Member Info for LoungeLizard1

Tipsey, no, I'm talking about the other drop around Xmas/NY, not the massive one.

Xmas/NY drop in SP (around 7.88%) is due to company's FY 2023 update and guidance for 2024-2026. Production is expected to decline by 4% in 2024, 3% in 2025, but increase by 4% in 2026.

Minecheck, Poland will be doing no invading. They will, however, step in, if Ukraine falters. If that happens, Russia will lose. Polish military is among the best in Europe now. Russian army isn't even the best in Russia. They are too dependent on PMCs like Redut and mercenaries from the Levant and Africa. Also, Zelensky has no mansion in Miami. Don't know where you got that from. I'm aware Ukraine population has diminished significantly, hence why they need to win. Russia is still a serious foe, but they aren't doing well. Revenues from LNG have collapsed (despite massive reserves), inflation is high and the ruble has lost over 40% of its value since December 2022. Putin is also now spending up to 30% of the federal budget on armaments. Total waste for the Russian people, they will be paying for this in more ways than one.

MC, you are absurdly naive.

1) Significant civilian casualties are inevitable in Gaza. Hamas is careless enough to base its command and control centres in heavily dense populated areas – Shifa hospital has already now been confirmed to contain an intricate tunnel system beneath it.

Also, many in the West are bothered by it – huge swathes of people, in fact.

2) Civilians on both sides are going to die. There is always collateral. And anyway, Ukraine is in a war for its very survival – remember, Russia invaded them – what did they expect?

3) Zelensky will not be replaced – ever. Ukraine will also not surrender - ever. The West, and the Ukrainians have too much invested in the war. Negotiations aren’t going to happen – not now, not soon. Ukraine may be outgunned and outnumbered, but it is too proud and tough to surrender.

4) Russia will never win. There is a bigger chance of Poland and Lithuania getting involved. And if that happens, Russia will get thrashed.

5) 'Peace' only helps Russia. In that case, the SP will collapse – like MMC Norilisk. No reputable investor outfit will touch it. Putin will most certainly use a cessation of hostilities to regain and regroup his forces, while sabotaging the Ukrainian political, economic and domestic scene with the infiltration of bad actors, spies and traitors. He, therefore, needs to go. ‘Peace,’ will only be meaningful and true when Putin is in a cell or dead, and when Ukraine has no Russian soldiers on its soil. Only then can Ukraine be peaceful, free and sovereign.

Bloomberg reporting Ukraine has exported 13 million tons of products through a shipping corridor in the Black Sea via 430 vessels since the channel was created in August. SP is down 3.1% currently, but expecting it to regain any losses when the Earnings Report is issued on 11th January.

SM66, if it hits £2 by end of January, I will quit my job. Immediately. £1 would be amazing to be honest. Personally, hoping it is at least goes to 60p a share by then, want to sell a little and use the profits for other stocks.

I don't see that, thanks for info.

Trading halted in T212.... typical.

SP is rising as predicted, although it's still not late to dip in. I'm currently topping up, up 10% already. Shares still a absolute bargain. FXPO is unbelievably resilient, kudos to all workers and soldiers fighting for the survival, development and livelihood of the Ukrainian nation.

Okay, things have been happening fast. Last night, the Russians lost a Su-34 bomber in Mariupol and a Su-30 fighter over the Black Sea. They also lost 28 Shahed-131/136 drones, one Kh-59 cruise missile and one Kh-31P air-to-surface missile. All of this is on top of the three Su-34 bombers lost on December 22nd in Kherson. The destroyed aircraft alone mean a loss of around $270 million dollars. The Patriot Battery is some kit. Expecting SP of Ferrexpo to certainly rise next week and in NY – as well as Lockheed Martin and Raytheon. Going to buy some more for sure.

Reckon SP will be touching high 80s, possibly 90s in early 2024. Output has been steady and exports have been resumed. Business is resilient, considering the circumstances – there will be no ceasefire – whatever propaganda people seem to be spewing on Twitter or whatever, is simply that: propaganda. Ukraine and Russia will continue to fight. A negotiated peace is not something I see occurring. It would be disastrous, not just for Ukraine, but for the West and other Eastern European states. Russia must lose. And sooner the better. Let's hope the F16's the Ukrainians are receiving by the end of this year help – 18 of them are certainly one hell of a Christmas present. A Ukrainian stalemate, let alone defeat, would mean more violence, not less. Poland would be forced to intervene then. The only good thing about such a decision is that the Poles would absolutely thrash Russia – but let's hope the Ukrainians can do it without them...

Poland will not allow Ukraine to lose. They may have their differences, but Poland has not denied that they would intervene militarily if Russian forces made significant, decisive advances – both Donald Tusk and the Polish ambassador to France, Jan Emeryk Rosciszewski, have commented they would simply not allow such a state of affairs to occur. Poland would directly involve itself if NATO/US support ultimately fails. In that case, Poland will thrash Russia. They have history. Poles took Moscow in 1610 with the Lithuanians. Anything can happen.

FXPO are still resilient economically. The far, more pressing issue is people. The war's impact on the population cannot be overstated. I mean, Ukraine's birth rate has fallen by 28% since the start of the war, with 38,000 fewer births in the first six months of 2023 (96,755 births) compared to 2021 (135,079 births). This is a fertility rate of about 0.7 – lowest in the developed world! If the fertility rate fails to increase and emigration levels stay high (at least 6 million have fled), the Institute for Demography and Social Studies at the National Academy of Sciences has forecast that the population could shrink to as low as 24 million by 2030, about as half than in 1990 (roughly 52 million). It is an annual loss of a million people. Nonetheless, with an established foothold in the Dnipro, the state of play has changed ever so slightly for Ukrainian forces. Only time will tell if they can route the Russians, and expel them forever. Western arms companies (BAE, Airbus, Leonardo, Textron, Honeywell, Lockheed Martin, Rheinmetall, Krauss-Maffei Wegmann, Boeing, Raytheon, to name a few) have committed to the war effort. Hopefully, they make the difference. The Russians themselves are utterly incompetent, incapable of issuing a killer blow. The war now seems to be one of attrition.

Planned submarine hub in Cardiff for the AUKUS program. Exciting, enormous potential.

https://www.business-live.co.uk/manufacturing/rolls-royce-cardiff-hub-plans-28061922

More good news. Still think RR is criminally cheap at the moment, one of the few British companies worth bothering with.

I can easily see SP rising upon further positive revelations and development.

Hey, source is here:

https://metalexpert.com/en/login?RedirectTo=https%3A%2F%2Fmetalexpert.com%2Fen%2Fnews%2Fhtmlinetnewsbusen%3Fhead%3DUkraine-ships-biggest-iron-ore-batch-in-18-months-from-Pivdennyi-Port%26unid%3DD3957CBD5DF4949DC2258A520037ACB5Q&head=Ukraine-ships-biggest-iron-ore-batch-in-18-months-from-Pivdennyi-Port&unid=D3957CBD5DF4949DC2258A520037ACB5Q

Friday, Ukraine shipped biggest iron ore batch in 18 months from Pivdennyi Port . 180,000 tonnes of iron ore is bound for China.

Situation and market is admittedly volatile, but surely a buying opportunity? Down 5% now.

Ukrainians have officially established a foothold in the Dnipro. FXPO up 2.54%.

Armas, stop projecting and learn to read before replying. Palestinians are Arabs.