Ferrexpo Share Discussion Threads

[mick sturbs] 16/12/2024 09:46

ferrexpo export 100% of their product. cant see this affecting them at all.

[pogue] 16/12/2024 08:51

The coke mine near Pokrovsk that supplies the Ukrainian steel industry closed last week as the Russians were too close for it to operate. It is estimated around 40% of steel production will be lost. I expect this will have a knock on effect to FXPO as they will be supplying the steel manufacturers. Pokrovsk itself which is the railway hub for all the mines in that region is the next target and fighting has started on the outskirts.

[napoleon 14th] 15/12/2024 16:45

bobaxe1 - Russia did volunteer to join NATO in 2006, after two NATO expansions,
as well as suggeting a European Security arrangement/treaty.

The US poo-pooed this, answering that "NATO is none of your business".
Quite a contrast to the Cuba missile crisis, eh?! That was solved only when
the US withdrew their missiles from Turkey, which was carefully omited
in reports of "the great JFK made Russia back down!" Another lie.

I don't know how NATO will solve the mess it has created without a total loss of face, but that only serves them right.
______________________________________

As for "NATO will not expand one inch eastwards", that was the assurance given by Secretary of State James Baker when Russia agreed to accept German reunification, absorbing East Germany into NATO, and the withdrawal of some 450,000 Russian defence forces that had been there since WW2.
If peeps say it was not written, the answer is you can't trust anything the Americans say whilst promoting their global hegemonic addiction, from which they are now being severed, whether they like it or not.

[bobaxe1] 13/12/2024 15:01

Will fx double again when Trumps steps in the WH

[1knocker] 13/12/2024 14:58

Well done 1_dma.

I sold out when the price was nearly three times the current price, but I have to admit that I have missed a nice little 'Trump trade' opportunity here. I should have remembered the old 'buy the news, sell the fact' adage, and recognised the market's propensity to overvalue 'political' prospects, however distant or divorced from the realities of the company's prospects.

[1_dma] 12/12/2024 13:21

I have taken a nice bit of profit on this lately,they owe me for all the suffering ! will still keep a few quid invested though.Also liking the look of KEFI at moment,has a chance of nearterm double or treble up imvho (nearterm meaning days )

[the millipede] 12/12/2024 00:55

Highley,

I think your post 11403 is entirely false. But even if any of it weren’t, the point is NATO membership for a nation that is not Russia is nothing to do with Russia.

Their best bet, as a second rate power, had been to make nearby nations feel NATO membership to be unnecessary. But the ill conceived attack on Ukraine has blown that up with even Finland joining, a move that massively increased the direct border contact between NATO and Russia.

As things stand it is likely Trump will give Russia a reprieve. They will get a stalemate and ceasefire when a few more months of this would likely see their economy implode (you only have to look at the exchange rate to see what is coming) and possibly the country break into several pieces. Such a shame but there you go.

IMVHO, TM

[alex1978uk] 11/12/2024 21:24

Same answer highley1, they obviously changed their minds. You think any countries in NATO in Eastern Europe want to be in Russias cycle of influence. No, and no one else does either.

Don’t tell me they were all pressured into joining NATO by Washington. And don’t talk about lying. Putin is the heavy weight champion liar of the world. With a global diplomatic service of liars.

[highley1] 11/12/2024 17:44

The issue for Ferrexpo is whether or not the Russians take the coalfields near Pokrovsk.

If they do, then they would require to source good quality coking coal from any other mines Ukraine has, or from abroad. That would increase input costs and make their product more expensive.

We should soon know because they must be in a hurry to take the coalfields before Trump gets in and tries to at least freeze the conflict.

[highley1] 11/12/2024 17:40

Akex,


hxxps://nsarchive.gwu.edu/briefing-book/russia-programs/2017-12-12/nato-expansion-what-gorbachev-heard-western-leaders-early


But it's only the Russians that lie, we're all lilywhite and honest people aren't we?

[geckotheglorious] 11/12/2024 14:53

Bob

"I wouldnt go that far!"

[bobaxe1] 11/12/2024 14:44

Why don't Russia just join NATO

[geckotheglorious] 11/12/2024 14:05

alex1978uk
Post 11405

No one gave Russia any guarantees that NATO wouldn't move eastwards

A lie as the National Archives leaks illustrate.

The sooner Ukraine war is ended the better. For Ukraine, for Russia, and for Europe.

Then we can focus on the real enemies.

Iran

North Korea

And People Republic of China.

[alex1978uk] 11/12/2024 12:24

No one gave Russia any guarantees that NATO wouldn't move eastwards. It might have come up in conversation but that's about it. Does Russia have any written treaties with the West that NATO wouldn't expand East? Not that treaties with Russian mean anything anyway. Fact of the matter is countries in Eastern Europe came begging to join NATO and now we see why. If Ukraine had been in NATO then Russia wouldn't have invaded them. NATO didn't more east, east moved west into NATO.

Countries in Eastern Europe are smart enough to know you can't trust a thing Russia says. Murder and imperialism is in the Kremlins DNA. If it wasn't for that then NATO wouldn't exist.

[thags] 10/12/2024 11:27

Highley1 don't say that or you'll be accused of being a Russian propagandist. The west breaking their hollow promises, what a surprise. Only the blind don't know that this was a win win win for the US and a lose lose lose for Ukraine

[highley1] 10/12/2024 10:49

Millipede,

And we gave guarantees to Russia that NATO wouldn't move eastwards, how did that go?

Ukraine is being used to weaken Russia, people are needlessly dying on both sides for something the west (USA) started.

[geckotheglorious] 10/12/2024 10:28

Millipede.
It's a European problem though, which is what the EU was set up for - to have a United States of Europe, to be collectively stronger against foes.

Germany always takes the easy option.

British troops should not be defending German interests.

[the millipede] 10/12/2024 09:45

Not quite. In 1994 the USA, UK and Russia gave open ended security guarantees to Ukraine in exchange for them moving nuclear warheads to Russia.

You can argue we shouldn’t have given the guarantee but we did. The EU had nothing to do with it.

[geckotheglorious] 09/12/2024 14:24

Rumors Swirl About The West Planning To 'Exile' Zelenskyy


European peacekeeping forces, mainly troops from Great Britain and France, would then be deployed in Ukraine. Kyiv could also count on “rapid” accession to the European Union and aid for the country’s post-war reconstruction.

"Mainly from GB and France - why not Germany?

This is a Mainly EU problem - let EU sort it out"

[thomstar] 08/12/2024 12:16

Syria , good, bad or irrelevant for this

[alex1978uk] 07/12/2024 16:26

🇷🇺🤡 Russia’s “mighty” T-90 tanks are proving more valuable to Syrian rebels than to the Kremlin or its puppet Assad regime. A recent video showcases Syrian rebels gleefully capturing abandoned Russian military equipment, including an “advanced̶1; T-90M Breakthrough main battle tank—one of Moscow’s so-called crown jewels. Instead of showcasing Russian dominance, these high-priced tanks now serve as trophies for anti-Assad forces. It’s yet another humiliating episode in Russia’s legacy of failed military exports and strategic blunders.

🔎 This incident highlights not just the incompetence of the Kremlin but also the crumbling legitimacy of the Assad regime it props up. When you can’t even hold onto your tanks—especially ones marketed as state-of-the-artR12;the world starts questioning your credibility as a military power. Rebels have gained a significant edge, courtesy of Moscow’s carelessness, further exposing Russia’s inability to manage the mess it created in Syria. Who’s the real “Breakthrough” now?