Member Info for AbjectPerformer

Fleccy, yog did denounce my choice to buy into the large cap tech sector over continued Bt reinvestment , I don’t have a reason to lie, nor do I care to go back and find evidence to disprove you. You didn’t believe in he valuations, but they work on different metrics to value picks like Bt . I was proved right in my reallocation of funds, and now with Microsoft down is a good time to double down on that theory.

You can argue against historical posts, or the investment thesis, but what matters is outcome, not how well you convinced yourself and others against the basic principles of investment , and removing sentiment.

Asml yes, the EUV . I bought one tranch

I bought AMD at $160 a share and Google at $250 a share too.

I have bought Microsoft because the CAGR at current rate is 11-15% probably 12%.

Bt may beat that with capex reduction. But half my holding is Bt , at 120p average, that’s enough.

Going forward I don’t see Bt being msft over 10-20 years, but if it does I’m already in.

There is a Chance we see 15p divi on Bt, by holding I will be exposed, the dividends will all be recycled into. Microsoft and visa. Where I intend to match my Bt holding . Alongside my sizeable phnx aviva and lgen holdings, and a pension pot controlled by me that matches my own stock picks in size

Hi

I posted in September that I was using my Bt dividend to buy Asml . Fleccy didn’t agree

I’m up 65%

My next Bt dividend, Vodafone and my dividends in phnx lgen aviva bp etc this year are going into Microsoft

Not asking opinions . Just providing an update

Only got £1600 in here and reinvested Divis as well. Average 160p.

Pitterpatter I dont think there being an end to war or the mess Evraz is in matters for our share holdings anymore .

The value was mostly lost with the removal of NTMK. I think we will be lucky to get 5p a share back in future if we get anything. So there isn’t anything left to feel like we are waiting for, it’s already a shell company and worthless stock. Shareholders will be last to receive anything.

If Bt and Openreach were to split at current sp what percentage would be allocated to each stock?

Trying to work out what might be a partial exit price on the Bt services side, while keeping the Openreach shares.

Feb divi 2.45p. This years final was 5.76

What do we think Septembers divi will be ? 5.9p ? 6p? Or more? Not long off capex coming down

Stocks doing well . Can’t believe no comments here since November

I still hold all my shares, but I haven’t reinvested or topped up since they were under 135p now , before results in 2024. I will be investing my Divis elsewhere going forward but holding the shares I do have

Mandy’s still talking to his other aliases I see

What’s broadly accepted is:

• Sanctions created the opportunity: they prevented EVRAZ plc (UK) from controlling, funding, or legally defending its Russian assets properly.

• Russian entities then moved quickly to internalise those assets via courts, debt claims, and “restructuring”.

• The aim appears to be to lock in control before any future sanctions relief, so there’s nothing to give back later.

So sanctions weren’t just an excuse — they were a strategic window.

More precisely (and safely phrased):

Russian law and courts were used to transfer assets away from foreign-listed parents during a period when those parents were legally and practically unable to act.

That’s why, even if sanctions lift later, there’s nothing left to unlock for UK shareholders.

In plain English:

They didn’t wait for sanctions to end — they made them irrelevant by acting first.

• The Russian assets are already being stripped via Russian courts and subsidiaries like NTMK.

• Lifting sanctions does not reverse Russian court decisions or return assets that have been seized.

• EVRAZ plc (the UK company) would still be left with little or nothing of substance.

So sanctions lifting alone wouldn’t resurrect EVRAZ for UK shareholders — only a major political/legal reversal in Russia (which is very unlikely) would.

In plain terms: sanctions lifting ≠ EVRAZ coming back.

Glad I hold here with 545p average and reinvested my dividends the last few years. Taking cash going forward to reinvest elsewhere , but won’t be selling my shares

I bought £1250 at 178p during farage. Wish I’d bought more.

I sold £500 worth at 528p a few weeks ago and put that in AMD stock at $164 .

Still got 590 Nwg shares, would not have been possible to capture the jump in SP of both stocks.

I also used my Bt group dividend to buy ASML at $800 a share.

Looks like lgen are taking on the DC scheme from Telefonica for ex Bt group pensions

Is there any update on how the head count reduction is going at Bt? Openreach ? I know there were people asked to sign up to leave at intervals over the next 2 years with so much provided for retraining outside of Bt group.

Have there been any more people left our internal figures that have yet to be announced in results as to where this is up to , which will contribute to capex reduction aims over the next 2 and 5 years.

The witness needs to be a Russian speaker to get you through the documents in Russian .

That YouTube video spends an hour explaining a dead end.

You need a Uk notary to sign papers and you need to trust Russian legals , an unfriendly country , with notaried copies of your certs and passport to open rost or equivalent accounts to hold NTMK shares and you need a witness to sign documents to open rost equivalent accounts.

I am of sound mind and even if there was enough time left and a uk notary willing to touch this with a barge pole, I would not be spending all my information over to Russia , where information is traded, passed on to organised crime , gangs and mafia , for various reasons , or surveillance , every second of every day

Mp’s don’t care.

You can’t get NTMK shares as you need a ROST account to hold your Russian shares in and a linked bank account.

It isn’t possible to legally obtain NTMK shares and Russia and Evraz know this. They’re advising you to do something they know isn’t possible due to Russia law and sanctions. It’s a cover up for stealing.

Stealing NTMK is not possible internationally but domestically Russia can.

Uk gov can’t steal the rest of Evraz for Uk holders only as they aren’t Uk assets and so it is a breach of international law. It’s a joke. Game over

This will easily hit £65 again over next few years. I topped up the other week just wish I had topped up twice as much as I’m a bit low on miners in my portfolio