Anglo Pacific Share Discussion Threads

[woodhawk] 28/4/2021 16:30

Nice strong finish!

[fizzypop] 28/4/2021 16:24

Breakout with share price up over 5%.

[the count] 28/4/2021 15:56

--->QUEPASSA

If what you say is true, why do investors and institutions still buy tobacco and oil stocks?

Companies like BAT, Imperial Tobacco, BP and Shell?

Pray tell.

Regards,

THE COUNT!

[fizzypop] 28/4/2021 15:54

Agreed LLB - def results tomorrow and looking very positive on the share price today.

[laurence llewelyn binliner] 28/4/2021 14:13

Results tomorrow ..? BH weekend Pennant coming to a TA point and primed for a breakout...Q1 earnings catalyst inbound .. :o)..

[woodhawk] 28/4/2021 13:49

Always reliable, Quepassa! The share price has already started moving up.

[quepassa] 28/4/2021 12:44

APRIL 2019 - 210p
APRIL 2020 - 160p
APRIL 2021 - 130p

oh dear.

Care to comment, pockie?? Anyone who has followed your oft-repeated home-spun multi-year phoney investment advice has lost ££££££'s.

Again and again you have called it up but every time the opposite happens.

oh dear.



Meanwhile U308 has soared. And another top investment, Orocobre is up a whopping 350% over twelve months and climbing.

The message is very clear. Coal exposure blights otherwise stunning recent performance in the commodities sector.

Kestrel is an albatross.



ALL IMO. DYOR.
QP.

[pockstones] 28/4/2021 12:00

Welcome back Que I was looking for the buy signal and you are it.

[quepassa] 28/4/2021 09:00

Just doesn't understand.

Yes, the world may need fossil fuels for many years to come.

But INVESTORS don't need, want or like fossil fuel shares on ESG compliance grounds

That's what is holding the APF share price back.


APF can say they are going green but the income figures above show that there is still a great reliance on black.


Kestrel is an albatross.


ALL IMO. DYOR.
QP

[gateside] 27/4/2021 20:50

Have used the filter button, now I don't have to keep reading the same post. The world will still needs coal (and oil) for many years to come. Yes renewable energy is the future but it's not going to happen overnight.

[quepassa] 27/4/2021 20:19

Kestrel is an albatross around APF's neck.

With so much income reliant on fossil fuel exposure, almost any new institutional investor will see Kestrel and take flight on ESG concerns

For the 2020 year, Kestrel contributed £18m out of £25m of Royalty Income. Almost 75%.

And Kestrel contributed almost 50% of all portfolio contributions of £37m.

That's before you add in the FOSSIL FUEL exposure and income from Narrabri and Flowstream.

The share price will remain in the doldrums for a long time in my opinion until APF grasp the nettle and divest their fossil fuel exposures.

Looming COP 26 and the USA now taking climate change so seriously will both aggravate an already difficult situation.

ALL IMO. DYOR.
QP

[masurenguy] 27/4/2021 19:55

Well #10411 just clearly demonstrates that QuePasse is just a troll and anything he posts will therefore have zero credibility and will be totally ignored.

[dogberry202000] 27/4/2021 19:38

The opposite is true of every point you make. Biden's administration in comparison with China is still not serious on global warming nor pollution. Their plans are still half-hearted and inadaquate to address these issues.

Coal will still be used across the Asian world for many years to come and good money will be made from it. Institutions will ALWAYS want profits in the form of dividends.

Reality trumps fantasy economics every time.

APF needs its coal revenues and thankfully, they will add generously to the bottom line for some years yet. Expecting anything else is an idiocy.

[quepassa] 27/4/2021 18:16

Kestrel is an albatross around APF's neck.

With so much income reliant on fossil fuel exposure, almost any new institutional investor will see Kestrel and take flight on ESG concerns

For the 2020 year, Kestrel contributed £18m out of £25m of Royalty Income. Almost 75%.

And Kestrel contributed almost 50% of all portfolio contributions of £37m.

That's before you add in the FOSSIL FUEL exposure and income from Narrabri and Flowstream.

The share price will remain in the doldrums for a long time in my opinion until APF grasp the nettle and divest their fossil fuel exposures.

Looming COP 26 and the USA now taking climate change so seriously will both aggravate an already difficult situation.

ALL IMO. DYOR.
QP

[masurenguy] 27/4/2021 17:25

QuePassa: 10407 & 10409 of 10409: Kestrel is an albatross around APF's neck.

What is the point of replicating the same post in reply to LLB. That is troll-type behaviour. You have your doubts about APF as you keep stating here. Fair enough - there are always pros and cons to every share. However you have consistently made the same negative points here - we know what you think so why don't you now move on and focus your attention upon some other investment that you rate !

[quepassa] 27/4/2021 17:12

Kestrel is an albatross around APF's neck.

With so much income reliant on fossil fuel exposure, almost any new institutional investor will see Kestrel and take flight on ESG concerns

For the 2020 year, Kestrel contributed £18m out of £25m of Royalty Income. Almost 75%.

And Kestrel contributed almost 50% of all portfolio contributions of £37m.

That's before you add in the FOSSIL FUEL exposure and income from Narrabri and Flowstream.

The share price will remain in the doldrums for a long time in my opinion until APF grasp the nettle and divest their fossil fuel exposures.

Looming COP 26 and the USA now taking climate change so seriously will both aggravate an already difficult situation.

ALL IMO. DYOR.
QP

[laurence llewelyn binliner] 27/4/2021 17:10

#Cocopops, some robust results for Q1-2020 will set our stall out well for a few years now, added to by any new royalties yet to be announced..

2020 Kestrel contributions, which are now expected to be the norm on volumes provided GBP18M (USD24M) income, and when that tapers off up will be largely plugged by VB generating around the same income from next year, so this problem has been addressed, subject to Cobalt pricing staying roughly where it is.

We will see what some of the broker notes look like after the quarterly, but I am not expecting explosive growth on the SP, just a trickle to somewhere nearer 175-200p by Xmas, and a 7% yield to watch and wait.. :o)

[quepassa] 27/4/2021 17:04

Kestrel is an albatross around APF's neck.

With so much income reliant on fossil fuel exposure, almost any new institutional investor will see Kestrel and take flight on ESG concerns

For the 2020 year, Kestrel contributed £18m out of £25m of Royalty Income. Almost 75%.

And Kestrel contributed almost 50% of all portfolio contributions of £37m.

That's before you add in the FOSSIL FUEL exposure and income from Narrabri and Flowstream.

The share price will remain in the doldrums for a long time in my opinion until APF grasp the nettle and divest their fossil fuel exposures.

Looming COP 26 and the USA now taking climate change so seriously will both aggravate an already difficult situation.

ALL IMO. DYOR.
QP

[cocopah] 27/4/2021 16:36

LLB - Yes it will be good to see the numbers. I think there was a bit of an over exuberant reaction to the VB deal (I guess I was in that category) on the back of the realisation that Kestrel income was declining and there had been no news for a while (apart from the nickel deal which won’t contribute meaningfully until 2024ish). I guess anything that suggests annual sales will be north of £50m and net income of £25m might get us going again on the share price front. It doesn’t seem long ago since we were bemoaning why the share price was under £1.40 lol!

[dogberry202000] 27/4/2021 16:02

Que, what a load of old cobblers! Clueless and almost always wrong.

[laurence llewelyn binliner] 27/4/2021 13:13

Hoping for the Q1 update this week, maybe tomorrow, let us see where we are on earnings, the impact of much stronger commodity prices and a great dividend from LIORC... :o)..

[woodhawk] 27/4/2021 11:29

Just bought some more back at 129p-ish.

[gateside] 27/4/2021 10:01

If it falls to 128.5p that's over a 7% yield

Looks a good buy at these prices.

[laurence llewelyn binliner] 25/4/2021 18:24

#Cocopops, on Largo, their plant expansion should indeed release more revenue for us, multiplied up by the Vanadium price, with the addition of some Iron Ore sales, and the new V2O3 and TIO2 products too... :o)

2018 | 9,830 tonnes | V2O5 price EURO 18.35/lb | USD 5.9M
2019 | 10,577 tonnes | V2O5 price EURO 10.2/lb | USD 2.8M
2020 | 11,825 tonnes | V2O5 price EURO 5.50/lb | USD 0.5M (1.8M Glencore charge)
2021 | 12,500 tonnes | V2O5 YTD EURO 7.00/lb | USD 4-6M est
2022 | set up for > 13,000 tonnes

Prices softened a fair bit in 2020 but 2021 onward with battery storage becoming a much bigger sales sector we are very well positioned to capitalise now with stronger prices after the Glencore offtake exit and no discounts..

The V2O5 price is coming back our way this year, and if it gets anywhere near 2018/2019 we are going to do very well indeed with the increased volumes..

[cocopah] 25/4/2021 15:22

LLB does this news improve the revenue forecast a bit? ...
hxxps://s27.q4cdn.com/288457300/files/doc_presentations/2021/April/LGO_Corporate-Presentation_Apr.pdf