Member Info for CleverThoughts

The sinking of the SP will be either Q4 results or the inevitable rns of stockpiles done and no production due to power - whichever catalyst comes first.

Checkmate

Fxpo is a great hold LONG TERM but right now it's not time to be holding it. I'm disbelief how the sp is so high - active war, no power, no mining, no processing and selling "stockpiles".

Waiting for the inevitable bad rns which will sink this legendary dividend payer to new lows and I'll be waiting like a predator in the long grass for pound of FXPO.

Long live Ukraine and FXPO.

EU has just appointed former ambassador to US as Sanctions envoy to Russia. Will be travelling EU cracking the whip to ensure sanctions are enforced and maximizing sanctions pain on Russia - first stop Turkey.

No peace in sight...

More arms including long range weapons and SAMS being delivered to UKR, the budget for UKR being funded by NATO+, Russia building strong defensive positions and more drones and short range ballistic missiles will be delivered by Iran soon, Russia making a concentrated effort to destroy as much possible specifically critical infrastructure and subsequently migration from UKR to EU and before you know it we'll be in early spring and hostilities proceeding full speed by the UKRS.

Love not war, gold not fools gold.

Has anyone seriously crunched some numbers to see how much we're worth per share in 2030?

Drone strikes continuing - 1.5m people in and around Odessa will be without power for weeks or months after todays attacks.

reuters.com/world/europe/russian-drone-attacks-target-power-network-ukraines-odesa-officials-2022-12-10/

For maximum value, this should be considered a very long term hold. Building a decent position in my SIPP.

May the suppressed prices continue.

I can only see the split being fast tracked now.

Just because its domiciled in jersey and listed on lse doesnt mean our delinquent politicians will give Poly or Nesis a pass. Paint the picture as you like but in the eyes of politicians they see it as Russian - majority of shareholders Russian including oligarchs, main income source is in russia, majority of operations are in Russia. It's the same script I heard on the EVR board until it was sanctioned without any notice. Again, 2 down, 2 to go.

Anyway, just wait and see...

Im afraid I never said they are dumping their position. I said you'll be surprised at the tanking in sp of they do and they rns AFTER the fact when it's too late for us PI's

Nice to see I'm such a focus on this board.

Inevitable the SP is going lower until we have clarity - 2 down (POG and EVR) two to go (POLY and EUA). How do you like those odds? The politicians are out for everything Russian.

Decent rns...

I was waiting for £2s to top up....

Yes now I'm out....hope you're OK with that. You seem a lot worked up.

The way markets are even good news brings stocks down, a sniff of bad news and SP goes 10% in a day (never mind talk of sanctions).

Blue has it spot, its not as simple as resmelted, stamped, and sold to whoever. Its all regulated and companies are wary PLUS POLY will not break the law, they're a FTSE listed company. Folks need to wake up and be realistic.

Buckeye, a massive chunk would of been dumped by the time the rns is released.

Geo politics is catching up with poly.

Long live poly!!!!!!!

Just my opinion but I think folks will be in for mighty shock once they wake up and Blackrock is dumping their position.

I'm out....

Not been publicized on mass yet....

The geo-political risk is now on mining and gold will be the chief target due to it being a product to store value.

Be sure uk will be on board with the 9th package or something similar and likely more hardline...

Sectoral sanctions on mining and 180 new individuals....

Ft as well