Anglo Pacific Share Discussion Threads

[melody9999] 10/4/2020 09:24

Pock - most people like me have QP filtered already. Have no problem with contrarian views - just don't need it constantly and repetitively. Just look on this thread to see what I mean. Meanwhile, having sold higher up, APF is a good solid place to have my money re-invested now and management's confidence to pay an increased dividend says much more than a rogue poster.

[pockstones] 10/4/2020 09:19

That’s more like it up a mere forty percent in the last week but not for everyone it seems

[pockstones] 09/4/2020 22:27

Dear Que no offence meant people who put fact free rants on bulletin boards serve a useful purpose. If you invest you want to hear the bear case against your investment you provided it. If you are now saying the royalty model is a good one by all means do so indeed add any caveats you have in the meantime I will diarise the date for the dividend being paid for which I am most grateful. It may be dirty old coal but it is fresh green readies for investors

[pockstones] 09/4/2020 18:06

Big thank you to Que Passa for keeping us up to speed on the mindless bear case helped to keep one invested

[oli12] 09/4/2020 16:22

Not a bad week here. Happy I purchased the week before.

[troc1958] 07/4/2020 10:39

Excellent presentation by the executive team! Main focus will be on diversifying the income stream and specific capital allocation. They believe there will be great opportunities post Covid as global capital availability maybe tight. No guarantees on dividend being increased as in previous years but more guidance should be given at AGM with Q1 performance. They will try to maintain a 2 to 1 dividend cover.The executive team sound very positive about the future (with reservations re unquantifiable Covid 19 impact) and somewhat disappointed with current share price performance. Troc

[troc1958] 07/4/2020 08:57

Share price is already factoring in a substantial drop in income over next couple of years. Very vulnerable to drop in Kestrel income due to the projected drop in global use and price of thermal coal. However Kestrel production continues full steam ahead for next year if no Covid disruption. At 120p I believe this is fully factored in the price, thus limiting downside risk. Upping the dividend shows the company's confidence in the future. Share is worth holding onto and accumulating on any dip.Troc

[podgyted] 07/4/2020 07:39

Having a share which won't automatically cancel its dividend this year is a great help.

Income stream for this current year sounds robust.

[the deacon] 07/4/2020 07:21

Looks excellent. So very cheap at this level. My only concern is how APF replaces the Kestrel income over the next few years before it tails off significantly. A great time to be a royalty company with dry powder however, so opportunity will knock. Very pleased this morning.

[oli12] 07/4/2020 07:11

FY results out.

[sogoesit] 02/4/2020 09:21

Iron ore at about $80.
FMG (ASX) last update said no change in operations apart from delayed berthing.