Member Info for BMC77

CAML’s recent sell‑off overlooks the fact that the group’s core value driver, the Kounrad copper operation, remains an exceptionally strong, low‑cost, long‑life asset that continues to generate reliable cash flow regardless of the Sasa accounting adjustment; Kounrad’s consistent production, industry‑leading cost profile, and proven ability to throw off cash underpin the company’s high balance‑sheet strength, with substantial cash reserves and minimal debt providing resilience and optionality. When combined with the fact that Sasa still has a decade of life ahead and ongoing exploration upside, CAML is positioned not just to sustain operations but to pursue measured growth opportunities, whether through incremental optimisation, resource extension, or future acquisition potential. The Sasa revision is therefore not the end of the world but a recalibration of assumptions, while the fundamentals—Kounrad’s strength, the robust balance sheet, supportive copper pricing, and long‑term expansion optionality—create a clear disconnect between sentiment and reality that supports the case for a rerate once the market recognises that CAML’s underlying business remains solid and cash‑generative.

The drop in CAML’s share price is largely driven by mechanical market reactions to the non‑cash impairment and shortened mine life, not by deterioration in the underlying business. The impairment reduces reported earnings and reserve life on paper, which triggers algorithmic selling, quant screens, and risk‑model downgrades — even though cash generation, copper fundamentals, and operations remain strong. See it as a buying opportunity and be patient for the re-rate.

It's called profit taking. £18ks worth. Plenty left in the tank for the longer term.

Don't you worry Drusus, sold £75k at 239. Obviously well oversold now.

Plus you got the benefit of all the dividends.

Nearly a month on from Drusus and his doofus recommendation on OMI where you would be 30% down now. Meanwhile CAML up 8% in the same period.

She's referring to HaraldHadrada2 on X. I've filtered her, bored of these inane spam comments. Like an essex girl version of persimmon.

Always a sign the share’s getting interesting. They only turn up when they’re desperate.

Sure kiddo.

OMI is a high‑risk exploration‑stage mining company offering ZERO dividend. I'll stick to CAML as the superior investment.

You are saying a high profile and very wealthy business and TV figure in the USA, who is also the cousin of a CEO, is doing a pump and dump on AIM. Seriously?

There are a lot of LTH's here who bought in 2017 onwards. They won't be selling out cheaply.

Reabold builds a 30 MW gas‑powered AI compute centre

Power cost: £45/MWh

Compute pricing: £0.12–£0.18 per kWh equivalent

Utilisation: 80%

Hypothetical Annual Revenue

30 MW×0.8×8760 hours×£0.12–£0.18

= £25.2m – £37.8m per year

EBITDA margin (industry typical):

55–70%

So EBITDA could be £14m–£26m per module.

For a company with a £10–15m market cap, that’s transformational.

Wonder Valley is Kevin O’Leary’s audacious bet on AI infrastructure — a 7.5GW off‑grid data‑center megapark in Alberta, built on stranded natural gas and geothermal power. Positioned above massive gas reserves, it aims to deliver low‑cost, high‑density compute for hyperscalers. If it lands, it could reshape the economics of AI compute. If it stumbles, it’s a $70B moonshot.

All these badly timed selling out, onwards and upwards!

A move when out of options. Instead however we have a family member hoovering up shares on the open market.

Are you suggesting Rohan Oza is dumping?! How very naive.

Hold on to your hats this will be epic. No shark/dragon settles for this, they need more.

2017. He appeared here then posted daily for years. Truly bizarre.

The reason the sentiment has flipped is simple: real catalysts are finally lining up.

• Rohan Oza buying in is massive.

He’s a world‑class brand builder, not a random punter. If he’s investing — and with the assumed family link to Sachin — it signals confidence, credibility, and long‑term intent. That alone changes how the market views RBD.

• West Newton approvals are finally due. The Environment Agency is already minded to approve West Newton. This is the big binary event. If approval lands, RBD instantly becomes a serious onshore UK energy play. That kind of news doesn’t move a share slowly — it gaps.

• The data centre angle is real value.

Data centres are booming (the UK has the fastest growing market in Europe) and Starmer has openly backed digital infrastructure and regional investment. If RBD monetises even part of this, it transforms the company’s profile.

• Low float + real news = sharp moves.

AIM stocks with tiny market caps don’t re‑rate gradually. They jump when sentiment flips — and that’s exactly what we’re seeing.

For the first time in years, the story actually has legs. It's not LSE rampers spend power causing this rise.