Member Info for aimtitan

The guilty always do this to rationalise their actions.

This will be one of very few companies which is still taking in income, after all you still need gas n electric.
Furloughing staff only serves to reduce the operating cost, the income is unaffected and therefore increased profit.
Additionally with energy prices dropping they can forward fix supplies much cheaper.

I understand there's bad management, however there is still 15m customers all paying. This will return to glory almost certainly

Which doesn't look good for this in the short term.
Probably expect 29p in coming says if the lira collapses further

The company reserves by 20% atleast and makes this company well on the way to be a 1moz miner. Also TEMI HAS $70m of assets

4Moz of gold to he recovered.
My calc below is for the 1.53moz of non defrac

Based on an AISC of $1000 we make $700m worth of profit based on a gold price of $1500. Definately a great deal

All we know is pavel doesn't want to get on the wrong side of the Russian major shareholders now hence the exercise price and fx rate. Personally think it's a great acquisition. Potential for new discoveries also

Clearly you have no understanding of the company. Firstly majority of their portfolio is NPL, distressed store cards, auto loans etc. If people are sat at home not earning, they won't be able to repay. Secondly this company has up coming debt covenants. Their bonds are junk grade meaning the spreads are huge, therefore making refinancing very hard. Leave the thinking to people who work in this area. If i was wrong this stock would be flying, fact is it's a hugely leveraged company in the riskier realms of debt. Be ready to be shafted

The net effect is zero
Paying of the debt means the maker cap increased
Issuing shares to pay the debt reduces the market cap.
Essential the net effect is zero as the funds from a share issue pays down the debt.

Stick to fundamentals
When it drops , top up!

Uzhuralzoloto produces 7% of gold in Russia
POG produces 6% of gold in Russia
Polymetal produces 13% of gold in Russia
Polymetal market cap is £5bn
if we merge, we become a goliath

If a fair price is given, this cuts years of development for pog and trying to squire deposits . Making this company the top 2 in Russia

Uzhuralzoloto previously tried listing onto exchange. As POG is already listed, i would image Uzhuralzoloto will be absorbed into POG turning it into a mamoth minor with 30m+ reserves and producting 1.4m OZ annually. This share prices is going to fly!

Also he's willing to buy the shares even at this price
You only buy if you know there is a reasonable upside potential.

He is a billionaire because of his good decisions. He only benefits if this climbs further

Just checked the new guy out.
He owns the 3rd biggest gold miner in Russia.
Has a history in mining.
He is a governor of a major mining region
Same net worth as Roman.

He purchased all of Romans shares and convertible bonds.

I believe Roman disposed of this as he doesn't specialise in mining where as the new guy does.

I think he brings good potential to petro.

Historically taken by polygon. They normally short periodically in July of every year. Must be a tradition lol. I checked the timings and it's normally around quarterly results where free cash flow is presented. Previously we know petro was always operating at a high AISC with reduced production, low gold price and large CAPEX. The polygon analyst on the last AGM kept on asking question around this but didn't grasp that the AISC is lowered, price of gold is 30% higher and CAPEX is significantly reduced. Therefore free cash just from first quarter sales will be huge. It's a bet but this time they will be burnt more than the previous times

Has made this eligible for the small to mid funds. Expect some more buy ins

Will be bought soon!

For like similar to pog are worth £2bn today. This is easy going to go past £1bn market cap in coming days/weeks

Gonna be pulled down and whipped today haha