Member Info for GoldenGod

Funny how the drops are always “overdone”, but never the rises.

I’m here for the bants, couldn’t care less what the SP does tbh. Pump or dump, either way you guys crack me up

Even if this was priced at zero I wouldn't be willing to spend the broker fees on it.

He's in the running for VLRM's thickest investor, an extremely competitive field

How do you know he was replying to you?

Why are they still talking about 30p when the SP has fallen by a third since then?

Whitehorse's NAV is close, but he's missed a few holdings (MD Medical, TCS Group and Fix Price) and hasn't adjusted for the GAZP DR conversion ratio (2:1). It's tricky to determine where they have and haven't applied the conversion ratios, because their reporting is appalling, but based on their pre-war valuations I'm confident this is correct.

Anyway, here's what I have: £218m Russian + £21m non-Russian + £37.9m in the C account (£35.3m adjusted for RUB movement since it was declared).

Gives me a NAV of £5.91 + £0.94 = £6.85

holding,name,SP ₽,Conv Ratio,Calc holding,Val £

8860909,GAZPROM PJSC COMMON STOCK RUB,180.05,1,8860909,13813242

5365084,GAZPROM PJSC ADR,180.05,2,10730168,16727223

29773,POLYUS PJSC COMMON STOCK RUB,18240,1,29773,4701881

1268490,NOVATEK PJSC COMMON STOCK RUB 0.1,1290,1,1268490,14167752

103572,NOVATEK PJSC COMMON STOCK RUB 0.1,1290,1,103572,1156795

7119200,MMC NORILSK NICKEL PJSC COMMON STOCK RUB 1,138.1,1,7119200,8512342

14455036,SBERBANK OF RUSSIA PJSC PREFERENCE RUB 3,319.48,1,14455036,39984075

2355925,SBERBANK OF RUSSIA PJSC,319.48,1,2355925,6516724

4246654,VTB BANK PJSC COMMON STOCK RUB 0.01,98.75,1,4246654,3630849

6156103,ROSTELECOM PJSC COMMON STOCK RUB,74.7,1,6156103,3981536

730066,TATNEFT PJSC COMMON STOCK RUB,749,1,730066,4734435

571359,TATNEFT PJSC PREFERENCE RUB 1,749,1,571359,3705229

12313057,SISTEMA PJSFC COMMON STOCK RUB 0.09,17.4,1,12313057,1854980

362649,LUKOIL PJSC COMMON STOCK RUB 0.025 RUB,7788,1,362649,24453252

262047,LUKOIL PJSC COMMON STOCK RUB,7788,1,262047,17669707

3657350,NOVOLIPETSK STEEL PJSC COMMON STOCK RUB,156.96,1,3657350,4970267

552780,SEVERSTAL PAO GDR USD,1371.4,1,552780,6563578

1265335,GAZPROM NEFT PJSC COMMON STOCK RUB,648.5,1,1265335,7104601

180877,MAGNIT PJSC COMMON STOCK RUB 0.01,5194.5,1,180877,8134883

2041744,ROSNEFT OIL CO PJSC COMMON STOCK RUB 0.01,585.25,1,2041744,10345868

1677948,ROSNEFT OIL CO PJSC COMMON STOCK RUB,585.25,1,1677948,8502451

432517,MD MEDICAL GROUP INVESTMENTS PLC GDR USD,1045.7,1,432517,3915926

75226,TCS GROUP HOLDING PLC GDR,3492,1,75226,2274398

577525,FIX PRICE GROUP LTD GDR,191.5,1,577525,957555

Great news for DB, this will remain under 80p for evermore!

as you’d expect, the telegram group is taking the news positively. without evidence they’re positing that vlrm pulled out of the deal because they’ve got better offers on the table.

anyone expressing disappointment is branded a deramping trader, and accused of acting on tip-offs.

the ceo, nick has dropped in to say that blue sky pulled out for “internal reasons”, share a **** valentine’s day joke, and let everyone know that he’s off to new york on monday for some reason.

True NAV + divs is £6.97 at the current exchange rate

You appear to be implying that Nick’s fireside chat wasn’t major news?

Worth mentioning that while this was going on it was claimed that DL was "just another investor", so why was he involved in the corporate advisor discussions? Why was he involved in the hiring of PLY?

I’ve got no reason to take them to court, no skin in this game, just a morbid interest.

The board may have changed, but how do you feel about the behaviour of your investor relations director?

Https://ibb.co/QjcVRF1v

https://ibb.co/WvhbftB9

https://ibb.co/sDrtVbG

Defamation?

Like when Peter referred to Peterhouse Capital as a "pump and dump" crew and accused Tom Winnifrith of having an "invested" interest in them when PC decided to part ways with VLRM?

He also leaked how many warrants PC held, and since this was before he officially became part of the company the only way he'd know this is if he was being fed info from insiders.

If you get accepted into the Telegram group you'll see that they're quite leaky with news.

tbf it was much worse in the previous group, Lenigas was clearly leaking info to the group via his puppet Pete, which is almost certainly why Pete is in the position he's in now.

The RNSes don't need to be "twisted around", they're laughable enough.

New investor's portal launched! This will surely boost volume!

1200 quid's worth traded today. Never mind eh?

Is there a more insufferable investor base than this?

"3% of the current SP"

Are you illiterate?

£0.01 is 3% of £0.29.

"they're", not "there"

who's the dumb **** again?