For another brilliant write up on CAML today. I watched the YouTube video a couple of times and the detail you have gone into is impressive. I skimmed the results on the day and thought they would get clobbered by about 20%. But I didn't see the detail that you have disclosed. Research is where I definitely need to learn more, along with a better understanding of the accounts.
I bought some more shares today as they definitely look cheap at the moment. I bought some a while ago at a higher price, so today was not only a good opportunity to get some at good price before everyone wakes up to that, but also to average down at a good rate.
Please keep the good ideas coming. Your work is much appreciated.
Thanks Chris, I’ve tweaked the article as I had the number of shares as 176m. I see post buy back it’s 181.8m shares actually. Think I used the number per the 1H25 report.
Anyway it’s now accurate as of Friday 12th Sep, and I get to a £263.3m market cap based on the ask price.
Thanks OB,
For another brilliant write up on CAML today. I watched the YouTube video a couple of times and the detail you have gone into is impressive. I skimmed the results on the day and thought they would get clobbered by about 20%. But I didn't see the detail that you have disclosed. Research is where I definitely need to learn more, along with a better understanding of the accounts.
I bought some more shares today as they definitely look cheap at the moment. I bought some a while ago at a higher price, so today was not only a good opportunity to get some at good price before everyone wakes up to that, but also to average down at a good rate.
Please keep the good ideas coming. Your work is much appreciated.
Graham.
https://www.proactiveinvestors.co.uk/companies/news/1078345/central-asia-metals-takes-a-step-back-1078345.html
View from elsewhere, excellent research OB, I've added this to my watchlist for now, hoping for better value 🤔😊
Excellent read as always.
I know some would prefer the higher dividend but I don't mind the 6% plus buybacks.
I have the mkt cap at 260m so unless I've misread, maybe a little typo?
Thanks Chris, I’ve tweaked the article as I had the number of shares as 176m. I see post buy back it’s 181.8m shares actually. Think I used the number per the 1H25 report.
Anyway it’s now accurate as of Friday 12th Sep, and I get to a £263.3m market cap based on the ask price.
OB