Share Name Share Symbol Market Type Share ISIN Share Description
Central Asia Metals LSE:CAML London Ordinary Share GB00B67KBV28 ORD USD0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -6.50p -2.16% 294.50p 294.00p 295.50p 312.00p 291.50p 312.00p 48,082 08:21:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 75.9 36.8 21.5 14.2 519.79

Central Asia Metals Share Discussion Threads

Showing 1601 to 1624 of 1625 messages
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DateSubjectAuthorDiscuss
26/4/2018
08:18
So far so good, we haven't fallen the 10p ex div amount this morning.
warranty
25/4/2018
15:58
Although the short position has been on a falling trend since last October, there are still more then 3.0m shares(1.78% at end of March) out on loan that i estimate collectively are currently between 20% and 25% underwater. Post the SASA acquisition and recent placing I doubt the organisations that borrowed these shares expected to be hit with a 10p final dividend to pay out for their troubles in addition to their fees for borrowing the stock - even Peel Hunt were forecasting a final dividend of just 5p. Post results and confirmation of 10p dividend, its apparent from observation of the automatic trading systems in use on level 2 that the shorts have increased their selling activity in an effort to lower the intra-day price, in the hope they can buy back the 'balance' in the end of day closing auction and end up with an overall lower closing price than the previous day. It has proved reasonably successful, enabling the shorts post the results, to lower the share-price by more than the dividend they will have to pay out. However, with low cost operator CAML generating very strong levels of cash flow, modestly rated compared to its peers and, currently on schedule to deliver very strong results in 2018 - i expect closing out of the short position to strongly accelerate in the run up to the interims, as compared to the 2017 interims CAML is firmly on course to deliver a highly material improvement across all the key financial metrics.
mount teide
25/4/2018
14:04
Where do you draw the support? At the price of the placing/share sale?
petenorrislos
25/4/2018
12:45
I can't see a head and shoulders yet. I can see a healthy retest of the support line of the uptrend. Healthy supposing it holds of course.
andyj
25/4/2018
12:31
But where is the right shoulder?
rhubarbcrumble
25/4/2018
10:24
Head and Shoulders.....edjge has a bad case of dandruff
zaphod99
25/4/2018
10:15
What is H&S?
petenorrislos
25/4/2018
08:07
Drop may be more than divi tomorrow DYOR and an entry soon. Sub 300 looks entirely possible. H&S completing.
edjge2
24/4/2018
14:52
It's hard to see these metal prices falling in the current environment I think the 2018 forecasts are way to pessimistic. Dividend of 3.25% on Thursday!
thevaluehunter
24/4/2018
13:51
Copper, lead and zinc prices doing pretty well today I think there could be a major breakout to the upside soon. Not sure why anyone would be selling at this level. This time last year copper was at $5730 no we are at $7050.
thevaluehunter
24/4/2018
13:19
Ex Dividend - Thursday 26 April
mount teide
24/4/2018
08:12
curled out of its rising channel. Could be H&S. Ex div in a few days for about 5%
edjge2
23/4/2018
16:22
Carcosa and MT Thank you :-)
shanklin
23/4/2018
16:16
They are the latest broker consensus metal price forecasts that were put in the CAML Results Presentation on the 12 April. While still below the average achieved to date in 2018, they are some circa 8%-10% above those used for Copper and Lead in QuotedData's 2018 Forecast, which produced a similar 37.5p earnings figure to that issued by Peel Hunt in early Feb.
mount teide
23/4/2018
16:13
Shanklin, Since it's you I will answer but I thought it was self explanatory(???) US dollars, price per ton. Data from CAML's last presentation
carcosa
23/4/2018
16:05
carcosa What units are you using for those numbers please and what do they relate to?
shanklin
23/4/2018
15:06
The company has provided guidance on expected commodity prices based on analysts forecasts: $6,767 - Copper $3,307 - Zine $2,488 - Lead So anything below that for the year is a miss as presumably company analysts will be guided by that.
carcosa
23/4/2018
14:09
This looks like a very good entry point. I have $150m ebitda in my forecast The price of copper is still well above the average price of $6,107 per tonne in 2017
thevaluehunter
21/4/2018
15:48
Good to see the Institutional investor herd is finally waking up to the reversion of the commodity cycle to the mean. Some of us correctly called the 8 year low shipping and commodity cycle bottom in H1/2016, went in heavily and, have been averaging up for over 18 months as the investment case continues to strengthen. Commodities are flashing a once-in-a-generation buy signal - US Global Investors hTTp://www.mining.com/web/commodities-flashing-generation-buy-signal/ 'Since the commodities supercycle unwound nearly 10 years ago, many investors have been waiting for the right conditions to trigger mean reversion and lift prices. I believe those conditions are either firmly in place right now or, at the very least, in their early stages. Among them are factors I’ve discussed at length elsewhere—a weaker U.S. dollar, a steadily flattening yield curve, heightened market volatility, overvalued stocks, expectations of higher inflation, trade war jitters, geopolitical risks and more. In addition, nearly 60 percent of money managers surveyed by Bank of America Merrill Lynch believe 2018 could be the peak year for stocks. A recent J.P. Morgan survey found that three quarters of ultra-high net worth individuals forecast a U.S. recession in the next two years. All of this makes the investment case for commodities, gold and energy more compelling than at any other time in recent memory. Exhibit A is the chart below, which I’ve shared before but recently updated with new data. Relative to equities, commodities are as cheap right now as they’ve been in decades. This is literally a once-in-a-generation opportunity that investors with a long-term view should seriously consider. For perspective, had you invested in a fund tracking the S&P GSCI or an equivalent commodities index in 2000, you would have seen a compound annual growth rate (CAGR) of around 10 percent for the next 10 years, according to Bloomberg data............... .............We all know that past performance is no guarantee of future results, but it’s doubtful you’re going to get a clearer or resounding signal that now could be an ideal time to add to your commodities exposure. If you feel as if you’ve been stuck at a traffic light these past few years, just waiting to put your foot on the accelerator, you can breathe a sigh of relief because the light may have just turned green. Goldman: Time to Overweight Commodities I'm not alone in my bullishness. In a note this week, analysts at Goldman Sachs write that “the strategic case for owning commodities has rarely been stronger.” The bank recommends an overweight position, estimating that commodities will yield at least 10 percent over the next 12 months, with most of the gains being made by crude oil and aluminum. Whereas crude traders are responding primarily to concerns that output could be disrupted by intensifying conflict in the Middle East, specifically oil producer Syria, aluminum prices have skyrocketed following the imposition of fresh U.S. sanctions against a number of Russian firms. Among them is United Company RUSAL, the world’s second-largest aluminum company, responsible for producing as much as 6 percent of global supply..................'
mount teide
20/4/2018
14:42
Private equity targeting copper mining after majors wilt on Capex - Metal Bulletin today hTTps://www.metalbulletin.com/Article/3801109/CESCO-INTERVIEW-Private-equity-targeting-copper-mining-after-majors-wilt-on-capex.html 'Private equity funds are looking to capitalize on gaps in the copper supply pipeline by investing in small-scale mining projects, Pala investments managing partner Stephen Gill told Metal Bulletin. In an interview during the Cesco Copper Week in Santiago, Chile, Gill said that copper miners face a series of obstacles in bringing large-scale mine supply into production and that a lack of capital expenditure since 2012 has brought about a deficit situation that should come into play next year. This situation provides a prime point of entry for private equity funds, such as Pala, to gain from the potential upside for copper prices by bringing smaller mines into production. “Structurally, today is a most interesting time to be an investor,” said Gill, whose Pala Investments fund is a cornerstone investor in US miner Nevada Copper. A constrained supply pipeline - The opportunity for investment funds comes in the shape of a lack of new projects in the copper mining pipeline, since prices peaked at more than $10,000 per tonne in February 2011....'
mount teide
19/4/2018
17:24
oh cheers. thank you
scottishfield
19/4/2018
16:20
sf - div payment is 25th May
mount teide
19/4/2018
16:16
ATYM is off the blocks if anyone's interested. Permit for 2nd mine in Spain seems to be progressing and resource update due. DYOR
waterloo01
19/4/2018
15:48
Yes, just had some more here. X divi next week, payment in June
scottishfield
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