Member Info for LythamSlim8

Yes, there is a detectable a bias in his rhetoric. Though is a valuable feed for updates on the situation.

Suggests that a breakthrough at Horlivka would open the door to an advance on Dnipro.

https://mobile.twitter.com/mhmck/status/1381845035185008640

Suspect that Azov / Black Sea is what Putin covets..

https://www.google.com/amp/s/www.express.co.uk/news/world/1421836/vladimir-putin-eastern-ukraine-donbas-black-sea-coast-crimea-usa-biden-ont/amp

Gives an idea of the likely targets for any Russia offensive. Should an attack succeed, the problem posed for seaborne exports is clear:

https://mobile.twitter.com/mhmck/status/1381308547158396932

Testing the uptrend that has been in place since November. If this goes to 225p, as I expect, it will be a decent trade.

TigerByTheTail suns it up succinctly. Worth also pointing out that this situation will pass & once it does FXPO will deserve an even higher rating. Medium term FTSE100 contender is my view.

Just need to get through the short term first!

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Yes, I understand where Poltava is.

One scenario that is niggling me is a Russian advance to control the Black Sea coastline - eastwards from Crimea and through Odessa in order to have a land corridor linking Crimea and Donbass.

Forget invading Kiev, which would get NATO involved. Russia is showing off the toys around the east and south. Imagine the effect on seaborne exports if that came to pass.

Decent update on the pelletiser upgrade and enhanced output but I'm out for now. The situation in Crimea / Donbass has made me nervous. Been a great run up from March 2020 and looking forward to the Divi next week. With no scheduled news for a while I can see this drifting at best. Worse case scenario imho is a pull back to 225p.

Have put a few quid into CAML which looks set to go.

GLA

This fella on Twitter ( https://mobile.twitter.com/mhmck ) gives regular updates on skirmishes between Ukraine and Russia. Has a PhD from L.S.E so is probably a commie but still a good way of keeping up to date.

The sp could get hammered down to 225p and still remain in an uptrend.

Yes, most of Eastern Ukraine is naturally Russian speaking and is essentially just a buffer area. Crimea is the valuable bit because Russia needs a warm water port. Russia could be after a land corridor from the Donbass into Crimea. Alternatively Ukraine could seize Crimea. Or things could stay as they are. Problem for FXPO is that whatever the outcome this situation is hotting up (Trump didn't give a toss, Sleepy Joe has family investments to safeguard) and this invariably puts downward pressure on the sp.

Buckle up for a little turbulence on the way to the FTSE100!

http://theeconomiccollapseblog.com/as-russian-tanks-move-toward-ukraine-the-globe-braces-for-the-possibility-that-world-war-3-could-soon-erupt/

https://mobile.twitter.com/humenm/status/1375458050618888193

Wouldn't surprise me if the recent action in growth shares heralds a renaissance of value over growth.

With rising interest rates this could be the beginning of a multi year move for value shares like FXPO. ??

...bear in mind that a doubling of the price to around £7 (entirely feasible imho) would, at current standing, have FXPO knocking on the door of the FTSE 100.

Trackers etc buying in.

Obviously no one can predict the future with accuracy but this gives a reasoned guess as to where oil is going in the next month..

https://www.zerohedge.com/commodities/jpmorgan-predicts-biggest-short-squeeze-yet-begins-next-month

Bought a few more under £3.10. May fall further but seems a bargain all things considered. Next stop £5+.

This looks ready for another vertical leg.

9.90c would go down well.