Member Info for Krok

It remains to be seen what their unit economics is like these days

Hryvna devaluation is a positive

More complicated and therefore expensive logistics is a negative

A significant part of the cashflow goes to support the war needs. Negative, from my personal point of view

How much capex to they need in this environment? Can they delay it into the future?

The last but not the least, are they able to start paying dividends again?

Don’t even need 220p, would be more than happy with the price just doubling to 170-ish))

Would be interesting to have a look at their DCF assumptions

Putin confirmed having met Prigozhin alongside Wagner’s 35 top officers in Kremlin on June 29th. Ahahah, what a mutiny!))

Thanks for the free English lesson, much appreciated

Yes, a KGB agent indeed who confessed to have invested 45 grand into an Ukrainian stock

The only thing for sure is that Ukraine will continue to suffer in the observable future

Dozens of killed employees of any particular company like FXPO will turn into hundreds. There will be less and less men able to work

Everything else are just someone’s wet dreams. Those dreamers will be disappointed and will inevitably have to change their stupid rhetoric

The risk of FXPO’s assets confiscated by the Ukrainian government is way higher than them destroyed or damaged by Russian strikes

There are three different mines, what can a few missiles do to them?

A direct strike to the company’s headquarter building can be pretty damaging though

Trojan, out of curiosity, why such an abuse of commas?

Impressive slogans, nonetheless!

Prigozhin is in St Pete indeed, safe and happy. Not an exile whatsoever. All you need to know about Russia’s internal disagreements

Keep dreaming, whatever makes you happy

In any peace agreement, Ukraine will have to accept losing Crimea and Donbass. This will however be a political suicide for whoever makes this decision in Ukraine

For Kherson and Zaporozhye regions there may be some concessions from Russia, I reckon. Won’t be enough for Ukraine, unfortunately

I can’t see any solution as long as there is a parity at the battlefield

One party firstly has to be weakened somehow before any peace agreement is made. In my view, Ukraine has a larger chance of being such a party

There will soon be a shortage of men in Ukraine able to fight, even if there is still a sufficient weaponry supply from the west

A significant part of the Russian force are criminals released from prisons and various rat-tag and bobtail from remote and highly depressed Russian regions. They are now paid 5-10 times what they could get back home. Not much remorse to lose them

Ukraine has to recruit young, educated men, who still contribute to the country’s GDP, whatever is left of it

And there is less and less of them still alive

Don’t really understand why the share price has dropped on the back of this update. Pretty good one, nothing negative, in my view

Would have thought it should have increased by at least 5-10% instead

So the next material news is 1H report in early August, right?

I hold for now

Russia will lose and collapse. Or first collapse, then lose. You choose

Ukraine will get back all its territories including Crimea

Russia will pay reparations

Ukraine will join NATO and EU

Russia will become another North Korea

Putin will be imprisoned by the decision of the Hague court

Have I missed anything important that is bound to happen soon?

CleverThoughts, clever thoughts!)) Good to see a balanced view, which is not away from reality

I really see two options how this war can stop (at least for a while):

1) Putin dies and there is a more reasonable successor

2) The US, for whatever reason, cuts its support to Ukraine

Without any of these, it will most likely continue. Wouldn't be suprised by another 300-500k people mobilisation in Russia, once ammunition and armory are ready to go. Ukraine won't be able to do much, whatever support it receives

sorry, guys, i am not here to prove you are completely brainwashed and only see one side of the story. i don’t care, you can believe whatever you like

i just don’t waste to waste my time going through all this bull**** completely irrelevant to the fxpo stock

suggest we stick to what is relevant to the company

no more comments from me on the war

I was not referring to this particular strike, that was a general observation

The strike to Kramatorsk was aimed at military personnel, and judging by videos of dead and wounded men in military uniform it was quite a successful one. You will not be shown these videos, I reckon

So keep dreaming

At the restaurant where Ukrainian militaries and foreign mercenaries had a canteen. While they were having dinner

Again, how does this relate to FXPO? What’s your point?

My point is that the war will continue for quite some time, there are no easy solutions. Russia will not retreat. It will not lose they way you hope. There will be more strikes and inevitably more casualties among civilians

We need to think how we can make money under the circumstances

Many of these strikes are Ukrainian air defense missiles shot improperly

Anyway, how does this affect FXPO? What’s the purpose of posting irrelevant news?

The Ukrainian court did not arrest any of Zhivago’s shares in FXPO PLC. That would by an oxymoron on its own. Even if they had, that wouldn’t prevent Zhivago from voting with his shares as long as he is still a beneficiary

The court did arrest 50% stakes in FXPO’s core Ukrainian subsidiaries. That’s first and utmost bad for the company itself and only then for its shareholders. Mind you, for all shareholders including you and me

If the arrested assets are eventually taken by Ukraine, FXPO will remain a minority shareholder in the assets. It will then probably have to try and revoke that in a court outside of Ukraine. It will likely take years and the outcome would be completely unpredictable

Very illustrative - some links, which may seem to be relevant at first glance, but little understanding of the substance per se