,: ...dafür hat sich Russland entschuldigt.

      2.lassen Raketen in den Iran abstürzen, :...dafür gibt es keinerlei Beweise. Die Iranische Regierung kann dies nicht bestätigen.

      3.unterstützen den syrischen Assad: ...auch dies stimmt so nicht. Russland unterstützt die Syrische Regierung, welche legitim aus Wahlen hervorgegangen ist.

      4.und verlieren einen wichtigen Rohölkunden in Ungarn durch kurdisches Öl : ...jedes Land, auch Ungarn kann frei wählen, woher sie ihre Rohstoffe beziehen. Und da MOL an GKP beteiligt ist, ist dies mehr wie nachvollziehbar.

      Mit freundlichen Grüssen
      Seefelder
      2 Antworten
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      schrieb am 30.11.15 21:22:14
      Beitrag Nr. 999 ()
      Antwort auf Beitrag Nr.: 50.810.184 von Seefelder am 09.10.15 10:04:46.. und jetzt wird auch noch von den Türken ein russisches Kampfflugzeug abgeschossen, ohne dass sich die Türken bis jetzt entschuldigen wollen.

      Iraqi Kurdistan Regional Government KRGHEWLÊR-Erbil, Kurdistan region ‘Iraq’,— Iraq’s Kurdistan Regional Government (KRG) announced Sunday that investment companies are free to cancel their contracts with the government due to the economic crisis in the Kurdish region.

      The KRG’s Council of Ministers made the decision allowing companies to cancel contracts and projects relating to budget investment, provincial developments, petrodollars or any other projects connected to the budget.

      The decision was made “to assist companies and contractors which cannot continue or complete their projects that the government gave them due to the economic crisis in the Kurdistan Region,” the council said.

      According to the decision, companies can end their government contracts after approval by ministers or the heads of government institutions.

      The KRG’s economic issues began early in 2014 when then-Prime Minister Nouri al-Maliki stopped budget payments to Erbil over its attempts to sell its oil independent from Baghdad.

      The subsequent war against militants in northern Iraq and an influx of over 1.8 million displaced Iraqis and Syrian refugees added to the region’s economic troubles.

      The council added that it would give authority to the ministries, provinces and institutions to extend project timelines for those projects that cannot be completed due to the economic crisis.

      The KRG is still three months behind on payments and blames the ongoing financial crisis due to global oil prices, a dispute with Baghdad over its share of the federal budget as well as the number of refugees and displaced Iraqis in the region.

      Kurdish officials say they simply do not have enough money to pay salaries including for Peshmerga on the frontlines in the war against the Islamic State (IS).
      1 Antwort
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      schrieb am 30.11.15 23:56:06
      Beitrag Nr. 1.000 ()
      Antwort auf Beitrag Nr.: 51.208.383 von texas2 am 30.11.15 21:22:14Zahlungsverzögerungen wieder mal :cry:

      http://seekingalpha.com/news/2954956-gulf-keystone-declines-…
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