Member Info for Isengard7

what makes you think our big buyer is still at it? only £7.8k buys; thats nothing. I think rupert is done.

The concern over debt seems to be troll like to me. Usually shareholders and investors will take serious concern when the debt to equity ratio is at least is 3:1. Most debt covenants accept a ratio of 3:1. CAML's net debt to equity is only 34% that's 0.34:1.

A gearing ratio between 25% and 50% is typically considered optimal or normal for well-established companies.

The debt is scheduled to be paid off after 4 years in monthly installments and what was from Dec 18 so only 3 years and a bit remaining now.

Nigel already saying they looking for another acquisition for when the debt is paid down. Comparatively within the mining sector companies are typically leveraged much higher than CAML, without any issues in share price performance if the debt covenants are complied with, so I believe the concern for the debt pile to be a red herring.

Markets are usually slugglish in the summer and combined with copper prices falling in my opinion is the reason why the share price has fallen.

Free cashflow has taken a dent since the acquisition of Sasa and that has caused the dividends to decrease as the policy revolves around this. Sasa is still a newly acquired asset and CAML still need a more time to financially tune the free cashflow side of it, and then the dividends should increase in 2020. current price is a bargain in my opinion.

we did have a positive trading update on 25th April. there will be significant revenue growth for year ending 31st May 19.

The benefits from the investments in Cadran and the AI expertise from future processing will be realized in the following financial year. Expect to see an increase in cost base but this investment should pay off in the subsequent year and could be transformative underpinned by the new CEO's strategy. We could see potential moonshoot in the share price.

200 day moving average has been broken and almost a golden cross. Could have a decent breakout from here as this is a financially solid company with decent growth potential.

Can easily see this rise above £3+

they are telling you the ones they are winning. but not the ones they've lost or haven't renewed.

I have been in this share for nearly 3 years. In that time i have seen it purchase several bolt on acquisitions. i reckon if it keeps reinvesting its profits like it has been doing could see a meteoric rise in the next 3 years. If its not acquired itself by a big OEM, then i think the company could grow several multiples.

ahh just seen the RNSs on the dividend policy. so actually a decent looking company.

solid company. very CAML esque. one of my favorite companies. Sort of like the Platinum version of CAML. Surprised they don't offer dividends. Low PE ratio grabbed my attention on this one. I do think the quality of this company is priced in. but i think it has a lot of potential to keep growing. Temped to buy some stock here but will carry on researching it first.

Thinking of buying some stock in this company. Can anyone put me off? Share price seems very low. Company has very low PE ratio. projects in Africa, geographically risky. Pays a small dividend. but any derampers here?

Wikki no point wasting your energy on these people. they're too heavy into this share to think subjectively. Not to say that the share won't eventually recover but there are better targets than this. So being in denial is shame when there are other opportunities floating by. Needless to say I am completely out of this company and relieved at that. I think this could be my last post as after this I don't have any reason to post again.

All stocks fluctuate. This is a solid company. It helps to look at the bigger picture; the market is declining right now. FTSE 100 has fallen below 7k after reaching highs of 7.7k earlier this year. A lot of stocks and also cryptos have taken a battering. This not a bad price enter or to top up or drip feed into. I reckon this is one of those companies that can survive market downturns, but even so it is like any other company out there, its susceptible to market conditions. swing traders and short term traders pulling out, even pulling out of good quality companies. i will hang on for the dividends and also because Im not so good at short term trading but i know how to spot quality companies and hold them and watch them grow several multiples.

**telecoms market had evolved recently. trend now if for these companies to form partnerships and joint ventures which contrasts M&A activity that we previously had. Cityfibre making a bold joint venture with Vodafone certainly the spearhead for this. I anticipate significantly more activity of this nature going forwards at varying scales especially with small to medium size operators looking to unlock some synergistic value whilst eliminating the requirement to splash out on acquisitions. this could involve sharing and exchanging capabilities such as NOCs, backhauls, POPs, project management and any other resources, to enhance delivery and quality to the customers and end users. Exciting times for the telecoms industry and for CityFibre's expansion in its capabilities and ambitions for a Gigabit Britain should yield fortuitous returns in the coming years for stakeholders.

telecoms market had evolved recently. trend now if for these companies to form partnerships and joint ventures which contrasts M&A activity that we previously had. Cityfibre making a bold joint venture with Vodafone certainly the spearhead for this. I anticipate significantly more activity of this nature going forwards at varying scales especially with small to medium size operators looking to unlock some synergistic value whilst eliminating the requirement to splash out on acquisitions. this could involve sharing and exchanging capabilities such as NOCs, backhauls, POPs, project management and any other resources, to enhance delivery and quality to the customers and end users. Exciting times for the telecoms industry and for CityFibre's expansion in its capabilities and ambitions for a Gigabit Britain should yield fortuitous returns in the coming

nice volume spike. should see this bounce back to 70p

My position almost cut in half now. I am so excited to get out of this company. GLA

yes they do a lot of hoping on this BB. they don't understand when someone actually posts something sensible.

doesn't sound like GG to me. sounds more like peteb. GG would know better than to buy shares in this.

GG if that's actually you, you changed a lot. interestingly looks like a role reversal here as if we have traded places on this one. You used to be cool, sharp and whitty. Now you became like the others. This company is nothing like that company. already in the process of phasing this out of my portfolio don't you worry.

Same tune.... over and over again..... BOOORRIING.... yawn... next. I agree, PMG is a boring company. in recent months its become one of the most mundane company on AIM. No wonder the company has settled back down to 35p. the boring factor alone has caused it to tank. The Charlatan will be very proud.

we're all posting here anonymously. what difference does it make to you. its a bulletin board, people have the right to moan if they want to.