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Editor's notes: GKP.L has a strong track record, exposure to oncoming pipelines, and a cheap valuation compared to recent deals. 30-50% upside as several catalysts play out.

Investment Highlights

Investment Summary

Gulf Keystone Petroleum Limited (OTCPK:GUKYF) is an independent exploration and production company with an appraisal and production portfolio in the Kurdistan Region of Iraq. A market capitalization of $2.8 billion is surprisingly low for a company, which has a 75% working interest in the largest block (Shaikan oil fields) in Kurdistan. The Shaikan oil field has 30% of 45 billion barrels of discovered resources in Kurdistan and is also among the largest independent onshore development in the world. This research gives an overview of the company's operations, investigates the reasons for current valuation and discusses the triggers for a potential 50% upside over the next few years.

Company And Asset Overview...

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