Member Info for Splice

Jeremy what is the logic on the Russian government buying moex and impact on poly share price?

Karv if you think these markets are always efficient, go buy an index fund and allocate your tune elsewhere. That 90% dump doesn't imply a 10% chance the company survives. It was caused by many holders (funds mainly) being forced to dump a share that was previously a FTSE 100 blue chip. They had no choice and needed to exit, irrespective of their estimation of the share's risk.

Do we think there will be a tasty dip Monday morning? It's kind of unbelievably that these funds would blindly dump significant holdings into the open whenever a share is de-indexed (which happens regularly)

THREAD 1/10 Judging by the words of Russia’s chief negotiator, Vladimir Medinsky, a second topic has emerged in Russian-Ukrainian peace talks: the issue of sanctions against Russia (and their lifting). This both complicates the issue and the peace process and gives it a chance

Read full thread:
https://mobile.twitter.com/baunov/status/1504843075629236250

2/10 On the upside, a situation in which Russia needs something creates new opportunities. Before, Russia was choosing where to stop based on events on the ground. Now that decision is also being determined by the chance to get some sanctions lifted in exchange for an agreement.

The audience was made up of state employees and students offered a day off

That's positive. Will be interesting to hear what the news is on the EU options for ukraine

Nothing would make me happier than FA being right about this. Unfortunately I think he is off by a number of weeks at least

Yeah this is a slurping board mate take this elsewhere

I'm going to use the dividends to fund more speculation. 1 YOLO per year on a speculative play using my divis.

Buffa, is more money now being spent on increasing production?

Like so many 'conspiracies' Hunter Biden and burisma is true, the laptop was real, you couldn't make this stuff up

The dividend will grow though so you could be earning much more than 5k per year. Especially off gold takes off

Bond market is the smartest money. If they are buying this is a good sign

"BlackRock is in the process of trading to bring portfolios in line with new S&P Dow Jones index weights "

So BlackRock is one of the reasons we got these tasty dips

Sanctions are ruining the lives of ordinary russians. The effects of this will be felt for a generation. Most of then don't want this war. Reposting summary of the impact of sanctions:
https://mobile.twitter.com/IlyaMatveev_/status/1503789373069877248?s=20&t=BHtd1oqoKLFUljlHjeTAkQ

Dp, after you feeling a bit peckish? These nothing like a little afternoon slurp is there. A few thousand is a good snack. I'm not sure how I'm going to resist if BlackRock is going to feed us another tasty dip

What are you positions ray?

These are not lightweights;
Paul J. Ostling - former EY global managing partner and ex moex board member
Janat Berdalina - head of KPMG kazhakstan

Yeah it feels like I need to slurp my way to 100k. But I have another bunch of forrexpo so am basically there spread across the two.

How do they usually exit when a stock is removed from an index (and another added). This is a frequent happening