Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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I obviously see your view. FXPO have given 3.3billion to Ukraine during its time. They can't have it both ways. In some respects I hope they do screw it over, it will finally get me out of their corner. Shouldnt mess about with foreign companies when you have your begging bowl out 24/7. FXPO have paid their dues and that should be recognised. You would think the country officials would support the generation of tax. Anyway just over a week to go :)
I like your bullishness however am struggling to share it, because until the prelims are out the whole spectre of the lack of accounts sign off is paramount. The Ukraine govt has been milking this co with all sorts of tricks and wheezes, it is not a situation that has any clarity.
Which means it has a PE ratio of about 0.31 of 2021 earnings. Ridiculously cheap. Is this a value play or a value trap though? I'm confident Q1 production report is going to be positive. The legal issues are not going to go away however. The Ukrainian government are going to want to get Zhevago's share of the business one way or another. He'd (we'd) be best of if he did some kind of deal. Will the minority share holder get screwed over in the process? Which is often the case.
You have to realise this is now sub 50p a share with just a £270m market cap, Over 100m in the bank and no debt, adapting to every situation thrown at it. Almost paid out a dividend thats would now be worth a very sensible %! I'm confident divi will be reinstated. Same operational situation at 120p. My money is on seeing a big move on the April update.
The company has already stated they have stronger volume and growth this year. The biggest hurdle they had was not being able to use the seaports for exports. These exports resumed this year thanks to the safe corridor in the Black Sea. The issue surrounding the delay is the 20 year old legal case which pops up every so often, already been kicked out once by the Supreme court but someone fancied having another bash. Production and volume is obviously going to be a lot lot higher for Q1 as they have been utilizing another pellitizer thanks to being able to ship via the Black Sea as well as seeing an increase in rail transportation and selling through their stock piles thanks to improved transport. Personally I'm bullish as fook.
Provide company source announcing a delay.....or acknowledge you a talking ba11s as usual.....
Announcement of AGM was made last year on 14th April so announcement is not late...
Clearly there’s lot in there not to like.., which is why they have been delayed
But from Ukraine.
Not all from fxpo obviously!
That's a lot.
Then he'll pi33 off the very neutral Swiss aswell. Probably where he's stashing all the money that was supposed to be going on a world class Army. There are a lot of iron ore and magnesium miners in Ukraine. No point in destroying the cash cows out of spite. He wants all that stuff.
Then we lose most our money. Russia will probably do this on their way out to cause as much damage as possible.
It's OVER for FXPO
What happens if Russians destroy the fxpo plant and infrastructure on site? Thats the concern now surely besides everything else
That power plant covers 200k homes but I don't think it directly affects FXPO does it? They're connected to another one from what I understood previously, and don't forget they have generators on site and huge storage capacity which is likely ample for current output.
Minecheck
the blood stained hand are wholey attributed to one person minecheck
putin.
no else
Https://www.ft.com/content/98f37cee-aaf6-47c5-b032-bde2968e00f0
It is a pointless war, but one which didn’t happen for no reason. In addition, the west has done its utmost to prolong it as long as possible. Johnson’s infamous visit to Kiev to scupper peace talks in April 2022 is well documented by those involved, including former Israel PM Naftali Bennett.
So spare the crocodile tears. Those with blood soaked hands are not solely on the Russian side.
Now Ukraine will face worse terms, those tragically killed on both sides since April 22 have no way back, and anyone invested in FXPO faces increasing chance of losing all their money.
All we can now hope is that those in Europe who hysterically demand escalation and risk war with Russia will be ignored by Washington. The stakes are too high to play virtual signalling games with the lives of innocent people on all sides.
Very sad what is happening in Ukraine. It may have maintained it's pride, but at what cost. Front line soldiers are now being told there will be no rotation until active fighting stops. How many years will that be? How many years will it be before they can be reunited with their emigrated families? Meanwhile the country is being bombed into the dark ages.
Well it is worrying. I'm sure they have built up plenty of stock in case of these situations. How long that will last if they shut down again I don't know. Insane pointless war.
What next?
Pacman121- thanks for your message. Forgive my ignorance on this - but wouldn't such a huge fill order be listed as a TR-1 ? Isn't HSBC a major shareholder already, so obliged to use a TR-1 ?
Seems like maybe some good news, nice
Try changing your broker. Sounds like they are rinsing you for fees.
Alex, it's OVER!!