Central Asia Metals Share Discussion Threads

[the count of monte_cristo] 25/8/2023 11:27

Indeed, just added. Average buy price is now 187p, happy to hold these for the next few years and take the dividend while waiting for the looming copper crisis to squeeze prices ever higher, might take a few years for that to happen.

[kael] 15/8/2023 18:07

No buyers. Results in a month and the end of holidays. Touch grass and come back to a juicy dividend.

[2603] 15/8/2023 10:51

Couldn’t wait to mark it down and sell it off. 10 points in 2 days on no volume.

[arlington chetwynd talbott] 14/8/2023 20:25

Kind of feels like the markets had a look over the edge of a cliff this afternoon, but have now drawn back a bit. All still feels a bit fragile.

[melton john] 14/8/2023 17:06

Has the pope got a balcony.

[fionascott1234] 14/8/2023 16:44

I would love to know if Lucy Tobin of The Sunday Times has sold her holding.

[bubloo] 10/8/2023 13:06

thx flagon

[flagon] 10/8/2023 09:22

Go to archive.ph and take things from there. I use the Google extension which can be found on the archive homepage ... good luck.

[bubloo] 10/8/2023 08:53

Dear Flagon
Can you please help to educate me about how do you get clickable links of articles under payable news
MT

[1knocker] 09/8/2023 17:07

The trouble is that production costs have been rising too,

[bozzy_s] 07/8/2023 13:40

If nothing else, it's nice to see a bit of blue! It's been an utterly miserable few months for mining companies, despite pretty high metal prices.

[johnrxx99] 07/8/2023 13:13

Yep, will the bounce last?

[1knocker] 07/8/2023 12:17

A weekend press tip often seems to be followed by a bit of a bounce, sometimes even in quite large cap stocks. The question is: how long will it last? Anyone thinking of topping up should probably wait at least until next week.

[roses09] 07/8/2023 09:55

Nice tip by Lucy in the Times....

[johnrxx99] 07/8/2023 08:14

that's nice

[flagon] 07/8/2023 07:14

Clickable link :

[2603] 07/8/2023 07:11

Please could someone copy paste article.

[zho] 06/8/2023 09:43

Well spotted.

Share tip: You could mine a rich seam with CAML

Apart from having the cash for deal-making, CAML stands to benefit from strong future demand for its metals. Berenberg analyst Richard Hatch flags the miner as “among the lowest-risk, highest-yielding stocks of our coverage, yet it remains overlooked from a valuation standpoint. We would encourage investors to revisit the investment case of this quality name.” Buy.

[arlington chetwynd talbott] 06/8/2023 08:33

Sunday Times tip.

[dougmachin] 04/8/2023 03:38

Sparklive interview:

[2603] 03/8/2023 17:34

Does anyone have a link or know how i can watch the sparklive interview cheers

[dougmachin] 03/8/2023 15:59

Just re-watched the presentations. One thing that Nigel Robinson (CEO) kept stressing was the dividend and how important this is...

So for 2021 (8p & 12p) and for 2022 (10p & 10p), the hope would be that the interim dividend will be 10p again.

Potential concerns I noticed:

[1] Zn prices in 2023 H1 seem to be slightly lower than in 2022 overall.
[2] Cu production guidance for 2023 of 13000-14000 is slightly less than 2022. Having said that, in 2022 Q3, CAML increased Cu guidance to 13500-14000 and finally produced 14254. In 2022 H1, produced 6617 tonnes of Cu and in 2023 H1 produced 6716 tonnes of Cu. So it seems, as per pughman's post, Q3 is a crucial quarter.
[3] The Sasa impairment charge, I feel, has knocked some confidence in the BoD.

The positives I noticed:

[1] Cu price for 2023 H1 seems to be the same as 2022 overall, but hopefully will strengthen further during 2023 H2...
[2] The elevated 2022 electricity costs should have gone down a lot.
[3] There are now no debt repayments, but (I believe) about 28-30 million in capital expenditures for 2023. After this, hopefully, available capital will be able to go toward an acquisition.

It's certainly taking shape...

[spawny100] 03/8/2023 08:48

Not just CAML. Bloody everything!

[dougmachin] 03/8/2023 08:48

CAML share price kind of annoying at the moment !!