• Gulf Keystone Petroleum & Genel Energy Update – increasing price targets

    August 28, 2017 | Posted by

    By Richard Jennings Genel Energy – new SOTP of 231p per share News last week out of Genel Energy was a welcome shot in the arm for bulls of the stock. The three way deal between the KRG (Kurdistan Regional Government), DNO of Norway and Genel in relation to the outstanding historic receivables and future […]

  • Kurdistan Oilers Flash Buy Recommendations – GKP & GENL

    April 3, 2017 | Posted by

    By Richard Jennings, CFA In a new addition to Align Research’s stable of covered company offerings we are to introduce “flash recommendations” in relation to those companies where we do not have a contractual research relationship but where we still have material conviction in their investment case. Coverage of these companies will be in the […]

  • Align Research Top 10 Conviction Picks for 2017

    December 28, 2016 | Posted by

    By Richard Jennings, CFA As another year turns (and we are all, sadly, that bit older!) and we close out our inaugural 12 months here at Align Research we lay out for our readers and subscribers our Top 10 Conviction picks for 2017. At the start of 2016 we were one of the very few […]

  • “New” Gulf Keystone Petroleum – The resurrection commences. See through value of 2p per share

    November 11, 2016 | Posted by

    By Mark Parfitt and Richard Jennings CFA It is probably be fair to say that the situation at Gulf Keystone Petroleum Limited (GKP) still remains in a state of flux with investor sentiment being driven principally by raw emotion rather than hard facts as qualified comments remain thin on the ground while brokers and analysts […]

  • GENEL ENERGY – A second chomp at the bit

    July 28, 2016 | Posted by

    By Richard Jennings, CFA I was very surprised to see the stock price of Genel rewind from the 150p level at which they were trading only mere weeks ago to the lows of 85p this afternoon (28th July) – that is knocking on for a 50% decline in a very short space of time. Try […]