The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Also we have in our Telegram community way more shares bought at £3-5 than £1. Something not to forget
Just daytrader sell Evraz. Real investors know the true value … way way up/north of 1$.
Have over 24300 shares bought when it 60p
so when it was 60 pennies it was a great fair price but now one and a half years latter I offer 80 pennies for the new Evraz without 90% of its 2022 assets and the price is not fair. Well well well.
I have over 24300 shares bought when it 60p and now see it up but cant sell at moment . Hopefully they will trade soon and may be 10 bags from 60 p entry who know.
Company is still making money only matters of time when the war finishes and we should trade again very soon. There are many UK share holder have benifit on this share so they will make it soon to moving forward and making tax on dealing again.
As long as company exits there is still change we will have our money back soon.
Andreyyyyyyy you can have my shares for £1, not $1 but £1. Let me know if interested?
it all depends on the amount of shares you have and your deal-ability. The more shares the better. Write me a direct message please and anyone else who wants to sell please do so. It is called Private Messaging here. Two things to consider - 1. You have to have a paper certificate, if you are held at the broker with no cert it won't work 2 Minimum amount I consider is 8000 shares
Andrey,
You speak only about the redom of Evraz to Russia but never the upside of NA for Non Russian Shareholders
The receives of the NA Sale can be only used for a non Russian element. bond and shareholders.
There are approx 20% of non russian Bond holders and around 27-28% of shareholder. Not all freefloat is owned by non russian entities.
Nucor is one of the main bidder. NA fit extremely well into Nucors strategy. Last NA based asset they bought in 2022 based on a 13x multiple of 2021 results. 6-7x is standard but increase often due to innovation, future growth.
Pay of the non russian bond component is only 400M USD - it’s obviously clear that the value will be a multiple of your 1usd offer.
I respect and understand your value but Investors in Evraz (not day trader) know the true value upfront. No need to hide this.
Which you luck to find what you look for, but make sure you say the full story.
Thats same facts as you speak about the redom of Evraz in 2024 likely.
Andreyyyyyyy you can have my shares for £1, not $1 but £1. Let me know if interested?
Which things did i made up? You are telling 100% lies going as deep as that you would be able to get the dividends!!! Make the effort and read the law at least once
Andrey - no one will have a financial loss. You make just things up to try to scare investors. Everyone see that.
There will be no change in 2023. Wait and watch !
Guess you should look for another share
Andrey - all know your game. Go away and look for another share….
truth hurts that much? If you want someone to blame for your financial loss it is definitely should not be me. I did absolutely nothing bad by telling it as it is. You see it otherwise - that's fine, but you could be wrong. Foreigners lost an insane amount of money in emerging markets mainly cause they understand little about the countries and are the last to know the bad news. I remember when I started foreigners were buying Yukos when the top Putin general had already said that they would bankrupt them. Foreigners were buying with reasoning like "but the law says otherwise who cares about the general, the finances and audit are fine!!!". Of course they lost 100%.
Andrey - all know your game. Go away and look for another share….
I’ll let you have my POG shares for $1 Andreyaaa
Deal?
you mean POG Petropavlovsk? It has already suffered Russian assets stripping via a "sale to a friend" so it is a 100% very round shiny zero. I am not buying zeros. I buy 50 000+ lots of Evraz at $1 before the stripping deadline when it also turns into zero. If you can find me a seller with 100 000+ Evraz shares I would pay you a commission for it.
I’ll let you have my POG shares for $1 Andreyaaa
Deal?
так, вы уже тут дошли до того, что я еще и не русский. Иди ешь свою шляпу!
Leestuk, it's amazing what comes out of Google translate lol
Andrey, the outcome will be different as you say and i know when all updates comes you will be here not anymore posting.
We all will be fine! I was just told that RASP will not make any changed this year…. Funny what for bolloks you write here Andrey
Andrey … you write complete nonsense . All i can say
If your Russian i will eat my hat ! Your written english is far too good to be none english
Yes I’m a part of the “.. gamstop diamond hands..” that know nothing about Evraz or investing generally but here we are, I own a fair amount of shares in company you SO desperately want in on.
"i am a Rus citizen and hope (there is a lot of factors that can make it impossible even for me! so very high risk)"
So you mean that there is an even greater reward potential.
yes, but the troubles are a lot, esp with Evraz 2 months re-register process. I have a way easier deals with FIVE X5 which will also fall under the 670 law so I bought a lot of them instead. For now it's my biggest position and probably will be.
"i am a Rus citizen and hope (there is a lot of factors that can make it impossible even for me! so very high risk)"
So you mean that there is an even greater reward potential.
I currently hold 3000 shares on certificate, where can I sell them?
"Smart guys are selling Evraz "
So why are you buying?
i told this i think 10 times - i am a Rus citizen and hope (there is a lot of factors that can make it impossible even for me! so very high risk) to exchange the Evraz PLC shares to the shares of the new entity in Russia which will hold the stripped from the empty entity Evraz plc Russian assets. This will happen in 1 month or so under the 670 Russian law the only thing holding this all back is the Yandex deal since the list includes them. This is a compensation for Roman and others from the Rus Gov for the sanctions - a way for them to take back the assets.