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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 11451 to 11474 of 12000 messages
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DateSubjectAuthorDiscuss
14/6/2021
13:33
apologies is this has already been shared but I havent been keeping up to date with post on this forum. it certainly caught my attention and bodes well for a move back to 50K and beyond GLA https://www.ft.com/content/12ea44c7-d940-4b75-bd94-4fd2116c1c76
sporazene2
14/6/2021
09:31
Exactly the point. The value of this cobalt stream is yet to reflect in the share price and the thought of holding some of the much needed assured supply is coal as the world steadily transitions is actually very appealing. Should make some good money here. Keep ramping ;-)
madengland_
11/6/2021
17:55
#Woodhawk, yes, and that fact seems to be still lost on some buyers, where else can you get a 6% dividend income return on your money over 7 months.. It will soon be Q2/H1 and we can see the impact of VB added to income.. :o)
laurence llewelyn binliner
11/6/2021
16:55
Two cobalt plays: Anglo Pacific June 2020- 135p Dec 2020- 100p June 2021- 150p 12months +10% Mkt cap ( £320m) Jervois Mining Limited June 2020- A$0.16 Dec 2020- A$0.36 June 2021- A$0.63 12months +300% Mkt cap A$510m ( £280m) ALL IMO. DYOR. QP
quepassa
11/6/2021
12:41
A year's worth of dividends will become due over the next six months, ex-divis now scheduled for every two months - July, Sept, Nov and January.
woodhawk
11/6/2021
11:16
Gradual and sustained shareprice rise of 50% since last November ! 😊
masurenguy
11/6/2021
09:18
Thanks for the feedback Cocopah. Read this about Moody's rating miners but it doesn't mention APF. Mo hTTps://www.mining.com/moodys-new-scores-to-reflect-esg-risks-on-miners/
mo123
11/6/2021
09:03
Update at TRR most likely having a positive effect on the share price here today
gateside
09/6/2021
18:33
#tommygriff, indeed, we used to hold 7.01% of LIORC, and sold c75%, so at the last count in the Q1 update we still held around 1.75% (1.1M shares).. But, those were pending liquidation if we needed the cash for the next royalty and we will find out more in the Q2 update on how far that has got..
laurence llewelyn binliner
09/6/2021
17:58
Did Anglo not sell a big chunk of the Labrador holding?
tommygriff
09/6/2021
16:53
LIORC on a roll now, and our stake edging ever closer to CND50M..., plus the dividends.. :o)
laurence llewelyn binliner
09/6/2021
16:50
Mo123 The rerating refers to the analysts that comment on APF stock (pretty sure they are Peel Hunt, Berenberg, BoA and RBC). All rate as ‘Buy’ at present and they will usually give a stock price goal. So a positive rerating would see this price go up and perhaps a move from buy to ‘Outperform217;. I think RBC are there already with a price target of 2.20. I would guess that any upwards rerating across the board would require confirmation of Q2 income. I’m not sure why Julian keeps mentioning the 10% but perhaps he has been told that in order for APFs green credentials to be seen in a positive light this needs to happen. Interestingly in the presentation he did mention the possibility/likelihood of selling some of the coal royalty. However it is a cash cow for us at present so I guess any exit strategy would need to bear this in mind (perhaps alongside another accretive deal). 🤷‍a94;️ That’s my take on it anyway. Others on this board with more experience and knowledge of APF might be able to offer more insights.👍🏻
cocopah
09/6/2021
06:47
Good video - encouraging message.
norry2
09/6/2021
02:50
Many thanks oshy92 - added to the header.
johnrxx99
08/6/2021
13:33
Cheers for the link oshy92. Why is getting below 10% for coal so significant and who carries out the rerating?
mo123
08/6/2021
12:49
Oshy92 ... thanks for sharing the link, extremely interesting and informative views from the panel.😎€077;🏻
cocopah
08/6/2021
08:44
Morning. Please find below a link to the Webinars and Royalties recording. APF is first up: www.vimeo.com/559875909
oshy92
04/6/2021
15:24
LLB ... I’d forgotten to take the 18% off, however I probably underestimated the cost per pound over the quarter. Still, even if the figures are nearer £3m per quarter (whilst production is ramped up) with all royalties contributing now this quarter should be good for at least £11m.👍ӿ95;🙏🏻;
cocopah
04/6/2021
07:36
VB Cobalt production: 2019 - 1608 tonnes 2020 - 1592 tonnes Q1-2021 - 476 tonnes The APF stream is for 22.82% of the total produced from VB until 7600 tonnes have been delivered and we pay 18% / or get an 82% credit for it then it reduces to 11.41% After USD300M has been recovered through accumulated credits our costs rise to 22% payment or a 78% credit.. #The Deacon, we bought 70% of the Cobalt22 stream so it looks like they kept 30% for themselves, so Wheaton have 42.4%, and Vale the balance.. Our income based on the Q1 production will depend on how much of the quarter was captured inside the deal, but I think it was only March.. But for a 1600 tonne year, that comes to USD13M at current prices.., and our share of Cobalt comes to 1 Tonne a day, near as makes no difference.. As they head underground grades will go up and it looks like they already have by the Q1 production figure of 476 tonnes up from 304 in Q1-2020 through to 388 in Q4-2020....
laurence llewelyn binliner
04/6/2021
05:34
Vale retain it by the looks of it. Here's the original deal:https://www.mining-technology.com/news/vale-completes-690m-voiseys-bay-cobalt-streaming-deals/
the deacon
03/6/2021
21:43
#The Deacon, interesting.., we knew Wheaton had a stream, and our stream came from Cobalt22, but who currently has the balance..? or do Vale retain some themselves..?
laurence llewelyn binliner
03/6/2021
21:39
#The Deacon, if APF is entitled to 22.82% of the production (i.e. 264,940lb) at (say) £14.50/lb ... that equates to c£3.84m for this quarter, assuming quarterly production this year at a flat rate. If my sums are way out, please correct me. TYVM👍ㇿ5;😎
cocopah
03/6/2021
20:27
Wheaton Precious Metals report on Voiseys Bay last month pasted below...(WPM has 42.4% of the Voisey's Bay mine cobalt production until the delivery of 31 million pounds of cobalt and 21.2% of cobalt production thereafter for the life of mine)"Voisey's Bay: In the first quarter of 2021, the Voisey's Bay mine produced 1,161,000 pounds of attributable cobalt. As at the end of the first quarter 2021, approximately 132,000 pounds of cobalt were held in inventory by Wheaton and 818,600 pounds were produced but not delivered. As per the PMPA with Vale, Wheaton is entitled to any cobalt processed at the Long Harbour Processing Plant as of January 1, 2021, resulting in reported production in the first quarter of 2021 including some material produced at the Voisey's Bay Mine in the previous quarter. As per Vale's First Quarter 2021 Performance Report, physical completion of the Voisey's Bay underground mine extension was 62% at the end of the first quarter and is on track for start-up in the first half of 2021, with full completion scheduled for 2023."
the deacon
31/5/2021
06:17
#Cocopops, Q2 income could surprise, mostly depending on the timing of the Cobalt stream sales from VB, our March delivery got sold in April, so it is possible for 4 months supply depending on the June sales date being inside Q2, but 3 months for sure, I have GPB 10-11M income noted, all of which I expect to be used to smash the new debt down to meet the lending covenants to enable the revised dividend timetable.. Our LIORC equity share is worth CND45M/USD38M now too, assuming we still hold them all and that would fund the next royalty deal..
laurence llewelyn binliner
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