Anglo Pacific Share Discussion Threads

[pockstones] 15/12/2019 18:17

But why Que Passa why a fact without a thought is an orphan

[quepassa] 14/12/2019 15:33

Berenberg cut Target Price.

[sam 4224] 14/12/2019 14:46

totally agree. these boards are so good when you have serious and knowledgeable investors contributing. They are undermined when people use them for narrow political views and dogma

[quepassa] 14/12/2019 13:36

Lots of very negative news recently about coal:-



-More and more investors are shunning the sector on ESG concerns.

-Coal usage tailing off rapidly in Europe.

-China now emphasising renewables more and more.

-Greta Thunberg impact on climate change and awareness about fossil fuel pollutants growing and especially with younger generations.

-Eight USA coal companies have filed for bankruptcy this year so far.


An interesting BBC article today headed:- COAL: IS THIS THE BEGINNING OF THE END?


Link here:- hXXps://www.bbc.co.uk/news/science-environment-50520962


and also a fascinating article in the Wall Street Journal dated 24th. November headed: BETS ON COAL END WHERE THEY STARTED: IN BANKRUPTCY

wXX.wsj.com/articles/bets-on-coal-end-where-they-started-in-bankruptcy




A very difficult sector.

ALL IMO. DYOR. QP

[sam 4224] 14/12/2019 12:36

sleepy sleepy sleepy. what a boring repetitive person you are

[pockstones] 14/12/2019 11:57

Agreed the Berenberg notes maps out the declining role of coal and rise of nickel copper iron ore etc the downgrade reflects current pricing of Vanadium as much as coking coal still if he is an investor nice to know that there is someone stupider than the rest of us

[the deacon] 14/12/2019 10:36

It's a shame admin can't or won't boot him out. Que Passa is just mindlessly spamming boards

[quepassa] 14/12/2019 10:03

Canary in the coal sector??

The share price of sector bellwether Whitehaven Coal (and majority owner/operator of Narrabri coal mine) is now down approaching a massive 50% over 18 months, despite record 2019 f/y results.

Whitehaven share price:-

June 2018 - A$5.78
Today - A$3.00

Whitehaven Coal shares now approaching an astonishing yield of 9%.


COP25 Madrid adds further sector woe and attracts much ongoing media coverage which significantly influences and informs investor opinion and sentiment.

Institutional investors increasingly shun fossil fuel related investments and embrace the growing and compelling importance of ESG investment.


ALL IMO. DYOR.
QP

[quepassa] 14/12/2019 10:02

Lots of very negative news recently about coal:-



-More and more investors are shunning the sector on ESG concerns.

-Coal usage tailing off rapidly in Europe.

-China now emphasising renewables more and more.

-Greta Thunberg impact on climate change and awareness about fossil fuel pollutants growing and especially with younger generations.

-Eight USA coal companies have filed for bankruptcy this year so far.


An interesting BBC article today headed:- COAL: IS THIS THE BEGINNING OF THE END?


Link here:- hXXps://www.bbc.co.uk/news/science-environment-50520962


and also a fascinating article in the Wall Street Journal dated 24th. November headed: BETS ON COAL END WHERE THEY STARTED: IN BANKRUPTCY

wXX.wsj.com/articles/bets-on-coal-end-where-they-started-in-bankruptcy




A very difficult sector.

ALL IMO. DYOR. QP

[homshaw] 14/12/2019 08:35

You don't mind him making a point but he is like a parrot.

[quepassa] 12/12/2019 17:38

Canary in the coal sector??

The share price of sector bellwether Whitehaven Coal (and majority owner/operator of Narrabri coal mine) is now down approaching a massive 50% over 18 months, despite record 2019 f/y results.

Whitehaven share price:-

June 2018 - A$5.78
Today - A$3.00

Whitehaven Coal shares now approaching an astonishing yield of 9%.


COP25 Madrid adds further sector woe and attracts much ongoing media coverage which significantly influences and informs investor opinion and sentiment.

Institutional investors increasingly shun fossil fuel related investments and embrace the growing and compelling importance of ESG investment.


ALL IMO. DYOR.
QP

[quepassa] 12/12/2019 17:37

Lots of very negative news recently about coal:-



-More and more investors are shunning the sector on ESG concerns.

-Coal usage tailing off rapidly in Europe.

-China now emphasising renewables more and more.

-Greta Thunberg impact on climate change and awareness about fossil fuel pollutants growing and especially with younger generations.

-Eight USA coal companies have filed for bankruptcy this year so far.


An interesting BBC article today headed:- COAL: IS THIS THE BEGINNING OF THE END?


Link here:- hXXps://www.bbc.co.uk/news/science-environment-50520962


and also a fascinating article in the Wall Street Journal dated 24th. November headed: BETS ON COAL END WHERE THEY STARTED: IN BANKRUPTCY

wXX.wsj.com/articles/bets-on-coal-end-where-they-started-in-bankruptcy




A very difficult sector.

ALL IMO. DYOR. QP

[the deacon] 12/12/2019 17:14

My sentiments exactly SIC1969. QP is best filtered.

[quepassa] 12/12/2019 16:00

Lots of very negative news recently about coal:-



-More and more investors are shunning the sector on ESG concerns.

-Coal usage tailing off rapidly in Europe.

-China now emphasising renewables more and more.

-Greta Thunberg impact on climate change and awareness about fossil fuel pollutants growing and especially with younger generations.

-Eight USA coal companies have filed for bankruptcy this year so far.


An interesting BBC article today headed:- COAL: IS THIS THE BEGINNING OF THE END?


Link here:- hXXps://www.bbc.co.uk/news/science-environment-50520962


and also a fascinating article in the Wall Street Journal dated 24th. November headed: BETS ON COAL END WHERE THEY STARTED: IN BANKRUPTCY

wXX.wsj.com/articles/bets-on-coal-end-where-they-started-in-bankruptcy




A very difficult sector.

ALL IMO. DYOR. QP

[quepassa] 12/12/2019 16:00

Whitehaven.

DOWN from A$3 to A$2.63

since last post.

A fall by c.13%.

The canary sings??



ALL IMO. DYOR.
QP

[quepassa] 12/12/2019 16:00

Canary in the coal sector??

The share price of sector bellwether Whitehaven Coal (and majority owner/operator of Narrabri coal mine) is now down approaching a massive 50% over 18 months, despite record 2019 f/y results.

Whitehaven share price:-

June 2018 - A$5.78
Today - A$3.00

Whitehaven Coal shares now approaching an astonishing yield of 9%.


COP25 Madrid adds further sector woe and attracts much ongoing media coverage which significantly influences and informs investor opinion and sentiment.

Institutional investors increasingly shun fossil fuel related investments and embrace the growing and compelling importance of ESG investment.


ALL IMO. DYOR.
QP

[sic1969] 12/12/2019 15:37

This is my favourite and least worrying investment.

Of course if QP gets voted in as PM I'll start to worry, but since that isn't going to happen I'm happy.

I also think APF will eventually be bought out by one of the Yank companies since the US peers operate on a much bigger multiple, so theyd be buying a well run fantastic asset at (to them) super cheap prices.

[emeraldzebra] 12/12/2019 09:16

Yep - this one should push better gently through the cold winter. Wooly mitts and hat for the whining Greta in her Christmas stocking no doubt.

[the deacon] 12/12/2019 08:03

A nice chunky dividend on its way for Q1 then

[piwood] 12/12/2019 07:52

The cumulative total dividends for the year ended 31 December 2019 will be no less than 9p per share!

[the deacon] 11/12/2019 20:31

Good vote of confidence from Institutional Investor Schroeder's today. Clearly they're impressed by the diversity of APF's portfolio, their well covered dividend, their swivel to a renewable/green energy future and the company's ESG commitment.

[quepassa] 11/12/2019 19:01

Greta Thunberg named Person of the Year by Time.

[quepassa] 11/12/2019 19:00

Canary in the coal sector??

The share price of sector bellwether Whitehaven Coal (and majority owner/operator of Narrabri coal mine) is now down approaching a massive 50% over 18 months, despite record 2019 f/y results.

Whitehaven share price:-

June 2018 - A$5.78
Today - A$3.00

Whitehaven Coal shares now approaching an astonishing yield of 9%.


COP25 Madrid adds further sector woe and attracts much ongoing media coverage which significantly influences and informs investor opinion and sentiment.

Institutional investors increasingly shun fossil fuel related investments and embrace the growing and compelling importance of ESG investment.


ALL IMO. DYOR.
QP

[quepassa] 11/12/2019 19:00

Lots of very negative news recently about coal:-



-More and more investors are shunning the sector on ESG concerns.

-Coal usage tailing off rapidly in Europe.

-China now emphasising renewables more and more.

-Greta Thunberg impact on climate change and awareness about fossil fuel pollutants growing and especially with younger generations.

-Eight USA coal companies have filed for bankruptcy this year so far.


An interesting BBC article today headed:- COAL: IS THIS THE BEGINNING OF THE END?


Link here:- hXXps://www.bbc.co.uk/news/science-environment-50520962


and also a fascinating article in the Wall Street Journal dated 24th. November headed: BETS ON COAL END WHERE THEY STARTED: IN BANKRUPTCY

wXX.wsj.com/articles/bets-on-coal-end-where-they-started-in-bankruptcy




A very difficult sector.

ALL IMO. DYOR. QP

[melody9999] 11/12/2019 18:20

Sp nicely up. Que Passa filtered. So boring. Will someone let me know when he has closed his short.

I'd short Whitehaven or many other junior miners rather than a royalty play.