Anglo Pacific Share Discussion Threads

[laptop15] 14/10/2020 16:41

The auction close goes higher every day so someone is snapping up the cheap shares in auction

[laptop15] 14/10/2020 08:58

Typo should say £15 million royalties in 2013 , 2019 they did £59 million royalties. So big rise in revenue and profit yet share price half the price from 2013

[the deacon] 14/10/2020 08:54

Kestrel has approx 3 years of full revenue before the mining moves outside of the royalty area. I'm quite happy that's enough time and funding to largely replace that income. Might not get there fully until Piaui comes on line, but JT is confident they'll do it.

[laptop15] 14/10/2020 08:48

Cheers farmer, you could it also doesn't cover the upside to its other royalties which are going to rise as milestones are hit and production increases. The share was higher when APF was only making £5 million in royalties when the CEO first started back in 2013. Imo it very undervalued at Current share price

[farmers son] 14/10/2020 08:30

it doesn't cover the risks of Kestrel's final few years of revenues being at suppressed prices and therefore not providing the resources to reinvest in sufficient size to cover the shortfall. Nor does it cover the risk of softening iron ore prices not supporting a 7% yield.
Apart from that, it's a neat visual summary

[laptop15] 14/10/2020 07:31

https://twitter.com/laptop1515/status/1316264332087492610?s=19Think that about covers everything for anyone new thinking of investing I've been buying while share price so low, think it offers great commodity exposure with robust financials

[laptop15] 13/10/2020 16:28

Added just a few minutes ago

[sporazene2] 13/10/2020 15:13

thanks for that Deacon

looks like out 25K seller still around to keep the price down

[the deacon] 13/10/2020 11:06

Probably doesn't help. Kestrel predominantly ship their coal into India however.

[sporazene2] 13/10/2020 10:35

another reason for the share price weakness

[laurence llewelyn binliner] 12/10/2020 13:46

Company share buybacks so far have been spread throughout the day and for random amounts totalling around 125,000 a day..., we will see what gets printed tomorrow morning..

[edit] so our 100K buyer yesterday was a PI as expected... :o)

[sporazene2] 12/10/2020 13:41

yes laptop15 i saw that as well - we'll see tomorrow if this was the buy back or someone else. I suspect someone else.

[laptop15] 12/10/2020 13:20

Nice to see we have a 100k buyer

[farmers son] 09/10/2020 18:42

I wouldn't get too excited. This isn't a multi-bagger with exponential upside.
But from the 100-110p level it does hopefully give some degree of capital protection, a decent ROE, and some commodity-linked protection from monetary expansion policies.

[laptop15] 09/10/2020 17:04

https://twitter.com/laptop1515/status/1314597420194504704?s=19

[laptop15] 09/10/2020 16:58

Finally bought my 1st tranches today after watching the price movement and volume this week. Think its a great investment or trade and has some very good royalty potential both current and future. A decent business and revenue stream and dividend. Plenty of potential news flow also :)

[bsdjj] 09/10/2020 15:20

I would imagine Liontrust are a seller. Macro funds that have just been closed down were a large holder.

[sporazene2] 09/10/2020 12:03

Hi All - been watching this one for a while and had a small position for a few weeks. Have increased further this morning. Seems like a good chance that IOC will pay a dividend in Q4 given the improvement in iron ore pricing. Copper price also in good shape and some decent newsflow to come from APF over the next quarter. Given the publicity coming from the CEO they are keen to get the share price up by the look of things. CEO also getting a nice dividend payout and judging by the commentary coming out on this topic and the cover it seems fairly solid.

As others here have noted the key long term question to answer is how they replace the Kestral revenue and whether or not you back the mgt team to do this. Given track record, sources of liquidity and the runway they have to do this, I am confident.

GLA

[swanvesta] 08/10/2020 13:33

It's all in the name. He wants to buy well. Most are looking to sell well.

[sbb1x] 08/10/2020 12:21

Be interesting to see if this is attacked at 16.28 like yesterday

[laptop15] 08/10/2020 10:51

SBB its the broker controlling the market in order to get the shares as cheap as they can in the buyback and the mms allowing it

[sbb1x] 08/10/2020 10:47

Looks like this company has a big seller or a shorter.

[sbb1x] 08/10/2020 09:48

He posts everywhere as a 3rd person. strange poster lol

[laptop15] 08/10/2020 09:37

Buywell is a miserable git...lol...always calling every shares a lot lower

[laptop15] 08/10/2020 09:30

Will the brokers drag it down Again to fill there orders cheaper?? They have done it since the buyback. Basically they are using there buying power round set the price lower by controlling rhe book. Its not illegal its just working the system. I want to buy but when is the question. I nearly bought yesterday and when it opened up today I wished i had....lol