Member Info for alex1978uk

silverspoons trump and orban don't have the intelligence to see what's going on. both are wannabe dictators. there will never be peace as long as putin is alive. its russian industries that are making a loss. 15 years ago gazprom had a market cap of 250bn. today its making a loss with a market cap of around 30bn. car industry on its ****, no one buying russian arms cause they're sh*&e, no one using the russian space agency to launch satellites. europe is and will adjust to the russian shock.

personally i don't think china will ever over take the us. in the 1970/80s it was all japan. tokyo real estate was booming, every university in the world was teaching japanese management etc. then the property market bust, the population started to age and decline and that was it for them. in the 1990s, 2000s it was the european union, the euro will replace the dollar as the global reserve currency etc etc. then a little country called greece put an end to that speculation. 15 years ago the eu and us economies were about the same size. now the us is 1/3 bigger.

by 2050 china is going to have 500 million people over the age of 60 and a population declining by 15 million a year. with chinese households holding up to 80% of there wealth in real estate what do you think that's going to do for the economy? boom and bust on a scale the world has never seen. on top of that they want to send their only children to die in the taiwan straight. if that isn't enough to make a dictator paranoid i don't what is.

https://www.ft.com/content/cff42bc4-f9e3-4f51-985a-86518934afbe

Https://www.xm.com/research/markets/allNews/reuters/high-power-costs-may-shut-down-ukraines-leading-maker-of-iron-ore-concentrate-53857952

Rubbish. It’s not a peace deal it’s surrender. Same as it was 2 years ago. Where’s Russias economy going to be in 2 years? How many more Russians are going to be dead in 2 years?

Https://forbes.ua/ru/company/lideri-ukrainskoi-promislovosti-matimut-virishalne-znachennya-dlya-vidnovlennya-ukraini-13062024-21744

That may be true DisasterTourist but corruption is part and parcel of being part of the former soviet union. All the other countries in Eastern Europe managed to transition away from that system and so will Ukraine.

Lots of talk about reconstruction and foreign investment:

https://www.msn.com/en-gb/money/other/ukraine-to-sell-off-assets-to-raise-funds-for-war-with-russia/ar-BB1o7qU0?ocid=msedgdhp&pc=U531&cvid=9f5d37d1b0d6482abd7268257c827a8d&ei=10

Actually that might be up on April:

https://gmk.center/en/news/ukraine-exported-3-4-million-tons-of-iron-ore-in-april/

No but i think 1.5 million tonnes is a reduction from April. Maritime traffic seems to have dropped off a bit as well. I’d guess any stock piling that occurred during the Black Sea blockade has started to diminish.

Https://gmk.center/en/news/ukrainian-seaports-handled-1-5-million-tons-of-iron-ore-in-may/

It must be grim for them Cleverthoughts. Attacked by Russia for no reason other than you want to govern yourself and be a democracy. I'm actually surprised FXPO have kept operations going for so long uninterrupted with the Russian scum targeting the energy supplies.

Long live Ukraine and FXPO!!

Https://youtu.be/K1vvwwHL0PE?si=vvUOuVEOlxDW4tGe

10-12 trillion in minerals

https://youtu.be/YS1s8GN77h0?si=ym1yVhwWpe130Xre

Good find disaster but I can’t make much sense of it all. If anything material has happened they would have had to release an RNS.

Https://unn.ua/en/amp/the-state-bureau-of-investigation-has-completed-a-pre-trial-investigation-against-7-managers-of-zhevago

Https://www.linkedin.com/posts/ferrexpo-plc_urc2024-activity-7204054672825868288-IHd6?utm_source=share&utm_medium=member_ios

I think you’re right disaster. The other legal issues are manageable and are probably just the government putting the company under pressure because of Zhevago. Sooner or later they’re going to want his share of the business. The question is how they go about getting it.

Https://gmk.center/en/news/iron-and-steel-sector-contributed-5-7-to-the-gdp-of-ukraine-in-2023/

I don't think either side is going to win this war the way things are at the minute.

The west lacks a strategy on how to help Ukraine drive the Russians out. Like, for example, they will need 1000 main battle tanks, 2000 armoured personnel carriers, 400,000 men, air support etc etc. But maybe drip feeding is the strategy. Keep Putin tied down in Ukraine forever then he's not doing anything any where else. Putin and Xi said as much to the Americans about Afghanistan. They were tied down there for no strategic gain what so ever. Hence they turned around and got out of an unwinnable war.

The same can be said of the Russians. Over 2 years in and they still haven't secured any of the four provinces they intended to. No regional capitals and 500,000 dead or injured. Insanity. But they do have the momentum at the minute. Huge sacrifices for marginal gains. Apparently in the regions they have taken, especially Mariupol, they have already moved in tens of thousands of Russians to replace the Ukrainians that fled or were killed. The same as they did in Crimea and the same as the Chinese did in Tibet. Given them the homes of the people they said they were liberating. That's why Russia needs defeating. Their aim wasn't to liberated anyone. It was to make Ukraine disappear all together and Russia a larger stronger entity. The West needs to wake up, start training men and producing military equipment on a massive scale.

It will probably keep drifting south until these legal issues are resolved. Q2 results on July 8th which is 5 weeks Monday. There may be a number of court cases between now and then. There's still plenty of ships going in and out of port so I'd expect production to be above Q1 levels of around 1.8mt. Hard to justify a share price of 42p and a market cap of £255m when they are heading back to 2021 production levels when profit after tax was $871m. If the share price stays down here it will be the cheapest stock I've ever seen.

most of the world do still trade with russia but their biggest market was the eu. hence, now why gazprom, which was the largest publicly traded gas provider in the world, is on its ****. china are dictating to putin the terms and conditions of what they pay for his gas and have told him that russia has to pay for the new pipeline.

https://www.reuters.com/business/energy/russias-weaker-hand-undermines-case-power-siberia-2-gas-link-china-2023-10-30/