Central Asia Metals Share Discussion Threads

[mronions] 24/5/2022 10:55

Hi guys, I hold a small amount of CAML (amongst other copper plays), but I would seriously still consider switching some of your asset into ATYM. Just listened to Q1 call (it is on replay) its just is such a better position.
Obviously DYOR.
But heads up, go listen to ATYM Q1 call, its a different class.

[andydaf] 13/5/2022 05:34

My mistake was looking at the $4 a pound and didnt convert!seriously though considering china has shut down prices have held up well,GLA

[meanreverter] 12/5/2022 20:47

The latest copper price I can find is $9365.85 per tonne.

[andydaf] 12/5/2022 20:10

Good company this imho.Low cost producer and debt free.Reality is zinc3500,lead 2200 copper 4000 this company is still printing money.China shutdown and dxy strength bound to effect commodity prices.Remenber this company charges in dollars and profit is converted back to pounds.Long term the future is bright for these commodities as the west will have to turbo charge its push to green energy as quite frankly i can not see russia ever dealing with the west again.Imho opinion short term pain here for long term gain.Also indebted assets may well pop up for purchase at firesale prices.GLA and DYOR

[the_gold_mine] 12/5/2022 16:15

Zho: I guess he made that interview before China ramped up the lockdown action.

Terribly disappointing to see a country which has shown such pragmatism moving closer to free-market capitalism (China) lurching back into unworkable strategies with covid.

Copper chart looks terrible, Banzaiiiii!

[zho] 12/5/2022 15:20

This is an interview with Saxo Bank's Ole Hansen from a couple of weeks ago. He's +ve on the long term picture for copper, oil and other commodities.



Accompanying slides at

[haywards26] 12/5/2022 11:30

Just bought back in...

[jon107] 11/5/2022 22:27

This will go. We need to be patient and keep on taking that nice divi.

[casholaa] 11/5/2022 22:25

How do I perpetually pick excellent mining stocks that never seem to go anywhere!?!!?!?

[bozzy_s] 11/5/2022 17:27

^ IC tip was from 41 days ago .... buy at 240p. In hindsight a good tip, as it went up to 280p.

Tip style
INCOME

Risk rating
MEDIUM

Timescale
LONG TERM


Bull points
Low-cost, high-margin miner
Copper markets remain tight
Kazakhstan stable despite January protests
Consistent and improving dividend yield

Bear points
Mining change at Sasa poses risks
Kazakh-Russian bilateral alliance

[spoole5] 11/5/2022 13:43

https://www.investorschronicle.co.uk/ideas/2022/03/31/caml-stays-cool-as-metal-markets-heat-up/

[frazboy] 10/5/2022 12:13

Quite a tumble here, it held up well initially it has to be said. Subject to commodities not heading significantly further south there looks to be good, if a little risky, value. After payment of the dividend I make net cash balances at HY about $50m.Anyone have any views to the contrary?

[lauders] 08/5/2022 09:10

A good session on commodities IMHO. Some nice charts and still a good case for the metals CAML mines.



Channel 11 News host and DoubleLine Portfolio Manager Ken Shinoda welcomes DoubleLine Portfolio Managers Samuel Lau and Jeff Mayberry to discuss the value of adding commodities to one’s portfolio in a period of high inflation and rising interest rates. Mr. Mayberry frames the discussion by addressing concern that investors might have on whether they missed the boat on commodities and if commodities have any more room to run after their rally from pandemic lows (1:10). Subjects covered include the commodity supercycle driven by China from 1999 to 2009 (1:56); industrial and precious metals, including gold’s lackluster performance in a period of inflation and geopolitical volatility (4:07); the need to diversify beyond the 60-40 portfolio (10:23); and how constrained supply for energy (23:37) and industrial metals (29:45) and a global push into green energy could continue to support commodity prices (35:11). Other topics include the impact of the Russia-Ukraine war on the commodities market (12:24) and what recovering auto and air travel mean for oil prices (17:44). This episode was recorded April 28, 2022.

[malcolmmm] 05/5/2022 17:41

xd fall, hopefully recover in a couple of weeks . Nice div, good time to buy imo

[lord gnome] 05/5/2022 11:51

Thanks spoole5. I had quite forgotten that. Makes me a feel better now.

[spoole5] 05/5/2022 09:58

Ex the 12p divi today.

[malcolmmm] 03/5/2022 15:39

Will fall back ex div but recover

[nickwild] 03/5/2022 09:49

ex div for 12p end of trading tomorrow

[r9505571] 02/5/2022 21:18

China's $2.3 Trillion Infrastructure Investment Plan On Tuesday China's President Xi Jinping said all-out efforts must be made to spur infrastructure spending. He made the comments at a Central Committee for Financial and Economic Affairs meeting, although the plan was originally announced earlier in the month. China is using infrastructure spending to stimulate economic growth which is under pressure due to Covid-related lockdowns and a slump in the property market. It is hoped that this spending will help the country achieve its goal of 5.5% GDP growth this year. Local governments have been given targets totalling $2.3 trillion to invest in industrial park infrastructures, transportation facilities, and low cost housing, and these will be financed by special bonds. President Xi's remarks helped China's and Hong Kong's stock markets outperform global markets last week. Commodity prices and the shares of commodity-producing companies are closely tied to infrastructure spending in China. In the late 1990s and early 2000s, China's massive investments in infrastructure led to a boom in commodity prices and the share prices of commodity producers as China quickly became the world's largest consumer of iron ore, copper and coal.

[garycook] 29/4/2022 03:30

Feel sorry for investors selling at 264.50p,and then the UT 270p. Marketmakers totally taking the mick with CAML share price

[malcolmmm] 28/4/2022 21:05

But some do,big buys coming in last thing

[spoole5] 28/4/2022 14:31

Lots of people not wanting the bumper dividend!

[malcolmmm] 27/4/2022 16:27

This is my favourite