My thoughts23 Nov 2019 16:45
Don't usually come on here weekends but having a look in as been mention of deramping at weekends and so on. I'm interested to hear some contrasting views but I can't see how anyone thinks a JV is more likely than disposal, given that the Suschev RNS says he was brought in to advise on a potential disposal of assets explicitly. Or even talking about UK tax implications when the company is based in Russia. I've been in this share since 1.12p but if you were in at .4p in august you have already 10 bagged so plenty of derisk potential I suppose. But personally if I made 100k but could make 1 million, or maybe even more maybe the bigger risk is to be out. But it depends where you are in life or if you feel you've seen this before. I definitely haven't but it is my #1 share I have and I've had about 30 now. I think an offer could come any time and that could rerate the share straight away. Then might be a time to derisk. But I think first offer could be followed by better offer. I also think offer might be contingent on flanks and performance so that you can cash out early or get more when flanks approved if you hold. Being Russian does make some westerners wary but I think that's reflected in the low price so not something to worry about yet. That's why it's not 7p already mainly is my hunch so no point throwing aspersions around really as it's already priced in. But the BOD have my every confidence and seem very high calibre I'd rather them in some of the british companies I have tbh.