Anglo Pacific Dividends - APF

Anglo Pacific Dividends - APF

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Stock Name Stock Symbol Market Stock Type
Anglo Pacific Group Plc APF London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
0.20 0.15% 132.20 16:21:26
Open Price Low Price High Price Close Price Previous Close
132.60 132.00 134.00 132.20 132.00
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Industry Sector

Anglo Pacific APF Dividends History

Announcement Date Type Currency Dividend Amount Period Start Period End Ex Date Record Date Payment Date Total Dividend Amount

Top Dividend Posts

cocopah: #LLB Great mind and all that … I was musing over what the final dividend might be! I’m still trying to get my head round whether a significant year-end divi will be paid, given the need to reduce the debt and finance the upcoming investment down-payments even though I know we will have the Narrabri money incoming at some point. Somewhere in the dim and distant past I remember a payout ratio of 65% quoted as the strategic ambition. Without the other encumbrances I mentioned above 3.75p is probably light but it’s difficult to see the woods from the trees atm. I guess it also might depend upon the views of the new CEO?
dogberry202000: Yes, that's the way I see things. Contextually commodities overall are coming off of a bear market low base after the last top in 2009. With rising inflation more readily acknowledged next year and beyond APF are well set, with a likely rising dividend over the coming years.On another note the short term chart arguably shows an inverted head and shoulders and with seasonality for commodities set to kick in over the next few months APF should do well. This is a quality company and if I did not own some shares I would be anxious to get in here.
johnrxx99: APF is transitioning away from coal royalties in Australia to a portfolio focused on "green" related and energy/industrial metals. Anglo Pacific is aiming to become a leading natural resources company through investing in high-quality projects in preferred jurisdictions with trusted counter-parties, underpinned by strong ESG principles. With a diverse portfolio of assets in well established mining jurisdictions and a strong balance sheet to fund new acquisitions, it has a good base from which to grow. Its strategy is to build on its portfolio of royalties and metal streams, focusing on accelerating income growth through acquiring royalties in cash or near-term cash producing assets, as well as investment in earlier stage royalties. It is a continuing policy of the Company to pay a substantial portion of these royalties to shareholders as dividends Producing Royalties:- Voisey’s Bay Mine - Cobalt Kestrel - Coking Coal Iron Ore Company of Canada (IOC) - Iron Ore Mantos Blancos - Copper Maracás Menchen - Vanadium Cigar Lake Mine / McClean Lake Mill - Uranium Toll Mining Narrabri Thermal & PCI - Coal - Oct. 21, sale to owner, proceeds in tranches to 2026 Four Mile - Uranium El Valle-Boinás/Carles -Gold, Copper & Silver Development Royalties:- Piauí - Nickel & Cobalt Salamanca - Uranium Early Stage Royalties:- Cañariaco - Copper Pilbara - Iron Ore Dugbe 1 - Gold Ring of Fire - Chromite Amapá & Tucano - Iron Ore Company website: Link to 3 June 2021 webinar: (courtesy of oshy92)
laurence llewelyn binliner: #Cocopops, very close to it yes, net debt at Q3 of -GBP60M/USD82.5M but with the November/December dividend payments of 1.75p or USD5M each outstanding.. Deleveraging per quarter at close to +USD20M after dividends for Q4/Q1 is possible smashing down the -USD114M/150M debt ahead of the FY dividend payable, building up plenty of headroom for the Incoa/BRN royalties that need funding next and we should be able to keep hold of LIORC which is adding dividend income so if we can keep it, we should IMO.. 3 dividends coming shareholders way in a little over 3 months.. :o)
andydaf: QP thanks for your time and thoughts,must be a busy time organizing air travel and restaurants if your attending cop26,its apt that cop26 is taking place in scotland where they have cleared 17283acres of forest and downed 14 million trees to site onshore windfarms.You are correct though APF has done a bit of greenwashing at a price and i fear they will still not attract the esg investment community.As you know there,s a wall of money waiting to back suitable esg projects.Unfortunately these investors as boris and sunak have found out are requiring guaranteed returns through subsidies.Why risk your money on risky mining operations where anything could go wrong when you can get a good return by forcing the poorest to part with their money to the wealthy elite.The coal royalty has now gone for better or worse so requires no further discussion.Shame about those trees QP might have absorbed some of the excess co2 thats going to be expelled in glassgow.APF is now a play on green metals,the share price will be determined by earnings and market sentiment.Interesting times are about to be upon us with the energy transition and i am sure its not going to be plain sailing.Will the rest of the world let the consumer economies of the west plunder the earths commodities using printed money or will they demand something more tangible?But have no fear Boris with his coherent policies and grasp of the detail ably supported by Biden if he can remenber what day of the week it is and why he,s there i,m sure cop26 will be a great success.As alwys good luck with everyones investments and dyor
beltd: I fully understand the feeling on coal at driving the mining off it underground, no pun intended. However it is worth remembering that maybe it is ESG at fault more than APF. They after all have articulated a strategic intent to take this approach. Those like myself who remained holders should therefore not complain, we held knowing the strategy. I don't think APF is ultimately big enough to shake a fist at ESG but I do question Tragers choice of language in the rns. Delighted to have done a deal that has cost us many millions. To cheer myself up I look at the price of the materials we have in our portfolio. Ultimately the world needs to transition in all but very fews opinion.
laurence llewelyn binliner: #Sporazene2, interesting find... Vancouver, British Columbia – Cotec Holdings Corp. (TSX-V: CTH.H) (“CoTec” or the "Company") is pleased to announce that Mr. Julian Treger has been appointed to its Board of Directors and as Chief Executive Officer (“CEO”) Designate and will succeed Mr. Hendrik Dietrichsen as CEO of the Company in due course. Mr. Treger has recently announced his intention to step down from his CEO role at Anglo Pacific Group Plc (“Anglo Pacific”) on March 31, 2022. In the interim he will continue to fulfill his duties as CEO of Anglo Pacific while utilizing up to twenty percent of his time during the transition period, to pursue other activities including his responsibility to CoTec.. JT has bought 10% (20% with warrants) of them through his investment vehicle Kings Chapel, which AFAIR is the same Co that sold some of his APF shares recently.. APF is much better positioned and stronger for JTs inputs and the next chapter for APF and our new CEO is yet to be announced, but I have a feeling this is already in the bag and waiting to Shine.. :o)
masurenguy: Clarification of Dividend Timetable Anglo Pacific Group PLC (LSE: APF, TSX: APY) announces clarification of the dividend timetable. Following the move to reporting results in US dollars rather than in pound sterling the Company reconfirm that the Q1 2021 interim dividend of 1.75p, will be paid on 10 November to shareholders on the register at 8 October 2021.
illiswilgig: Thank you both for your detailed posts. Nice usernames both by the way! My comment that Kestrel might suprise to the upside is based upon H1 2019 Australian Hard Coking Coal prices in the range 190 USD/mT - 214 USD/mT (FOB) Source - IEA 2020report and APF royalty in H1 2019 of 22.7m GBP - as a comparator. At the start of H2 2021 coking coal prices shot up to above 200 USD/mT and have so far - ok thats only 6weeks so far) stayed above 200 USD/mT If they stay above 200 USD/mT APF royalty could meet or exceed the 22.7m GPB of H12019. This is not intended to be a prediction - just an observation that at current prices the Kestrel royalty increases very rapidly and that the mine may choose to try to maximise sale contracts whilst the price is high? That's the upside. I reworked my figures for a higher price a couple of weeks ago and pencilled in H2 APF royalty of 18.5m - pro-rata 9.25m for Q3. Shamefully your excellent work has shown me that I forgot to convert to AUD to calculate the royalty APF can expect to receive. The good news is that I underestimated APF royalty at these high prices. Having included the conversion to and from AUD (my figures are the same as those Stevie gives but my base case contract price is USD190 rather than USD150) - my calclation now gives At price of 190 USD/mT I estimate APF royalty is 10.9 USD/mT and at output of 2.5m mT H2 royalty of 19.56m GBP (27.2m USD) or Q3 royalty of 9.7m GBP pro-rata. At 200 USD/mT and 3m mT output that increases significantly - H2 royalty 25m GBP for H2 12.5m for Q3 I am not suggesting that these upside figures will be achieved - just to show that at these prices APF royalty increases significantly due to increasing contribution from the 15% top rate. If [1] prices remain above 200 USD /mT [2] Kestrel chooses to increase output or decrease stockpiles into the higher prices [3] GBP does not strengthen further against the USD then Kestrel royalty has the potential for significant upside surprise, Hopefully I've not made that too confusing? cheers
melody9999: COP26 is one of the reasons I am invested here, and in IPX come to that. As suggested, COP26 will place increasing emphasis on climate change and clean energy. But COP26 will not change the price of coal and therefore the revenue that APF derive from those assets - that price will be driven by demand. The point here is that APF are currently valued based on a coal portfolio,(look how the share price was falling until Dec 20) but are changing that towards greener cleaner metals over time. I hope for at least one further such addition to the portfolio prior to COP26. Apart from the 6% dividend and the increasing metals prices, with APF you get exposure to a portfolio of assets - so lower risk. With Voisey Bay 61% of exposure is now base/battery metals. Coal is present but decreasing in importance - and the company has publicly stated exposure to coal will continue to decline. So IMHO, you can select between a company that is already 'green' and therefore likely to be more highly rated, or in APF which is cheaper because of the legacy coal asset. I think both will do well over the coming months as COP26 approaches but it is the change in APFs portfolio towards base/battery metals that may provide an extra "kicker". DYOR
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