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Agree, it might be their chance to buy others, their cash rich, low cost so can manage through.
The likelihood of a recession is 50% and any opportunities will be taken during these periods. Bear markets and crashes are where the real money is made and for a low-cost producers like CAML, they are positioned well enough to survive profitably and to execute deals knowing this.
I sent an email to Central Asia Metals re Ariana as a potential partner. CAML is a copper, lead and zinc miner and are currently building up a war chest to invest in a mine at the development stage. I pointed out to CAML that Ariana has some interesting developments, especially copper/gold in Cyprus and was pleasantly surprised to get the following response the next day.
Hi Anthony,
Thanks for the email. We are aware of Ariana Resources and look at many BD opportunities, particularly those in our commodities and geographies.
Thanks for thinking of us.
Kind regards, Louise
Wonders never cease.
From 340 to 320, is it even worth sharing?
Agree thanks. I’m over weight commodities but spread across silver, gold, copper, gas, iron ore being the main hitters. All divi generating, ticking along ok with I believe no real prospect medium term of demand dropping off.
NED doubled their holding on the open market.
Who are you to judge if someone is in CAML for the wrong reasons.
Just a reminder (to any new investor) CAML is in a net cash position.
You only need to look at PTAL today who are virtually paying off the debt and announced a massive dividend sending the SP rocketing up, but that is ALWAYS just a short-term rocket with fuel that runs out just like it has on I3E who did this at the start of the year. Not helped by oil prices over there.
If CAML increased the dividend the SP would have shot up in the short run too but with interest rates so high, any funding would need to be done >10% interest rate!!!! This is fine if your AAZ looking for 100% gains or whatever but its not the risk profile we long-term investors would want. We are more in the 25-35% total return camp.
The share price drop reflects speculators who are in CAML for the wrong reasons.
unvrkw no this is not a "precious metals" play, but it is a "strategic metal" play based on the copper stockpiles and all 3 operations being linked to the energy transition. Don't fall into the trap of being bullish on any one commodity but understand the complete macro picture and diversify while maintaining an overweight to your expert(?) macro predictions.
Caml hikes divi! Lol! Sloppy sloppy!
https://www.sharecast.com/news/aim-bulletin/central-asia-metals-hikes-dividend-despite-fall-in-revenue-earnings--12834354.html
Usual caveats
Trek
Can we see Caml as a precious metals play as they sell silver too which is heading north?
When any director buys, feels good to own
Happy to hold here for big dividends, cautious management, investing in the right third mine with cash and not debt If they ever find it!
I think the share price dipped when they bought Sasa because of the level of increased debt. They've suggested that any new acquisition will be funded from cash so not sure if this will impact any dividend for a short period
Ignore the below - my lack of sleep is getting to me!
Thanks - interesting that it went ex div yesterday
LawStudent95:
The Final dividend payable on 23 May 2023 to shareholders registered on 28 April 2023(The Ex Dividend Date)
Just to confirm ex dividend date should be early May? Also this will probably build back up to £2.60+ levels , and is already recovering towards £2.50 today. Gl all
The sp will increase with an announcement of a new investment, divi stays similar, cash into next project, we roll on
Mu guess is that CAML are holding back cash to invest in another operation. Their business development activities in 2022 consisted of 40 opportunities (evaluated), 17 NDAs (signed) and 2 site visits. If they can find another SASA then I will be a happy shareholder.
The market will come to like boring I’m sure
Faang 2.0
Fuels, aerospace and defence, agriculture, nuclear and gold !
I have averaged down at 335p this morning. Glad people have sold. We don't need traditional views on what makes a growth company that was created in a low-interest rate environment where cash on the balance sheet is seen as wasted.
Increasing the dividend would have raised the share price allowing exits at a profit, but would set the wrong president. CAML is as safe and boring as I need. No other small-cap miner offers this.
Jumped in for a few at 235 .... bargain.
Now on a divi yield at 9.6% if they stay with the 20p annual