Member Info for big-blue

"until things blow over "

And that is the rub and it is that the board is seeming to finally acknowledge. It would take years running into decades and even then thanks to the cumulative effect of Russian aggression it may never blow over as the country is either occupied by nato or regresses to a N. Korean status.

Yup, people who bought in pre war will lose. That is the ups and dos of investment and why the proven rule is holding a diverse portfolio. It sounds to me it is not the sp that is of great concern to pre war holders, but the income from divvies. It will be interesting to see how the pension fund holders see this. I suspect a great deal of pressure will be put on the board to lean sympathies towards LSE holders to up the pension fund income.

Now the breakup is practically guaranteed, the question is whether there will be favouritism to MOEX or LSE holders and what will be motivating the board? Disgust at Russia or contempt for the west?

More vindication of my consistent position to dump the toxic Russian assets by whatever means, split/dump whatever. Noting the board is merely indicating the split/disposal is on but methodology still being finalised, I may have to revise my own valuation post 'breakup' let's call it, up rom £4.50.

This is sale is 100% due to the war and posting the progress and potential outcome is exactly the same consideration taken the board. It is disappointing so few on here are man enough to concede to me and the position I have outlined from the very beginning, but then again should we expect anything more from the cohorts of Russian involved in this share.

How much have the board been affected by the appalling Russian behaviour? Referring back to the Russian terrorism and child murders is again appropriate. Will the Russian army actions horrify the board so much that any salvaging of value for Russian holders, Muscovites openly supporting the war, will be passed over - a sort of covert act of retaliation? Or will there be deep sympathy for the hurt feelings and pro war support by the board in hammering the KZ operation and favouring the Russian MOEX holders as much as possible?

To believe this question where the sympathies of the board lie is not important or relevant would be folly.

Even got the weather right, storms just off coast northern Scotland with intense lighting, netTV weather radar. Decent string of storms coming over the channel from France, heafing due north. It's going to be an amazing show in the skies tonight if you are underneath it. Enjoy.

caught out? how? I've been calling for this for months. How exactly am I caught out? Explain yourself. Or are you just making a fool out of yourself playing to the rose tinted filter gallery.

Today was a total vindication of what I have been saying and pointed at by the board. Russia is toxic and and asset associated is toxic too. I was right, you was wrong, as wrong sage... and to think he posted thus morning who this was just not going to happen.

Who's got the more reliable angle then? Eh sage?

Volatility brings out the spread bet syndicates, like in March. Be very careful how you read sharp movements.

note the RNS does also hint that any money raised could go to extending KZ POLY assets, it would be a clever think to do to get the mining maps out and work out which nearby assets would fit hand in glove with an expanding POLY KZ operation and get some shares in there.

Is that why there has been a weeks warning given with today's unexpected hint hint RNS. I don't know, just saying.....

What are the assets near POLY KZ? I can't be rrsed to look.

If you were a pre war holder and are facing a perpetual paper loss, that is the risk in the game. I never held stock in a company with links to places like russia, far too dodgy. When a nation drugs up its athleats in a vain attempt to win medals to prade around, you know something's up. Georgia was a huge red flag that should have been a warning. You'll have to put it down to experience.

Having said that, if the company finds a way to split/dump and raise some cash (even if it has to sit in the sanctioned country for a few years (before being converted to dollars) than you might get some return on your Russian part of the valuation.

Now who's in the market buying up mineral rights all over the place, with oodles of cash to spend, and is best buds supposedly best buds with Russia. Who indeed................

Just a reminder below. I will have to have a word with my sources since I wasn't aware of the follow up RNS today, that, I expected another week away. Still, when information is passed by Chinese whispers (!) the info can change a little. In fact the RNS confirms the most likely direction is to dump Russian assests. I call them toxic and toxic for years to to come. Frankley, dumping them without having to pay someone to take them would be a blessing. As I posted earlier, these assets will go down with Russia and that would mean taking POLY down too.

I've tried very hard to get some of you block heads to understand what the actural reality of the Ukraine invasion realy means in the real world. Too many of you have just trumpeted back the Kremlin bull or filtered me and just regressed into la la land. All Russian assets are toxic. It is blindingly obvious from the mass exodous of most western countries often writing off their assets behind them.

Now, whether POLY splits in two, and in doing so 'buys' the Russia assets of what then becomes KZ POLY or some such separation, or the board go for a fire sale remains to be seen. I suspect there are still voices that for more sentimental reasons are looking at formulas to split/dump/recombine with a beleif this simply about riding out the course of the war. Wiser heads I suspect are overruling the hart and looking to up anchor for KZ POLY and work to maximise any firesale.

My £4.50 valuation assumes dumping the toxic Russian assets entriely without raising any overall income from the assets.

Perhaps the RNS after the cc will confirm the actual method selected, i.e. dump the toxic Russian assets fast and clean. We will see. Perhaps in the future some of you will not be so quick to dismiss my conjecture and so quick to have posts deleted. The war is toxic, Russia is toxic, association is toxic.

big-blue

Posts: 7,654

Price: 200.00

No Opinion
RE: Someone knows something..nice little pre-news popToday 13:41

https://blackterminal.com/news/48838?hl=en

This is why the sp is rising. The plan to split will be announced in an RNS after the results cc. The cc will outline the assets valuation. The confirmation of the cc date is a sign to the market all the details are sorted . I value all post war non-Russian assets to be 450 per share.

To believe the company won't split is to believe the actions of Russia are not of consequence which is just plain delusional.

Significant wind picking up going north, large heat cells rising, could be some hellish tropical thunderstorms brewing into the evening but low probability of being over land, but Scotland might get a good blast on the fringes.

Exposes how many have me on filter, how many buried their heads in the sand.

bear in mind the volume v the mm price v range. The spread is messy as maybe only 1 ii has placed a series of blocks to buy and mm are competing to try and provide the blocks but manage exposure to a pricy low volume share. Might have the rest of the week like this, the reverse of blackrock of loading some exposure to the valuation post split.

https://blackterminal.com/news/48838?hl=en

This is why the sp is rising. The plan to split will be announced in an RNS after the results cc. The cc will outline the assets valuation. The confirmation of the cc date is a sign to the market all the details are sorted . I value all post war non-Russian assets to be 450 per share.

To believe the company won't split is to believe the actions of Russia are not of consequence which is just plain delusional.

Ramp the hell out of production results to raise as big a price as possible and then DUMP as fast as possible. All ties with Russia must be completely severed or POLY will be taken down with the country. Those sanctions are starting to have the cumulative compound effect and the longer and dirtier the war, he oe sanctions will be exposed and expanded.

" its not an AIM share where they need to keep posting weekly RNS's for PI's to invest into hype."

Well that's a significant change from all the posts telling us how brilliant the board is in keeping everybody well informed and up to date.

An RNS announcing a conference call and the fantasists are out ramping the hell out of the stock - even using pre war price targets which is just nuts. It is clear there is a following of the deluded by the deluded on this share and in doing so will only end up being disappointed.

The case for dumping all Russian assets is absolute due to the ostracization of Russia. It would be business madness to maintain any sort of relations with a country rejected as has Russia been. For my investment and return, it worries me so many still have this completely unreal belief that the war will be concluded, all objectives met, and POLY will return to normal with divvies galore and sp up in the clouds. I hope the board is as wise as claimed and they stay firmly in the real world and not the fantasy world of the rampers.

Poly must spilt, no matter how many posts of mine are deleted for telling the plain truth why the company must divest it's Russian assets.

I know how much some want to just delete the real world, but say...

Poly must spilt, no matter how many posts of mine are deleted for telling the plain truth why the company must divest it's Russian assets.

I'll say it when I want, as often as I want and in response to any provocative comment from the Kremlin propagandists who I am entitled to address, even more so since the moderators on LSE are clearly Russian sympathizers judging by the comments they focus on.

Poly must spilt, no matter how many posts of mine are deleted for telling the plain truth why the company must divest it's Russian assets.

Huge amount of posts deleted, many directly relevant but not banging the Kremlin propaganda machine. The moderators must be ashamed of themselves. Puts ADVN ahead of LSE in the respectability stakes. This cover up of why POLY must spit will fail anyway.

You have the truth stuffed in your face and all you can do is delete it and return to your fantasy world.

This is why nobody will have anything to do with POLY and why the only option is splitting and divesting from Russian.

There is nowhere to hide from the truth and reality.

Take a good hard look at the picture. There is nowhere to hide from this.

https://www.voanews.com/a/evil-cannot-win-killed-by-russian-missile-4-year-old-liza-is-buried/6662520.html

https://www.armyrecognition.com/defense_news_july_2022_global_security_army_industry/first_m270_mlrs_rocket_launchers_donated_by_european_countries_arrived_in_ukraine.html

Who says I haven't already been to Ukraine?

Given the effect a couple of HIMARS have had stopping shelling in the East and pinpointing arms dumps in the south, the impact of more and more and more of these units able to fire GPS guided shells will be decisive.

Russia has already lost the war, now it is just a matter of driving them off Ukraine soil. I can tell you now, this will be achieved and scrambling attempts at peace deals by Russia trying to hold territory will fall on deaf ears.

And those thinking Russia has the ace gas card and Europe will not turn to coal in the face of intense climate change propaganda and lobbying because of a heat wave are very much mistaken. The hysteria and attempts to claim it is global warming is suffering a huge backlash across social media and comment sections across all media.

Zero carbon will be set aside before Ukrainian liberty. That has already been settled within Europe and nato. It is widely acknowledged allowing such reliance on Russia for energy was a big mistake and significant steps have been taken to turn from Russian gas and oil before winter, including preparing to increase coal burn leaving gas for chemical industry raw products from North sea and middle east sources.

The war may well be over by October now the weapons deliveries, much delayed, have arrived. I understand there was specific training impositions, although many Ukraine soldiers would beg to differ it was needed.

So, the Russian generals have always known what is coming. They have tried to use the delivery delay to storm Donbas, and have little to show for it. Now they know the kit is here, they are seeing the effect of literally a couple of units so far. How soon before there are announcements of peace talks? How long before the generals stop the slaughter? The Russians will soon be standing on the contact line with no ammunition and facing a very angry Ukraine army with a score to settle. How long before the Russian generals call and end to the pending slaughter? Perhaps a complete unconditional surrender would be the best option for Russia causing a full coup in the Kremlin for the comprehensive military failure.

The nato weapons are arriving, this will be over soon.

The US rapidly takes down opposing forces and wins the war with help from allies either under a UN umbrella, as a nato member or part of a coalition. After the initial take down there is then the peace keeping while a new political regime tries to take over.
The coalition forces then withdraw. It will be the same with Russia. Wipe out the military infrastructure in a month, with the allies, and then withdraw leaving an initial NATO force to maintain law, then UN force whilst a new civil structure is put in place. I suspect Russia will be under direct UN administration for a good five years and will not be allowed a military machine until all nukes have been removed.

Putin is stupid enough to make it an open NATO war. Russia will lose and be occupied. Watch it play out. The west is tired of Russia with the constant aggression, the opportunity presents itself to finally slay the dragon.

does NOT do land grab wars, bit of big typo there