Member Info for JohnNth

Just like the HIMARS and F16 before it, Tomahawks would not level any playing fields. Ukraine is beaten and Z have resigned to the fact Ukraine will have to concede territory. I think Russia now wants ceasefire, having tried to capture as much land as possible before winter sets but not succeeding a great deal. I can see hostilities coming to an end within the next 4 weeks.

There will be ceasefire in November as neither side wants to spend another harsh winter bogged down on front line.

All set for November ceasefire...don't think either side wants to spend another winter bogged down on the front line.

Exactly what I've been saying for a good while now....for the sake of Ukranian people, Z should step down for an immediate positive response from Putin.

https://www.msn.com/en-gb/news/world/ukraine-russia-war-latest-trump-says-putin-is-putting-off-zelensky-summit-because-he-doesn-t-like-him/ar-AA1LdbAn?ocid=msedgntp&pc=U531&cvid=3f8cf8d4970942bddba187df764940b7&ei=8

The fact Europeans with help from US are working to put together a security agreement means peace is still alive and is not far off. I think it will happen sometime in November, just when rain and icy weather bogs down both armies for a few months. Neither Ukraine nor Russia wants to go through that. Further Russian progress have been slow despite numbers and more hardware .

Russia already feels their objectives have been achieved.

".......there’s a lot more going on in Russia than meets the eye. More rumours of a coupe, more prominent Russians falling out of windows, more Russian soldiers deserting, the price of oil is down and falling into 2026, Putin cutting soldiers salaries, reserves running low, old tanks/APCs have run out....."

Yeh, heard it all before including Putin has cancer etc etc. The fact is he is still there and gaining more territory by the day despite hundreds of billions poured in by the West, and Europe has no plan B.

Only Zelensky (Ukranian Churchill according to UK BoJo) to blame for the current situation; he turned down number of opportunities to end this war, and now having to go back to his people and say we've lost.

On the flip side, once implemented, it is great news for FXPO as it keeps all it's business and infrastructure it relies on outside Russian control. Only threat now remains Z and his corrupt cohorts.

@Power....I am in agreement with you; offer actually isn't too bad given where we are after 3 further years from where conflict should have ended had it not been for turd Z walking away from a better offer on the advice of UK BoJo.

As someone has pointed out, Crimea doesn't/didn't belong to Ukraine, and Ronnie Reagan agreed with Gorbachov in the 1980's that NATO will not expand east wards but they went to incorporate many East European countries.

Ukraine is on back foot losing territory daily, US support is lacklustre and there is no plan B from Europe.

Comic Z desperately wants to salvage something but has now run out of road. He can blame no one but himself for the current predicament.

Starmer and Macron holding Zelensky's hand won't help him. Trump have said already to Z direct he does not hold any cards. What's the alternative? Does UK France have any alternate plans which would push back Russians? Answer is NO.

Putin will be harsh to Z, he just does not like him and neither does Trump. He should step down and let someone else take Ukraine forward.

@gsdsitgs

"Zelensky is stuck on the fact that the Ukrainian constitution doesn't allow him to give up any territory but he doesn't offer any alternative."

He does actually; Z wants a ceasefire and then negotiate with Russia using sanctions as a tool to get them to withdraw back to pre Feb 2022 lines.

I have been consistent all along; each time Z turns down a potential deal, he will get offered something inferior the next time around. I am of the view Putin will concede nothing to Z but he may be more open to negotiations with his replacement

Russian delegation to Alaska includes Russian Direct Investment Fund head Kirill Dmitriev. Inclusion of Dmitriev signals agenda will cover question of sanctions relief.

Fingers X'd.........

Z the comic goes from one disaster to the next. He had blown many chances of peace before and agreeing to cede land is just the latest. He could've done this lot sooner and saved hundreds of thousands lives. Up to now, he claimed Ukraine constitution doesn't allow him to cede any territory; but all of a sudden in the past hour, it actually does!

It is clear now, if it wasn't clear already, he is only interested in saving his neck. He does not want to go down as the leader who lost 20% of Ukraine to the Russians.

History will not be kind to him.

This is great news for FXPO. It boosts chances of a ceasefire and puts nail in the coffin for Z. He stands absolutely no chance of getting re-elected.

THANK YOU WhiteHorse7 for your update and NAV recalculation.

In response to idea of ceding land, Z said "There's nothing to talk about here. This is against our constitution".

I recall reading somewhere US was floating an idea of freezing current front lines; West allowed not to accept Russian sovereignty; no restrictions on Ukraine joining NATO in the near future (which can only happen when boundary disputes are settled); negotiations on final settlement can begin and takes however long it takes; US and West to remove sanctions; elections takes place in Ukraine asap etc.

Russians will be receptive to such a scenario now that they have had 3 more months of good weather but unable to push back Ukraine further back. Wet and cold weather will be on its way shortly which puts added pressure on both parties to reach settlement.

Fingers X'd..........................

@harleygreen...how is this relevant to FXPO?

"Zelenskyy has submitted draft legislation to restore the independence of Ukraine’s anticorruption agency NABU and anticorruption prosecution unit SAPO, reversing course after an outburst of public criticism over his attempt to remove their status as independent organisations."

Ha ha.............

Zelensky must go.........

https://www.telegraph.co.uk/news/2025/07/24/zelensky-must-go-for-sake-of-ukraine/

"According to local media, 18 of the lawmakers who voted in favor of the new law are suspects in NABU probes.)

NABU has been close to bringing charges against several extremely influential people, and the authorities needed to protect themselves urgently,”

“They (Z and his cronies) believe neither the EU nor the U.S. will show as much interest in the activities of anti-corruption bodies as they did before, since they will still be forced to support Ukraine”

https://www.politico.eu/article/ukraine-corruption-protests-war-volodymyr-zelenskyy/

There is nothing mentioned on this board that CORE management isn't aware of. I am of the opinion that currently the company have no alternative but to stay the current course. I had issues with the manner they went about re-domiciling and subsequent give away of Russian assets, but actions since then have been correct and necessary.

Just imagine the company relisted on a western exchange, and EU/USA slapped more sanctions on Russia which impacted CORE; where would such an action leave the company?

In the absence of peace in Ukraine and removal of Russia sanctions, only independence from Russia can remove shackles and allow the company freedom to re-list without any repercussions from authorities in the West, This will only be achieved when POX facility comes on stream in 2028.

As regards returning value through share buy backs, I think this will happen once situation of shares currently trapped in Russia is resolved. This will be resolved by year end according to Nesis at the last conference.

@sjpcoco...Thank you; clearest instructions yet for those wanting to sell up.

@Louis_Winthrop...I'm in total agreement. Momentum to Astana will only happen once sp starts reflecting true CORE value which can only happen 'inside' Kaz through company share buy backs, which in turn imo will happen once situation regards shares locked up in Russia is resolved. At the last conference, Nesis did say they will resolve this issue before year end.

@Louis_Winthorp

"HK would've been a good call. I'd trust it more than where we currently are."

I recall at the time the company did consider re-dom to Hong Kong but there were complications; the process would have taken many months. Evgeny of POLY IR told me something along the lines that move to Hong Kong would involve current company (POLY) to be liquidated, a new company set up etc and this takes a long time.

The company have ruled out GDR listing till 2028 cos that is when it gains independence from Russia with it's own oxidisation plant. Company can meet this deadline for certain. Only way it can be sooner is if there's peace in Ukraine and sanctions on Russia lifted before then.