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Most asset sale are foreign company leaving Russia, so they protect people jobs in Russia. It's not the case with Eurasia so not really a priority for Poutine communication. Also it's a war you don't know what it's going to happen they prefer to use their cash on issue that may arise during this period. Buying eurasia is not a priority they can do that after, they only way they are pushed to close a deal is with a big discount
I don't think we are going to see an asset sale during the war, the amount of uncertainty this war wage for business inside of Russia make it a bad period for acquisition. They have no clue what is going to happen a peace in the summer, the end of poutine, a war against nato or asset confiscation. That why all company with asset in Russia are tanking so much no matter the quality.
War of this magnitude with all the sanctions from both side 3-5 years he could be long gone and he knows that. I don't think some understand the amount of losses on the front from both side and the impact on the economics...
Ukraine want to counterattack Russian position during summer, and get back to negociation at the end of August they already said that. Thats why they asking for heavy weapon, combat will get tougher during summer. So don't get your hopes up for a immediate stop of the war. Ukraine want the war to stop before winter because you can't advance position during winter and Europe is going to get hit with lack of gas. I don't think the war like we see now is going to last for many years it's costly and unsustainable for both Russia and Ukraine. So in the short term sp will depend on the bod and what progress they make with the sale.
Sp will move if imminent sale of asset is ongoing and bod rns this info or the war is over. Don't think we will see much increase of Sp without that.
Ukraine will try to conter attack during the spring, so negociation would resume at the end of August for the best. Or it could last until winter...
Lot of activity here if you got question or want to shout at them there is an agm 28 July London. It's not delayed juste one month from now.
I don't think even a Russian company like nn is going to buy this during the war. Price will surely be hugely devaluated no matters the potential. I don't think people grasp the war that is going on, all company holding asset in Russia are deeply affected even the best that sit on huge pill of cash and make a lot of profit.
KPMG hasn't left Russia like three weeks ago ? It says it's an agent within Russia.
They didn't sell before the war don't expect them to do it now. We will be waiting for the end of the conflict to see any progress.
Who knows maybe they already did...
I think this summer will be decisive, Ukraine want to launch counter offensive during this period then restart negociation at the end of August.
If think most of the activity is between fund, same as you can't get share at low price. Need to increase by 10% on average
Can't even buy at those prices, those sell are exchanged between fund ? Kept private?
They could be pessimistic about the futur in Russia
He left rosneft before the Ukraine War, he could be sanctioned because he has close ties with poutine otherwise I don't think sanction are meant for ancient director of Russian company.
Maybe it was just to see the reaction on this board...
The only news would be the end of the war
Suspension for announcement, then un suspended nothing to see here just trolling... Did the bod mistakenly push the suspension button? Haha a real Netflix original comedy...
Renault got an option of 5 years to get back their assets. People talking about nationalization like it was taken by force and Renault got nothing in return. If they wanted to nationalize mining company evraz, polymetal, pog would be priority. Look at pog they default on their bond and still note nationalized...