Member Info for CleverThoughts

Before you all shout DYOR, I am, but I would like the viewpoint of folks that know ECR well.

What catalysts are we expecting over the next year? Cash in bank? Management performance and experience?

Panda, keeping this focused on POLYUS as we don't know the POLY figures yet but you're fixating only on revenue and profit. Due due to the geopolitical issues affecting POL/POLYUS, looking at the bigger picture has never been more important. They cash and cash eq is down 49% and debt has ballooned 33%.

Will POLY survive, very likely yes - SUBJECT to no direct sanctions issues (very unlikely) but sectoral mining sanctions very likely in the future as western options is decreasing of sanctions.

Must be nice seeing things with rosy tainted glasses - clearly I read numbers very differently to you both.

Can I suggest you have look at the summary again.

Net cash flow - 1H 49% down
Cash and cash equivalents - 1H 49% down
Net debt - 1H 33% up

These three figures above are an earthquake for any business alone. Cash is down 49% and debt is up 33%. You say "stockpiling gold" as if they've increased production by 200% and just stockpiling stockpiling stockpiling bars for $2500 gold hopefully next year.

Panda - Sales are down 19% and production down 15%, not much is being stockpiled by POLYUS. Poly will be stockpiling a little gold too, little being low-mid single digits, which is insignificant to all the bad numbers which are likely to be released by POLY.

Lets put it a different way, i think you be worried if your personal income (revenue) was down 19%, savings (cash & cash eq) down 49%, your debts up 33%

Newdeal - great input to a productive discussion. Keep it up.

Quite last few days....

Got a 5k buy set at 3.3...need to break out of this greed wanting it to drop 0.1-0.2 before I buy shares.

Terrible terrible results.

Everything that you would want up is severally down and everything you would want down is severally up. I can imagine POLY will be equally as bad if not worse. I shudder at what POLY posts if the giant POLYUS is doing this badly.

Gold production (koz) 1H 15% down
Gold sold (koz)- 1H 19% down
Total revenue - 1H 19% down
Operating profit - 1H 24% down
Net cash flow - 1H 49% down

All-in sustaining cash cost (AISC) per ounce sold ($/oz)- 26% up

Cash and cash equivalents - 1H 49% down
Net debt - 1H 33% up

Holding surprisingly well, I think the severity and coming escalation of Putins address this morning hasn't sunk in yet.

I suggest folks watch the highlights at a minimum on youtube.

To top up or not to top up, that is the question...

Opening tomorrow will set the pattern for the week.

This is toast for the foreseeable future. War is escalating and 50% of output is at major risk due to the court ruling.

Roger, can you post the link please? From what I see he hasn't given the address yet.

It's comedy if he thinks he can claim this as a win, he has ruined everything he built last 20 years. Took russia out pf the dort, humiliation and broken state of post soviet Union.

As my grand mother's says, it's not how you start but how finish that folks will remember you for. You can do a lifetime of good but you do something severely bad that's what you'll be remembered for. Not sure if he's finished in the near term but he won't be remembered for anything good now.

Ray you abuse the report button so much, LSE is going to disable it.

Very clear to everyone you were invested in POG and lost it all unless you prove it. We are all waiting.

Back soon, going to the gym xx

P.s POLY long. Au long. Sand long.

Why would I waste my precious time in reviewing thousands of your posts. You should prove you weren’t invested. Broker statement or anything to prove the negitive otherwise you are guilty infront of all your peers on LSE.

Breath yellow Ray Ray.

Fek is Seb Ray Ray? General mobilisation inbound. Unfortunately you can't give your Russian passport back little bunny,Vlad sending you to the front line.

Best man up Ray Ray, ain't no report button If someone shoots at you.

You'll be in my prayers.

How much cash is the company holding and how much do they burn every month?

6.5 stop losses being triggered.

50% of output! I won't be adding, far to much risk regardless if we are right. A court in which we have all our assets in country has ruled against us, regardless if it's corrupt or incorrect.

Khemisset can't be ignored. SP is so cheap, if the ESIA is approved and I suspect this is contingent on OCP having some sort of involvement.

I wanted to increase my position greatly in the FXPO but unsure how this will affect it going forward. The processing facilities are just as important as the mines.

Maksym, can you elaborate on your post?

What % of our output is Poltava mine? How much of the revenue will be affected?

Great the mine is being started up that shows the company is under severe supply chain issues and difficulty to operate under sanctions. Thankfully we have a lot of cash. I expect the debt to of ballooned massively.

The project went 30% over budget! So much for "outstanding project execution". This wouldn't be tolerated on any other project/share.