The moment any Russian assets held abroad are sold by the West is the moment the U.S dollar ceases to be the world's reserve currency. |
Just post him your certificate, he'll send you the cash via his First Republic account :0) |
That's a much better price than Andrey offered. |
Hey everyone, as Andrey here i would like to buy Evraz shares because i have russian passport and maybe can obtain shares of russian Evraz, but it's not certain because in many cases shares bought in foreign infrastructure freezed. So i can provide you price up to 1,5 USD for share certificate.
If you have share certificates and willing to get back at least part of your invested money please contact me. We have the same problem in foreign shares which freezed and maybe will be seized. |
It does not and the quicker they seize and sell Russian assets the better. Kick Putin where it hurts and hopefully then the population will come to their senses |
No, but other countries hold Western assets. It establishes a precedent that they can be seized; even if nothing happens immediately, assets held abroad suddenly become much less secure. It applies to business assets as well as central bank funds. |
I call it Ukraine's compensation money |
Zangdook, the west has Rus money frozen, but Rus does not have any of the west money |
I can't get through the paywall to read that article, but I find it hard to believe the West would do that, because the obvious result would be US and NATO assets seized and given to Libya, Iraq, Serbia etc etc, and then the world order as we know it would break down.
But it's probably a mistake to underestimate the stupidity of the Western political class. |
 Weekly update on Evraz plc situation:
1. There is an article in the Financial Times today that “G7 moves closer to seizing Russian assets for Ukraine”
As you probably understand that means that Russia in return moves closer to seizing all western property in Russia, i.e. Evraz PLC Russian assets. As one seller told me – the rift between the countries is getting wider with no sign of easing. Putin also said in his press-conference that the war will be till the end no matter what. Sanctions on North Korea, Siria, Cuba, Iran, USSR all lasted for decades and in some cases for more than 50 years. Putin stays in power until at least 2042.
2. I still value Evraz NA assets at 1 bln maximum (no free cash flow and losses for many-many years except 2022 – see previous weekly update for numbers), that does not cover the debt on Evraz PLC (1,5-3 bln USD depending how much money is debt within Russia).
So as soon as I get the Russian part of the assets under the 470 Rus law that takes the Russian assets from Evraz PLC (90% of all plc assets) and gives it to Rus citizens like me I will be selling my several hundred thousand Evraz PLC shares at 1 USD (0,8 pounds). Since there are no buyers, this will be the price for years to come.
3. Putin has told in his June 2023 speech that the “returning home” of the Rus companies abroad should be finished by the Rus Gov by 31/12/2023, so I plan to stop buying on 22th of December 2023. If you don’t want to lose your money you’d better hurry up. My main risk is missing the registry for the split to Rus and non-Rus assets so I need to close the deals before the deadline.
4. If you have a lot of shares – we can make a deal where you sell me the shares and can buy them back after I receive the Rus assets. I value Evraz plc at very low without Rus assets so I don’t need it afterwards. This way you get some money “dividend” from me and retain your shares with Evraz NA assets.
I still buy at $1 per share (minimum 8000 shares and you must have the paper certificate and be sane and cooperative), write me a direct message here |
Check your PM, I’ve spoken to Lloyds and they can get me a certificate, will take 3 weeks. I have 30k shares. |
I don't have 8000 shares, and anyway I shall wait and see. If it really works out as you say I may as well donate my small holding to Russian charitable organisation that can get some money for them and help orphans or something. Of course the UK government would probably lock me up for an imaginary crime if I gave assets to a Russian entity...
As you can see I may not be quite sane either...but if you think this is a feasible route and you know of such organisations, let us know. |
Thought to write on Monday, but have a little time now:
1. Putin has re-elected himself to be the president of Russia for 6 more years - you probably saw the news. This means the sanctions are here to stay for at least 6 more years. I personally think that he will rule till he is at least ninety, so 2042 is the time he realistically would step down and probably the sanctions gone. There are no elections so i don't see him gone earlier.
2. Ukraine ceasefire/peace options - if you think of any outcome they all continue the sanctions. Ukraine defeat = 100% sanctions, ceasefire = Russia retains new territories = sanctions, Russia's defeat would mean a 100% new attempt in 1-3 years so still sanctions.
3. Evraz has decided to pay for holders of the eurobonds IN RUSSIA it's 2024 700 mln usd eurobond payments. Foreign holders are still getting zero.
Payment is only with "хрk2;не
85;ие084; в рос;сиl1;ск
80;х деп;озl0;та
88;ия093;" i.e. within Russia. I always thought they have money in Russia, but the PLC is empty except for the Evraz NA assets, so I calculated them - see 4.
4. So I saw into Evraz North America reports to see “amazing”; results of the “amazing”; assets. They are even worse than I thought!
2014 last good year made 100-150 mln free cash flow
2015 minus 100-150 mln cash loss, survived because helped by the Russian assets
2016 minus 200 mln cash loss, survived because helped by the Russian assets
2017 minus 100 mln cash loss, survived because helped by the Russian assets
2018 minus 150 mln cash loss, survived because helped by the Russian assets
2019 minus 100 mln cash loss, survived because helped by the Russian assets
2020 minus 150 mln cash loss, survived because helped by the Russian assets
2021 50 mln cash PLUS! Makes some money!!!
2022 200 mln cash PLUS! Makes some money even after investment % and taxes!!!
So 10 years minus 450 mln USD negative cash flow. I still think that NA assets don’t cover the debt (3 bln USD of the last Evraz presentation) and existed only as an addition to Rus business that will be no longer there to help.
I still advise you all to read the asset stripping law to understand that there will be no dividends and no compensation until all the sanctions are lifted which is never (i.e. 2040s).
i still buy at $1 per share (minimum 8000 shares and you must have the paper certificate and be sane and cooperative), write me a direct message here or in telegram |
Hasn't change on mine was always still there at 82.52...... just a glitch I'd suspect on your deals comp system. |
It's just HL having a stupid computer system. Nothing has happened. |
Showing on my HL SIPP,and Fund and Share account. But N/A
Evraz plc
Ord USD0.05
n/a
Showing 82.68p on the ADVFN Moniter, also you can contact by Phone HL for a live Price I believe. |
Anyone else found EVR suddenly reappeared back in their portfolio, price 82.52p? I have EVR in a HL ISA. Was just showing blank before. |
Offer for shares made by a random on a bulletin board
and where your majesty should receive a proper offer and from whom? |
It ain't what you do it's the way that you do it. |
It also depends what the board of Evraz decide to do, I suppose, but I'm prepared to take the risk. If Western governments really go for broke with their "rules-based" anarchy and never give back the $300b then I'll have to write off my EVR holding. It can be my small part of taking responsibility for my government's behaviour.
I can understand others taking up your offer; if I'd had a larger stake here I might have too. |
the problem with wait are $300 bln of "Putin's" money held in the west. As long as they are there, which seems to be forever, like 2040, the C accounts will be frozen. They have taken his money, he took foreigners money/assets. That's his logic, not mine. |
"If the holding company does not apply for compensation, after the unfreezing of corporate rights, the shares in the capital of the Russian structure will be returned to it. Currently, the period for freezing IHC rights is until the end of 2024, but the restrictions may be extended."
I can wait. |
People who write about scamming are you ok? what is wrong with you? Where is the scam in buying and selling stock? That's unjust accusations. Please show any proof of scam!!! before writing about it. |
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