Member Info for ProxLDM

It's easily worth $2B+ with them levels....

I'm not overly bothered by it but what worries me is them dumping everything in the west...Along with the LSE listing, separation of the company leaving all the debt within the EU side of the business and taking all the assets to the MOEx of which will make every single one of the directors a HUGE amount of money.

Effectively making them so much richer than the beginning of the war. But that's worst case scenario.

@TUBA

Clearly you didn't look too good...

16.43% up

311.8Rub or 416p a share.... Double the price.

https://www.moex.com/en/issue.aspx?board=TQBR&code=POLY&utm_source=www.moex.com&utm_term=poly

Is my calculation correct?....

418K shares traded on the moex - A lot higher volume running through there currently.

That amused me.... "Go on my son" haven't heard that in a while..

The sell off needs to happen soon, I'd rather they sell off and sink the SP a little more. Than sell mid-way through the results pump.

I'm still in the RED here, another 15-20% rise I'll finally be BLUE. No worries or panic my end - as we'll all be in a profitable trade come a few years, even those with a £5 avg.

My views aren't changing at all on THG. The economy will still be in a chit place come 2 years, we've enough cash to remain open for the next few years.

THG started with a £500K investment.. Now look at it - MM took the company through that to now. He may be chit in the city but he knows how to run this business.

Exactly that - There's only like 2 stages you have to notify at, then <5% nothing needs to be said.

I think they might have done all their selling, the fact we're pushing 68 now might indicate that. Now let's look for any other funds selling out. Softbank maybe? As they're sitting on HEAVY losses and are looking at changing their whole investment matrix! Softbank are BRUTAL, they could just dump everything to start a clean slate.

So that's my next worry, what are Softbank going to do?.... A lot of shares were put back into market over the last few days, who swept them up?

$23BN Loss..... That's a tough one to swallow in 1 Quarter.

https://www.ft.com/content/8d84b488-8f97-4742-ab46-154d3b312a82

Lol. Shut up Ste.... Waffle rubbish.

£1.70 is fair value... Idiot. Double it at least.

Nearly hitting that 30day closed period before results, like I said in my last post....

Watch the buys to give an indication of H1 results....

Personally I'm leaving mine in as HL will report to EVRAZ the holdings they hold - Then it'll be up to HL to distribute any dividends if they received them, they're essentially acting the middleman in it all with the added security of still retaining anonymity.

The Company will be listed again, it's just when will it be listed again?...

Exactly that - In no position to pay Div.

But what did they do with the Div money? Huge uptake in Total Assets - Possibly just holding a lot of steel? Did we purchase a load of spares then fully depreciate it in the year?

Well, I guess it's a day to start arguing with each other.

Just step away from the computer, there's literally no point being here until H1 results are released. Come check the SP the week before release, that'll normally give you an indication if you see large buys.

Same Chit that happened with the BID, It leaked throughout the city. Large buys come in, gained nearly 100% profit then sold out to the PI's. Rinse & Repeat.

Never try catch a falling knife - I'll happily miss out on a 10% bounce to be sure on my trade. I said the lows here lay at 110 and was laughed out... I certainly didn't think we'd be at this level.

I'll fund the alcohol & catering for the day. I'll probably then take myself on a 6 month trip around the world to celebrate.

THG hits £7, Value is stable. Dividend is announced, we're closing in on £10 a share. Ahhh the days ahead.... If only.

Correct Maestro - The price is now sat at above 170, especially with their reasoning. That's why they never give out a price of £2.50 is the lowest value as that'll then set the bar at that level.

So the company could not be bought out for less than £3 even, as it'd be against their reasoning. Open to all kinds of lawsuits.

New lows everyday, I'm at the point now were I don't know what to do. It's being heavy manipulated to levels it should be no-where near.

I'm in the red like all of us but not massively nor enough to worry about. This is a growth stock, not a dividend stock.
I feel like putting 60% of my portfolio in here, it feels like too big of a steal to sit and watch this drop.

However, I just don't have the full confidence of the board to do it. I understand it's a great company, the financials indicate we're onto a winner. But I'm very conflicted, I've been thinking about this for the last 2 weeks what to do. I'm in at 20% of my portfolio. WAAAAY too much within this particular sector, let alone company.

As like all here, I'm averaging down. But I'm overinvested, ignored my own principles, yet I want to ignore it and put more in. The daily struggles.....

Have a read - See for yourself the market; https://wwd.com/beauty-industry-news/beauty-features/beauty-deals-mergers-acquisitions-fundraise-2022-1235029159-1235029159/?sub_action=logged_in

25 July 2022 - EVRAZ plc (“EVRAZ”, the “Issuer” or the “Company”) informs that on 18 July 2022 it had sent a request for a special licence to HM Treasury, Office of Financial Sanctions Implementation (“OFSI”) in order to make a regular coupon payment due on 19 September 2022 under outstanding principal amount of US$704,099,000.00 Notes due 2023 (the “2023 Notes”) and 30 September 2022 under outstanding principal amount of US$700,000,000.00 Notes due 2024 (the “2024 Notes”).

The license has been requested to enable the basic needs of the Company to be met in order to satisfy the obligations under the 2023 Notes and the 2024 Notes which arose before the date on which EVRAZ became a designated person.

EVRAZ throughout its history on capital markets always diligently fulfilled its obligations to investors and being a prudent borrower aims to put all possible efforts to fulfil obligations in front of its investors.

The Company will inform investors about key developments in due course.

183? I think we might see 160.... This isn't going to end well for LSE at all in my opinion

All of the board hold their shares on MOEx - Why wouldn't they want a more favorable split, this could make them all even richer than before.....

Why do i feel like us on LSE is going to get screwed on the split....... Sitting in this update makes me want to dump whilst I'm still in the blue

NO DIV this year - Which we thought anyway...