Central Asia Metals Dividends - CAML

Central Asia Metals Dividends - CAML

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Central Asia Metals Plc CAML London Ordinary Share GB00B67KBV28 ORD USD0.01
  Price Change Price Change % Stock Price Low Price High Price Open Price Close Price Last Trade
2.20 1.57% 142.00 137.40 145.40 145.40 139.80 16:35:14
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Industry Sector

Central Asia Metals CAML Dividends History

Announcement Date Type Currency Dividend Amount Period Start Period End Ex Date Record Date Payment Date Total Dividend Amount

Top Dividend Posts

3noddy: “.....There is no denying that markets are sometimes efficient, but prices do not always reflect underlying business performance. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. During the unfortunate three years of share price decline, Central Asia Metals actually saw its earnings per share (EPS) improve by 6.6% per year. Given the share price reaction, one might suspect that EPS is not a good guide to the business performance during the period (perhaps due to a one-off loss or gain). Or else the company was over-hyped in the past, and so its growth has disappointed. It’s worth taking a look at other metrics, because the EPS growth doesn’t seem to match with the falling share price. We note that, in three years, revenue has actually grown at a 37% annual rate, so that doesn’t seem to be a reason to sell shares. This analysis is just perfunctory, but it might be worth researching Central Asia Metals more closely, as sometimes stocks fall unfairly. This could present an opportunity.....” httPS://simplywall.st/stocks/gb/materials/aim-caml/central-asia-metals-shares/news/the-central-asia-metals-loncaml-share-price-is-down-37-so-some-shareholders-are-getting-worried/
briggs1209: I bought a load more last week for 128 p. I am sure I will look back in two or three years and be very happy with that investment. At that stage a single year's missing divi will be dwarfed by the recovered share price
lauders: Missed this from the last day of January: Paul Summers: Central Asia Metals AIM-listed copper miner Central Asia Metals (LSE: CAML) may be worth a closer look. Shares in the mid-cap haven’t been on sparkling form of late, but better news on global growth and/or an improvement in relations between the US and China could see commodity prices rebound strongly. Moreover, the business appears to be ticking along nicely. In its latest operations report, management reflected on “another strong year of production” in which guidance for copper was exceeded. The company is also tackling its debt pile, repaying $36.1m over the course of 2019. CAML’s shares currently trade at 9 times forecast FY20 earnings and come with a chunky forecast 6.9% yield, covered 1.7 times by profits. The latter could be adequate compensation while (risk-tolerant) holders await a recovery in the share price. Paul Summers has no position in Central Asia Metals Https://www.fool.co.uk/investing/2020/02/01/top-uk-shares-for-february-2020/
lauders: CAML gets a mention here: Https://www.proactive.....investors.co.uk/companies/news/911152/the-copper-price-is-ticking-up-but-is-there-strength-in-depth-in-the-recovery-911152.html Another copper proxy, Central Asia Metals (LON:CAML), which now also has some zinc, also hit its five month high in mid-2018, traded rapidly down after that, hit a three year low in August 2019 at the same time Antofagasta was on the buffers, and has been on the path to recovery ever since. CAML’s current share price is still some way off the heights that were reached in the economic optimism that pertained following President Trump’s election, but aside from that spike, the current 220p is better than any price since between the company’s inception and November 2016. Just how much strength in depth there is to all this remains to be seen. The balance of supply and demand will remain crucial throughout 2020 in setting copper prices. But with Mr Trump in an election year, it’s unlikely that the US will be digging its heels in on trade in a way that generates negative headlines. Expect more positivity to come out of Davos, and more cautious optimism in the market about copper. Remove the stops between the words "proactive" and "investors" to make the link work.
arf dysg: MT, interesting if the short position has increased over the last month and yet there's no major drop in the share price. That means that buyers are still around and, when the short position unwinds, the price will leap upwards.
shieldbug: Acquisition is possible. Caledonian could be about the right size, is probably undervalued, share price going nowhere, is profitable, has growth potential and would add gold to CAML's base metals. It is in a problematic jurisdiction and has a terrible recent safety record. Nick Clarke has some experience in that part of the world. Possibly the board think it would release value as part of a group. I wouldn't buy it as it is.
morph7: Skep I really wouldn't worry about today's share price. Just think of it as a sale to buy more if you are that way inclined.Zinc and copper prices have taken a hit which is the reason for the downward pressure on the CAML price. Just be happy that you have stumbled across a company whose production costs are in the lowest quartile in the sector. Because of this, CAML can maintain dividends and look for further acquisitions whilst other companies are taking on debt and seeking assets-as highlighted in MT's post below.I have six figures invested here as do some other more frequent posters, and I sleep very well at night. Morph
coxsmn: Very pleasing update this morning with robust production figures. The current share price and dividend yield look very attractive here.Today's Telegraph includes coverage of the mining sector and highlightd the growing demand for copper.
bogdan branislov: Don't get too hung up on the immediate CAML stock price response to higher metal prices, or the lack of it. Correlations between metal prices and share prices are not usually immediate. CAML's share price has moved nicely off its recent base and with full year share results just around the corner, the market will want to take a good look at those. Bear in mind that the share issuing from the reverse takeover tends to throw a bit of a shroud over the accounts immediately following the share issuing, part lifted by the half year figures but the market will want to see the first full year results produced after the reverse takeover and share issuing. I think that they are going to like what they see. Whilst Brexit has no direct impact upon CAML's operations, many of the UK's private investors are in cash now. As the risk of a hard or no-deal Brexit recedes these investors will be looking to return to the market. CAML has been highlighted by so many stock screens recently as being very high quality, very undervalued and I know that CAML is very much on the radar of several UK investors sitting on sizeable cash piles at the moment. Continued metal price increases, the full year results, decreasing Brexit concerns are all going to push up CAML's share price in time. Don't try too hard to find reasons if the share price response is not immediate following events, often there is no reason, you just have to be patient. Bogdan
mount teide: Its easy for even long-term investors to sometimes fall into the trap of thinking and investing like a short term trader, since that's how the majority of the market now 'invests' and is largely responsible for the huge increase in equity and commodity market volatility over the past decade. CFD/Spreadbet Industry research tells us that more than 90% of short term traders lose money over the longer term. CAML share price research tells us that by employing a 15% trailing stop loss since first production in 2012 would have seen a CAML position stopped out on at least 15 occasions while, buying and holding would have seen 282% capital growth through to today, together with 120% of the original investment returned in dividends - a staggering performance when you consider that the majority of the returns were generated against the severe headwinds into 2016 of a brutal 6 year industrial metal market recession that brought most of the sector heavyweights to their knees. Market observation/research suggests thinking and 'investing' like a short term trader is highly likely to mirror their investment return performance and the huge mental stress that goes with the territory. The fact of the matter is that despite the price of copper falling circa 30% over the 6 years since CAML commenced production and, circa 50% by the 2016 recession low, anyone putting £100k into CAML in 2012 and then switching off their computer until today would have found by relying on the passage of time, CAML's very low cost business model, the commodity market cycle and the management skills of Nick Clarke and his team, they would have a big smile on their face because the investment would now be worth £403k, even without re-investing the dividends. By comparison, a similar investment in sector heavyweight Glencore in 2012 would now be worth £63k without re-investing the dividends. Its also worth putting into perspective the current period of copper market weakness - the first since the market bottomed following 6 years of price falls into Feb 2016: +73% - H1/2016 low - Q1/2018 -19% - Q1/2018 high - to today +40% - since H1/2016 low - to a price today that is still 70% below the inflation unadjusted peak of the last copper market cycle high. If like me, you strongly believe the strengthening copper market fundamentals and demand growth trend of 2%-4% annually over many decades, are highly likely to be the key factors to drive the copper price over the next 3-5 years of this new commodity market recovery stage - and 70 years of market data adds a lot of weight to this view - then history suggests that market weakness during the commodity market recovery stage should be given serious consideration as a potential opportunity to put new investment to work - as this has proved not only to be a winning strategy at CAML since the start of production(up 403% inc dividends) and from commencement of this latest commodity market cycle where it is up 76% to date(inc dividends) but, generally for commodity stocks during the much longer recovery phases of the previous three long term market cycles. Since markets are forward looking they will likely start pricing in the full impact of Grasberg's 2019/20 production cuts during Q4/2018 when the Trump/China trade war spat will probably be mostly in the rear view mirror, and the business media focus has moved on to the million barrel a day supply disruption to Iranian crude exports from US sanctions scheduled for implementation in early November. FWIW - Following an initial investment in near term copper producer/explorer Asia Mat in early 2016, I was underwater into early 2017. I used share price weakness to follow the Directors lead of taking ALL their fees in incentivised share options since 2015 to continue adding at prices up to 5 times my 2016 average price as the investment case strengthened. This is a strategy that served me well with investments in industrial metals, oil and the shipping sector during the 2000-2008 recovery stage of the previous shipping/commodity cycle. I refused to break a habit of an investment lifetime to short a quoted company during the 2008/10-2016 shipping /commodity cycle decline/death stage where prices fell heavily as new production/shipping overwhelmed the annual 2%-4% increase in demand. Considering that most quoted dry bulk and oil tanker ship owners like sector leader DryShips($7bn market cap in 2008) saw their market valuation drop by circa 99% between 2008 and 2016, that industrial metal heavyweights like Glencore lost 85% and saw its dividend suspended, and Royal Dutch Shell's valuation still dropped 50% despite maintaining its 7.5% dividend at the nadir - as in 1993-1999 the decline/death stages of shipping/commodity cycles once again proved a very reliable and rich vein to mine for those less principled to shorting like hedge funds that put a lot of money to work during 2010-2016 shorting shipping and commodity stocks. AIMHO/DYOR
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