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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
  -2.60 -1.87% 136.80 136.60 137.40 139.00 136.60 138.00 159,329 13:55:45
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 34.0 -27.2 -10.3 - 292

Anglo Pacific Share Discussion Threads

Showing 11501 to 11524 of 11900 messages
Chat Pages: Latest  464  463  462  461  460  459  458  457  456  455  454  453  Older
DateSubjectAuthorDiscuss
30/6/2021
13:59
Any thoughts on JT’s sale of some of his shares today?
cocopah
30/6/2021
06:33
Cobalt making a strong recovery after a pullback last month and edging closer to USD50,000 per tonne now.. round numbers make for easy maths.. :o)
laurence llewelyn binliner
29/6/2021
07:31
On 24 June 2021, Spruce Bluff Resources Ltd, Closely Associated ("PCA") with NXD Mr. Robert Stan, acquired 11,500 shares at a price of 140.98p per share.
masurenguy
27/6/2021
17:58
#Cocopops, on income for 2021 I now get approx : Kestrel - GBP18.1M (as per 2020) Maracás Menchen - 3.5M Narrabri - 3.5M Mantos Blancos - 4.0M Four Mile - 0.4M EVBC - 2.8M LIORC | Dividends - 4.0M McClean Lake - principal repayment - 1M McClean Lake & Jogjakarta - interest - 2M Voiseys Bay - 10M Incoa - Nil Total = GBP49.3M, over 50M if we take up the Incoa 2nd tranche sooner than later, and with upside from Kestrel IF prices stay where they are for the year.. Looking forward we can add in Piaui, Incoa, Dugbe as Kestrel winds off.. Q2/H1 late July and we can see where we are.. :o)
laurence llewelyn binliner
27/6/2021
15:27
Great update LLB. Thank you. I just think it might be tight on income/profit this year, possibly giving more opportunities to top-up. As I intend to hold long-term it’s all looking very positive.👍🏻😎
cocopah
27/6/2021
08:55
#Cocopops, revisiting earlier income expectations after the LIORC disposal with reduced dividends, then the reduced Kestrel numbers did have a large impact, but we are very well positioned with the VB acquisition now adding and with such strong commodity prices for 2021, our Q2 income will set the stall out neatly and we can see the results in H1 financials end of July, my recent project sweep revealed.. (1) Incoa are now open for business and made their 1st delivery last week, Orion funded tranche 1, and our 2nd tranche funding of USD20M was due in 2021 when they become operational and this could be paid any time with our 1.23% GRR adding USD2M a year for 10 years then USD3M income forever more (LOM) starting as soon as the 2nd tranche investment is made .. (2) Pasofino released their Dugbe PEA last week and the DFS is expected end of 21 early 22, our 2% NSR from this project could add USD4/5M a year from 2024.. (3) Salamanca is still grinding forward through permitting.. (4) Piaui is pushing on now with the pilot plant producing and earning from Q2-2022, they target full scale production from 2025 adding USD4M a year, but if APF go with the 4.25% GRR investment upgrade (+70M) that goes up to USD14/15M income a year.. (5) VB adding USD13-16M in 2021 but expected c22M income a year average from 2022.. (6) + anything new work in progress we have yet to be informed on.. Now Incoa are operational I suspect this will be the next news we hear probably in the Q2/H1.. The chart held up as expected around 139/140p, buyers came back in Friday afternoon, and I was 1 of them, XD 08.07.2021 for 3.75p.. Q3 next week aleady... :o)
laurence llewelyn binliner
27/6/2021
00:34
Fingers crossed heh! 2022 I see no problem, however Q2 will tell us whether we are on target this year and what our ability to reduce the debt looks like. For me £1.60 at year-end is about the best we can hope for now. I’d like to see us hit £50m/£55m+ revenue next year which is the minimum to see a £400m valuation IMHO.
cocopah
26/6/2021
18:34
#Cocopops, good timing as I was just looking at it too, and as rising commodity prices filter through into stronger royalty payments but to hit GBP45M we will need to see: Q1 - GBP 6.8M reported Q2 - GBP 10-11M estimate (with VB contribution of GBP3.0M) Q3 - GBP13.6M estimate Q4 - GBP13.6M estimate Hopefully we can get 4 mile resolved and get them paying what they are supposed to, Adaro are forecasting pretty much the same volumes for this year as last year from Kestrel, but this will benefit from the higher sale prices, there is much to look forward to from the pricing of coking coal, copper, vanadium, cobalt and anything new to come into the portfolio during 2021.. GBP19M just about covers the dividends at 9p on 212M shares, so we need to do a bit better than that to cover it properly.. :o) 21-May-21 RBC Capital Markets Outperform 141.80p 220.00p 220.00p Reiteration 14-Apr-2 Berenberg Bank Buy 136.20p 200.00p 180.00p Reiteration
laurence llewelyn binliner
26/6/2021
17:29
LLB There are roughly 213m share in issue which at my (revised) year-end target price of £1.60 is equal to a market cap of c£341m. Analysts seem to think revenue of £45m and profit of £19m for 2021. Q1 was £6.8m revenue so we need a bump for the next three quarters (12.7m/qtr) to get there. Do you think it’s doable? I was thinking that £10m would be a good uplift from Q1.🤷‍♂️
cocopah
26/6/2021
12:43
Coking coal is on a rip right now in June and we will have to see how it holds up, but it could certainly offset the reduced production levels expected as our panels are mined out.. Next update for Q2/H1 due around 24.07.2021, and we can see what 3 or 4 months worth of the VB stream has added to income.. :o)
laurence llewelyn binliner
26/6/2021
11:18
Couldn't agree more!
madengland_
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
andydaf
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;
cocopah
24/6/2021
09:55
Right on and that's just the divi :-)
johnrxx99
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.
melody9999
24/6/2021
08:14
https://www.lme.com/Metals/Minor-metals/Cobalt#tabIndex=2
melody9999
23/6/2021
15:21
LIORC now through CND50 per share.. :o)TBC, but we had c1.025M at the last count..
laurence llewelyn binliner
23/6/2021
07:30
Which site do you use to track the price?
tommygriff
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
laurence llewelyn binliner
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).🤷‍♂️👍🏻
cocopah
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..
laurence llewelyn binliner
22/6/2021
14:09
Late posted 100,000 buy at 11.58...ready to move up again...waiting for referees whistle...
rougepierre
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?
cocopah
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)
laurence llewelyn binliner
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