Member Info for Gibdog101

Strange you say this , I’d factored one in when we break 10p !

That’s the company !

Dont be booking any holidays there , we want our ore!

Also think we might get a decent Op update this week

@HarChris I totally agree with you, and your sentiment about generating cash and incremental gains on production is true .

I was happy with both the above , the SP dropped recently because of that 4m loan facility when most of use believe the above , there should be no need for more cash calls.

We should be self perpetuating now , I hope we see no more financing RNS , only posative uncaveated one like today.

I hold Caml , and will be looking to add to my posistion here , the MC is actually very amusing 220M

Considering I think we’ve £70M (happy to be corrected) sitting in bank.

That prices the business at £150M , kourad is going to produce , £60M profit this year , and either slightly dropping each year , or prehaps holding up with copper prices rising for the next 8 years , add a little for Sasa . Either way , £480M in profits that will be realised and £70M in bank .

I know of no other junior miners in such a strong posistion . That’s without any LoM extensions or 3rd party agreements .

Well funded secure junior , still does it for me , now they are demonstrating a appetite for growth , I’m in.

Not sure what the markets issue had been this week , time will tell , good luck all.

All the best , shame to see a decent sized Pi like yourself leave copper. .

5 years is a long hold , and a frustrating one .

Good luck elsewhere.

Think you might be posting on the wrong board !

The more you moan about the deal , the better it seems for us CAML shareholders , careful or we might buy stock in Cy5 with our dividends here to get this over the line hah.

@Trethkor i agree , I honestly think however that’s been priced in , I suspect it’s added under 10% and with the SP RUT we are in I think most people expect the same . 25-30T a Quater just doesn’t justify the capex . I’ve some sympathy that this has potential to change in a day , if 3rd party ore comes online , however AVs total lack of mentioning 3rd party ore in the IMC , tells me everything I need to hear , he doesn’t think it’s happening , and or doesn’t know how to make it happen .

Just to clarify , I have no more info than the market on this one , I would be suprised if they were not looking into other leeching options in Khaz . Either 3rd party or the potential to close K and move that infrastructure to another similar or smaller scale operation.

Looking forward to the next op update here .

It’s a really intresting chart you’ve posted there:

1. Weird how out SP here is totally disassociated with the price of tin since mid 2024.

2. Other investments have 3x whilst ATM are still break even.

I do think the company will eventually deliver , I do think there is a easy 3 x to be had , if that happens within AVs time in less sure on. The 10 year debt facility was just depressing . I can take LR and BW moving slowly.

But UiS needs to up its game , no more bad finance no more dilution. Production increases, without caveats that’s what is required . Then sort the fiscal situation out , no more vanity projects until the company pays down some of the credit which is eating away at the profitably.

The company is generating good cash flow , sadly too much is going to royalties and to finance debts .

Kill the debts at the same time as increasing production and we have something the market will Re-rate.

Yea the SP is disappointing , considering the money we are currently making , the SP gives us a div of like 9%%

This taken with the amount of money CAML has set aside . Oh well it’s cheap and my div here is reinvested .

@rossannan I’m 100% in the same headspace as you , this stock has do nothing for me , and I weekly have to justify my hold to myself, and I was , maybe lesser so still am bullish here.

I hold here for one horrid investment reason ! I fear if I exited , I would look back in a year ATM would have got thing right , one of the assets will post Stella drillling results , and it will re-rate , the moment I sell hah .

Also I really still want to be here when this company is something , I think I will hold a posistion here , till either dividends or dissolution !

Hah I love how against this you are , kinda means you think we are getting a bargain , which is good news for CAML shareholders .

Let’s see it it gets passed first , then you can be annoyed or prehaps you’ll be sitting on CAML shares that multi x in the future and you’ll be pleased . Who knows time will tell on this one .

Well guess we will have to see on that , at current CAML SP any offer higher would likely mean you buying us out , not us buying you out . So I doubt there is much scope to lift it .

Maybe you’ll be lucky and someone will come over the top of CAML , if not you’ve got a great asset , but you’ll need a offer or horrific finance to progress it .

In my experience this deal might be better than a funding dilution you take later .

I think if it hasn’t added that 30T per Q at min , it’s looking a little bit of an expensive white elephant , or prehaps white rhino is more fitting .

This is the whole of the issue , it’s so frustrating we know the 2nd jig is operational , we know we produced 1000T last year , we know the current price of tin .

We don’t know what , our current production estimate is for the year ! That is a fundamental failure of communication !

For all we know , we could already be at 1200T for this year going forward , in which case many investors here would at least be content .

Come on AV communicate , if you’ve made progress in production it’s time to bang your own drum.

So you feel in short this under values the assets CY5 have ?

As a CAML share holder that doesn’t upset me , but you are right voting in Sept seems a long way off , and prehaps someone else will put in a better offer , CAML BOD don’t like a bidding war , and walked away last year from one , we would likely do the same if she had to pay a bigger premium.

Your share holders ain’t getting brought out , they are being offered dividends now , and 30% of an enlarged company , they might go for that in favour of a larger cash now , see you later offer.

I hope it gets voted through in Sept.

@Sharetrader78 , ok I’m intrested to know what you find so objectionable with the deal ?

Personally the dilution isn’t actually all that bad , and to acquire this without cap ex seems really posative , leaving our cash pile to fund it into production and potentially to exploit any Khaz opportunity that might present itself. Let me know your thoughts .

Tin closing out at $57525 .

Suddenly 60k doesn’t seem ridiculous ! Doesn’t seem to move the SP one bit , could make sales in this year going forward of about half our MC.

Great times , sun is shining and we are making hay , but no one is happy with the amount of hay.

Well , it comes with zero usage of the current cash pile , like I say I would suspect another project in khaz to come online before that , we will have for a update on those .