RE: Freddie and Rusty bucket17 Mar 2022 20:31
Nationalisation threat is not there. Repeated several times by Kremlin top team and they've no intention of eliminating foreign investors entirely. Those companies that have left stranded assets and stuck two fingers up will have them taken by the state - also made clear. In terms of cheap sales, the state is also not going to allow BP et al to sell their stakes for nominal or firesale prices, instead requiring regulatory approval that fundamentals have been adequately considered. Could POG be vulnerable to takeover - yes why wouldn't it be? But if was truly available at current sp you'd have offers from Polymetal, Nordgold and every other mining company or Ultra HNW on the table already.