Member Info for LythamSlim8

This looks a blow to Putin and Russia's aerial superiority.

5 minutes onwards for the relevant bit..

https://youtu.be/g-hpcexRlxA?feature=shared

Couldn't find the El Mundo article which is quoted.

But yes, it looks like this will happen - Zelenski has been replaced by Abu Mohammed al-Jolani.

If this is accurate then Keith Kellogg will get a chance at a ceasefire tomorrow.

Also mentions the involvement of Defence Minister Rustem Umerov and Economy Minister Yulia Svyrydenko.

https://x.com/boris_beissner/status/1864024704958222403

Maybe.

Looks as you can now trade through the Revolut app.

When bounce.?

Apparently GS have out a note which identifies potential winners from the reconstruction of Ukraine. Anyone have a link?

Seeing more reports that focus on what comes afterwards like this one

https://www.rte.ie/news/2024/1116/1481229-rebuild-ukraine-2024/

Just a matter of time now before some kind of deal.

There you go, elections in May is the suggestion.

https://x.com/TheEconomist/status/1856434339019387263

How would that go ?

My guess is Z would be gone long before the count.

Https://www.washingtonpost.com/national-security/2024/11/10/trump-putin-phone-call-ukraine/

Just out - Trump call with Putin last week . .

https://www.washingtonpost.com/

It's over..!

Hmmmm...I wonder 🤔

Quick backtest of 200p this morning.

No looking back now - looks like some big vertical legs coming up.

On the subject of takeovers,,

Who's next..?

https://www.reuters.com/markets/commodities/coeur-mining-buy-silvercrest-metals-17-bln-2024-10-04/

The way i see this is the hedges are a drag on earnings under rising gold and silver prices.

If the market doesn't fully value earnings potential and resources, then it is vulnerable to takeover and the bidder will actualise the value.

Looking good.

You reach a point in the cycle when it's cheaper to mine PMs on the stock market than in the ground.

If gold keeps going up, the move will prove irresistible to the HOC SP.

FCF versus debt inflection point staight ahead.

Solid results.

Decent cash flow. Maybe the debt pile could be paid down a little quicker IMO. But that's splitting hairs in light of the growth opportunites offered by Monte do Carmo and the drilling programmes at Inmaculada and Mara Rosa.

There's a lot of good news here and suspect HOC will start to attract an enhanced forward multiple with investors attracted by the growth story.

Newmont Mining earnings out later. Good news there will shine a light on the whole sector - analyst upgrades etc.

Eking out a fresh 3 year high yesterday.

Something has changed, on the ground and also here with FXPO.

Just watching at present but am considering taking on a full line of FXPO shares once again.

It was the Northropp Grumman RQ-4B Global Hawk's presence over the Black Sea that led me to the conclusion.

Perhaps doing a bit of reconnaissance so Ukraine forces know where to aim at the Russian anti - aircraft missile systems.

Take out those and Crimea is vulnerable.