Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Sold too soon. I had a decent holding but increased it at 160p. Sold that at 200p which was a decent profit in a week!
CaneToad, everyone has a right to buy or sell but it's worth noting that CAML have hardly put a foot wrong since they listed. I've had 150%, or there abouts, of my initial investment back in dividends and the dividend just announced amounts to 20% to me so I'll not complain.
I have full trust in the board that they will continue to deliver and don't really care where their operations are.
BP do most of their work outside of the Britain
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
Der, 1.3% I mean
4p is 0.7% not 7%
Fundamentals on here have been updated to include the new accounts and states £4.8b cash in hand. That was where my figures came from. Why do they differ?
I'm a plonker and posted this in the wrong place so sorry for the duplicate!
So, 550m buy back at £1 a share is roughly 7% of share issue based on a £6b mcap. Is that correct?
We're trading at below PE of 2, and surely this trading year will be equally profitable. 2021 accounts showed in excess of £5b in cash in bank so we must now have more cash than the entire mcap, and some! Perhaps a rerate to 150p at least
So, 550m buy back at £1 a share is roughly 7% of share issue based on a £6b mcap. Is that correct?
We're trading at below PE of 2, and surely this trading year will be equally profitable so must be ripe for a decent rerate
If you can't stand a company making profit from upstream activities then you're in the wrong game
Nice mention of future hydrogen filling stations
On LinkedIn l, hopefully this opens
https://www.linkedin.com/posts/central-asia-metals-plc-9c3-_zinc-lead-activity-7030860332956798977-SkUG?utm_source=share&utm_medium=member_android
Painful to admit that I held these at 240p and was talked out of selling! Haha
Finally an article that points out that the industry needs profitable times to prepare them for frequent lean times
Shame not many people will read it and that the media en masse is anti-oil giants
I've held for over 10 years with a purchase average around 320p. Dividends factored in I'm close to completely free running. Bolstering lots of other poor investments though but then that's why you should have a broad portfolio
No announcements, share price has dropped 3% this morning
Touching 550p today, closing around 538p would be nice
Based my guess on a 30% premium on today's price, nothing more than that
680p
I thought life of mine at Kounrad was 20 years, and we're 5 or 6 years in to that. Interested also to know at what stage that becomes as issue.