Member Info for jamesmaggs

Cheers for your thoughts on these and others. I have to say I've been tempted by the income side as well as the largest discount to nav in recent years so added a few this week. There seems to be a good mix of equities and fixed interest and from what I can see the dividend history has been consistent...thus far! Hope I don't regret saying this but as a rule the divs being quarterly seem to cushion the characteristic exd drop in SP! As you alude and I concur,nothing is guaranteed and risk ever present! Nice to hear from you and let's hope this emerging marketplace re-emerges at some point...good luck all.

Div declaration today showing above plus buy backs means they think they're worth buying too!

Hopefully the SP should pick up as some of the larger holdings seem to be recovering plus the quarterly ex this week too. GLA.

There you all are. Sad news I hear,scary when they go too early. Was chatting to a guy who was healthy,fit,didn't smoke,drinks hardly etc etc and had a heart attack at 40 but okay now! Had just come back into the pub after a smoke too!

Quite a busy week here,looks like the placing oversubscribed and at least us lot get to average down in the OO assuming the SP stays north of 80 I'll take the lot(just under 2 for every 10 at 80). Quite a hefty raising but one assumes a hefty asset. Dividend policy mixed feelings on the final but most holders presumably underwater and resigned to effectively averaging down in the open offer and hopefully see a decent recovery in due course plus the extra royalties in time will get that divvy back up along with the SP! GLA

Revenue return and dividends The Company's revenue return per share for the year amounted to 6.20 pence (2013: 5.87 pence). It remains the Company's intention to pay four quarterly dividends. Details for the 2013 and 2014 financial years are set out in note 6 to the Financial Statements. Our objective this year was to pay dividends which in total amounted to at least 5.95 pence and I am pleased to report that we have exceeded this target by paying quarterly dividends amounting to 6.00 pence per share (2013: 5.95 pence). It is the Company's aim to pay dividends amounting to at least 6.00 pence per share for the year ending 30 November 2015. Our ability to match or exceed this target will depend on the dividend distributions from our underlying portfolio and should not be interpreted as a pro?t forecast. The target level represents a yield of 6.1% based on the share price as at the close of business on 28 November 2014. Your Company has now been operating for nine years. We have seen considerable turbulence and share price volatility over this period. However, in each ?nancial year, the ordinary dividends we have been able to pay to our shareholders have been ahead of the previous year.

Div reinvests,a bit more activity on here today,in other words some trades for a change. Spread awful but any positives in the explorers should feed in nicely.

Agreed,best way to look at this trust is an income rather than specifically growth. They seem very tuned into the income side of things and no doubt shuffle things around with that in mind rather than just sitting on their multitude of holdings. I doubt it'll ever double or whatever but it's clear that investing in the big mix of miners and oils currently is slightly contrarian in the short term but a great way into some stocks,particularly the overseas ones which would be expensive to buy individually, at cyclically knock down prices! GLA

Indeed,see you back at base camp!!! On topic,the reason I've got a few of these is that if any of the FI ones ever come good,so will these but in a somewhat more steady way. GLA.

Haven't we met somewhere before lol!!!

Haven't got many but would add if I see them a bit lower maybe.

They certainly are,at least there's a divvy though!!

The board is alive!! Ditto, been adding these and the world ones but prefer these for the big oils mix and quarterly div. Last div came in Friday and seem to be fairly consistent just over nav. Once the 'perfect storm' of big oil and big miners both being hammered passes they'll creep back up as the quality and diversity they hold will reflect favourably. I was quite happy adding over a quid....didn't expect them to stay under very long so have been topping up like mad of late too...primarily for income. GLA

Can see any news and a strong rise on thin volumes suggests marking up pending positive news or maybe a false dawn,hopefully the former! GLA

Also surprised at the drop since those recent numbers which doesn't seem to justify it,thought they'd bottom at 220ish! For the prospective yield alone they seem oversold though admiral also just off a year low which indicates a sector thing,but since this has dropped somewhat below a year low there's either something unsavoury lurking or we'll see a decent 'overlooked' kind of bounce hopefully sooner than later. GLA

Yes there's plenty of positives lurking in there and a bad day generally doesn't help. Historically we've all seen this one move in a positive direction quite rapidly at times plus as a recovery play,why not go for one with these ingredients.....at least they used to pay a divvy,so somewhere in the mix I'm happier that they might have that thought again....when they recover,fingers crossed and good to hear from you both on an active developing situation.

Disappointing drop but plenty of recovery potential and good buying opportunity IMO! I note both brokers happy to reiterate their lofty targets today too. Just like the old days on here with you both. Hope things going okay otherwise.

Kestrel Royalty Update Tue, 14th Oct 2014 07:00 RNS Number : 1829U Anglo Pacific Group PLC 14 October 2014 ? October 14, 2014 Anglo Pacific Group PLC Kestrel Royalty Update Anglo Pacific Group PLC ("Anglo Pacific" or the "Company") (LSE: APF, TSX: APY) is pleased to provide an update on Kestrel, the Company's main producing royalty. Royalty income from Kestrel for H1 2015 is expected to be significantly higher than previously assumed based on a recent update from Rio Tinto, in accordance with the agreement announced on August 18, 2014. The Company had previously expected minimal royalty income from Kestrel for H1 2015, but now expects approximately 22% of production from Kestrel in H1 2015 to be within the Company's royalty lands. Commenting on the Kestrel update, Julian Treger, Chief Executive Officer, said: "We are pleased to see an increase in forecast production from our royalty lands at Kestrel. This is positive news for our cash flow profile and further underpins the Board's commitment to maintain our dividend for the current year."

Excellent news and steadies the ship on the dividend going forwards,SP up a bit and plenty more headroom I'd say!

All good thanks mate(as long as we don't talk about the supermarkets!!), haven't set a loss here,averaged 36,not chasing unless I see 25(I hope not gulp!!). Having received the last couple of divs have a veneer of confidence longterm for a div restoration hike but watching closely today. It'll be interesting to see what ST reckons on today's drop.