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Anglo Pacific Share Chat - APF

Share Name Share Symbol Market Type Share ISIN Share Description
Anglo Pacific LSE:APF London Ordinary Share GB0006449366 ORD 2P
  Price Change Price Change % Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.75 +0.88% 85.75 85.50 86.00 88.00 84.25 86.00 401,166 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 0.0 -42.4 -42.1 - 145.73

Anglo Pacific Share Discussion Threads

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The Board has declared an interim dividend for 2015 of 4.00p per share, maintaining the 2014 final dividend per share. The dividend will be paid on February 4, 2016 to shareholders on the register at the close of business on November 27, 2015. The shares will be quoted ex-dividend in London on November 26, 2015 and in Canada on November 25, 2015.neilyb675
"The first six months of 2015 have been encouraging. Income has increased significantly and royalty income in the first half of the year is now ahead of what we received for the whole of 2014. This increase is largely driven by new sources of income from Narrabri and Maracás, which further demonstrates the progress we are making on executing our strategy of adding to, and diversifying, our royalty income. The outlook for the remainder of 2015 is equally encouraging, with Narrabri running significantly ahead of our production estimates at the time of acquisition and the latest Kestrel forecasts from Rio Tinto continuing to suggest 70-75% of production within our lands in H2 15. Both outcomes should allow us to report much higher royalty income for 2015 as a whole, despite the fall in commodity prices experienced in the year to date."neilyb675
Anglo Pacific CEO Julian Treger speaks to Proactive .... http://tinyurl.com/p775o85ftseproactive
APF unch on figs as expected,4p div as expected.All good news. Company still clearing up old kitchen sink as expected. Making progress in very heavy bear market.Well done. some posters never change,the rest move on.bolador
Royalties increasing, more cash flowing in by so many projects. Kestrel rising in the next quarter, Narrabri paying well. Dividend 4p . well donechristh
Maximum sugar-coating, Maximum positive spin, All so glowingly positive. But another loss. This time £8.8million. Dividend nowhere near being covered again. There is in my view a gulf between the positive spin which frequently accompanies APF figures and the hard figures. ALL IMO. DYOR. QPquepassa
P - I presume you have already calculated your version. Your smile would suggest positivitygavapentin
Awaiting the Interim Results :-)piedro
gavapentin, Yes, absolutely. This stock has resisted the recent carnage which means either sellers are exhausted or there is someone always ready to pick up the days offerings.As I suggested two weeks ago Narrabi may have been a real bargain with such news as we have had being in support of the possibility. The RSI of the shares has been phenomenal this summer so far.bolador
Interesting how this has held up.gavapentin
All about timing USA DJIA wants to say hello to 16,000 chartwise If it stays there for a few weeks ie sideways , then it's a b@stard for the chart Another China cut of say 3% for starters and the DJIA could drop to 14,000 Especially if China adds on another 2% cut to make a total for 2015 of 10% This is still small potatoes when compared to how much the Yuan has appreciated V $USD over the last decade Personally I think the Yuan could yet be cut by another 15% chartwise to get it about 50% to where it was 10 years back V the US dollar So expect enforced $USD strength Which will hit the USA hard re exports and be bad for commodity prices Rates in the USA are near zippo They only have QE5 left in the tool bag ..... another bubble in the making when they start printing yet again GOLD to over $2,000 in 3 years now my callbuywell3
Cup always half empty for some. If there was any updated guidance available from Kestrel the board would no doubt have passed it on, in any event the coal remains in the ground if not taken this year. Meanwhile Narrabri looks to have been a snip.bolador
LOL QP, DYORpiedro
Kestrel Mine Kestrel Mine, located 40km north east of Emerald in central Queensland is an underground operation, supplying world markets with around six million tonnes of coking and thermal coal per annum. Previously known as Gordonstone Mine, the operation was opened by the Atlantic Richfield Company (ARCO) in 1992. Rio Tinto purchased ARCO's 80 per cent interest in February 1999 and the operation was reopened under the employee-voted name Kestrel Mine, in honour of the small falcon bird that can regularly be seen flying over the area. The Kestrel Mine Extension was announced in 2007 and construction commenced in 2008. In October 2013, the US$2 billion dollar extension was opened, adding 20 years to the mine’s life. It is one of the most advanced and sophisticated underground coking coal operations ever built in Australia. Rio Tinto Coal Australia manages the operation on behalf of the joint venture partners, Queensland Coal Pty Limited (80 per cent) and Mitsui Kestrel Coal Investment (20 per cent). Mining and production Kestrel Mine is an underground mine which uses the longwall and continuous miner method to mine high quality coking and thermal coal for export. More than 440 employees (as at 31 December 2013) work in shifts to keep the mine operational 24 hours a day, seven days a week. The coal deposit is part of the Bowen Basin, a significant Permian coal basin stretching 600km long and 250km wide. In 2013 the mine produced 2.553 million tonnes of coking coal and 463,000 tonnes of thermal coal. After being washed and prepared for sale, the coal is loaded onto trains for transportation 300km to the Port of Gladstone where it is shipped to international customers. Kestrel Mine had marketable reserves of 112 million tonnes as at 31 December 2013. http://www.riotinto.com/copperandcoal/kestrel-mine-10423.aspxchristh
What would be interesting also to know is if there is any updated guidance for their biggest royalty, Kestrel. Last week, when Rio reported, Rio specifically said that another longwall changeover at Kestrel was planned for later this year 2015. When there was a longwall changeover last year 2014, this is how APF subsequently described the impact of that 2014 longwall changeover in their 21/1/15 RNS. "During Q4 2014 the Kestrel mine underwent a long wall change out which significantly reduced overall mined tonnage." It may be interesting for APF to update guidance on Kestrel in view of Rio's planned longwall changeover later this year. ALL IMO. DYOR. QPquepassa
So that explains yesterday's little rally. "Continues to exceed"...directors were buying in the mid 90's a few months back.paleje
Holders here must take into account that China is a bust Devaluation has only just begun hTTps://www.youtube.com/watch?v=DNPAM5ABhvs 10% by the year end looks likely Another 10% next year China will buy COAL and IRON ORE .... BUT the price will be less than nowbuywell3
Fairly upbeat:- August 13, 2015 Anglo Pacific Group PLC Narrabri production guidance FY2016 Anglo Pacific Group PLC ("Anglo Pacific", or the "Company") (LSE: APF, TSX: APY), the London and Toronto listed royalty company, is pleased to provide an update on its Narrabri royalty following the release of Whitehaven Coal Limited's ("Whitehaven") (ASX: WHC) Full Year to 30 June 2015 Results. Whitehaven has announced its guidance for Run of Mine ("ROM") coal production for the next fiscal year at the Narrabri North mine to be 6.6 Mt to 6.8 Mt. Julian Treger, Chief Executive Officer of Anglo Pacific, commented: "We are encouraged by Whitehaven's production guidance for FY2016 which is a testament to Whitehaven's management, who have delivered one of the most productive and lowest cost underground longwall coal mines in Australia. The expected coal production for next year is above the 6.5 Mt of ROM coal production that Anglo Pacific had assumed at the time of the royalty acquisition. This royalty continues to exceed our expectations."cwa1
Interesting counter trend rally today.This is extraordinary in view of the commodity markets. APF 88.5p, vol 219kbolador
Commodity performance is closely correlated with emerging markets. I think this is a very dangerous time for both, as the dollar is strengthening and places like China are clearly in trouble. A perfect storm of over supply and falling demand.rcturner2
Coal exports breaking records at Newcastle 12 August, 2015 Ben Hagemann Share on emailShare on printShare on linkedin Coal exports breaking records at Newcastle Latest News Coal exports breaking records at Newcastle Support for NSW coal at Parliament House Port Waratah Coal Services (PCWS) has had a record day for coal loading, with 495,000 tonnes loaded onto ships at Newcastle on Monday. PCWS boss Hennie du Plooy spoke at NSW Parliament House last night, telling Liberal Party coal supporters that the industry is running strong. "Despite challenges that the industry is going through, the coal chain in the Hunter Valley as a whole is running at a record rate for the month to date, well in excess of 180 million tonnes," he said. "While it's challenging, it's not all doom and gloom." Du Plooy said coal was the second largest source of Australian exports, after the iron ore industry, and that Australia was the second largest exporter of coal in the world. “According to NSW Minerals Council economic survey for the 2013/14 year we employ nearly 22,000 people directly, and 140,000 people indirectly, and contributes $13.6 billion to the NSW economy.” At the Newcastle Business Club lunch on Tuesday du Plooy said Newcastle was likely to export about as much coal in 2015 as it did last year, while volumes from Indonesia had fallen by “about 20 per cent year on year”. Port of Newcastle executive manager of trade and business development Peter Francis said Newcastle had about 4500 ship movements in 2014, and modelling showed the existing channels could handle 10,000 movements a year, implying there was a potential for doubling of trade at the port. Of these movements, 1717 coal ships visited the Port of Newcastle in 2014. The coal export industry has also been booming in Queensland, with coal exports for the end of May reaching 200 million tonnes, while exports were expected to reach 220 million tonnes for the end of 2014-15. http://www.miningaustralia.com.au/News/Coal-exports-breaking-records-at-Newcastle?mid=e544419634&;utm_source=Cirrus+Media+Newsletters&;utm_campaign=38fb12e3e0-Mining+Australia+Newsletter+-+201508121229&utm_medium=email&utm_term=0_fe913f1856-38fb12e3e0-60025453christh
Curiously APF remain at 84p and xd 4p too. This is odd in the light of the bearish press on commodities and coal in particular.Those who huff and puff don't seem to be able to blow the house down. As to nuclear, good luck with that especially as bad luck is, well, not good at all.bolador
Four years on from the Fukushima disaster, Japan restarts nuclear reactors. As reported on the BBC:- "Since shutting down all nuclear plants, Japan has been relying on imported fossil fuels for its energy, at huge expense. The government has said nuclear power must resume to cut both import bills and growing CO2 emissions." A total of 25 nuclear plants have applied for permission to restart. Full article http://www.bbc.co.uk/news/world-asia-33858350 ALL IMO> DYOR. QPquepassa
"Coal is in high demand globally and will not subside." ______________________________________________________________ .......I STOPPED READING AT THIS POINT. I AM INVESTED AND VERY HAPPILY SO.neilyb675
The report is not current. Coal is in high demand globally and will not subside. RIO TINTO is selling its coal mines in NSW and you have X2 and Glencore trying to buy them. So what this means? Unless someone is short sighted and does not see clearly the future for coal, the global demand for coal, the economics behind energy. Why mega mining companies like RIO TINTO is developing coal mines in Africa,Asia,North America etc. Maybe the price is low at present will affect revenues in mining stocks involved with the production of coal but it will not remain at these levels. Coal will burn to generate power for the next 200-300 hundred years until the world moves to alternative power sources if the economics permit and the demand for power falls. Remember that coal as you know it has changed as technology now can control emissions and remove the stigma of pollution. It uses the same technology as the car use a catalytic converter. Remember oil is cheap and is used as a fuel because Saudi Arabia has increased production to bankrupt high cost producing companies. But Iran is start selling now as the sanctions against have been dropped. What will they do?They may decrease production and push the price up because Iran is a threat to them economically and politically. Also Russia, a major oil producer, has been punished because of the Ukraine situation but this will change too. So coal is indirectly affected by global economic and political situations but again that can be changed. China's growth is not going to deliver 7% as they have said.But will the Chinese government remain idle and let their economy collapse or change back to its track in dominating the World economy? Do the Chinese leaders worry about their seats? How will they react to secure their jobs? So this is something to think about rather than give credibility on some reports which do not mean nothing. The reality is more coal mines are been opening and more coal been shipped out. APF has a secure and growing future!christh
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