Evraz Share Discussion Threads

[neilyb675] 11/9/2015 09:42

back in at 0.6806

[alphabeta4] 26/5/2015 16:50

Out at 1.78. Graph now looks awful. Can't win them all.

[meijiman] 06/5/2015 12:31

Could be -shares are not expensive and there may be earnings upgrades.Quite like this one -seems to be well managed to 'international' standards unlike some other Russian companies.

[alphabeta4] 06/5/2015 12:16

And now dmas regained. Resumption of uptrend beckons?

[alphabeta4] 20/4/2015 12:54

Stale bulls flushed out?

[meijiman] 10/4/2015 07:55

Yes -pretty positive. Evraz has alot going for it at present. Benefits of cost cutting and lower ore prices for its slab production plus depreciating export currencies. Cheap rating as well. What's not to like -well there is a bit -but more than offset by the positives. It seems to be a properly run international company which generates cash and pays dividends and can fund buy backs. No reason why these shouldn't re-rate post the tender offer to say 250/300p. So I will not participate in the tender offer.

[nofool] 09/4/2015 22:30

Worth a read if you have the time.. hTtps://www.moodys.com/research/Moodys-confirms-Evraz-Ba3-rating-stable-outlook--PR_322565?WT.mc_id=AM~UmV1dGVyc05ld3NfU0JfUmF0aW5nIE5ld3NfQWxs~20150409_PR_322565

[room service 1] 09/4/2015 08:26

The trend is my friend. I'm staying in.

[meijiman] 08/4/2015 17:18

Thanks -probably do the same as you and hold on. Yes ur right -my Friday deadline date was from my broker wanting a decision..

[nofool] 08/4/2015 15:33

Me no. I believe I can get better than 2.08. Deadline next Wednesday at noon.

[meijiman] 08/4/2015 15:27

room service and nofool. Assume holders both -ru going to tender shares -I believe the deadline is Friday??

[nofool] 08/4/2015 15:07

You did indeed pal. Looks like it's breaking to new highs for the year, so I hope you are joining in the frolics!

[room service 1] 08/4/2015 14:37

Did I just see this north of 200p? Well I'm blowed.

[nofool] 08/4/2015 10:32

Breaking to new yearly highs if we're lucky. Hold on to your hats!

[meijiman] 08/4/2015 10:15

Ha ha -what a difference 30 mins makes. Don't get me wrong I'm a holder and see good upside here. In fact I'm not entirely sure whether I will tender any shares.

[nofool] 08/4/2015 09:31

"well south of £2?" meijiman, are you serious?

[meijiman] 08/4/2015 08:59

so why is the share price well south of £2?

[nofool] 08/4/2015 08:28

So, for your shares held on the 17th April. Evraz will Buy back approx 8% for 2.08p per share. That should see the share price motoring north a bit by then, then.. (never mind all the other positives) The deadline for the offer is 12pm on 15/04/2015.

[nofool] 02/4/2015 16:07

True, but then what is? Apple and Google I suppose..? Chart says it'll swipe lower on Tuesday morning now.. The 50sma is currently at 186.8p and apart from one week in December, that average line has been the stock's benchmark since July. I am expecting it to pull strongly off it again this time.

[meijiman] 02/4/2015 15:46

I have -anything below 195p is fair value IMHO. not a widow and orphans stock though...........

[nofool] 02/4/2015 14:37

I'm adding into this dip.. Join me

[alphahunter] 02/4/2015 12:35

Analysts disappointed it's not a special div. Major shareholder wanted a SBB - that might increase the free float. Analysts are a hard bunch to please.

[meijiman] 02/4/2015 10:12

Welcome aboard -nice to have someone else here. Rating is modest and could be upgrades to come. I also like the fact that the governance here is of a high standard -unlike some other Russian companies.Its a cash generator which in part explains the tender offer.

[nofool] 02/4/2015 09:20

I'm a fan, especially since the share buy back proposal yesterday..

[meijiman] 22/1/2015 12:31

Its a cracker -surprised not to see more following. Ive now got a free carry on my holding after a part sale today. will probably regret that as it looks like there is alot of momentum here.Def worth a look -not expensive. There is Russian exposure but it is a global player.