Member Info for KumKuat

All buys bar one then. I still can’t believe you can buy down here ? Heyho, gl to all of us :)

Halibut, doing better than me with market prices. Do all trades are buys and market is offered ? obviously a seller still offloading but volume is tiny.

Yep, let’s hope that we soon break out of this range. Actually not hope, it’s almost a given based on current fundamentals, just hit to get the word out.

One day Rodders, next Tuesday would be good :)

DM, yep, Ukraine kicking off will send Crude north and will put huge pressure on energy prices across the world, more unrest and our Casper won’t benefit unfortunately, not until they ramp up production.

CC, under promise and over deliver, yep, let’s hope that’s the new style of communication and a welcome change from the historic miscommunication . Some detail would be good a la PANR update. Pressure, quality of oil, bottom hole and reservoir pressure etc.

We don’t know what’s going on operationally on the shallows and new deeps. 802 was meant to be spudded in Dec, A7 in Jan/Feb and both results likely in H1. 142 and 152 on MJF and maybe a first horizontal at SY. All we know is that A8 is in progress and hopefully they’re slowly cleaning it up and improving flow rates. The barge ? 3AB ? we’re in the dark until we get a detailed update.

One thing is for sure, they are building cash reserves and that is not recognised by the market or reflected in the sp. The PIs invested or trading this recognise this but there aren’t enough players, YET.

We make significant money on this stock providing there’s nothing sinister going on but that’s part of the risk profile of investing in the Eastern bloc.

Also todays trading ? Tiny volume as usual but the 3.74 trades must be sells as the bid is really week and next tick is down. Interactive spread is 3.7-3.77 so somebody able to do better as the mid range trades are obviously sells.

Patient as ever, bored too !!

Yep, the Panners have done well there, especially those who kept the faith on the crash to 7p. I have a few, wish i had a load more but shows you what can happen.

Broken record time, WE NEED MORE PLAYERS IN THE GAME, SIMPLES ! Today is a Diver day, one BnIsa and a 100k trade. Most days we're less than a million clicks ! Probably less than 20 people account for all the trading, as said before, it's laughable. This only changes when we get a news day and we see some new blood as we've hit the winners boards. I bought another 10k of PANR in the 90s following the news on Talitha . I'm not a fan of JC, hence the reason i didn't load up in the early days but they're communication is far more comprehensive and detailed. something our Casper has to change.

TT

DM, nice one. I've got zippo allowance and 7 figures sitting outside and will get them all into 4 pots providing sp doesn't double, the likelihood is, it will and some.

Weather ? as you can see below, left and right hand, a bit like our weather forecasting, nobody knows what's going on....lol

https://www.accuweather.com/en/kz/tengiz/1686182/february-weather/1686182

https://www.inform.kz/en/precipitation-black-ice-and-stiff-wind-in-store-for-kazakhstan-10-12-feb_a3897056

500K rollover or a BednIsa. If it's the former, that's playing with fire !

Gritster, i know you're gone in April. No way that this is down @ this level then unless we've had the worst winter in history stopping all operations or the Emperor has been wandering around naked again.

Not long now :)

https://uk.advfn.com/stock-market/london/caspian-sunrise-CASP/share-news/Caspian-Sunrise-plc-Interim-Results/86094193

It is so frustrating knowing that turnover is now c $6.5m pm and i've attached the last interims published whereby we were generating $833k pm. Almost 8x the revenue and the sp has hardly moved. Now generating loads of cash with the likelihood that the shallows and possible new structures will deliver 6kbopd+ and revenues of $150m+. Everything else in for free and the other assets can all add huge material gain.

Quite simply, hugely unloved, current PIs have no more spending power and the Kaz players are sitting tight waiting for the sp to kick off. Positive news please Mr Carver and a new IP with a credible PR program, the fundamentals will do the rest.

This is going to explode soon .

https://www.inform.kz/en/kazakh-government-expanded-meeting-focuses-on-priority-tasks-for-2022-restoring-country-s-economic-potential_a3897072/amp

Shows how much foreign investment Kaz receives and this will continue. Also their GDP forecasts, far healthier than UK, they just need to get some of it back to the people. Creating more jobs by supporting SMBs. Also chasing the cash that’s been illegally transferred abroad. Maybe this is the start of Kaz moving from Kleptocracy to Autocracy, still ruled with an iron fist but less cash for the Kleptos or maybe same game and transfer of cash to Tokayev and clan.

Economically sound and attracting investment from around the world. Hopefully the geopolitical noise settles and done good Casper news will break this out of the dongle figure range forever. Price is a joke.

Keep calm FF, if I was selling, it would’ve been gone a long time back. Added too many in the 4-5p region before the shoite hit the fan but to be at this price is an absolute joke. The seller(s) , I don’t get it but the volume is tiny when there’s c 250-300m in the free float.

Patience and the value will appear, hopefully starting this month.

CC,

Yep, it is mental that it’s 3.75p and £80m m/cap. The $ billion valuation on SY/MJF P numbers is a little toppy…lol. But to be fair, we don’t know what’s in SY in the new structures so impossible to value that yet but maybe $500m is possible. The deeps give us the reserves and that’s when this gets properly silly when the CPR reveals the number and our real value, a complete unknown as of now with expectations of c 300mboe, hopefully a lot more :)

Back to reporting, they’ve got to get that right as it’ll be the PIs that push this north and the market will not tolerate BS when they’re a bigger outfit.

I was hoping that communication, especially the accuracy, would be improving but we're still getting duff info. The 13/10 RNS stating that 153 horizontal completed and testing started, results to follow. Also that next horizontal would be 144 and 146. No update on 153 until 22/12, 2 months to test and a great result. I'd have liked to see the additional comment in Oct stating that it's likely to take 2 months for results as many of us thought it had to be a duffer after the 154 well which was much quicker. They also stated that 144 and 146 were next horizontal wells but next RNS stated 142 and 152 ? Then there's the A8 intervals ? Ended up at 140m over 3 zones whereas previous communication was four zones totalling 90m. Then there's the A8 RNS @ 120bopd ? Great news to see that it's flowing but why bother until they had more progress and could hopefully report a higher number ? Also zippo detail re the then current position ie choke, quality of oil, which zone, why 120bopd and what's being done to improve it. Clive stating that early results are encouraging and looking forward to well potential. Basically all over the flippin gaff. Maybe one thing may change, they'll take more time with delivering news as they did with 153 ie getting it right but why issue A8 prematurely ? The fun and games of being a Casper sleuth investor, definitely a 6th sense required.

Tick, tock.

Badge, i believe we could all detail the pros and cons list from the information in the public domain but there's the rub, we're never going to know the real situation. The troubles has added a layer of risk but i don't see a return of the violence. The government will have to deal with the inflationary pressure and one of the initiatives is the energy cap. They'll be looking to tax the elites, hit the large profitable OE companies with windfall taxes etc. Kaz is a Kleptocracy and one thing we don't know is whether our elites were the wrong side of the fence or not.

I am staying invested until i see reason not to be . All i'm doing is focussing on the fundamental case which is improving as each day passes. The ducks are lined up, the Casper shell is loaded with assets, tax planning done, share options sorted,a busy funded operational schedule planned for 2022 and many of the assets could/will deliver huge sp appreciation. The stock is traded by PIs and largely by those who know it well. The volume is low which suggests that we're all sitting on our hands and that no big boys are letting any volume go.

They will have lots of news to update us with and it should be frequent as a result of the busy operational schedule. A8 is flowing, albeit at 120bopd but it is flowing and that is a big step forward as no other well has flowed for several days as a vertical well. A5 as a side-track but i am encouraged that the 'blockage' word was not mentioned. Shin taking it slow ? using new techniques to clear the drilling fluid ? the new acid maybe ? All we know at this point is that since Shin took the COO post, there has been a marked improvement in operational results.

As ODS has stated, maybe the 2021 FY results will shake things ip but that's 3 months away and there'll be considerable operational info to release before then. Loads of really material projects in play for H1 this year and at some juncture the market will start to notice, an A8 success being the obvious catalyst to kick off the multi-bagging performance.

Not without risk, you pays your money and you takes your chance :)

Bleedin Shel. Doing very nicely on it and gone another 4.2% since i dumped them last week. I thought they were a tad toppy as i believe Crude comes back if Ukraine doesn't kick off. Been a nice ride and waiting for the Ukraine outcome before dipping in again. Also dumped my Bp and same story.

The penny will drop with our Caspian. The company has never been as strong financially as it is now with assets they can exploit and even if deeps failed, they could invest in other blocks. Ducks lined up, time to make the assets pay .

Wolfi, agree. Actually 550k now but regardless, the volume is tiny. We've seen Mr 500k unload a few but we've seen some decent buys too. Sounding like a broken record but quite simply, the share trading is between a bunch of PIs and i suspect, not many. Casper may be talked about on FB, Twatter etc but i don't believe that's bringing in new blood, that comes from positive results followed by some PR. LTHs or those who understand the stock can take advantage if the sp has not moved enough as a result of positive news but many have enough stock so dependant on the info being covered by WHI, ProActive, Fool etc. Our day in the sun is coming and a ' A8 first interval is now producing after clearing excess drilling fluids. The well has now been flowing for 3 weeks @ 2500 bopd on a 7mm choke, quality @ 39API. The interval tested was at 4800-4850m and we are now moving on to perforate interval 2 and 3 and we are very hopeful of a success following this encouraging result at the first interval. As soon as we have the results from the additional zones, we will put the well on a 30 day well test. We believe that the well is capable of delivering in excess of 3000bopd and we look forward to sharing more detail later this month.

Happy days :)

...lol, that's my wife's department !

Plenty of lycra wearers over the weekend and managed to upset a few pelotons taking up the whole road. Don't want to upset any cyclists but there are some serious mid life breakdowns going on or maybe Covid has helped in the lycra explosion. Old blokes wearing luminous pink, lime green and orange !! each to their own i suppose. I'll probably get one and it'll be the nearest i get to an electric vehicle...lol Little exercise and involving a couple of pints at the end ;)

Casper is frustrating currently as the sp should be far higher but quite simply, it isn't. Reason ? higher risk as a risk of geopolitical crap ? Ukraine won't affect us operationally, Putin isn't looking to bring Kaz back onboard, we're not going to have a global war, yada, yada but it does put peeps off.

Wolfi has attached the Fitch link and makes good reading and as stated, everyday that passes without further trouble, is good news. Kaz is open for business and that means lots of foreign investment. Casper in a great position to really kick on this year and positive news will attract the attention needed to attract new buyers.

Current market -;

Max bid 3.73 @ 600k, offer @ 3.81p to 175k.

o/t - PANR got the news on Talitha they were waiting for and taken the sp back to £1+ after the cash raise at 75p. I only have a few quid in but i wish i'd bought more when it crashed to c7p in early 2020. Over 13 bags from the bottom so shows what possible. Casper would have to get to 20p to emulate that performance but that's more than doable with the right set of results.

Time for our Casper to deliver a deep, that really shakes this up. If A8 isn't successful, there's got to be a rethink but i suspect they'd still get 802 and A7 out of the way and give themselves time to do the necessary remedial work to try and commercialise the structure. Upside coming our way and H1 should give a clear indication of the likely magnitude of the rise.

Every day that passes without Kazakh troubles is a good day for sentiment and hopefully Macron gives Putin a big spoonful of insincerity, a couple of French cuddles and all will be ok in the Ukraine.

News this week hopefully.

Down to the Hampshire countryside this weekend and I’m sure I’ll run over a few cyclists on route ;)

Crude at $92+. Crazy stuff and as always, so many factors in play that can affect it. The high prices mean that the Shale players are profitable and many shelved plays could be revitalised . Biden will be needing the YS production to build whilst trying to meet environmental pressures. US will pump up the volume but Opec+ will counter and geopolitical tensions always a factor. Personally I believe crude retraces to the 70s of geopolitical tensions ease . Still very healthy so Casper need to get a move on and start building that production number.

6 Nations this weekend and This year could be one of the best as France, Ireland, Rngland and Scotland are in form, my boys are not but hey, when you put on the red jersey, anything can happen!!

Yep

Yep, if Casper were producing the current capacity of 3000bopd as stated, revenues would be c $80m v a market capitalisation of $108m. Not many oil minnows generating annual turnover equal to 75% of capitalisations!! I’m ussuming that domestic prices are at $25 , probably more and the Kaz govt will be capping the increases I suspect and OE companies will probably incur higher taxation.

Sadly, this isn’t moving the share price, the hard numbers are compelling and current sp is a joke but sp in the doldrums. Recent troubles taken a little shine off the price and greatly improved fundamentals aren’t going it currently, that’s a fact so what will ? As I said, we need more new blood and that will come from issuing more good news creating the churn within the current trading pool.

Currently hugely undervalued and unloved.

TT

TT