Caspian Sunrise Share Discussion Threads

[jostrummer] 03/7/2023 07:53

Been involved in a few aim suspensions.. Hope this one turns out ok

[pvi1] 03/7/2023 07:44

Wouldn't surprise me if these clowns are suspended for weeks

[tag57] 02/7/2023 20:30

All sorted S93. Probably some unhappy investor having some hacker fun.

[spangle93] 02/7/2023 08:20

I wondered whether any presentation had been uploaded yet, so I went to the Caspian Sunrise website

When I clicked on the investors tab, instead of a list of sub-folders - presentations, reports, news, key contacts - there was just a message

P*@S OFF

I was shocked, though not surprised ;-)

Maybe normal content will be restored by the time you check?

But there's no presentation, or even a category for it

[togglebrush] 01/7/2023 21:44

Below are the Analysis for Friday 30th Jun as an example of a heavy trading with trades based onj Stock Exchange values except foe number of Buys and Sells which are my estimates. Both tables were of a style produced earlier on this BB.
First is deals by the HOUR


Data for 30/06/2023
__Buy__
__Sell _
___Volume ___
___Value ___
Avg Value Book



Time Band
__Num__
___Num ___
_for buy&sell_
_for buy&sell_
_for buy&sell_



Hr 8-9
26
48
8,767,631
£239,141
£3,232


Hr 9-10
14
18
1,690,371
£49,567
£1,549


Hr 10-11
8
15
3,552,585
£103,040
£4,480


Hr 11-12
8
-
1,319,836
£40,897
£5,112


Hr 12-13
5
5
323,362
£10,536
£1,054


Hr 13-14
0
7
195,316
£6,334
£905


Hr 14-15
5
4
360,142
£12,081
£1,726


Hr 15-16
7
3
919,055
£31,043
£4,435


Hr 16-17
3
6
426,169
£15,205
£2,172


Second is by LOT SIZE . There are 6 negotiated deal included in both tables


30-Jun-23
_Deals__
___Sum ___
_Sum Volume _
_Sum Value _
__Avg Value__


Lot size Bands
_Num__
__Values__
_for buy&sell___
_for buy&sell___
_for buy&sell___


0-1000
2
69
2,022
£69



1,000-,5,000
9
883
28,766
£883
£98


5,000-10,000
6
1,380
47,975
£1,380
£230


10,000-25,000
23
14,816
397,516
£14,816
£546


25,000-50,000
31
32,821
1,102,130
£32,821
£1,059


50,000->100,000
48
88,860
2,944,547
£88,860
£1,851


100,000-> 500,000
54
293,024
10,258,937
£293,024
£5,426


500,000->
6
87,210
3,000,000
£87,210
£14,535


Make of them what you will. E&OE

[togglebrush] 01/7/2023 10:39

FWIW ... RE Russian Army Mutiny ... Uzbekistan isnt broadcasting Russian TV

[togglebrush] 30/6/2023 19:54

Daily Trading Volume on ADVFN today was 17,754,467 a 1 in 100 day normally an exceptional day when median day is 1.2 million but lives with a number of ten million volume days outlier days since May 2022.
' Example of Key Events with Outlier Volumes . Median daily volumes were 1.2 million


__Key Event__
____Date____
__Open__
__High__
__Low___
__Close__
__Daily Trading__


RNS

Price
Price
Price
Price
Volume


Op Update
25/05/2022
2.900
4.550
2.900
4.100
17,414,850


FY report
27/06/2022
5.100
5.100
4.250
4.500
_9,576,266


Dividend
04/11/2022
2.600
4.000
2.600
3.600
23,801,877


Dividend
07/11/2022
3.450
4.800
3.450
4.150
22,674,284


Explorer
16/01/2023
4.550
5.250
4.550
5.150
_7,905,697


Tender Up
17/01/2023
5.150
5.550
5.150
5.450
_5,432,811


Well 802
30/01/2023
5.400
5.900
5.400
5.700
17,026,011


Today AGM
30/06/2023
3.500
3.500
2.600
3.400
17,754,467


__For Scale___
____Date____
__Open__
__High__
__Low___
__Close__
__Daily Trading__


Maximum
25/05/2022
8.400
8.550
8.400
8.400
23,801,877


Median
____to____
4.200
4.350
4.200
4.200
_1,256,922


Minimum
36/06/2023
2.200
2.300
2.075
2.250
____32,644


E&OE :- Key volume attractions appear as Dividend, Explorer, and Well 802

[konil] 30/6/2023 18:28

thanks for feedback bluemango.

[spangle93] 30/6/2023 15:53

Thanks bluemango

Did you get the impression that if "CE monies are expected very soon", we can expect a similarly swift resumption of dividends?

[bluemango] 30/6/2023 15:01

An 'interesting' AGM.

Firstly, the thorny subject of poor comms. Clive was made very much aware what the strength of feeling was from PIs on the abysmal communications, particularly since the beginning of 2023. One shareholder, a youngish guy who had travelled down from Manchester, gave him both barrels, even mentioned the term 'Carverspeak'! Whether this gets taken on board remains to be seen, but the aim going forwards is to have as comprehensive updates as possible, quarterly at a bare minimum.

There was a fairly detailed operations presentation which should be on the company's website by Monday. Main priorities are 802, 803 and dealing with water ingress on 141/142. The question of why spares and consumables couldn't be sourced from Azerbaijan rather than China, was raised. Said the guys would almost certainly have looked into this already, but would pass on the feedback.

The accounts were pretty much ready, just held up on one 'non-commercial' issue and IF there was to be any suspension due to further delay then it would only be for a 'matter of days'. The CE monies are expected very soon, and the other party have been made aware there are other interested bidders - although the reason why the cash hasn't yet been received, appears legit. The other party are not part of the Concert Party or related in any way.

After the meeting, I raised the subject of the 17p bonus and Clive said 'his economic future depends on this coming good'. Can't remember the market cap required for his (and Kuat's) multi-million bonus, but it equates to around 17p. He said he and other directors had taken a voluntary 75% salary cut several years ago ('pre-Covid') and that this was still in place.

The Concert Party are committed and supportive. Main aim is to prove and quantify the deeps, conscious that he, Kuat and others are not getting any younger and want to see this to fruition.

Hanging on in there (obviously).

[pvi1] 30/6/2023 13:08

Collapsed quicker than an England cricket team

[tag57] 30/6/2023 12:58

Scrwal, I hold SOUC, ZPHR, TVE, JSE and CASP so already have a full house, just from O&G! :-/

[spangle93] 30/6/2023 12:52

@scrwal
You could try holding JSE, TXP and PANR too - that would double your pain and boost you well past 3.
What a carp H1 - seems like every sector that survived 2022 got panned in 2023.

[scrwal] 30/6/2023 12:24

Oh well I'm waiting for my 3rd bit of bad news as I hold I3E as well.
Investors need a realistic time frame to be given as to when problems are to be sorted as well as a full explanation of the causes and proposed solutions.
Alternative equipment suppliers need to be sourced.

[xclusive2] 30/6/2023 11:49

I would suggest that the AGM is going better than expected

[pvi1] 30/6/2023 11:37

Lets face it, casp will still be 3p in another 10 years. Utterly useless company

[xclusive2] 30/6/2023 11:31

Hopefully Clive and Limerick will be going through an operational presentation followed by key questions, hopefully some listed below. Kicked off at 11 so if going well we may see some buying or the reverse obviously if it's more BS !

[bsg] 30/6/2023 11:30

Next bit of bad news, boat sale falls thru. share price under 2p.

[xclusive2] 30/6/2023 11:27

Disappointed on the divi update as many people will be. Our Clive does like to regurgitate stuff we already know or thought we did which leads to more obfuscation and several questions at the AGM. Peeps that are going are entitled to ask as many questions as possible, especially on the operational front. 1. Oil production totalled 792k in 2022. We all expected a huge improvement year on year but H2 declined from 414 (2274 bopd)to 376k 2076) in H2. In Q1 23 Cc advised production at c 22-2300 if in fact 802 was flowing at 800 average. We need to understand what flow rates are being achieved from each we'll inc SY. 2. 802 obviously not flowing and making a statement that the Divi will be suspended until year end unless increased production from 802, 141/142 or that CE payment received. Firstly we need to understand the exact position at 802, no more bull shoite. They were waiting for parts so surly right to assume part(s) on site as crew have been redirected. They stated it will take a further 2 months to complete so we need to understand the issues since it was flowing and the next steps 3. 141/142 out of production for a year. Need to understand true position re water ingress and what parts and timelines to get them back online. Positioning a 6 month timeline to get divis back online does not imply that it's imminent. What's happened to 145 work over and 153 ? Based on H2 2076bood, todays position @2k is only a small decline but it's now time to put more meat on the bone as to exact figures per well. 3. Oil prices received ? We knew that we were losing $18m revenue BUT the net profitability was slightly higher due to MR prices and low costs. Adding this together with domestic, the net prices achieved pre tax should've been $32, by my sums, that's better than where they were since Q3 last year. It's crucial that Clive articulates the net prices achieved and the current split between domestic and mini refinery. Also what is the net price per barrel achieved v international prices. 4. CAB position at ye 22 and currently. They'll probably hide behind the fact that accounts are delayed but there'll have to be another AGM. 5. Block 8 update to DD 6. Rig purchase, pretty irrelevant if they're not focussing on A block wells 7. If Ce deal concluded, do we get 50@% of the Istamay initial deal agreed pre sale ? They are citing protracted lead times to supply chain and additional costs, we need to understand affects to net margin. They have cited the issues re paying the divi but they knew a lot of the info re lead Ines and costs but they pushed forward. They have failed operationally and that has put the squeeze on but the fact they have delayed the divi by maybe 6 months does not intimate that production or CE cash is landing anytime soon. The last update intimated that CE cash could be imminent, whatsthe true position ?

[bluemango] 30/6/2023 10:24

Broker note out from WH Ireland

Brief summary of today's RNS, concludes with this:

We believe the board has taken measures to preserve balance sheet strength and the long-term potential of the company’s assets. We have a positive outlook for oil prices for 2H 2023, based on the supply demand fundamentals, and expect that to provide a considerably more supportive backdrop for the company than experienced in 1H 2023.

[spangle93] 30/6/2023 09:46

They left in 2015

[roberth176] 30/6/2023 08:35

Wheres that casp pumper

[spangle93] 30/6/2023 08:09

Why does everything have to come from China, when Azerbaijan across the Caspian has a huge oil industry?