Member Info for CAW1

China moves to secure commodities rocked by Ukraine war

‘Russia accounted for nearly 18% of China’s imports of refined nickel as of the end of last year, and made up about 12% of aluminum and 26% of its palladium shipments. China also got almost 30% of its sunflower oil from Russia, while Ukraine supplied the rest.‘
https://www.mining.com/web/china-moves-to-secure-commodities-rocked-by-ukraine-war/
GLA

Seems unless China sanctions Russia there will be route to market. IMO there will also be China priced commodities from Russia cheaper than the rest of the world will be able to achieve from else where. Already happening with oil, Russian oil trading cheaper than RITW.

How sanctions against Russia and Russian entities might affect the supply and demand of platinum group metals

‘Russian palladium production broadly matches demand from China, which has not applied any sanctions on Russia.’
‘nickel and aluminium are more widely available as commodities with significantly larger markets and a greater number of market participants. It is also easier for Russian suppliers to find customers in non-sanctioned countries‘

https://platinuminvestment.com/files/438292/WPIC_Platinum_Essentials_March_2022%20(Russia%20impact%20on%20PGMs).pdf
GLA

‘Leonid ****sky, a senior Russian politician who was part of the Russian delegation in talks, said that the details of safe corridors will need to be worked out quickly.

He said that the next round of talks could lead to agreements, some of which would need to be ratified by Russian and Ukrainian parliaments.‘
https://www.irishexaminer.com/world/arid-40821294.html
GLA

Gap out of suspension between 7 and 8p
GLA

Trades round the time were higher so points to closing
Would think shorts jumping as not wanting to be 'Jubbed'
More to come i think - 4 small ones today so far revealed
GLA

Hi Tilly and all, part of these trades reported on the day
2022-02-28T08:12:34.590 GBX 10 100000 10000 Off-Book AIMX P AIMX

2022-02-28T08:18:25.637 GBX 9.95 966522 96168.939 Off-Book AIMX AMND P AIMX
2022-02-28T08:18:25.637 GBX 9.95 900000 89550 Off-Book AIMX P AIMX
GLA

6:31
Russian column near Kyiv hampered by breakdowns

Frank Gardner
BBC Security Correspondent
A handout satellite image made available by Maxar Technologies shows northern section of convoy southeast of Ivankiv, Ukraine, 28 February 2022
EPA/Maxar TechnologiesCopyright: EPA/Maxar Technologies
Some clarity on that massive Russian armoured column heading south towards Kyiv.

Close analysis of the latest satellite images by McKenzie Intelligence Services reveals the following:

The convoy is not 40 miles long, it’s a series of logistical ‘packets’ strung out along a major highway from the Belarus border, aiming to link up with Russian units on the northern outskirts of Kyiv.
The convoy appears to be hampered in several places by broken down vehicles.
The column consists of some armour (tanks) and infantry fighting vehicles but mainly logistical vehicles, implying plans for more than just a brief battle.
Separately, the imagery examined by McKenzie Intelligence Services shows a Russian parachute battalion dug in to the area of Hostomel airfield - Ukraine's most important international cargo airport and a key military airbase near Kyiv.

But their artillery is assessed to be outside the range of most of the capital.
GLA

'Russian billionaires' losses, now totaling $84 billion this year, have more than doubled since Russia invaded Ukraine less than a week ago'
https://africa.businessinsider.com/news/russian-billionaires-losses-now-totaling-dollar84-billion-this-year-have-more-than/nnbc6yt
GLA

Rhodium flying at $20250/oz
GLA

Evening Mooching, agree with most of what you said/say. No markets and MM's have no feelings and ultimately that's how the steel your money and pass it on to their mates. PI's are continually playing against the wind and up hill and throw in geopolitics they will milk everything so they make their money. In a way that was your point, why can they MM's profit by playing the market at these times and we can not, it just could have been said in a different way.
GLA

Not good Mooching - 'Personally, I'm hoping it carries on for a few weeks so I can feed a new ISA with £20k worth of ultra cheap EUA stock'
You want 10's of thousands to die for a 20k ISA top up and cheap shares!
GLA

Still working away at WK - compare 14th to 26th
https://apps.sentinel-hub.com/sentinel-playground/?source=S2&lat=59.5353966137295&lng=58.933753967285156&zoom=14&preset=1-NATURAL-COLOR&layers=B01,B02,B03&maxcc=100&gain=1.0&gamma=1.0&time=2021-08-01%7C2022-02-26&atmFilter=&showDates=false
GLA

Don’t do politics but for what it’s worth there is only one event that could end the madness.
My view is that VP saw the writing on the wall and this is his final act for him to go down in history before a fatal end.
The only potential light at the end of the tunnel is if the Russian public and inner circle turn on VP and he is ‘removed’, army retreat and some serious grovelling happens for a number of years.
Hopefully this madness ends soon
GLA

I believe GFD was removed from Twitter, his abuse caught up with him when he abused Ian Rawlinson in a tweet which ultimately he asked him to take him to court for slander
GLA

Seems 12p is a barrier at the moment. 1m+ sells slapping on deck as soon as bid hits it. Once clear may be a chance
GLA

Not the best thing to be doing and gloating about peoples miss fortune in war and stocks IMO - People are dying through no fault of their own.
GLA

Sonic, re read the posts and engage brain, I know it takes you 3hrs to work things out!
‘It's a shame it took me till after hours to fathom it.’
GLA

Hi 1st - EUA rns states as of this morning sanctions. ACF misses this part out - you could presume from their tweet and as they are a research company that ‘sanctions’ will not matter to eua now and in the future
GLA
GLA

Bold statement and hope they are right.
ACF Equity Research
@ACFER01
#EUA 23 Feb 2022 RNS – it appears that $EUA will not be impacted by US/EU/UK #sanctions on its operations or activities. #ACFView
GLA

MRBAgency@MRBAgencySurprisingly, @NornickelGroup appear not to be on the ????gov
Hydrogen project list

& yet...

“Nornickel to make a significant contribution to the global economic framework by facilitating... the development of renewables and hydrogen energy.”
(Apr 29, 2021)
https://mobile.twitter.com/MRBAgency/status/1496538170317586439
GLA