Member Info for Elguiri

‘Regime’ change? Please do fill me in on the Kazakh ‘regime’…
If you’re gonna talk down the share, at least try not to appear so ignorant while doing it!

All this talk of worst case and what Putin might do etc is a tad inane.
We have and will continue to have Kazakhstan, we also have excellent leadership. Therefore any but under £4 is a no brainier. This company is not going to disappear. Buy, hold, compound your dividends and be happy.
The best case scenario here is that the price stays low for a few years but the dividend resumes, that way your dividends will buy you more shares.
Zero investing skill is required here, just common sense and patience.

It’s not about your reverse candle 360 half pipe kick flips, spinning top dojos or your vorsprung durch technik.
It’s about making loads of fracking dosh Rodney!

A lot of the anticipated ‘good news’ has clearly been priced into the current rise, but expecting another little jump after the Ramstein announcement. Hoping payday comes while we are still sub £4.

I hold 28,067 shares in my SIPP, which cost me £46k. I’m 35, even using conservative estimates of share price and dividend growth, that will take me well over my lifetime allowance. Imagine that, turning 46k into over a million quid. Obviously it might not work out like that but the prospect does make me feel warm and fuzzy.

I know that the war talk is speculative and annoying but…
We have to be honest, we don’t know for sure what has caused the re-rate. Good price, split, re-domicile, dividends imminent or the west finally getting serious about pushing for an Ukraine victory.
I’m looking forward to the 25th and some exciting announcements but let’s not assume too much, there are so many factors in play. Whatever transpires, it’s gonna be a very interesting year for us.

For those that can’t do the math in their heads I highly recommend using the following dividend calculator:

https://www.marketbeat.com/dividends/calculator/?CID=10878

Even using conservative figures, the returns are scary. This is where the true value lies!

It’s just green boxes for me but I’m getting the gist of what’s being posted from the responses. As annoying as it is, there must be some real mental health issues at play.
I’d love to say I was virtuous and only post and read comments on here to deepen my knowledge of the company. There is obviously an element of shared excitement/conviction, that if I tried to talk to ppl it’s about, would think I was a boring barsteward.
The motivation to spend your entire day antagonising ppl is completely alien to me and should probably be an alarm bell to seek some help.

Haha me too BullsEye!

One man’s crash is another man’s buying opportunity. I’ve still got my order in at 305. Fair way to go for that but will be very happy to pick up some more.

JAB, you often reference your inexperience which is a great sign of humility, an extremely valuable virtue in investing. If you are just starting out then congratulations on making a great start. Most of us here probably wouldn’t admit to the losses we took in the first few years of investing.

I’m all in with Poly, so will also need to diversify at some point, just can’t think where I’d rather have my money right now. In the meantime, happy to be enjoying the ride with ppl like yourself :)

My 30,000 are averaged at just under 1.80, obviously the temptation is there to sell now and take 50k profit. But investing is all about risk v reward; of course the he possibility exists that I may regret not taking the 50k now but imo it’s more more likely that in a few years that I’ll be sat on far more than 50k profit and with 20k+/year in divis.
Obviously we all invest for different reasons with different risk profiles, but for me, not selling a single share.

Thank you JAB

Genuinely asking for a friend… what’s the situation in the US. I know that Poly/AUCOY got caught up in the ban on Russian equities, is this still the case? Any news on this?

Put in a 5k order at 305, I’ll be quite happy if it never fills.

What’s abundantly clear is that a Russian victory over Ukraine would be a disaster for Poly.
I have become utterly convinced that the recent rise reflects the changing fundamentals not of the company, but of the respective sides in the war.

On the one hand, the West has decided that finally it’s time to really equip Ukraine with the tools to go on the offensive, there is only one direction of travel in this regard; and on the other Russia is well and truly reeling.
Don’t be fooled by their bluster, Russia is in a bad way and things are about to get much much worse. The evidence for this is that Russia just issued its largest ever debt issuance in a single day: https://www.standard.co.uk/news/world/russia-ukraine-debt-ministry-of-defence-vladimir-putin-war-b1041151.html
Their propaganda is preparing the population for the upcoming hardship that they will shortly face. This video from Russian TV is revealing to say the least: https://youtu.be/18uVBT7Hydo
‘My friends, I’m afraid that our former way of life is a thing of the past… perhaps we will be reflecting on 2022 as our last ‘fat’ year.’ The program ends with an appeal to donate funds to SMO.

It is the Russians who can’t sustain this, they know it and are about to throw everything they have at the problem, they will mobilise every man of fighting age that they can and spend like there is no tomorrow to try to equip them. But it won’t be enough, one way or another, this thing is coming to a head sooner than you think.
Of course, even this scenario presents risks to Poly, but a Russian victory would be far worse.
As NATO continues to arm Ukraine properly and Russia continues to crumble the SP will continue to rise. All in my very humble opinion of course.

No, i think they mean the number of shares owned, not the price. Basically equates to a 33.3p annualised dividend.
I’d be happy with any dividend this year. Going forward I think that 33.3p won’t be too far off the mark. The smart money will not be selling any Poly shares at anything near current levels.

Ah the power of compounding, much more fun when it’s demonstrated daily rather than annually :)

After April’s rise i promised myself that next time i was 100% up that I would top slice. We’re nearly there again but I really don’t want to sell a single share.

This is the point at which I will probably have to filter myself: I avidly follow the war situation, tragically, I dedicate hours a day to this subject, it’s not even related to my investment here, it’s just become a bit of an obsession. I will probably burn in Internet forum hell for the following paragraph.
I genuinely believe that the tide has turned, that Ukraine will win this war at the latest by the end of the year. If you really step back and look at all the developments from all the sources, it’s becoming somewhat obvious. The announcements over the past couple of days of deliveries of hardware from Germany, France and the US are unprecedented and signifies a real desire from the West to get this thing done. Couple that with the degradation and attrition of the Russian side in every respect and a clear picture emerges. It really is hard to convey how pathetically badly the Russians have performed in this war and Putin’s attempts to raise another 200,000 mobilised soldiers is truly desperate and futile.

I can’t count the number of times that I’ve rolled my eyes at outlandish predictions of peace deals on this site, but this will not end with a peace deal. The Ukrainians will defeat the Russians comprehensively and it will happen this year. There you go, that’s my outlandish prediction, and my reasoning for the positive Poly momentum.
Of course, how this victory/ defeat unfolds and what affect it will have on Poly I can’t predict with any certainty. I guess we’ll see how well this post ages, but I’ll be sure to bring it up again if I’m proved correct :)