Member Info for CR888

https://www.thetimes.co.uk/article/investors-flee-market-carnage-77zzc3bd6

Dark is mentioned as one bright spot last week , also Chemring too !

Putin and Russia steal the assets

But it’s Russian in a way so they unlikely to do it

They will try to steal Ukrainian mines instead

If they steal Poly … all Oligarchs with mining assets will have fear , and Putins support would collapse

Yes Blackrock could write off Poly if necessary

But Poly is Russian in a way so Putin would not want to steal from Russians so luckily Poly could play it both ways as Russian to Putin , and Non Russian to LSE

Yes Zero chance - as NATO / Usa can not enforce it without joining the War

The 1.89 p value or zero value comes from where
Currently last price is 60 p … what will happen Monday ?

Some of these Russians have British passports too ?

So does the de merger reversal mean the value of the company and share price should change ?

Anyone know who the 5 largest shareholders are now , and their nationality or country

Clearly Norweigan Soveriegn find is selling any Russian assets

Good analysis - worth looking at value of the company if Russia stole its Russian assets , nice to see it does have assets outside Russian so not worth Zero

Keep up this analysis

If Putin is maniacle / all the Oligarchs do care about their wealth imploding - he could give his oligarchs some of Ukraine’s mines to make up for their losses but no Oligarch wants their wealth to implode by 90 per cent overnight

Surely they will Put pressure in Putin to stop this war

Can someone explain in layman’s terms what’s happening here … the accounting and share price impact ! The detergent reversal and which entity owns which assets , will this impact dividends?

Who are the largest 10 shareholders now of Poly ?

Steve jones - your good post is the real risk on Evraz and Poly

Thanks Grotty - yes Darks Technology and patents are unique

Holding and wait and see is what I plan to do mostly

Sheltie / Sanchez any thoughts welcome on latest TA

London Stock exchange still Ok with Poly and Evraz…

Brokers remove so that their clients don’t gamble more money , as political risk

Hsbc broker still I think allows buying and selling , at least 2 days ago !

When will Moscow re open their stock exchange, a massive drop if they do !

How safe is this from being De listed

When is ex Dividend

I guess the largest risk is political - ie Russia grabbing the assets - however I believe unlikely

Personally I believe that fuller Value of Dark will blossom more clearly in around 12/18 months, when new sales staff, and new business , new products, and the new urgency for Cyber shows in the results numbers.

Small clients can sign up fast, Pentagon large contracts take longer , they invest now.....

However due to new Cyber war , they might actually be able to shorten the Sales cycle by half or more....still we may need til October results to see the increase.

On results day Dark has been UP a lot , and then drops back , so I wonder if its a good idea to day trade a few shares on Results day......but Dark could just keep gping Up next time if overall market is Up.

The War is impacting and pulling down most shares this week.......Travel shares, Bank Shares, Tech shares, even mining shares and oil sharers were down.....keep Diversified and not too much in any one share

Volatility here to stay

Hold on ...I thought the HQ was in Cyprus.......in the USA do they count secondary listing in Russia....

So far the main risk is that Russia itself grabs all mines

Putin has already grabbed 200billion over the years, and plans to grab mining asssets in UKraine by underhand means later, and so for "Legitimacy" reasons I dont think he needs or wants to Grab Poly assets, ...in any case Poly will be selling Gold to Russian Central Bank....and certain bankers will get kick backs ....

So my question is will the USA count secondary listing in Russia , as a reason to suspend?

Gold price is going up so in normal times Poly might be around 1500p by now , if gold keeps going up then even 2000p in normal markets...

Ex dividend is May 5th , thats still 2 long months away.....

Actually I believe after a few days the price in Usa / U.K. should be correlated and follow each other , otherwise people can buy the cheapest place and arbitrage

Carnival however is listed in both and there is a difference

But Bp, Shek and Hsbc seem to follow more closely ?

Yes poly up 65 per cent in Usa , gold is up today too

Can we expect over 300 p tomorrow ? :)