Central Asia Metals Share Discussion Threads

[zangdook] 13/3/2023 19:22

Fool is a complete waste of bandwidth since they closed their discussion boards.

[scrwal] 13/3/2023 12:20

Fool make loads of mistakes on their "yields" even including buy backs in the % shown.
They were reviewing a share , forget name, saying how good the yield was so I looked into it only to find an rns 3 months earlier stating a change in dividend payments which halved the yield quoted by Fool.

[cshfool1] 13/3/2023 10:52

mentioned on fool.co.uk as a possible dividend focused share investment quoted at 5.7% yield, "without a cut."

I can only assume that the writer has used 8p+8p for the dividend and not 12p+10p, however although the share price, nor payout is not given but that seems a plausible error.

I make it 22p/259p = 8.49% without a cut.



Anyway I will drop them a note to clarify.

csh

[zho] 03/3/2023 11:09

>>Worth watching by shareholders here>>

Yes, well worth watching, albeit that the implications are pretty grim.


GoRozen's recent Q4 2022 commentary has a couple of pages on copper, from p.35:

[bluemango] 16/2/2023 20:27

Interesting video on energy transition, demand vs supply etc. Worth watching by shareholders here, for the frequent mention of copper and predictions of demand in coming years (and therefore the impact on pricing). With thanks to tonynorstrom1 on LSE.

[1knocker] 03/2/2023 21:45

I would welcome a decent pull back first, as I want to top up!

[kael] 02/2/2023 12:26

No brainer it breaks out to the upside and enters new range, just a question of time.

[zho] 02/2/2023 11:15

At AOTH we’ve been writing about the coming copper supply deficit for years, while mainstream media kept quiet on the issue.

We were among the first to report on how a decline in productivity from existing copper mines, driven by open-pit to underground expansions, and a decline in ore quality, has been combining with a lack of new discoveries, to produce a shortfall of mined copper supply at exactly the wrong time. i.e. just as the demand for the red metal is ramping up due to the global electrification and decarbonization trend.

While experts say we could be looking at a 10-million-tonne deficit in at little as two years, in fact the shortfall could come even sooner, thanks to a number of supply-side events that have taken place recently....

[lord gnome] 01/2/2023 17:09

Shame it dropped back towards close of play. What looked like a clear breakout if it had closed at the day's highs is now a three-year double top. So then, do we pull back from here or motor on? Don't hold your breath, it's a long wait until 8am.

[melton john] 01/2/2023 15:03

I wonder if some news about to break, perhaps they've found an acquisition, I have no idea just thinking out loud. Interesting breakout.

[lord gnome] 01/2/2023 14:36

Three-year breakout.

[yawn1971] 01/2/2023 13:26

Release the Camel !

[yawn1971] 18/1/2023 16:57

Chunky buys after hours !

[melton john] 16/1/2023 11:49

I like Stockopedia too Thorpematt, further to your post

Return on Capital 29.8%
Return on Equity 26.8%
Operating Margin 57.97%

A quality company, no wonder they paid down debt so quickly with that margin.

[ayl30] 12/1/2023 07:09

*BERENBERG RAISES CENTRAL ASIA METALS PRICE TARGET TO 340 (280) PENCE - 'BUY'

[thorpematt] 11/1/2023 12:24

(I have held this one for a little while now). I think it's just about the best exposure to Cu there is. I also have some PXC and AAL for the record.

But in any event I was just updating my notes in Stocko for this one further to the update. It appears to have a stock rank of 100 which you don't see very often!

On Kazakhastan I think you will always get noise from Russia, but I actually perceive the risk of physical problems is LESS likely since the Ukraine invasion / war, not more likely.

The political risk is MORE than priced in IMO. There are very few places in the world where it is not a factor in one way or another. Even in Europe you have the ever present spectre of windfall tax and regulatory u-turns and climate policies and tarrifs (comes with the resources-sector territory in other words). Hence a little diversification makes sense IMO.

[melton john] 10/1/2023 15:17

From what I've seen of Kazahkstan it seems a really decent place to live. Politically stable and looking after the population's health and education, and a thriving economy. We could do a lot worse

[tag57] 10/1/2023 13:52

Thanks for your suggestions, I will take a look at each and go from there.

[lord gnome] 10/1/2023 12:53

True, but they won't be spending the bank balance on a special dividend while they are looking.

[lauders] 10/1/2023 11:47

They will be building up the war chest for the next acquisition.

If they can find one they like. Seems "challenging" at present.

[lord gnome] 10/1/2023 11:39

We can hope for a good final dividend, but I doubt we will see a special. They will be building up the war chest for the next acquisition.

[nickwild] 10/1/2023 11:07

rns doesn't show on Stockopedia but does on LSE website.

[santangello] 10/1/2023 10:06

Special Dividend ahead perhaps ?

[malcolmmm] 10/1/2023 08:26

Love that chart,ATM a good trading share