Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
@JWBellamy
'Shareholders are fortunate to still be able to sell above 50p imo'
Is their good fortune your miss fortune?
IMO shorters should be grateful they can still close their positions for less than £1.
Https://www.ft.com/content/98f37cee-aaf6-47c5-b032-bde2968e00f0
Very sad what is happening in Ukraine. It may have maintained it's pride, but at what cost. Front line soldiers are now being told there will be no rotation until active fighting stops. How many years will that be? How many years will it be before they can be reunited with their emigrated families? Meanwhile the country is being bombed into the dark ages.
@Pockerchips if Poland were to follows Hungary, Slovakia and Greece out the door I think the game would be up. Italy might also follow Argentinas model of just defaulting.
Alex. You make a good point with the mexican comparison. I do however think the economic damage being inflicted on the EU has the potential for its demise. Too many countries joined the club expecting eternal hand outs. The combination of economic stagnation caused by the war and the cost of arming and rebuilding Ukraine will mean membership becomes increasingly expensive making decisions to leave far easier for any populist led countries.
Looks like the West is looking to tie Trumps hands by channeling weapons supply through NATO. Russia knows that this fight is far from over and is imo going to prioritize rebuilding munitions reserves and strengthening defenses. For this reason, while small gains of the odd 100 square miles might occur, I don't see the front moving much in the next 12 months. Ukraine unfortunately will remain in a state of war for the foreseeable future, with it's men obligated to serve on the front line so that western soldiers don't have to. As for FXPO, it's legal nuisances will eventually be resolved since the company itself is not the target of these. It will continue to operate in a difficult environment, but it's assets will remain intact and operations will continue. Frankly I see the current dip as someone trying to capitalize on fear of a Russian surge, but that isn't going to happen, and so I am confident on a strong share price improvement in the nearish future.
No doubt there is an escalation in the exchange of taking out strategic assets going on. Putin is furious that refineries are being taken out, and is replying with strikes on Ukraine's electricity infrastructure. Off course Putin sees the west's hand in all off this, especially places like Britain who can't ship enough drones to Ukraine. The balancing act of giving Ukraine just enough not to win the war is a delicate one, give to little, and Ukraine is lost, give to much and you wake up to a nuclear missile strike in one of your provincial cities. It's the main reason Germany and the USA have been backtracking recently.
@alex1978uk
Ukraine may not like a ceasefire on Russian terms, but it may have no option, the demographic situation is desperate https://youtu.be/MLcZ8OKI-r4
On the basis that the case against him is very clearly having a financially detrimental effect on UK shareholders, and because of his substantial ownership of a UK listed company, can someone please tell me why court proceedings are not happening in the UK?
Https://www.independent.co.uk/news/world/europe/ukraine-war-russia-zelensky-klitschko-b2458171.html
I suspect a fair number of cfd muppets got fleeced today.
Https://www.forbes.com/sites/melikkaylan/2024/02/05/for-ukraine-another-hidden-danger-looms/
I see Victoria Nuland is retiring. Given she headed up the Ukraine desk at the state department does this mean we are seeing a comprehensive programme wind down in Washington when it comes to Ukraine?
Typo: north sea
The alternative to a ceasefire is too horrific to contemplate. If Macron, NATO and the Telegraph gets their way then I fear for the worst. It won't be my share portfolio I need to worry about, it will be the number of Russian nuclear submarines in the red sea that will worry me. We are all told how unhinged are leaders think Putin to be, but still think it a good idea to cross his red lines. Ask yourself this, if NATO troops do engage into the war and Putin reacts as stated and uses nukes, where do you think he will use them first. He'll need to use several, all at once, but at the same country, thereby hoping that the response is limited by acts of self preservation on behalf of those countries not hit. We must of course be thankful for the Germans for leaking how very much involved Britain has been to date.
I think there will well be a ceasefire. This is not the same as peace, but at least it will drastically reduce the casualty rate which neither side can afford, especially Ukraine, given it's smaller population. How long the ceasefire last will depend on many factors, I hope everyone's sake it last indefinitely so they can live their lives and get back to rebuilding. The alternative of continuing to fight till the end would destroy forever a people and it's culture.
Https://www.reuters.com/world/turkey-hopes-ukraine-ceasefire-talks-can-start-soon-2024-03-03/