Added to YB: 2025-09-15
Pitch date: 2025-09-12
CAML.L [bullish]
Central Asia Metals plc
+27.29%
current return
Author Info
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Company Info
Central Asia Metals plc, together with its subsidiaries, operates as a base metals producer. The company produces copper, zinc, silver, and lead.
Market Cap
GBP 354.3M
Pitch Price
GBP 1.40
Price Target
N/A
Dividend
6.01%
EV/EBITDA
3.67
P/E
9.95
EV/Sales
1.48
Sector
Metals and Mining
Category
value
CAML 'air
CAML.L (added to position): Cut div 50% but adding $10m buyback. Hidden 2.7p gain from copper inventory buildup, +1.1p from NWR exit profit. Silver pricing distorts margins but no real impact on profits. Kounrad outperforming feasibility, 9yr life. SASA issues being addressed, 14yr life. Aberdeen drill results 0.8-1.6% Cu equiv vs 0.4-0.6% global avg. 6% yield + buybacks, $70m cash, $50-70m FCF potential.
Read full article (4 min)