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It's not directly relevant to FXPO but it is definitely an indirect motivator to Donald J Trump and his quest for MAGA and reclaiming the Billions of dollars spent assisting Ukraine.

BBC again.

"Possible movement on Ukraine minerals deal - US media

published at 15:14

15:14

We are seeing some reports that there may be developments in the proposed mineral deal between Ukraine and the US.

The initial deal, put forward by Donald Trump, suggested that Ukraine would supply the US with rare earth minerals as compensation for the aid the US has provided to Ukraine since Russia invaded in 2022, and ongoing war-time financial support.

Bloomberg reports that the original proposal suggested the US would take 50% of license sales and other proceeds from the minerals, which would violate Ukrainian laws. Now, it reports via a source in Kyiv, the Ukrainian side has put forward changes to the offer that would benefit both sides.

The AFP news agency similarly reports via an unnamed "senior Ukrainian official" that talks on the minerals deal are progressing. "There is a constant exchange of drafts, we sent another one yesterday," it reports the Kyiv source as saying, adding that Ukraine was now waiting for a US response."

Worth keeping an eye on

BBC from Keith Kellogs X account.

"Donald Trump's Ukraine envoy Keith Kellogg says he has held "extensive and positive" discussions with Volodymyr Zelensky.

"A long and intense day with the senior leadership of Ukraine. Extensive and positive discussions with Zelensky, the embattled and courageous leader of a nation at war and his talented national security team," he writes on social media.

These are the first remarks from Kellogg about meeting Zelensky since the media - including the BBC - gathered for a news conference from the pair yesterday, only for it to be cancelled at the last minute and camera crews ushered out."

Was always going back to 110p and that dip to the low 90's was a gift.

Just need a next leg up before or with results.

They certainly gave a good indication of what's to come.

There may be some merit in what you say but 30p to 18p?

I'm just thinking that it's probably back into oversold territory.

Just imvho

It's being strangely treated for sure.

Not quite sure what the company needs to do to up the share price, other than what it is doing.

I know they are not tradeable on the open market but no allowance has been made for that very fact and it is as if the market is discounting the fact they are still there.

Why weren't they cancelled immediately?

Matt Moulding on the build up to the demerger made a big point about any demerger dilution being given back "in time". No doubt a big selling point which lured many into the placing. What he should have said was that it would be a minimum of 1 full year from the effective date.

This might be one of the "drag" factors on the share price.

Mr Moulding doesn't need to buy shares now for imvho in not immediately cancelling the old B-shares / D1 shares and leaving them for a minimum of a year before doing so there is in effect a dilution effect until they are cancelled.

It actually needs others to buy the shares or a 10% day.

Not often I agree with you Rock8 but it does need to be the other side of 40p to stand any chance of FTSE 250 inclusion at the next cut off.

it looks like a bit of negotiations going on behind the scenes with kellog's visit with a new draft minerals agreement having allegedly been presented.

hopefully it all goes quiet, shuttle**** diplomacy continues behind the scenes and they thrash out a deal, and the next we get to hear is of a scheduled phone call or meeting between putin and zelenski.

https://kyivindependent.com/trump-administration-presents-improved-minerals-draft-to-ukraine-after-zelenskys-rejection-axios-reports/

Feel free to add as I will no doubt have missed lots and their may also be more insightful posters with a legal or corporate legal backgrounds.

I sat and tried to look at this objectively last night and read through several pieces of the company literature and it is littered with instances of litigation, investigations, suspicions and seeking to arrest / freeze assets. In the main they all seem aimed at targeting Zhevago but it struck me how almost confetti like these were and hardly a glowing endorsement for attracting investment into any country.

I'm also definitely no corporate lawyer but this latest targeting will as I see it have a number of glaring obstacles to overcome and actually listed some of them below and suffice to say I think it will result in a lengthy and elongated process and we should see a Peace Deal and Ukranian elections and potential change happening a lot sooner.

Here's just a few of my thoughts.

1. Firstly they will need to put together a case and lodge it with the court. Sufficiently so that the court see it as a runner. That hasn't happened yet from what I can see.

2. It will have Zhevago solicitors or counsel all over it, probably as of yesterday.

3. It will also have FXPO solicitors or counsel all over it. FXPO's stated position on these and I expect them also to be onto it and dealing.

"In case of the commencement of enforcement procedures for any ongoing legal disputes, the Group will challenge every order and action of claimants or bailiffs in the court, which is expected to delay for a reasonably long period of time and block the seizure of funds and assets”

4. I also see one major stumbling block and technicality in all if this and it will probably centre around 'Legitimacy' to do as they seek. The state claim they are putting an appeal to the Court to try and nationalise the assets of Poltava, land and leases, track, railway carriages etc. Yet, they only seek the court to additionally consider at the same time transferring 49.5% of the Corporation Rights of Poltava to the state (Presumed Zhevago's). But it is 100% of these Corporation Rights, i.e. the Shareholders and the creditors who in theory own the company and all of these assets.

Following on from that - what also of

*the Yeristovo Mining and Enrichment Complex

* the Belanovo Mining and Enrichment Complex

* Offices within Ukraine

* What of all the other assets like the Ship, 49% of the port berth, canal barges. Dubai marketing office, established clients and routes to market etc etc.

It is after all a working business and going concern and there is just so much material for solicitors and counsel to get their heads around and teeth into and I haven't even touched on any appropriate legislations.

Personally on re-reading things I thought it all read premature and opportunistic.

Perhaps reassuringly though was the fact that 50.5% of the Corporation rights were not even being challenged and that I read as being where my shares are.

Feel free to add as I will no doubt have missed lots and their may also be more insightful posters with a legal or corpor

Well by not holding a joint press conference they have definitely taken the wind out of Zelenski's sails and brought him back into line.

These negotiations are the Donald J Trump show, not the Zelenski show and DJT has now got both sides perspectives and continuing rapport with both sides.

Now the important bit and time now to weave a deal imvho

Just popping it on the right thread.

Bit more meek and humble on Zelenski's part and Keith Kellog feeds back to Donald J Trump, which should now give him both the Russian and Ukranian perspectives.

https://www.bbc.co.uk/news/live/cn489e05k09t?post=asset%3A9abf94c9-0710-4f12-a82b-198f5aebb3d4#post

The FTSE250 candidature as 1pencil correctly points out as per THG RNS is based on the respective Market Caps of all respective companies on the 4th March, and effectively being above the FTSE 250 Automatic entry position. So no they are not in - as yet.

You would actually have thought that with that being your aim you would have gine out your way to release as much positive information as possible to get investors to onboard. From memory, since demerger just about all we have had post trading update has been an investor find of multiple new CEO's.

At a £482M market cap then right now they are going to miss out. That's simplistically taking tonights market cap and popping it on last Fridays rankings and there are 19 other companies above them at the moment.

Needs a saviour of a 10% day to get it there imho.

I intend to hold for if it has any implication it is for Zhevago's holding and not the 50.5% in public hands.

So if you don't hold why are you wasting such valuable time on a bulletin board you have no position in. Are you just bored? / looking for a cheaper entry point? Why re-register under another name?

The bit you miss Ethan is this important piece

""The court is also invited to consider the transfer to the state of corporate rights in the amount of 49.5% of the authorized capital of PrJSC "Poltava Mining and Processing Plant".

Thanks though for taking the time to register under another identity and your second post and that you just so happen to have stumbled across the FXPO bulletin board for your first posts.

Even if they transfer 49.5% to the state - the 50.5% that my shares are in is not touched imvho

These negotiation are the Donald J Trump show, not the President Zelenski nor the President Putin show and undiplomatic public statements can undermine any progress made.

Probably all 3 together though when anything gets signed.

Over to Trump and lets see if he himself says something, having heard both sides.

Predictable after yesterday really. Censored joint statement means both sides won't be risking another public outburst.

I get issues are close to peoples hearts but as others have stated it should never have started in the first place yesterday imvho. Anyway that's what the cameras see. Interested in what other discussions and conversations have or will take place but probably won't find out.

Keith Kellog, just as Rubio did on the Russians, reports back to Trump on the Ukranian position. Probably already done and throughout.

Next part imvho is the important part and the weaving of something acceptable together.

The demerger was supposed to increase the share price by taking out the Capex draining part of the business and the lease liabilities and leaving the debt with Reaminco. The created B shares that were used to carve it out and take Ingenuity private with the £75Million cash were thereafter converted into D1 on the effective date. Sadly thise D1 shares that were to be cancelled but it will be at least a year for that to happen (No idea why) Had they been cancelled then everyone was meant to have a bigger slice of a smaller pie without any real dilution. If anything less shares existing afterwards so negative dilution.

But it hasn't quite worked out that way which begs the question what were all the advisors, legal and brokers paid for?

Tbh, its been a complete debacle, and furthermore it looks like it's being conspired against to keep it out of the FTSE250. Unless it has one of those day before 10%ers.

Zero news, nothing to write home about or even shout about. You seriously would have thought some would have learned their lesson by now !!

Corporate event please and lets have a complete change of faces on the BoD.

Imvho.

The share price where it is does seem very odd given the multiple recent contracts

imvho