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Happening Again

It was the same story with the annual report. The day after we saw no movement, then for it to skyrocket to 80p the next few days. With this one, it takes a while for the markets to wake up and realise the good news. For people that dont actually read the reports or research, but watch stock ticker signals (sadly most of the junior analysts and retail investors), this is just another Mining Company.

Give them some time to smell the coffee like a fellow said here earlier.

The reality on the ground regarding the war seems to have Kursk as the main event. Russia wants to secure Kursk on the battlefield so it doesn't have to compromise on the table to receive Kursk. They will want to secure it before Trump. If that hapens we are gold.

If any of you are interested in EMs, you would have noticed the Turkey stock market bump two weeks ago. It was Syrian Regime collapsing, every single stock related to construction rose %30. Thats what will happen to this stock.

I have written here before that the deal is done, Trump and Putin shook hands on trading Syria for Ukraine. Russian boots left Syria, and Putin will get to keep the lands grabbed. I expect no peace will be made till Russia recaptures Kursk, and once it does peace can happen anytime.

We will hear increasing talks of "Rebuild Ukraine". We will cherish.

About the Court cases. Worst case scenario Fxpo pays 100 something million USD. It really is nothing compared to the assets the company has. Assets = Collateral = Financing.

When it comes to a thrid world corrupt regime like Ukraine, I would be more worried about the risks we don't know rather than the ones already surfaced...

First quarter of 2025 will be dominated by the chip chrisis it seems. Second quarter could be all about SME's, nuclear powering the servers, hungry ai tech and so on. RR haven't received any interest from the Nuclear Stocks retail investors frienzy. Look at Nuscale, Look at Oklo, uncomparable to RR when it comes to manufacturing capabilities, existing supply chains, track record... I

personally got interest as a covid recovery play, and got rewarded nicely. But i might just stay for the nuclear energy hpype and ride it more.

Not to worry Midas. You are still early

March 2025, Conflict Frozen.

Russia struck a backdoor deal with the US that in exchange for leaving Syria, gets to keep whatever cities it has took of Ukraine.

Ukraine on a long and windy Path to Nato, talks going on here and there that it would take a while. Russia secretly okay with it, as it would mean imminent ongoing threat situation, where the public vote supports the ongoing regime.

"Rebuild Ukraine" program starts. Dutch companies farming, Japanese Building the infrastructure, Turkish building the easier stuff. Germany funds and furnishes industry 4.0 programs.

September 2025

FXPO Pumping out iron pellets like there's no tomorrow. Crazy dividends going on. Talks of acquiring steel plants.

"Russia will attack again soon" the papers say. Share price just under 300p.

No iphone 18 coming out this year, haven't you heard about the semiconductor crisis?

Spot on popo8, the frozen conflict is what works for everyone. Europe still under the leash of U.S. as the sleeping bear might wake up again. Putin is eternal president as he alone can save Russia from the Western threat..

What about FXPO then? In my opinion people will have to see news about Ukraine being rebuilt in the mainstream media to believe it. Though it will be too late by then, institutions will get in much earlier and drive the price around 150 ish by March.

ukraine - proxy, warzone. romantic slavs getting manipulated by snake politicians with imported brains. unfortunately ruined. thats what you get when losing sovereignty and being a proxy. biggest victim here.

russia - putin needed to refresh dwindling support from the mafia (oligarchs, bureaucrats). played his hand so unexpectedly well at every turn, that now is a demi-god. also made friends along the way, and created synergy with china (lets see how that plays along in the long run)

u.s. - dont think of a country, think of a consortium of 5 privately owned companies. oil corp, health corp, energy corp, tech corp, war corp. they needed europe back on the leash, europe was innovating too much, creating its own corps using cheap energy from russia and also cozying up to china too much. heck the french even suggested an e.u. army. blasphemy. also showed to the world how big his balls are, again.

europe - the confused pinnacle of civilisation. forced by the u.s. to let go of their cheap energy. gotten scared by the u.s. that the big bad bear will eat them. europe is the hot girl that wanted to have affairs with china, russia, etc. but the u.s. came and forced her to sit at home, and wear the hijab. every european over the age of 40 secretly admires putin, because they don't want their children to be ****sexual. biggest loser of the war.

JP Morgan Cazanove consistently sniping RR target 3 months ahead, for the last year and a half. I remember their target of 74p hitting before the uptrend. Current target 640p

Ill help you out buddy, just follow the steps:

1. If RR up, Buy RCEY Premarket. Close end of Day.

2. If RR down, Short RCEY Premarket. Close end of Day.

3. Dont use stop loss or take profit, thats how the casino makes money.

4.???

5.Profit

I have invested in RR during covid, while I was researxhing for Covid recovery plays. I had a sizable investment on average price around 100p. I have also fooled in and out with granite 3x from time to time. Then I needed to inject cash to the business, so sold most of my RR around 220p.

I have sorted things business side and got back in at around 350p (It was so hard to get in mentally, thought this was the top level).

Moral of the story, If you believe the Market Cap of a company is lower than where it should be, invest. Dont mind how much it gained YTD

Tell me a better gambling stock than Fxpo for the US Elections, I dare you!

Harris= Sub 40p, then flat 40-50p.

Trump= Over 80p, possibly steady climb to 150p.

Well, because of the Going Concerns the price sits at 60p. When its less risky and the price is at 240p, it will be much less concerning to invest.

Court case of $117Mil.

Worst case scenario, company has to pay.

State wouldnt want a failed Ferrexpo company, so:

-seisure of passive assets that dont generate revenue

-payment in installments

-tax breaks

117 isnt that big of a number, if not required to pay at once.

One of the very rare opportunities in the stock markets where you can actually buy after the rns, knowing it is good, the market hasn't realised yet, and the train still hasn't left

War ends, we fly. Don't get shaken at these levels.

The War's End is not a Pub in Camden, no. It is infact what will happen after the U.S elections. The current borders will more or less stay the same, maybe except Zaphorisia. It was never about Ukraine or Russia. This was the US waging war on the economy of the EU. Now that Germany manfucatures less, France exports less, and Eastern European nations receive less FDI, the objectives are accomplished. Now its time for the America First policies of Trump, to close the Iron curtain again between the West and the rest.

What happens after the war ends? It continues in a low frequency. Artillery battles here and there, occasional terrorist attacks with minimum casualties, FXPO shipping both to Ukraine and to Russia as corruption grows evet more rampant in Ukraine and in Russia.

The gods of the Iron pellets decide on consolidating capital, try some shenanigans like a Rights issue or stock splits, get rid of small investors, revenue skyrockets, stock prices reach 450p in 6 months, everyone here that survived the roller coaster becomes an official war profiteer.

The European and American businesses still operate inside Russia. They use their Dubai Entities, Turkish Distributors etc. Some even operate with the same brand name and all, setting up a comp in Russia.

When you guys talk here about business annexation and parts taken away in any circumstance looks very funny to me.

I would start being afraid if terrorist attacks rock Moscow and Hypersonics go after Kiev administrative buildings. That would mean this became a real gloves-off situation, and I would sell all my holdings. Until then, sub 100p is a very decent buy.

Well my logic(gamble) is that current borders are set with endless defensive lines and except some towns, it will stay as is in general.

The war machine is very expensive and politically risky to change gears from Holding Zones to Offensive, as we all witnessed, neither side wants that with the elections coming up everywhere.

So with the assumption that borders will stay the same, collective west will want to invest in Ukraine as is, I know many countries already shared parts of Ukraine and specific industries among themselves to invest in, develop and profit from. Russia (and China) would also want to develop their new regions, since they have already invested and built cities like Mariupol, spending much more on cities they typically spend on in Russia.

With this development frienzy going on in a high risk high yield environment such as 2024 Ukraine, I think Fxpo supplying both sides could benefit alot even domestically, without bothering shipping through The Bosphorus and Danube. I don't see any government seizing any assets if the scenario thats outlined here plays.

Then again this is all my wishful thinking, so best we keep doing our own research.

Forget everything for a second, we have a company here with the Market Cap of £470 Million.

Many mining or refining companies are worth more before they start production or mining operations.

Lets realise how undervalued this piece is. Yes, there is incredible uncertainty including (although very slim chance) assets may be seized, but the upwards potential is so great!

Dyor - Also check the company financial wellbeing, regardless of the risks and opportunities