Member Info for JohnNth

Tegsy...I think youre a total pratt in believing theres a secret chamber somewhere within the complex web of CINE corporate structure stashed with gold that either no one knows about or everyone has forgotten about, which belongs to CINE shareholders and out of reach of the creditors. Only the mookster knows about it and hell have to buy it off you. Sounds like something out of the Indiana Jones movie!

Let me tell you, theyll be no one more happy for you than me if you pull it off. And bytheway, maidit is watching this space like a hawk.

POLY at current prices is excellent investment value and I dont expect it to stay at this level for long. Nesis said it will draw more institutional investors when it domiciles as all becomes clear cut and above board, and that process may have started already. POLY wont have to wait until the full process of redomiciliation is complete to pay divis either, which can come as early as September if cash flow provides.

Nesis inferred POLY is in Russia for the long term and looking to diversify in the Central Asian Republics in coming years as mining rights within Kaz becomes more expensive. Nesis knows within these lands (including Russia) POLY doesnt have to compete with likes of Anglo American as theyre always cautious of US sanctions but POLY doesnt have to worry about that and so can pick up mining rights dirt cheap. Once redom is complete, and given future gold predictions, I think the high divis are here to stay for a good few years, and at these prices one can recoup the money literally within 3-4 years easily.

Get ready for interim divi immediately on redom

Chippyho...taken and re-registered in Russia due to issues brought on by western sanctions eg. Petropavlovsk Plc a UK registered company which had loans from Russian Bank, couldnt pay loans cos they couldnt sell gold due to western sanctions. bank steps in and recalls loans which they could not pay and so assets confiscated by the bank, not by Russian state. I repeat, Russian state to date have not confiscated any assets from a foreign company, any assets lost have been directly or indirectly due to western sanctions on Russia and not the other way round.

Pandamonia...Russia to date have not confiscated any foreign assets. Any assets lost or sold cheaply have been due to companies leaving Russia to comply with western sanctions on Russia and not the other way round. Further how can Russia nationalise internationally held shares in Kaz listed company?

Think youre off your head......

Panadamonia...think issues you raise are temporary. Redom guarantees POLY survival intact and Russia isnt going to stay on sanctions indeffinitely.

Above all, POLY even without Russian assets is worth over 7 quid.

Email...lot of POLY company staff hold shares on Kaz exchange as well as general Kaz public. BIG issue for the retail investor is that of liquidity. I think the company will get an overwhelming backing from institutional shareholders whom together with Nesis accounts for over 75% shareholders.

Further, contrary to what Ive said earlier, the company have said the general meeting on the proposal will take place on May 30, with the company expecting to de-list from the London Stock Exchange on July 17.

Ive not been in the loop today and so apologise for the error.

Im a long term holder and in for the divis which will be huge. Dont mind paying tax cos it will still be huge after tax.

Liquidity does matter cos some day you will have to sell it, but that is years away for me. I would like POLY to facilitate transfer mechanism instead of leaving it to shareholders do all on their own eg. swap one LSE share for one AIX share.

Pandamonia..."the aix has zero liquidity and the governance is essentially zero.".

Think POLY have already said before the company will continue to comply with London listing criteria should it delist from LSE. Liquidity is an issue but from what Ive read, it is improving all the time given AIX new found status/importance

Something funny is happening, it is posting my comments without me pressing post message.

Start again...skimmed over the release put out. My initial view is POLY had to report progress and theyve said they will redom to Kaz. Theyve also said it will go to the vote and recommend we approve.

Poly had to report progress and it is clear very little progress have been made on issue of redom. I am still of the opinion the redom process is go slow and could be abandoned at a moment notice should events take turn for the better. Of concern to the board and Mr Nesis would be the forthcoming 11th round of sanctions by EU which focuses on companies/parties trying to go around sanctions using third parties/countries. Im of the opinion POLY would like the vote to happen asap, get the company redom ready as much as possible and wait until the last moment until it becomes impossible to maintain London listing, hoping good news shows up on the war front in the meantime. The vote will ask shareholders to provide authority to the board to redom, but not order it to do so. I think that is a prudent thing to do and yes they have kicked the can down the road as far as Im concerned.

Should the conflict persist and redom does actually happen, that is not bad news for likes of me who are in it for the long term. It opens up more opportunities in Russia should it feel the need to expand, or even sell assets and move out completely if necessary...keeping shareholder value intact. In the first instance, it will restart divis which will be huge in compariosn to the sp.

As far as trading goes, it is more or less in line and debt remaining flat should not be an issue. Two thirds is US$ denominated which imo will fall over coming months as rates in US have peaked, which will lead to debt falling in real terms.

Absolute worst case scenario doesnt change in that business in Kaz alone is worth over £7 a share. You cannot legislate against panic setting in, and as far as Im concerned that is all it is and no more.

Busy today so not in the loop on whats happening. I still have my holdings, purchase at 170p average ages ago.

Skimmed over the release put out out. My initial view is POLY had to report progress and theyve said they will redom to Kaz. Theyve also said it will go to the vote

Whether or not the London Listing is eventually terminated, and its timing, cannot be assured and the Ordinary Shares may continue to be suspended on the LSE for a prolonged period of time

Busy today so not in the loop on whats happening. I still have my holdings, purchase at 170p average ages ago.

Skimmed over the release put out out. My initial view is POLY had to report progress and theyve said they will redom to Kaz. Theyve also said it will go to the vote

Tegsy...no analysts out there are talking up what you are saying. If this was material, CINE would have to put it out in the open.

ATB

Wolfie...CW will own nothing after which has any assets of value. Like you said earlier, they may end up owning shell companies (SPVs) setup initially to achieve certain aims but who cares about that.

Tegsy...it is clear that you have lot of self belief in what youre saying here. The word hubris comes to mind. Hope it works out for you

Not to mention 10m net migration (20% of Ukraine population) from Ukraine already to EU countries. The longer they stay out, less likely theyre likely to return back to Ukraine. Further, IF they did go onto win back the land, will they be able to control population within it who are predominantly ethnic Russians. Will there be an uprising of some sort, call for autonomy or even UDI. Does Ukraine want all this? Also, no point winning the war IF theres no people left in the country to occupy it. It is the second biggest country in europe after Russia.

And yet gung ho armchair analysts like big baloney and chippyho thinks once Ukraine recaptures land all will be hunky dory......it wont be.

Peace asap is the only solution.

Its not possible for CINE

"At the end of the C11, the Reorganized debtors will own all the debtor's assets(except Cineworld Parent and Cineworld Funding)."

Impossible...no lender would lend to a Group of companies where funds can be moved around the Group with ease but some parts of the Group is ringfenced and excluded from liabilities should things go wrong, unless in very exceptional cases, which CINE would not qualify for.

Im not buying that.......

Bb...I want Ukraine to win but not at the expense wiping out its population. Russia will not allow itself to lose no matter what and Ukraine cannot fight forever. I think Putin and Russia are eager to cut a deal but US is not allowing Ukraine to rise up to the challenge. However, I get the feel an assessment of casualties incurred in any new end of spring offensive is pausing Zelensky and Ukraine and hence China peace proposal.

Im remaining optimistic...we have to for the sake of peace.

Bb...Russia is a bad guy, we know that. We also know Ukraine cannot win. Ukraine will be much weaker once it has had a go with modern weapons and not succeed in dislodging Russians, than now when they can threaten to use them unless theres a fair peace. Always, sides charging in at the well dug in army loses lot more men than the ones defending eg. Bakhmut. Do you want Ukranians dying in their tens of thousands? It would be diff if success was guaranteed for Ukraine, but most, including Ukranians have significant doubt.

Peace is the only way forward, so get on your knees and start praying. I do at every opportunity and at every Sunday service I have attended since war began.