Member Info for Splice

Yeah my theory is that market makers took the large trades late last week and are distributing them. Can't go on much longer.

FXPO is just different risk profile not a sanctions risk, instead a risk of war damage

Buysellrepeat, did you correctly predict there Ukraine invasion? In early 2020 did you recognise covid and dump all shares in January 2020?

Yes I have thought about it but but I'm not sure it's possible

I think it's Hargreaves and interactive investors

It's the ultimate diversified combination for the balanced portfolio: 80% POLY / 20% FXPO

Faber called 17 of the last 2 recessions

Ereb, that will be a hell of a slurp if it happens

The only person I see saying there is no dividend potential of you halfpenny

Mine, the decision to deny Russia access to their own USD reserves was significant. US did the same thing to Iran. Countries will now think hard about trusting the us with their reserves. Petrodollar is also dying, MBS refused bidens call which was previously unthinkable

You will want to be long on the day their meeting is confirmed

Cr888, I generally only manage to find one giga trade each year. I trade very rarely but do spend a lot of time searching for a big asymmetric bets. When I find it I allocate heavily. In 2022 I would say poly is my giga trade. Uranium and kadena was 2021. Boohoo was 2020.

Tier 1 - Gazprom / lukoil
Tier 2 - evraz
Tier 3 - poly

I can't say for sure what is going to happen but if tier 1 hasn't even been delisted, I can't see how they delist tier 3.

600, good to seen you are properly diversified. We aren't degenerate gamblers like that guy on Reddit that went all in one stock

600lt, I would be interested in the exact makeup of the shareholders right now. I do not think the (low) Russian ownership has changed much but I do think there has been a monumental shift from institutionals to private investors. Trying to get control of poly is now even harder than before and voluntary delisting is close to impossible

Jeremy, I think you need to accept you aren't going to hit the absolute bottom. I've rarely done it and no longer attempt it. Just slurp when it looks tasty.

I have 80k in an ISA and want to take that up to 100k. Win or lose I will never pay tax on divs or cap gains. 600LT have you any diversified or is this your main bet.

My theory is to buy a combo of forrexpo and poly. Forrexpo has little sanctions risk at all and will likely get you back to break even if the poly trade goes wrong.

600LT welcome I can see you are going to fit in here

Yeah it's a yolo, I actually think he should spread some into forrexpo but a 4x probably isn't enough for Even_Dish5269