Anglo Pacific Share Discussion Threads

[sporazene2] 06/1/2021 16:01

Laurence Llewelyn Binliner it's definitely been a nice re-bound with copper and iron ore prices still looking strong. How have coking coal prices fared recently?

[laurence llewelyn binliner] 06/1/2021 15:56

Another 1.75p per share in the pot at 4:30pm thanks very much... :o)The green train is gathering momentum now.., thermal coal is an ever decreasing component of our revenues...

[bolador] 04/1/2021 12:52

Long term this share has gone from 7.5p in around 1988, now 130p.That looks ok. Ten years ago the share price topped out at 330and a few pennies. Stocks go up and down enabling support of a point of view one way or the other. For what its worth I think this company is changing its spots as deals allow and doing it rather well.Timing is all in commodities, especially royalty companies.

[bolador] 04/1/2021 11:00

gwillerz78

liorc Yes, very interesting, that is a third of the mkt cap. Do you have any reckoning as to the current mkt nav ? Good luck in 2021

[gwillerz78] 02/1/2021 17:56

Also interesting that our investment in liorc at today's share price is worth £82m on its own

[laurence llewelyn binliner] 01/1/2021 19:24

LIORC quarterly cash dividend of $1.80 per share, the dividend is payable to holders of record at the close of business on 31.12.2020 and is to be paid 26.01.2021..

At H1-2020 the average buy in price of the Group’s 7.01% stake was CND24.30 per share, in October/November the LIORC share price went below this briefly and the company could have added more then (tbc)...?

GBP 4.6M minimum in the Q1 pot for our 7.01% to start the year off with.. :o)

FY2020 earnings update due around 20th January..

[quepassa] 31/12/2020 14:30

yawn yawn yawn

[pockstones] 31/12/2020 13:03

Dear Que,
Thirty percent in a few weeks take the credit. A while back you were banging on around the pound and it ran up to 160 on the final
Used correctly you are useful and I really am grateful

[quepassa] 31/12/2020 10:32

hey pokkie,

the cliche about so and so being a contrarian indicator is a cliche which was already worn out, threadbare and way past its sell-by date 12 months ago. whichever bulletin board you care to visit, there is always some outdated idiot saying that xyz is a fine contrarian indicator....

this cliche is, like you, so yesterday, so backwards-looking and so boring that it is laughable, like you.

please keep it up and please keep calling me a contrarian indicator, it has me rolling in the aisles with laughter (at you)-and i do enjoy a good laugh.

the thing about pokkie is that he is like some cartoon character who always achieves the exact opposite of what he is trying to do.

[quepassa] 31/12/2020 10:22

hey maddie.

not changing my tune at all. no way.

the 12 month performance is indeed the pre-eminent time-line indicator.

but surely even you comprehend that LONG-TERM investors like pokkie should also find LONG-TERM indicators relevant.

So let's have a look at BOTH of these long and short-term indicators.

Share price:-

Jan 2011 (ten years ago) 335p

Jan 2020 (12 months ago) 185p

Today 128p

Performance metrics:-

10 years NEGATIVE 61%

1 year NEGATIVE 30%



But what I don't get is your question. A few days back you were spouting some nonsense that time line performance metrics were irrelevant and now you seem to be very interested.....

Glad to see that you have woken up to their relevance and importance.

My recommendation to you is to continue reading your newly purchased copy of The Dummy's Guide to Investing. You're beginning to grasp the basics

[madengland_] 31/12/2020 09:45

Que Pasa are you now changing your tune to a 10 year performance measure? Sorry I'd made note of your wisdom below. Or do you just spout BS? If so please stop, you are polluting the planet with methane .actually not random at all. The number one financial industry-wide and pre-eminent performance metric is 12 months performance.

[pockstones] 31/12/2020 09:28

Dear Que,
Your recent call is a short term thirty percent rise do not be shy some people are grateful when you make them money and we really appreciate you

[johnrxx99] 31/12/2020 08:11

Feed the monkey, they love nuts :-)

[quepassa] 30/12/2020 21:28

335p to 130p over ten years and this numpty thinks this is good performance.

hint..it's not

the truth hurts too much, doesn't it pockie -

keep up the good ramping - it is such a laugh

[pockstones] 30/12/2020 21:06

Dear Que
By the same token you have called the recent near thirty percent rally perfectly
We thank you we truly do so long as you are around if history is a guide the price will continue to rally we need you here

[the deacon] 30/12/2020 19:22

APF +20% on TSX.

[quepassa] 30/12/2020 19:19

Thanks! You are quite right.

I think that is the first intelligent string of words ever to come from the mouth of our resident moron.

To illustrate how right he is:

Share price performance:

Jan 2011 335p

Jan 2014 180p

Jan 2018 152p

Dec 30th 2020 130p


If you factor in the rate of inflation, the capital loss for long-term investors like munin has been truly staggering.

No wonder munin is always moanin'!

However, in the coming year of COP26 I see more of the same trend as increasing cohorts of institutional investors divest themselves of investments where a significant portion of income is derived from fossil fuel exploitation.

ALL IMO. DYOR.
QP

[woodhawk] 30/12/2020 18:30

Another nice rise today - long may it continue. Good to close very near the high - going ex-divi within the next few days and then another, larger divi, in May. Great stuff!

[laurence llewelyn binliner] 29/12/2020 13:20

#Sporazene2, very good news indeed, the DFS and phase 1 plant proposal will be a 24,000 tonne per year heap leach operation, and at todays Nickel price would generate us cUSD5M a year income at the lower end 1.25% GRR..

Our FY2020 update in 3 weeks time (20.01.2020 last year) will add some revenue numbers in but we know we are down on 2019, buyers today can expect a much stronger 2021, and quite likely the next decade of growth in most portfolio sectors, if not all.. :o)

I expect to see 200p in H1, as some of the new royalties are closed and announced, further progress updates are released from existing assets.., and income recovers to 2019 levels..

[sporazene2] 29/12/2020 12:58

Great news this morning and very pleased to see the RNS including information about the quantum of royalty payments that we can expect with the base and increased royalty cases. Without doubt this was provided not only to demonstrate the upside with respect to Nickel price increasing but also to demonstrate how the BoD is constructing a very solid plan to offset the Kestral revenue.

We're nicely through the 200 day MA as I type and a break above the key level at 129.4p seems very likely now. Looking forward to the January update.

[riskvsreward] 29/12/2020 09:55

Don't bother reasoning with QP, just filter him.

Just ask why, as a non-investor in this company, does he spend so much time and interest on this board to spread negatives, sometimes negative lies, on apf? What is his motive? Is he doing god's job to save others here from making investment mistakes?

I perfectly respect someone having a negative view on a company, then the decent manner to do it is to give your reasons once or twice, don't buy it or even short it if you are so convinced. After all for every share it takes bulls and bears to make a market.

But trying to persistently impose your views on other investors here, like everyone else here is a fool? That is bordering on either mentally unsound or just desperate to deramp to make his short to profit.

[the deacon] 29/12/2020 09:55

Interview with Julianhttps://www.proactiveinvestors.co.uk/companies/news/937416/anglo-pacific-group-buy--significant--stake-in-brazilian-nickel-limited-937416.html