Member Info for LemonTree1

When you're printing more fiat money this means inflation going through the roof and hence you'll need cheap energy to keep US production cost down.

Key Uses of Extra Heavy Crude Oil:

Refined Fuels: After intense upgrading and processing (often requiring significant investment in specialized refineries), it yields high-demand fuels like gasoline, diesel, and jet fuel, crucial for transportation.

Asphalt & Road Building: Its inherent thick, tarry nature makes it an excellent source for asphalt and road construction materials.

Marine & Power Generation: The heavier fractions are used as heavy fuel oil (HFO) or bunker fuel for large marine diesel engines and some power plants due to its high energy content and cost-effectiveness.

Petrochemicals: It's a feedstock for various commercial products, including plastics, polymers, cosmetics, and greases.

Construction & Waterproofing: Historically used in products like caulking, paints, and waterproofing materials for baskets and mats.

@WiseAfterTheFact

Why does Putin want a minnow of a company like FXPO when they already have a much larger and diversified steel\iron company like EVRAZ.

@WiseAfterTheFact...

Don't give to hoots about Putin yet given what USA has done in the last 24hrs; it does look like the Proxy war will continue on until Ukraine surrenders.

Energy cost will shoot up again, peace will be delayed and all this will hurt FXPO!

Looks like the new pirate state in 2025 has now matured into a kidnap state in 2026.

Wreckless USA has nothing to lose in 2026 nor will it banned itself from it's own World Olympics in 2026 in LA.

It’s freezing outside, but my hands are warm!

.....and with a smile too when you look at the current FRES SP.

So renewables (solar & buring sunflower husk) is not the solution to FXPO energy needs and that Natural Gas, Diesel and Nuclear energy will remain it's main inputs for running their pelletising kilns and iron ore refineries (correction: Not Arc furnaces).

Solve this low cost energy issue for FXPO and the continue uninterupted access to a sea-port then a lower cost product made by FXPO (iron pellets) be demanded on the world stage again.

Troajan,

FXPO is run on electric for Iron pellet production and not using coke Coal.

FXPO are world experts in Iron Ore refinement and high grade pellets (smaller than the tips of your finger or raisin size) not like lumps steel griders or coils so blast furnace and coke coal not used.

JohnNth,

FXPO uses arc furnaces (Electricity) to power their production so Electricity is the main consideration tht required. Uranium and the Ex-Soviet Nuclear Power Station runs Ukraines energy (electricity) needs as renewble energy like solar and wind are a token guesture that won't help. I believe Ukrainre is sourcing its Uranium from the West but its rather expensive too so that filters down to more expensive end goods.

Not looking good for FXPO yet need to just play the the investing or trading game day by day for FXPO in 2026.

The longer Zelensky stalls peace talks with his unreasonable 20 point terms and driving drones targetting at Putin, the more likely Donbas becomes less of a bargaining chip for Zelensky in the near future as it loses more Ukraine's land/ground. Ukraine without Donbas, is game over for it's steel industry given all their high grade coke coal is from Donbas. No cheap energy, no competitvre steel industry and Poland will take the crown off Ukraine as the lowest steel production in Europe.

Still trying to figure out if FXPO future is sustainable in a high cost energy Ukraine and foriegn customers looking else where for their cheap steel and iron ore pellets. No looking good and too little and too late in Ukraine's agression to win the Proxy war which it ignited to lure Russia into since feb 2014 and earlier in the 1990's when you add USA into the equation. The only siliver of hope that FXPO might survive is Russia hinting of helping to rebuild an independent Ukraine after the Proxy war than let is rust and decay away.

I'm an advocate that the UK insurance\retirement pensions industry stocks (like: AV, LGEN, PHNX) are a good investment despite their SP are at all time high and paying healthy dividends above 5%+ yield. The logic is their dividend yields are high, boomers and Gen X are heavily placed with their private retirement pensions and annuities in these companies and any financial downturn means these insurance companies are in an attractive takeover target given the acquiring company will buy the company, lower dividends to fund the repayment of their acquistion. Should these insurance companies continue to stroll along at their current share price in a limping side wards movement , then what is there not to like with the generous dividends as payback on investment is good like in some insurance companies you could get payback of 15% yield within 2 years.

Greed is everywhere.

Plenty of fake gold and silver bars\coins threoughout the world so only buy from trusted sources.

I buy my gold from www.goldinvestments.co.uk as advised by Maneco64.

FYI: Youtuber 'China Observer' is owned by a 'Falun Gong' cult and sponsored by US USAID to stir up anti-China news and hate.

Lets' not forget China is restricting exports of Silver out of China from the 1st Jan 2026 which only causing to the Silver shortage and hence increase demand on the world stage.

Hold and Buy on Dips.

Why? They have not been expanding the mining of silver over the years or decades because of supression of the gold and silver prices and now with the explosion of AI and Green tech like EVs and Solar, it just means that Silver, Gold and Copper are exploding in demand and these metal prices increasing higher in 2026 and beyond.

Just looks at the properties of these 3 metals and you'll need to add mining stocks in your portfolio.

Metal - Relative Electrical Conductivity (IACS %) - Key Characteristics & Typical Uses

Silver (Pure) - 105%  - The best conductor, but expensive and prone to tarnishing. Used in specialized applications like satellites, circuit boards, and high-frequency connectors where minimal energy loss is critical .

Copper - 100%  - Excellent conductivity, widely available, and cost-effective. The standard for most electrical wiring, motors, and electronics .

Gold - 70% -  Very good conductor with exceptional resistance to corrosion. Its high cost limits use to critical, corrosion-prone components like high-reliability electrical connectors and microprocessors .

Once corrupt puppet Zelensky and his goons leave Ukraine with their stolen riches then Ukraine and FXPO can rebuild again from little to nothing.

It's not about who has the bigger stick, takes more land or creates more havoc to the other side, its about building longer peace, stability and a good and fair rule of law in which independent Ukraine (it's people,local and foreign businesses) can thrieve.

Hopefully, after this proxy war ends, independent Ukraine will use comon sense to free FXPO from it's chains so it can rebuild and grow.

Strike123,

15-20 companies does look a bit to many but it all depends on your investment strategy and risk tolerance too. Do remember to sell at the highs if possible and exit losers without a good future.

As much as one like to go all in on PM mining stocks like FRES to a £63 SP, there's a thought that FOMO might get the better of us should all asset classes like stocks, bonds, property, land, etc takes fall in a global recession. Therefore, I'm not all in of FRES and makes sense to buy into FRES only at dips.

If I was to look at buying, then it has to be companies in the insurance and pensions sector where they're pushed by government has been and where most working person has been pushed into saving for their own future and retirement. For example, Aviva, Legal and General and Phoenix Holdings are on my radar and I hold stocks in these companies too because they have a high dividend policy and in a promising industry sector.

Trump with his Oil and War agenda means Oil companies will be a short-term buy & hold during his presidency yet in the Long Run an exit investment because the world his shifting away from fossil fuels.

Seems like the bubble of everything is making investing in anything difficult so 3.75% and waiting (despite the horrible inflation) might be a okay short-term solution until we a market correction which signals an entry point to buy in.

Some positive BIG buys in FRES after the market closed today.

Might be a good positive day for FRES tomorrow.

As for Neo-Nazis in Ukraine in 2014.

Neo-Nazi threat in new Ukraine: BBC NEWSNIGHT

https://youtu.be/5SBo0akeDMY?si=O928c4vm22Gv2giD

Russia: US has promised us Ukrainian territory

Sergei Lavrov says it is 'good' that White House understands Kremlin's demands for peace settlement.

https://www.telegraph.co.uk/world-news/2025/12/16/russia-us-promised-ukrainian-territory-war-sergei-lavrov/

Putin's Top Diplomat Revives One Of Russia's Most Toxic Claims – And Turns It Against The UK

Sergei Lavrov went after all of Ukraine's European allies in a lengthy rant.

https://www.huffingtonpost.co.uk/entry/putins-top-diplomat-attacks-uk-using-old-russia-claims_uk_694166d4e4b01ca4c387895f

LOL - Looks like USA and Russia words are hurting UK, Europe and Ukraine's feelings as depicted by legacy media and also by the minions posting on this forum.

So funny!

Johnnth - The oil is for v8 cars, stocking up oil reserves, lowering inflation and more importantly for new wars.

The windfall tax are used by weak governments and not by rising and strong governments.

Mexico is stronger than UK and has a good illegal and legal exports to USA and the world.