Anglo Pacific Share Discussion Threads

[wilmot666] 14/1/2021 21:21

But think of the warmer summers. Wondering if the Outer Hebrides could become the new Caribbean. Thinking of investing my APF gains in land for a beach villa.

[quepassa] 14/1/2021 17:30

Hey pockie, It is clear that you think that AIR POLLUTION is a laughing matter. Here's a link to the WORLD HEALTH ORGANISATION web-site which estimates that 4.2 MILLION DEATHS occur as a result of exposure to outdoor air pollution EVERY YEAR:- hXXps://www.who.int/health-topics/air-pollution#tab=tab_1 You'll probably find that very amusing as well. Most won't COP26 will undoubtedly pile massive further pressure on Institutional investors to radically cut investments in the polluting industries this year. ALL IMO. DYOR. QP

[laurence llewelyn binliner] 14/1/2021 17:09

#Pocketstones ... Q4/FY update next week, 20.01.2020 last year and 21.01.2019 ...things do seem to be warming up a little here now as the companies income is going up.. :o) Best estimate on FY2020 income..? GBP 32.5-35M pending Q4 earnings.. The bulk of our larger earnings landing inside 2021-Q1 2020 FY Dividend ...?

[pockstones] 14/1/2021 17:05

Watch Que turn bullish then run like hell

[rimau1] 14/1/2021 11:56

Good timing Sphere! I am a LTH but just out of interest what is your target price on the break-out?

[sphere25] 13/1/2021 15:10

Nipped in for a few here as a short term play. It's 129 vs 137. Stick a stop under the former and naturally looking for a breach of the latter. Trying to play that chart for a mimic of the move in April last year. Let's see what the algos do. All imo DYOR

[laurence llewelyn binliner] 10/1/2021 21:29

#Sporazene2, yes, LIORC declare early in the 3rd month of their quarter, and their XD is the last day of that quarter, declared 15.12.2020, XD 31.12.2020, payable 26.01.2021 so assuming the iron ore prices used in their calcs are for the 3 previous months (ie September/October/November) Jan 26 2021 | 0.250 | 1.550 | 1.800 actual | IO average of USD 122 | GBP 4.7M The next dividend would use December/January/February prices, and using the average IO price to date would give us USD 152 and a further upside of 25% which based on our 7.01% holding only would yield.. April 25 2021 | 0.25 | 2.00 | 2.25 CND total | GBP 5.85M income.. :o)

[sporazene2] 10/1/2021 20:41

Laurence Llewelyn Binliner - LIORC Q1 Dividend announced first week of March last year so will be interesting to see the direction of travel. Iron Ore price forecast appear to be reasonable and this article also hinting at Coking Coal price recovery. https://www.metalbulletin.com/Article/3967214/RESEARCH-Iron-ore-prices-to-remain-strong-into-2021-Australian-coking-coal-prices-hint-recovery.html

[laurence llewelyn binliner] 10/1/2021 18:51

As the LIORC dividend income increases, a look at where we could be in 2021.. Jan 25 2019 | 0.250 | 0.350 | 0.600 Apr 25 2019 | 0.250 | 0.800 | 1.050 Jul 25 2019 | 0.250 | 0.650 | 0.900 Oct 25 2019 | 0.250 | 0.750 | 1.000 Total | 1.000 | 2.550 | 3.550 Corresponding income received inside our 2019 year GBP 8.7M Corresponding income received inside our 2020 year GBP 4.50M (est) Jan 26 2021 | 0.250 | 1.550 | 1.800 actual Apr 25 2021 | 0.250 | 1.750 | 2.000 est Jul 25 2021 | 0.250 | 1.750 | 2.000 est Oct 25 2021 | 0.250 | 1.750 | 2.000 est Total | 1.000 | 6.800 | 7.800 est Corresponding income received inside our 2021 year GBP 19.0M (est) Fair to say the upside is looking good .. :o)

[quepassa] 09/1/2021 20:35

some others think this is a great dividend. Anyone recall how much dividend was paid 10 years ago in 2011 Full Year to Feb 2011 - 9.05p Full year to April 2020 - 9p Dividend lower than ten years ago.

[quepassa] 09/1/2021 20:31

munin always moanin' never any meanin'... Price TEN YEARS AGO 330p Today c 135p ....he thinks that's good performance. hint...it's not truth hurts dunnit.

[madengland_] 09/1/2021 19:57

Well I think what he fails to grasp is that the vast majority of people agree that behaviours need to change to improve climate over the long term. Capitalism and funds such as these are and will continue to adapt. In the meanwhile it's a bargain.

[quepassa] 09/1/2021 10:13

share price performance: Jan 2011 335p Jan 2014 180p Jan 2018 152p Dec 30th 2020 130p If you factor in the rate of inflation, the capital loss for long-term investors like pokkie has been truly staggering. However, in the coming year of COP26 I see more of the same trend as increasing cohorts of institutional investors divest themselves of investments where a significant portion of income is derived from fossil fuel exploitation. ALL IMO. DYOR. QP

[pockstones] 09/1/2021 10:12

Steady on Que no ramping here

[laurence llewelyn binliner] 09/1/2021 09:52

#pocketstones..., 2019 profit after tax, which includes valuation and impairment charges, in line with previous year of £29.0M resulting in basic earnings per share of 16.06p (2019 trailing P/E of 7.5) 2020 estimate earnings | GBP40M | net 21M | EPS 8.5 | P/E 14 2021 estimate earnings | GBP60M | net 31M | EPS 17.5 | forward P/E 7.7 ...? Currently undervalued by a half IMO with a 6/7% yield 2021 dividends likely to be c10p and 7.5% at 130p.. :o)

[quepassa] 09/1/2021 00:03

Hey pockie, It is clear that you think that AIR POLLUTION is a laughing matter. Here's a link to the WORLD HEALTH ORGANISATION web-site which estimates that 4.2 MILLION DEATHS occur as a result of exposure to outdoor air pollution EVERY YEAR:- hXXps://www.who.int/health-topics/air-pollution#tab=tab_1 You'll probably find that very amusing as well. Most won't COP26 will undoubtedly pile massive further pressure on Institutional investors to radically cut investments in the polluting industries this year. ALL IMO. DYOR. QP

[quepassa] 08/1/2021 23:51

share price performance: Jan 2011 335p Jan 2014 180p Jan 2018 152p Dec 30th 2020 130p If you factor in the rate of inflation, the capital loss for long-term investors like pokkie has been truly staggering. However, in the coming year of COP26 I see more of the same trend as increasing cohorts of institutional investors divest themselves of investments where a significant portion of income is derived from fossil fuel exploitation. ALL IMO. DYOR. QP

[pockstones] 08/1/2021 21:52

This is on less than seven times current year earnings paying 9p Que is a scamp for being so subtle with his recommendations great call kept me in

[pockstones] 08/1/2021 21:52

This is on less than seven times current year earnings paying 9p Que is a scamp for being so subtle with his recommendations great call kept me in

[madengland_] 07/1/2021 18:16

Ps capitalism is the answer sorry i mean THE ANSWER

[madengland_] 07/1/2021 18:15

DOES POSTING IN CAPITALS HELP MAKE A POINT

[quepassa] 07/1/2021 17:11

Thanks to pockie, I will forthwith be posting a lot more about the destruction of the Amazon Rain Forests.

[quepassa] 07/1/2021 17:10

Hey pockie, It is clear that you think that AIR POLLUTION is a laughing matter. Here's a link to the WORLD HEALTH ORGANISATION web-site which estimates that 4.2 MILLION DEATHS occur as a result of exposure to outdoor air pollution EVERY YEAR:- hXXps://www.who.int/health-topics/air-pollution#tab=tab_1 You'll probably find that very amusing as well. Most won't COP26 will undoubtedly pile massive further pressure on Institutional investors to radically cut investments in the polluting industries this year. ALL IMO. DYOR. QP

[pockstones] 07/1/2021 16:52

I guess Que was calling it up thirty percent not enough for him I was not sure