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Gulf Keystone Petroleum
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Gulf Keystone Petroleum Community
LSE:GKP Community
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Gulf Keystone Petroleum
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Gulf Keystone Petroleum
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Restarted Kurdistan Exports Will Feed Sustained Global Energy Demand
Key Takeaways Swift production ramp-up and improved payment cycles could drive exceptional revenue growth, increased free cash flow, and higher shareholder distributions. Low-cost production, strong reserve base, and strategic position in a tightening market make the company attractive for partnerships, sector rerating, and sustained margin outperformance.
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UK£2.47
FV
28.9% undervalued
intrinsic discount
27.20%
Revenue growth p.a.
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8 days ago
author updated this narrative
Gulf Keystone Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Water Facilities And Pipeline Exports Will Unlock Oil Production
Key Takeaways New water handling facilities and operational improvements are set to boost production, revenues, margins, and resilience amid strong energy demand and global supply uncertainties. Strong reserves, disciplined capital allocation, and potential export market access support long-term growth and sustained shareholder returns despite regional market challenges.
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UK£2.03
FV
13.5% undervalued
intrinsic discount
24.91%
Revenue growth p.a.
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0
users have liked this narrative
1
users have commented on this narrative
13
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14 days ago
author updated this narrative
Gulf Keystone Petroleum
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Extraction Costs And Kurdistan Instability Will Pressure Oil Margins
Key Takeaways Industry transition to renewables and stricter ESG requirements threaten long-term revenue growth, capital access, and overall profitability. Regional instability, payment delays, and rising extraction costs heighten risks to cash flow, margins, and future earnings capacity.
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UK£1.5
FV
17.0% overvalued
intrinsic discount
19.55%
Revenue growth p.a.
Set Fair Value
0
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15 days ago
author updated this narrative