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Andrey,
Evraz has not debt anymore.
You talk a negative show here.
Rasp is debt free and 720M$ account receivable as well 300M investment - thats 1B + above debt.
Evraz NA is not an external debt - owe money intracompany.
One bond is nearly paid off and second bond need only a special licence.
Before Evraz pay bonds off they paid there bank loans off as interest is higher
What you say is completely a lie and you know that. Competition in russia showed massive profits and so evraz will have same..
There are already buyers which buy at 1.5-2$ per share via OTC.
ESO will not happen to Evraz or why its not happen already.
Share trading: I am focusing more on buying out the institutional holders right now, but still offer best terms for individual investors who want to get real money for Evraz plc shares. I have just received from Evraz the certificates for the 4th of December 2023 deals, so if you sell to someone else who promises to pay you upon transfer – get ready to wait for 4 months and then may be get the transfer declined by the bank. I pay 100% on the day of the deal. My price is 0.8 gbp per share, more if you have a lot of shares. Contact me at chinaadr2021 at yandex.ru . Minimum amount 8000 shares, you have to be sane and sober. I have bought 15 people so far.
Evraz news:
ESO list first edition is out. ESO-ing means that Russian assets get torn away from the UK Plc under the mandatory 470 law. FIVE X5 – Russian top retail chain with 25 000 stores - another company I bought a lot is in this ESO list, I am very happy. Evraz PLC is not in this first addition of ESO list, but I have invested a lot of my own money into the idea that it will be eventually ESOed, so I put my money where my mouth is. The Russian Gov had claimed in 2023 that there would be one list of companies to ESO, so I thought it would include all the companies, but the Rus Gov decided to start with 6 first companies and then add others like Evraz. I have no idea when the second part of the ESO list will be out.
Raspadskaya coal company – the key subsidiary of Evraz and value generator - has released 2023 results. The results are ok, but the cashflow is bad. If you add the numbers starting with the Evraz 1st half of 2022 net debt of 3,5 bln dollars and calculate the debt on 31/12/2023 you can see that there is still a lot of debt. My estimate is 2,5 USD bln in debt on Evraz PLC combined. The main reason is that some huge customers of Evraz are not paying for the metal/coal send to them. This leads to Evraz essentially sponsoring some “unknown” (wink) Buyers. It is a common practice in Russia to do this if you don’t want to show the money.
This debt situation leads to variants for Evraz PLC fate:
1. Oligarchs manage to persuade the west to abandon sanctions and unfreeze everything before the ESO process hits. I think that it is almost impossible since there is no time left.
2. ESOing. Foreign shareholders lose almost everything if they don’t have a Russian wife/entity, oligarchs regain Rus assets.
3. Evraz PLC does what Polymetal and Yandex did – i.e. sells all Rus assets for debt plus a tiny amount of money to repay some Eurobonds debt. For me and you this is super bad, shares are a zero.
4. Russian GOV seizes all Evraz Rus assets for zero. There is a huge wage of nationalization right now in Russia as the war gains steam, so this can happen, but lets hope that oligarchs do nothing stupid.
Russia plans to spend $4 billion improving railroad connections with China, Bloomberg reported.
I've signed, however, personally i think naked shorts by MM have caused far more damage to the markets, difficult to see how the markets recover, I've emailed a company I'm invested in asking them not to list in the uk, ironically sanctioning evraz was probably the straw that broke the camels back imho.
BTW, if your invested in lithium plays have a read, of what the future quite possibly holds.
https://www.google.com/amp/s/www.cambridgeindependent.co.uk/business/amp/faraday-1-reinvents-energy-storage-with-hybrid-engineering-9357264/
Ahh, typical whataboutism. Are you projecting equivalency in this?
I feel your pain. Im not as screwed as you ;but it still hurts badly.
Really not interested in the KIEV warmongering beggar and its border dispute. Neither am I at all concerned with the maxing out of its credit card. No difference between a white flag and a blue and yellow flag. For reiteration all I want is EVRAZ PLC FTSE 100 COMPANY to be void of sanctions and once again be a global company. Oh and how remiss of me : the payment of those lovely dividends.
£350K?! Damn, I have £50K locked in here... But I bought it for 82.68 - I knew the risk I was taking buying these shares, so I am more than comfortable losing that.
The way I seen it - £50K in here, it gets sanctioned funds are locked for 5 years then it automatically 5-10 bags once sanctions have been lifted.... Let's not forget countries will need rebuilt. Ukraine and now Palestine. Steel has to come from somewhere. GLA we need it given this chitshow of a government. Bunch of buffoons running the country
You talking about the US Jotom?
Was there a petition for the removal of these ridiculous sanctions??
Maybe those moaning should sign a petition stating that countries should not invade, murder tens of thousands of citizens and destroy properties in other soverign nations. Maybe then none of this need have happened.
Just like some here to put the cart before the horse.
GLASH
I’d sign that! The sanctions are causing immense stress to normal investors. I have £350k stuck in here a ftse 100 company which should be protected or under written by the FCA/ Govermenf.
Ive another idea. why not ask the FCA and this unelected and unelectable regime when are all the unprecedented illegal and corrupt sanctions are going to be terminated.
Also another idea why not ask how these sanctions are protecting UK EVRAZ PLC 100 GLOBAL COMPANY PRIVATE INVESTORS.??????????????
One more
https://youtu.be/N_Ng3eI-BiU?si=3_BDnApbwSp2CLj6
Have to say im not a supporter of Russia, nor the USA, neither am i against. But i do feel that we are treated like the proverbial mushrooms and thats what im against...
So much sense spoken in such a short space of time. The only thing missing was the very accurate and genuine statement of weapons of mass destruction , Russia will invade America , Europe and China. All the drivel from slow joe , doris and co and now this unelected and unelectable uk regime.
Thanks for posting. A real insight.
Bit rich you telling people to man up Andreyaa when your on an Egyptian beach, having dodged the motherland call to arms, also know as the draught, stay short. Da Da Da Babushka
"man up and stop calling people names"
"you are a void of loser-ness"
I suggest CWWX and other sore losers you man up and stop calling people names on the internet and then hide behind your moms skirt. Grow up. Look at me - I never called Philip any offensive names despite him banning me for absolutely nothing. Because I am a man, and you are a void of loser-ness.
Antony MC - you have offered your 111K shares to everybody, but most people think you are on drugs or something and therefore unable to realize your own intentions, so I don't know how to proceed. I don't do any deals with people who seem to be unreasonable/untrustworthy. Even if Philip came to me to sell, I would do the deal with him, cause at least he is in his mind. Although he absolutely didn't understand the scheme I offered him for ESO insurance.
@Andrey
You’ve been on here talking crap for far too long. We all know the risks associated with our holdings. ESO or no ESO, sanctioned for many years etc etc BUT your accusations against Phil really show your true colours. He has never recommended anyone sell or buy and has never proclaimed we will all be saved. He pints a pretty honest picture with multiple scenarios playing out and that is the best anyone can do so I suggest you jog on with your BS and stop trying to scaremonger people into selling…….
F’in idiot.
Still not going to sell my shares. I will never write off these shares. The rusky andy is still filtered
Andrey,
I am not advising people to sell, hold or buy more shares.
But clearly nothing left over than try to fingerpoint to someone else. What a shame
AndreyAAA what are you offering for my shares ? i have 110 thousand, make me a good offer ?