Member Info for belgrano

Strange price action today, with the price rising as sells outstrip buying. Says to me the MM's have orders in from the big boys so they have to tempt us into top slicing or profit taking to acquire the stock.

For example filling your ISA with shares in poly at just under 20k say 6350 shares at current price costing just under 20K,
would on previous divi generate £4587.07 per annum, or a lovely £88.20 tax free per week in your pocket.
Don't know anywhere you can potentially get these kind of returns with high chance of capitol growth to boot.
If anyone does...please tell me.??
https://www.dividenddata.co.uk/dividend-calculator.py?epic=POLY

!00% Correct maverick, My son didn't realise that they pay out twice a year, he thought that as the divi was so high that was an annual payment, not a six month one.
https://www.dividenddata.co.uk/dividend-calculator.py?epic=POLY

My viewpoint is that the financial risk to this stock is less than 20%. Its noticeable that Russia has not confiscated anything belonging to non Russian companies IE: XOM equipment or POLY mines, in he same way nor has the rest of Europe. When the "special operations " in Ukraine finish and I do expect USSR to take the Donbas but paying a very high price, both sides with settle for peace. The 20% or so share holdings that were sold here, have been bought by more "internationally minded ", and in many cases those who also see the Russian point of view in this case. These points are not lost on the Russians who know they also have many friends in the west. It will also stay their hands before stealing any assets, because they do want normality restored after the conflict resolved.

Interesting as to really why the mm's gapped up the stock price at start and so far have held it relatively steady despite twice the currently displayed volumes of sells to buys.
Thinking possible sell order at the higher price, or just the news that a famous institutional buyer sees this stock as a cracking buy , and is expecting more lemming activity, so is pushing up the price in anticipation.

A peace agreement agreement to be signed.
https://www.youtube.com/watch?v=B-g2JQjDd6Q
more hope at least, but not confirmed yet.

Odey may be a professional shorter when he sees companies that are overvalued verses income and assets, however in this case hes buying as he sees it will into oversold territory. Just read the article.
Best regards,
Bel

You have to listen very carefully to Mr.Putins words. He chooses them carefully unlike many western leaders. Russia is conducting special military operations, they are not at war. In the Russian mindset there is a significant difference.
In war assets get confiscated, in sanctions they just get suspended or abandoned but not stolen, because that can lead to tit for tat quagmire, with many grey areas such as assets held by people who are neutral such as India and China.
Suspended or locked can easily be reversed as both sides looking in want peace and normality returned as quickly as possible once those operations are concluded. When one side in any conflict believes it has the upper hand its unlikely to be drawn into an early settlement. Its a fact of conflict the world over.

Hi Atlantic,
Yep been around these boards and stocks for over 20 years, had some smashing gains and some horrible eye watering losses. Normally its with stocks that you see an advantage with that Mr.Market has not appreciated. Here its the political climate. I tend to buy and hold for a period as quite honestly I'm rubbish at trading.

I have quite a heavy holding here now with about 35k of them potential "free" ones. However I have viewed the risks which I admit are higher than any other FTSE100 share but indeed much lower than many aim shares currently on the market.
Nothing is risk free, and while in a share discussion just yesterday I was asked my opinion.
My reply was that I believe that if we were going to be suspended it would already have happened, and I also doubt any Russian action to steal the Russian par of the companies assets for reasons I explained in an earlier post. So when pushed for a figure I said less than 20% chance of something going wrong. However upside doesn't need answering, but given peace, lifting of sanctions and a year it might be double digits.
As for the divi, I'd disagree with some here as I think it will be paid as 80% of holders have not sold on the drop. Might not be full amount due to higher company costs and prudence.
Would debate that this is investing not gambling, because when we gamble the odds are in favour of the house, in this case I believe the odds are very much in favour of the investor due to the unusual situation we currently find ourselves in. Appreciate anyone else's thoughts on those odds.

Lol , there are limits, little different from the Germans still taking cheap Russian gas, or do our countries leadership really set a good example...Like our fine chancellors wife trousering a 12M russian divi, just a fortnight ago, that when questioned he claimed to have slipped his mind, or partygate Boris drinking wine while us lesser morals were being fined heavy for much less and unable to say goodbye to loved ones.
Where do you draw the line with over 50% of the worlds population happy to accept cheap Russian oil into refinerys like Reliant which will then be shipped as refined products to the UK and continue to put UK refinery's out of business, while they get loads of cheap gas while our own old and infirm starve in the freezing cold due to unaffordable price hikes of gas and food. Could call me a sceptic, but I see both sides.

If we take an overview of the conflict to date it shows a considerable de-escalation from original planned aims and objectives with the past 2 weeks.
Logistics in taking the Ukraine capitol clearly unachievable currently. Strategic withdraw from that location to concentrate on the Donbas regions currently in place with reinforcements coming up on the Russian side to aid with that objective. Probable fall of link town Mariupol within the next 10 days, and on balance Russian forces should capture the Donbas, when their reinforcements arrive. Believe USSR losses will be heavy as Ukrainian have learned best tactics and are anticipating Russian moves. Ukrainian supply lines stretched while Russians are not.
Then we actually see that Russia has achieved some objectives. Ukraine has already offered neutrality and peace talks are happening, but doubt will see any conclusions while any one side sees military opportunity to increase gains.
However with Donbas in Russian hands I peace some kind of peace is probable, with sanctions removal part of the deal.
Doubt gas and oil sanctions will be effective, with countries like India/china willingly accepting mass crude shipments at 35 dollar/barrel below spot prices, then running it through their huge modern refinery's and then undercutting everyone in Europe selling refined products to us. Also if you take a look at those countries in the UK who voted to abstain recently, over half the worlds population does not agree with the Wests stance, be it for trade/ profit or ideological viewpoints. So from a neutral viewpoint a good change that this conflict could be resolved in a short time in investment terms.

This is an internationally held share, and to properly discuss and understand the risks involved in holding it its best to take a neutral viewpoint on the conflict. Its quite a large issue to discuss, however suspension, and the dreaded Russian nationisation are two of the major ones.
Makes a huge change from Aim stocks that I've made serious money on previously that for once that isn't really an issue with whats a top performing UK stock.
So we should drill down and remove all the hype and hysteria and miss information, yes I know a lot what's being reported say on U tube is correct, but its ultra one sided, such as not showing literally the tons of Ukraine military equipment and I'm afraid personnel killed, but tending to focus on shelled buildings and blown up Russian tanks. This is just an example.
However to address the primary fear we should listen very closely to the very popular at home Mr. Putin, who unlike many western leaders chooses his words very carefully indeed.
"Russian forces are engaged in special military operations", well thats war isn't it...??? No not in the Russian mindset, one of the huge differences in this conflict is that assets belonging to say Russian Oligarchs, or Western companies are at worst frozen and not confiscated. In war enemy assets are confiscated, we are not at war.
This is a very significant difference and the reason why no one wants "tit for tat" literally stealing, even if pro Ukraine supporters would love it, and probably some Russian. Also makes it easier once peace declared to get back to status quo.
Believe any Russian "nationalisation" of internationally held assets are very unlikely.
With some western institutions dumping poly stock, the Russian viewpoint is "fool them", and if investors with pro Russian or neutral viewpoints pick up that bargain stock again makes Russian nationalisation of Poly stock belonging to those that are neutral such as India or China much less likely.

progress made with peace talks i'm pleased to say.
https://www.youtube.com/watch?v=FwkSQCHl3Y8

Think we have to remember I calculated that nearly 70-80% of shares have been held firmly and not sold since the big drop.
Those big holders are wanting returns on their investments, easy to get lulled by current price and believe we wont see those eye watering dividends. If company gives signals that its going to continue business as normal price will rise.

I've just been talking to a gentleman who really wants to retire but hasnt got quite enough to live on. He ponders the question whether he ca bridge the gap or must he work several more years. He is aged 60 this year.
Best quote Canada life pension 4k per year for 100K annuity.
Or buy 32,505 shares here at current price for same amount of £99.887 or there about.
Annual dividend return £23,449 or 6 times as good.
https://www.dividenddata.co.uk/dividend-calculator.py?epic=POLY
Now there is risk with this share I'd put it at around 25%, however I could write a huge piece on what risks I see and what might happen but its been covered my the many great posters here. So really its a no brainer.

I’d happily take the divi in gold as well.

24 percent annual return on share price right now is an investment that in 30 years of investing I’d only dreamed about. The fact that company operations are relatively unaffected by the conflict means previous share price values or at least approaching them will be achieved in a year or two once peace agreed. The income divi , once the company decides to distribute to shareholders for myself will actually be a life changing amount. Indeed anyone who would like to retire and hasn’t got quite enough income this provides an opportunity (still some risk), to certainly fill that shortfall as it gives returns about 6 times normal pension funds and you get to keep the capitol in your estate, and if you max out an ISA it’s tax free for life as well.

well done, bet the traders here loved that tree shake...

there you go mate.
https://www.dividenddata.co.uk/dividend-calculator.py?epic=POLY