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The Jan RNS, "Egyptian West Gharib asset sale documentation agreed with execution and closing expected later in January, subject only to administrative steps being completed.".
As well as 2023 results at end of April, management need to restore confidence. Maybe some 2024 cashflow scenarios are appropriate given the higher debt interest than expected in Q1 2024?
Great news in RNS today but, as an ignorant LTH , I am also much more optimistic about the wimpy 90% below from the RNS "Based upon the first 11 patients there is a greater than 90% probability that the second phase will also be successful."
As a LTH , I was surprised by the 10% fall: shorters debt and free cash flow , I guess.
Alliance news has reported" cost of sales ballooned by 89% to USD 425.6 million from USD 225.4 million".
From the presentation or elsewhere is it clear why?
Leaving aside important and uncertain RA scenarios does anyone have any thoughts about this USA scenario.
Assuming all "Russian" EVR astets go to Vlad P before his death, is there hope that EVRAZ USA asssts may be reclaimed by us shareholders? If so what is an estimated range for their worth , ideally per share? Is there any reason for a London EVR listing?
Good , if predictable/unsiuprising.
"On 29 April 2022, OFSI issued General Licence INT/2022/1710676 under Regulation 64 of the Russia (Sanctions) (EU Exit) Regulations 2019 (“the Russia Regulations”) which allows for the continuation of business operations of the North American Subsidiaries of Evraz."
As a very LTH here ,woefully ignorant of prestigious cancer conference poster sessions. I have a Simpsonic thought.
Maybe Scancell should accompany all Conference contributions with novel ,both market and academic focussed, videos on its website?
"Following these successes, and the identification of further similar drillable prospects, the Company plans to expand its drilling operations in 2023. To date, over 70 prospects have been identified on the portion of Moroccan acreage that is covered by high-quality 3D seismic, of which 25 have been high-graded and total around 20 bcf P50 EUR unrisked." (14/11/22)
Any good news from 2023 drilling yet?
"There is only one way all this ends I believe, which is Russia out of Ukraine, reparations and Putin out."
My belief is that Russia out of Ukraine might reasonably mean initially a return to Feb.2022 borders.
As you suggest as well as war crimes issues and Putin post 2024 Presidential, non-election there is an increasing reparations issue associated with Ukraine infrastructure destruction.
Very sadly I do not believe the war wil be over by Christmas 2023.
hold4results,
Thanks for sharing your interesting posts.
As a , age 65 year+, LT small shareholder with very mild asthma, I cant help thinking the queues in the NHS and the probability of new variants mean that possible simple targeting for home treatment might make economic sense in the UK.
Simple age and vulnerability rules to reduce hospitalisations might eventually be a prudent policy option here..
"Fewer participants treated with SNG001 compared to placebo progressed to hospitalisation (1/110 vs 7/110, P=0.07)"
For information, the p value seemed high to me given data. I did back of an envelope "test" with EXCEL , rather than say difference of two binomial random variables, of just asking for probability of 0 or 1 progressions from a binomial with n=110 and p=7/110.
Comments and corrections very welcome: from statisticians especially.
As a LTM holder, I would be interested to know about SCIB1, Phase1 and 2 triallists. Are 5 year survival rates the industry standard? What about quality of life also?
Having just had my over 65 Covid booster with an annual flu jab. I can't help wondering, in view of our second generation Covid product what is different about Covid and flu mutations?
IMHO
The next Russian Presidential election is scheduled for March 2024.
Putin 2022 must go ; more precisely the Putin 2022 Ukrainian territorial gains. The bravery of Ukrainian civilians and military in 2022 is significant. Much of the democratic world , notably excluding China and India, seems to be involved in economic warfare against Russia hopefully to bring home to its people the economic and political damage Putin's vision will do to Russia .The economic warfare against Putin's Russia with collateral damage maybe including POG, in which I still hold 100k shares , will hopefully end by April 1 2024.
Much of the populist Russophobia in the UK , at present , is saddening and may also adversely effect the POG share price for months to come.
Share-Hobbit : iMHO I disagree. Who knows what power has done and will do to Putin? However there is evidence, the battle of Kiev, that an attempt at regime change was made in Ukraine by Putin's Russia : halted politically and militarily with defensive weapons from the west. and the bravery of the Ukrainiann people.
Possibly Moldova will be next?
In any event, the West, doubtless with a watchful eye on China, is trying economic sanctions to impress on Putin that there are costs to Russia of his 2022 Ukrainian mistakes.
Time will tell. As a LTH who still has 100k shares in POG, having sold half my holding at 25-30p in the last two years, I still have a financial interest here.
However there is an economic war against Russia, Putin 2022 must go!
While Russia may expropriate all or some of POG's assets :dog legging from POG to Gazprom/ Russia is another , maybe UK legal, option , doubtless considered, by some Russian officials: this would avoid direct transfer from POG to Gazprombank.
Have the UK PM 's recent rhetoric/ comments on Russian gold, , doubtless used for rouble support, received any multilateral backing?
My views are:
Putin 2022 must go! The economic war the West is raging against Russia will hopefully produce , Russian led , political change quickly. There is a Putin war crimes issue.
The HMT officials linking of EVR steel with Ukrainian tanks was at best very "shoddy". As a lifelong but long retired Civil Servant , I was not greatly surprised.
As a very small EVR investor, I recently used my remaining 2021-22 ISA allowance on it . After recent due diligence , I trust the UK judicial system and Parliament to do the right thing but there is a war.