Capital Share Discussion Threads

[gleach23] 08/10/2024 16:54

Reports of H2 traction in the ramp up of the labs business with Nevada Gold Mines would be a tonic

[spooky] 08/10/2024 16:36

Well Q3 earnings shouldn't look great if full year earnings forecasts are any guide.

[gleach23] 08/10/2024 14:36

Good to finally see the break up from 82p area. Perhaps that earlier 94,950 trade cleared a small overhang? Q3 update should be next week.

[rivaldo] 07/10/2024 08:50

CAPD have just disclosed that their shareholding in Asara Resources has increased to 150m shares (from 138m).

This was primarily due to participation in Asara's placing earlier this year at A$0.009. Since then Asara's share price has doubled to A$0.019.

At the current 1.93 exchange rate CAPD's holding is worth almost exactly £1.5m.

So worth keeping an eye on now:

[adamb1978] 04/10/2024 13:48

Bowl shape starting to form if you look at a 6 month chart?

[phillis] 04/10/2024 12:08

Mine too
Something has changed
Pressure has worked?

[gleach23] 04/10/2024 11:30

AJ Bell dividend has landed Phillis - to be fair that's some improvement on the multiple weeks it used to take. Not before time.

[cp42kx07] 03/10/2024 15:19

Mine arrived today at IG.

[phillis] 03/10/2024 15:12

Wonder how long the divi will take to land

[deanowls] 24/9/2024 19:09

Company should be buying back I believe.

[davebowler] 24/9/2024 16:53

Gold has hit another all time high today. Wonder why buyers don't make the connection here and drive up the price as it should be a turbo charged way to profit from the PM bull market??

[davebowler] 20/9/2024 12:14

Ready for take off here is you look at the Precious Metals market with $ Gold (all time) and Silver (5yr) hitting highs.

[swanvesta] 12/9/2024 15:25

Student13, elsewhere I am hearing Mitchell Services (MSV.AX) is very cheap. Do you have an opinion?

[studentinvestor13] 12/9/2024 14:58

Gold new ATH $2545

[adamb1978] 12/9/2024 08:15

Agree hpcg. Weakness in various small caps in recent days/weeks despite good trading. Assume its down to a possible ill-judged raid by Reeves in the budget

[hpcg] 12/9/2024 08:13

This is harsh, mercenary and uncaring, but the sad death of David Abery should help freshen up the board. I don't think there is too much wrong and some of the recent stated strategic changes, like not attempting to grow the capital intensive earth moving side are welcome. The market is much more circumspect though.

[rivaldo] 12/9/2024 07:25

CAPD's investment in WIA Gold is up some 40% in the last few days. It's now worth around £13.65m by itself (against the current £159.7m m/cap):

[studentinvestor13] 10/9/2024 07:32

Not worth the effort yet as it was only £900k but as you say low and behold, who did we invest beside?

Anglogold Ashanti ;)

[deanowls] 10/9/2024 07:30

Just been googling and there’s also another investment jointly with them three days ago for sanu gold shares.

Seems there’s another investment to keep an eye on.

[studentinvestor13] 10/9/2024 07:11

Interesting!!

Anglogold are bidding for Centamin, both of these are well established CAPD customers with whom CAPD have good relationships

I have long been waiting for gold prices to drive the next leg of growth for gold producers. M&A may spell the start of that

Reading the details

"AngloGold Ashanti intends to invest in Sukari's growth through further exploration and development, both within the Sukari concession area as well as in the immediately adjacent EDX blocks, that could further extend life or increase production."

If leveraging Sukari better is a key part of their rationale, it could well be positive for Capital with more work flowing in their direction. It sounds like it is because I doubt they care about the small and early stage Doropo and ABC projects CEY has

[alangriffbang] 03/9/2024 13:21

phillis LOL

[phillis] 03/9/2024 13:19

They are struggling with growth
Need to get on top of things quickly and prove they can handle more complexity in the business model

[deanowls] 03/9/2024 08:10

My concern is the USA takes up a large portion of working capital and that there are cost overruns etc or salaries higher than projected.