Evraz Share Discussion Threads

[careful] 03/3/2014 11:30

abramovich will end up owning this lot outright.

[bookbroker] 03/3/2014 11:24

Who are the lenders to this co. with the price so weak, what are the covenants set at, admittedly with such a strong shareholder in Lanebrook, effects mitigated, just depends what the banks ultimately think I suppose!

[careful] 03/3/2014 08:59

i must be full of animal spirits today.
just bght at 65.8p.
(russia right to put boots on the ground)

[neilyb675] 02/3/2014 13:00

I will most likely add big to my small position here. Timing is key.

[neilyb675] 02/3/2014 12:53

Lanebrook and Chelsea owner Abramovich hold majority of shares here......they aren't selling - in fact they added recently.

[neilyb675] 02/3/2014 12:52

Ukraine / Russia is plastered all over the news and stocks that are Russia focused are being hammered. These are cheap now but may become cheaper - very much news dependant. At some point the news from Ukraine / Russia will stop and wont be a story as things will have stabilised and that is the catalyst for recovery in Russian stocks imo.

A soothing RNS from the company "know no reason for share price fall" - would be nice to see.

[racg] 01/3/2014 22:39

Wow, this thread is quiet.

Any catalysts ?

[neilyb675] 28/2/2014 07:49

UBS Russia & CIS 1x1 Conference
03 - 04 March New York

[neilyb675] 27/2/2014 14:54

69p touched...........I'm waiting before I top up here, daily falls and sentiment taking a battering. Steel will come back - but Ukraine and EM not flavour of month and really want best possible price, could go lower imo. WOW

[karmastuartra] 26/2/2014 19:47

trade 904,buy 75000.........oops!

[neilyb675] 25/2/2014 15:05

got a feeling the recent weakness is in some way connected to the take up of options by Lanebrook - detailed in the recent RNS

[neilyb675] 25/2/2014 15:03

trade 904

price 77.92198

75,000

BUY

Neg Trade with conditions. That's a large buy.

[neilyb675] 21/2/2014 20:00

Another thought:

was the drop in any way connected to the announcement ref buying of options......dropped low to accommodate a nice share price for the options buying.

I guess late reported buys would confirm either way, but not showed up yet.

A very interesting share this one.

[acwill] 20/2/2014 16:44

Thanks Neily, very interesting. Was on the verge of buying around 78p but bottled out in the end. Just dont know quite enough about the company yet but yes, I agree, looks like it could make a fantastic recovery play.....one day.

[neilyb675] 20/2/2014 16:33

finished the day 1% up..................above average volume.

Thoughts crossed my mind:

- is a rights issue coming (Lanebrook own most of the company so would not want to dilute themselves)

- a while back a large transaction was rumoured i.e. merger (cant remember the parties concerned but it was definitely posted on the LSE bulletin board) - is this strange trading in some way linked

- I received an email a while back after showing my concern for the falling share price.....no RNS has been forthcoming from the BOD but they must be aware.

[neilyb675] 20/2/2014 16:01

incredible ride, NOW LEVEL FOR THE DAY !!!

[neilyb675] 20/2/2014 15:41

acwill

Todays trading action very interesting indeed - at one point these were virtually 6% down, FOR WHAT REASON >>>??? No news specific to EVR. This remains very volatile and has bounced back to circa 82p and only marginally (0.4% down) on the day.

I have a small holding bought at 83p with a view to adding but not at the moment. Seems to deal in 3% movements very regularly. I think this has the potential to be a super recovery share, but buy in stages is my strategy/opinion.

[acwill] 20/2/2014 10:20

Neily, cutting a lonely figure here. Tempted to join in in time but I guess the troubles in Ukraine having negative impact on the stock. Could be a nice rebound though when/if things get resolved peacefully. Heres hoping.

[neilyb675] 19/2/2014 16:42

still fairly volatile

[neilyb675] 16/2/2014 13:41

J.P.Morgan 5th Annual Global Emerging Markets Corporate Conference
24 - 26 February Miami

[neilyb675] 11/2/2014 16:40

up 3.1%, looks much better

Closing Price 85.75 (GBX) on 11/02/2014
on Market (LSE)

[neilyb675] 06/2/2014 16:36

had a nice email back from Sergey
_______________________________________

Dear Neil,
We have received and considered your letter. We have passed it alongside with our suggestions to the top management.
We will reinforce our communication with the market on business performance of the company.
Kind regards,
Sergey
-----Original Message-----
From: Neil XXXXXXX
Sent: Tuesday, February 04, 2014 2:07 PM
To: EVRAZ Investor Relations
Subject: BoD response to continual fall
Dear Sergey, Irina, Natalia,
I write to you as a concerned shareholder.
Since November the shares have lost 35% of their value.
I understand the markets have shown some weakness but evraz seems to be being punished more than any others.
In lieu of any bad news to justify this fall can the board of directors please reassure the market that there is no specific reason for the continual fall and share price weakness.
In fact Lanebrook took up their options as disclosed recently, surely a sign of confidence in the business.
Best regards
Neil XXXXXXX
Sent from my Xperia™ smartphone