Member Info for Westy54

Hello everyone, I know there is currently no correlation of POLY shares between the MOEX, AIX and LSE seeing as a lot of brokers have ceased to allow trades on it but just looking at the various indices, from the end of Sept to end of Dec POLY's share price has gained 48.4% on the MOEX and 43.42% on the AIX yet only 25.89% on the LSE. Whilst this may not be surprising I thought it was interesting to show just how much potential catch up there could be within POLY's share price even just at today's prices in order for it to correlate more closely with the other two exchanges. Of course what is unknown is what the trigger will be that will re-open trades with brokers on the LSE. Will it be redomiciling? Will it be dividend declaration? Or asset split? Peace declaration? Sanctions being lifted? Or even a combination of some or all of these? Whatever it is, POLY's share price on the LSE has quit a bit of catching up to do......... Looking forward to it

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Carl, why do you do this????? Constantly posting drivel that is personally aimed at others, has nothing to do with the company, our investments or indeed anything of any material use whatsoever. Please stop it, my eyes only have a certain lifespan and I don't want them wasting their time reading your totally irrelevant waffle.

CR888 - what I found interesting (In my usual boring way!) was to see that Gold has closed out this year at almost exactly the same as it did last year (+0.02%) and Silver closed out +3.52% on last year's close. So, after everything that has happened this year, the war, supply line disruption post pandemic, labour shortages, inflation, interest rate rises, collapse of crypto, the bond and equity markets and slowing (Almost to a standstill) global economies, both precious metals ended up pretty much exactly where they started the year..... and I have to say that, I found very interesting. I do think the first half of next year will be a battle between inflation and central banks but I also believe the second half of next year will see great improvement, I guess only time will tell. Good luck all of you and especially us POLY holders!!

Affmaead - and hence the requirement for POLY to redomicile to a "Friendly Country" before any asset split can be completed

And hence the requirement to redomicile to a "Friendly Country" before any asset split can be completed

JAB you're right I remembered the video couldn't remember whose it was. If I remember rightly he said poly probably have 30yrs supply of resources to mine, either was fingers crossed it is looking good

I also note that their estimated Ore reserves go up each year and now stand at 17 years based on the current rate of extraction, really, the whole article is a great read from our point of view. This is my last post on it :))

Having read the whole article, which was a very good read btw, just take a look at the quarterly reported figures for the 3rd qtr vs 2nd etc, extrapolate that through to the current final quarter, with FX at 70'ish and gold at or slightly above $1800 and I for one am very much looking forward to the 4th qtr / prelim update figures on 25th Jan.

Saga, many thanks for that post, it is a phenomenal article and well worth the read all the way through, thanks again

Buysellrepeat, sorry it does not list the analysts brokerage, just says 1

I think the very best we could hope for in 2023 is the reinstatement of the lost 2022 dividend of about 40p per share. Not too sure though whether the previously mentioned dividend in specie in recognition of a split would replace this or be in addition to it, anybody got any views?.... of course you have!!

And EPS has moved from 0.2 to 0.61 pps in a week which might explain the TP movement..... we might be setting up for a very good start to the New Year, roll on 25th Jan for Q4 and prelim 2022 yr end update

Hello All,

Just an observation would not read too much into this as there is only 1 broker quoting a price target for POLY on Stockopedia at the moment, however, I noticed this morning that it has gone up from $15 to $16 per share to just over $20 per share since I last checked which will have only been a couple of days ago. Like I said, only 1 broker quoting but a positive indicator none the less perhaps?

Ha ha ha haaaa

Merry Christmas Everyone,

Should be a roller coaster ride next year!! Have a good one.

:)) Godd dammmit, I really wanted that first prize

:))

That is a great post Saga, thanks, I had forgotten about that. Very broadly then the Gold price has gone from 1600 to1800 $/oz which would equate to and extra $280m of FCF. On top of that, assuming the presentation was written at the end of August when the FX was about 60, up to 70 is a depreciation of 10 RUB and each RUB movement adds FCF of $23m to $27m so on the conservative side that would equate to an extra FCF of $230m. Which gives us a total EXTRA fcf generation of $510m at current fx and gold prices, that's very interesting, thank you.

I am well aware that the market managers manipulate share prices at the "Whim" of institutional investors, but come on.............. Todays volume has seen nearly x10 the volume in terms of shares and monies bought vs sold and yet the share price hasn't budged an inch! This is just ballocks, whatever happened to supply and demand?!?!?!