Anglo Pacific Share Discussion Threads

[the deacon] 12/2/2020 08:15

A not-insignificant share purchase from JT. Nice to see him taking advantage of current prices

[quepassa] 10/2/2020 13:13

1.
Copper prices hit three year low and still tumbling on back of Coronavirus related economic slowdown.

Copper buyers are asking Chile to defer shipments.

2.
Bloomberg Article 6th. Feb " World's Top Steelmaker sounds the Alarm as Virus Spreads Through China"

hXXps://www.bloomberg.com/news/articles/2020-02-06/the-world-s-top-steelmaker-sounds-the-alarm-as-virus-roils-china


3.
Coal, copper, steel prices all feeling the pain.

Looks like these -and other- commodities still may come under significant further downward pricing pressure.

ALL IMO. DYOR.
QP

[the deacon] 07/2/2020 19:20

@cruxinvestor, would love to see an Altius Interview too if you can :)

[stevie blunder] 07/2/2020 17:22

I think the main worry is volatile coking price due to Corona Virus. The market is being buoyed by lower supply due to closure of mines in China, but longer term steel production may take a hit, which would push seaborne coking coal lower.

[laurence llewelyn binliner] 07/2/2020 15:54

#cruzinvestor, great to see you here, and I’m enjoying your in depth interviews, with much more how/what/why/when/what if than most just skimming the surface...

With increasing revenues from Kestel 2017/18/19 and it representing a high percentage of revenues, at current mining rates, how many years is Kestrel expected to deliver for from the royalty area, and is this fixed or expandable..? what is being phased in to replace it..?

Any indications on the time frame to the next APF royalty/stream and in what sector would be nice to know...? the EV battery metal space seems the way to go for the next 10-20 years and Orion are already into Horizonte at Araquaia .. :o), perhaps a bite of the same apple at Vermelho ..?

Thoughts on why the stock being has been sold off from 200p..? being related to thermal coal not exactly in fashion or something else as revenues are rising..?

[cruxinvestor] 07/2/2020 15:37

We are interviewing Anglo Pacific next week - does any one have any questions they would like us to ask?

[ok,yah] 07/2/2020 14:54

Dropping like a stone though on highish volumes with some large sells. This is concerning as doesnt appear to be much resistance at the moment.

[the deacon] 06/2/2020 21:33

Yes indeed. A great opportunity to pick up some good quality royalties and streams at the moment. This weakness has been evident in Altius (over on the TSX) which has hit the year low over recent days and weeks. Great opportunity for those of us with a longer term horizon especially

[haywards26] 06/2/2020 20:43

Exactly Laurence!! I really rate the management team here..They deliver and have also put their money into shares to align their own interests to that of the shareholders.

[laurence llewelyn binliner] 06/2/2020 20:23

It wont be too long until the next royalty or stream is announced, the company would not be increasing their borrowing and spending power if they had no good use for it... :o)

[the deacon] 06/2/2020 19:47

Well done Haywards. Will look to add some more if the weakness persists. Looking forward to some strong newsflow from APF. Let's see them put their cash to good use in this poor market.

[haywards26] 06/2/2020 16:52

I used the drop today to buy back in here after being out for several years..:)

[the deacon] 05/2/2020 17:12

Kevin Flynn on the mine finance panel discussionhttps://youtu.be/z_sM8vvovlQ

[the deacon] 29/1/2020 17:06

Potentially $120m firepower for further acquisitions. APF in a good place right now.

[the deacon] 24/1/2020 21:23

Labrador Iron Ore has retraced back to the level where APF picked up more in Q3 last year. I wonder whether we'll see another purchase.

[the deacon] 24/1/2020 15:49

Bought plenty more yesterday and this morning. A gift at these levels

[quepassa] 23/1/2020 14:30

More and more institutional and private investors alike are flocking towards ESG and PRI.

And indeed ,there is growing pressure on banks to do likewise.

See for example the full page Avaaz Advertising Feature on page 5 of yesterday's FT directed at JPMorgan.

This is an interesting link to PRI (Principles for Responsible Investing):-

hXXps://www.unpri.org/



ALL IMO. DYOR.

QP

[piwood] 21/1/2020 13:55

Julian Treger, Chief Executive Officer of Anglo Pacific commented:
"It is likely that the extractive industry will face further headwinds in 2020 and accessing capital will be more difficult. This should create opportunities for Anglo Pacific, and we will prioritise those commodities essential to deliver the technology required to achieve environmental and climate change targets in the years ahead."

[quepassa] 21/1/2020 08:44

1.Today's FT. Page 8

"Britain to end investment in thermal coal"

Read Boris Johnson's words


2.Davos this week.

Environmental crisis top of the agenda.

[troc1958] 20/1/2020 07:34

20% income growth and increased dividend to minimum of 9c. Positive RNS, but how the market will react is anyone's guess

[chillpill] 15/1/2020 07:12

Bought some here as coking coal price has bounced in last few weeks.

[the deacon] 14/1/2020 16:03

News on the Dugbe gold project today from HUM, where APF have a 2% NSR

[the deacon] 14/1/2020 11:07

BlackRock cutting thermal coal from their portfolio. No mention of coking coal (for obvious reasons), which should be seen as reassuring to certain posters here.."The world's largest fund manager, with $7tn in assets, will double the number of sustainability focused exchange traded funds it offers to 150. It will also cut companies that derive a quarter or more of their profits from thermal coal from its actively managed portfolios, as it aims to increase its sustainable assets ten-fold from $90bn today to $1tn within a decade."https://www.ft.com/content/57db9dc2-3690-11ea-a6d3-9a26f8c3cba4