Member Info for DC2007

Surprised it flew this much on Zelensky's comments. He's admirably trying everything to bring Russia to the negotiating table. He's gotta know he'll be thwarted because it's near certain Putin won't compromise. It's no more than feints and misdirection from Russia – lies basically – whilst the slaughter continues relentless. Putin is probably waiting until Ukraine drops its guard a bit before nuclear escalation. Today will then show for what it was – a suckers' rally.

Risks are huge & upside is unclear. Be comfortable with losing the lot of however much of your investable assets you spend here.

The risk here is about as big as it gets. Can't understand posters citing this as a low risk investment – they must have blinded themselves to Russia AND the precarious state of the world macro economy.

Even any upside will be muted. Poly isn't likely at all to snap back to its prewar valuation – the world just changed in the past few weeks and the effects will play out over years, if not a whole generation.

Losing an entire investment is still on the table as much as ever. Those putting the farm on this seem to be overlooking this obvious danger.

Didn't see it but Boo is mushing towards the closing bell, ready to log a mildly red day.

I said your posts were amusingly pompous; made no claim mine add value!

Your pompous posts are good for a bit of a laugh, though not a lot else. Business partners the world over will breathe a sign of relief to know T4G's commitment to being a sole-trader!

It is. The 'stall' happens to be electronic, but the goods are cheap, disposable tat aimed at youngsters who have little money, but wanna consume consume consume, and be visible doing it.

Anyone thinking Boo is special or has brand value is kidding themselves. Their main advantage was to be amongst the first movers in the UK domestic market. That'll eventually be competed away and as the race to the bottom for pricing heats up.

As a business, they have a limited lifespan and to be a successful investment, one has to own at the right time - whilst they have their moment in the sun. That moment is looking like it's passed, and it might never return.

L5 is also T4G?

Why in the next couple of weeks? What do you expect to cause a re-rate of that magnitude?

At least I'm willing to make predictions mister i-never-make-predictions-t4g! The TU was lukewarm at best, but probably enough to stop it sinking to the 50s for now.

Can see it settling in the 70s to 90s for the near future. Escalation in UKR would cause another market crash and drag boo with it.

That'd be approaching my breakeven so I'd still be here to be amused by febrile believers. Might see you then G44!

Yep, another reduction in the share price.

Impossible to know with any confidence. In the coming weeks to months, a lot lower seems far more likely than a lot higher: the principal asset is in a country that, awfully, looks set to be substantively destroyed. The cause of the destruction - the 'war' - means things like cashflows and asset values are rendered meaningless. When, or if, they become meaningful again - and if they do, how deeply impaired they'll be - is indeterminable.

Investment in such a thing is a misnomer. Purchases can be no more than a gamble because the visibility needed for the calculus of risk and uncertainty has, in all practicality, disappeared. It could re-emerge in weeks, months, or never.

No, Only, the war is not over. Whilst out, you've missed the widely broadcast images of more corpses and just-alive civilians being rescued from shelled ruins.

They have a £100m revolver. Before Christmas, the last time they commented on it, about £50m was drawn down.

Not contacted my broker Voldo, but if I did, I'd expect: "Past performance is not an indicator of future performance. Your capital is at risk and you may not get back the amount originally invested".

No one can know what'll happen by next Monday; with such a volatile, precarious situation, it would be terribly irresponsible to suggest otherwise.

It's odd to see the inverse correlation happening here: the more the SP drops, the higher it's predicted to go.

Think today's decrease will be IIs/funds selling up now it's soon to be ejected from indices. People here are clutching at straws to think the Ukraine situation could suddenly reverse. War, in seconds and minutes, causes devastation of years and decades.

Amusingly, denial is so strong amongst some here they'll refuse to recognise the shorts are still increasing.

Talks have already been suspended for the day for a 'technical break'. Back to full concentration on the bombing then.