The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
...what could go wrong.
https://www.thetimes.co.uk/article/the-struggle-to-save-the-minds-of-traumatised-troops-before-sending-them-back-out-2j73g2z5w
Poly SP $4.94 and this is with all the uncertainties around it.
A sale and a special dividend takes polymetal to $10 minimum in my opinion.
We will have a company with
1. A credible and competent management especially after navigating all the sanctions and counter sanctions.
2. A debt free company.
3. A cash rich company.
4. A dividend paying company
5. A gold producer.
That has to be worth $10 minimum. Think of all the indexes and trackers that will want back in.
Https://www.thedailybeast.com/the-real-reason-thousands-are-fleeing-conscription-in-ukraine
āI donāt want to die. I hear that a lot of soldiers who come back from the frontline have psychological issues. They are different men,ā says the man who The Daily Beast will call Sergei. āSome will probably have drinking problems and a lot of other issues and no future. I want to have a future.ā
I can never respect hypocrites like Jotom and alter ego. They come on here and bash Putin/Russia but are happy to make "blood profits".
Absolute hypocrites trying to fake morals.
I lose patience sometimes with some of the questions people ask.
Nesis said the payments of dividends will be subject to a successful sale of the Russian business. He will not want to annoy people in Moscow by paying dividends from a Russian asset to people from unfriendly countries.
It is blindingly obvious that everything polymetal is tied to the sale of the Russian assets
Shar price rise
Dividends and
Return to LSE
Are all dependent on the sale of PolyR.
Https://www.france24.com/en/live-news/20240105-as-losses-mount-ukrainians-fiercely-debate-future-of-draft
Ukraine is running out of Soldiers.
Now they are slowly facing up to reality. Zaluzhny has a meltdown says he needs more Soldiersš.
I see Novicehunter has returned just in time to send Zaluzhny the 3million troops he has kept in standby. š¤”š¤”
Oh one last thing. I sourced the news from a NATO country press to avoid claims of Russian propaganda š¤£š¤£
#Realityinterrupts
50% discount is for companies from non friendly jurisdictions. That does not apply to Poly. The sticky issue for Poly is that zlyou are selling a sanctioned business so the buyer will "struggle" to sell the gold.
Also Poly has committed to the AIX to sell PolyR so the buyers know this and that weakens Nesis hand . But yes fingers crossed
Https://twitter.com/MyLordBebo/status/1740815811366072744?t=ihaLmVQvshmXSWzebLOogw&s=19
Ukraine now sends those with special needs to the frontlines.
So much winning. This is exactly what the Nazis did -killing off the disabled in their society. Oh wait these are the banderite NeoNazis.
Https://www.thetimes.co.uk/article/when-how-will-ukraine-war-russia-end-2024-3bh9bvswr
Sometimes you don't even need to explain.
Reality is Interrupting fantasies in the Ukrainian Parliament š¤£
I actually think his phone was been discovered and confiscated during a prison search.
Https://www.economist.com/europe/2023/12/17/ukraines-army-is-struggling-to-find-good-recruits
Extract:
The newĀ recruits came from a variety of backgrounds, but they shared one thing: after rudimentary training in western Europe, none of them expected to be deployed to an assault unit at the hottest section of the Ukrainian front line. Some had signed up voluntarily, expecting to be given places in units that suited their profiles: as drone operators or artillery men. Others were plucked from their villages with little warning. One older recruit didnāt even have the chance to pick up his false teeth. After less than a week in the trenches of the Donbas, in eastern Ukraine, the platoon of 20 had been reduced by six. Three had been killed in action, three seriously wounded.
Analysis: One older recruit didn't even have the chance to pick up his false teeth. Let that sink in.
How old was he? Cos false teeth comes with a certain age. That tells you how desperate the man power shortage is.
Secondly in Less than a week a platoon of 20 lost 6 people. Wow. But we are supposed to believe the lie that Ukraine has losses of less than 100k in 2 years of fighting š¤£š¤£š¤£.
When you are sending poorly trained, unfit, old aged pensioners to the war front.
So if the are losing 6 in less than a week then extrapolate that across the Ukrainian army.
Remember the life expectancy of 4 hours in Bakhmut?
But let's ignore all that and just believe that Ukraine is winning š¤£š¤£š¤£š¤£š¤£.
#SlavaUkraini š¤£š¤£
#RealityInterrupts again.
Https://www.nytimes.com/2023/12/11/us/politics/us-ukraine-war-strategy.html
"The United States is stepping up the face-to-face military advice it provides to Ukraine, dispatching a three-star general to Kyiv to spend considerable time on the ground.Ā ",
America is now directly involved in this war. Russia has the right to strike Germany and the USA.
Secondly the article is a clear admission of failure by Ukraine. The USA has to send a general to Kyiv to oversee the war.
Now they no longer talk about winning the war, now they talk about strengthening Ukraineās hand at the negotiating table. So translation means right now Russia is winning and Ukraine has no bargaining chips.
So why didn't they just implement the Minsk agreements? Why did all these Ukrainians have to die first?
Article headline:
Ukrainians question Volodymyr Zelenskyyās ārose-tintedā speeches
https://www.ft.com/content/7ec4e810-33e3-44ca-8744-e01cb9f82c28
Translation: They are tired of the lies and don't belive it anymore.
Reality has interrupted the fantasy in Ukraine.s
Chip chip chip.
Any way back to Reality Interrupting fantasies...
https://www.bbc.co.uk/news/world-us-canada-67585902
I thought Zelensky was the darling of US Congress. Remember his last appearance were he was treated like a Rock star ? Why is he canceling now?
I guess the US has realised they are dealing with Blackmailers. š¤£
Just keep one word in mind - Burisma.
like i said jotom is big-blue by another name.
now he wants to talk about russian kleptotocrats.
what had that got to do with the war? another tangent he wants to go off on - classic big-blue. if he was so worried about kleptocrats why did he invest in polymetal - hypocrite? and if he didn't why is he posting here? another big-blue classic action.
but talking about kleptopia being an enemy of democracy...
37 billion vanished by boris track and trace.
michelle mone and dodgy ppe.
han**** pub landlord getting 100k for ppe.
you think you are any better than johnny foreigner. š¤”
Https://www.express.co.uk/news/world/1842055/ukraine-war-russia-volodymyr-zelensky-under-pressure
Uk about to pressure Zelensky to negotiate with Russia.
Chip chip chip. š¤£š¤£
Oh did I mention the secret UK meeting with Russia behind Ukraine's back?
https://inews.co.uk/news/uk-secret-talks-russia-ukraine-war-2633482
This is a classic "puff puff pass".
Ukraine and Zelensky is being passed around like a cheap ....
Https://www.bbc.co.uk/news/world-europe-67565508
Even the BBC are now forced to tell the truth. š¤£.
The same BBC that said the Russians are attacking with Shovels now say the Ukrainians are outgunned. Did they mean "out shovelled" ?š¤£
They are Now tripping over their own lies.
Read how Ukraine is sending poorly trained soldiers to the front to die. As well as all the other desperate stuff going on.
Chip chip chip š¤£
Bonus link
An Austrian Military man says Ukraine is losing no point fighting on. Negotiations should start.
https://www.tagesschau.de/ausland/europa/ukraine-krieg-interview-100.html
Not the sounds of victory if you ask me.
Reality is B*tch always interrupting beautiful fantasies. š¤£
Meanwhile NATO Sec Gen has caught a dose of reality too.
https://www.ardmediathek.de/video/tagesschau24/exlusiv-interview-mit-nato-generalsekretaer-stoltenberg-nach-dem-grossangriff-russlands-ist-die-lage-fuer-die-ukraine-kritisch/tagesschau24/Y3JpZDovL3RhZ2Vzc2NoYXUuZGUvYzUwM2RlZWYtNjNkOS00ZmI5LWJlN2ItYjViM2IyNGI4YWMx
Says we should prepare for bad news, also says thr situation is critical for Ukraine.
DOESN'T sound like winning to me š¤£
Chip chip chip.
[Reality] Itās coming home, it's coming home ...
Klitschko seems to be giving a lot of interviews recently, none of them good. Seems like positioning for a Post Zelensky era.
https://www.20min.ch/story/interview-vitali-klitschko-ueber-selenski-sprichwoerter-korruption-und-neid-263819931851
Inthe link above he says he agrees with Zaluzhny regarding the stalemate at thr front. Hmmm he also calls a certain midget a liar. š¤£
In this next interview he calls that same midget authoritarian
https://news.yahoo.com/klitschko-says-ukraine-turning-authoritarian-230715013.html
Is the little green man's days numbered?
A zaluzhny- Klitschko ticket?
Chip chip chip š¤£