Anglo Pacific Share Discussion Threads

[masurenguy] 29/4/2021 07:45

Why do some posters here continue to feed the troll? It just provides him with the attention that he desperately craves.

[woodhawk] 29/4/2021 07:25

QuePassa,

My average price purchase price is 108p; I'm well in profit and, thanks to some trading and dividends, half of my current investment in APF is profit from the last 5 months.

Enjoy living in the past.

[quepassa] 29/4/2021 06:20

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.

[quepassa] 28/4/2021 19:51

laurence llewyn BINLINER.


Yes, indeed. A veritable BINLINER.

A receptacle of trash.


Where all the rubbish goes.


Most appropriate.

[laurence llewelyn binliner] 28/4/2021 19:36

#The Count.. is that special needs ..? I can see a lot of empty posting spaces so it must be blathering on about COP26 again..

News in the morning would be timely after a breakout .. :o)

#RP, good to see you here, you called the global impact of Covid very well, the fallout after accelerated and was most unpleasant, but the recovery plays were in abundance for those in cash..

[the count] 28/4/2021 19:20

--->QUEPASSA

I realised you were quite special when I noted the repeat posts on here. Someone referred to you as some kind of troll I believe.... but think I prefer to call you 'specia', because that is clearly what you are.

In case you still don't realise it, you made the argumentr that the stocks I referred to were massively down primarily due to investors and instis getting out.

I countered, by pointing out that these companies had bigger problems than the odd greenie fund selling out. In case you didn't realise it yet, the world recently has gone throught the uphaevals of BREXIT and in the case of the oilers, a total decimation in the oil price. I won't be repeating that again so hopefully it has gotten through.

You can go back to repeating the same post if it gives you fun.

[cocopah] 28/4/2021 18:58

On a completely different note to my previous post ... I just saw this on APFs Twitter feed ...

Anglo CEO Julian Treger spoke to S&P Platts where he highlights “Additional investment will be required to bring new #cobalt supply online, which takes time, and new projects are unlikely to align perfectly with demand requirements”

Has anybody accessed the interview? To me it seems an odd post to put up today.🤷̴5;♂️

[woodhawk] 28/4/2021 18:23

It's not an anomaly - large trades are often posted late - it's allowed. If everything was too transparent, we'd all be zillionaires!!

[cocopah] 28/4/2021 18:20

Woodhawk: Damn ADVFN, I’ve now seen it’s just 175,000 shares traded at 133.00 and logged after hours so it just looks like a drop when in reality it’s just a posting anomaly. Apologies for giving you a heart attack! 😂👍🏻🙈

[cocopah] 28/4/2021 18:20

Woodhawk: Our posts crossed. I had just realised my faux-pas. No worries.😂 👍🏻

[woodhawk] 28/4/2021 18:18

That's not the "latest after hours price". It's a late reported trade from earlier, due to the size - looks like it was 9.47 a.m. this morning - in view later developments, I suggest it was probably a buy too.

[quepassa] 28/4/2021 18:18

Count,
You picked the stocks and now you are making excuses for them!

But the thing about those names is that they are highly liquid and can be sold quickly and in big size by institutions.

It's easier for the institutional fund managers - who have their Boards and activist investors increasingly breathing down their necks 24/7 over ESG concerns- to sell now and not wait for the greening to happen.

It is easy enough to buy back later, once it has.

That's why the shares you mention have all performed so poorly. Because they have sold and not lingered.


ROUGEPIERRE.

BHP has ALMOST DOUBLED IN SHARE PRICE from $41 to $75 IN LESS THAN SIX MONTHS since it became known last December that they were getting rid of coal.


RIO TINTO has also near DOUBLED in the few years since it hived off coal into South 32.



Are you telling me that is just coincidental?

ALL IMO. DYOR.
QP

[cocopah] 28/4/2021 18:13

Woodhawk: Apologies I meant to write 6p. The latest after hours price (at 17:15) is now showing 133.00 after hitting 139.60 (at 16:25 today) ... my point about giving up the gains is still valid though. 🤷‍a94;️

I haven’t a clue but it must be some big trade? I am here for the long haul and APF is a significant holding for me so I’m not too fussed on the day-to-day. I think when the ‘jam tomorrow’ becomes ‘jam today’ the share price will shift, hopefully to £1.60 by year-end.🤞🏻

[quepassa] 28/4/2021 18:02

Shaky ground, pockie. Feeling a bit hot and bothered under the collar, are we, pockie.

I picked the last three consecutive years and the same month of April. Nothing random about that.

And IN EVERY CASE he was wrong.

Again.

Again and again he has called it up but every time the opposite happens. Not a very good track-record is it, pockie.


Anyone who has followed his oft-repeated home-spun multi-year phoney investment advice has lost ££££££'s.


ALL IMO. DYOR.
QP

[woodhawk] 28/4/2021 17:54

"the whole 6% had been wiped off"

Eh? What on earth are you talking about?

[cocopah] 28/4/2021 17:43

Just got back in from golf, never seen the board so active, enjoyed the breakout then I looked at the after hours trading and saw that the whole 6% had been wiped off, must’ve been some trade! Here’s hoping that it completely reverses tomorrow with some good numbers. At least the golf was good!😂 GLA👍🏻;

[pockstones] 28/4/2021 17:27

Dear Que,
If you want to pick the same month and retrace the price of Anglo Pacific from the early 1990s you will find yourself contradicted more usefully you could look at the linkage to the coking coal price and realise that the share price of Apf tracks that. What investors behind today’s rally are seeing is the imminent breakage of that link.
Anyway great call on your part you pointed to the significance of battery metals before Voisey Bay and here you are again and you have lifted the price 6.6% within hours

[rougepierre] 28/4/2021 17:23

So what...

BKY

2017 - 69
2021 - 30

VOD

2016 - 237
2021 - 135

RR

2018 - 1081
2021 - 103

EZJ

2018 - 1782
2021 - 1030

Brent

2018 - $83
2021 - $67

NG

2018 - $4.90
2021 - $2.98

You can pick your stocks and your timescale to suit your argument...

Whilst I agree with you that ESG will be a msjor force moving forward, the major price effect on shares over the periods you mention has been...

COVID...and a collapsed economy...

[the count] 28/4/2021 17:20

--->QUEPASSA

No, I knew they were Imperial Brands... just a slip as I wanted to fire off a quick post in response to you. I have traded the stock many times.

The fact is that all these supposed green investors see a smaller income pot to invest in as companies can only gradually alter their fuctioning to become greener. So they can shoot themselves in the foot if they dont invest in some of the biggest companies in the UK.

You also have forgotten to mention that those investee companies had their own problems and their fall in value was certainly not all down to how green their credentials are.

I think to completely omit, for example, the crash in oil prices as being the biggest factor in the fall in share price of companies like BP and Shell is disingenous and misleasding.

Imperial Brands have had their own problems for years.

And fund managers would be total idiots, and totally irresponsible, if they stayed away from these companies, especially when some are well into the process of becoming greener. And have APF not strongly stated that they are moving away from coal? Do the idiots expect this to happen overnight?

I guess these idiots can all invest in carbon credits instead.

Regards,

THE COUNT!

[laurence llewelyn binliner] 28/4/2021 17:13

There we go... :o)

I was expecting a breakout as the TA pennant came to a point, against the backdrop of news due and looks like a few other were too, hopefully we will see our Q1 update in the morning ahead of a BH weekend and we are into May already..

Onward and upward ...

[quepassa] 28/4/2021 17:05

Obvious that pockie wouldn't comment.

I picked the last three consecutive years and the same month of April. Nothing random about that.

And IN EVERY CASE he was wrong.

Again.

Again and again he has called it up but every time the opposite happens. Not a very good track-record is it, pockie.


Anyone who has followed his oft-repeated home-spun multi-year phoney investment advice has lost ££££££'s.


ALL IMO. DYOR.
QP

[quepassa] 28/4/2021 16:58

But they don't really buy them so much any more! That's the whole point.


And that's why these shares prices HAVE FALLEN OFF A CLIFF relative to prices for many other industries which HAVE SOARED in value in recent times.



Share prices:-


Shell

2015 - £25
2021 - £13

BAT

2016 - £48
2021 - £27

BP

2016 - £47
2021 - £27

Imperial

2016 - £40
2021 - £15


Nonetheless, there is still a diminishing band of investors who buy these shares - as with APF- because of yield but ESG is now rapidly catching up with those investors too.


You see, despite the high yield, share prices have HALVED over five years in every single example which you put forward because there are even more institutional investors who no longer want to hold these stocks as they do not meet their ESG requirements and have sold/are selling.

It's for the same reasons over ESG in its many guises.

Whether that is fossil fuel exposure which causes climate change through harmful CO2 emissions or tobacco which causes lung and other cancers.

So, yes you can still get a good yield on these stocks but even their comparatively high yield is nowadays not enough to outweigh ever-increasing institutional (and private) investor concerns over ESG.

That's why the shares have fallen so much. And their attractive yield is no longer strong enough to defy the inevitable downwards gravitational pull exerted by ESG.

ALL IMO. DYOR.
QP



ps. ( You are a tad behind events when you mention Imperial Tobacco as it no longer exists . They changed their name five years ago to Imperial BRANDS in order to DISTANCE THEMSELVES from tobacco).

[pockstones] 28/4/2021 16:47

Dear Que,
Up 6.6% great call and yes you are right the rise in the quotient of green metals and the decline of coal is the reason for the rally. You can always pick a date go back to the 1990s and you will see that investors have done well over time go back to 2010 when coking coal was over three hundred dollars then investors have not done so well what I welcome from you are your buy signals you came in at a pound a few months ago and here you are again it is absolutely masterful. Thank you