Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Matthew125...I agree, the war is already over-priced in IMO, but iron ore prices are sliding so things not looking good at the very present.
Dmitry Medvedev is getting desperate ...that is plain to see... he keeps trooping out with some threat or other ..needs to be seen to be doing something I guess
" Vladimir Putin has said Moscow is “open” to a dialogue on “strategic stability, preserving non-proliferation regimes for weapons of mass destruction and improving the situation in the field of arms control”. "
The exchange of 144 prisoners of war yesterday, was organised by direct order of the Russian president, Vladimir Putin
The Russian ministry of defence confirmed it had withdrawn from the strategically important Black Sea island Zmiinyi, better known as Snake Island
Putin is weakening as he sees NATO strengthening , despite wanting to try and hold through the winter..... he sees everyone working every day together to disassociate themselves from Russia ... even Turkey now
Trade through Lithuania to the Russian exclave of Kaliningrad could return to normal within days as officials edge towards a compromise deal,... which may involve Putin conceding something ..he will concede grain getting out for something
All very well G20 buying cheap Russian goods...but they know recession in the US/Europe etc will hit their exports if they already haven't
Russia, France , Ukraine and Germany spent 4 years trying to negotiate peace in the Donbas region but the agreement could not be signed because it needed a change in Ukraine constitution that required a super majority that Zelensky did not have.
The failure to reach a super majority was because some thought signing a peace treaty would be capitulation to Russia, whilst Zelensky with all the background noise shooting his mouth off about joining NATO and EU presumably wound up Putin for want of a better phrase leading to the invasion.
So this war is a failure all around to include the USA and UK supporting Ukraine joining NATO but doing little more than supplying arms ….
…. Spouting democratic rights is all very well …. Until someone points a gun …. and that is what Russia have done.
So …. Does the USA and UK want to fight for democracy or does it want the new kid on the block to do it’s fighting for the USA and UK?
So what we have, is the cowardly arrogance of democracy versus the mad dog dictator.
Not a good mix.
In a roundabout fashion i think alex you agree that Zolensky ducked up.
As someone mentioned previously about Spain, at leat they are talking and after all, if they gave a little of what is a lot that they have it may have shut Putin up for a while until he can be over powered and past it.
I hope your prediction on FXPO being a long term hold as already lost put on EVR!!!!
Some would say thats the gamble, but with EVR it was only due to one individual and cannot for the life of me see why the masses have to be punished. Typical small minded Britain!!!!
Putin has actually done what Trump tried to do - get NATO to spend more on defence
alex1978uk
yes..indeed so..Putin is selling oil and coal at cut down prices....only to poorer countries who have little choice but to buy....
Russia LIED about the shopping centre and proven so
They know NATO is going to have collectively 300,000 troops prepared and the unity of NATO has taken him by surprise.
Putin now has to rely in some belief that Russia will get through the winter easier than Europe ...he treats most Russians so badly that he knows their pain threshold is probably higher than most Europeans
The G20 in October should be interesting , to say the least
Macron idea of involving Morocco,Algeria, Iceland etc in parts of EU unity to strengthen the entire region has legs I think ..especially as we look more to North Africa for energy etc and do more business that way... if they manage not to over complicate it all
Brazil, India for now continue to take Russian imports as do African dictators take Russian weapons -
All this boll*#ks on here about how Zelenkskyy has f#*ked up and should have negotiated with them is sh*t&. You can’t negotiate with them because nothing they say is believable. Why didn’t Russia negotiate with Ukraine? The West (USA) did well for once and stood up to him. I don’t even think he planned on invading. He just massed his troops on the border like holding a gun to your head. When no one flinched he had no choice but to send his troops over the border. How else can you explain such a military f*#k up? No air superiority! No bombarding enemy positions before you send the troops in. What a disaster.
Putins world is shrinking and he’s lashed out. No one wants to be in his so called circle of influence. No one wants to be governed by an autocrat. What ever happens in Ukraine is un winnable. If he takes the Donbas the residence will go on for ever. Probably backed by the CIA and who ever else has the balls to stand up to these dictators.
On FXPO. Long term hold. Strong balance sheet. Reconstruction. Quality product. Take over prospect. Low valuation. Good management. What’s no good like. Risk Vs Reward.
Bit of a funny coincidence that a Russian missile hit a shopping Centre in the middle of the day at the same time there was a G7 meeting. More like Putin was sending a message, I don’t give a f*#k about the so called world order, and if I want to murder people to prove a point I will. What’s any one going to do about it?
Zelenskyy summed it up well. Russia is a terrorist state. Run by an autocrat who craves nothing but power. The simple fact of the matter is he has no power. The Russian military is ****e. The Russian economy is the equivalent size of South Korea (and shrinking). Putin has had to shut down every form of free press to stop the truth getting out. Anyone and everyone in Russia with any money or an education is leaving and he couldn’t even tell his own troops they were going to war. I can’t wait for the new world order Putin and Xi have in mind.
All this boll*#ks on here about how Zelenk
I'm still of the opinion that the risks to the mine are mostly priced in already. But I certainly could be missing something.
Can see the price continue to drift down as uncertainly on how the war will end builds but I don't see the Russians coming this far west and the war will be won or loss in the east. The missle attack on the shopping center is probably because the Russians suspected arms storage here. Possibly due to the size of the fire they were, again, it is impossible to know everything going on, enlightenment is welcome.
One makes money when one has an edge. Understanding how this war is going to develop within the next few months provides a critical edge for making money in FXPO. Non-experts should get out and look for a domain where their expertise could be better applied.
This seems a rather odd decision, Kremenchuk has been hit by missiles in April and May so the justification for selling now looks flawed. Kremenchuk has a large railway depot/interchange and a train repair facility so could be seen as a valid infrastructure target (as was it's oil terminal) . Don't get how this could be seen as a threat to FXPO this time if it wasn't after the first two attacks.
Posted on his Twitter account this afternoon…..Where he treads many followers likely copy.
https://twitter.com/baroninvestment/status/1541430669347274759