Member Info for doze

That was too garbled for me Henry.

Is it a fact she ordered the crackdown.

What did China get a tip off about. They certainly would get cold feet if they thought law and order was breaking down.

Who is circling and how would management be involved?

If Hasina does not show leadership to lead the country out of protest she could ail- that bit I did understand.

........decent policy on quota was reinstated so hopefully Bangladesh will learn that forcing policy for personal gain with no democratic mandate will not be a sustainable method of operation. Where does Phulbari stand on the popularity stakes; I would have thought it was quite high in government and getting a reliable grid must be top priority if Bangladesh doesn't want to take steps back in per capita gdp. We need to see the government selling it with all the pros laid out if it is to go ahead.

It is disconcerting that a few days protest can cost the country 1/10th of the estimated benefit of Phulbari. This tells me the army and police are in charge and bullets the power. This will always go against progress and is how Bangladesh is held back with rational government impossible. If things got too bad with protests the army just taker over control from Hasina and Hasina despite ruling against the jobs quota previously is unable to make any decent policy stick when bullets fly.

I just assume a £3bn valuation on GL @ 276m shares that is £10.87 or a circa 167 bagger at 6.5p so I assume Bangladesh might give the GL if we benefit with an 18 bagger @ 6.5p

China stresses the no interference in internal politics but like us must be thoroughly p issed off with Bangladesh politics.

Even if only for this reason, as per a previous post of yours GP https://www.tiktok.com/@restispolitics/video/7293931861896744225?_r=1&_t=8nwVi2uV9wf

China is far fairer in business than India I would have thought because Indian assistance comes with military and political strings.

I assume the GL will be accompanied by a broadening of the share base to suit Bangladesh and give a SP on approval reflecting a return to original GCM shareholders commensurate with what is/has been provided hence 2.5bn shares.

you are ignorant bangla, this is from gcm website; 'huge economic impact : the project will contribute 1.5% or some us$3.4 billion to bangladesh’s gdp each year and contribute over us$9.0 billion in taxes, royalties and service charges to the government over the life of the project. the replacement of high-sulphur imported coals and other hydrocarbons will have a positive effect on balance of payments and air quality.'

https://www.gcmplc.com/phulbari-coal-project/overview

gcm will not be valued at the amount that benefits the economy. 2.5bn shares say valued at £1.20 on gl is a £3bn company and most of it likely owned by bengalis. say when up and running it will pay 10p dividend for 5 years at its best and an average of 5p for 28 years. £3.5 bn paid in dividends total life versus $3.4bn per year to gdp. company valuation of £3bn is an immediate boost to the wealth of a lot of bengalis who, some of, could sell up and utilise elsewhere; the multiplier effect. £3.5bn is the discounted cost of the gl with at most £1bn going to gcm original shareholder interests. back of *** packet musings.

What an example to Hasina.

Lye rns

https://www.lse.co.uk/rns/GCM/directorate-change-oq0iu3f5wm95twb.html

Hardly likely to go private when Axis have loaded up Tang's contacts with subscription shares and made the effort to maintain them while high demand, he looks for his reward now with the POLO holding. It is a political game with all the money men versus Hasina/Nasrul with China dangling the carrot

threes... two... one; it is the GL that matters.

As I postedFyg4676, PIs and country connections are in position. No buying means no % change to a lesser % needs defending in the market so SP can safely be allowed to reduce. If buyers come back they will get active. The GL will set the value; pre GL price does not matter.

I'm not staying out of the politics like China. Politics is where we need to see some sense injected . Quota was reinstalled by political pressure and bent high court after sensible abolition. Now reduced to 5%. by supreme court. Come on you greedy freedom fighters, get real.

As an observation on the share base; There are the believers who are a relatively small number who have been buying in spates as funds and sentiment and strategy coincide and this is where I belong then there are the connections and India/Bangladesh and possibly Chinese buyers who are certain OPM will go ahead and this has made a fairly healthy market since Nasrul's comments and PC conditional contract.

Smart Bangladesh will not solve the energy problems and coal supply from own resource is best way to go for starters.

Recent deaths are the opportunity to push forward not be held back and I recommend more protests if the government stagnates.

The private entities have done their bit shareholders taken their positions and cooperation with business is now imperative for Bangladesh to avoid self-inflicted damage and Mankini's outlook. The begging bowl rut has not been fully analysed by those Ph D journalists running the media in Bangladesh. A vassal state it will remain without levelheaded leadership.

The UK has been exporting co2 heavy generation and raising our bills while Bangladesh raises bills by already being green and we are both trying to climb out of debt.

It was going to be a peaceful protest about quotas " but the police "ruined" it by attacking them as they were gathering." The police and army are trouble makers. fission's link para 2. https://www.bbc.co.uk/news/articles/c4ng5v03gd4o Hotheads should be discounted and Hasina surround herself with levelheaded people and plot a course of action.

Axis client customers provide the float with holdings tradeable by Axis. Zeus Capital know there is no problem playing the market with the huge holding for game playing. Axis squirrel away too I imagine. The premise being connections are confident GL is coming and Tang is not going to rock the boat so GCM shares are a safe buy. All imo.

26/8 would be ideal to GL and show a determination. It is the ones with the guns that make these days memorable and would they really start shooting again? The country needs to recognise a protest does not actually pose a threat to anyone it needs placating.

@cspaliwal_

3 hours ago

india is ****ed off of bangladeshi politics cuz if we do something in collaboration opposition accuses govt. of conspiring with foreign govt.

when we criticize bangladesh the ruling party people accuse us of foreign intervention...

kind of nusance

Sri Lanka India and Vietnam are not bothered if they are winning business as a result of no electricity. Big effect on the balance of payments means high central bank interest rate and more cost. If I read correct the central bank has reduced the export incentive from 4 to 1.2% for rmg (ready made garments) due to diminished earnings I presume.

Things will only get worse unless the government makes obvious good policy decisions rather than propping up with subsidies and increasing debt.

She is pivoting to China and the army generals probably all have LPG or fuel oil generating businesses so a few dead bodies distracts from country progress keeping them in control and in the money. Hasina can crack down on such deadly antics this time. It worked in Phulbari once and needs to be seen through. They are worried the gravy will stop flowing, it needs to.

Related to last post in this thread and published today https://fortuneandfreedom.com/uncategorised/investors-should-keep-an-eye-on-the-global-grid-spending-boom/