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Https://theoakbloke.substack.com/p/caml-air?utm_source=post-email-title&publication_id=1859293&post_id=173287346&utm_campaign=email-post-title&isFreemail=true&r=5enyce&triedRedirect=true&utm_medium=email

Have a read of this write up - the market makers are playing with this share price to squeeze the most out of it & nothing to do with fundamentals of the company which in my opinion still look great...in fact look in an amazing position to either benefit from current exploration or investment in new adding value of internal expertise.

The dividend drop is a good thing as 10% dividend actually holds the share price down longer term as investors go what is wrong with this company that they have to attract investors at 10%....when fundamentally everything is great.

..also keeping cash is a sign that they are will be looking to invest on the right project as soon as the cards fall there way they are ready to pounce.

I am getting in as this looks like a no brainer...almost a bigger win if they don't get new deal as they will cash in on share already purchased at the higher price of deal with the other dodgy mob who don't know how to run a mining outfit (would be a shame as CAML team are super efficient & know how to squeeze the most out the ground for the smallest buck)

+ Copper prices only on the up

++ Dividend in September now over 6% at current price ...if it falls by another 6% I will say thanks very much and eat some more up

Expecting next news to send this upwards once market wakes up to whatever the heck they think they are seeing

Https://www.thisismoney.co.uk/money/markets/article-11373063/TP-Group-agrees-17-5m-takeover-Science-Group.html

200% increase sounds ok to me ?

Market makers playing around....making money on the ups & downs....value for current revenue/ expected contracts/ profit should be upwards of 25p & that is with no expectation of growth...with Growth top-up from there

TEMU mostly sells absolute crap...on average prices are actually higher as a lot of the stuff you buy is worthless

No-one can predict the weather apart from knowing it is unpredictable.....recent news / low wind speeds probability tells me this is anomaly.....but getting plenty of press on 'X' and other channels that these days get too much attention....

Maths equation : X = Zero probability of actual facts driving news

Market appears to be reacting to honesty shown in Trading statement for year ahead in 2026.....however if they end up basically flat to 2025 with a little growth covering increase in cost then I would value share at close to 2000 for a conservative 10% profit margin......what am I missing...so want to top up big time

Yes agreed - strong cash flow/ investing in growth & paying a great dividend....really no idea why this is being hit so hard on share price....in today....watch the market wake up to this one

Very positive news on share where market cap is on a low....this should firmly push share price up over next weeks and get investment value back up into positive and continue to pay a more than handy 10% dividend

Appears shorters have left the building - may account for part of large trades on 5th feb - expect this to get back to reasonable valuation levels...any half decent results will have this increasing in value

Great news in my opinion ...I thought value was low , obviously Market values company differently to me as results came in better than I expected & would value based on today's results only (excluding any uplift for future growth) at 160 - 200 Million market cap - share price 24 - 30 range (uplift of 28 -60% on today's value)..........anyone debate this or have a better valuation?

Wow i am in opportunity too good to miss.....wish i had mor to invest...Co profit still great .....reading between the lines these are delay in spend so would expect a big uptick going into next year as customers start the delayed spend.

At these levels current profit to Market cap ratios are too good not to invest and this assumes no revenue increase to current levels

Yes profit takers leaving the party early

Agree seems a share price drop today based on high end revenue expectations but not taking into account future contracts/ growth prospects....topped up on a great buying opportunity.....

Good letter from 'Gatemore Capital' if you read it - basically an attack on Steve Hatch & lack of management skills (no opinion)

- strong convictions that YouGov is an attractive business with strong fundamentals and exceptional potential

- beliefs that the Company’s intrinsic value far exceeds the current public market valuation, and that the Company’s

recent underperformance primarily stems from management missteps and an unsuccessful leadership transition

- With the right management team and strategy, an acquirer could pay a takeover price in excess of 700p per share, or more than 80% above current share price4, while still achieving an over 3x multiple-of-money return over five years

!!very interested in response from Yougov

Thanks for opinion/writeup...how do you get to Profit after tax of 50MM...I calced 2024 adjusted profit of approx 37MM & for 2025 would expect higher revenues & BAU cost decreases due to transformation benefits so sounds about right

Yes expect the whip to be cracked until share price gets well above what they invested - looking at +1800 levels

Wouldn't sell to over 500 with current profit projection.....Net profit after tax estimate of 2.9 Billion (have i got this right) - 10% return would price share at close to 600

Todays trading update announcement better than expected - I always lean on low side on estimates and generally use profit after tax to value - looking for companies that have more than 10% profit after tax on Market cap (cover dividend + investment)....Potentially if 2H same as 1H then 2025 looking at over 20% which is amazing and would push my higher side fair valuation to 250 (would then be back to around 10%)

After going through the annual statements/ listening to the annual review and doing own calc on fair price for this company & see current fair price based on 2024 statement of 160. Add on expected Growth increases in 2025 & this pushes calc closer to 200.....anything I am missing or has the market missed something here?