Anglo Pacific Share Discussion Threads

[lord gnome] 09/12/2020 11:52

Buywell is a good contra-indicator, Bullet Ant is even better. He got caught out badly recently trying to talk down TXP when they were around 95p. Haven't seen much of him since. I think he must be holed up somewhere licking his wounds.

[creditcrunchies] 09/12/2020 11:47

When we got the buywell countertrend indicator buy signal I accumulated loads on this between 102 and 105, it should be a minimum of a double bagger

[sporazene2] 09/12/2020 11:23

all looking positive here, hoping it pushes on past 129p

[woodhawk] 09/12/2020 10:16

Ah! Nice to see you here, Fizzy! All things considered, I'm not doing too bad - hope you're prospering too? I'm hoping to have caught this one at a multi-year low. A great quarterly divi too. What's not to like?

[fizzypop] 09/12/2020 10:09

Hi Woody ... two survivors eh!

[woodhawk] 09/12/2020 09:10

Looks like this may be breaking out of the long term downtrend.

[laurence llewelyn binliner] 08/12/2020 17:35

It could be the last chance to load up this week at around these prices, we know that income for Q4 is going up, we know that commodity prices have gone up and are continuing to go up, we also know the next series of royalties/equity investments will be in the EV battery metal growth sector which is only going 1 way for the next 10 years..

Chart wise, we have seen a triple bottom at 100p and rebounded off it..

We know there are a couple of new royalties coming subject to closing and the next update is due around 20th Jan 2021..

Onward and upward with 6/7/8% yield subject to the final dividend for FY closing this month, and there are 5M shares less to divide it by... :o)

[masurenguy] 08/12/2020 16:54

Looking a lot more positive here. Needs to break out of the 100p - 130p range where it has been stranded for the past 6 months.

[dogberry202000] 08/12/2020 16:30

Are we breaking out of the funky period of the back and forth dance? Looks like it.

[flagon] 08/12/2020 13:49

Largo Resources ...

08/12/2020 1:41pm
PR Newswire (Canada)

Largo Resources (TSX:LGO)
Intraday Stock Chart

Tuesday 8 December 2020


Launch of Largo Clean Energy creates an industry-leading, vertically integrated vanadium redox flow battery ("VRFB") business to provide clean energy storage systems to the fast-growing, long-duration renewable energy storage market ... etc

Link :

[laurence llewelyn binliner] 08/12/2020 10:43

So we have advanced notice of the BOD accelerating our portfolio further into the EV metal space, as the underlying commodity prices strengthen..

Given our history of going in with Orion in phase 1 or 2 of a project, I have a pretty good idea where the next royalty / equity investment is going too.. :o)

[the deacon] 08/12/2020 09:40

Anglo Pacific to transition from bulks to battery materials, CEO Treger saysAnglo Pacific is poised to transform into a battery materials company next year and will make a number of transactions to achieve this, its chief executive officer said.Julien Treger said that the company - which has a portfolio of royalties and metal streams in mainly coal, iron ore and uranium - plans to focus its attention on lithium and cobalt, key raw materials used in the production of batteries for electric vehicles."It's been quite frustrating that we haven't executed on more transactions in 2020; I think a lot of people were a bit surprised by the beginning of the Covid-19 pandemic and it took them a while to decide how they were going to move forward," he told the virtual Mines & Money conference on Wednesday December 2."That's really picked up pace in the last quarter, so we are actually super optimistic about executing on a number of transactions as we pivot away from our bulk materials heritage towards more battery metals. We would expect to see a series of new transactions as we transform...https://www.metalbulletin.com/Article/3964904/Iron-ore/Anglo-Pacific-to-transition-from-bulks-to-battery-materials-CEO-Treger-says.html

[laurence llewelyn binliner] 08/12/2020 09:22

What we can say with some degree of certainty is portfolio contributions for Q4 will be a lot stronger than Q3, LIORC should match or beat Kestrel income and on that basis the share price should reverse its trend.., all commodity prices are up setting us up for a strong start to 2021, and if the next super cycle is about to run with copper being the lead indicator then we are in for a strong recovery here, for any chartists, then we have bounced off a triple bottom too..

Next update around Jan 20th... :o)

[dogberry202000] 08/12/2020 09:00

I came across a curious a curious piece of information the other day by accidently clicking on an old thread. Around ten years ago our shorter (who has since bought back their shares) were once the main holders of this stock. (Or at least a closely related fund). They have residual knowledge of the seasonal and index driven events that can affect thee APF stock price.

[sporazene2] 07/12/2020 09:37

iron ore prices on a charge..

[swanvesta] 05/12/2020 22:26

Yes, I'm talking about the final permit that local government are refusing to approve.

[the deacon] 05/12/2020 22:18

I think it's unlikely Salamanca gets developed. The McLean Lake Mill however is of strategic importance to any sustained uranium bull market. APF obviously have a royalty there. Similarly, they own prospective land around Nexgen's arrow deposit

[laurence llewelyn binliner] 05/12/2020 18:35

BKY 30.10.2020: During the quarter, the UL was granted by the Municipality of Retortillo under the terms established in the Urbanism Law and Urban Planning Regulations of Castilla y León. The UL is a land use permit needed for construction works at the Salamanca mine. The grant of the UL is a significant permitting milestone for Berkeley and a positive step in the development of the project. The NSC II
permit is now the only pending approval required to commence full construction of the Salamanca mine.

The Company formally submitted updated official documentation in relation to the NSC II in March 2020. During the current quarter, the Company held further meetings with the Nuclear Safety Council ("NSC") technical team to discuss and clarify minor queries on the updated documentation. As requested, the Company submitted written responses to these queries, along with additional technical information, to the NSC in September. The next step in the process is for the NSC technical team to finalise their report and submit it to the NSC Board for ratification.

[swanvesta] 05/12/2020 18:28

Is the spanish uranium mine going to get the permit it requires?

[laurence llewelyn binliner] 05/12/2020 10:18

Progress on so many fronts for our portfolio of income generating assets, and with the backdrop of increasing commodity prices, forward royalties and dividends is why we are invested ... :o)

Add to that some new additional royalties and the green NRG revolution adding further future value and c100p looks a very good price now the shorts have closed to build a position for income and a CG ..

[dogberry202000] 05/12/2020 08:59

APF's exposure to uranium related income streams is going to take on much greater significance in 2021-2024.

[sporazene2] 04/12/2020 11:09

Yes, agreed Laurence Llewelyn Binliner; 2021 for IOC looking positive and a less cautious approach to dividends is expected. the outlook for Iron Ore over the short medium term appears good.

[laurence llewelyn binliner] 04/12/2020 09:10

#Sporazene2, yes it looks more like a FY total of CDN2.50, and all depends on the special element of the quarterly dividend.., but it does set the stage well for 2021 for us.. :o)

IOC is a joint venture between Rio Tinto (58.7%), Mitsubishi (26.2%) and the Labrador Iron Ore Royalty Income Corporation (15.1%)

[sporazene2] 03/12/2020 22:50

Laurence Llewelyn Binliner

Total dividends from LIORC were $4CDN per share last year



Despite the recent great news of a dividend from IOC this year, I dont see the LIORC dividend getting anywhere near last years number.