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Added to YB: 2026-05-21

Pitch date: 2026-05-18

GKP.L [bullish]

Gulf Keystone Petroleum Limited

-0.52%

current return

Author Info

Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.

Company Info

Gulf Keystone Petroleum Limited, together with its subsidiaries, explores, evaluates, develops, and produces oil and gas in the Kurdistan Region of Iraq.

Market Cap

GBP 555.1M

Pitch Price

GBP 1.91

Price Target

N/A

Dividend

N/A

EV/EBITDA

5.39

P/E

38.22

EV/Sales

2.48

Sector

Oil, Gas and Consumable Fuels

Category

value

Show full summary:
Stock Trade Compilation Episode Siete - Gulf Keystone Petroleum Limited

GKP.L: Kurdistan producer resuming exports after 2yr Iraq-Turkey pipeline shutdown; 2026 production guided ~40k bopd with drilling restart contingent on stable payments. Field currently shut in due to Iran crisis but peers resumed production. Shaikan field has large resource base, low lifting costs. Trades at wide discount to NAV vs normalized export pricing. Mgmt survived Kurdistan payment chaos, resumed meaningful dividends when payments flowed.

Read full article (1 min)