The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
It doesnt seem like an asset sale is imminent, but I cant say that i blame the BOD for that.
Yes, it was taking a long time before the war, but they were also contending with covid
unfortunately their crystal balls were broken so couldnt seen the Ukraine invasion ahead of time and get the deal nicely tied up before then
Big players on board, like KPMG, WA, DLA Piper, UBS - All positive
I'm sure KPMG dont get involved in fake asset sales in Russia just for the fun of it - that says to me there will eventually be some progress
im welll underwater so have no choice but to hold so guess i have to remain optimistic that things will get better
but even if the original buyers have walked away, the stuff in the ground hasnt disappeared, and its still needed for a green energy revolution , so whether we mine it ourselves or someone buys it, the value of EUA is surely going to be more than 6p in the future
i havent got much hope for a sale in 2022, but maybe 2023 will be our year
Hi Tilly,
Thanks very much for posting all the data that you do - extremely helpful to keep track of
I saw a few days ago that you mentioned a target for shorts - i believe it was around 31million. would you mind explaining what this means?
You would have thought with such a massive reduction in shorts over past week or so the price would have lifted - is it possible that the price is being suppressed to let these shorts get out gradually and then we will see a lift once theyve reached their targets?
Novice here in terms of shorting so just throwing an idea out
I'm not someone who was fortunate enough to get in at low prices, so I've got a very high average of 28 and am massively underwater. Unfortunately I've had some urgent cash calls in the last few months, so no more spare powder to take advantahe of the SP drop to top up and reduce my average
However, I'm choosing to block out the noise. If this BB didn't exist, and you only had the RNSs to go off, would you be much more relaxed?
Apart from the excellent research done by some of the posters, a lot of what's posted on here is completely irrelevant and you can't let it get it in your heads
Yes, I wish we'd had more news flow recently and the constant SP decline is unnerving, but I've got no choice but to wait it out and trust that the RNSs are truthful
The BOD are the largest shareholders here - I'm sure the SP decline hurts them more than the rest of us, having works for decades to get to this point. The fact they're not bolstering the SP with unnecessary RNSs shows to me that they don't want to risk any upset to the apple cart
GLA, hopeful for a v positive conclusion shortly
Could be just me, or does it seem like the wording of the SP Angel makes it sound like all assets in Russia are being sold?
I know we're out of the FSP, but could it be that eua are looking to get out of Russia and the buyers are now taking everything off their hands
Russia doesn't want businesses to exit - they don't want to plunge themselves even further into a recession and take their country back 100 years. If they nationalise businesses continuing operations in Russia, there would be a mass exodus
We live in a globalised world, Russia can't survive alone. and the only countries that Russia might consider nationalising are those who have exited
Hi Robyv, in my opinion putin isn't likely to confiscate eua assets. He's already said he wouldnt look to nationalise assets of businesses staying in Russia, only those who have abandoned their operations in the country. Confiscating assets of businesses staying in Russia would be a dangerous move and would discourage any future foreign investment in Russia for many years to come. Stupid move imo.
That being said, he's not a stable man so anything is possible. But it seems very unlikely to me.
Theres a lot of upside ay this level, and hopefully very little downside. We've seen the full so effect on euas Sp already of the war and its been relatively stable the past few weeks.
Hopefully much more good news to come
Great Post lovely boy, thanks very much
That really does help to put it all in perspective
Until we know the final result, we can't say 'it's taking too long'
We don't know what they're working on so timescales are near impossible to judge, but when you look at that breakdown you can see that the BOD have certainly been busy, have definitely been working to increase shareholder value and the landscape has contantly been changing
got fingers crossed for some TGIF news tomorrow
I dont need constant reassurance from the BOD, but do think some significant news should be around the corner - the "successfully conclude our strategy tweet" was almost 4 months ago now and there has been a long period of silence
hopefully theyre saving it all for one massive announcement, but i wouldnt mind a little progress update either
Been here since October 2020,wish I'd got in before though
Only 180k shares but I've been accumulating every month
Sold my first ever eua shares on Thursday at an attempt to trade to get more - bought back in today and now have 600 more shares - doesn't seem like much but every extra share counts when we get the divi!
I've wondered a lot over the past few weeks if a deal has been completed, but both parties have just been waiting to sign on the dotted line once hostilities had died down - therefore not breaking rules that essential updates to the business haven't been reported
Would be so nice to see a flurry on good news RNSs in the coming days
But most of all happy for the people of Ukraine that there looks to be a route out of this horrible business