Member Info for SmartyP1

Belles,

Our Limerick is the only board member to invest his own hard earned cash into Casper. He’s left and he’s an open target for a pie and a pint ;) Confidentiality and governance ? a few extra Ginsters will do the trick.

SBeware,

Very tenuous link and I can find very little on them, the website is very poor. Probably Kuat’s or AMs mates.

It is bizarre. Kairat wanted out and along came the AMs to pick up the slack and then they want to buy some new toys and lighten the load, in come Miedel Group Ag. They manufacture huge machinery but I can’t find any financials on them yet. Why the hell are they getting involved ? A mining equipment manufacture investing in a Kazakh oil company. I can see they have a manufacturing site in Kharkiv in Ukraine, maybe one of Kuat’s chums picking up the slack as a favour ? a big favour Or Could be AMs mates and sharing the love.

Yet again, in the dark waiting to understand what the hell is going on. The good news, somebody picked up a chunk of stock and the reasons why ? obviously cos Casper is a great opportunity.

Stupid spread from MMS at .25p ! Making a market, they are a bunch of crooks but why the stupid spread ?

Mr C,

I suspect a lot of people were trading the range and hoping for share purchase opps in the 3ps. That may not happen now and I suspect we see some FOMO buying from those sitting out ;) as more surprises could be coming .

I heard it was an all stakes game, the sheesha pipes were out, Mr AM went all in inc the Casper pink sheets but Mr Miedel called him ;)

Seriously, they’ve managed to move 110m shares and nothing leaked to market and no overhang.

Somm,

2 questions, why did Al Marris want to lighten load and what did Miedel see that made them buy in ? Must be the minerals ;)

Never boring.

Https://www.caspiansunrise.com/investors/shareholder-services/

It is absolutely bizarre !

Now the 3rd biggest holder and wont be PIs. So who has exited and why did Midiel invest in Casper in early July pre accounts release ? I see it as a real positive as why would a Swiss owned group invest in little old Caspian, it’s absolutely bizarre.

I’ve asked the question of HQ

That makes them the 3rd biggest holder of Caspian !!!!

Wolfi,

Minerals here we come ….lol

Https://www.northdata.com/Midiel+Engineering+AG,+Stansstad/CHE-485.806.315

Quite the opposite, doing some digging now. Somebody had to exit but as far as I’m concerned, more institutions the better.

Fully loaded LTHs will make a killing especially those with low averages. Yep, it was a gift and many took advantage but if Casper is successful with the drill bit everybody is happy ESPECIALLY the LTHs.

We’re due another A5 ‘eureka moment, something sorely lacking for 9 years ! 802 can provide one, the following appraisals will build conquering A5 sends this into silly valuations.

If it carries on too long, it’ll be another chunk that’ll be handed down in the kids inheritance planning as opposed to a few more toys for moi, which was the real objective !!

The company m/cap as of now is c £88m, last week it fell to £58m and 3 months ago £194m, to say it’s volatile is an understatement !

I believe we all agree that as far as we know, all the assets are still in play and opportune they present is still intact so what has changed that has caused so much volatility when all the assets and upside are still in play ? Quite simply, the lack of operational progress on the deep and shallow prospects. PIs dictate the m/cap of this company, its valuation is dictated by PIs and has diddly squat to do with any fundamental value. Success is everything as yes it drives fundamental value but it drives sentiment and without it, this stock will bounce around at whatever price regardless of any value.

Clever traders will be popping in and out as the volatility is what they’re looking for and the TA players will be looking at last weeks bottom and thinking that it can go there again if there’s a likely news void for a couple of months. Fact is, it’s only relevant to the traders who are looking for quick wins and there has been some serious money made for those getting in at last weeks low and serious money lost for those being squeezed out. Trading will continue, especially in a volatile stock but currently it has nothing to do with fundamentals and this continues UNTIL Casper deliver more operational success.

So what’s next on the news front ? CC has highlighted the events but we are on the dark re real timings. The CE news is probably the only news that can catch people out, by that I mean those who have sold and moved on, the disappointed divi players that have exited, those waiting for better prices but we’re none the wiser as current deal could be dead or the final bits being sorted but as far as I’m aware, the cash should’ve hit the account or should be any day ?

Casper keep dragging defeat from the jaws of victory, it’s been a common theme and the only thing that’s stopped them from moving on to the goal of being a successful mid sized OE company. Success is everything, they still have the assets, there’s huge upside in play BUT Shin and his merry men need to start earning their wages and start delivering the long awaited success.

we’re not going under, we have a boat deal in the bag with future prospects for additional cash, we have working assets providing cash so the story goes on. The multi-bagging performance is still on and 802 is a big catalyst to that but in the short term, CE cash would really boost sentiment and the acceleration of the planned ops schedule.

Diver ! And you said I was losing the plot …lol ;)

Market is well bid but quite liquid both sides. 600k/300 bid/ask but a stupid spread and MMS making a killing. Nice to see a chunky 350k buy so let’s hope he/she and other buyers are going to make a few quid.

Probably a long shot but a CE sale update together with an immediate divi declaration would shake things up.

As always TT.

My read was following on from CCs comment last night, NEDS plural. Why make the point as I don’t believe companies outside 350 need 3 NEDSinc NE Chairman. Strange that Clive made a pint of it again, maybe he’s reading the boards again. Maybe they have eyes on the bigger prizes which needs a movement up the FTSE ladder ?

TT

That’s very interesting news

CC,

Let’s hope that is truly the case but still a good question to ask our Clive and co. Maybe, ‘disappointed to see Edmund moving on, what are the timelines for new NEDs and do you have people in mind ?’ Hopefully not Mr Ho Lee Fook and Atabek N Call ;)

Contd

Casper could easily be a $x hundred million company at this stage and it only takes a few more shallows and 1 deep to deliver those numbers. The barge is extra dough to fund operations but they have to stay on track. KO is putting a lot of the eggs in the Casper basket and he knows that drilling success is the route to a huge payday.

Been looking over the last few years financial results and looking at progress made. 22 was their best financial year since 2007 and would’ve been considerably better if the could export oil at non sanctioned prices. The turnover was the highest since incorporation by some way and would’ve been over $60m without sanctions. The gross profit achieved was 76% and a very healthy PAT @ 24% especially when you consider the active operational schedule in 22 and the impact of inflationary pressures to costs.

They’re maintaining profitability from oil sales as domestic prices have increased substantially but the sales split between isn’t in the accounts unless I’ve missed it.

Priorities

-They have MJF as the cash cow that will be the funding engine for years to come and they need to prioritise the building of production to their 4000bopd target. 142 and 141 back online more than deliver target then it’s a case of continual remedial work, the drilling of new wells like 150 and 155 to manage depletion and sustain the minimum.

-Alongside 141/142 the other key priority is 802, the deep with the highest chance of success according to Baker Hughes. This is a possible company maker for Casper and future appraisals will determine the reserves numbers.

- Drill the first SY horizontal as opposed to talking about it so we can count it in or out.

- Then the barge 50% sale which brings in the cash and restarts divis or initiates a special divi to reward those holders sticking with the investment

Transparency and accurate comms is essential to improve sentiment/credibility here. The Block 8 strategy, much that I’d like to see the additional revenue from additional deep wells, why the hell were they loaning cash and diverting equipment at a time when they should’ve been full steam ahead on priority projects as above. Obviously KO has commitments to fulfil and using Casper to do that as opposed to losing possible future opportunity.

The assets are still there but I’m getting fed up of the excuses and distractions, the words not actions, it’s now time to do what they say they’re going to do. Investors have the opportunity to ask loads of questions at the AGM and open lines of communication -;

Why loan the Block 8 cash to Bolthozan when Casper needed the dough to continue divi payments

What is the true position at A8. Waiting for a part ? what part ? Clearing the well, why ?

What’s been happening at 141/142 for 9 months to deliver zero return in 9 months ? What is the issue with water ingress ? why can’t they fix it ?

Why drill 803 when it was never in the plan but suddenly it’s planned ?

Why haven’t they drilled first horizontal at SY ?

Why did Limerick leave ? when is he being replaced as it’s important to have another NED onboard.

There are loads of questions but investors have the opportunity to have another bite of the cherry this month at the next general meeting.

Casper could easily be a $x hu

I believe shareholders now have the opportunity to hold Casper leadership to account and demand transparency with communications. The EGM this month is a great place to start and shareholders have the opportunity to ask questions etc. I think it would be better to get them onboard with the process and to send a list of priority questions that need answering on the day. Gives them time to give the clarity we need as investors. I think we could propose that this could happen on a quarterly basis to improve PI/Company relations going forward. I’m not sure whether I’m going to be fit enough to travel into London but if I can, I’ll be there.

No more obfuscation and sweetheart deals. Limerick is leaving, I’d also like to have a conversation with him as I’m sure other LTHs would do :)

Sp is going to ping as cant but a sausage. Sp marked down early doors, ignore that, should be up as sone peeps look to rejoin the party.