• Gulf Keystone – post new Shaikan sales agreement commentary

    January 21, 2018 | Posted by

    Post news last week on the new Shaikan sales agreement, the market seems slowly and begrudgingly to be accepting the continued rehabilitation of Gulf Keystone Petroleum and the transformation thereof of the company’s cash flow profile. Looking at the RNS last week of the renegotiated crude oil sales agreement we believe the market continues however, […]

  • Align Research’s Top 10 Conviction Picks for 2018

    December 26, 2017 | Posted by

    Well, it’s that time of year again where we look ahead to the new calendar year and place our “cooking” and conviction picks at Align on show for 2018. Last year’s picks are HERE and we are pleased to relay we had some real winners. ZIOC was the stand out performer – rising from 6.5p […]

  • 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 […]

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