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General mining & base metals

Anglo Pacific poised for less Kestrel royalty from first half

Kestrel is operated by mining giant Rio Tinto and lies in the Bowen Basin, Queensland, Australia

Shares in Anglo Pacific Group plc (LON:APF, TSX:APY), which specialises in royalties from mining assets, lost ground as it updated on its Kestrel coal mine deal in Australia.

Kestrel is operated by mining giant Rio Tinto PLC (LON:RIO) and lies in the Bowen Basin, Queensland, Australia. Anglo owns 50% of certain sub-stratum lands which entitle it to coal royalty receipts.

Rio Tinto's forward guidance indicates mining within Anglo's lands for the first half of 2016 will be around 20-25%, rather than the 30-35% previously guided.

This is due to a delay in mining longwall panel 404, which is largely within Anglo's private royalty area, which is now expected to begin at the beginning of the second half of 2016.

However, for the second half, the firm expects mining in the private royalty land to be around 85-90%, resulting in significantly higher volumes than in the first half.

It continues to expect that total mining within its lands in 2016 will be around 60-65% as previously guided.

In 2015, it received royalty income of £3.6mln from Kestrel, compared to £1.7mln in 2014.

Shares eased 6.44% to 83.5p.

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