RE: All Wars end3 Mar 2023 09:51
"Rumours of Bakhmut falling..."
As I posted a week or two ago, Russian army bleeding to death from a thousand cuts - I had that from reliable sources and Russia is bleeding heavily over this zone of contact, very heavily. There is nothing remotely qualifying a 70% loss on the Ukraine side, that is a complete nonsense. The army would cease to function. The Ukrainian side has openly stated they are only staying as long as large losses can be inflicted on the Russian army. A thousand cuts. Russia has destroyed Bakhmut, there is nothing left to defend, or fight for. As long as it serves the purpose for destroying Russian forces, 'wave after wave' of them, Ukraine forces will take advantage. When it no longer serves a purpose, it will be abandoned at the discretion of the Ukrainian forces. But as with the strip of land on the coast, the expenditure of lives, casualties, money, resources and equipment for territory that can not be defended long term simply exposes the folly of the tactic.
And this is where the longer term effect will significantly impact POLY. This idea that once Russia puts a Jack boot on a piece of land, that land defaults to Russia forever and the landowner is obliged to sign it away forever, is a nonsense. That land does not become Russian and there will follow a never ending campaign to recover the land. And the supporters of Ukraine have made it blunt plain and clear that support will be never ending in supporting reclamation. So being linked to an open ended land conflict is not a clever place to position the company.