Centamin Share Discussion Threads

[borisjohnsonshair] 04/4/2019 07:35

What's the ticker?

[borisjohnsonshair] 04/4/2019 07:30

Big pump before close in Canada.

[kennyp52] 03/4/2019 23:30

Anyone into vanadium miners ? There’s a new listing on LSE and tempted .

[plat hunter] 03/4/2019 20:11

100% agree Credit. The stated issues and guidance is priced in. The rest is on the so far unknown; basket price, production & costs and as you say, there's not much room for error.

[creditcrunchies] 03/4/2019 19:42

Brokers consensus is higher turnover but lower net profit than 2018, the forward pe is 17.7, the forward yield is 5.13% but the dividend cover is 1 08. There's not much room for error. Btw I hold some shares but I would not buy any more until they get under 80p. Just being realistic there is no point ramping it with just the good bits I believe risk has to be priced in

[plat hunter] 03/4/2019 19:42

Look at ACA up nigh on 40% over the period that cey is down 40%Why?

[plat hunter] 03/4/2019 19:41

That's exactly the point, we're just reading it's significance differently i think.

[jfishy55] 03/4/2019 19:37

"Erm.. No it isn't I think we have different interpretations of the 65 million quoted in the audit financials then."

Are you referring to the $63.4m that was free cash-flow?
Which is pretty much the same as the cost of paying the dividend (100% in fact!).

I fail to see how you can possibly come to the conclusion that the cash is half of what it was last year when the dividend was paid from *free* cash-flow?

Likewise, I fail to see how you think cash flow (which was $223.4m) doesn't cover capex which was $96.8m.

Difficult to have a "different interpretation" when the numbers are clearly stated in the annual results!

"But hey ho, i guess I'm not holding and have nothing to ramp."

Are you seriously suggesting I'm ramping by pointing out that your numbers are plain wrong?!!

Perhaps we have a "different interpretation" of the annual results, you think they are a ramp, I think they are the actual figures the company has?!!!

[borisjohnsonshair] 03/4/2019 19:33

Yes Friday you get your 50p. Same as last week. That's pocket money for you.

[borisjohnsonshair] 03/4/2019 19:32

What record have you broken.......village idiot for the most years running?

[plat hunter] 03/4/2019 19:29

Yes, filter anyone who isn't ramping, isn't impartial or anyone with something rational to say.

In short all you need to see here are those saying, "massively undervalued" "All you need is patience" and those who are aggressive to anyone who contradicts them.

Those types of investors have a rich history of being right and you should definitely follow their advice and filter everyone else.

[kennyp52] 03/4/2019 19:12

Oh and broken record is well worth filtering aswell . Can’t see what he is posting but I’d bet he is still sprouting 50p ? He wears a big red plastic nose and brightly coloured baggy clothes . For all of the serious posters on this thread IMHO if you are out when the RNS comes out you could be missing a substantial jump . If the news is not great you will get another opportunity to add cheaply in my view . At some stage CEY will be digging the right amounts out of the ground.

[broken record] 03/4/2019 19:12

Keep shorting

[broken record] 03/4/2019 19:10

Going down the swanny 50p

[plat hunter] 03/4/2019 18:12

I don't have an agenda Boris, where as you have clearly demonstrated yours. Good luck with it however.

[borisjohnsonshair] 03/4/2019 17:30

Holding yes. I weather many storms. You aren't, so what's your agenda. Jog on.

[juju44] 03/4/2019 17:21

We have escaped the blade for another day

[plat hunter] 03/4/2019 16:47

Never a truer word Boris,

Only one of us is patient though, the other has already bought and is trying to ramp

[borisjohnsonshair] 03/4/2019 16:41

Either you are short or lost a load, sold up and are bitter and twisted. The market is a place where impatient people pass their money to patient people. Thanks Plat.....I owe it all to you!

[plat hunter] 03/4/2019 16:33

Erm.. No it isn't I think we have different interpretations of the 65 million quoted in the audit financials then.

But hey ho, i guess I'm not holding and have nothing to ramp.

[borisjohnsonshair] 03/4/2019 16:17

Well said sir