Central Asia Metals Share Discussion Threads

[338] 12/7/2022 07:16

Interim dividend to be announced in September

[338] 12/7/2022 07:15

Debt facility to be repaid in Aug

[zho] 12/7/2022 06:42

>>Net cash of $45m.>>

And that's ater a 12p H1 dividend. Not bad.

[spoole5] 12/7/2022 06:01

Net cash of $45m. Excellent update.

[sunbed44] 11/7/2022 13:41

Betta things elsewhere Ill be back though watch and his space

[garycook] 11/7/2022 12:04

Copper,Lead and Zinc been smashed.What do you expect.Be patience and wait for the rebound,when Metal prices recover !!!

[sunbed44] 11/7/2022 11:25

Just look at the graphs

[sunbed44] 11/7/2022 11:25

This stock is the pits

[yawn1971] 07/7/2022 15:11

New china stimulus package for H2 helping here I feel

[spawny100] 07/7/2022 13:49

The market is suggesting I was wrong to swap CAML for ATYM so far. Such is life!

[rimau1] 06/7/2022 14:32

I’ve joined here, i am very underwater at TKO but as a long term investor i am a copper bull. Relatively ok with the geopolitical risk albeit its the only bear point for me (i also bought ALTY on the harsh drop to 80p last week). I make it almost a 10% yield at £2.07, i am also expecting a H1 update this week so lets see how we go. Not expecting anything other than a steady as she goes update, settle for reconfirming output guidance and a decent net cash position? AISC will have jumped on coal and other higher input costs but i am hoping this along with the copper price fall is priced in now.

[santangello] 05/7/2022 12:44

200p target looming large for a repurchase.......hope that suppprt holds, if not it does not bear thinking about, at least till results .

[coxsmn] 02/7/2022 11:54

P/e 4.83x, dividend 9.1%, net cash 69M usd

[riverman77] 01/7/2022 17:58

ATYM doesn't have the political risks but is a higher cost producer so more exposed to rising energy and other costs. As a low cost producer CAML should have more of a cushion. Would happily hold both, but on balance I still favour CAML, which also benefits from having a second mine (zinc and lead) for diversification.

[zho] 01/7/2022 17:08

Article from 6 days ago:

Tensions flare between Russia and Kazakhstan over war in Ukraine

Just a few months ago, Russia intervened in Kazakhstan to help put down a popular revolt. But can the relationship between the two countries survive Russia’s assault on Ukraine?

[santangello] 01/7/2022 14:55

Out at 227p, looking to reload around 200p.

[spawny100] 30/6/2022 09:41

Well fwiw I decided to sell my holding here and switch straight to ATYM because of possible political risk. I may be wrong to do to but current events and trajectory are making me uneasy. Also sol my STCM for same reason (and they can't seem to sort their dividend situation too).

[fuji99] 30/6/2022 08:43

You said it all zangdook: "as long as it doesn't start oppressing its Russian population." - This is the best excuse for the supporters of the ex. USSR to reclaiming their "lost" republics back - even if the excuse is not valid they can stir confusion themselves to validate it - KGB on hand ... IMO this is why the likes of Finland and Sweden are joining NATO. They know pretty well what's in the pipeline for Russia neighbours.

[zangdook] 30/6/2022 08:35

But what is "that region"? Russia borders everything from Norway to North Korea. Is Alaska risky? Are the countries that are goading Russia risky? Kazakhstan has a policy of keeping to itself, it may be safer than a lot of places, as long as it doesn't start oppressing its Russian population.

[spawny100] 30/6/2022 08:28

I've come to a similar conclusion fuji. And Trusses dangerous, stupid and belligerent rhetoric saying "Defeat Russia first and negotiate later" seems to indicate that the UK is very keen to escalate things into a wider war.

[fuji99] 30/6/2022 08:19

Agree that any business within a radius of Russian reach, could be affected by the on-going Ukraine conflict. The main problem is that nobody knows when the conflict will end nor if it won't escalate further engulfing many surrounding countries. IMO as long as the Russia/Ukraine conflict is on-going, I would avoid any business connected to that region.