Member Info for CleverThoughts

Interesting they haven't decreased their position in POLY but here. What do they know? Is UKR Gov going ot make a move on FXPO due to the corrupt oligarch paying bribes to supreme court judges, an increased risk to the processing facilities or a simple risk-reducing move?

Bring on sub 80p!

Glory Ukraine and FXPO!!!

Still early in the counter offensive but the Ukrainians have had significant losses in people and armour. The people can be replaced easier than the armour thats as it comes from western states whos stockpiles are very low.

So far not good, russians are seriously trenched in with major defensive lines.

Productive info.

When did ii introduce this? One final top up at some point for me....

No news does that....

I still think the ESIA will com eventually, but who knows when - tomorrow, next month, next year.....

Below 10p and LTH, you're on to a winner here.

Let it go BSR, not looking good for you. I named multiple companies but you can name one.

"Fair value and special divi" :)

Time to move on I think....We can agree to disagree

Hi John, not implying POLY can be cornered into a sale. Simply stating fair value doesn't exist in Russia right now. There is not one case. No international buyers, so no competitive sell, only buyers are crooks, simple russian predatory crooks.

It also has $2.5b in debt, mostly on POLY R. Anyone thinking of fair value or a "special divi" with 2.5b in debt is living in the clouds or ramping.

World class assets and management but due to geo poltics all has been turned upside down.

Go Cine.

Bsr, doubling down on this? I named multiple companies, your turn? Can't be hard to name a company which has been given fair value? Just one, all i ask is one during the exodus of companies from Russia.

Maybe just stay quiet on this one and let it be lost in the board.

Long live POLY, dreams of fair value, and special divi when we have $2.5b in debt!

Bsr, the onus is on you good sir to prove it. I named you the companies as requested and from friendly jurisdictions. As for links - our discussion isn't that important to be googling for you but yet again the onus is on you so name one company, just one which has sold for fair value over the past 15 months or so in the Russian Federation?

Good night and wish you sweet dreams of fair value and special divi ;)

BSR, Sorry for not responding sooner. My lunch, job, underground tube journey, gym, dinner and family time got in the way. How dare I not put LSE and you first.

I'll go even further for you and name companies from.super friendly countries, including India, Russias oldest ally.

Indian conglomerate giant Tata Steel and tech giant Infosys or how about Chinese? Lenovo, DiDi and even Huawei.

I'm not trying to convince anyone, so you should be naming a company/posting links which has been sold for fair value.

Only an idiot would fair value in Russia when its flash sale! The last time we seen this is the collapse of the soviet union and the crooks but everything they could for penny to the pound.

I apologise for calling you a dwarf. Im sure your rather tall.

Not like me to be name calling.

BSR, you're a little sensitive aren't you. I'll be sure to pick this up with you when POLY R is unloaded at an extreme discount with zero special divi. Not one company has been bought at fair value regardless if its deemed friendly or unfriendly, not one. Its a buyers market in Russia and an extreme buyers one at that. Only buyers are Russian crooks who'll buy it for next to nothing like everything else they've bought before. Not Iceland shopping cheap but thailand foodstall cheap, and not thailand foot stall in a busy tourist area cheap but thailand foodstall down a side street and down another side street with no foot fall cheap.

Past precedent for the past year shows the above is correct and you little dwarf are incorrect.

Keep dreaming for that special divi.

This geo poltical situation has really F-d it for the company and anything Russia linked not just POLY.

BSR why do you expect fair value for POLY R when not one asset sale regardless of industry has been sold for fair value?

Based on every sale of an asset not just mining, they have been sold far below real value. Just a few names - Contential, Michelin, Renault, VW, Societe generale, BASF, Shell ($6b under value sold), Mcdonalds, and Schneider - all left for peanuts for what the asset's real value.

Kinross Mine initially agreed $680m for the mines which was already 5 times less than its real value and weeks later it was halved again to $340m. At the time of Kinross sale, sanctions were considerably less.

No foreign entities are investing in Russia, including BRICS. The only buyers will be the Russian predators and they will take it over for next to nothing, just like they've done with every other asset. Keep in mind there is over $2b in debt to the Russian entity, so a special dividend will never ever happen. The sale price will cover a fraction of the debt.

I believe the POLY will now sell POLY R. Just to toxic in thu

Is climate.

Based on the last few sales of gold assets in Russia such as highland Gold. Will likely be sold for peanuts.

Long live POLY.

Im all in once it reaches sub 80p....inevitable.

The fxpo legend and Ukraine will live on and prosper.

Im all in once it reaches sub 80p

Waiting for sub 140p Carl....inevitable.

I will miss you all especially you Carl.

Waiting for sub 140....inevitable!

The dates they give are accurate. Ive done it many times.

Easy folks.....nearly all would of sold out already and Bar is a small broker. Dont expect much.

I still think we'll see 150 soon.