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Share Name Share Symbol Market Type Share ISIN Share Description
Anglo Pacific Group Plc LSE:APF London Ordinary Share GB0006449366 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.20 -1.66% 130.40 129.80 131.00 133.00 128.40 131.20 439,767 16:28:40
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 34.0 -27.2 -10.3 - 278

Anglo Pacific Share Discussion Threads

Showing 11301 to 11320 of 12000 messages
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DateSubjectAuthorDiscuss
11/5/2021
07:06
"I have a great deal of respect for APF both as an excellent dividend yielding stock and one that has shown great capital returns - ESPECIALLY if bought after some of the significant market-wide downturns of recent years. The executives at APF have done a great job and carved out an excellent niche as a listed company engaged in the field of royalties." QuePassa Care to comment?
darryn1
11/5/2021
06:57
"I have a great deal of respect for APF both as an excellent dividend yielding stock and one that has shown great capital returns - ESPECIALLY if bought after some of the significant market-wide downturns of recent years. The executives at APF have done a great job and carved out an excellent niche as a listed company engaged in the field of royalties." QuePassa Care to comment?
darryn1
11/5/2021
04:38
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. Care to comment? Care to comment?
quepassa
10/5/2021
21:39
Plenty of special que today
pockstones
10/5/2021
17:02
A reasonable analysis
stemis
10/5/2021
16:38
"Anglo Pacific looks like a great way to ride the commodities super-cycle" hxxps://masterinvestor.co.uk/equities/anglo-pacific-looks-like-a-great-way-to-ride-the-commodities-super-cycle/?mc_cid=6ee5c9cc2f&mc_eid=959ade2e49 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. That said, Anglo Pacific has been around for quite some time, and it has a strong track record of successful royalty deals under its belt. But recently the shares have suffered due to the heavy exposure to coking coal, prices for which suffered during the Covid fallout. In addition to this, the company’s shares have faced selling pressure from Berkeley Energia, another resource company and shareholder. Nevertheless, better times appear to be ahead for Anglo Pacific shareholders, as the company is taking steps to diversify its portfolio, with a particular focus on next generation minerals such as those used in the EV (electric vehicle) industry. Its latest acquisition in particular could be transformational for the company. In February this year, Anglo Pacific acquired a 70% net interest in a stream on cobalt production from the Voisey’s Bay mine in Canada from private equity sellers for a cash consideration of $205 million. Anglo Pacific CEO Julian Treger commented on the deal: “This transaction is not only the largest in our Company’s history, but it also marks the start of a fundamental transformation, as we reposition the business towards 21st century commodities and become an increasingly battery metals focused royalty and streaming company.” The fundamentals behind the move into the cobalt space look very good indeed. Since the start of 2021, the cobalt price has increased by around 60%, reaching two-year highs at US$24.95/lb. The increase has been driven by continued demand from the lithium-ion battery sector as electric vehicle sales reached record highs in 2020, with projected EV battery demand growth of 17% per annum forecast over the period to 2040. Furthermore, Anglo Pacific part-financed the deal through the monetisation of a portion of the group’s Labrador Iron Ore Royalty Corporation (LIORC) investment, netting a 60% return. Iron ore prices have rebounded sharply since Covid, while cobalt prices are believed to be only at the start of a bull run. If this is correct, this could prove to be a very savvy move by Anglo Pacific. Income investors will note the c. 6% yield on offer, which had come into question but now looks safe given that the company confirmed its final dividend of 3.75p per share at the time of the first-quarter trading update earlier this month. Moreover, the group has around $70 million dollars headroom in its financing covenants, which provides room for further deals, should any opportunities arise. The first-quarter numbers weren’t much to look at, especially given the much-reduced contribution from LIORC, but the outlook appears strong as commodity prices continue to recover as economies reopen. 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.
value hound
10/5/2021
12:10
Bet someone made fortune from last weeks tree shake!
juuunx2
10/5/2021
11:16
75,000 bought at 159.2p c40,000 bought at 160.42p c11,000 bought at 160.35p c38,000 bought at 161.3p The forward dividend stream is attractive, but we already know that.. :o)
laurence llewelyn binliner
10/5/2021
06:12
yet more pi in the sky!
cb7
10/5/2021
05:48
QP..... I don't care what the past price was. Invested here in April 2021... April 2021 - 130p May 2021 - 154p Nice :-)
gateside
09/5/2021
17:19
Investors should keep sight of the revised dividend schedule here which has been compressed, now payable in August, November, December, February then a final in June, and another in August again, so 6 payments in 12 months and around 14.5p / 10% total.... not to be sniffed at.. :o) Any buyers coming in recognising this will help build the share price in coming weeks/months ahead of the maiden VB royalty payment in the Q2 update, and it will get better from there on in..
laurence llewelyn binliner
09/5/2021
15:21
Let’s hope for plenty of “special Que “ this week he has highlighted the value here in a timely fashion
pockstones
09/5/2021
14:38
#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..
laurence llewelyn binliner
09/5/2021
08:31
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 : hTTps://masterinvestor.co.uk/equities/anglo-pacific-looks-like-a-great-way-to-ride-the-commodities-super-cycle/
flagon
08/5/2021
17:18
#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... hTTps://www.proactiveinvestors.co.uk/LON:APF/Anglo-Pacific-Group-PLC/ hTTps://www.brrmedia.co.uk/broadcasts/6092b26b576c9638976d3979/anglo-pacific-q1-trading-update/
laurence llewelyn binliner
08/5/2021
16:22
Excellent week. This stock has been going vertical. Major rerating in progress. Perhaps we will see that 190 broker forecast sometime soon.
lord gnome
08/5/2021
15:00
Que this is blatant ramping on your part
pockstones
07/5/2021
22:00
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
quepassa
07/5/2021
21:09
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)
laurence llewelyn binliner
07/5/2021
20:43
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
melody9999
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