focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
@ Matchu
Judging by his Tweets he appears to be a Bush/Clinton war mongering type. Bet my life on it he supported the Iraq war back in the day. No thanks. John Mearsheimer is probably the best geopolitical analysist on the Russia/China issue and his views are all free to listen to on the internet.
@CWWX
Ilya Kiva, ex-deputy of the Verkhovna Rada on his Telegram channel.
Zelensky and his inner circle apparently have been given British citizenship. I would presume the west is acknowledging that the government in Ukraine has lost control. Step closer to the end.
Funny that the Guardian spent years trying to convince me that Erdogan was a mad jihadist dictator and he's now one of the few trying to end this through negotiations.
Completely agree. The only way I can describe the last 6 years in US politics from an outside perspective is many people in power have been doing things they should not have been doing and they didn't trust Trump to play along and not throw them in prison.
Thanks for the info.
Looks to me like Russia is being very honest and fair regarding foreign holders.
If this is such a good price then surely we would see insider buying? Or are not all director deals disclosed?
Same plays as me.
Biggest conflict plays for me are Polymetal, JRS, Evraz then POG. I have a small amount of ADRs too but they were frozen a month back.
Well it's only a £42m market cap. Never much discussion on funds this small.
Could JPM theoretically substantially increase the fees of the trust?
@Ninjadude
If that's true then why are they measuring Rosneft allocation fairly?
If they sell Gazprom to buy Kazatomprom I'm out. The only reason I bought this was to get exposure to the sanctioned companies. I can buy Kazakh companies without buying a managed trust.
The Trust is a UK financial asset.
What a load of nonsense. Just like when they said Saddam has WMDs. Then there was the false flag chemical attack in Syria that was clearly bull****. America is the empire of lies.
My only concern that this price is if the Yanks create a false flag to try and get Nato troops on the ground. Much like the WMDs that were non existing in Iraq and the Chemical weapons attack in Syria that never happened. That would see this go to 80p. If that doesn't happen then I'm quite confident.
I tend to agree that it's unlikely they would target an 'out of the way' mine. But I bought at 1.20 and sold at 1.60. It's just not as cheap as Poly but I tend to think at 1.60 people are not pricing the risk that they may not be able to export through the blacksea or from a Russian controlled area for a long time.
6 hours ago they all started reporting the same theme. False flag definitely on the table.
https://www.youtube.com/watch?v=4kJo5741tck
https://www.youtube.com/watch?v=2k-GMAnN0Ek
https://www.youtube.com/watch?v=fvRpntmUIxs
https://www.youtube.com/watch?v=t3vYSEAhsMg
@Splice
I already bought a sizeable chunk of PetroBras because if a global war breaks out South America will probably sit it out like the last two. But i'll probably be too radioactive to collect my winnings.
@bankrupty
No, missed them.. same theme?
The biggest threat to all my money being gone here is the risk that the US stages a false flag bio or chemical attack so it has an excuse to get involved. Much like Saddam with the invisible WMD's and Assad with the faked chemical attack. Deep state will not take nicely to Russia using the Yuan as a reserve currency. Reports that the Saudis are thinking of accepting Yuan for Oil. Remember Saddam said he would only accept Euros for Oil then Gaddafi said he would start only accepting gold.