Member Info for Christo4

Good question

Called it… Blue finish. Blue! Why? All that downward pressure was to fill some big buy orders at lower levels. MM’s doing the II clients favours as usual. Say after a Berenberg downgrade, who’d have thought it lol

Divi unlikely, even though I'll vote to receive it

Still on for a possible blue finish. Need a final push

At least they presented a peace deal. It means they're still talking, regardless of the war crimes news etc

My trading range is 280p to 350p until significant news of ceasefire/peace and sanctions removal. We dipped below that today but now returning to the comfort zone.

If this closes blue we're in for a huge end to the week :)

Personally, I will vote to take the divi. It's business as usual so why not show investors that! It'll give confidence to the SP and show the weak what they're missing out on

seems like a sensible trading range... buy under 50p and sell over a tenner... simples!

You all fell for it. Berenberg knows who you are and will add you all to their "suckers" list! Best stay out the markets as you don't have the minerals for it.

And what a price! You're effectively buying £10 notes for £5. Your future self thanks you for such a smart investment

This is hugely oversold again on sanction fears. It's the bank POLY owe money to that are sanctioned, not POLY. If they can't pay their loan repayment that affects the bank, not the business. They'll just keep that cash on account until sanctions are removed then service their debts accordingly. If they needed money from the bank then that would hinder business but they have cash on account, which instead of being used to pay dividend they can keep to service the business if necessary. I do not see the issue other than fear!

I do think pricing this company is very hard. At maximum risk you could write off the Russian business and separate the Kazakhstan business. In that scenario £3/4 is realistic. I’d own this company on the basis that it’s extremely well priced even just for the Kazak side. If you can get an equally priced Russian business for free, that may or may not pay off that’s the best risk/reward you’re ever going to find!

I almost sold at £4... I still think this goes to £5/6 before Xmas but it's going to be a bumpy ride. I just hope they pay dividends along the way

Is it possible to take delivery of your stock certs and arbitrage them on the MOEX via Gazprom bank or the like?

this should be 20/25p anyway, without the gov payment. 30-40p when they do get paid then up and up from there.

Finally broker 12p. That's a big barrier gone

Talks of war crime is just delaying peace talks. Those rocket moves we're waiting for are going to come but now we've got to wait longer

It's the Spartan chant from the movie 300. When asked by King Leonidas "What is their profession?", this is what they reply :)

So much deramping and still it holds like a line of Spartans shoulder to shoulder.