Half Year 2025 Central Asia Metals PLC Earnings Call Transcript
Key Points
- Central Asia Metals PLC (CAMLF) achieved zero lost time injuries for the first half of 2025, highlighting strong safety performance.
- The company generated a revenue of $99.5 million and an EBITDA of $39.9 million, maintaining a healthy margin of 40%.
- A dividend of 4.5p was announced, supplemented by a $10 million share buyback program, ensuring consistent cash returns to shareholders.
- The Kounrad operation in Kazakhstan produced 6,218 tonnes of copper, and the Sasa mine in Macedonia produced 8,692 tonnes of zinc and 12,613 tonnes of lead, meeting production targets.
- The solar plant at Kounrad is now supplying 17% of the operation's power requirements, reducing electricity costs and enhancing sustainability efforts.
- The Sasa operation faced challenges with lower grades and variable geology, leading to a strategic review and modest reduction in production guidance.
- Cost of sales increased by 14%, driven by higher wages, increased revenue royalties in North Macedonia, and additional depreciation costs.
- The Macedonian denar's strength against the US dollar adversely affected costs at the Sasa operation.
- Operational costs at Sasa rose due to increased salaries, higher electricity costs, and expenses related to new tailings disposal methods.
- The company's attempt to acquire New World Resources was unsuccessful, highlighting challenges in executing growth opportunities.
Good morning, and welcome to the Central Asia Metals half one 2025 interim financial results. We'll start off on the results summary slide, where I'll just run you through some of the production and finance highlights. We can move to the next slide, please. Thank you. Next one.
So, welcome to the Central Asia Metals half one interim financial results for 2025. I'll start off with a summary of production and financial highlights. And you can see on the right-hand side of your slide there that we produced 6,218 tonnes of copper from our Kounrad operation in Kazakhstan, and from our Sasa lead zinc mine in Macedonia, produced 8,692 tonnes of zinc and 12,613 tonnes of lead. All this was done in a very safe fashion. We're very pleased that we achieved zero lost time injuries for the first half.
These operations drove a good financial performance. We generated revenue of $99.5 million, and EBITDA of $39.9 million for a margin of 40%. Importantly, today, we announced a dividend at 4.5p and supplemented by a $10
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