RE: Next positive SP catalyst(s)?4 Jul 2023 12:29
Hi onthebwagon, re your 10:50 …
i’m pretty sure that you and i do have rather different opinions about putin, ukraine, the war etc etc. but it was not my intention to open up yet another of those tedious arguments on this board between the pro- and anti-putin types. those discussions seldom get anywhere & often make no attempt to consider implications for EUA and its shares. if there’s no real link to EUA’s prospects, imv those arguments belong better on facebook, twitter, or the pavement outside ‘spoons rather then lse.
rather, i am wondering what kinds of events etc. people on this board think might be positive catalysts for the EUA s/p in 2023? - and in relation to that, many folk on this site have previously raised the idea that the ‘end of the war’ could bring a more positive outlook for EUA shares.
…but of course, there are lots of different ways in which the war might end…
… so, ** setting aside** whatever one’s own moral, political and cultural preferences might regarding the conflict in ukraine, NATO’s development, putin’s character, biden’s effectiveness, merits of youtube vs msm, etc etc, my question would be, ** which kind** of end to the war would be positive for EUA shares? (and by implication, of course, which kinds would not).
[me personally, i’d prefer to see putin dangling by his ankles from a lamppost in red square rather than going to the hague, but that wouldn’t necessarily be the most helpful thing for the investment prospects at EUA.]
wide range of scenarios are possible, evidently, ranging from an unconditional surrender of ukraine to putin + end of all hostilities + putin installs puppet government, through to an all-out nuclear way between russia and the west [ - my guess, not so good for EUA s/p, that one -], through to a violent overthrow of putin by internal putsch followed by raging civil war in russia.
what kind of end to the war can people envisage [- note, not the same as want - ] which would be positive for the EUA s/p outlook? (… corollary, in what ways might the war end which would *not* be helpful for EUA?)
e.g. as one tiny aspect, relating to your own post at 10:50, if there is regime change in russia as part of the war ending, would it be better or worse for EUA s/p if the selection of putin’s successor came via free and fair democratic elections, or by other means?
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