Member Info for CleverThoughts

Grant many posters would disagree with you. I point out less of the positives due to the fact there is plenty of rampers here who do that and highlight extreme risk associated with POLY. Love the assets and gold fundamentals but not whats happening vs Russia sanctions. Simple as that, I have no agenda, no shorting, just voicing my opinion, It was me against the whole board of EVR, i repeated myself a thousand times and pointed out hard facts that poster child oligarch will be sanctioned and this share is done for, but i was sadly ignored. Again just my IMO, less risk in POLY but it is still very very high.

Just look at 1 months history, and you can predict the future somewhat. Everything is getting worse for Russian economy and Russian linked stocks and war is at a point that no one has upper hand so they can sue for peace in their favour which means more extreme measures by the Russians, and Ukrainians being given more lethal weapons. There is talk of supplying cruise missiles to Ukr to target Russian cities. Do you folks get the MassiveRay escalation that is??? Putin will have to answer why Moscow and st Petersburg is being bombed AND you all should be aware Russia has a 1st use policy of nuclear weapons specifically tactical nukes (mini nukes). Its getting beyond scary....

Assuming you mean increase of BR holdings on Bloomberg? Wonder why we haven't received a Tr1, any constructive comments on this? It seems very out of step with the whole world if they are increasing exposure. As big and powerful BR is in the U.S and globally with lobbying the Anti Russian sentiment is much stronger and U.S is fundamentally anti Russian especially in congress. Take note, during election cycles which is mid-terms coming up in a few months anti Russian hysteria increases by politicians. Republicans will be out to smash biden for not being tough, whether or not he has been.

Splice - sanctions start off somewhere, just because he hasn't been sanctioned by anyone, doesn't mean he wont be. Agreed yes its harsh on the remaining shareholders but the Gov doesn't give a damn about you! Who the hell are you! The Gov couldn't care less if you loose your money, they've been warning you for weeks with increased sanctions and sunuk stood in parliament in the beginning of the conflict and said don't make investments anything Russian. The bigger fish is stopping the war before it leads to ww3. Not trying to be offensive, just making a point. Beers on you when you get your special divi late summer/early aut I say (if the share is not suspended and we are all still here), this May divi wont be paid IMO.

Hopefully an uneventful weekend lies ahead although Biden is due to give a "major speech" tomorrow.

I am waiting and watching to see if I should join the dark side or its early days. Still uncomfortable to buy more than the 5 shares I hold but got circa £30k to throw at it with more clarity. As much as you like dispute it, there is serious risk to Nesis of being sanctioned, and it will effect this share. Likely a suspension if it does.

FYI - HL has added a section its website for Russian shares, one section reads "Not suspended but have significant revenues in Russia - POLY and POG". Clearly they see a risk if they've added it....

You worked on your tan today huh....life of leisure MassiveRay with even more Massive cojones.

Neither side has gained enough leverage to force the other side to sue for peace in their favour. We have a while to go until someone gains the upper hand.

Russians will be hating this and resort to more harsh measures.

"EU's Borrell (top diplomat) says Russia has no interest in negotiating ceasefire in Ukraine for now."

Why would it be PR? U.S is net exporter. Europe has LNG terminals and so does U.S.. It wont be as cheap as Russian gas, be sure about that.

The U.S is winning at every turn with this war, more arms sold, Europeans increasing defense budgets, Russia getting sent back 30 years, and importantly China getting a warning of whats in store and unity the West has when it gets serious about a topic.

NATO sending anti-ship missiles

"The U.S. and allies are working to send anti-ship missiles to Ukraine as it scrambles to bolster up Kyiv’s ability to defend itself against Russia’s invasion.

“We have started consulting with Allies on providing anti-ship missiles to Ukraine,” a senior administration official told reporters after President Biden attended a NATO summit.

“There may be some technical challenges with making that happen, but that is something that we are consulting with Allies and starting to work on,” the official said."

That Russian ship sinking was probably a test run for sending more...

ALSO, just seen on the BBC that NATO is considering sending cruise missiles to target Russian cities, this would truly be a "ohh f**K moment" if they do. Massive massive escalation, more massive than MassiveRay.

Lavrov today.

"Lavrov said at a meeting on Friday that “a real hybrid war, total war was declared on us.” He said the goal was “to destroy, break, annihilate, strangle the Russian economy, and Russia on the whole.”

It's cool guys, no need to worry though..

Agreed....

For now...

Good on you, hopefully this will pay you a lifetime of dividends to splash out on every grand national in the future.

Very friendly, Vlad saved Tokayev from being publicly lynched or found in a gutter and shot like Gaddafi.

Ray, didn't you know Gaddafi and his squad of female bodyguards?

Just in case no body knows, its wedged between France, Fiji and Texas.

They can't transfer funds outside Russia if your a foreigner anyway....

Rus Gov is doing everything it can to prop up Moex, they are spending $8bln to buy stocks. its a sign of absolute weakness and decimation of the market. Also, only 15% of the stocks were allowed to trade this week. Inflating SP of stocks such as Rosneft when they are on the verge of banning russian oil.

Fineco I think....

Italian based, lists a lot of global stocks.

CR - I don't POLY as an entity is target at present but Nesis the Oligarch will be which will surely affect POLY.

Also, it doesn't work like that in which just because you haven't been sanctioned, you won't be sanctioned in the future. Ask the 400 that we're sanctioned a couple of days ago by OFAC, 1 month after the invasion.

Trigger happy yank volunteers joining the fight....

https://www.theguardian.com/world/2022/mar/25/us-volunteers-reach-the-frontline-of-the-war-in-ukraine

Rude much, Pete....

Your out of sync with the overall politeness of this board. Go get some sun, the additional vitamin d is great way to bring down your BP.

Ray, have a word with your friend on manners.

Don't think we will see sub £1 but likely to see 120-150 at some point in the near term simply due to the extreme volatility. Should a see a trajectory upwards in the coming weeks subject to no bad news.

Good that masses of easily spooked sellers have moved on.

Hey Ray, missed you buddy! Enjoy the sun today, we might have a nuclear winter in the not to distant future with all these provocations.

I'm of the opinion we should put women in charge, no men in positions of power. World would a much more peaceful place without testosterone fuelled men with fingers on the button ready to blow up the world. All world problems would be solved within a few years and at worst you would just have countries not speaking to each other instead of war.

This excludes Hilary Clinton, Sarah Palin, Priti Patel and Oprah.

Lost cause gents, the oligarchs can have zero connection the state and likely be sanctioned purely based on their wealth, they want to punish the rich so they can pressure Putin, or even better some how instigate a coup or at a minimum weaken him. Anyone with considerable wealth is a likely target, even more so with something as valuable and sanction busting as gold.

There's a reason the SP has dropped 90% due to the indisputable Russian links.

Splice, they didn't sanction the other Oligarchs in the Co, they sanctioned 1 and subsequently the company was suspended. I can't see how you don't see it as comparable. Nesis is an Oligarch with links to Putins Russia and has been EXPLICTLY named by OFAC as a target.