Central Asia Metals Share Discussion Threads

[fuji99] 20/12/2024 09:20

Agree and this is one stock to have in any diversified portfolio.
The yield istself is the big plus.
Say owning around 10.000 shares will yield almost £2000 per year
which is far better than any bank or building society.
Any additional rise in the share price is cherry on the cake.
So Just accumulate and collect the dividends for a start.

[dougmachin] 20/12/2024 08:09

Not me. People were chasing this up to 230p not too long ago. And 290p in 2023.

I got some more.

[hericsaba] 20/12/2024 08:08

Copper, Zinc and Lead price also dropped 5-7% in the last 2 weeks, I guess it explained most.

[aishah] 20/12/2024 06:25

Who is selling and why?

[tonytyke2] 19/12/2024 16:35

Yep, added a few more this afternoon, must be around a 12% yield now.

[fuji99] 19/12/2024 14:46

Interesting entry point as it reached its lower base (around 152p) today.

[maverick247] 16/12/2024 09:29

It's a blog article on CAML mate

[dougmachin] 16/12/2024 08:56

FROM THE LINK -

Why Central Asia Metals Could Be a Hidden Gem for Investors

When it comes to investing, it’s not always the big, flashy names that deliver the best returns. Sometimes, the quieter, more overlooked players offer the most interesting opportunities. One such name to keep on your radar? Central Asia Metals (CAML), especially as its pulled back to year lows and not much higher than its 5 year low!

If you’re a retail investor looking to add a little diversity to your portfolio, here’s why this small-cap company might be worth a closer look.

What Does Central Asia Metals Do?

Central Asia Metals is a UK-listed mining company with operations in Kazakhstan and North Macedonia. They’re focused on extracting three key commodities: copper, zinc and lead. These metals are essential for modern industry, especially as the world transitions to greener technologies. Copper, for example, is vital for electric vehicle production and renewable energy infrastructure, while zinc plays a critical role in construction and battery technology.

Think of Central Asia Metals as a company that profits from the backbone of the green revolution—without the hype attached to some bigger players.

...

[xamf] 16/12/2024 08:37

Maverick247 - Could you explain your hyperlink to give others confidence to click on it.

[maverick247] 13/12/2024 14:01

HTTPS://smallcappix.com/blogdetail?id=54

[smackeraim] 03/12/2024 08:39

Copper price is trying to climb back up to the drop on Trump winning.

[smackeraim] 02/12/2024 12:02

Heading higher

[tricky red] 28/11/2024 09:14

Rock solid company paying a great dividend. Price is languishing from recent highs of 230p approx but has every potential to reverse.

[smackeraim] 27/11/2024 09:25

Still a good play.. Regarding growth, Ferrar outlined the company's search for transformative acquisitions while maintaining a robust balance sheet with $56.3 million in cash and no debt.https://www.proactiveinvestors.co.uk/companies/news/1060852/central-asia-metals-low-cost-copper-and-zinc-operations-one2one-investor-forum-1060852.html

[smackeraim] 27/11/2024 09:15

Feels like it's clear to recover a bit now

[pughman] 26/11/2024 17:33

CAML's pool of metals are circa 8% higher than this time last year, plus the dollar has appreciated circa 6% against the tenge/denar, lowering the cost base. It all helps.

[justiceforthemany] 26/11/2024 17:01

Official short position now below threshold.

[bozzy_s] 26/11/2024 13:26

11.26% divi yield given up by someone, and snapped up by someone else. If the seller were my investment manager / pension manager I'd be very, very disappointed.

Blue today as hoped 👍

[smackeraim] 26/11/2024 11:50

wow that was a big clearing trade, must have been in the system a while.. and probably was dragging it down. should perk up from here

[dunns_river_falls] 26/11/2024 10:56

Has it turned maybe... hoping that is an overhang cleared. Bought a few more at 161.5 At least it will be a good yield if nothing else.

[bozzy_s] 25/11/2024 17:11

Nearly 3% of the company in that single 5.7m trade. Hoping that's the reason for recent weakness - the final lump from a big / persistent seller.

[tag57] 21/11/2024 16:21

Chers Bozzy, always good to get another opinion or two.

[bozzy_s] 21/11/2024 15:56

The way I interpreted it Tag was, the divi will remain above target 30-50% free cash flow while there's no need for cash in the business. If they identify an acquisition (seems they're very fussy / diligent on getting something which will add value for shareholders), they might divert the dividend towards paying for that.

In the short term, 9p per 6 months seems a safe bet. Anything which changes that ought to add several pence to the share price if/when announced.

[tag57] 19/11/2024 19:43

Anyone have an opinion on what Gavin Ferrar had to say about the sustainability of the dividend. Obviously to cover the current dividend level they are using a significant amount of cash flow (around70% I think) and to me, he didn’t give a full throated support of maintaining the divi at its current level. He did say he expects production to increase once the current capex projects are completed but not sure this will increase cash flow sufficiently to get divi payments back towards the current policy of 30-50% of cash flow paying for it.
I already have a decent holding here at around £2/share so looking at potentially averaging down.

[bozzy_s] 19/11/2024 16:33

Thanks for that zho. Very decent presentation. I learnt a lot about the Kounrad project - the fact there's no actual mining going on, and therefore their copper costs are ridiculously low at $0.78 / lb. I'd love my own business buying stuff at 0.78 and selling at 4.10 !!