111notout

#gkp #gkptakeover Baghdad probably an awful lot more motivated to get Kurdistan exports restarted.

#gkp #gkptakeover basnews.com/en/babat/912957

#gkp #gkptakeover

Iraqi Prime Minister Ali al-Zaidi has ordered the urgent resumption of oil exports through the Kurdistan Region, describing the move as a strategic step to secure state revenues and establish alternative export routes amid growing regional instability. basnews.com/en/babat/912888

#gkp #gkptakeover $SNM debut on Oslo exchange June 5 and change co domicile to Bermuda May 26. Neighbours in Kurdistan + directors in common + on same exchange + both Bermuda reg. Obviously all an unrelated coincidence😂( been long since planned) 😉 FILL YER BOOTS

#gkp #gkptakeover DEC 25 "Looking ahead to 2026, We are excited about a potentially transformational year for the Company and remain focused on EXECUTING for our shareholders.” They have known a deal in progress >2 yrs Expect deal RNS prob also involving $SNM + 2-3 months

#gkp #gkptakeover Every year @Gulf_Keystone (without exception) includes top 10 shareholders plus a Directors declaration that they don’t know of any shareholders >5% outside that list 2026 , no list , no declaration. Takeover imminent.

#gkp #gkptakeover The off book algo's working away whilst @Gulf_Keystone continues to take the piss out of outsider investors.

@Treeshool @CommodMkt #gkp

@CommodMkt The most asymmetric trade in modern financial markets is to buy oil when it’s up 100% YTD?

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

#gkp #gkptakeover @Gulf_Keystone took dual list to increase liquidity 🫢 5,224 shares per day 🤓 They have gone to Oslo with next door neighbours SHAMARAN to get wed!

#gkp #gkptakeover @Gulf_Keystone fiancee getting all prepped for the wedding mma.prnewswire.com/media/2976178/…

#gkp #gkptakeover All for one , one for all!

#gkp #gkptakeover IOC margins Q1 82% higher at international pricing👌💵🥊 Gross margin on oil sales Q1 2026 was $22.7 million (82% higher than the $12.5 million in Q1 2025) mainly due to Q1 2026 pipeline export sales at international pricing and lower costs due to the shut‑in;

#gkp #gkptakeover @Gulf_Keystone fiancé “IOCs expect full PSC entitlement payment when the review is completed.” By June 30 👌💵

#gkp #gkptakeover @Gulf_Keystone drive to increase trading liquidity on Oslo exchange dual list plumbed new depths yesterday. 20 shares traded all day …. 😉😂 When are we getting married?

#gkptakeover #gkp 😉

#gkp #gkptakeover Today as @Gulf_Keystone dual list intention to increase liquidity ….😉 47 trading days later today 128 shares were traded in Oslo, thought this must be new low but no , 9 April 125 traded🫢 When does our fiancée,sorry $SNM list ?

#gkptakeover #gkp BANG GONE

@AimHardy @RKelanic @defpriorities I guess you dont understand 44% paraffin levels for Iran wells, what impact that has,when shut in. Treasury Secretary Bessant when explaining financial pressure being applied by the US , described Iran wells , as quote ‘fragile’.I’ve just told you why. Better pressure than bombs

If the U.S. blockade severs all Iranian oil exports, Iran would lose ~$45 billion in annual revenue, or roughly 10% of its GDP. Ukraine has lost 20% of its GDP in the war with Russia — and it’s still fighting. @defpriorities