Anglo Pacific Share Discussion Threads

[christh] 06/6/2011 22:19

The FD must be very busy this week receiving the money and start
preparing the accounts for the next quarter.

Just keep piling your holding ready for the next divi.

[haywards26] 06/6/2011 16:33

If I am reading the news release from Mantra correctly, the disposal proceeds should be working their way to APF over the coming days..

[haywards26] 06/6/2011 16:28

I have some ISA profits from a recent investment disposal. Am mulling over a further top up in either APF or VOD hmmm. I think the two equity investment disposals currently going through will pull through to the bottom line profits nicely here.

[christh] 06/6/2011 15:40

Haywards26,
thanks.

Just another tick in the profits!
All good pointers to a higher divi.

[haywards26] 06/6/2011 15:12

More royalties about to come online this month.



Payback on the original royalty investment made appears to be very good.

[atflores] 03/6/2011 08:58

The good times for fossil fuels may be just beginning:

'Are we living at the beginning of the Age of Fossil Fuels, not its final decades? The very thought goes against everything that politicians and the educated public have been taught to believe in the past generation. '

[rcturner2] 02/6/2011 12:49

Its a september contract, as I posted above.

[bountyhunter] 02/6/2011 11:41

lol, still shorting then?

[rcturner2] 02/6/2011 11:36

It isn't about demand etc, its about the movement of the share price.

[bountyhunter] 02/6/2011 09:55

I see you short term point but my investment is for the longer term. Coal in particular is going to be in higher demand especially with Germany, Italy etc walking away from Nuclear energy in the light of Fukushima.

[rcturner2] 02/6/2011 09:52

bounty, if you seriously use MA 200 then you must know that the cross below it is a sell signal. 200 is a very long time frame though, please post the chart using MA 50 to see my point.

[bountyhunter] 02/6/2011 08:55

try 200, that shows the trend nicely

[rcturner2] 02/6/2011 08:20

If you put up the chart for APF and add a simple moving average and change the time period to 50, you can clearly see the trend for this share.

[christh] 01/6/2011 20:39

Nuclear power can not be replaced by any form of fuel at present.
Why?
Because there is no efficient method of producing megawatts or gigawatts
of electricity other than usung Nuclear fusion.
Nuclear it is cheaper than ay other form of fuel provided all safety measures are followed down to the letter and the power stations are modern using new technology.

Germany will never abandon nuclear power.Its only to appease politicians and the country.Its economy is relying on constant generation of electricity.
Turbines and solar will not produce the equivalent of a single nuclear power
station.
Besides they need to have the ideal weather and its seasonal.
Solar power is at its max during the summrt period (2 months in Germany?)
and the Turbines need to be away from populated areas.
Therefore its neither viable nor practical.

Coal its cheap but need huge amount and has to be dug out of the ground
and is limited.When there is a massive demand then the price will shoot up
and become expensive.

Either way APF has invested in both minerals and receiving royalties.

[hectorp] 01/6/2011 13:03

Agree re gas and coal , eg Germany cannot replace the output of 21 Nuclear stations in 10 years with solar and wind. Turbines don't turn when it is very cold in winter either. However they intend to import power created by Nuclear from France and Poland.!
I can see an equal problem arising in Scotland which are doing away with all nuclear.

[atflores] 01/6/2011 11:34

'However, post Fukushima, nuclear power is going to be more expensive. The key beneficiary will not be renewable energy, which (in the absence of a carbon tax) still requires extensive subsidy. Instead, expect the gas and coal industries to gain in a big way. Thanks to energy hungry India and China, world coal use is already rising by 5 per cent per annum - faster than any other fuel.

Global demand for coal is forecast to jump by another half in the next two decades. Even before Fukushima, coal's share in global electricity generation was set to increase from 41 per cent to 44 per cent by 2030. Reason: coal is the cheapest form of energy on the planet.'

Source:

[fieldhouse] 31/5/2011 09:52

christh,
Agree,same reasons i am here,added a few more when the directors topped up.
FH

[mozy123] 28/5/2011 11:06

Why pay out a high yield when the company can buy assets at 7% yield! Keep the money and invest it on my behalf! Thanks APF!

[christh] 28/5/2011 10:08

toby tots,
True the yield does not match big FTSE stocks but look at APF the growth seems to double or treble every 2 years.

The yield is low but is increased every year at 9% of the divi the previous year.
Next year will increase maybe at 3.5% but look at the profits, they increase every year substantially.
The company pays a lower divi but uses the profit to grow with more royalties and buying growing stocks.
i.e Golminco paid about $o.o1(1 cent) per share and they are selling at
$0.1(10 cents) a profit of C$8.2million.
Also Herencia sold at good profit, Mantra resources another profit.

A couple of years the price was stuck at 140p and was I getting really annoyed.
At a show I met one famous analyst who I must admit, he is good and said to me hold on as it is imminent for a breakout.
And it did... gone passed 200p,300p,350p, and heading to 400p the next milestone.
This is not meant for the get rich quick but those with a long term view,
for a pension fund.
So far APF noved to the FTSE 250 so the next step is rising to the top of FTSE 250 and in 10 years time will be in the FTSE 100.
The investments that APF makes are well thought and well researched
and expected to deliver a good return.
I hold at various levels staring from 280p-370p
At every opportunity I top up and even better use my ISA allowance.
Anything less than 370p is cheap.
One factor to take into account is the directors are committed to the shareholders and BUY shares with their own money,all the time.
The FD joined a few years ago has been increasing its holding now standing at around 366,000 shares.
Other directors own million of shares.
Forget the current price and look at the 3year pattern.It should start to move up in a few months time.And that's a fact.

This is why I selected APF.

[toby tots] 28/5/2011 09:27

Christh

One problem is that even at this low price the yield is only 3%. Plenty of
large , safe,FTSE100 shares are yielding twice this!

[drewz] 27/5/2011 10:44

Time will tell, but I'm happy to be sitting on the side watching with cash ready at this stage.

[edmondj] 27/5/2011 10:43

The recent downtrend probably has much to do with de-risking of equity portfolios - i.e. away from commodities in general - into defensives such as pharma/tobacco, in response to debt risks rearing up again.

[rcturner2] 27/5/2011 10:39

I dont agree with that at all. From the Jan 11 peak we are very much in the same downtrend from that point. A few spikes either side of that trend do not change its overall direction.

[gengulphus] 27/5/2011 09:43

drewz,

The reaction up against the ceiling of the downtrend failed to break out.

The trendline of the previous downtrend was down to about 310p and the share price rose to about 325p. That's about 5% above the 'ceiling', enough to make it a breakout in my book...

It may well be that a new, slower-falling downtrend is being established with its 'ceiling' currently a bit below 325p - indeed, with a few extra days of price data since I last posted about this, that looks to me the most likely technical interpretation of what is going on (though not the only one). But it isn't the same downtrend as before!

Gengulphus