Member Info for Whosnext

Thank you Lawrence for the regular and often real-time transmission of important and factual information (And this, even if I do not have the same opinion - for example on P. Maslowski). The same cannot be said of some of your sterile detractors, who have emerged in recent weeks and who seem to want to lead with full power.
Happy Holidays

Is it technically possible for a company like POG to renegotiate with bondholders a longer maturity (without counterpart)? A kind of moratorium in 2022

Could it be that POG plays poker; knowing that the means of pressure is that if there is a full sale at the moment, the shareholders will lose everything, but the bondholders risk losing 75%.

That being said, if Gazprombank is hostile to us, as may have been the case with the stake in IRC, the problem remains.

If I had the heart to joke, I would say that there is still the possibility of asking for the help of P. Hambro. It would be nice to help Petropavlovsk rather than IRC paying a dividend

Sorry not 2025
Van Eck have been invested before ??
And Feb 2015 : Van Eck Associates (less than 5%)

Van Eck have been invested before ??
And Feb 2025 : Van Eck Associates (less than 5%)

Van Eck have been invested before ??
13/12/2021 : 3,67%

It also seems to me but it didn't last long.
Surprising for a famous Western investor

What a heartbeat!

So IRC creates as much value in a year as pog's market value. The world has goes crazy (again)

With Fewer short positions, any further drops would be limited.

Short positions fell yesterday: -0.59 points

I don't see it like you. Now that the separation from IRC has happened ; It may take a little while to know where we are going in terms of potential refinancing. And therefore strategy. The Board still seems to be working on her. The new appointment of Ms Yakovleva is a step in the right direction.

On the other hand, I wonder if Mr Mukherjee served any purpose; Especially if the agreement to sell IRC shares was already irreversible.

Total debt repayments US$91m
Cash and deposits balance US$58m
Total debt oustanding US$118m

What a lack of luck (for POG)

For years, I have been thinking about having a small stake in IRC; I made up my mind and stayed up late at night to buy at the opening. Impossible. This morning, I have the explanation. The share price is suspended until further notice.

Law13, you have news of Peter Hambro in a new IRC video:
https://www.commodity-tv.com/embed/watch&v=2938

6 December 2021
Petropavlovsk PLC (the "Company") reports that its wholly-owned subsidiary Petropavlovsk 2016 Limited (the "Issuer") has today released the results of its previously announced offer to purchase for cash (the "Tender Offer") up to U.S.$60 million in aggregate principal amount (the "Maximum Tender Amount") of its 8.125 per cent. Guaranteed Notes due 2022 (the "Notes")

Title of Notes : 8.125 per cent. Guaranteed Notes due 2022 issued by Petropavlovsk 2016 Limited
ISIN/Common Code : XS1711554102 / 171155410
Outstanding Principal Amount on Launch of the Offer : U.S.$364,269,000
Principal Amount Accepted : U.S.$60,000,000
Accrued Interest Payment : U.S.$5.642361 per U.S.$1,000 in principal amount of the Notes
Outstanding Principal Amount following Settlement of the Offer : U.S.$304,269,000
Proration Factor : 0.55

I have been thinking for some time that selling IRC for almost nothing could be the price to pay to have much less probability of being ousted as a small shareholder.
This year IRC will become really profitable for the first time this year; But can also be the last. Who knows. Do any of you also own IRC shares? What do you think about allocating a small percentage of POG to IRC. Is it too reckless/suicidal?
What would be the minimum legal share price in the event of a takeover bid if someone has an opinion

There is a good correlation between POG and gold today
Good news

Kramsnib, Thanks for the explanation

New announcement contradicts what I thought
now I don't understand anything

We should have posts again

% of voting rights attached to shares

Position of previous notification : 29.19%
Resulting situation on the date on which threshold was crossed or reached : 0,00%

incredible !

Another article from The Moscow Post to complete this topic
March 26, 2020
http://www.msk-post.com/economics/will_gazprom_go_to_the_tokens32182/

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What if it was Gazprom that was behind the sale of IRC?
What if Petropavlovsk had no choice in order to keep all of its financing?
it obviously smells a dodgy deal