Wow, strongly increased royalty rates on Kestrel. This is a huge positive for Anglo Pacific.
Bullish
c
Super value. Catch this stock before the market remembers they sell coal and iron ore
c
So we bought a cobalt stream. Meh. We did get it at a decent price by the look of things. Wheaton paid vale $390m for This cobalt stream in 2018 and we are buying it today for $205m. Wheaton certainly overpaid, let’s hope Anglo is Not doing the same Thing.
c
This one is a buy. They are sitting on a very profitable 4th quarter. Cobalt, copper and coal are even higher than q3. This company is going to be out of the coal business soon; narabbi mine sold and royalty being exhausted at krestel . I suspect we will get revalued when we are out of the coal business, but its going to be profitable few quarters at krestel until we do.
Not doing the same
Thing.