Member Info for big-blue

I think you'll find nothing changed hands.

Delusionist. You WISH NATO was getting tired to let Russia off the hook. Sorry but Russia is going to have to face the consequences of its actions this time. No wriggling out of it.

Oh dear, that is an incredibly simple overview. Even the Chinese issue Dollar bonds, commodities are brokered in Dollars and there is the little matter of petro-Dollars, sovereign Dollar funds and $100 Dollar bills in reserves, 75% of which are held outside of the US.

Even making a measurable dent in that with the trillions moved on a daily basis would require a major movement in international transaction policy.

The Dollar as a reserve didn't fall in 2008 with the credit crunch, and the decline in the Euro from 2014 with the prospect of EU states defaulting have strengthened the Dollar. The Yuan is still vulnerable to a major property crash in China, whilst Sterling as a reserve has been growing because it isn't in the Euro. Bit coin is si volatile and corrupt few will touch it.

The great new world order is along way off, extremely vulnerable to a raft of potential problems that makes pegging to the Yuan a very dangerous and risky option even in the short term.

It would t

" massive amounts of weapons"

If only. It could be ended within a week or two with Russian's running back to mummy. Sadly the support for Ukraine so far can best be described as tokenistic. They need air cover.

"Ukranians are leaving Ukraine in droves,"

I only hear news reports about people returning and how they are making the best of returning.

As for the Russian China pact- actually China is a neutral and has been more vocal about that recently. Remember China has eyes and ears all over the world and is capable of recognising Russia is trying to play it for a fool with all this NATO war rubbish. China is a proud nation, the belittling by Russia will eventually have consequences. A smart move by Zelensky would be to invite the Chinese to inspect any area to see for themselves there is no NATO force in Ukraine.

And that 20% land grab you mention, actually 'separatist' forces already were active or held most of that pre 2022 so all Russian forces have done is bolster the existing forces without hiding the flag. The 5% or so new land grab, mainly a strip along the southern coast, has been at a huge cost. There has been a complete failure trying to break out of existing areas and have had to even withdraw from areas occupied before 2022. Russia can barely hold on to where it is now with the huge effort it is making.

The Ukraine forces having nothing to be defeatist about. The exact opposite. And now modern tanks are, about 100 I think, are starting to arrive with trained crews. I seriously don't fancy Russia's chances from here on in. They've already lost and this is repeated from a wide range of military analysts all over the world. This is now about the end game, which method Russia will be kicked out of Ukraine, by force or retreat.

Ceding any territory rewards aggression. That appeasement policy towards Russia in it's other campaigns resulted in the escalation of the Ukraine war to what it is now. There will be no further appeasement because it will only guarantee further war from Russia. A red line has been drawn and Russia must step back over it. The west will not be backing down as long as Ukraine wishes to defend itself and it's borders as recognised by the UN. Russia could always petition the UN to recognise the border it has drawn on the map, but all the votes to date show they will fail.

Moscow and Putin know now they have flown too close to the sun, hence trying to widen the scope to involve NATO, the west, little green men from mars and even the Jedi.

"There is no risk of POLY Russian business facing cash shortfall whcih can become 'critical' in the near future."

Unless you are the company accountant, you can not make such a bold assertion - and that applies to every single business, public or private. It is why the cautionary notices apply to every single investment on any market. Cash is king and by far the one thing that leads businesses into troubled waters is cash flow. I have always run my businesses on real future cash flow basis and never borrowed against potential future sales or asset value because things can go tits up so fast. Your defence also alludes to another major potential pitfall, over expansion!

Certainly having a pile of product which is a base metal like gold is a greater protection than a pile of virgin bricks, but the company has to fund the operation of extracting and refining. And there is, as with all mining, an assumption the assay and geological survey will produce what is estimated. The bottom line is, it is a miner. And it has slipped down from the FTSE100 to SETSqx. Next stop AIM? Events, dear boy, events. POLY is not immune no matter how the activities and assets are spun out on paper.

It is fascinating as an outside observer looking at how people reinterpret a few key words and re-contextualise to suit their own bias. It is the act of delusion and wishful thinking. If there was the slightest waiving in support for Ukraine being able to defend itself, there would be no extension in the type of kit donated, i.e the few tanks beginning to arrive. Extending to aircraft is no longer being discussed, it is being actively researched in terms of deployment methodology. And here is another spectacular own goal for Putin. The aircraft suitable for donation are the east European MiGs and former Warsaw Pact variations. They would be replaced for the donor with much more modern NATO craft - well done Putin, you opened a door to rapid replacement of old NATO incompatible kit [again] with more NATO compatible kit strengthening NATO even further. Are you sure you want to face this in an all out war?

I have to ask. Is Putin actually our man in Moscow? Who's side is he actually working for? Everything he does seems to strengthen NATO more and more!

Maybe he knows he is going down in flames so forcing a war guaranteed to be lost for Russia is his retaliation against what he will believe was a sabotage by the oligarchs and military more interested in their own personal wealth than the glory of reinventing Russia as some sort of glorious superpower [aka Hitler and end of Germany WWII]. He probably feels abandoned and the last man standing, so Russia will get what it deserves. Except NATO as been extremely reserved so far despite piles of murdered children all over Ukraine. And China is also resisting being drawn in to a world war despite goading from Russia.

But that can not last forever and an incident will occur which will kick off the UN humanitarian intervention and a NATO/UN [Chinese troops?] force will enter Ukraine and stop the meaningless war, which is now what it has become.

Pay attention,
"JohnNth

Posts: 260

Price: 235.00

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RE: Shareholder Vote for listingToday 19:20

Russian business is delivering operating surplus but is cash flow negative due to huge capital expenditure developing new mines inside Russia."

JN, in your spirited attempt to prop up Poly's prospects, you inadvertently cite on of the most common issues that wipes out otherwise successful companies; CASH FLOW.

Commerce is littered with companies that should have been strong and sound. But without cash flow, you need credit but you have to show cash flow to service the debt. It catches even the best of them out when events turn against the company.

Split won't happy. ICT has nearly 25% to cast no, only needs a couple more %. There has been a move all along blocking the split on some belief the world is going to switch back to pre-war as if nothing happened. It is as delusional as believing NATO is at war with Russia. Because the company isn't splitting, the whole unit will be dragged down post war and if the debts can't be serviced without access to western money markets it will default with local banks. Russian government won't let it go under but they will nationalise it and I doubt there will be much compensation for none Russian shareholders.

Get professional independent financial advice!

Good luck to them.

I suppose some were hoping there would be an anniversary suspension of hostilities that might rally the sp. There isn't one so time to cut your loses. Unfortunately, once this tips off the cliff it could cascade down rather fast. It is now known what the plan is from the board. There is still no inkling of any name in London prepared to even float the idea of holding the GDR, and be clear if there was anything it would be leaked out to the market. Looks like it is heading down to my potential day trading zone. But it will need high volatility for me, probably induced with a spread bet boiler room crew working it. It's now in the right sort of listing to be used.

I expect <200 soon. Said so before. Read the room. It is kinda blindingly obvious.

You follow zero hedge? OK. That tells me everything I need to know about you. I note the narrative failed to mention the overwhelming UN votes against Russia, there was another yesterday, 141 against, 7 in favour.

"some hefty sells any ideas why anyone?"

People talking to their independent financial advisors?

The EU is already accepting Ukraine without the proviso Ukraine hand over Donbas to Russia. EU membership is not Russia's to negotiate with in the first place. This claim is just another classic propaganda lie direct from Moscow. This gives an insight in to just how twisted the fantasy world is inside Russia.

it looked like a tranche of posts were removed despite them being in response to what others had posted - then they reappear after I reinstated my responses. Confusing.

In response to others posting and raising this issue;

"and the presence of a UN security force to monitor this may well be part of any proposed settlement."

The configuration will be argued over but if a buffer zone is created, the Russians will expect to be part of the UN force with no NATO and use it to actually annex part of the territory like they did in Berlin and latter Kalingrad. This part of the proposal will be just buying time by Moscow before they try to re-invade. Can you imagine Moscow's response to the UN wagging it's finger because the Russian 'blue helmets' simply elbow out any other blue helmets on land Russia wishes to take for it's own?

"But if President Zelensky and the Ukrainian people can be persuaded that leaving the ethnically Russian areas of the Donbas as they currently are, in Russian hands, is the price for EU membership, then the other pieces of the ceasefire jigsaw puzzle may start to fall into place."

And when we get to this part at the end, we realise this is a private unedited blog by somebody who has a very poor understanding of the politics of the situation. In fact an earlier statement also showed this,
"The EU will ultimately follow the US position"
Huh? No chance. More likely the EU will find some alternative objection to any US line as it tries to be big and important and independent. EU will be huddled into one script through NATO commitment to the humanitarian ingress sanctioned through the UN on China's instruction more like.

In response to others posting and raising this issue;

Other little snippet. The deaths of so many high ranking Russians on the battlefield is not by luck or accident. Those generals inclined to act or assessed to potentially act independently of Moscow have been manoeuvred into harms way and movements even leaked to Ukraine contacts to unsuspectingly do the deed on behalf of Moscow. The expectation that it will be the generals that call it off has diminished since the November withdrawal was stymied to a tactical retreat and a large gathering of senior military in Kherson was hit by targeted Ukrainian fire. I am told that the Ukrainians may have been unwittingly used (at several such gatherings) to eliminate the dissenting military movement which, if allowed to develop, may have resulted in a withdrawal by now back to 2022 boundaries.

Again, I find this an interesting twist and credible when considering the remarkably high attrition rate amongst the Russian military top brass. Needless to say, those left are somewhat less inclined to talk of ending the war!