RE: Monday's Polymetal Discussion7 Nov 2022 11:27
@Saga - good post, worth noting that more than 70%+ of the company debt is on the POLY R side. Kaz atm is only one generating FCF.
@Pippa - good post, Yes as it stands POLY R isnt generating FCF but its expected to be in 2023, as you say something will have to be done about POLY - R in the future or depends how the spilt takes place, one thing is for sure they want to keep that LSE listing so i dont see it being moved, more likely wait for sanction drops or apply for an exemption.
@Kuurj - ile give you one tip, dont ever look at AIM stocks as an investment, buy\sell trade them, long term holders normally get rinsed (learnt the hard way)