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
  +1.00p +0.39% 255.75p 255.50p 256.50p 257.00p 252.00p 255.75p 366,532 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 54.0 26.6 19.1 14.3 411.01

Central Asia Metals Share Discussion Threads

Showing 1126 to 1148 of 1150 messages
Chat Pages: 46  45  44  43  42  41  40  39  38  37  36  35  Older
DateSubjectAuthorDiscuss
20/10/2017
12:12
Zinc bottomed out on Wednesday at $1.38/lb in the recent correction - still some 9% above its 2017 average price, and 45% above its 2016 average price. It has since rebounded to $1.43/lb, some 13% above its 2017 average price and 51% above the 2016 average price. Lead and Copper pricing has continued to strengthen during the recent Zinc correction. Athough Zinc remains the best performer of the 3 metals in 2017, Copper's latest run to North of $3.20/lb is significantly closing the gap.
mount teide
19/10/2017
16:46
Compared to 1 year ago copper up 50%, zinc up 36% and lead up 23%. Ebitda margin should be on the up.
thevaluehunter
18/10/2017
12:57
IMO we're on a stable level, & I don't expect a big move until the next news. Zinc prices weakened but doesn't seem to worry share price
napoleon 14th
16/10/2017
22:31
Gary1966 I see your point but CAML has historically been a zero debt company so the management clearly prefer to do things with cash. Issuing equity rather than debt is exactly their way of operating.To me that's a good sign. It's fine to leverage up for a high growth business but with a resource company like this I personally prefer slow and steady growth but high cash yield.I do hold a bit of KAZ but I'm much less comfortable with that than I am with CAML because of how leveraged they are.
samdb
16/10/2017
18:12
Hambro are new?
waterloo01
16/10/2017
17:14
CAN selling placing shares. INSIDER TRADING BY THE BIG BOYS AND THOSE IN THE KNOW BEFORE PLACING ANNOUNCED LSE and FSA does jack about it
ntv
16/10/2017
15:19
150k share buy just gone through.
waterloo01
16/10/2017
15:06
Personally the placing was the only bit of the deal I didn't like. I couldn't see why it was necessary. CAML were throwing off bundles of cash and so were Lynx. Commodity price backdrop was improving to boost cash flows even further. Surely they could have financed the deal solely with debt.
gary1966
16/10/2017
14:59
You are deadright remarkomsoc! But don't expect the FCA to do anything; they are a total waste of space.
joan of arc
16/10/2017
08:50
Odd reaction today given copper.Placing shares being sold?
waterloo01
16/10/2017
08:02
Thanks junior21 - great to see copper making a new 3 year high this morning at $3.22/lb.
mount teide
15/10/2017
20:30
Some great posts MT, thank you
junior21
15/10/2017
13:53
Just market dynamics.
basem1
15/10/2017
13:50
Wow that stinks
remarkomsoc
15/10/2017
13:48
What's the new Market Cap of the combined entity ?
serratia
15/10/2017
13:41
Well, well, my heartiest thanks to Fidelity one of CAML's major II's! We know from CAML reports now in the public domain the company has been working on the Lynx RTO since at least Jan 2017. We also now know that over the summer, major long term holder Fidelity has being selling down part of their huge 8% position, which saw the share price driven down from 250p+ to as low as 207p,(where i elected to triple my holding). In early August, Fidelity finally showed their hand by reporting a 3%+ reduction in their holding over the summer - just prior to the announcement of the RTO. Fidelity went from 8.6% to under 5% - at least a 4million trim, causing some PI's to express understandable concern as to why one long term major II was selling down in a strongly rising copper price environment. As Harry Markopolis wisely observed, the reason II's often sell or buy contrary to what compelling evidence suggests they should do is often because, they have information to work with others don't have. Consequently, following this weeks AGM, PI's that sold out during the shareprice weakness over the spring and summer must of been delighted at the wonderful news released to the market late on Friday, that after selling down nearly half their holding, Fidelity announce to the market they have turned full circle, changed their minds, like the RTO deal and, as a consequence have bought back heavily, presumably in the Placing to finance the deal and now have a holding representing some 7.94% of the enlarged shareholding! Looks like Canacord Genuity joined them, as also late on Friday they announced an increase of over 1% to 11.42%. AIMHO/DYOR Peel Hunt issued a broker note on Central Asia Metals on Thursday reaffirming its buy investment rating on CAML and raised its price target at 295p, and said it thinks the shares could double after the earnings enhancing deal.
mount teide
15/10/2017
11:29
Metal Pricing - Zinc, Lead and Copper spot pricing has continued to strengthen markedly during the last month, resulting in a further lift in average prices for 2017. Zinc Averaged $0.95/lb in 2016 Averaging £1.27/lb to date in 2017 (33.6% up, from 32.0% up in Sept) Is currently trading at $1.50 (57.8% above 2016 average and 18.1% above 2017 average) Lead Averaged $0.85/lb in 2016 Averaging $1.04/lb to date in 2017 (22.3% up, from 20.1% up in Sept) Is currently trading at $1.14 (34.7% above 2016 average and 10.1% above 2017 average) Copper Averaged $2.20/lb in 2016 Averaging $2.75/lb to date in 2017 (25.0% up, from 23.6% up in Sept) Is currently trading at $3.13/lb(42.2% above 2016 average and 13.8% above 2017 average) EBITDA 2016 - CAML $39m + Lynx $30m = $69m 2017 - H/1 CAML $24m + Lynx $34m = £58m All three metals to date in H2/2017 are continuing to average significantly higher prices than in H/1. Current spot prices relative to H1/2017 average prices are: 12.2% higher for Lead, 20.3% higher for Copper 23.1% higher for Zinc If 2017 Q4 forecast production is achieved then, barring a dramatic collapse in metal pricing over the next 10 weeks, 2017 EBITDA for CAML and Lynx combined may well top $120m in 2017 - equivalent to a 74% increase in EBITDA over 2016 for the combined operation. Source: Kitco and CAML 2017 Interims and Acquisition Presentation.
mount teide
13/10/2017
17:52
good run up today
ntv
13/10/2017
13:35
First buys at 250p since news of the RTO. L2 like Copper @$3.13/lb looking very strong.
mount teide
12/10/2017
20:30
Keep up, dear
mr.oz
12/10/2017
20:10
This has been known for weeks. It was part of the placing news.
samdb
12/10/2017
19:26
So Rakishev has disposed of over 10 million shares. what are we supposed to make of that?
joan of arc
12/10/2017
17:05
Every metal that CAML now produces is climbing to new highs.
samdb
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