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I suspect we will see around the million ton mark. Perhaps less. They are however concentrating on nearer markets and higher grade ore sales so they are probably doing their best. With so many colleagues at war, they are needed in a symbolic as much as a pragmatic manner.

I would suspect 900k—1m tonnes. Hypothesis looking at the figure correlation and the energy annihilation by Russia.

I would agree Alex. Shame if below 1m tonnes, but in the circumstances , they deserve credit.

No way this should have retraced so low so quickly.

I would certainly suspect a leak of info last Monday.

The market is forcing the price down quite easily.

All just because of a production update which is bound to be on the low side, due to all the reasons stated in the Q3 update.

This s/p is not being lowered by private investors selling. There are only a few. It is being forcibly pushed down. Nothing has changed or will have changed so there is no reason except the expected low production as per Q3 plus perhaps Slovakia retaining energy. The production update is really being milked-and that’s before it is out.

There are bound to be leaks too of course. That won’t have helped.

Thanks

So 5% of IG clients are shorting. No instis under 1%( I think it’s 1% on Shortyracker)).

How can you find out short position please gggg?

Shorttracker shows 0% shorted under 1.5% total of course.

Keep on with your own distorted agenda.

Can’t read any ramping here. Pretty sensible )and sensitive to the war) until ridiculous comments like this.

$100m in cash and likelihood of a war settlement in 2025, high quality production ( if hampered by energy costs) , a rebuilding of infrastructure, all make Fxpo a decent investment case. Russia does not have the manpower nor machinery to last. Pleanty of missiles for sure. If Ukraine continues to be supported, I feel ‘25 or’26 should see finality. Then Fxpo can go to work.

So many multiple influential variables involved here-from Trump and Kellogg to Slovak energy-that TA becomes almost( not quite) an irrelevance.

Yes but they will play it anyway.

It is bound to be poor due to energy costs. 80% + are imported. Cash is good at £ 100m. Sales will be down as only 2 pellet lines are running.

So the mm’s know this , it is factored in for sure, but they will certainly manipulate the price.

I personally am holding a huge loss at £1:06 but won’t sell out of manipulation.

I absolutely do not see Ukraine holding up the white flag. They may have to absndon Donbas and Luhansk, but they already have, really!

Ukraine will stay as a sovereign country but Putin may have nabbed himself a decent slice. The war will continue. Trump can’t stop it in a day, month or 3 months. Ceasefire? Not even that, I feel.

If he abandons Ukraine in no support, the implications would be devastating for Europe and eventually the US. Best outcome is to let the meat grinder continue another year as Russia cannot supply men or munitions.

I see this too, but think it will be a slow hard struggle to get both sides to agree a ceasefire. It is not forthcoming. Trump will not wish to be seen as a Putin -appeaser, as tyrants feed off this. Only because of giving away Crimea do we have this. Trump will want and need to flex his muscles and not just give up and give in. The US itself( NKorea/Taiwan/Iran etc) is at risk too.

Trump likes to be seen as unpredictable and a bit mad. This can be beneficial in some cases although it is atype of rhetoric. If he gives in to Putin, he will be destabilising the globe. In his ignorances, he also has advisors.

I hold too many Fxpo and I think I am about to feel it. Today was bad enough. But I will not sell on a tree shake.

I hope so but think the mm’s may milk it.

I hold a lot at well over£1 so it’ll hurt.

Whether acceptable or poor, it looks like a tree shake may( may!) be on the way . We’ll see. Very happy to be wrong. Nursing large loss. Over £1.

I feel the effects of the iron ore price fall have been overdone, and this is being played. The results will likely be poor, but that was to be expected. Demand will continue to be strong for high quality ore.

Latius.

Sorry for Slovak error/Poland. I know how deeply the Polish grievance is. I was in Ukraine and Poland 2019. I chatted to unforgiving Poles. My first post-grad thesis was on National Socialism so I can’t get the death camps wrong. They still haunt me.

Yes it is about the natural resorces 100%. No quick fix. Trump is tarnished with rhetoric here.

Top quality highly intelligent analysis by CC.. Best I have heard.

Q4 report will likely be disappointing. Worth preparing for I feel. But the shares are worth holding mid term to long term no matter what. It is a production company and what it produces is in demand, even if Trump wallops China. China exists on imports.

Q4 production report will likely be fairly poor, with the plethora of attacks on energy and restrictions from Moldova and Poland I believe. Not an expert on that side, although I know just about all else since day 1 as I feel it is my duty to know as much as possible of what is happening globally,

Iron ore price is down a lot , but I can’t see that lasting. Can the US be self-sufficient under Trump? China and the EU certainly are not. And Ukraine will need rebuilding. Russia has lost a whole generation of its young men as cannon fodder. As much a tragedy as Ukraine, although there were many many war crimes on the Russian side, just as in the 2nd WW and they can never be forgiven.

Russia cannot grind on indefinitely…they will simply run out of soldiers. They will probably be granted Luhansk and Donetsk. Wrong, but this is war. Russia cannot take the whole of Ukraine, and if they did, the underground resistance would likely make it ungovernable.

Putin has a plan. And a plan B. And C. Clever, evil man.

So Fxpo will be needed by the EU, China, and its homeland.

Then Ukraine will need rebuilding.

The price for Chinese ore may drop, but Ukraine needs all the iron andsteel

It canget, for weaponry, constant replenishment after bombing, and eventual rebuilding whenever that may be.

Seller today.