Member Info for onedaysoonish

120BOPD, assuming it is sustainable, is better than we have had to date from the deeps. It could be $5,000 to $10,000 per day in additional gross revenue depending on how much is sold at international prices. Not going to set the world on fire nor the SP but the key is, as speculated here, how much further they can take it? Shin looks to be playing the long game which is, at least, generating some return. The Jan numbers look OK considering they lost a week's production and assuming there is no SY output as yet. Not sure how/if the CPC pipeline may be impacted if Russia goes into Ukraine and sanctions kick in? Let's hope it resolves itself. We have had enough disruption for one year.

Agree. The shorters need to find a new stock to kick. Nothing to see here!

Diplomacy? Not sure I've seen any evidence of that from either side. Democracy? The US are now officially recognised as an anocrocy so perhaps they should stop preaching. Economic sanctions? Not sure who will win out of that. Just glad I don't live in Ukraine right now.

Cheers UC. Let's hope the result reflect what we all believe.

I've bought a few more hoping the news will be better than forecast. Having a boat load of debt is not great when interest rates are on the up but inflation can diminish real debt so it's double edged. The oil price has been well north of their budget number so I'm hoping for a bumper result. There seems to be real control these days. The recovery looks sustainable and the last few months has proven that oil is not going away for decades yet.

Jam tomorrow......... and 3 years later........... still waiting. You've been around CASP long enough to know what we have been through. If the stock went up a penny for every dashed hope we would have had the £1 party years ago. I have to say I'm hoping Clive has learned from all of this and the reporting is about what we are achieving rather than the potential we all believe is there. I think SY could be a goodun and I look forward to news on progress and production. I thought we might have heard about recommissioning the wells there?

Be interesting to have some idea about the scale of the liability here. As has been said this would apply right across the banking sector and unless there is a legally enforceable ruling it may be small beer.

Not really sure there is any fundamental reason for the drop but 3 days on the trot is becoming a trend. The change in sentiment seems to have been brought on by some lacklustre numbers being reported by the US banks. The shortfall there was in equities trading so BARC has been clobbered far worse than LLOY. Still, nothing goes north without a few pauses so I'm still happy. UK inflation figures have also dented confidence but I would have thought that was an indication of more rate rises. Arguably some of this is already built in but what price a 50 basis point rise in Feb? Difficult one when everyone is struggling with increasing costs. Increasing those costs even more in a bid to get things under control would attract some negative attention but what choice do they have? Fire with fire!

Interesting discussion around Andrew. I have no idea about his guilt or innocence but he picked some poor "friends". I work with an accountant who had what he describes as the "misfortune to have dealings with Epstein"before all the news broke. He's old school ethics and described Epstein as a slime ball. He was in a NY hotel being introduced to perspective investors and says women were coming up to Epstein all night and passing him flash drives. Can't blame them I suppose, Epstein was viewed as a ticket to a Champagne lifestyle and they wanted in back then. I was stood next to this guy in the canteen when the Maxwell trial was announced. He said "what was her job then.... beating them off with a stick?". It's a complex mess and I'm glad I don't have to sort it out. I'm betting Giuffre goes the route of the biggest payout. US Civil courts almost never find in favour of the defendant which is why so many cases get settled. Of course if she has her day in court and wins then there would be compensation plus a boat load of money for her story. Guilty or innocent Andrew is heading for a world of pain.

I'm with Mr Wolf so well done. I've been around this share since buying as a recovery stock following the credit crunch.... Doh! I was kicked out on stop loss during covid, bought back in but still not in a great place if I look at the long term. JPM and Goldman have both reported lacklustre numbers within the last week and both are saying it's equities trading falling short so the last few days have not helped your £2.40 quest. BARC needs to buck that trend when they report their numbers. After giving two fingers to a major share holder who was not supportive of equities trading they are going to look like numpties if they don't keep delivering on that front. We also need to see the Divi. Let's face it no point being invested in a business if they pass on the pain when things are tough and don't share the benefits of a good year. If we get good news on those things and with interest rate rises in the pipeline you may well see your exit price.

I subscribe to the political bridge building theory. SP all over the place today but looks to be perking up on the RNS's. Not sure what connections Somm's new bride has but I trust that the family have done what they believe was needed to make the right connections. I doubt A8 news is ready to pop. It might raise some eyebrows with the regulators if they announced A8 at 3000 BOPD in the morning? Then again we are talking about Kazakhstan!

Oil price looking strong despite a small retrace this morning. CASP 21FY numbers should look good when we see them. Not so sure that the problems in Kaz are completely behind us. Tokayev may be a bit like the Japanese a week after Pearl Harbour right now? Suspect we will see continued SP retrace until we get news. That could come tomorrow or in 3 months time based on my experience with CASP. Not sure how the Russia/Ukraine situation may impact things? Was hoping to see something on production from SY or boat news but not holding my breath. My other oiler going great guns on oil price so it would be nice to see some upward momentum here.

S1, 50% is a big bet for sure. No question some good news is already priced in on the back of the oil price but I'm hoping to see some upward movement when the numbers land. This management team tend towards keeping their powder dry and letting their results speak for themselves. I'm good with that. Fundamentals should look stronger after the results are published so here's hoping. The downside is still the fall from grace and debt mountain left behind by the previous management which only time will fix. All IMHO of course.

Hanging in there nicely at just below $85. Personally I like this range. Good for the oilers without too much unwanted political attention.

Disappointing retrace this morning. Seems harsh based on modest volumes? More news coming out about the political infighting in Kaz. Tokayev saying there was a coup attempt. Nazarbayev family have mostly "left town" to escape any witch hunt. I think you pays your money and makes your choice about who initiated the political battle but it's Tokayev United 1 Nazarbayev Academical's 0 at this stage. The thing I don't understand is are we at half time or has the final whistle been blown? No progress on the Ukraine talks..... as expected. I kinda see Russia's point though. Let's face it the US weren't exactly happy about Russian missiles in Cuba. I think it runs deeper than that and NATO will need to put something out of left field on the table to prevent an escalation.

Stumbling at fence 53 again today. I look at the P/E, chances of more rate increases and diminished economic COVID risk and wonder why we haven't blown through this on the way to 55p this week? BARC has been going great guns so come on Lloyds!

Crude looking strong again today. Lybia struggling to get back on line, question marks over OPEC's ability to deliver the promised production increases and the markets are still concerned about Kaz. $84 at this time..... very nice thank you. My other oiler has done better than CASP off of the crude price but CASP have never had the direct Crude Price/SP relationship that the bigger producers have. I'm looking at today's share price anomaly as a net gain over the last two days rather than getting hung up on yesterday's close. So far so.......

Good news that the peace keeping troops are planning to withdraw. Hopefully no members of the Oraziman family meet with any bad luck! Ukraine talks went as expected yesterday...... no real progress. I don't understand whats going on there. If you are going to invade do you really show your hand by camping out on the border for months beforehand? Would be nice to see some positive A8 news but who knows when that might come. 153 news took longer than expected but was well worth waiting for.

One of the values at a company I worked for was "Act like owners". To reinforce this we had share save and share option schemes. Share save was for all employees while share options was only for senior grades. The share options were fixed at a price which was the actual share price on a given date. This was done for tax reasons in the UK. If CASP have done the same then it's fairly easy to guess the approximate date they have used. The options were grated annually and the amount of shares was based on your grade and the performance of the business over the year (CASP's don't look that scientific). Our date was 31st December and the performance was based on what we called 11+1. This was the actual performance for the first 11 months plus the forecast for December. Because of UK tax rules we could not exercise the options for 3 years and there was a 10 year expiry so we had a 7 year window to cash in. I agree the point about doing what you are paid to do but share options were a tool to stop the people they wanted to keep from jumping ship. Tax rules aside the CASP options all look very familiar to me. That company was taken over and all the options cancelled......... so I jumped ship!

Patients? Absolutely right! $2.3Bn of debt is still a massive hang-over even after the debt restructuring. The good news is that oil price is back in the $80's (just). I'm hoping to see the debt repayments ahead of plan and some capital set aside for additional quick return projects. I bought Tullow as a recovery bet and so far I'm pleased with progress/SP movement. There's no doubt that the oil price recovery has been a saviour but I'll take that. Feels more like a well managed business than a casino these days and I will add a few more before month end.

All views welcome JD. And you are right, the FTSE doesn't offer the same level of opportunity as AIM. Not much chance of a 5 or 10 bagger there. Like many people I have to try and balance my PF around risk and reward. After 30 years of relative stability in Kaz, an improved oil price and good news on production and licenses I was filling my boots here during 2021 because I thought that equation was in my favour. If the political situation in Kaz goes the way we all want then 5-6p is nailed on and everything beyond that is likely to be CASP news dependant. I'm just not clear that the political situation will go the way we want and so I'm happy with my 300k shares for the moment. I'm still on £3k/penny either way so I'm still firmly in the GO CASP GO club.