Member Info for LythamSlim8

Can't fault the business. Has kept on pumping out the high grade pellets through thick and through thin.

As ever with Fexxy, it is geopolitics that can often move the SP more than the state of the underlying business.

Peaks and troughs, man.

It is the repurcussions of this that concern me. How and to what extent will Russia retaliate?

£2m buy at £1.67.

My view - this war is a blip. The plant is a huge asset with a long life. If or when this incursion ends things will eventually return to normal but the market won't wait for that to happen before it discounts it in to the price.

The other factor is that a reasonable outcome would remove some risk that has previously held back the SP.

Good Co going through a difficult situation.

I've put my money where my mouth is.

Couldnt comment on POLY as don't follow. Been in and out of FXPO for years now.

I see new all time highs within 12 months.

SP hitting 247p would fill the gap left in February.

Beware the Ides of March and all that but OOTT may be sniffing an end to the hostilities.

Very quiet. Think EVR is more active today. Lol.

Last week that. Which, in mining, is a long time at the moment - look at EVR.

Pretty sure that I have zero effect on FXPO's market cap.

Yes I am aware of his past. Always a good read though. Hates commies too, which is endearing.

https://www.armstrongeconomics.com/world-news/war/comment-from-inside-ukraine-lack-of-peacemakers/

Zinc also shifting.

Been knocked (unfairly imho) to a reasonable price at which the solid business is yielding 8%.

Looks to me like the end stage of a cup & handle pattern that could take it to £4.

Boris clearly some kind of genius - surely deserves the top job somewhere.?

Worth a read..

Assymetry of risk oh yes..

https://seekingalpha.com/article/4493178-evraz-stock-wars-oligarchs-profits-high-risk-high-reward

Mental. Could fill that gap around £2.50

Could be as early as tomorrow:

https://www.independent.co.uk/news/world/europe/ukraine-join-eu-parliament-war-b2025174.html

Things are escalating quickly. Whilst extremely provocative, EU membership would remove much of the geo-political uncertainty that has been a persistent drag on the SP.

£10+

Historic. Make sure he doesn't send it 2nd class..

https://twitter.com/ua_parliament/status/1498326340591919110

Yes. Putin may not last the week. EU good for FXPO though the cynic in me thinks Ukraine may be better off with Russia :-))