Central Asia Metals Share Discussion Threads

[v11slr] 10/8/2022 17:59

Being in Kazakhstan do they use Russian oil and gas?

[loafingchard] 10/8/2022 17:41

Anyone care to have a stab at what CAML cost increases may amount to?

[zho] 10/8/2022 09:02

ATYM have dropped 9% this morning, presumably as a result of this:

"However, as a result of the ongoing conflict in Ukraine and the inflationary environment globally, our costs have increased materially since last year and it is likely that current conditions will persist for some time. High electricity prices are having a notable adverse impact, along with consumables linked to the price of energy, such as explosives and diesel. "

[schmally] 08/8/2022 13:35

Looking forward to CAML being debt free within the next 1-2 months with a potential acquisition then on the cards and/or a chunky special dividend. This is just a cash machine at present and a perfect income generator as part of a diversified portfolio. Holding strong and may look to add further on any dips around the 220p level

[yawn1971] 29/7/2022 09:28

Back to 280 ?

[spawny100] 14/7/2022 08:55

Damn I'm looking silly selling these for ATYM right now!

[338] 12/7/2022 08:16

Interim dividend to be announced in September

[338] 12/7/2022 08:15

Debt facility to be repaid in Aug

[zho] 12/7/2022 07:42

>>Net cash of $45m.>>

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

[spoole5] 12/7/2022 07:01

Net cash of $45m. Excellent update.

[sunbed44] 11/7/2022 14:41

Betta things elsewhere Ill be back though watch and his space

[garycook] 11/7/2022 13:04

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 12:25

Just look at the graphs

[sunbed44] 11/7/2022 12:25

This stock is the pits

[yawn1971] 07/7/2022 16:11

New china stimulus package for H2 helping here I feel

[spawny100] 07/7/2022 14:49

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

[rimau1] 06/7/2022 15:32

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 13:44

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 12:54

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

[riverman77] 01/7/2022 18:58

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 18:08

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?