Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
"Current" largest Shareholders.... http://www.anglopacificgroup.com/shareholder-information/
Wowza! Another 2.7 million delayed buys from last Thursday, the 15th, after hours.... That's knocking on for 6 million delayed buys or well over 3% of all shares... Expect an RNS in the morning...
Each & every lunchtime from last friday... ...'Not sure it beats Breakfast at Tiffany's, tho' LoL
'Decided to bank some profits (24%) last Thursday, (as posted in "Hot Dogs") by selling 1500 of my 20.95p/1766 shares at 26p...Now have 1500 shares left at an average of 27.4p..... 'Just gonna put them on the back burner for now & wait patiently for the double bag! LoL GLA & Best regards, Blue
'Still haven't added as yet, couple of weeks until the Finals so 'may just watch from the dark shadows of Voyeur alley...
...& not one of them an "Uncrossing trade" LoL!
...the 3 million plus buys last week that only went through yesterday? Someone is very keen! Probably one of the big shareholders "topping up" (LoL) at these nice & cheap prices ;-)
..due in the second week of November... ...Last Trading update in July said... "'the recent developments in ECS's businesses will result in full year Group earnings, after recognising a lower tax rate, being slightly below previous management expectations." The Final Dividend may well be cut but they do have a good divi' history... http://www.stockopedia.com/share-prices/fenner-LON:FENR/dividends/ Seems fair value at 160p & has just bounced a little!
....Sold them 162.7p shares at 176.1p on 10/09/15 for an 11% profit (inc' Banked Dividends). So 'may well come back in again at this sort of price ;-)
& We have Re-entry! ....'Pretty decent results & the sp nice & low so I bought back in at 198p, today. .... 'Goes Final Ex-Divi' on 14/01/16 for 7.35p = 3.7%: Annualized = 11.1% (Inc' Special Dividend) GLA & Best Reagrds, Blue
At times like this, with a certain amount of confusion apparently about, it is always worth re-visiting the latest results for vital "clues". ....I have cherry picked a few that give me confidence...but please, anyone, feel free to play "Bad Cop" LoL 1). "As previously communicated, it is the Group's intention, subject to maintaining an expected level of adjusted earnings, to maintain bi-annual payments of 4.00p per share until such time that the equivalent of 65% of adjusted earnings per share is higher, at which point the dividend will increase." 2). "We expect 2015 to show significant growth in royalty income for Anglo Pacific. The latest forecasts which we have received from Rio Tinto confirm that our previous guidance of 70-75% of production at Kestrel should be within the Group's private royalty land." 3). "Our progress in 2015 is encouraging when considered against the wider mining industry, which continues to see large scale impairment charges and margin erosion following the decline in commodity prices to date in 2015. ..." As Swallow72 noted..."This presents real opportunities for Anglo Pacific to acquire royalties over high quality, low cost, long life assets with significant commodity price upside..." 4). ..."Whilst remaining cautiously optimistic, we believe we have turned a corner and, in an environment of depressed commodity prices, are well positioned to target world class royalties which will be earnings accretive and allow our dividend to grow." ....Plus a decent RNS today... GLA & Best regards, Blue
....12 times the average daily trades with sells at 63% (apparently) outstripping buys by almost 2:1 ....I bought on the dip 2 weeks ago at 76.1p & she then hit 85p for a 12% rise so it's quite unpredictable at the mo' ....The latest figure for total Net assets (at 30/06/15) = £171m) & NAV is 101p. ....They have a good record on Dividend payment... ...http://www.anglopacificgroup.com/dividend-history/ ....Possibly more likely to revert to Scrip than scrap the Divi' ?
Today's spread is a lightly salted organic butter from County Galway :-D But seriously...the effective spread is back down to 8.8% Buy = 28.95p: Sell = 25.5p GLA & Best Regards...
-ysis! ;-) Target = 135.8p http://dcprogressive.org/2015/10/13/analysts-set-anglo-pacific-group-plc-target-price-at-135-80-lonapf/
at sub 74p today... Goes Interim Ex- Dividend for 4p = 5.5% on 26/11/15.... Annualized Divi' = 8.45p = 11.6%
SP up 26% on Google-Woogle... Oh I say! How jolly good is that ;-D Buy now = 27.5p Sell = 23.5p & Spread back up to 14.5% I can't believe it's not Butter! LoL
Today, Matthew, the spread is 8.8% 23.95 to buy & 21p to sell... ....Slowly, slowly, catchy Monkey!
Neat average, banker2...'just patience required here...'perfectly normal for late payments out in the Far East ;-) GL
22.95p to buy & 20p to sell at the mo'