Anglo Pacific Share Discussion Threads

[hectorp] 20/5/2011 11:47

Mozy, they'll need a big removal van for that.

[rcturner2] 20/5/2011 11:04

Been away for a few days.

A nice turnaround for the longs and not great for my short lol. Its a september contract so plenty of time to see how things pan out.

I am not stupid enought to think that every trade I make will be a winner.

[mozy123] 20/5/2011 10:53

International removal company! LOL they forgot the word "coal" in that sentance!

[hectorp] 20/5/2011 10:50

That looks fine, hay. Glad I got in with the Directors.
- The spreadsheet is coming on too.
H.

[haydock] 20/5/2011 10:22

Piedro: announces Mantra scheme court approval: we are on for a large cash inflow, very large indeed !!

Not these days company changing, but a very nice problem for the directors, how do we spend the cash / or not, may choose to top up the cash situation as it was £6m or so down this qtr.

[toby tots] 20/5/2011 09:45

Yesterday's Times market report

Directors buying shares in Anglo Pacific lifted the international removal
company 26p to 312p. Lol!

[haydock] 20/5/2011 09:29

Well its on Hornblower bb done before the fall.
Failure again!!!

[haydock] 20/5/2011 09:15

May be nearer !!

[haydock] 20/5/2011 08:57

Chart a few days ago: first attempt, may not work.

p.php?pid=chartscreenshot&u=jHyFoBo9BUonbun5z8rS0y875IDBjLKkvUULH4zbl8c%3D

[amitkoth] 20/5/2011 08:10

Thanks ned, posted this link there.

[ned] 19/5/2011 18:23

amitkoth

Piedro has a quieter APF thread here with a lot of useful info.

[stevie blunder] 19/5/2011 14:28

I have filled in a couple of blanks, info taken from the latest presentation.

I picked the easy ones ;-)))

[amitkoth] 19/5/2011 13:22

The best way is a public google spreadsheet, just setup the first version of that here, anyone who can chip in with the data should work there - it helps us all.

https://spreadsheets.google.com/ccc?key=0AjFsQ8d1GocEdGZKb3VSU2VOdUZXUDdPRFZxaDRjWUE&hl=en&authkey=CIqk_s4G

Can you all confirm you can see/edit the sheet? Haydock - can you get Piedro and anyone else involved?

[amitkoth] 19/5/2011 11:58

any seed info to start would help a lot - yes. Piedro?

I'm on a mission to get to the bottom of this and we could collaborate and draw all the known public data for each company. I feel sure they have projected production figures for each.

[haydock] 19/5/2011 11:53

amitkoth
Very kind of you to attempt, this.
Perhaps a chat with Piedro, may be usefull?

[hectorp] 19/5/2011 11:38

good chap, amitkoth.

[amitkoth] 19/5/2011 11:08

I will start this myself and make an inventory of each royalty and each known estimate of future production. Will find a way to feed this back here if it's useful enough. I'll assume conservative resource prices for each.

[haydock] 19/5/2011 10:54

amitkoth:
In my days of "I want to be alone" or nearly on here, we have long needed some modelling of the financials.

Best of luck with the job, they are very secretive.
Chip is now in the shares & really although he is far too busy, i would hope that someday he may be able to help.

[gavapentin] 19/5/2011 10:41

OT
Hectorp - long since ignored
Christh - the point was that you kept posting bullish comment after bullish comment - I am a bull here myself but don't need 10 posts to tell me what I know. It seemed excessive. It is about balance. In my long history as an investor I have learnt not to fall in love with a share - that is when I have lost -the dark days of OXB!
Hence why I agreed with Piedro - and if you noticed, I politely asked you not to post there AND said thank you when you didn't.

[drewz] 19/5/2011 10:30

Beware - the downtrend is still in place!

[edmondj] 19/5/2011 10:18

It's a tricky and complex exercise, the uncertainty of which may be keeping some people out of the shares, with a rationale the Q1 results were rather exceptional in benefiting from high coal prices and the boost from disposals is declining.

But you can be sure, management will have such a model!

[amitkoth] 19/5/2011 10:07

I should add that Kestrel income will only increase in the next few years, with the mine extension, so nothing to worry about there! Simply wanted to understand the long term picture, the new springing potatoes ;-)

[amitkoth] 19/5/2011 10:01

Indeed. Interested in where the Mantra cash went. Quiet investing in more equities?

I'm trying to build a forecast atm of impending royalty cashflows beyond Kestrel, so that I can see a clear picture of cashflows in the years ahead. Difficult to estimate of course, depends on when a lot of their underlying mines start producing. Has anyone built a model with insight into these future predicted cashflows, based on underlying production forecasts for each early-stage royalty?

[edmondj] 19/5/2011 09:42

When the market indulges some bout of folly, extending a share from any reasonable sense of fair value, there is usually someone - or plenty! - who jump on the bandwagon with a trading position, saying fundamentals don't count and this trend has a lot further to go. "The charts confirm so", etc.

A good example how this can herald a turning point.