Member Info for jamesmaggs

I think it’s time to send in 007…..

Hmmmm, the last one had his head chopped off didn’t he!
I would imagine he’s extremely paranoid about personal security and doesn’t sleep soundly…..shame!

Yes mate, and we’re caught in the crossfire losing our shirts on our shares! I still can’t get my head around the fact this horrific war was started deliberately.

Chinese like order and money, playing a patient game. Putin clutching at straws because the Ukrs are fighting back and it’s starting to feel more like a civil war than a clash of ideology.

I think it’s gone to his head mate, no checks and balances. You’d think the Chinese would have some sway here?

Troj, he must be surrounded by a lot of yes-people who are being very selective about what he’s told or he’s utterly deluded in his own vision or whatever but the one thing we know for sure is a lack of conscience!

Hi all, saw a couple of mates today who are in business but not ‘share types’ and interesting to note the comments on Mr P…..to put it politely he’s not popular lol.

It certainly seems a bit ambiguous much like anything to do with Russia currently it’s almost a case of black or red!
Big position but the special resolution seems to indicate a fair chunk of those offloads might get taken up with only 40 million in issue?
Five years longevity on item 4, maybe anything could happen here in the next few weeks or days! GLA

The reporting on there was chalk and cheese against ours and interesting as long as you saw it for what it was.
All said and done, the fact is Mr P has blood on his hands because he chose this and I feel sorry for everyone effected plus the good Russians who will suffer generations of polarity much like all the jerries did and in some circles still do for what AH and his nutters got up to.

Hi Troj, The propaganda war is in full swing, mind you we’ve pulled RT off freeview(understandably) so can’t see the nonsense they’re peddling now!
If it wasn’t for the nuclear deterrent we’d be in WW three by now.
Aside from the death,injury,human suffering and worst of all maybe ‘fear’ over there(thanks Mr P), you’re right on our shares, a couple of weeks has wiped 20% off my values overall( thanks Mr P!).
The SP swings on the Russian stuff is just like the banks in the crash, money to be made but uncertainty has turned it from investment to pure speculation at the moment maybe?

Morning all,hope you’re all doing okay.
All I can say if Putin wanted to achieve a place in the history books above obscurity he’s certainly achieved that….alongside some pretty unsavoury names for sure!

Sorry, items 3 and 4…in Roman numerals!

The holdings RNS you refer to is a reduction.
Of greater interest is the AGM statement issued on Friday, items 4 and 5.
The latest nav looks like it’s only placing a value on the dollar/foreign currency constituents since the main holdings are impossible to correctly value or attach value to at this time….that’s how I read it.

Good to see the latest divvy arrived without incident and dare I say the SP holding up in these uncertain times!
Thanks for all the recent analysis and contributions,very useful.

And I can’t help noticing the disconnect with the ‘ords ’ today, I don’t hold any of them but they’re up and we’re down which doesn’t make sense to me?

Truth is all manner of outcomes are possible mate. When covid hit I remember the market in meltdown and no one could value anything and I added to NCYF in the twenties and they shot back up quite quickly, boring shares paying a decent dividend have always been my preference(excuse the pun) in strange times as this.
You’d think warehouses and storage would fit into the category, a bit like buying EBOX at 20p…..I’m sure we all would pile in there taking a longer view…..but this is a fast moving target as in Russia itself,currency meltdowns,risk of suspension,nationalisation,an escalating war…..you name it it’s all there but the potential’peace dividend for these and poly,Evraz,JRS etc etc is interesting.
Is it investment or speculation?
I’ve just added a few JRS which I might live to regret and I’m not selling these.

If that happened we’d be buying for a punt i guess. I bought some at around a quid recently to bag the last divvi, in retrospect that wasn’t such a good move but who would have known!
If I didn’t already hold I would buy now at this price as recovery, the issue I have is to ‘average down’ enough to make it worthwhile I’d be putting more than I’m comfortable with tbh.

I guess it’s a bit of a TW moment(2p in the crash if you were around then)! Buy and hold then but….! Same thoughts really on these, survive and worth bucketloads more in time or lose the lot!
At least PSN and CMCX had good divvy news today!
Not one to trade as the spread,even the true one can be quite prohibitive as we know but surprisingly liquid in decent quantities. Decisions decisions..!

Risk we take mate. I’ve had these for years as a consistent 3ppq divvy payer, SP ranged between a quid and 130/140 and carried on paying through covid. In the space of two weeks I’ve already lost 80-odd percent on paper so no point selling is my view.
Hard to be totally objective when you’re already in something mind you!
Added a few to round up my holdings but not going mad because it’s risk-on for sure!

As in, these are physical assets, way undervalued with all that’s going on.