Anglo Pacific Share Discussion Threads

[laurence llewelyn binliner] 09/5/2021 15:38

#Flagon, good find, it all helps get the story out there...Where else can you mop up a 9p / 6% dividend in 6 months ..? buyers here before XD will enjoy the compressed payout schedule gifted as part of the VB lending covenants and pushing the final back to July.. Interesting week coming up with commodity prices surging on the weaker USD.., which will extend until the FED prop the dollar up some.., but that can only be temporary if it happens, you can not print that much FIAT and not undermine its buying power..

[flagon] 09/5/2021 09:31

Anglo Pacific looks like a great way to ride the commodities super-cycle

By James Faulkner 07 May 2021

If inflation is a concern for you, some exposure to a diversified commodity royalty company such as Anglo Pacific could be a good move at this juncture.

Anglo Pacific (LON:APF) is almost unique in the London market in that it operates a royalty model, whereby it gets paid royalties on the production revenues of the mining assets that it helps to finance. This can be a very lucrative business model and it has become very popular, especially in North America, although it has only recently begun to gain traction in Europe.

Full Article :

[laurence llewelyn binliner] 08/5/2021 18:18

#Pocketstones, our resident ramper seems to need a reminder of commodity price gains impacting our portfolio of income streams since Xmas, happy to oblige..:

V2O5 +50%
Iron Ore +20%
Copper +35%
Cobalt +40%
Coking coal +10%
Gold +0%
Silver +5%

All of which will filter through into income around now as the lag times from spot to our royalty payments crossover, Q2 now looking very nice indeed, and the portfolio becoming ever more diversified away from fossil fuels as we go forward, look to the future not cling onto legacy issues being effectively addressed.. :o)

Dividend payments coming up in August, November, December and February, the compression of events playing into the hands of buyers pre XD in July adding fuel to the fire for share price gains, I expect to see 200p for year end, and the brokers of the same opinion are stacking up with RBC/Berenberg so far...

[lord gnome] 08/5/2021 17:22

Excellent week. This stock has been going vertical. Major rerating in progress. Perhaps we will see that 190 broker forecast sometime soon.

[pockstones] 08/5/2021 16:00

Que this is blatant ramping on your part

[quepassa] 07/5/2021 23:00

I would be extremely nervous of the coal sector with the approach of COP 26.

Likely to be a very volatile time ahead for companies invested in coal.

More and more emphasis is being put on ESG which makes coal investment an increasingly unpalatable sector for institutions.

Link herewith to COP 26 to be held in November in Glasgow

hXXps://ukcop26.org/

Over ten years the share price has fallen from 350p to 150p and any recent strength may prove be short-lived as investors examine the coal-related income derived from Kestrel and Narrabri.

A very worrying sector.


ALL IMO. DYOR.
QP

[laurence llewelyn binliner] 07/5/2021 22:09

Anyone noticed Iron ore prices this week...?

175 per tonne and now knocking on the door of 200, and we have 3 sources with Largo, LIORC, Amapa...

Cracking week here, and Copper now at USD4.75/lb or 10,500 a tonne...

Q2 will be a stronger still with VB adding to income, onward and upward... :o)

[melody9999] 07/5/2021 21:43

COP26 is one of the reasons I am invested here, and in IPX come to that. As suggested, COP26 will place increasing emphasis on climate change and clean energy.
But COP26 will not change the price of coal and therefore the revenue that APF derive from those assets - that price will be driven by demand.

The point here is that APF are currently valued based on a coal portfolio,(look how the share price was falling until Dec 20) but are changing that towards greener cleaner metals over time. I hope for at least one further such addition to the portfolio prior to COP26.

Apart from the 6% dividend and the increasing metals prices, with APF you get exposure to a portfolio of assets - so lower risk. With Voisey Bay 61% of exposure is now base/battery metals. Coal is present but decreasing in importance - and the company has publicly stated exposure to coal will continue to decline.

So IMHO, you can select between a company that is already 'green' and therefore likely to be more highly rated, or in APF which is cheaper because of the legacy coal asset. I think both will do well over the coming months as COP26 approaches but it is the change in APFs portfolio towards base/battery metals that may provide an extra "kicker". DYOR

[rcturner2] 07/5/2021 19:46

mad is the right word

[quepassa] 07/5/2021 18:41

mad


by name.

and certainly by nature.


mad as a hatter

[madengland_] 07/5/2021 17:59

Great work buddy

[quepassa] 07/5/2021 17:52

I would be extremely nervous of the coal sector with the approach of COP 26.

Likely to be a very volatile time ahead for companies invested in coal.

More and more emphasis is being put on ESG which makes coal investment an increasingly unpalatable sector for institutions.

Link herewith to COP 26 to be held in November in Glasgow

hXXps://ukcop26.org/

Over ten years the share price has fallen from 350p to 150p and any recent strength may prove be short-lived as investors examine the coal-related income derived from Kestrel and Narrabri.

A very worrying sector.


ALL IMO. DYOR.
QP

[dartboard1] 07/5/2021 17:03

What does COP26 do to stop current production? Under Paris Agreement they can still export to SE Asia and India with no penalty ..

[pockstones] 07/5/2021 16:41

Over 20 Anglo Pacific has risen from 15p to 150p
Timing short term movements tricky but the Que Contra
Is currently working well
Be worried if it goes silent

[quepassa] 07/5/2021 16:34

I would be extremely nervous of the coal sector with the approach of COP 26.

Likely to be a very volatile time ahead for companies invested in coal.

More and more emphasis is being put on ESG which makes coal investment an increasingly unpalatable sector for institutions.

Link herewith to COP 26 to be held in November in Glasgow

hXXps://ukcop26.org/

Over ten years the share price has fallen from 350p to 150p and any recent strength may prove be short-lived as investors examine the coal-related income derived from Kestrel and Narrabri.

A very worrying sector.


ALL IMO. DYOR.
QP

[dartboard1] 07/5/2021 16:31

Does this clown not realise that anyone investing in coal at this point realises the risks and is betting that they are priced into the equity at this point. Yeah they might be wrong but that's the whole point of the market... he seems to keep repeating that they've gone down on prior years and have bad ESG... yeah, no #hit ... that's the idea

[smidge21] 07/5/2021 16:24

I get the multi-decade headwind. BUT we can't yet function without dirty energy. Arguably this has parallels in IT windups trading at s substantial discount - no long term value but near term opportunity? Meanwhile APF is transitioning? Is the FCF hit capturing the cost of changing direction?

Please: no heckling from the cheap seats

[pockstones] 07/5/2021 16:07

Keep them coming Que your calls are moving markets

[quepassa] 07/5/2021 15:52

I would be extremely nervous of the coal sector with the approach of COP 26.

Likely to be a very volatile time ahead for companies invested in coal.

More and more emphasis is being put on ESG which makes coal investment an increasingly unpalatable sector for institutions.

Link herewith to COP 26 to be held in November in Glasgow

hXXps://ukcop26.org/

Over ten years the share price has fallen from 350p to 150p and any recent strength may prove be short-lived as investors examine the coal-related income derived from Kestrel and Narrabri.

A very worrying sector.


ALL IMO. DYOR.
QP

[smidge21] 07/5/2021 15:47

Bought this as a yield play with a cyclical tailwind; has turned into a growth stock? (Bit like VSL). Looking at the free cash flow forecasts (on Sharepad), being lazy - has anyone looked (challenged) at the projected downshift?

[madengland_] 07/5/2021 15:22

Que Pasa please keep posting, a few more posts should whack us over the 160 marker.