Member Info for chique

Balchik Marina

on the black sea JAB , not far from Crimea :-)

Me too off for an afternoons sailing.

Before the war fertiliser companies were cutting production due to high energy prices , and fertiliser prices were rising considerably this is what brought on the initial sales surge.

If you read my posts you will see that I sold a portion of my overall holdings , 300,000 of my holding at around 16.2xx ish which I replaced on the drop to mid 9's.

Most posters I read on here realised the 1st quarter spike was the initial shock of pricing and I for one did not expect that to continue.

One reason being was that Brazil would be classed as a friendly country with Russia

We still have the elevated price though and are building up a good customer base due to the initial shortage and elevated prices of fertiliser.

This is more and more the ' polytical chat board '

Time to go find somewhere else to air your views about the world events , if we all did the board would have any POLY content hidden amongst hundreds of posts.

But all of us do not , unless there is a direct effect on our investment.

john4242

I said the accounts were pretty much as expected , I thought there may be an impairment also and that this would affect confidence 'short term'

Going forward I am now fully reloaded ready for the the next updates and accounts which I believe will show a good bottom line.

In addition as soon as potential buyers see the trajectory we should begin to pick up ' forward PE ratings '

If you are a holder I believe you will see a good capital gain from HMI , but we cannot expect the board to be pandering to investors who want to micro analyse the company on a daily basis.

You are either a new trader merde , or you used to have an old account that you cannot use anymore , maybe because you embarrassed yourself with comments on that account.

Whichever it is your opinions mean 0 to me

Good questions newdealz

It would have been nice to have more meat on the bone for the potential MBO and how this protects existing value from being eroded

We are currently shoring up the Russian assets with a lot of cash for parts etc.

wow - you can see which posters never bought when we were sub 200p - desperate to try any way to knock it down.

The price will fluctuate but I doubt anyone will take a blind bit of notice to their biased analysis.

If you never expected the accounts to be as they were then you're research was a bit lacking , they were pretty much in line with mine.

Which is why this year I expect a healthy bottom line.

You have posted ONLY in HMI this month 36 posts , if not because of interest , then why?

and like I said the other day if you cannot see a road ahead , and the profits ahead - move on and feel better.

I shall feel better staying as a holder. :-)

" hence the lack of interest in the share "

Majority of trades today are buys , and I would suggest you are ' very interested ' , otherwise why would you post on the HMI chat so much.

Rouble weakened a bit with interest rate drop by central bank of Russia

same here I am getting distortion with certain frequencies in one ear due to a lot of hand tool work recently

Does anyone recall the timeline for POX in kazakstan?

I heard him say 3rd quarter but did not hear clearly what by 3rd quarter

should have said bid price was 10.90 when transaction was reported

HMI Market maker really into late reporting , latest 100,000 transaction is late but is exactly the current offer price of 10.90 , but because it was late the transaction took place when the ask was 10.90

The unwinding is this year , but they will still obviously keep spare parts and have a clear plan of re-using , cannibalising , new from china etc

Seriously - go back a re-listen

You need to go back and listen to the conference - they said the spare parts excess would be 'unwinding'

ocuulusy

They told us the increase in debt was because they bought up all the spare parts from the exiting service company so maintenance was in house , and that this excess parts level would unwind as we go through the year. In addition they also said sales of gold inventory would also decrease what you call escalating debt.