The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Like to note the updated figures for EUA with annual report on simplywallstreet as fair value £54.93 a big jump from where it was
https://simplywall.st/stocks/gb/materials/aim-eua/eurasia-mining-shares
Maybe starting to see a bit of easing on tensions. Lets hope anyway
Russia act of goodwill snake island and EU on Kaliningrad
https://www.themoscowtimes.com/2022/06/30/russia-withdraws-troops-from-ukraines-snake-island-a78158
https://www.lrt.lt/en/news-in-english/19/1730122/eu-moves-to-exempt-kaliningrad-transit-from-sanctions-reuters
Disagree the SP is always controlled by the mm's it will go where they want it to go, a company can issue god new and you will get the SP moving up but if the mm want it down then it will get turned/forced back down which seems to be the case with EUA and has been since the funds joined
Majority of Japanese companies remain in Russia
https://www.newsmax.com/world/globaltalk/japan-russia-ukraine-war/2022/06/26/id/1076151/
note the stat for UK - no wonder BoJo is going all out against Russia. UK business will not be pleased if things go Russia's way would probably lynch him.
re on the ground troops explained
https://www.youtube.com/watch?v=Lj-Vj_YWYfE
https://www.youtube.com/watch?v=3UK-eZ3x2nI
green
https://www.youtube.com/watch?v=Gkt78vsNMtM
If EUA are once again without institutional "intervention" then I would suspect that the SP will only gain in strength from
larger private unhindered investors, once noted momentum will once again be the driver.
I have noted the last few sessions that the "normal" selling points first thing then 1100'ish has not been taking place, I take this as a good sign
Did all USA institutions have to exit by a certain date including Blackrock and if so I would think that any of the "friendlies"
would also be aware meaning possibly that there was no need to buy until the US investors were out ?
my view EUA are protecting the buyers and not the stake holders as it is they (buyers) who would lose everything due to ever changing sanctions, use your time to either sell up or buy more at intervals.
FYI Defense Production Act, how will this eventually play out
https://www.energy.gov/articles/president-biden-invokes-defense-production-act-accelerate-domestic-manufacturing-clean
I found this interview worth listening to, note he mentioned if he could would be buying Russian commodities
https://www.youtube.com/watch?v=LIERGS--16g