Member Info for etetettetete

Very dodgy dealing directors here, shafting the independent share holders.

Very strong set of results with performance especially strong in strategic growth areas - this is massively undervalued currently on overblown ai hype - I agree a rare opportunity to acquire shares at bargain basement prices.

Most likely due to Ukraine softening its position on land swaps which is a breakthrough in the peace talks, I'm guessing.

A double wammy of good news here - increased efforts and progress on the peace deal plus corrupt officials being routed out in Ukraine - if we see a peace deal plus a reasonable resolution to the Ukranian government's cases against FXPO, there is very very significant upside here for those of us that have managed to hold onto our shares.

Loading up heavily here recently, very under valued

The positive statement on outlook for H2 and EBITDA based on the streamling in Q2 may be part of the reason for the rise?

"The outlook for the second half of 2025 is challenging. During the second quarter of the year, management moved hard and fast to streamline the business to a sustainable basis by building operational resilience and preserving cash. This strategy has resulted in a situation where the business is performing financially on a marginally positive EBITDA basis. In July iron ore prices staged a small recovery, with the 65% Fe benchmark averaging US$116 per tonne in the final week of July 2025, 12% higher than the price at the start of the month. These prices provide some comfort; however, without the refund on VAT that is owed to us, the business will need to continue operating at reduced levels. Representations are being made to the Ukrainian authorities to restore VAT refunds, in addition to other international stakeholders.

Should this be secured, the ambition is to add back capacity, return those on reduced hours and furlough back to the workplace, and increase the social and economic contributions to Ukraine."

Stop replying to this silly thread "this is very worrying"; tired of seeing it - silly title when there is nothing new which is "very worrying" to be very worried about.

Those that are constantly banging on here without holding a position should have had the balls to take a risk when we were trading at 38p. Still a tremendous amount of upside here if you believe that peace is achievable next year.

Nothing not to like from that update! I guess the market had priced in a bigger improvement though.

No dividend but the major share holder and management don't seem to be losing out?

"During the year payments relating to lease obligations of Biolab were made to entities considered to be related parties due to the interest in them held by Dr Amid Abd Elnour. Payments made during 2023 were JOD 240,991 (EGP 10,392,148) and during 2022 were JOD 241,038 (EGP 6,679,163)."

"2023

EGP'000

2022

EGP'000

Short-term employee benefits

68,621

48,078

Total compensation paid to key management personnel

68,621

48,078"

I was kicking myself last week for selling off 80% of my position from 280 - 340 but fortunately it turns out it was the correct decision, I'll be buying back some shares below 230 if possible, my limit orders from 220 - 230 have not executed this morning despite the price showing as low as 217. I don't think the overall risks have increased or decreased significantly over the last couple of months.

Very good news on cash flows / optimistic scenario of rednction in net debt to £2bn by end of Q4 and strong positive cashflow to continue through Q1. Also sounds like they are making some progress on the technicalities surrounding resumption of the dividend in 2023.

I think you are likely correct John - also to be considered is that Poltava has a very low proportion of Russian speakers, and is therefore less likely to be considered a priority target.

Just filter big blue and anyone else that clogs up the board with nonsense, makes for much more pallatable reading.

Great news seeing the auditor now in place, debt levels increasing in line with previously outlined estimates due to working capital movements. All that is required now is patience.

@robbren58 - fundamentals of the company, present cash flows and % chances of improvement on current sub-par performance, current yield, growth prospects, geopolitical situation & stability of the gold price at current levels. Don't forget we had a takeover possibility at significantly more than the current price within the last 2 years. Good to see the management investing into the company now as well.

Not sure what is reckless about a dividend when there is plenty of cash flow to fund it - it would be more reckless to invest back into the assets given the geopolitical situation, and very little purpose in leaving excess cash on the balance sheet.

Cey is starting to look like very good value . Topping up as much as I can right now while it stays below 85.

Any reason for the surge in price after 16:00?

Thanks Chippyjo

Someone linked a few weeks ago to a dividend calculator based on current yields, which you could enter your share count into to show your projected dividend value - does anyone have that link? I know I can just calculate it, but it was a nice tool.

Good buying opportunity here.