Member Info for Sergio20

Ukrainians want peace like nowhere else in the world. To love and talk about it does not mean to get married. Actions are needed, not words and promises. It's been 8 months since Trump became president and everyone keeps hearing only empty promises.

Yesterday I forced myself to listen to Trump's press conference. It's impossible to listen to this nonsense. A psychiatrist is needed here. Trump repeated several times that he was flying to Russia for a meeting and not to Alaska. Putin could have captured Kyiv in 4 hours, but one general didn't drive along the roads through farmers' fields. Russia defeated Hitler and Napoleon. I think Sir Winston Churchill and the Duke of Wellington will rise from the grave from such words of the US President. That only Trump can stop the war in Ukraine and America is putting pressure on Russia. Over the past 8 months, zero sanctions on Russia and zero military support for Ukraine. You can only expect idiotic decisions from a complete idiot. This is the diagnosis and his name is Trump.

I still don't really believe in this meeting. Trump is a showman and a “great deal maker,” or so he thinks. What kind of deal will he strike at these talks? A former KGB agent with a criminal past outmaneuvered two New York real estate dealers (Trump and Vitkov) and they agreed to the meeting. There will be no result. Yes, this meeting is very important for Putin, an opportunity to break out of isolation and also demonstrate to his new master, China, that we can talk to the US. Putin's anti-rating is 70% in the US. Putin usually signs agreements that have already been agreed upon and are ready for signing, so what will they agree on? One possible reason for the meeting is to discuss business projects that Putin, through Vitkov, has proposed to Trump's entourage. This is Putin's usual way of bribing the Western elite, nothing new. Due to Vitkov's lack of diplomatic experience, he confused what Putin had proposed to him at the meeting and told Trump something that Putin had not proposed. Three days later, Vitkov ( a useful idiot in Trump's circle)confirmed that he had misunderstood Putin's proposal.

Zhevago has a billion dollar liability for a bank that just went bankrupt. No one knows what will happen next. This is just the beginning.

The interests of the NBU in the foreign jurisdiction are represented by the leading law firm Hogan Lovells International LLP. The National Bank stated that it will continue to take all possible legal measures to fully recover the funds.

On July 11, the High Court of England and Wales issued an order to seize certain assets belonging to the former owner of Finance and Credit Bank, Kostyantyn Zhevago, according to the National Bank of Ukraine's press service.

"Despite strong resistance from the former owners of insolvent banks—who continue to delay proceedings and manipulate the judicial process—the National Bank remains committed to recovering refinancing debts from insolvent banks, including Finance and Credit Bank. We welcome the decision of the High Court of England and Wales as another step toward achieving this goal," said Andriy Pyshnyi, Governor of the National Bank of Ukraine.

The London court's order is aimed at securing the NBU’s claim for recognition and enforcement in England of a ruling issued by the Shevchenkivskyi District Court of Kyiv on October 1, 2019.

There will be no meeting 99%. putin needs the capitulation of Ukraine and the complete occupation of 4 regions that Russia does not control. putin has not signed a peace treaty with Japan in 25 years, the price of the issue is 2 small islands in the Kuril Islands. This is a game of former KGB officers with a criminal background.

Contingent liabilities and legal disputes-this point needs to be read many times. The company now has a risk of losing about $100 million, a risk of a fine of $3.8 billion and a new case against the company's director in Ukraine for $179 million and a block on the 20% VAT refund. Is it a little for one company? When the company's management writes that they will solve the VAT refund problem with international partners, it all looks like - I would only be glad to be deceived. Before the war, the Ferrexpo company was a 0.9% contribution to the Ukrainian economy, TOP 10 largest investors in the country, 3% of all foreign exchange earnings. Ferrexpo is the largest taxpayer and employer in the Poltava region, it is 20% + in volume and 25% + in value of iron ore exports. Didn't anyone in the government know when sanctions were introduced against the company that this would worsen the company's performance? The number of lawsuits over 3.5 years of war against the key shareholder and the company is more than in the last 10 years. This is not a coincidence - this is a plan to take over the company, which was developed by an old friend and business partner of President Z. The latest protests in Ukraine against corruption were connected with President Z's attempt to repeal anti-corruption legislation. The National Anti-Corruption Agency came very close to President Z's corrupt friends. Independent publications write a lot about this. I do not see any good options for the company while President Z and his entourage are in power. Regarding the key shareholder of the company Zhevago, yes, he is a former oligarch who spent his entire professional life building a corrupt system and of which he himself became a victim. The Ferrexpo company is a different story, the company must continue to work and pay taxes during the war. When the war ends (we do not really believe that it will end quickly), then deal with the key shareholders of the company and do not touch the shareholders of the company. P.S. The British court did not agree with the arguments of the Ukrainian government that Zhevago was laundering money and rejected the claim.

It all looks very strange. The company will run out of cash in three months. The pressure on the key shareholder Z has reached its highest peak since the beginning of the war. The president's entourage with government are trying to make the company bankrupt and then nationalize it. The risk of nationalization like Yukos is very close. I do not see any reasons for the stock to grow in the near future. I'm afraid that everything could end in a lawsuit of Ferrexpo shareholders against Ukraine, and that would take at least 5-7 years.

If anyone has access to the FT newspaper. A large and truthful article was published about the key person in the entourage of President Z who created all of FEXPO problems and continues to destroy this company. As long as he is near President Z, unfortunately, nothing will change.

The polarising power of Andriy Yermak, Ukraine’s other wartime leader

President Zelenskyy’s right-hand man is fuelling concerns over creeping authoritarianism

https://www.ft.com/content/4d6114d3-6a0a-41f3-9f6c-6637a1536246?accessToken=zwAGOrC5QprIkc9NYRTTagpB89OfbGY3oVNiRg.MEQCIGcqJLYVtf4kY-YHsMhCAiEP6dOG8R-SoSUIvyUKYD8qAiBgXxQaJOLJuhyGx0LzLDNHGQp1TpuA37-iFgEuyTqHIQ&sharetype=gift&token=e1d211c8-ec9b-436d-94e3-200e37c94f71

Nothing new that I wrote about earlier. Fexpo problems reflect the general situation in the country. The entourage of President Z does not need a successful company that provides jobs for people and pays taxes. These corrupt people need the assets of this company. These are people without morals and human values. What the West needs to do is introduce personal sanctions against corrupt officials and ban them from entering Europe and the United States. President Z and his entourage do not plan to live in Ukraine after the war and they do not care what happens to the country. A million Ukrainian citizens are fighting at the front against russia and they are fighting for freedom and for their families.

We can dream. Yes, the shares will fly away after the change of government and new presidential elections. I think that the company will file a lawsuit in London. The war has been going on for 3.5 years, maybe in 2 years the shares will really grow. The value of these shares depends on domestic policy and not on the price of ore.

Hello! These are all new publications from 18.07.25

The situation with corruption has changed very much, after the departure of the previous American administration, no one controls the activities of the corrupt circle of President Z. Last week, FT printed about the repression of anti-corruption activists in the country. Today, Bloomberg published an article. All these stories about the fight against Russian agents are a fog to hide the true goals.

Takeaways by Bloomberg AI

Ukrainian law enforcement arrested two investigators as part of a raid on the premises of anti-corruption officials, according to the Prosecutor General's Office.

An unnamed employee of the National Anti-Corruption Bureau was detained under suspicion of spying for Russia, and the head of a local office in Dnipro was detained for allegedly assisting his father in selling industrial hemp to Russia.

NABU said in a statement that the risk of agents of influence from the aggressor state exists for any government body, but it cannot justify halting the work of the entire institution.

I really like the optimism of investors. Unfortunately, the situation around the company and especially with the key shareholder is rapidly changing according to the worst-case scenario. I wrote about a possible scenario this winter. As far as I understand, the entourage of President Z decided to gain access to FXPO money and assets as quickly as possible via direct management.

https://esbu.gov.ua/news/ukhylennia-vid-splaty-ponad-17-mlrd-hrn-podatkiv-beb-skeruvalo-do-sudu-spravu-shchodo-kerivnyka-poltavskoho-hirnycho-zbahachuvalnoho-kombinatu

A new criminal case has been opened against the company for 41 million dollars.

https://esbu.gov.ua/news/ukhylennia-vid-splaty-ponad-17-mlrd-hrn-podatkiv-beb-skeruvalo-do-sudu-spravu-shchodo-kerivnyka-poltavskoho-hirnycho-zbahachuvalnoho-kombinatu

The recent accusations of the key shareholder of FEXPO about the involvement of his pharmaceutical business in collaboration with russia gives the entourage of President Z the opportunity to confiscate all the assets of the key shareholder of FEXPO.

Most likely, FEXPO will lose the case for 100 million dollars in the Supreme Court.

The root of all the problems is a personal conflict between President Z and the key shareholder of FEXPO Z.

I still watch the company. Each person makes the decision to invest in a company's shares independently.

The Supreme Court of Ukraine dismissed the complaints of Ferrexpo AG and its subsidiaries about the seizure of shares of three mining and processing plants. № 910/268/23 shall be left unchanged,” the court ruling issued on July 9 states.

https://biz.nv.ua/markets/verhovnyy-sud-otkazalsya-snyat-arest-s-akciy-gorno-obogatitelnyh-kombinatov-zhevago-50530840.html

The investigation established that the head of the mining and processing plant, who had set up a tax evasion scheme, entered false information into the company’s official documents, in particular, deliberately understated the price of iron ore products when exporting to related legal entities - non-residents located in Europe and the Middle East.

Such illegal actions resulted in the failure to receive more than UAH 1.7 billion in income tax to the state budget.

Mike1974

I don't think my publications have much impact on the stock price. I confirm my publications. The April ore export report will be released within a week and look at the result.

https://gmk.center/en/posts/ukraines-iron-ore-exports-why-are-they-falling/

Onlyonewhufc

I publish news that I find on local resources. This interview appeared yesterday. Perhaps you have a direct connection with the company. I do not plan to invest in this company now. I do not play pump and dump. The problems that the government has created for the company now have nothing to do with the war or the resource deal. The growth of tariffs for transportation and electricity make production low-profit, and when your volume falls, the business model becomes unprofitable. Look at the production report at the beginning of July. I do not see any changes for the better yet. I am watching the company.

I'm sorry, but don't be so naïve. The mineral deal won't work until the war is over. No investor will invest in a country that is fighting the biggest war in Europe in 80 years. russian missiles have destroyed gas storage facilities 1,000 kilometers from the front line near the Polish border. The only benefit of this deal is that the US will continue to supply weapons under the guarantee of mineral resources. No one knows how many mineral resources Ukraine really has. This deal is more about PR than money. Trump likes it.

We are cutting our production by more than half," says Ferrexpo CFO -

New interview to LigaBusiness Ukraine. Ferrexpo CFO Nikolay Kladiev talks about the state's debt on VAT reimbursement, production cuts and the fate of investment projects

https://biz.liga.net/en/all/all/interview/we-are-cutting-our-production-by-more-than-half--ferrexpos-cfo

You are a Russian complete bastard, just like your country of such bastards. Yesterday in Krivoy Rog children died in a missile strike on a playground. You will all burn in hell.

https://edition.cnn.com/2025/04/04/americas/ukraine-strike-zelensky-russia-latam-intl/index.html

Russian strike on Krivoy Rog city kills 19 people, including 9 children, one of the deadliest attacks this year

Idi na xуй konchenoe russkoe yebicsche. Kozel

Anything is possible. Until there are elections, I will be watching these stock. After the war is frozen, everything will change dramatically and there will be many questions for President Z and his entourage. This is the only chance for the company to be revived. All actions of President Z’s entourage against the company are absolutely destructive. I'm afraid that even Netflix will not take him for the leading role of the President of Ukraine.