Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
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Another observation.. kestrel's q3(with a long wall change) beat q1 and q2 combined. One month into the last quarter, and it doesn't seem wholely impossible kestrel's q4 could beat q1, q2 & q3 combined(obviously entirely dependand on prices for the next 2 months and volumes).. but that'd be a nice end to the year.
Interesting that JT refers to a current spot price of $395/t.. that is about $50 higher then I thought Austrailian FOB prices were atm. Though kestrel is supposed to be high quality so maybe it could command this premium?
If prices stay around where they are, I wonder if kestrel could cover(or at least come close to) the whole year's dividend payouts with 1q of income.
So average realised at kestrel last quarter $210.. and this quarter shaping up to be potentially *a lot* higher then that(average realised), meaning that every extra $ paid at the gate will pay out to us at the maximum royalty rate.
Not surprised it's a record quarter(given the current overlap kestrel/voiseys), and will also not be surprised(at all) if we see another record in q4. Frankly it's possible q4 could make q3 look quite bad.
I hope they use some of this to pay down as much debt as possible, assuming they are not seeing anything hugely tempting to aquire atm.
Excellent Qtrly numbers and Kestrel very impressive and VB looking great for the future. Might there be a special divi after Q4 results which should be excellent ?
Analysts only predicting $56m of net sales for this year. They're going to be about $70m
Great numbers, the SP will rocket once this news is fully absorbed by the market
A very impressive trading update today from #APF
https://www.anglopacificgroup.com/q3-2021-trading-update-record-quarterly-portfolio-contribution/