Member Info for big-blue

Lot of stock taking a hit, poly will be also absorbing sentiment about how gold sanctions might work. Might be time to think about adding more soon.

Some of you are absolutely deluded. Still expecting Ukraine to just roll over and do what it's told. You really haven't a clue. There is no deal, the world is simply not going to flip back to prewar, Russia is permanently damaged, the sp is never going back to pre war levels. It's time some of you faced the facts. You are in complete denial.

It's the reserves not mining implicated, so Russia would have have to buy poly gold and put it in the reserves but then not be able to sell through various channels.

This is interesting. If Russia is making so much from oil why is it putting gold on the market? Some here are telling us the coffer's are overflowing so shouldn't they be buying gold? And what currency is being used? I guess dollars, because they can't buy anything abroad with the Mickey Mouse money. Russia is starving for hard currency me thinks!

" DUMB. The brilliant ukr did such a great job of laying 1.000+mines"

Interesting, you use the European point rather than comma. A federalist. Makes sense given how you align yourself to the Russian sympathetic countries like Germany. You must be gutted to see even Germany moving away from appeasing and turning to hard line against Russia. Boo hoo.

https://www.politico.eu/article/plotner-unplugged-top-germany-adviser-controversy-russia-comments/

" DUMB. The brilliant ukr did such a great job of laying 1.000+mines"

Interesting, you use the European point rather than comma. A federalist. Makes sense given how you align yourself to the Russian sympathetic countries like Germany. You must be gutted to see even Germany moving away from appeasing and turning to hard line against Russia. Boo hoo.

https://www.politico.eu/article/plotner-unplugged-top-germany-adviser-controversy-russia-comments/

https://www.reuters.com/world/europe/howitzers-arrive-ukraine-first-pledged-weapons-package-germany-2022-06-21/?rpc=401&

It starts!!!

"Maybe a TR1 tomorrow?"

errmm, volume has been in the low 10s of thousands for weeks. How on earth has somebody bought or sold enough to trigger a TR1?

"Then why have Putin's tax receipts reached a record level,

Oh yeah! Proof? Don't forget the pinch of salt!

Strong currency bad for exports (lower relative income per unt), good for imports (more units per currency unit).

Err unless your imports are sanctioned both officially and unofficially. Then there is the Zimbabwe effect where you try to hand over sequestrated assets from those who know how to manage them to those who have no idea.

Oh dear Russia. You are heading rapidly to third world country status. Won't matter if nukes become involved really.

"The representative mentioned that yesterday 5-6 market makers were trading Polymetal, but today none are. "

And there is the detail giving away that these are spoof emails or conversations with the company.

There is always at least one mm trading. Every London share has at least one market maker assigned.

"Atleast we don’t have the daily peace talk now" although the BBC Today programme was trying to push it as an inevitable with some academic who went around the houses a bit before coming on message.

Now I have it in my mind the short list is restricted to those approved in London only which implies on of the ones either expelled due to sanctions or who have self-sanctioned [something which is actually gathering momentum incidentally]. Don't know why I have that as a definite but there was something from a couple of month ago describing which 3 were candidates.

On self-sanctioning, as supply chains dry up and the real policies emerge of refusing tenders from companies with toxic assets, of which Russia is now very much included, more companies other than just brand names are pulling out in the technical, medical, engineering, processing and scientific fields. It is a bit of a revolution in fact but most of this is independent from government direction The people's sanctions i you like. Russia is going to be knackered very soon.

The mm is obliged to try and create a market. On very low volume this is difficult. Because mm have to accept sells when there is no buy to matc, to keep the maret liquid, they invariably end up holding shares in treasury. To off load these they have to keep stepping the price down. FTSE low volume sp drift is a technical issue that can be corrected in the blink of an eye. Having said that, there are few buyer around reflecting the risk associated with the stock. Everybody is sitting on their hands waiting for geopolitical events to shift and'or news on the restructuring of the company.

Incidentally, it dawned on me we know the answer on the split. The most likely auditors no longer operate in Russia, so to be appointed for Polymeal, Poly would have to have no assets in Russia. We are told there is a short list and there will be an appointment, ergo there will not be a Russian component of the company by that time. QED!!

and you wonder why I don't trust these claimed correspondence from the company. That would be RNS news declaring a dividend payment date.

https://www.thenationalnews.com/world/europe/2022/06/20/russia-generals-forced-to-sell-off-family-silver-to-generate-troops/

War of attrition. Well done to the idiots that delayed sending the promised weapons. Ukraine would have probably turned over most of Donbas by now.

Let's hope the new kit arrives this week. And the push south is interesting too. Is that where the current new weapons supplied are I wonder.

load of rubbish, that would be insider trading

https://eurasianet.org/kazakhstan-russia-frictions-over-ukraine-war-go-public

Not looking good.

https://www.thedailybeast.com/youll-never-guess-the-lie-putin-has-come-up-with-now

"Simonyan claimed that one of Putin’s reasons for not carrying out more intense bombings in major cities was a rather practical one: “He said, “Would we want to turn those cities into Stalingrad?” Indeed, our people are there! Those are our future cities! It’s obvious... This is our land and our people, we’ll later have to restore it.”

After her secretive meetings with Putin, Simonyan—who for years promoted the idea of Russia’s armed intervention in neighboring countries—emerged with a drastically different iteration of the events being witnessed by the rest of the world. She outright denied that Russia is waging either a war or even a special operation in Ukraine. Instead, Simonyan alleged, there is a civil war and Russia simply took the side of the Russians."

Pop your eyeballs back in, this is all real world stuff.

" I wouldn’t be holding my breath for a quick resolution there."

You are seriously trying to have us believe this overtly informal style is coming from the company? No legal eagle would ever allow the entire text be released. It is far to liaise fair and would be picked up by dozens of industry publications. Never seen one of these informal company responses referenced anywhere.

You're absolutely full of it.

"The beast is already in the house. Do you try and fight him off knowing full well that he may destroy you further or do you take a step back and rethink your strategy???"

What do you expect the beast to do while you are rethinking? Make a cup of tea? And what other strategy do you have? You think the beast is going to share the ouse with you? No, you have no other option but to fight the beast and remove it from the house.

Your philosophy sounds so pure and simple right up to the moment you are face to face with an agresor that only sees your annihilation. You can not sweet talk or reason with aggression.

e

captainswag, have you ever had to fight for your life? At the point you cross the line to commit having exhausted other options the one single intention on the mind is if you die at that moment yo do as much possible damage to the other guy as you can, and hopefully take him out with you, pull him off the building with you.

The manner of the war Putin has fought, child murder, direct civilian attacks, total destruction, siege tactics. The line has been drawn out and the Ukrainians have stepped over to defend themselves. It is a state of mind no amount of bombs or bullets will stop. Yes, this war needs to end quick, but it will not end with any 'peace' deal as there is no longer a deal to make. That opportunity is long gone and buried under the rubble of a school or hospital.