We could not find any results for:
Make sure your spelling is correct or try broadening your search.
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 | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 157.00 | 157.60 | 158.60 | - | 0.00 | 01:00:00 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
0 | 0 | N/A | 0 |
Date | Subject | Author | Discuss |
---|---|---|---|
23/6/2022 05:27 | Added Berenburg update to header. Thanks TD | johnrxx99 | |
22/6/2022 15:57 | Berenberg with a 300p targethttps://www.pr | the deacon | |
22/6/2022 15:43 | What a time for Kestrel to add significantly more revenue to APF's royalties.My thanks to the posters on this board who share their knowledge so generously. I can't think of a better Board, | dogberry202000 | |
22/6/2022 09:29 | #The Deacon, looking for a decent indicator for Kestrel revenues working off met coal prices is proving challenging as we do not know when sales made translate into income inside/outside of the quarter, but I have found a Chinese future for met coal that can give us price averages which will give an indication of +VE/-VE on income.. Q2-2021 | met coal 1719 CNY Q3-2021 | met coal 2619 CNY | Kestrel income USD11.7 Q4-2021 | met coal 2937 CNY | Kestrel income USD26M Q1-2022 | met coal 2707 CNY | Kestrel income USD33.5M Q2-2022 | met coal 3100 CNY | Kestrel income -VE on Q1 Q3-2022 | met coal TBC CNY | +VE over Q1 with income from the Q2 prices.. :o) So there seems to be a lag of a quarter on prices converting to received income, from this we can see that Q2-2022 income will be slightly down on Q1 due to the lag time, BUT look at Q3 which could come in at around USD40M, and that is BEFORE the new royalty price tiers kick in from July 01st which we will see in our Q4 income.. :o) Smart money might consider buying that income now ahead of the news...? | laurence llewelyn binliner | |
22/6/2022 09:19 | https://www.proactiv | the deacon | |
22/6/2022 07:40 | The royalty rate increasing by 75% on Kestral should accelerate the timeframe to net cash and could also boost the dividend next year. Marc Bishop Lafleche, CEO of the Company, commented:"The proposed increase to the Queensland royalty regime has the potential, based on current consensus metallurgical coal price forecasts for H2 22 of approx. US$380/t (A$545/t), to increase our revenue from the Kestrel royalty during the same period by approximately 75%. This should significantly accelerate our ability to recycle capital towards funding accretive acquisitions that further enhance our exposure to future facing commodities." | masurenguy | |
21/6/2022 19:23 | What this afternoons news drop demonstrates, and reinforces IMO is that a R/S company like APF is a buy it, set it and forget it share then have confidence in our BOD to lead it, I do not buy anything I would not be happy holding for a decade, this being 1 of them, and with 10 or more separate components inside the machine each with the capability of generating progress/news/MnA on their own there is far too much room for getting caught out not holding trying to trade the share.. We make or break our own luck by the decisions we make, now with what should be a stunning years income for 2022 possibly in the order of USD200M it is hard to see how we will not head towards 200 pence again, recession worries always weigh heavy but any softening of other commodity prices would be comfortably out weighed by the huge increase in Kestrel income coming our way if met coal prices remain elevated.. | laurence llewelyn binliner | |
21/6/2022 19:20 | Was not aware it's linked to a government set rate, not a direct investment agreement ... seems like the market wasn't either as the news was out the whole trading day and only got the spike after the rns | dartboard1 | |
21/6/2022 19:00 | That's usually my strategy.Let us know if you sell anything else. | husbod | |
21/6/2022 17:23 | #The Deacon Ah! Now I understand. Basically we are piggybacking on the decision made by the Queensland authorities (who benefit from holding coal royalties and have seen that they are missing potential income from the sustained high price of coal). Lucky us I guess. 👍🏻 Thanks for enlightening me! | cocopah | |
21/6/2022 17:11 | If the royalty rate review goes through, and met coal stays elevated, this has the potential to get us up somewhere near USD200M income for 2022... :o) Top tier at Piaui and Incoa for free, or maybe a royalty/portfolio acquisition, or both.. I hope we can now see a reason and pathway for another run at the 200 pence target, which is still well below the 240/250 pence broker notes.. | laurence llewelyn binliner | |
21/6/2022 16:53 | This is a stock for losers. | quepassa | |
21/6/2022 16:45 | #Cocopah, here's an article on it:https://www.abc.n | the deacon | |
21/6/2022 16:44 | Kestrel; the gift that keeps on giving. Could be a perfect storm for us; lithium equities have taken a pretty decent beating recently on the back of the Goldman report which has received widespread criticism in the industry. Would love to see APF do a deal with ZNWD and in turn with EMH. This is basically the same deposit, ticks the safe jurisdiction box, has strong ESG credentials and is Europe's largest hard rock lithium deposit. | sporazene2 | |
21/6/2022 16:27 | ?? was getting worried They may have hit my SL not anymore | sp31415 | |
21/6/2022 16:24 | #LLB and #The Deacon ... looking at a wall of red this is most welcome news indeed ... when all is calm, or should I say when we are al calm (lol) ... could either of you explain how this has happened? :)) | cocopah | |
21/6/2022 16:24 | I filtered QP ( aka Gilipollas in spanish ) moons ago | phillis | |
21/6/2022 16:16 | Had a nice surprise when popping in to see what's happening (and no I'm not talking about QP's re-emergence!). What wonderful news regarding Kestrel! In a sector becoming increasingly starved of development capital, there will be plenty of potential deals out there for Marc and team to run the rule over.. | the deacon | |
21/6/2022 15:58 | #Cocopops, that there is a peach of an RNS, and a significant development in the debt payback timetable bringing the zero debt/cash positive forward a quarter or more .. In addition, as the royalty runs through the panels what would have been a 50% year next 2023 could now be a full years income instead if prices maintain in our favour.. Kestrel H1-2022 - cUSD60M Kestrel H2-2022 - +75% and potential for > USD100M.. Now positioned pre year end for the Incoa/Piaui acquisitions for free.. MBL must be laughing his socks off as it will run through to 2024/2025 and Kestrel exit, unless they have any more options to add to it now unlocked.. Get in… :o) | laurence llewelyn binliner | |
21/6/2022 15:49 | Oh well, so much for my target. Very nice indeed for APF. | johnrxx99 | |
21/6/2022 15:40 | ... also ... anyone ... enlighten me (and probably a few others!) ... as to why this has occurred and whether a reversal could happen in the future (i.e. what drives this change?). Thanks in anticipation. | cocopah | |
21/6/2022 15:38 | #LLB ... just saw this on the RNS ... "The proposed increase to the Queensland royalty regime has the potential, based on current consensus metallurgical coal price forecasts for H2 22 of approx. US$380/t (A$545/t), to increase our revenue from the Kestrel royalty during the same period by approximately 75%. This should significantly accelerate our ability to recycle capital towards funding accretive acquisitions that further enhance our exposure to future facing commodities." ... working your magic on the income does this mean we are likely to be debt free by the end of August? :)) | cocopah | |
21/6/2022 15:31 | Every time quepassa posts on this board the share price goes up.keep it up que. | mintcake1 |
It looks like you are not logged in. Click the button below to log in and keep track of your recent history.
Support: +44 (0) 203 8794 460 | support@advfn.com
By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions