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Running out of jubs.

The buyer imv is parked and waiting for some boring but essential 💩 to clear. Of course, nervous the price will go up. Then we might see our AIX listing show its hand.

I don't think it received much coverage in corporate legacy media and seems to have got lost in events. On 12 NovemberKazakhstan and Russia signed a Comprehensive Strategic Partnership and Alliance declaration for enhanced cooperation in energy sectors including oil, gas supplies, coal, electricity, and nuclear power via Rosatom; manufacturing, transport, agriculture, and chemicals. It explicitly includes mining and metals through collaboration on rare earth metals production, alongside joint projects in fertilizers and machinery.

From the 28 pt plan - yes you have the likes of imv Kellogg leaking it and then various other editing it, but what is certain:

▶️Stage-wise lifting of sanctions.

▶️Entering US-Rus economic partnership to develop natural resources & rare earth metal extraction projects in Arctic.

▶️Balance of unfrozen assets (est.$200bn) into US-Ru project investment vehicle.

The plan has all the hallmarks of businessmen drafting. From the US side - Witkoff, Rubio and Kushner reportedly. From Russia, RDI Head and Witkoff's "friend," Dmitriev. The drafting of these points appear to have advanced when Dmitriev flew to Miami, home to Witkoff, after Trump went silent after Alaska and got sidetracked by Kellogg. What's interesting is that after Alaska, Putin made clear he informed all his BRICS+ partners of the agreement made in Anchorage, and that they approved. They'll all be watching too.

Finally, there's a negotiation ongoing so expect some points to change. On the issue of business deals, they'll be the first to get executed by men in a hurry imv. Just need to sign a deal to end the war and the barrier lifts.

Rockets 🚀 🚀 are back. Everyone's listening to the updates from the guys in the room and understand the situation. The rush appears to get ahead of a full blown military collapse in Donbass and the money, weapons, and manpower runninf dry. Putin made clear Russia can achieve its military and political objectives without it, and that it can survive economically without the US. So expect Moscow to leverage its cards. As a baseline document for further long term negotiations, some which might actually never end (international diplomacy never does), it has a higher chance of being signed and ending the kinetic phase of the war. Long overdue.

"He rejected any temporary ceasefire or protocol deal that would let Russia regroup. The only acceptable outcome is a durable and honorable end to the war."

Projection. Finally the clown will stop calling for a ceasefire to rearm, now accepting a permanent settlement and serious negotiation is required.

Troajan, like all the pro war crowd, feigns empathy - he cares nothing about Ukraine or Ukrainians. If he did, he'd not regurgitate simple British security establishment propaganda, acknowledge at least some nuance, and want to see an end to a completely avoidable war. No, its not Manchester falling or his family getting grabbed off the street for foreign interests, so no bother. For the fanatical European political class, the only acceptable settlement is a strategic defeat of Russia. Any negotiated settlement today exposes their war narratives, opens them up to questions, and ends their neoliberal globalist project. Quite possibly the Europeans hoped to buy time for a post Trump world, where a new more conventional US President would recommit to WW3 and nuclear war. On these US terms, Ukraine will need to hold elections, which is why Zelensky will never willingly back them unless pressured to put his country first.

Long overdue pressure on Zelensky. General Kellogg's departure, and this seemingly been an extension to the 'US drafted' plan first presented in August, again in Anchorage and now turned into physical document, with a military catastrophe increasingly evident in Pokrovsk and elsewhere (exposing Zelensky's claims), has Trump calling time. He does not want to be the President that de facto owns Ukraine's battlefield defeat, becoming Joe Biden and repeating Nixon's mistake in Vietnam. The Europeans can only give Zelensky money, and thats run dry with even Euroclear stating its seeking legal advice in the event the EC tries forcing it to steal Russian frozen assets. The interesting deal here - the US has eyes on that cash for joint investments, and Kirill Dmitriev has stated $300bn is what US firms lost exiting Russia. Finally, I don't see Zelensky surviving this because he'll baulk at the provision for elections in 100 days - popularity is less than Keir Starmer.

From Hungarian PM:

"President @realDonaldTrump's peace initiative has gained new momentum. A 28-point peace plan is on the table, an American negotiating delegation is in Kyiv, and expectations are high worldwide. The American President is a persistent maverick. If he had been President at the time, the war would never have broken out. It is clear that once he sets his mind on something, he does not let it go, and he has certainly set his mind on ending the Russian-Ukrainian war."

Its ok Adr Boldy Troajan, or whatever, there's much emotional damage associated with this for you. I understand and you're forgiven. I blame a life of exposure to the BBC, The Spectator and other permanent government media appendages, not you personally.

US can cut intelligence at the flick of a switch, as it did before. No European country, or Europe collectively can replicate US satellite capability, nor therefore enable targeting that doesn't use GPS. It can also ban Europe from using its own missiles, such as the Storm Shadows, as they use US components. The US obviously has all the power to stop this political theatre and end the charade of Ukraine being a sovereign country making its own decisions.

I guess Boldy is Troajan. Just for context, in one day, in just one small area in Dnipropetrovsk, RFU captured 25km2. For context, that's more than Ukraine managed to capture in the last month. Siversk, which wasn't even taken in early 2022, is about to fall. The entire gains of AFU defeated counteroffensive of 2023, the one offensive the entire West gambled this war on, were completely reversed a couple of months ago. And now its not just Pokrovsk and Myrnohad, but Konstantinovka and Lyman facing crisis, as Vovchansk also falls. Yes, it was The Spectator that ludicrously claimed RFU was fighting for Pokrovsk in 2023 despite being nowhere near it, and similar misinformation outlets spinning whatever tale calms your emotions, but its no basis to make decisions.

Ukraine resembles Korea, Vietnam, Afghanistan in terms of US proxy wars. Situation turns catastrophic, negotiate over proxy's head direct with opponent, initially take hardline, and then agree to exit on adversaries terms and leave proxy to its fate. In Vietnam, the US signed the Paris Accords and exited, but its proxy couldn't face reality, kept fighting and was overrun.

Point 26 of the agreement has been changed by the Kiev regime, as stated by a US official, which actually called for a full audit of international aid to Ukraine. But this also confirms the rest is accurate. So we now know for sure the US and Russia are preparing to sign joint Arctic region critical metals deals and fund an SPV for major investments, with $200bn of the unfrozen Russian assets + US contribution, which will also investment in infrastructure. Points 13 and 14,:

13. Russia will be reintegrated into the global economy:

a. The lifting of sanctions will be discussed and agreed upon gradually and on an individual basis.

b. The United States will conclude a long-term economic cooperation agreement aimed at mutual development in the fields of energy, natural resources, infrastructure, artificial intelligence, data-processing centres, rare-earth mining projects in the Arctic, and other mutually beneficial corporate opportunities.

c. Russia will be invited to return to the G8.

14. Frozen assets will be used in the following way:

US$100 billion of frozen Russian assets will be invested in U.S.-led reconstruction and investment efforts in Ukraine. The United States will receive 50% of the profits from this undertaking. Europe will add another US$100 billion to increase the total investment available for Ukraine’s reconstruction. Frozen European assets will be unfrozen. The remaining frozen Russian assets will be invested in a separate American-Russian investment vehicle that will implement joint American-Russian projects in areas to be determined. This fund will be aimed at strengthening bilateral relations and increasing shared interests in order to create strong motivation not to return to conflict.

I find it ironic the folks who wasted years of their lives camped on and spamming this board, to desperately talk down the stock, might have unwittingly done investors a service. Many appear to have wisely educated themselves outside of corporate legacy media and stuck to the RNSs, taking opportunity to top up at today's sp or even lower. In my view, we flew through peak madness in June of last year. There's now light at the end of a short tunnel on the macro picture, as well as key work to finalise the liquidity event.

By the way this is now confirmed as the document doing the rounds on social media. The US is preparing bilateral deals with Russia on trade and security regardless of the Europeans, reduced to bystanders even on issues of their own security. Interesting NY Post singling out the fleeing Nat Sec Chief Umerov as a key drafting party to the document.

13. Russia will be reintegrated into the global economy:

a. The lifting of sanctions will be discussed and agreed upon gradually and on an individual basis.

b. The United States will conclude a long-term economic cooperation agreement aimed at mutual development in the fields of energy, natural resources, infrastructure, artificial intelligence, data-processing centres, rare-earth mining projects in the Arctic, and other mutually beneficial corporate opportunities.

c. Russia will be invited to return to the G8.

14. Frozen assets will be used in the following way:

US$100 billion of frozen Russian assets will be invested in U.S.-led reconstruction and investment efforts in Ukraine. The United States will receive 50% of the profits from this undertaking. Europe will add another US$100 billion to increase the total investment available for Ukraine’s reconstruction. Frozen European assets will be unfrozen. The remaining frozen Russian assets will be invested in a separate American-Russian investment vehicle that will implement joint American-Russian projects in areas to be determined. This fund will be aimed at strengthening bilateral relations and increasing shared interests in order to create strong motivation not to return to conflict.

"And one trident sub,would do the job.

and you never hear the UK government,bragging about it."

No, instead they just stick Grant Shapps on a sub, fire a missile out the water that spins and almost sinks him.

There's now multiple official sources confirming Trump's backing of the 28 pt peace plan, however that number may change as negotiations led by Rubio-Witkoff and Dmitriev-Lavrov/Ushakov(?) go on. The plan appears to be a development of that reportedly agreed in August by Putin (presented by Witkoff in Moscow), which was verbally agreed in Anchorage, and the subject to an 'unofficial' memo (a reminder) sent by Moscow to Washington before Trump/Putin agreed to setup a summit in Budapest. This summit, memo contents and timing being subject to corporate media misinformation. Now there's evidence of progress and confirmation of a physical document under US-Russia negotiation, marking a major milestone.

Trump has approved a 28-point peace plan to end the coalition war in Ukraine war, developed with Russian and US officials, focusing on security guarantees and stability. Contents look as per Istanbul '22 (update) and Alaska i.e. an armistice with long term negotiations, but one that allows immediate sanctions relief and path to normalisation. Neocon General Kellogg, who in April 2024 presented his co-authored plan (freeze conflict, send in European troops "because Russia's desperate" for a deal) has his P45, leaving in January. Trump finally had enough of the BS reporting. Witkoff, Vance, Trump wing wins.