Central Asia Metals Share Discussion Threads

[briggs1209] 05/1/2022 08:48

I halved my stake here. I would rather take a small loss than be exposed to unknown political risk. Maybe some short term weakness on the price.

[king_baller] 05/1/2022 01:33

Escalating anti government protests in Kazakhstan over the previous 48 hours. Not ideal for political uncertainty reasons, but I doubt it will effect kounrad output (although there are videos of oil workers walking out and joining the protests).

[casholaa] 04/1/2022 01:22

They'll need some copper for their plumbing and electrics now too

[coxsmn] 01/1/2022 11:27

https://www.cityam.com/south-africa-jubilant-as-omicron-wave-subsides-as-quickly-as-it-came-with-minimal-hospital-admissions-and-deadly-delta-killed-off/

[mw16] 31/12/2021 12:36

Good stuff

[zho] 31/12/2021 11:52

There was an update on 11th January last year

[mw16] 31/12/2021 11:50

When can we expect a trading update?

[pughman] 31/12/2021 10:27

H2 has been far stronger than H1. CAML finished 2020 with net debt of $36m, and at the end of 2021 will have circa $20m net cash. That's $1m being added to the coffers every week, as well as $49m debt repaid and $39m dividends paid out in 2021. The SASA debt will be repaid in 7 months and a 10p final dividend gives a 7% yield. When my patience is tested as a CAML shareholder, I just keep telling myself these numbers.

[cthompso] 23/12/2021 07:12

The steady job of churning out cash continues...debt free since August too!

[zho] 22/12/2021 08:43

Quiet here.

The zinc price has almost doubled since 2020 low and is now in sight of 2018 high.

[arcadian] 10/12/2021 16:23

This share seems to me to be joined at the hip with ANTO.

[coxsmn] 07/12/2021 07:10

https://www.proactiveinvestors.co.uk/companies/news/968339/five-at-five-copper-buzz-for-2022-cryptos-hit-by-the-grinch-how-to-bet-on-bt-and-house-builders-oh-and-the-ftse-968339.html

[melton john] 30/11/2021 00:02

277,867 @ 243p

[royaloak] 29/11/2021 16:49

Anyone notice the auction?

[spawny100] 21/11/2021 10:14

3 cheap dividend stocks (including an 11.7% yielder) to buy for 2022 - The Motley Fool UK

[melton john] 19/11/2021 09:42

Miners were among the top gainers as copper prices rose, with Anglo American, BHP, Antofagasta, Rio and Glencore all higher.Today's Advfn Euro markets bulletin.

[melton john] 17/11/2021 12:49

Is CAML being held back .....
No, it isn't a market maker stock the majority of trades are ALGO from institutions rebalancing. I trade too after a rise, doesn't mean I'm worried.
In an earlier life I was an electrical/electronic engineer so very familiar with the need for copper in the present economy as we change to greener, renewable energy. Any body can check back on this thread for my thoughts (unless you use the app, no search available). I have bought from £1.48 upwards and collected £1500 in dividends in the last 18 months or so and will be very happy to buy more on weakness.

One of the other uses of copper tradionally has been copper plumbing and worries about China cutting back on construction have been used to weaken the price of the main players, this affects some holders who aren't aware that CAML is one of the cheapest producers and would be one of the last to be affected if in fact there is a reduction in demand. The facts that a lot of plumbing today is plastic and also the demand for copper cables is growing exponentially balance this out in my opinion. So please everybody sell so I can buy more cheaper.

[vish65] 17/11/2021 09:22

QS99 , no there is no read across to Atym , they dont produce zinc or lead or use caml's extraction methods. Feel free to post you thoughts on ATYM on the ATYM thread as you seem to like them so much

[qs99] 17/11/2021 09:00

Looking forward to ATYM results tomorrow, see how a decent pure play copper producer is faring in these times. Some read across to CAML maybe....let's see.

Is CAML being held back with worries about overpaying for buying new assets ?

[sithuk] 14/11/2021 17:47

Can anyone help with understanding Sasa's contribution to profit? I've got the following from the H1 2021 interims.

1. Zinc
Zn concentrate production: 11,300 tonnes
Smelter payment: 84% of spot Zinc price
Zn price: $1.28/lb
Zn production cost: $0.59/lb
H1 EBITDA: $14m

2. Lead
Pb concentrate production: 15,300 tonnes
Smelter payment: 95% of spot Lead price
Pb price: $0.96/lb
Pb production cost: $0.59/lb
H1 EBITDA: $12m

Combined Zinc and Lead H1 EBITDA: $26m
H1 Tax: $2.6m
H1 Sasa eps: 10p

Is that about right?

[geckotheglorious] 11/11/2021 15:23

Whoever marked Zangdook down is "a vegetable"

:)

[the count of monte_cristo] 11/11/2021 15:01

‘TO KNOW ONE’S ONIONS’ – ‘C’EST MES OIGNONS’

P.S. whoever marked Zangdook down has no sense of humour and discriminates against vegetables

[zangdook] 11/11/2021 01:40

If you want investment advice, better find an advisor who knows his onions.

[the count of monte_cristo] 11/11/2021 01:30

Lord Gnome, I also have some advice for you, don't put all your onions in one basket.