|Central Asia Metals
||EPS - Basic
||Market Cap (m)
Central Asia Metals Share Discussion Threads
Showing 476 to 497 of 500 messages
|On the last conference call they sounded cautious about proceeding with Copper Bay in the current price environment. Perhaps they could get more active within Kazakhstan.|
|Yes I think it will be about 240p next time copper goes on a charge. But I dispute the call on the management. No doubt they are running one of the most profitable copper projects anywhere. But to prove themselves they need to grow several projects to replace it (which are unlikely to have the same profit margin).
When this listed it was a one project company with 22 years of resources to exploit.
Now it's a one project company with 16 years of resources to exploit.
What value is left when Kounrad is mined out?
Might start to matter when there's less than 10 years to go!|
|I don't know of a better managed company, I have complete confidence in them. If the copper price improves this will shoot up.|
|Yes indeed, added more this morning|
|interesting podcast on IC web site
one of the worlds lowest cost producers and long licience, plenty of resources
looks like they want keep dividend going even if they move forward with other projects
separating the two projects completely
maybe they will unload it into another vehicle?
time will tell|
|I like that Quoted Data note. It seems very well written, unlike some which really just regurgitate RNS'. It forecasts a final dividend, all being well, of 8p, with further rises in 2017. A NAV of 235p. Who knows what value Copper Bay may add :-) as well as the welcome diversification it brings.|
|Added to existing holding today.|
|Caml good value, I would like to see a decisive break of 180p before buying.|
|Latest research publication on CAML from Quoted Data:
|This is by far and away the best run company in my entire portfolio. To make these profits given the price of copper is terrific, the dividend is massive, and they still have piles of cash to invest in new projects. What isn't to love? Add to that a civilised BB, and we're in a happy place|
|Agreed. I don't usually touch mining stocks but I met the management at a Proactive Investors meeting earlier in the year and was impressed enough to buy some. I am glad I did.|
|A company that really delivers on its strategy. All we ned is the copper price to rise to make a big difference. 5.5p dividend (interim) is a 3.2% yield on its own! Plus the final we will yield upwards of 7%. More expansion to come. A great share to have in your portfolio.|
|Very impressive results & nice dividend|
|And the capital appreciation all being well, Finncap have a 264p target, there was an update in July last year.|
|wise move - you will love the dividend|
|I finally took the plunge and bought some this morning at 149.4p (inc. costs).
I met the management at a recent Proactive Investor Forum back in April and was impressed, so took advantage of the recent price slippage to take a nibble.|
|Heh heh - never mind - it's nice to get the opportunity to read that paragraph again and look forward to 15th June :)|
|Yep - I ballsed it up. Here was what was said in the April results:
"As part of these annual results, the Board will propose a final dividend for 2015 of 8 pence per Ordinary Share, making a total dividend for the year of 12.5 pence (2014: 12.5 pence). This dividend equates to approximately 30% of the gross revenue for the year and will be payable on 15 June 2016 to shareholders registered on 20 May 2016."|
|I thought we go ex-dividend on 19th May?
I was expecting a rally towards ex-dividend date given the yield, so the recent drop has been a tad disappointing. I guess it just means the yield is even better!|