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London South East Natural Resources Briefing webcast: #Emmerson #Alba #Condor Gold #Gold analysis
Angus Energy in talks to buy 'transformational' gas asset in North England




Share Price Information for Anglo Pacific (APF)


Share Price: 226.00Bid: 224.00Ask: 226.00Change: 0.00 (0.00%)No Movement on Anglo Pacific
Spread: 2.00Spread as %: 0.89%Open: 224.00High: 226.00Low: 224.00Yesterday’s Close: 226.00

Anglo Pacific Group Plc Ord 2P

Anglo Pacific is listed in the FTSE All-Share, FTSE Small Cap
Anglo Pacific is part of the Mining sector






Share Price SpacerPrice
226.00
Share Price SpacerBid
224.00
Share Price SpacerAsk
226.00
Share Price SpacerChange
0%0.00
Share Price SpacerVolume
319,730
Share Price SpacerOpen
224.00
Share Price SpacerHigh
226.00
Share Price SpacerLow
224.00
Share Price SpacerClose
226.00
Share Price SpacerCurrency
GBX


Currency Issue Country Shares in Issue Market Capitalisation Market Size
GBX GB 181.47m £410.12m 3,000

52 Week High 229.00 52 Week High Date 15-MAY-2019
52 Week Low 123.50 52 Week Low Date 15-AUG-2018

# Trades Vol. Sold Vol. Bought PE Ratio Earnings Dividend Yield
169 62,731 127,208 14.152 15.97 7.25 3.21


London South East Users info for Anglo Pacific




Date
Time
Trade Prc
Volume
Buy/Sell
Bid
Ask
Value
 

22-May-19
17:43:19
224.689
68,173
Sell* 
224.00
226.00
153.18k
Trade Type:
Ordinary

22-May-19
17:04:46
225.99
1,230
Buy* 
224.00
226.00
2,780
Trade Type:
Ordinary

22-May-19
16:53:15
224.60
2,901
Sell* 
224.00
226.00
6,516
Trade Type:
Ordinary




View more Anglo Pacific trades >>

Directors Deals for Anglo Pacific (APF)
Trade DateActionNotifierPriceCurrencyAmountHolding
21-Dec-18Buy
Trade Notifier Information for Anglo Pacific Group
Kevin Flynn held the position of CFO and Company Secretary at Anglo Pacific Group at the time of this trade.
 Kevin Flynn
137.58GBX1930526
21-Dec-18Buy
Trade Notifier Information for Anglo Pacific Group
Kevin Flynn held the position of CFO and Company Secretary at Anglo Pacific Group at the time of this trade.
 Kevin Flynn
137.57GBX12530526
20-Dec-18Buy
Trade Notifier Information for Anglo Pacific Group
Robert Stan held the position of Non-Executive Director at Anglo Pacific Group at the time of this trade.
 Robert Stan
138.06GBX13,000226015
View more Anglo Pacific directors dealings >>


shuttts
Posts: 66
Opinion:No Opinion
Price:224.00
They are SERIOUSLY undervalued!!!
Thu 15:42
I've been in touch with the company today to try and work out how much longer Kestrel will provide revenue, I'd guestimated about 2 years - but actually, even with the 40% uplift in production it's probably got c.5.85 years left - that's amazing!

Here's how I calculated this out (which matches what the company told me).

If you look on the investor relations page there's a map showing "where mining is now" - that was uploaded in Sept 2014. If you look at the presentation here: https://www.anglopacificgroup.com/wp-content/uploads/2019/05/190501-2019-AGM-Presentation-print-version-FINAL.pdf - it has an updated map with where the mining is today.

It's taken roughly 4 years (probably a bit longer - but I'm trying to be conservative) to mine that far.

Assuming the map is to scale, and simply using a ruler and a bit of maths - if the mining continued at it's historic rate, then Kestrel would be providing royalties for c.8.2 years.

With a 40% increase in production (and of course so a 40% uplift in royalties to APG - assuming constant prices for the coal), then it still has c.5.85 years of revenue contributions left.

That really is amazing - almost 6 years still of huge royalties to come from Kestrel, at 40% higher than has been the historic level, giving the company a HUGE war chest to replace Kestrel with, and to pay progressive dividends, AND they are already diversifying away from Kestrel to create new revenue streams.

If you look through that presentation you'll see what I mean, and if you pay particular attention to slide 16 comparing APG vs it's American peers - then you can see there is SIGNIFICANT room for capital appreciation for shareholders via share price increase.

I'm kind of gobsmacked really, I didn't realise Kestrel had so much more to give and with that in mind I think the current share price of c.220-225 is way too low, and will eventually probably hit £4+ - and if they can invest wisely - and the CEO and board seem to be doing a sterling job - then in 10+ years time this could be a real bargain nvestment.

Just thought I'd share my back of a fag packet maths and thoughts - please pick me apart if I'm wrong.
shuttts
Posts: 66
Opinion:No Opinion
Price:207.00
Jumped up a bit today
24 Apr '19
Looked like it was thinking about easing back a bit over past few days, but jumped up nicely near the end today.

Wonder what will happen if it can bust through the previous high and hit c.220?

I still think it would be undervalued at 250 personally.
Vulcan998
Posts: 1,191
Opinion:Strong Buy
Price:200.00
RE: Excellent results....
11 Apr '19
thanks for the overview.........going great today again
sonofelvis
Posts: 97
Opinion:No Opinion
Price:199.00
2019 forecast
11 Apr '19
With Kestrel showing £32.6 m royalties in calendar 2018 & expecting a 40% increase in output & a full year from the other newer sources & possibly other additions in the current year, I would hope the net income ( & dividend) to increase very substantially subject to commodity prices which look good at present.In simple arithmetic total royalties could be over £60m provided Kestrel up production 40% for the whole year.
Does anyone have any views on current year profits etc.
shuttts
Posts: 66
Opinion:No Opinion
Price:193.00
RE: Excellent results....
11 Apr '19
Vulcan - re forward view.

The royalties from Kestrel jumped after 2015 when the mining finally entered Anglos territory. Now nearly all of the mining is in Anglos territory, and the new owners are aiming to increase production by 40% this year.

That suggests another record year for Anglo - the 3rd on the trot - if they can keep adding quality aquisitions as well, then they are really heading in the right direction.

I think it's good news for at least another 12 months, and probably 18 months plus just with the assets they have right now.
View more share chat for Anglo Pacific (APF) >>




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