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Realistically a peace deal will settle currently occupied territories as they are. FXPO will remain in UKR territory and trade will resume somewhere close to pre-war levels in a couple of years.
The big risk is political/legal. I would assume that international pressure on Ukrainian courts - and actual legally enforceable shareholder rights - will mean that those problems go away. My 5c worth.
Only a matter of time before another bout of takeover speculation for this jewel. Standard Industries own 10%. They will come back for more and we know that UK PLC as a whole is cheap by international comparison.
The economic reforms in Nigeria will eventually come good. The short term shock of removing oil subsidies and devaluing the Naira are stoking inflation and hurting PZC but give it time to adjust and being in Africa’s second biggest economy will pay off. The demographics in Africa and potentially for growth are in stark contrast to Europe.
Https://www.proactiveinvestors.co.uk/LON:POLX/Polarean-Imaging-PLC/rns/1426006
Latest RNS showing financing needs and path to profitability.
If you buy Puts your downside is capped at 100% of the premium, so it is a known. Qube are a mathematical trading shop who will have more bells and whistles hedging the puts than you can imagine so I doubt they will be losing anything.
A record quarter with revenue of £14.3m, up 23% year-on-year (Q3 FY23: £11.6m)
Gross margin 58.3% vs 56.8% in the prior year
Like for like gross margin, which excludes the increase of wholesale, was 60.7% vs 57.3% in the prior year
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Net cash of £7.7m as at 31 December 2023 (£7.3m as at 30 November 2023)