Member Info for OracleofOldham

I just topped up this morning myself, though really just getting back to number of shares I'd held before.
Like you I have another tranche of money to put in but unlike you I'll be waiting till after report as feel I have enough in here should this take off and there seems to me a fair few other stocks I can put money to work in.

Hopefully I'll be regretting this decision in a few weeks, or at least ruefully smiling at it. :)

OMG what is wrong with you guys??
Nuclear war means we are all fcuked not just one specific stock..
So assuming we don't all die and global equities and cash don't go to zero, this is a very good company to be in so just a shame all you read on here is rubbish about Putin is perfect no Zelensky is is great, ffs let's just make some ******* money here

and now due to Brexit we can't get European staff who want to work in these roles.
the second part of your sentence seems to contradict the first.

sounds good news if someone's trying to buy up the stock.

https://www.youtube.com/watch?v=zvSryb7vZ1c

This interview from June may have been shared already but if t, interesting

Andy if you are saying because bad things happened before it's ok for them to happen now you're a couple of kopecks short of a rouble

correct

will not that (like shell and bp) be good for us longterm when our dollar commodity profits are transferred back into the weakass pound?

Yay almost back to even :) everything from now is gravy

https://uk.finance.yahoo.com/news/russian-gas-exports-slump-third-181715237.html

oh 13th Sept lol should have just looked on here instead of their own site

not too soon I hope as had to take money out to buy a different stock I saw quicker returns in (funny how that often doesn't come to pass!) so worried this will jump before I reinvest.

Do we know when interim report will likely drop?
Looks from previous sometime in September but I couldn'rt see anything on the website.

Anyway definitely feel this is a good stock to be in long term as the tech is exactly what customers will come to expect of theme parks as well as airports, resturants, etc

last 10 yrs of low pricing not decades :)

The reason I'm invested her is that I believe we are at the start of a commodity cycle.
I expect commodity prices to go much higher in the next couple decades due to the last 10 decades or low pricing, meaning low investment, meaning as demand picks up you can't just tur mines on to increase supply.
However due to it Ferrexpo only being in Iron and it's lack of geography (even b4 the war) it is one of my smaller mining company holdings.

That said, and assuming little long term damage, I definitely expect this to back on 400 very soon after the war ends.
Depending on people's risk tolerance now is definitely a buying phase, but I would certainly caution putting too much of your holdings here due to the mentioned lack of geography and commodity diversification.

In retail especially this is down to Brexit.
Now that we have such a tight labour market, and we've also stopped young European workers, from countries where working in retail and hospitality is seen as a 'real' career, not looked down on as it is here as just a part-time job for kids, you end up with poor staff. You have to have someone in the shop so if the option is a disinterested, lazy person or having to close the store/restaurant for certain shifts you'll have to go with the least bad option.

The only plus is this is a sector wide issue not ours specifically and I do believe we hold a good niche area in the market that stands us apart from Starbucks, Costa, Nero, etc. Hopefully one day one of the main parties will be able to if not admit the mistake of Brexit, at least admit we need European labour for our stores/restaurants to offer better service and and improved productivity which will lead to a stronger economy.
I'm not an ideologist, I don't care who's in power as they are just 2 wings of the same bird, but I do care if our country, and my companies are being hamstrung by their ideologies.

they don't, they just find chat boards with Russian or Ukrainian connotations and then spam them with pro Russian propaganda

we do shakes too.
Indeed if they are only place in Euston to do ice cream they need to be out shouting that for the summer.
This though I'd say comes down to the store manager rather than company in general but let's hope (s)he pick their game up

Russia are not going to drop nuclear bombs right next to their own country and that of their main ally Belarus.
zero chance. The whole nuclear bomb conversation is for the birds.

I don't think anyone can give a definitive answer.
It's more likely then a week ago, but then the company itself it still ok and you have to think that once the war ends the suspension will come to an end given we aren't building missiles and according to company we aren't even sending steel to the army.
When that happens, all the details should still be intact regarding who owns what shares and computershare or someone else will link up again.
I don't 'think' there is a large risk of privitisation I think it's just a waiting matter either way and hope the war ends soon

I would definitely call or message HL or whoever you are with and ask them that question rather than this board. No offense peeps but between a trading platform and random internet folk I think I know who I'd trust most to give the right answer

I am fortunate that I do not have too large a holding here, though still enough to care if it goes to zero.
However unless I am mistaken the decision for Computershare to stop offering transfers in Evraz , whilst not a great feeling, doesn't actually make any difference in the current climate.

We can't buy or sell anyway so whether the facilities to do so are there or not is rather irrelevant.
Assuming the war eventually ends and the UK waters down it's sactions on Evraz, which is certainly just being picked out to try and pretend the Tories are tough on Russia despite on the ruble that have been pouring into their party, Computershare (or another company) will feel ok to allow Evraz transfers again.

So I am just going to keep my shares where they are rather than request paper ones because if things turn out 'ok' a few months or even year or two down line all the details will still be there whereas getting paper certificates I feel will only complicate the situation.
Also if Evraz decide sod it we'll just privitaise the company and pay everyon x per share, it will be much easier for me to get that money via HL then having again to find a dealer to trade in my paper shares to get the money.

All IMO DYOR etc etc. Annoying situation becasue if you pick a company that goes bust you can at least look back and see mistakes but when it's down to the whim of politicians which company shares should survive and which should fail.
However this risk is why when I hear people on here, or on say Polymetal or AMC boards talking about going all in I think the risk to reward is just too high. Hence having a smaller holding here then in say Anglo American or Glencore which have much better geographic diversification