Central Asia Metals Share Discussion Threads

[3800] 25/4/2023 19:27

0.2 USD div total

[loafingchard] 25/4/2023 19:06

4.5%? I'm sure I read 20p divi?

[dodger777] 25/4/2023 14:28

Back in caml today, seller offering, what I think, is a great opportunity with added bonus of around 4.5% in dividend when it goes ex dividend on Thursday 👍🏻

[garycook] 21/4/2023 08:38

Topped up here for the Dividend next Thursday. Looking cheap atm

[zangdook] 21/4/2023 07:57

It's not a given that they would move. There are something like 15 AIM companies over £1b and 4 over £2b.

[kael] 20/4/2023 14:50

Has there ever been any mention by the board for a full listing, if aiming for 1bn mcap, caml doesn't really belong in aim. GVC made the move also from AIm after their big acquisition.

[1knocker] 20/4/2023 14:42

I live in hope Kael !!

Anyhow, my CAML holding is now complete. Nothing is certain in life, and certainly not Aim stocks, especially those operating in 'exciting' jurisdictions, so I set strict portfolio limits. Its so easy to be seduced by the temptation to buy 'just a few more' when an apparently attractive stock falls in price.

[kael] 20/4/2023 13:50

Yield will provide support, historically caml does very well on ex div day, I seem to remember one time it finished up on the day!

[1knocker] 20/4/2023 12:15

I topped up with another 25% at 226.39 this morning. I hope I don't live to regret not waiting for it to go ex div, or for another border flare up.

[melton john] 19/4/2023 06:11

On today's Dow Jones news .China's economic rebound is still expected to support solid demand for copper this year, RBC recently raised its 2023 copper-price forecast to $4.00/pound from $3.75/pound previously, as China's recovery and tight metal markets outweigh factors, such as slowing growth in other countries and improving production in Peru and Chile.

[zho] 17/4/2023 14:25

In our Q1 Outlook, we forecast higher copper prices in 2023, but also wrote that after the initial rally, driven by traders and speculators preempting a pickup in demand from a recovering China, the hard work begins to support those gains, with an underlying rise in physical demand needed to sustain the rally, not least considering the prospect of increased supply in 2023, as several projects go live. Overall, we see copper trade predominately within the $3.75 to $4.50 range during the coming months, before eventually breaking higher to reach a new record sometime during the second half.....

[bluemango] 12/4/2023 17:17

VSA Capital has a broker note out today for CAML, target price 300p.

[mrscruff] 12/4/2023 07:25

I had financial trend data in trading view including forecasts showing this trend down near the peek. Every stock becomes overvalued and undervalued as a result. This should start to reverse as net sellers should be out and buyers start coming in. For this reason I have started adding again this morning. Can't pick the bottom but this is near enough.

[pughman] 11/4/2023 09:45

I can see why the share price has come off. People have done the numbers, and seen H2 22 was well down on H1 22. To date in H1 23, that has continued. If metal prices continue as they are, and following the company's strict adherence to its dividend policy, I'd expect the interim dividend to be cut to 8 pence tops.

[the count of monte_cristo] 11/4/2023 08:16

What about closer to home, at EST's emerging copper project in Kaz? Small JV into that project perhaps.

[leopoldalcox] 10/4/2023 12:45

Plenty of copper in that part of the world

[serratia] 06/4/2023 22:09

In one of their presentations they said they'd looked at Namibia / Botswana in detail. Some interesting stuff there.

[lord gnome] 06/4/2023 21:09

Somebody at Shares trying to set a hare running, then.

[meanreverter] 06/4/2023 20:26

In an answer to a question after his presentation



Nigel Robinson explicitly ruled out Latin American jurisdictions when considering potential acquisitions.

[scrwal] 06/4/2023 16:06

Can't see them looking at South America. Expansion somehow in Kazakhstan more likely unless they want to change their name to Global Metals.
They could link up with East Star Resources.

[zangdook] 06/4/2023 15:29

Hm. Producing assets might be preferable to undeveloped ones.

[lord gnome] 06/4/2023 15:24

'The Carajás province in Northern Brazil is home to some of the largest undeveloped copper-gold resources in the world.'

[lord gnome] 06/4/2023 15:13

That's a useful bit of intelligence, Harris. Good spot. Something not in the public domain for the likes of us mere private investors.