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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 Shares Traded Last Trade
  -0.80 -0.59% 135.40 391,707 12:24:50
Bid Price Offer Price High Price Low Price Open Price
135.00 135.80 138.00 135.00 136.20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 34.01 -27.21 -10.31 289
Last Trade Time Trade Type Trade Size Trade Price Currency
12:23:50 AT 2,073 135.40 GBX

Anglo Pacific (APF) Latest News (1)

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Anglo Pacific (APF) Discussions and Chat

Anglo Pacific Forums and Chat

Date Time Title Posts
15/4/202111:42Anglo Pacific - Coal and a lot more besides.10,378
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
11:23:50135.402,0732,806.84AT
11:22:59134.886,0008,092.80O
11:22:27134.885,0006,744.00O
11:20:37135.401013.54O
11:14:13135.112,1292,876.49O
View all Anglo Pacific trades in real-time

Anglo Pacific (APF) Top Chat Posts

DateSubject
15/4/2021
09:20
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 136.20p.
Anglo Pacific Group Plc has a 4 week average price of 128.60p and a 12 week average price of 120.80p.
The 1 year high share price is 165p 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 624,334 shares. The market capitalisation of Anglo Pacific Group Plc is £289,906,870.72.
09/4/2021
08:36
quepassa: Important articles in FT today about Anglo American demerging its thermal coal interests. Even though thermal coal comprises a mere 3-4% of Anglo's revenues, such is the negative impact on investor perception that Anglo American now want shot of coal. FT. page 12 : "Such is the toxicity of coal that getting shot of 3-4% of Anglo's earnings this year was good for a bump in the group's share price. Shareholders will doubtless approve the deal". See FT for full article/context. The management of APF need to take note. Until such time, the increasingly bright prospects for APF will be severely limited due to the highly negative market perception of coal as an acceptable investment in an increasingly ESG compliant world. ALL IMO. DYOR. QP
19/3/2021
10:19
cocopah: LLB, Deacon & Donaferentes - I copied the link from the APF Twitter feed on which APF indicated the news was royalty positive, so let’s hope it wasn’t marketing legerdemain by their social media division team. Looks like pesky bond worries and thin trading are behind the sluggish share price today, roll-on April.😀
16/3/2021
11:49
illiswilgig: 'The invention of Li–S batteries dates back to the 1960s, when Herbert and Ulam patented in 1962, a primary battery employing lithium or lithium alloys as anodic material, sulfur as cathodic material' (source Wikipedia) Primary advantage of Li-S is lightweight, high energy density and lower cost by replacing the high cost of the metallic cathode. Li-s batteries have been demonstrated in niche applications, particularly aerospace. The many developers of this potential improvement in technology have yet to overcome the limitations to power output, charge time and cycle lifetime. Though very recent reports from a Korean team appear to have identified a potential catalyst which might overcome the cycle lifetime is to add - Cobalt Oxalate. Yes folks, it may be that the best way to overcome removal of cobalt from the battery - is to add back some cobalt! For many years battery developers have been searching to find a way past the Lithium Cobalt Oxide battery for improved energy storage density but also because of the cost and environmental concerns over cobalt. The recent switch to Lithium Iron Phosphate by Tesla and others is a retrograde step - reducing cost but also performance which may prove to be acceptable for some lower cost and power applications but is unlikely to dent the demand for Cobalt on its own. I, for one, hope tht they do make a breakthrough in battery technology soon - but I remember discussing this with a phd candidate at Southampton university in 1983 when sony were already commercialising the UKAEA lithium cobalt designs - and we are still waiting. It seems that developments in the battery world take longer than we'd like - I suspect that APF management have come to the same conclusion, that Lithium Cobalt batteries will be superceded - but not before APF makes its money back. In the meantime there is some probability that supply constraints and ESG concerns will give APF a premium for its stream. That's a risk I am happy to back the management on - parricularly as just one part of the APF pivot to new materials - though if the facts change I reserve the right to change my mind, cheers
26/2/2021
08:08
laurence llewelyn binliner: #Swanvesta, thanks, proof that a phone call can cause a distraction and accident, not only while driving.. :o), I was waiting for someone else to have a go at getting to grips with valuing the deal too.., but yes I agree the below.. 2021 | 800/APF 181 tonnes | USD 7.5M income 2022-2024 | 1800/APF408 tonnes | USD 16.8M per year 2025-2033 | 2600/APF590 tonnes | USD 24.3M per year Until the 1st 7,600 tonnes cap are delivered The accumulated income at 50,000 Cobalt over the 1st 10 years would be cUSD203M or equal to the stream cost price (10% average return on capital pa), IRR has been quoted at 7-12% pending prices.., the stream price of 300M is reached in year 13..? 7,600 tonne cap achieved early year 15 where income reduces 50% .. USD312M total stream value at 50,000 Cobalt, so a baseline 50% profit margin over cost at current prices with the upside coming from Cobalt if/when that rises.., any uptick payment take care of themselves when/if Cobalt goes over USD25/lb.. I am stuck (so far) on how year 1 can result in JTs expected 15/16M income pro rata for 9 months, unless the projected 800 tonnes production is way short of actual production, and we are really getting the 12 month supply delivered in 9 months ..?
24/2/2021
19:07
boystown: Tipped in the IC (but forewarning, it's charting nonsense) Anglo Pacific poised to pop Michael Taylor thinks that shares in the mining royalty company could be on the cusp of a breakout ...my attention has turned to Anglo Pacific (APF), a mining company that is focused on base metals. It has non-operating interests in mining projects globally and for this receives a proportion of the proceeds of these assets. One would be tempted to think of Anglo Pacific as an investment company, but that doesn’t stop the chart from looking attractive. We can see in Chart 1 that in 2020 the classic warning signs that regular readers of my column should now be able to stop: failure to break new highs, and the stock rolling over along with the moving averages. Anglo Pacific is SETS traded and so exiting this stock is much easier than dealing with a market maker – especially now since some market makers just aren’t answering their phones. Remember, having a broker that picks up in two rings is all well and good – but if the market makers are offering poor prices and won’t answer the phone then the broker is about as much use as a wet towel. Therefore, if you do ever need to exit in a hurry, it’s certainly better to do it on the London Stock Exchange’s flagship platform rather than any of the SETSqx listed stocks. Chart 1 shows a clear line of support at 100p. We can see that the stock has tested and bounced from here four times – proving that 100p is a significant zone of support. Couple that in October 2020 with a clear ramp up in volume as marked by my arrow and we can see it’s obvious that strong buying is stepping in to support the price at this level. That tells us that this is a potential change in trend if buyers are now starting to overpower the sellers. Moving across to Chart 2, we can see that the stock is now trading above all its moving averages and that the stock is firming and trending upwards. I have marked a line of resistance at 140p as we can see that the stock has hit this level twice now and come off the high. If the stock can take out 140p I think that it’s worth taking a long position to try and capture a move. Mining royalty specialist's shares are testing resistance levels The show must go on, though, and this week my attention has turned to Anglo Pacific (APF), a mining company that is focused on base metals. It has non-operating interests in mining projects globally and for this receives a proportion of the proceeds of these assets. One would be tempted to think of Anglo Pacific as an investment company, but that doesn’t stop the chart from looking attractive. We can see in Chart 1 that in 2020 the classic warning signs that regular readers of my column should now be able to stop: failure to break new highs, and the stock rolling over along with the moving averages. Anglo Pacific is SETS traded and so exiting this stock is much easier than dealing with a market maker – especially now since some market makers just aren’t answering their phones. Remember, having a broker that picks up in two rings is all well and good – but if the market makers are offering poor prices and won’t answer the phone then the broker is about as much use as a wet towel. Therefore, if you do ever need to exit in a hurry, it’s certainly better to do it on the London Stock Exchange’s flagship platform rather than any of the SETSqx listed stocks. Chart 1 shows a clear line of support at 100p. We can see that the stock has tested and bounced from here four times – proving that 100p is a significant zone of support. Couple that in October 2020 with a clear ramp up in volume as marked by my arrow and we can see it’s obvious that strong buying is stepping in to support the price at this level. That tells us that this is a potential change in trend if buyers are now starting to overpower the sellers. Moving across to Chart 2, we can see that the stock is now trading above all its moving averages and that the stock is firming and trending upwards. I have marked a line of resistance at 140p as we can see that the stock has hit this level twice now and come off the high. If the stock can take out 140p I think that it’s worth taking a long position to try and capture a move. I have marked two arrows on the chart as we can see that the pink line (the 200-day exponential moving average, or EMA) has been a price action zone where the price has been both support and resistance. If the price falls below the 200-day EMA then this would suggest the price is not yet ready to move north. I note that Anglo Pacific has announced an accelerated bookbuild this week (yet to be concluded) in order to raise capital for a cobalt stream acquisition from the Voisey’s Bay mine in Canada. Therefore, there may be some churn in the stock in the coming weeks.
09/2/2021
18:09
woodhawk: You really don't get it, do you, QuePassa? Everybody already knows 2020 was a poor year, hence the decline in the share price over the period. But that was then. I am investing NOW for the next few years when rewards are imo likely to be much better going forward as the effect of the pandemic declines and the share price recovers. I am already a good 30% up in share price terms over two months and will shortly be in receipt of my first dividend payment too. So you keep whining and I'll keep making money.
08/2/2021
20:28
quepassa: Hi Deacon, This is a succinct and direct post of yours from fourteen months in December 2019. Your post number 9030. "Good to see the board trying to support the share price. It's a great buy at the moment". Share price then c 190p. Share price today c 130p You mentioned in December 2019 that "it's a great buy" but the share has subsequently fallen by some 30% against an absolutely roaring market. Would you care to proffer any explanation as to why the share has performed so dismally against your fervent expectations and pronouncements? ALL IMO. DYOR. QP
08/2/2021
07:36
masurenguy: 2020 Trading Update and recommended full year 2020 dividend of 9p Anglo Pacific Group issues the following trading update for the period 1 October 2020 to 7 February 2021, which includes certain information for the year ended 31 December 2020. The Company expects to release its full year results on 24 March 2021. Unless otherwise stated, all unaudited financial information is for the quarter or year ended 31 December 2020. Highlights: -- £35m - £37m in portfolio contribution down 40% vs. record year in 2019 (£59.5m) -- Decrease in portfolio contribution primarily driven by softening in coal prices during 2020 and an associated reduction in the applicable royalty rate at Kestrel, together with a 10% decrease in sales volumes at Kestrel -- Q4 2020 portfolio contribution rebounded strongly from Q3 2020 as commodity markets started to recover, particularly iron ore and copper which rallied during H2 2020 and coking coal prices which continue to recover in 2021, currently trading at around $156/t, an increase of 50% year to date -- Strong contribution from LIORC, on the back of stronger iron ore prices, with total dividends for 2020 announced of C$3.05 per share, representing an implied yield of 9.4% at year-end -- During Q4 2020 and Q1 2021 the Group took advantage of the strong iron ore prices and higher LIORC share price to realise C$102.3m (£59.1m) proceeds through the sale of 73% of the Group's holding, generating a capital gain of C$22.7m (£13.1m) equating to a total return on investment of nearly 60% -- Record quarterly and full year 2020 production levels achieved at the Maracás Menchen vanadium mine, with sales volumes exceeding Largo Resources' previously announced sales guidance for 2020 of 10,000t and further growth expected in 2021 with sales guidance of between 12,250t and 12,750t -- The operations underlying the Group's producing royalty related assets remained largely unaffected by Covid-19, with the exception of the McClean Lake Mill which has been placed back on care and maintenance at the start of January 2021, following suspension of operations at the Cigar Lake uranium mine during Q4 2020, however this is not material and represents 7% of portfolio contribution -- A further US$2m investment into Brazilian Nickel made during the year, helping to accelerate the Piauí Project which, if the Company decides to exercise its option to increase the GRR to 4.25%, has the potential to generate income of US$14.5m per annum -- Net debt at year-end of £24.4m, reflecting £7m of acquisitions, £16.7m of dividend payments, £5m share buyback and pre-year end LIORC sales of £15.1m. Incorporating the additional LIORC sales post-year end, the Group is currently in a net cash position of approximately £25.2m -- Share buyback of £5m completed in November 2020 represents a return of 2.75p% per share to shareholders -- Recommended final dividend of 3.75p which when combined with the 5.25p already paid or declared results in total dividends for 2020 of 9p (2019: 9p) Julian Treger, Chief Executive Officer of the Company, commented:"While I am pleased to report that the operations underlying the Group's portfolio were largely unaffected by the Covid-19 pandemic, commodity prices and in particular softer coal prices have resulted in a drop in portfolio contribution for 2020, in what has been a challenging period for all. A large fall off in prices during Q2 2020 affected the results for the full year, however there was a strong rebound in iron ore and copper in H2 2020 and it is encouraging that coking coal is one of the best performing commodities of 2021, up almost 50% year to date, which could drive a more positive portfolio contribution in 2021. With the strong rebound in the price of iron ore we opportunistically sold a significant portion of our holding in LIORC, generating close to a 60% return on the investment. This strengthens our balance sheet for new transactions as we continue to shift the portfolio into commodities that will underpin a sustainable future, in line with our stated strategy. At a time when the outlook for nickel looks favourable, we were pleased to invest a further US$2m in Brazilian Nickel alongside TechMet to accelerate the development of the Piauí Project. Should Brazilian Nickel proceed with the full-scale expansion of the project, the Group retains its option to invest a further US$70m and increase the GRR it holds from 1.25% to 4.25%. We are now in a net cash position, with a US$120m Revolving Credit Facility, including the US$30m accordion and have considerable fire power to enable us to further diversify the Group's portfolio, with a particular focus on the base metals required in the 21st century. We are pleased to be recommending a final dividend for 2020 of 3.75p, bringing the total dividend for 2020 to 9p, maintaining the level paid in 2019. This is in addition to the share buyback completed during the year amounting to a return to shareholders of a further 2.75p per share. I would like to thank all of our stakeholders for their continued support and we look forward to updating you with our progress as we continue to assess opportunities to steer Anglo Pacific towards becoming a growth royalty and streaming business, focused on 21st century materials."
20/1/2021
09:55
sporazene2: it is going to be interesting see how the market reacts to 2020 numbers, we know that 2021 is clearly much stronger; I will be looking to take advantage of any weakness in the share price if the market focusses more on 2020 than 2021. I also note some strength in the KDNC share price of late, of which I have a modest position. News is overdue on the Amapa Iron Ore project which we have a royalty interest.
13/12/2020
13:36
bolador: The recent purchase of £ five million pounds worth of shares in APF by APF at 107p provides a great view into the managements thinking. The shares have not been cancelled and are treated as an investment. The share price is at present, as we all know, held down by coal royalty income (less than 40% of all from Kestel and Narrabi) such income as a proportion of total income is falling all the time and being set off by rising commodity prices and new non coal projects coming online (see above post 9806 and 9807)for which Goldman Sachs has forecast rising prices for 2021. Browsing investors passing by this page might note the 7% income covered 2.3 times and a pe ratio of 6.
Anglo Pacific share price data is direct from the London Stock Exchange
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