Malcolm Graham-Wood, founder of HydroCarbon Capital, says that what is happening in Iraq at the moment may be seen as disruptive, but when the dust settles it may bring a new wave of confidence to companies operating in Kurdistan. To this end Malcolm talks about the advantage for Gulf Keystone Petroleum (LON:GKP) which, he says has the potential to see a more than 300% rise in value and Genel Energy (LON:GENL) a near doubling to £18 a share, when the region calms down.