Member Info for DShox

Neil Hume or whatever his name was from FT - ****** tweet this morning, just pumping out content as journalists do.

GPM has right of first refusal on POGs gold - and its at spot - so this is a "simple" exercise of transfering the offtake to another Russian (smaller non-sanctioned bank) for sale to the Central Bank.

On transferring the Term Loan and RCF, note Russian banks have always worked closely, flexibly and positively with POG as a major, profitable employer in the Far East i.e. discussions at CFO to bank level are amenable to a solution.

UK market moves in mysterious ways. Perhaps local buyers know something we don't. Soon find its way.

Clearly a dud link forwarded to me with lots of excitement by a follower but pumped in with Financial Juice updates (134k followers). Latter is reporting positively but still work ahead and update from Kremlin reported to be later today.

Yes stfu idiot?

Yes!

What I mean is Ukr has agreed to this point, which is very significant indeed.

Key remaining point is Donbas full autonomy. It's getting done if the reports accurate.

To be fair, alot of progress and compromise language were agreed yesterday. I wouldn't be surprised if this is true. Both sides know there is little to gain in entering an attritional war and where seasonal floods are going to hamper, in particular now Ukraine's supplies over 1000km to the east.

Turkey I think

Looks like MMS trying one last grab of cheap POG stock. Interesting to see if this is all confirmed.

WOW

I rest my case. Have a flap instead.

I believe war ends when Mariupol is taken or Azov defenders surrender. Ukraine tried a suicidal helicopter evac on the 28th of Azov leadership on 28th, shot down over the sea before it reached Mariupol.

I think you're mixing up two issues. Besides, Bush and Blair told us Iraq has WMDs capable of launching within 45 mins and they did't nationalise foreign assets. Are you one of those that thinks its only OK for our governments to lie and blow up other countries?

Kremlin has repeatedly pointed out that its the West that seizes assets and is going to remember those companies that leave Russia vs those that stay. It has no intention of nationalising POG. That's more tabloid journalism written by extreme left propagandists only. Market has largely ignored that jazz.

Let me just say this, do you really think POG would've given investors an update on early stage discussions with GPM if it was in anyway going to suggest the end of the company without a clear, explicit warning. Fact is, POG is working long hours with its advisers and a debt restructure is the ONLY solution, which we all knew and hope for. In the meantime, I am quite sure some other buyers of POG stock have their own ideas about how to fix the sanctions issue and that's take the company out while the stock price is weak.

interesting - I wonder who this moron Anthony is that's turned up worshipping that other moron from the FT who thinks its ok to exchange debt for equity without that also being sanctioned?

I can cycle that. Even quicker in the car. I thought I'd got my countries mixed up for a second. Phew.

Seeing that Ask climb and sellers conk out faster than hydrogen's ability to stay hard. Long and strong ;)

Well I have to disagree. Define "nowhere near" - walking distance? Not that it's relevant. Keep taking the tablets nob.