Anglo Pacific Share Discussion Threads

[madengland_] 26/6/2021 11:18

Couldn't agree more!

[andydaf] 26/6/2021 08:12

As the company transitions its easy to concnetrate on cobalt,copper and nickel and put kestrel at the back of ones mind.However with coal at multi year highs the kestrel royalty will have moved from 7% to 15%.Kestrel could easily as it comes to the end of its life pay off a good amount of the debt.I fully expect results to be on the upside dyor

[cocopah] 24/6/2021 10:49

Whilst the dividend payments should result in a short/medium-term uptick in the share price, I am looking forward to the next set of quarterly results as an indicator of whether we have the potential to be a £400 million company and whether another deal is in the pipeline.🤞🏻👍7995;

[johnrxx99] 24/6/2021 09:55

Right on and that's just the divi :-)

[melody9999] 24/6/2021 09:39

11% divi! Whilst I'm here, the dividend timetable RNS issued 21/04 points to 9p in divis being paid by Jan 2022 - with the first in a couple of weeks. Thats 6.4% at 140p for a 7 month investment ....which must be c 11% divi annualised if you bought now and sold late Jan 22.

[laurence llewelyn binliner] 23/6/2021 15:21

LIORC now through CND50 per share.. :o)TBC, but we had c1.025M at the last count..

[tommygriff] 23/6/2021 07:30

Which site do you use to track the price?

[laurence llewelyn binliner] 23/6/2021 06:36

Another tickle for Cobalt, and over $45,000 per tonne, 2 straight gains.. :o)

USD1.35M a month at current prices..

VB Cobalt production:
2019 - 1608 tonnes
2020 - 1592 tonnes
Q1-2021 - 476 tonnes

[cocopah] 22/6/2021 16:47

LLB that’s great information as usual. Thank you. I had no clue how to find out the quarterly ‘shipped’; contribution. However I thought we needed at least c£3m uplift in revenue (from VB for Q2 to replace the Kestrel income from a year ago) to get back on track revenue wise. Given that we have an extra delivery from Q1 and that all the other income streams are now ‘flowing’; this should be achievable. As you say, it should get even better from there. I had thought about a top-up, still umming and aahing (it did dip to 1.39ish earlier).🤷‍♂️👍🏻

[laurence llewelyn binliner] 22/6/2021 14:37

#rougepierre we meet again... :o)

Interesting period here right now as we wobble around on the channel fib retracement level, but we know the 3.75p XD is not far away, I would expect that to get bought, and someone just took 100,000 at 140p..

#Cocopops, that depends how often they take delivery, but for ease of maths, our stream is as near as makes no difference 1 tonne of Cobalt a day..

So, 28/30/31 tonnes a month, or around USD1.25M a month at todays prices, but as they head underground at VB the tonnages will go up with the grade, so I will keep an eye on the Q2 results for reference..

[rougepierre] 22/6/2021 14:09

Late posted 100,000 buy at 11.58...ready to move up again...waiting for referees whistle...

[cocopah] 22/6/2021 09:29

Thanks for the read Deacon. LLB just out of interest how much tonnage do you think is in ‘one shipment’ of cobalt from VB?

[laurence llewelyn binliner] 22/6/2021 07:10

#The Deacon, good find..., further evidence of the transition away from thermal fossil fuels and towards our greener ESG credentials going forward...A few more shares in the pot at 140p yesterday, and we will soon see what today offers up... :o)

[the deacon] 22/6/2021 06:23

https://www.afr.com/companies/mining/royalty-on-whitehaven-s-coal-up-for-grabs-20210520-p57the

[melody9999] 21/6/2021 22:56

According to LME, Cobalt price moved up in last couple of days after ticking down over last 3 months. Time to add a few methinks

[woodhawk] 21/6/2021 22:15

I'm hoping this is pretty close to the current bottom, if not I may consider adding more. I've been trading it quite successfully for the past 7 months. Good luck to you too, Cocopah.

[cocopah] 21/6/2021 21:32

Woodhawk Great stuff, I was tempted but thought it might go to 1.35. It’s not about trying to find the bottom, just value, so I hope you’re right and if so well done you!👍ㇿ5;👍🏻

[woodhawk] 21/6/2021 14:51

Just topped up at below 140p!! Thanks very much. Only a couple of weeks to go before the first of the 4 divis due over the next 6 months.

[cocopah] 18/6/2021 19:09

Deacon I agree, I thought about it at the end of April but even then it looked a bit rich. It’ll cost me more but I think I’ll wait until it’s ready to pay dividends when income hits £10m. Likely to be 2023ish. 🤷‍a94;️👍🏻

[the deacon] 18/6/2021 18:37

Yes good appointment. Trident valuation a little hot for my liking right now though. £70m+ market cap vs royalty income which will likely be £2-3m this year, unless they pick up more cashflowing royalties. Thacker Pass is an interesting asset, but that's some years away yet.

[cocopah] 18/6/2021 08:43

Good appointment for Trident this morning?🤔

[cocopah] 18/6/2021 08:43

LLB I looked at the trend for copper and gulped then I looked at what was happening with cobalt and smiled, then copper turned too! 😎😎

At one stage I was thinking APF might retrace to a top-up opportunity at 1.35 (still practising) but I’m not sure now.🤔㈴2;

[laurence llewelyn binliner] 18/6/2021 06:25

Nice overnight price reversal for Cobalt breaking the recent month long downtrend..

Lets see if 143p is the floor for this cycle, yesterdays buyers will soon be rewarded with dividends too... :o)

[woodhawk] 17/6/2021 16:48

APF has been in a pretty solid uptrend with occasional spikes higher for the past seven months or so. With a year's worth of divis coming due over the next six months, and the new royalties coming on stream, I'm more than happy to buy the dips, Binliner.