Anglo Pacific Share Discussion Threads

[rcturner2] 15/6/2015 09:48

bolador, there was quite an interesting article in the IC last week about energy consumption (cover article actually). In a similar manner to food, there is massive energy wastage and there is now a much bigger drive for efficiency. It does not follow at all that energy consumption will continue to rise.

[bolador] 15/6/2015 09:45

As I say 31% of global energy generation comes from coal and 38% of global electricity generation comes from,er well, coal.Energy demand globally is not in decline. As I said APF's recent purchase of a huge, for them, coal royalty is very gutsy but the opportunity came up because investors are bailing out of coal. It was a one time opportunity. Good for them.GDP growth areas of the world are not going cold because super comfortable western based scientists say they should.

[quepassa] 15/6/2015 09:27

Anyone tracking down a copy of The Weekend FT to read what The Lex says, may also want to read the article on Page 3 by James Pickford headed:-

" Summer of disruption looms after activists turn night at the opera into chorus of disapproval".

Anti-CO2 emissions activists demonstrating at the Royal Opera House by unfurling anti-fossil fuel banners at a ROH production sponsored by BP.

It is interesting to consider the influential cross-section of society which will normally be making up the majority of the audience at a Covent garden performance of Puccini's La Boheme.

Watch out, seems to me that the Green Squad is gearing up to stigmatise coal as much as possible.

Interesting quote in Pickford's article which references Alistair Brown, policy officer from the Museums Association, saying that cultural institutions were in a "tight spot".

On the one hand, cultural organisations need as much sponsorship funding and philanthropic donations as they can get but on the other hand are " under increasing pressure from activists to divest from fossil fuel companies".

The anti-CO2 snowball keeps building.

ALL IMO. DYOR.
QP

[neilyb675] 15/6/2015 09:01

I love it.

[quepassa] 15/6/2015 08:23

Funny that, innit.

Could have almost written that article myself.

Interesting use of the term "hated commodity" by the influential Lex Column.

Yes, the title of the FT Lex Column is very interesting indeed:

Quote

Coal:
slagged off

Coal is the most hated commodity in the world

Unquote



Unfortunately, you are somewhat selective about the FT article and leave out a very important sentence from the article:-

"But finding an investable company that can make money at today's prices is not easy".


The full Lex Column article is essential reading.

It appears that I am not alone in describing coal as the most hated commodity.


ALL IMO. DYOR.
QP

[christh] 15/6/2015 08:08

THIS FROM THE FT TODAY.

Lex:

Coal: slagged off: Coal is the most hated commodity in the world. The tale of woe is familiar: falling demand in China, cheaper gas and subsidised renewable energy in North America and Europe, tighter emissions regulations. Surely it must be in decline, then? Not quite. Consumption grew 0.4% last year, against a 10-year average of 2.9%, according to BP’s energy review. But supply cuts have been slow in coming, so coal prices have slid — for thermal coal (used in power generation) from about $120 a tonne in 2012 to $59 now. Ditto share prices, especially in the U.S. Walter Energy is down 99% from its 2011 peak. It “deferred̶1; a $19 million interest payment on its debt this week. Most of the best assets in Australia, South Africa and Latin America are locked up in the diversified mining groups. Of these, even at those most exposed to coal, South 32 and Glencore, coal accounts for less than a fifth and a tenth of profits respectively. Shares in Chinese coal producers have been overinflated by the domestic equity boom; Shaanxi Coal has nearly tripled in a year. Indonesia, home to several large players, has a poor reputation for corporate governance. The U.S. looks like a falling knife.

----------------------------------------------------

So Do not let anyone fool you, Coal is growing and there will always be a demand for coal a primary fuel to generate power globally.

[quepassa] 14/6/2015 22:57

7329 refers.

QP

[christh] 14/6/2015 21:52

finally QP uncovered.

A former APF employee, dismissed for some reason and bearing his frustration
in this thread!
That's why would not call the company when I suggested doing for all his
grievances.

[quepassa] 14/6/2015 21:20

You have not got the guts to answer the question.

You are not man enough. You are a mouse.


ALL IMO. DYOR.
QP

[christh] 14/6/2015 21:10

You are a very worried person.A very disturbed person.
Why were you fired?
What did you do and got dismissed?

[quepassa] 14/6/2015 19:44

I see you have once again tried to deflect, avoid and not answer the last question as to whether you were enough of a man to respond this time.

Your silence on this point speaks volumes.

Here is the question again. It will not go away:-


Have you been saying the share price would go up for the last three years and has it?






Come on, answer.

If you are man enough, let's have your reply.



ALL IMO. DYOR.
QP

[christh] 14/6/2015 17:59

QP,
did you get the sack from APF as an employee or lost money gambling with APF?

[quepassa] 13/6/2015 23:06

The only lies and deception are yours.

You have ceaselessly been ramping this share for the last three years and encouraging people to buy into this stock. - That is disgraceful.

Throughout the last three years, the share price has collapsed from 300p to less than 100p.

Look at the graph of the share price again. It does not lie.

I have asked the same following question several times before but you appear to be totally unwilling or psychologically unable to answer this straightforward question with a simple yes or no, such is your self-delusion.

Come on, admit the truth.

I will repeat the question once again. Let's see if you are enough of a man to stare reality in the face and to answer it this time:-


Have you been saying the share price would go up for the last three years and has it?



ALL IMO. DYOR.
QP

[christh] 12/6/2015 19:07

QP,
is a liar.
He makes up his own stories, total nonsense.
He is not a shareholder not an investor.

BEWARE OF POSTS, THEY DO NOT PORTRAY THE TRUTH!

He definetely has a problem, mental of course with APF.

[rcturner2] 12/6/2015 16:02

QP knows his stuff and like me sold this stock when it was well over 200p.

Posters such as Chris and Neil are both sitting on massive losses here.

[neilyb675] 12/6/2015 15:03

"How do you explain that?"

_______________________________

Mental illness.

[christh] 12/6/2015 15:01

djgrantb,
do not be so sure!
There must be something there for him to want to know the accounts or the
revenue of APF.
Definetely something is not right with him.
Why waste his time in here if I he is not a holder or investor and still persist in blaming everyone in APF for the problems in commodities and markets.

Off course is hiding behind a user id in the forum here so his true identity is not known.
Whether he was fired or lost money gambling and blaming the company for that is something, we, the shareholders do not understand.
You buy the stocks in the market with open eyes and you do your research
prior to that, taking responsibility of your actions.
That's what most of do!

Many times ,I said to him if you are not happy or you have a grievance against APF give them a call or drop them an email!
He never did.
How do you explain that?

[djgrantb] 12/6/2015 14:45

Christh, Que passa, has his views which are debatable points, however he always seems to be knocking the stock, I'm not sure if he's an ex disgruntled employee.

[neilyb675] 12/6/2015 14:21

1,000,000% agreed

[christh] 12/6/2015 14:10

DO NOT LISTEN TO QP!

HE IS TALKING BxxxxxxS!

THE FACT IS COAL IS USED WIDELY AND WILL BE USED FOR EVER BECAUSE OF PURE ECONOMICS.

CHEAP TO PRODUCE, ABUNDANT ON EARTH, EASY TO USE.

THE DEMAND WILL GROW AND GROW AS THE ENERGY DEMAND IS GROWING GLOBALLY.

[bolador] 12/6/2015 11:59

"total fall from grace of coal"

So says one contributor here but coal in 2015 will produce 38% of Global electricity generation and 31% of Total Global energy production.
Any uptick in world GDP and coal prices will reflect this quickly.The buy low bit of buy low sell high seems relevant to APF right now. Certainly the recent large purchase of a new royalty by APF is very gutsy.