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The manoeuvrings of China and Russia are not dissimilar to the territorial ambitions displayed by Germany and Japan in the late 1930s .The tacit understanding of China and Russia to respect their ambitions is very unsettling.History doesn't repeat itself but it often rhymes as Mark Twain observed.I’m not convinced that we can put it down to sabre rattling given that Russia mounted the Crimea annexation.The West is pulling out of Afghanistan and looks in no mood or shape to counter military incursions in Eastern Europe.If not for the very real geopolitical risk,Ferrexpo would probably be trading around £7.
i like to be half sensitive with my replies as i don't see and like boards like this being people just bashing over each others heads their views when to start its about our own decisions in buying a certain share.
i have no sympathy for Putin, very nasty person and its a shame we have people like this in the world alongside i guess now many billionaires think they own the rights to absolutely everything borne out in trying to now run football differently without competition. i mean how on earth can you propose a football competition without competition, even at grass roots level children want to win.
i think Putin will do more, he's little to loose by a smaller move, soft politics is the main game these games, lots of talking, no action and we assimilate to the changes of the few. he knows the EU will do nothing, not so sure i guess usa, but why not take it on and test??
if so, drop inn fxpo down into mid £2s??? i'll review risk and have money to buy back in afterwards. gla
Ha, very strange that LSE considers the country bordering to the west of India an obscenity!
Hey TBTT - I probably fit into the more blasé side of the debate but certainly understand why it may keep you and others out of the stock. My question is - is this an issue you think will likely ever be resolved during Putin's reign (and beyond)? Even if Russian troops were to back down the threat would still be there, albeit less visible, as it has been since 2014 - I find it hard to hypothesise a situation where Putin would happily leave Ukraine as is, particularly as any sign of weakness from him would encourage the Ukrainians to take Crimea and the Donbass back.
I am of the opinion that the situation will settle into something akin Armenia and Azerbaijan or India and ****stan territorial disputes. A cycle of flare ups and easings, threats and propaganda that destabilises the region but the costs of full scale invasion to both countries involved and wider global stability would prevent such a thing to happen.
P.s. Also invested in THS and enjoy your posts over there.
UNVRKW,
I suspect you are in a group of two, along with his dear old mum, in feeling sorry for Putin. The very definition of a despot and probably the most powerful man in the world in that he is unshackled by democratic process and is almost certainly the richest man in the world following a prolonged embezzlement of the Russian people's assets for his and his cronies gain.
I have halved my holding here very reluctantly - politics becoming too loud.
GLA
NtD
Hi EagleBlue!
Yes, the share price is torn between FXPO's outstanding business fundamentals and the geopolitical threat to its operations.
For now, the market is blasé about the Russian-Ukrainian phoney war. On balance, I think that this will probably turn out to be only Russian sabre-rattling and bullying, with maybe some skirmishing in the Donbass. So, probably, things will be OK.
But I still think that there is a smallish risk (5%? 10%?) that the Russians go for an all-out invasion of Ukraine. And that keeps me out of this share until this threat is resolved. East or West, peace is best!
Spasibo vam!
Not entirely sure why rbrand has decided to use my username to make his point - just to clarify I don't agree with his views on Russia at all. I don't think people are ignorant on Russia at all - I was stating a fact re the FXPO share price since the hubris over Russian troops stepped up. Spasibo!
rbrand!
Obviously you've been reading a lot of hard right wing nonsense / Russian propaganda, and think you understand something about Russia. Take it from me - fluent Russian, 25 years working there at a high level - you clueless.
Almost all Russians know who Navalny is - his videos on official corruption in Russia (which are very funny) are incredibly popular online. The only reason he hasn't taken part in "elections" (Russian "elections" should always have inverted commas around them) is that by a variety of dishonest legal manoeuvres, he has been banned from them.
And, yes, the Russian invasion threat is clearly real. The prepositioning of military assets for an unprovoked attack on Ukraine continues; just two days ago a variety of amphibious assault craft sailed through the Channel on their way to the Black Sea (from the Baltic). And the Russian propaganda machine is spouting increasingly warlike nonsense.
I'm not sure Biden was wise to brand Putin "a killer" and "a man who has no soul" in public. But he was spot on in his judgment. As for Navalny calling the man who poisoned him "a poisoner", that is likely to cost him his life. Whatever else, and I'm not his biggest fan, the man has courage.
ahhh so maybe now the russian view that in fact everything is good, owed and no problems to come. irrespective of Russia we are invested in Ukraine which is trying to manage a heavy military presence from its neighbor which weighs risk on fxpo, it must do. hindsight will play out in different directions of whether the decision to sell is right or not. lets see.
there do say in russia change comes quickly, when it comes it will come quickly. putin will come to an end at some point very quickly, i feel sorry for the guy, a wanted criminal that has to spend his life looking behind his back to see whos coming
yes that simple.
the complete ignorance of so many spouting on here about russia I would find astonishing if I hadnt heard it before. A tip -if you want to understand , avoid the bbc itv and gang plus uk newspapers As usual the creep navalny is described as opposition leader haha. never took part in an election , in opinion polls rates 3% and most russians have no idea who he is