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 Shares Traded Last Trade
  3.40 2.7% 129.40 387,870 16:35:05
Bid Price Offer Price High Price Low Price Open Price
126.00 127.40 128.40 124.20 128.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 34.01 -27.21 -10.31 276
Last Trade Time Trade Type Trade Size Trade Price Currency
17:49:01 O 1 129.40 GBX

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Date Time Title Posts
18/9/202108:41Anglo Pacific - Coal and a lot more besides.11,060
02/12/201714:26Anglo-Pacific: Coal, or a brighter Future?726
21/11/200611:52Not my usual type of share but still rather sexy !!3
20/1/200416:53Scrip Dividend10
28/1/200209:23Anglo-Pacific: Coal, or a brighter Future?-

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Anglo Pacific (APF) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2021-09-17 17:29:20129.4011.29O
2021-09-17 16:50:52126.361113.90O
2021-09-17 16:41:04127.20386490.99O
2021-09-17 16:04:45125.3333.76O
2021-09-17 16:04:45126.0056.30O
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Anglo Pacific (APF) Top Chat Posts

Anglo Pacific Daily Update: Anglo Pacific Group Plc is listed in the Mining sector of the London Stock Exchange with ticker APF. The last closing price for Anglo Pacific was 126p.
Anglo Pacific Group Plc has a 4 week average price of 122p and a 12 week average price of 122p.
The 1 year high share price is 162p while the 1 year low share price is currently 97.10p.
There are currently 213,480,759 shares in issue and the average daily traded volume is 268,116 shares. The market capitalisation of Anglo Pacific Group Plc is £276,244,102.15.
cocopah: Given the whacking that iron ore has had this week and the looming Evergrande disaster (with knock-on impacts for construction in China) it will be interesting to see what we do with our stake in LIORC! At this time I think it would be madness to cash in on the coal assets (our share price can’t get much more depressed than it already is (or where the charts are taking us!) and we need the income to reduce the debt. Let’s kick the can down the road on this strategic review JT. In other news, nice to see that Proactive today posted a positive write-up on the dividend paying stocks of APF and CEY … as someone said, “Good content isn’t about good storytelling. It’s about telling a true story well!”🙏;🏻 👍🏻😂
cocopah: I think our share price remains in the doldrums because we have not yet put bread on the table in a recent quarter. Given the price of both types of coal and that we have contribution from most of our income streams this quarter, I will be flabbergasted if we do not smash £13 million (sorry $18m) in income in Q3. I also think it would be shooting ourselves in the foot to divest all the coal at the present time. Even if the latter weighs on the share price until we do, the returns will more than make up for it.
illiswilgig: Thank you both for your detailed posts. Nice usernames both by the way! My comment that Kestrel might suprise to the upside is based upon H1 2019 Australian Hard Coking Coal prices in the range 190 USD/mT - 214 USD/mT (FOB) Source - IEA 2020report and APF royalty in H1 2019 of 22.7m GBP - as a comparator. At the start of H2 2021 coking coal prices shot up to above 200 USD/mT and have so far - ok thats only 6weeks so far) stayed above 200 USD/mT If they stay above 200 USD/mT APF royalty could meet or exceed the 22.7m GPB of H12019. This is not intended to be a prediction - just an observation that at current prices the Kestrel royalty increases very rapidly and that the mine may choose to try to maximise sale contracts whilst the price is high? That's the upside. I reworked my figures for a higher price a couple of weeks ago and pencilled in H2 APF royalty of 18.5m - pro-rata 9.25m for Q3. Shamefully your excellent work has shown me that I forgot to convert to AUD to calculate the royalty APF can expect to receive. The good news is that I underestimated APF royalty at these high prices. Having included the conversion to and from AUD (my figures are the same as those Stevie gives but my base case contract price is USD190 rather than USD150) - my calclation now gives At price of 190 USD/mT I estimate APF royalty is 10.9 USD/mT and at output of 2.5m mT H2 royalty of 19.56m GBP (27.2m USD) or Q3 royalty of 9.7m GBP pro-rata. At 200 USD/mT and 3m mT output that increases significantly - H2 royalty 25m GBP for H2 12.5m for Q3 I am not suggesting that these upside figures will be achieved - just to show that at these prices APF royalty increases significantly due to increasing contribution from the 15% top rate. If [1] prices remain above 200 USD /mT [2] Kestrel chooses to increase output or decrease stockpiles into the higher prices [3] GBP does not strengthen further against the USD then Kestrel royalty has the potential for significant upside surprise, Hopefully I've not made that too confusing? cheers
laurence llewelyn binliner: #The Deacon, the last longwall changeover at Kestrel was Q3-2020, so we are into panel 409 now, how far I can not tell yet, but I believe we will have a full year 2021, and 2022, tapering in 23 and 24, but we still have a royalty footprint on the 500 panel series of around another full years income to come when Adaro get into it, the Kestrel South 400 and 500 panels LOM goes out to 2033.. APF royalty is for 7% of value up to and including A$100 per tonne, 12.5% of the value over A$100 and up to and including A$150; and 15% thereafter.. Our royalty footprint will be mined out in full, current prices are around US$150 / A$200 per tonne, and forecasts out to 2025 of the same prices.. By 2022 we will have VB adding another full Kestrel year 2020 income level (USD18M) on top as Kestrel winds off in 23/24.. Plus there will be new additions, Incoa, BN Piaui, Dugbe, Amapa, could be more by then... A little disappointing to see the share price down at 130p, but our Q3 update will set our stall out for the next couple of years while the company build the portfolio..
grahamburn: Masurenguy. Surprised someone with your experience has fallen into the classic misinterpretation of current yield versus historic cost price yield. Any yield calculation/comparison must be based on the CURRENT yield because that is what you get based on what the shares are WORTH now. I too invested last autumn, but if I am comparing potential yields from other shares in the current market, I always look at current yields and capital value, not the original capital value/yields. If a share price goes up the yield falls (given the same dividend) but conversely, if a share price falls the yield goes up (but you've lost capital value). That in itself illustrates the basic fallacy in your approach.
cocopah: Just my musings, I wonder if the APF share price would be less volatile (I know it’s not very volatile) if there was a more regular stream of investor comms? They could probably use Twitter a bit more to communicate with investors (e.g. the LORIC dividend and the cobalt sales) …🤷R05;♂️🤔
melody9999: 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: Recent posts have caused me to study the APF chart. Accordingly I am looking at a 1 year price target of 200p and a 3 year price target to get back to the 10 year high of 350p. That's +30% and +140% approx from today's price. Oh and don't forget the c 6% annual divi at today's prices too. If the share price falls below 128p - the price of the last placing - then all bets are off and I might exit at break even. Drivers are commodity prices, the success of companies in the portfolio and the speed of re-alignment away from coal towards greener assets. In that respect APF have a war chest of £60M which our CEO recently suggested might result in 1 or 2 additions in the next year. Nothing delusional here - just the way I see things. But DYOR.
quepassa: But they don't really buy them so much any more! That's the whole point. And that's why these shares prices HAVE FALLEN OFF A CLIFF relative to prices for many other industries which HAVE SOARED in value in recent times. Share prices:- Shell 2015 - £25 2021 - £13 BAT 2016 - £48 2021 - £27 BP 2016 - £47 2021 - £27 Imperial 2016 - £40 2021 - £15 Nonetheless, there is still a diminishing band of investors who buy these shares - as with APF- because of yield but ESG is now rapidly catching up with those investors too. You see, despite the high yield, share prices have HALVED over five years in every single example which you put forward because there are even more institutional investors who no longer want to hold these stocks as they do not meet their ESG requirements and have sold/are selling. It's for the same reasons over ESG in its many guises. Whether that is fossil fuel exposure which causes climate change through harmful CO2 emissions or tobacco which causes lung and other cancers. So, yes you can still get a good yield on these stocks but even their comparatively high yield is nowadays not enough to outweigh ever-increasing institutional (and private) investor concerns over ESG. That's why the shares have fallen so much. And their attractive yield is no longer strong enough to defy the inevitable downwards gravitational pull exerted by ESG. ALL IMO. DYOR. QP ps. ( You are a tad behind events when you mention Imperial Tobacco as it no longer exists . They changed their name five years ago to Imperial BRANDS in order to DISTANCE THEMSELVES from tobacco).
quepassa: Just doesn't understand. Yes, the world may need fossil fuels for many years to come. But INVESTORS don't need, want or like fossil fuel shares on ESG compliance grounds That's what is holding the APF share price back. APF can say they are going green but the income figures above show that there is still a great reliance on black. Kestrel is an albatross. ALL IMO. DYOR. QP
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