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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This wednesday
Last year was Friday 6th May. It could be Friday 5th May- i.e, just next Friday week; figures should show a massive hike on 1st quarter of 2021 & hopefully even an increased dividend & higher share price subject to Mr Putin!
I must be missing something. I'm only estimating at most $40m.
Wednesday - $50m ish
Anyone know when Q1 results are due - and are willing to stick their neck out in estimating income?
#porvenireal That is a ridiculous statement - the marketing team will simply develop a brand that will have a wider global appeal and reflects the transition to green metals.
Remember though that we are chasing woke esg capital....to them "Anglo" is a worse name than "Adolf."
Have you seen anything come out of the Company (APF) about possibly changing their name. ...... or mention of it in gossip with others on here?
Point 18 on the latest AGM Voting form is (parphrased) "To amend Articles of Association to permit the Company to change its name"
Imo it’s negligible, it’s a ruling in favour of the charges applied to generating a 1% NSR return. So an offset on the 1%.
It’s not clear if that had been withheld and therefore accumulated since 2016. I would assume so and that if the ruling is in our favour so would be legal costs.
It must therefore be worth contesting but not much on the bottom line.
Enjoy the sunshine and tequila!
Usual caveats
Trek
Good news but not sure how large the financial implications are . Trek , do you have a view ? Off to Mexico today for some sun so hoping the dividends will role in
Saw the news too late , traded out , never mind have to be happy with the free shares today with divs , great share with plenty of upside
‘Already paid off another $40m debt taking us to $60m.
End of year could fund an acquisition of $100-$150m without equity issuance.’
The lift in commodity prices is having a huge impact on the balance sheet here. This will be debt free in a blink!
Usual caveats
Trek
Wow - Schroeder’s have gone to 10.9% of APF crossing on 8th April.
The previous holding box is blank but I assume it was around 7.3% if this is accurate. So they have grabbed over 3%.
I am over 30% up here now and not long ago invested for the quarterly divi! Pretty amazing and still a huge delta between SP and prorata commodity price rises especially for cobalt.
Usual caveats
Trek
Kitco Interview with MBL
https://youtu.be/yeRd90v0JAo
Thanks for sharing.
He doesn't give targets but believes we are in a commodity super-cycle.
APF benefits from price rises with no cost increases like miners
I like the comment 226p next resistance and medium term 320p
BUYLONGSTAYHAPPY
Excellent 3 minute summary and very pleased that I hold £20k worth in ISA and £60k worth outside ISA bought at around £1.30. I am sure that the £2 barrier will break soon.
200 here we go!
Edmund Shing ‘slams’ Anglo Pacific (APF) in the latest PIWORLD/Stockopedia StockSlam at 17m14s
Watch the video here: https://www.piworld.co.uk/education-videos/stockopedia-piworld-stockslam-april-2022/
Or listen to the podcast here: https://piworld.podbean.com/e/stockopediapiworld-stockslam-april-2022/
Why such a spread......and critically is it a good time to buy Cotec?
If am right just worked out a current price in sterling of 34p but a buy price of 61p. WOW
Hi cacher, just had a look on the Canadian and cotec seems to be trading. price .64 buy 1.00 , which is quite a spread . Am I right ?
Anyone predicting when we might cross the £2 threshold?
Huge delta between sp rise and commodity rise on slide 4.
I think this has much further to run.
The deleveraging is also at pace which means that they should soon clear the $60m and then will be able to increase shareholder returns.
Cobalt prices also look to be held or increase going forward due to supply demand gap.
Nice little earner this one!
Usual caveats
Trek