Member Info for Badgernator

Why wait Hoddy? If you think we’re going down more sell now. You’re average is irrelevant,

I think it should be appreciated that the oil we are selling is not the only factor, the assets Caspian have are now much more valuable. I how much is bng worth?? The world will soon get used to $100+ oil.

Thanks for sharing Kk. That’s reassuring, and it’s worth highlighting the fact that Kaz is a totally independent nation. There will be effects because of the close ties and proximity but, the world needs oil and the disruption will be more than counter balanced by the rise in oil. Do we think they will do a comprehensive update with the sign off of the debt for equity?

Un make us laugh what does your spreadsheet say we should be at with oil at $120?

How can we be sub 5p. It’s actually worrying me, is there something we don’t know?

As someone who is planning on holding Lloyd’s for the long term I’m in the interesting position that I’m more than happy for the sp to languish and go lower so the buyback gets more shares. Not often you want your own shares down!

Quick poll, is anybody going to let Ukraine influence their holiday travel? I definitely won’t I’m one of the millions counting the days to go away in the summer.

How much of an impact does Ukraine actually have on RR?

Negatives:
Aeroflot banned.
Titanium harder to source.

Positives:
Increase in defense spending,
Increase in interest of being energy self sufficient, SMR more favourably viewed.
I don’t see how it effects airlines in general so I’d say that’s neutral.
IMO the positives out weigh the negatives, this is a prime example of the market throwing the baby out with the bath water. Which is why I’ve been buying. Good long term investment at bargain prices. Can anyone realistically see us below this sp next year?

Absolute power corrupts absolutely. Invading Ukraine was patently a bad idea. Discontent with his leadership will grow with each bad decision he makes and the consequences they entail.
I don’t think nuclear is on the table, it’s all well and good sitting safe behind a desk playing war. Knowing your going to die if you press the button is another kettle of fish. Let’s just hope he’s not suicidally crazy. Casp would be the least of our problems. Which is why I’m hovering over the buy button.

I’m not saying we’re immune to bad news but Kuat would not be converting his loan if he had any doubts.

I emailed Clive about whether the debt conversion would prohibit operational news, he’s relied that it doesn’t.

I just hope todays just a bit of consolidation, rather than the beginning of a drift down. Another positive update on A8 sooner rather than later please

We are still half what we were pre Covid. Oil higher than it was then, more output, more licences, A8 flowing. Getting back to double figures should be just the beginning.

I think that depends on Ukraine. This is just a formality really, It’s old news. Why we really want is an A8 update.

Tav we’re all greedy, just these people are driving the bus and know where it’s going. It’s the main reason I’m so heavy in here they are very well incentivized for Casp to do well.

This was all agreed months ago when the sp was below 3.2 and oil was much lower. I won’t bother voting because it’s going through but I would vote in favour.
When we agreed to buy mcboaty the sp was much lower than th 12p per share by the time the deal completed and Kuat didn’t change the deal. Swings and roundabouts.

I’m glad they’re getting on with this. Debt free with dividends. If oil stays in its current range they could be substantial.

Putin should offer a deal to NATO. ‘ we can put missiles in Cuba and Ukraine can join Nato?’ I don’t see how the Americans could refuse without highlighting the hypocrisy.

Cc how about sharing what you know?

Denny imo Covid has left many with undiagnosed illness, these will all need treating and because of the delays will cost more. I think drug companies across the board will benefit.