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Hi Username,
Yes i am in contact with Evraz about that matter.
Also public stated by RASP they are looking into this.
So much we can say:
- The ESO subject isnt an automatic process
- Evraz Management can and will need to apply for a solution for the non Russian shareholders
- It isnt yet clear if they use ESO at all / maybe will help with the Uk Gov negotiations to release the Evraz
- We still have the Evraz NA sale ongoing
- We still have RA with frozen assets worth billions
If you like to join us on Telegram, we share regular informations about any news in context to Evraz
Join us: https://x.com/abc202324/status/1695476958845407547?s=46&t=p-fBnvpF9tMFyB57eUoEZQ
Regards, Evraz
Thank you for the update Steve. I subscribed to your channel. Many good reviews on Companies, helped a lot with research.
Looking forward to the next updates.
Good update by Steve and great to have a calculator.
However companies in the high end edge / AI space are often valued before revenue generation on the basis on what the company should be worth in 36 month and 10% of this isnt untypical factor.
Thats the reason it should rerate to the £200-£400M range i shortterm. I think an additional listing on Nasdaq could double this number easy.
However like the video as it speaks also about the longterm opportunity here. Suggest to subscribe to his channel as more updates will follow
Here you can find the link to Telegram
https://twitter.com/abc202324/status/1684007510590488576?s=46&t=p-fBnvpF9tMFyB57eUoEZQ
The good news here is YAN is stable and perform.
We have an initial outlook for KOU on 30Koz which will be reviewed and later in the with more accuracy updated. KOU produce at 1000$ AISC which get us in H2-23 an additional ~30M FCF - NICE !!! (I assume KOU will deliver way more)
Anyone make a guess what Dugbe could be worth?
NPV5% of 690M USD, 26.4% IRR (pre-tax) with Gold price assumed at 1700$ only?
That could be easy 200M usd for HUM on its own? Any view?
Https://uk.investing.com/analysis/the-next-big-rally-in-gold-stocks-is-coming-200584723
Perfect timing