Anglo Pacific Share Discussion Threads

[toby tots] 13/11/2011 20:30

Nearly a whole page write-up in Mail on Sunday with buy rec.

[shavian] 12/11/2011 07:47

Impressive bounce back after going xd

[rcturner2] 09/11/2011 08:46

Anglo Pacific Group PLC ('the Company', 'Anglo Pacific') (LSE: APF) (TSX: APY) would like to clarify that the interim dividend of 4.25p per ordinary share for the year ended December 31, 2011 will be paid to shareholders on the share register at the close of business on November 11, 2011, not November 9, 2011 as previously announced. The Group's shares will be quoted ex dividend in Canada and London on November 9, 2011.

[haydock] 09/11/2011 08:40

Ex dividend today, last day for holders Nov 9th.

[atflores] 03/11/2011 23:15

Anything below 350 is an opportunity. Anything below 300 is a wonderful opportunity. But the difference won't matter much by this time next tear.

[haydock] 02/11/2011 15:38

Was discussing this one with DR Dre on Basic resource thread last week, he was positive.
Had thought about buying, but problem with broker, on this small cdn. stock.

[nielsc] 02/11/2011 11:20

haydock,

Those are fabulous results. Just looking at the header MAO is one of their
larger holdings.

TSX:MAO... MAUDORE MINERALS....... 3,194,100.... 4.150 CAD... £7,849,545.50

So an increase of around £1.6m on APF's books :-)

..and probably more to come n the future.

Cheers,
Niels

[haydock] 02/11/2011 09:03

Always had a soft spot for this holding:

[haydock] 31/10/2011 08:48

Must have got it all wrong re Mantra, very difficult to follow the sales of the many companies they invest in, but there should have been a more significant windfall from the m&a involved with this one, must have sold more than we knew in the past.
Steady as she goes, no revaluation of the CDN. coal, but no development progress.

[bountyhunter] 31/10/2011 08:39

a reliable company with steady progress, good as a long term investment in my view

[togglebrush] 31/10/2011 07:15

Q3 IMS extract

Highlights:

=- Increased royalty income for the quarter of GBP 8.3 million (GBP 6.6
million for Q3 2010)
=- Royalty cash flow per share for the nine months ended September 30, 2011
of 23.13p (21.06p for the comparable period in 2010)
=- Strong cash position at September 30, 2011 of GBP 23.5 million (GBP 28.3
million at December 31, 2010), with no borrowings or hedging
=- Completion of acquisition of royalties on Cliffs Natural Resources'
Black Thor, Black Label and Big Daddy chromite deposits
=- Completion of acquisition of Isua iron ore royalty from London Mining
Plc
=- Total assets of GBP 388.5 million at September 30, 2011 (GBP 415.6
million at December 31, 2010)

Peter Boycott, Chairman of Anglo Pacific, commented:

"We have continued to see a strong performance in our royalty portfolio and growth in our royalty income compared with the corresponding period in 2010, which demonstrates the strength of both our business model and strategy. We continue to benefit from top line revenue exposure at a time when the mining industry is subject to significant operating cost inflation.

The Group has also realised significant gains during the period from the disposal of its equity interests following takeovers of both First Coal Corporation and Goldminco Corporation. These and other disposals have provided valuable liquidity at a time when the Group is examining a number of royalty opportunities offering significant long term returns to shareholders. We have delivered on our stated goals of acquiring three to four new royalties annually with the recently completed chromite and iron ore acquisitions. These provide further diversification to our royalty portfolio and preserve our focus on projects owned and operated by established mining companies."

[nielsc] 28/10/2011 10:59

haydock,

I topped up with a few more today before the Q3 update.
Will be nice to get the div as well :-)

Cheers,
Niels

[haydock] 27/10/2011 17:00

LONDON, UNITED KINGDOM--(Marketwire - Oct. 26, 2011) - Anglo Pacific Group PLC ("Anglo Pacific", the "Group")
(LSE:APF)(TSX:APY) will announce its results for the third quarter ended 30 September, 2011, at 7.00am GMT on
Monday October 31, 2011. Following this there will be a conference call for analysts at 09.30am GMT.

I wonder if the Mantra cash will get a mention?

[haydock] 27/10/2011 16:57

BKY update.

[affemoose] 20/10/2011 15:23

APF's Chromite interests may face trouble:

[zoolook] 18/10/2011 19:30

Been out of this for a while but just noticed the share price drop. Anybody care to fill me in where the company is at re change of management, NAV and poteial demotion out of FTSE250.

[haydock] 17/10/2011 10:41

Suggest a vist to

Piedro's thread:

He is currently discussing the more obscure parts of the Aus coal royalty.

[stevenlondon3] 17/10/2011 10:19

I hope one of uou experts on anglo can hepl me?
1 Is the index provided by globalcoal a good indication of the current and historic price of coal and therefore very helpful in deciding AP's royalties.
2 Are the royalties tied to the currrent coal price or are they dependent on contracts that the owners of the producing mines have negotiated? Therefore the royalties AP recieves could be markedly different from the current coal price?

[haydock] 13/10/2011 23:15

Yes & all the cash coming in from the companies that have failed to run the course & been taken over, still waiting to see how many million exactly.
Thats another issue.

[rcturner2] 13/10/2011 21:32

There are issues with APF though. For example they do not have a huge number of producing licenses. That will make some people nervous.

[haydock] 13/10/2011 12:28

Had a brief look at the last week i/c.
APF is a buy & written up, heavy value put on the Aus coal& increased prospects there in for nothing, with new ground development.

However at the risk of repeating myself, for the hundreth time at least, not a jot about the CDN coal.

I do wish these highly paid people would do some homework, it's above ground on the web sites & bb's. The value is even stated @£2m.
They have only to look at the top of this page!!

I know Piedro puts far less emphasis on the CDN situation than i do, but for heavens sake has nobody ever wondered why he named his bb:
Highway to the future ?

Rant over, steady week.

[haydock] 11/10/2011 12:18

Chipperfrd has established a base metal bb.
There is just a chance that after years of pestering by me, he may attaempt to put a valuation on APF & fit it into his table. Don't hold yur breath folks he has a huge workload in life, but it could be very interesting.

[atflores] 11/10/2011 11:34

We are on the edge of a new boom period for coal. As long as their legal rights are respected, this company ought to take off like a rocket over the next 10 years.

[rcturner2] 10/10/2011 20:46

Much as I like this company, the chart is very weak. It didn't take much selling to drop the price sharply to 240p and below in intraday trading.