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"Indonesia’s move to cut its nickel mine output could strip more than a third of global supply from the market, said Macquarie Group Ltd., showing the risk of an enormous price hike."

So metals in general will be the game in 2025.

www.kaohooninternational.com/markets/550647

Interesting to see the silver volume going up too:

Note that we are also involved in silver which can also grow and add more income.

"During Q4 2024, Sasa sold 98,468 ounces of payable silver to Osisko Gold Royalties, in accordance with its streaming agreement, bringing the total for 2024 to 379,010 ounces."

Interesting to see the silver volume going up too:

Note that we are also involved in silver which can also grow and add more income.

"During Q4 2024, Sasa sold 98,468 ounces of payable silver to Osisko Gold Royalties, in accordance with its streaming agreement, bringing the total for 2024 to 379,010 ounces."

As a simple example, assuming the same constant dividend for the next 5 years, which equals to a total of 18p, if one holds say, 20.000 shares today, in 5 years, the dividend alone - without any extras from the compound dividend each year - would be £18,000.

This is more than 50% of invested original capital.

This alone makes CAML a long term hold.

Any share price increase in 5 years is cherry on the cake.

CAML is a very efficient company with a solid management.

Aberdeen may even contribute soon.

Big cash balance means the dividend of at least 9p is safe and perhaps even increased.

Where do you get a yield of more than 10% nowadays ?

This is from PEEL HUNT:

Central Asia Metals - (CAML LN, 285p, Buy) (Company Update) - Closing cash slightly higher than we expected

We continue to believe CAML shares are undervalued, trading at 2.3x our 2025E EBITDA and just 2x 2026E EBITDA. We make no changes to our forecasts, and maintain our TP of 285p and Buy recommendation.

Added a few more today as this is a good opportunity to buy below 160p.

IMO we have hit the bottom at around 151p.

The recovery has started from here.

Within 6 to 12 months we will be over 200p+.

Could be a future good contributor to CAML production.

Very interesting.

CAML has more than $50 million cash with no debt.

With their efficient production processes, they are geared for a better performance in 2025, thus why one has to take a position and accumulate at the earliest stage of 2025.

I also expect them to increase their portfolio by taking over a smaller company or a mining segment in 2025.

IMO 2025 will definitely be the year of CAML - 2024 being the worst is now behind us.

Good luck to all holders.

An old refreshment from Nov. 2024.

"CEO Gavin Ferrar talked with Proactive about the company’s progress and strategic initiatives at the One2One Investor forum.

The company reported strong performance metrics, including a revenue of $103.8 million and an EBITDA margin of 47% in the latest half-year report. Key updates include the transition to new mining methods at the Sasa zinc-lead mine in North Macedonia and continued low-cost production at the Kounrad copper project in Kazakhstan.

Ferrar highlighted that Kounrad is one of the lowest-cost copper producers globally, with C1 cash costs of $0.78 per pound. He also discussed sustainability efforts, such as the introduction of dry stack tailings and investments in local communities, totaling 3.5% of annual revenue.

Regarding growth, Ferrar outlined the company’s search for transformative acquisitions while maintaining a robust balance sheet with $56.3 million in cash and no debt. “We are generating healthy EBITDA margins of 72% at Kounrad, and Sasa’s new methods extend the mine life to 2039,” Ferrar explained. He also touched on recent investments in exploration projects in Scotland and Kazakhstan, aiming to build a pipeline of future opportunities."

This is what they call "the party of the working people".

In fact it is the most destructive party of any working citizen for many decades, with the pensioners and farmers as the first victims.

The youngsters who know nothing about Labour history before Tony Blair will understand today what really Labour means. The party of high taxes and broken promises.

Regarding VRY, as long as the CEO and the CFO who bear the whole responsibility of these fiascos in series, are not sacked, nobody ever would believe what's coming out from them.

IMO, the same unreliable people are still at the helm, the share price will unfortunately drift lower until becoming a penny stock.

If nobody believes in the management the company is heading towards a brick wall.

IMO CAML is a must add at the early stage of the lowest share price for anyone wanting to rip the benefits of both, the dividend and the sp recovery.

This will probably be the winner for 2025 as geopolitical tensions may ease and China working hard to stimulate its faultering economy (as is Europe, Germany and France in particular).

Copper demand for China EV's and infrastructure will be the dominating factor for 2025.

So I expect mining stocks to perform well as they were dreadful in 2024 (unstable world, wars and sinking China economy).

Regardless of metal volatility, this stock is the one to add into any diversified portfolio.

The yield istself is a big plus.

Say owning around 10.000 shares will yield almost £2000 per year

which is far better than any bank or building society.

Any additinal rise in the SP is cherry on the cake.

So Just accumulate and collect the dividends for a start.

Interesting entry point as it reached its lower base (around 152p) today.

IMO a good entry point arrived today and is anything below £34.

Today is a good opportunity for this excellent FTSE100 business.

UK joins Italy and Japan to develop British fighter jet to rival America’s F-35

hTTps://www.msn.com/en-gb/money/companies/uk-joins-italy-and-japan-to-develop-british-fighter-jet-to-rival-america-s-f-35/ar-AA1vO7aH?ocid=entnewsntp&pc=U531&cvid=82e6244e83fe4affe85d41a9d35da7c5&ei=25

"Russia is preparing for long-term confrontation, with Ukraine and with us," Mr Rutte said during a speech in Brussels.

"We are not ready for what is coming our way in four to five years," the NATO secretary general said.

He added: "It is time to shift to a wartime mindset, and turbocharge our defence production and defence spending."

Interesting statements from NATO SG.

hTTps://www.msn.com/en-gb/news/world/we-are-not-ready-for-what-is-coming-our-way-nato-chief-calls-for-shift-to-wartime-mindset/ar-AA1vKfCH?ocid=entnewsntp&pc=U531&cvid=291e125d58f14ba08a58e3da59f9f04f&ei=76

More orders:

hTTps://armyrecognition.com/news/army-news/army-news-2024/us-army-selects-bae-systems-to-upgrade-its-bradleys-and-offset-transfers-to-ukraine

Interesting new product launch:

hTTps://www.janes.com/osint-insights/defence-news/defence/bae-systems-australia-conducts-first-vtol-flight-of-new-strix-system

more orders from both the us and europe:

"bae systems land & armaments l.p., york, pennsylvania, was awarded a $656,232,769 fixed-price-incentive contract to produce m2a4 and m7a4 vehicles. bids were solicited via the internet with one received. work locations and funding will be determined with each order, with an estimated completion date of nov. 30, 2027. army contracting command, detroit ****nal, michigan, is the contracting activity"

https://www.kentonline.co.uk/medway/news/defence-giant-lands-133m-fighter-pilot-helmet-contract-317191/

https://www.baesystems.com/en-us/article/bae-systems-to-develop-high-bandwidth-pressure-sensor-for-extreme-temperature-environments

Since Russia invasion of Ukraine Europe will not remain complacent and sleepy as it used to be for many decades.

Now that the US is reducing its military commitments, I am convinced that they will increase their defense spending and thus readiness to any eventuality in case Putin or any other dictator that will replace him has other ideas in the near future.

This is flagged up by the $2.5 billion awarded to BAE recently by Sweden and Denmark.

IMO this is just the wake up call for defense spending for every European country.

The same applies to the Far East including Japan when continuous threats and intimidations from China towards Taiwan and in the pacific towards the philippines and Japan happen on a daily basis. This is without adding North Korea playing war games by launching all sorts of missiles around the area.

That could trigger a disaster with Japan or South Korea for instance if a missile lands by mistake on a city.

No need to add the Middle East where every country is arming to the teeth.

IMO this is the first time in history, the whole world is in turmoil.