March on13 Nov 2022 08:32
Interesting article in the times today. It suggests the practicalities of a peace deal won't happen. Kherson is a victory and Putin is happy to take tactical losses without giving up Crimea. Zelensky is emboldened and wants to regain all territories whilst on a winning path. If pushed then Putin will tighten the screws.
My take on this is the poly price will stabilise at this level or possibly drift until significant news of gold sales, dividends, demerger of assets.
The key question is will peace be struck before we get poly specific updates? From the title, bring on march 23. I think the poly news will precede peace.