Member Info for lodan1

Let's hope gold bounces back tomorrow too...if it continues to drop that won't do any favours for mediocre results...expected are not

I imagine both rasp and evr are dealing with fairly elevated costs due to having to work with and around sanctions

I would be very happy if your predictions were right...3 days still rasp update

Infinity I would be extremely surprised to see figures anywhere near that

Agree and I think they'd be mad if they didnt

Poor old cey tanks on every rns the last year...but our time will come

So in a message a few days ago you denied the fca would be party to any agenda and are 100% independent and today if we make good profits they will want to keep us suspend with that in mind....make your mind up. They either follow their own rules (which I doubt as most bow to political pressure to a degree) or they will judge how they act based on how it will look.

Hopefully in 13 days everything will be a bit clearer

We agree for once :)

https://news.sky.com/story/amp/ukraine-war-chelsea-fc-director-among-two-russian-oligarchs-hit-by-uks-largest-ever-asset-freeze-12590182

2 close to ra sanctioned as he was trying to hide assets with them....with 5b they froze in Jersey the other day he must be running out of billions now

Maybe rasp could make that argument to not produce their results but it seems there's will be good so they won't be as keen to hide what damage has been done if it's minimal

I can't see why they won't. From what I read others weren't reporting as it would disadvantage large holders who couldn't react to price sensitive news. As evr is suspended no one can sell or buy anyway so no disadvantage to anyone so not sure that line would hold much water.

Topped up at 2145

I don't think holders who bought low will walk away with nothing, but have to say it looks like the start of the end as an lse company

This is a bit different I think

Sounds like POG is pretty much done from their rns today

Cheers for the viewpoint deepdive, much appreciated.

@deepdive...I don't have a large amount of knowledge in this area but I would have presumed that contracts would have stipulations supply to be paid with in a certain percentage of spot price...ie no less than 5 or 10% below current price

I've said a few times I can't see a div this year...very back end at best. Can I ask deepdive (as you seem more clued up than me) why do you forsee the steel section will be hit so hard....as far as I read only about 10% to Europe and steel prices are higher than last year?

I try to stay positive but must admit the radio silence is making me nervous.