Central Asia Metals Share Discussion Threads

[garycook] 04/11/2020 09:47

Hi Gary,


Thanks for your email to our info@ account. I can’t really add much more for now but wanted to acknowledge your email and sentiments.


We appreciate that dividends are important to our shareholders and intend to update the market in the coming weeks.



Kind regards, Louise



Louise Wrathall

Director of Corporate Relations



Central Asia Metals plc

Sackville House

40 Piccadilly

London

[longterm95] 03/11/2020 18:57

Anyone seen and got any thoughts on the 2 late trades that have popped up after hours today. 110k volume and 100,000 volume ones... I reckon that slightly dragged the price back from 1.747 that it hit early in the morning but not to fussed about daily moves him as target still around the 300p mark for 2021... thanks

[longterm95] 02/11/2020 18:50

Great article on copper deficit and predicted copper price for Q2 2021: hxxps://aheadoftheherd.com/Newsletter/2020/As-China-goes-green-copper-market-expected-to-tighten-further.htm

[zangdook] 02/11/2020 13:06

to be fair it wasn't him that raised the subject of the FTSE100, and he was as restrained about it as he could be without directly contradicting the interviewer, I thought.

[pughman] 02/11/2020 10:35

Both mines faced minor Covid disruptions this summer, I would expect more prolonged issues this winter. This talk of FTSE 100, hold your horses Nigel. Don't fancy another reverse takeover like SASA, while finding another gem like Kounrad would cost $600 million+. SASA and Lynx debt will be paid off October 22 and CAML will then be swimming in cash. I expect CAML to be taken out before then, I fear on the cheap

[longterm95] 02/11/2020 09:25

Price looking strong around approx 170.5p this morning.

[eagleblue1] 01/11/2020 08:44

I should think we'll see a fear driven pullback in the share price, even though we know European lockdowns have little bearing on China's appetite for copper stockpiling. A couple of things could prevent that - the dividend returning, and the pound dropping (lockdown plus more QE from the BofE). There might also be a narrow window of opportunity for US investors to buy into good British stocks before their own currency is probably pulled down by the likely Biden victory on Wednesday (which should in turn be good for copper). As ever though CAML has a mind of its own so who knows!

[longterm95] 01/11/2020 01:43

Very interesting watch that. China’s new plan + stockpiling and as the video suggests and as we know Copper prices are only going up due to huge demand from China and their plan to become carbon neutral by 2060. They consider these prices very cheap. Biden winning the election will mean that US follow in similar footsteps in terms of increased copper ‘need’ due to pushing green so that would be very positive as well. All in all things are looking very good in terms of copper prices and as a result the share . Cheers for the vid .

[3noddy] 01/11/2020 00:51

Crux investor interview. Starts with copper, gets onto zinc at about 40 mins in.

Tin sounds promising....may be Nigel could buy us a Tin mine with all that spare cash.

[longterm95] 01/11/2020 00:37

I disagree tbh, what would warrant that ? The lockdown is in UK and the election is in America, both countries we do not have exposure in. Mining stocks should stay strong during this spike and it’s the other sectors that will take a hit.

[lord gnome] 31/10/2020 23:33

Just what I needed - another buying opportunity.

[simplemilltownboy] 31/10/2020 21:33

LT95, I personally think there will be a share price drop across the board, although airlines and hospitality will see the biggest decline IMO. I'm expecting a 5 to 10 pence drop, with a swift recovery during the week. GLA

[longterm95] 31/10/2020 19:04

Opinions on the U.K. lockdown? Shouldn’t change too many things for us - general conscientious seems to be that mining stocks are the ones to be in and commodity prices will rise hence a positive for CAML amidst any possible panic in retail / airline stocks for example . Would you guys agree and if so should be a good week.

[longterm95] 31/10/2020 09:35

Exactly an interview as recent as this with positive content regarding dividends , balance sheet , potential expansion and info regarding opportunities they would consider should as a minimum have been put on their twitter . I actually found a few others from April which I’ve looked at but this one being as recent as 21st October should’ve been highlighted like you said as it would’ve had a positive impact on share price as well. Good luck all

[eagleblue1] 31/10/2020 08:17

Good find LT95, thanks. A minor criticism but I wish CAML or their PR agency shouted a bit louder about these presentations as they tend to be really informative even for existing shareholders. Interesting to hear about expansion ambitions - I'd be happy to see the some of the profits being made from copper in particular invested in new opportunities, even if it hinders dividend growth.

[longterm95] 31/10/2020 02:51

I think he’s included like reputational damage in this so through corporate social responsibility etc...

[zangdook] 31/10/2020 00:08

He talks about remediating the damage from the tailings leak over the next year to 18 months. I didn't realise it would take that long.

clickable link

[simplemilltownboy] 30/10/2020 20:25

Thanks for the video, Nigel was very confident on the divi being reinstatement. Interesting discussion about about the balance sheet and future acquisitions.

[longterm95] 30/10/2020 19:31

So frustrating the link doesn’t seem to be working but for anyone wanting to watch it type “Central Asia Metals China Mining Club” into YouTube its a VSA capital video. I will stop posting now 😂

[longterm95] 30/10/2020 19:26

Sorry 21st October interview l linked here again as other one doesn’t seem to be working : hxxps://youtu.be/BVHXB9Drl44 - he also discusses wanting to increase the market capital and possibly get into FTSE 100... all positive

[longterm95] 30/10/2020 19:16

hxxps://youtu.be/BVHXB9Drl44 - interview from 21st October so very recent - explains the business in detail and Nigel states “we are considering very strongly reinstatement of our dividends in the near future “ which is of course very positive . - not sure if you guys had seen this as I just came across it on YouTube so for anyone that hasn’t it’s worth a watch.

[longterm95] 30/10/2020 16:58

Interesting thought Mount. Well for starters I believe the increase in copper prices will be seen in the next year and like you pointed out deficit has been predicted over the decade. So the question is then what do you believe the appropriate market cap is for the company over the next 2 years or so if copper price above or around $3.5 is achieved ?

[mount teide] 30/10/2020 11:07

With copper demand forecast to materially outstrip supply over the next decade, and against a backdrop of decade low stocks, record low production development CAPEX over the last 5 years and, a copper price of at least $3.25 needed to materially trigger investment in new supply; for a low cost operator like CAML, capable of achieving a 60% operating margin when industrial metal prices were recently again near decade lows, i'm more interested in where the valuation of the company is likely to be in 3-5 years, when metal prices are very likely to be materially higher, perhaps much higher.

[longterm95] 30/10/2020 10:56

Also forgot to add I guess I jumped in a bit early on Monday at 1.724 as I thought it would be on the rise but I guess long term wise (no pun intended with name haha) that shouldn’t be an issue so again good luck all. I know I asked you for a target before but I firmly believe the way the business is going and if the commodity prices hold up especially copper which it should with the growing demand from a China and economies recovering & predicted deficit , a price at or slightly above £2 by Christmas isn’t a ‘Christmas Miracle’ so to speak and looks like an achievable one .