Member Info for KumKuat

TBB,
You're a shareholder regardless of what stock you own. You'll need to ask your Broker to give you proof of your shareholding and take some ID with you. Some Brokers have been trying to charge so if you trade online, you can print out evidence of your stock holding and send it off to the company.

Et al, MMs are having a larf, nicking 4-6% on all trades, shocking behaviour. Spread was as large as .32p, now that's disgraceful.

Re Fy accounts, i was hoping we'd see them mid month so probably Wed/Thurs this week or next week. May can an update on another shallow as CC comms before AGM and i'm really looking forward to seeing the new Investor Presentation as that will tell us what we need to know.

SP getting silly but market taking a beating and creating a few headwinds BUT not for long :)

I don't believe we'll be that lucky unfortunately. Don't see it at these levels for much longer and wouldn't surprise me to see it finish above 5 today and have a go at 6p this week.

After an active weekend of Casper chatter, the trading has dried up. Lot of selling on Thursday/Friday so i suspect hot money making it's exit read for next top list target, probably Scirocco Energy maybe.

Mike, if it crashed back to early 4ps, there's only one thing to do .You only need a little more to get to that round number ;)

FY accounts will show a huge improvement over 2020 and the messaging will be production up, revenue up, profitability up. Only produced 1250 bopd in H1 2021 and oil prices averaging $55 for the period whereas H2 saw the benefit of extra production from 154/153 in Q4 and oil prices at $80. They only produced 228k barrels in H1 21, that's 1250bopd v 4000, x3+ increase and oil increased to current levels.

2019/2020 turnover, $12.m and $14.3m and compare that to our current position and share price, it really is a joke.

Somm, I think you’re going to be pleasantly surprised when you see net-backs being achieved and that number improving if KEBCO having an impact. I’m sure oil traders want to sell Kaz oil for top dollar.

FY accounts will give us an idea of costs in H2, the interims below can be used as a comparison. Only deep costs were the A8 drill to the Devonian and 2 shallows in H2 .

https://polaris.brighterir.com/public/caspian_sunrise/news/rns/story/wkldd1x

PV1,

Your first post was far more realistic re Divi and yep, dril, drill, drill. The first divi to be ‘meaningful’ , that doesn’t give us any indication but maybe they make a statement with the first payment.

The Investor Presentation will position the strategy and operational plan so we’re going to see how active they’re going to be v a cash extraction exercise. Not long to wait.

Yep, that’s a different story :)

You on the pop CC ?

IPO @ 38p and yep rise to 75p pre end of the world crash in 2008.

Divis ? I’d love to see your 3p but as you know, that’s total nonsense as it would take $85m to pay it …,lol . If they got the production up to 6 or 7k by year end and crude stayed at this level then yep, maybe higher Divis in 23/24 but no way is that happening now. 1p for the next year would be great to see, if it’s more, I’ll take my hat off to you as that would be a miracle BUT very happy to be proved wrong,

You going to the AGM ?

Revoy,

I don’t believe they’ll have that cash by June . I’d say 15m max but a question to ask Caspian at the AGM.

The barge value, could be anything but I’d be happy to see $100m.

5000bopd, that’s achievable in short order. How many wells drilled by year end ? 6 maybe so I’d be expecting 7-8000bopd and 802 us probably a 1500-2000bopd producer.

In summary, you’re going to make a few quid ;)

Wasn’t the KEBCO that made the sp jump, it was 142 and the huge transformation to the financials alongside Crude at $120+. Yep, the KEBCO will up revenues further as will a highly active drill campaign.

Much that I wasn’t pro Divi, I don’t mind getting one as long as it doesn’t prejudice a really active drillling campaign. Looks like we’re going to benefit from both and the sp will appreciate as a result. Large funds can’t invest in Casper but small ones can especially if there are attractive Divi payments. Very happy to be proved wrong re magnitude of first divi but as stated, if it’s paid in Sep, they’ll have the cash to make a statement following a positive Investor Presentation.

If Divis announced in July and first paid in Sept say, then I’d agree that they could make a real statement with the first divi. I don’t believe they built a huge cash balance at 31/12 but we’ll soon find out. This year is a different story and 3 months of 4K bopd or more up to Divi payment, who knows it may be bigger than many think apart from Coffee. Much that I’d be happy with 0.15p and building, they will have the cash to pay more and maybe as much as 0.25p.

Raving buy from me and I must be chasing for top spot.

Un, it’s beautiful especially if you’re blessed with the weather and maybe a little early for the little biters. I played a lot of golf in the Highlands and unfortunately waterproofs needed on most occasions.

DM, that diving malarkey certainly doesn’t float my boat. Welsh friends, you need to mix with the proper Welshies like me, south of the border ;). Gorgeous scenery but don’t by a house up there !

Had to be a load of selling and 5.5p has proved to be a hard nut to crack, 3 or 4 goes in last 3 years but as we know, story is different now. Could it retrace to 4ps ? Yep and I’ll be loading up the Divi pot if it did but it’ll bounce . Those who flogged at the top are shrewd as they have options to average down or invest profits elsewhere but this has a long way to go sided by developments over the next few weeks.

Seems nobody going to the AGM. I’m trying to change a few things to attend but if not, I know 3 or 4 people going so I’ll get a real handle on proceedings.

Double figures by end of Q3 ? highly possible with an active shallow campaign, 802 result in the background and a second Divi to look forward to in Q4.

Tick, tock.

Un,

Hope you didn’t have the typical Scottish weather. £300 to travel 500miles, what were you driving !!

I believe they’re late reported fro yesterday, MMS messin about . Totals don’t add up and we’d be up if they were buys today.

DM, Gwynedd or the Black Mountains ?

Helps if you add a link.

https://astanatimes.com/category/business/

Always good to keep informed on the daily biz developments in Kaz. Tokayev is implementing his strategy and they are continuing to build their relationships with the east and west whilst managing the politics with it's larger northern neighbour. Been lots of foreign investment, good to see the IMF article. Also read an article yesterday where China was trying to dictate policy re not getting involved in the geopolitical tensions. Much that Kaz are doing that, it just shows the dictatorial presence of the larger southern neighbour and their self serving interests.

Meanwhile, Caspian are pushing ahead and taking advantage of the extreme oil prices which are probably set to continue especially with Opec+ missing their supply quotas. Need to make some money as the company and personal fuel bills are eye watering !!

DM, less trips to the Surrey Hills ;)

Un, yep , important to mention the $35-40 hike in crude since the Broker note in Feb. We should be in double figures now and dactoring in some bue sky from the other assets. Maybe a success @ 802 puts us on the radar re multi-bagging future. Hopefully the IP really lays out the strategy going forward and how they are going to change their fortunes on the deeps.

All going the right way and if it shakes back into the 4s, buy some more :)

Revoy, I understood your post. No value for anything bar the shallows and they are valued @ 8p by WHI but we'll need to do another CPR soon, maybe after SY new structure drilled as there cold be some more reserves there. There is zip value in for NYelemes or A block deeps, the 3AB licence or the Caspian Explorer.

Undervalued, under priced and the market is slowly working it out. Hopefully the IP pitch, divi and PR opens a few more eyes, in the interim, keep buying :)

Company have stated that they needed c$30 was breakeven but that's putting a halt to operations. I believe they advised that $50 was the number with the operational schedule continuing. 21 FY accounts will make interesting reading.

LK,

You'll make profit from that average price. We have sellers and that could be the hot money and the TA boys. You'll have stale bulls exiting but you'll probably have those who are banking profits from purchases made at the lows. Those who sold at 5.5p ish the other day also have the opportunity to reload and average down. Lots of scenarios but i'm just focussing on fundamentals and now the divi payment as it's happening. Very relaxed re the current position and compared to March , the onset of Covid and running on fumes to now !! The penny is droppiong but nothing wrong with forming that little handle on that cuppa. Patience as always but loads of upside to come.