 FROM THE LINK -
Why Central Asia Metals Could Be a Hidden Gem for Investors
When it comes to investing, it’s not always the big, flashy names that deliver the best returns. Sometimes, the quieter, more overlooked players offer the most interesting opportunities. One such name to keep on your radar? Central Asia Metals (CAML), especially as its pulled back to year lows and not much higher than its 5 year low!
If you’re a retail investor looking to add a little diversity to your portfolio, here’s why this small-cap company might be worth a closer look.
What Does Central Asia Metals Do?
Central Asia Metals is a UK-listed mining company with operations in Kazakhstan and North Macedonia. They’re focused on extracting three key commodities: copper, zinc and lead. These metals are essential for modern industry, especially as the world transitions to greener technologies. Copper, for example, is vital for electric vehicle production and renewable energy infrastructure, while zinc plays a critical role in construction and battery technology.
Think of Central Asia Metals as a company that profits from the backbone of the green revolution—without the hype attached to some bigger players.
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Maverick247 - Could you explain your hyperlink to give others confidence to click on it. |
HTTPS://smallcappix.com/blogdetail?id=54 |
Copper price is trying to climb back up to the drop on Trump winning. |
Heading higher |
Rock solid company paying a great dividend. Price is languishing from recent highs of 230p approx but has every potential to reverse. |
Still a good play.. Regarding growth, Ferrar outlined the company's search for transformative acquisitions while maintaining a robust balance sheet with $56.3 million in cash and no debt.https://www.proactiveinvestors.co.uk/companies/news/1060852/central-asia-metals-low-cost-copper-and-zinc-operations-one2one-investor-forum-1060852.html |
Feels like it's clear to recover a bit now |
CAML's pool of metals are circa 8% higher than this time last year, plus the dollar has appreciated circa 6% against the tenge/denar, lowering the cost base. It all helps. |
Official short position now below threshold. |
11.26% divi yield given up by someone, and snapped up by someone else. If the seller were my investment manager / pension manager I'd be very, very disappointed.
Blue today as hoped 👍 |
wow that was a big clearing trade, must have been in the system a while.. and probably was dragging it down. should perk up from here |
Has it turned maybe... hoping that is an overhang cleared. Bought a few more at 161.5 At least it will be a good yield if nothing else. |
Nearly 3% of the company in that single 5.7m trade. Hoping that's the reason for recent weakness - the final lump from a big / persistent seller. |
Chers Bozzy, always good to get another opinion or two. |
The way I interpreted it Tag was, the divi will remain above target 30-50% free cash flow while there's no need for cash in the business. If they identify an acquisition (seems they're very fussy / diligent on getting something which will add value for shareholders), they might divert the dividend towards paying for that.
In the short term, 9p per 6 months seems a safe bet. Anything which changes that ought to add several pence to the share price if/when announced. |
Anyone have an opinion on what Gavin Ferrar had to say about the sustainability of the dividend. Obviously to cover the current dividend level they are using a significant amount of cash flow (around70% I think) and to me, he didn’t give a full throated support of maintaining the divi at its current level. He did say he expects production to increase once the current capex projects are completed but not sure this will increase cash flow sufficiently to get divi payments back towards the current policy of 30-50% of cash flow paying for it.
I already have a decent holding here at around £2/share so looking at potentially averaging down. |
Thanks for that zho. Very decent presentation. I learnt a lot about the Kounrad project - the fact there's no actual mining going on, and therefore their copper costs are ridiculously low at $0.78 / lb. I'd love my own business buying stuff at 0.78 and selling at 4.10 !! |
Last Thursday's Proactive presentation: |
Yes well I don't think there is any such a thing as "green", but I was referring to the political context.
We will have to disagree and wait and see what happens :-) |
Matty bhoy
According to Friedland Nickel is not a green metal, he should no as it was Voisey Bay that really made him. The Scotland stuff will never become a mine, the environmentalists won't let it happen. |
I am inclined to think that the drag on the price is the question where future capacity comes from, and at what price. |
“ Selling at the Low buying at the Top is the biggest mistake you can make.”……..obviously. But unless you have a Time Machine you don’t know where those prices are. Im not saying that now is a good time to sell for holders, it’s just a good time for me and my portfolio. |
I noticed a big sell for 158k around 10am. That could be the seller out fingers crossed. |
Selling at the Low buying at the Top is the biggest mistake you can make. Seen it all before and I’ve done it. Like I said it’s a very well run company which makes good profit and pays a good dividend. I’m looking for a good bounce back above £2 over the next few months, there’s at least a pound profit from here with the fundamentals alone. |
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