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Share Name Share Symbol Market Type Share ISIN Share Description
Ferrexpo Plc LSE:FXPO London Ordinary Share GB00B1XH2C03 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  6.20 3.36% 190.50 190.50 191.00 191.10 180.90 184.30 1,399,347 16:35:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Metals 1,136.1 346.5 51.7 3.6 1,170

Ferrexpo Share Discussion Threads

Showing 8226 to 8248 of 8575 messages
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DateSubjectAuthorDiscuss
20/8/2020
00:28
Zho, yes the margin is outstanding at the current price. There's also one more thing to factor in - the 'pellet premium' for FXPO's products. It seems this fell in H1, hence increased production and a strong I/O price still led to a small drop in revenue. Hopefully in H2 the pellet premium has at least stayed firm, so we'll benefit from the higher I/O price. Does anyone have a link for an up-to-date pellet premium price?
bozzy_s
19/8/2020
14:02
So why is this dropping? The mind boggles. Why oh why?
lodgeview
19/8/2020
13:55
Average 65% Fe price was $106/tonne during H1. FXPO cash costs were $40.9/tonne leaving $65.1/tonne margin. Current 65% Fe price is $136.50/tonne leaving $95.6/tonne margin if cash costs remain the same, 47% higher.
zho
19/8/2020
13:51
Disappointed with this share. Surely it should be northwards of 3 quid!?
lodgeview
19/8/2020
08:46
Admittedly iron ore prices at ath
foxy22
19/8/2020
08:46
At least it went up look at glencore and retained its dividendAlso under scrutiny
foxy22
18/8/2020
16:59
Yes saw that on the FXPO Facebook page.
r9505571
18/8/2020
15:53
A whole bottle of viagra would have no effect
thags
18/8/2020
15:39
needs numan.com to help it 'stay up'
jon12345
18/8/2020
14:50
Iron ore prices have risen about 20% in the last month, yet Ferrexpo share price has only risen around 5%. Disappointed to see share price drop below 200p today after some decent sized buys going through earlier. BB
bellbottom
18/8/2020
12:06
You may have to do a translate on this webpage. In essence the news item is pretty basic. Poltava GOK have now produced their 500 millionth ton of iron ore concentrate since 1970. A milestone for the company. Https://cfts.org.ua/news/2020/08/18/poltavskiy_gok_proizvel_polumilliardnuyu_tonnu_zhelezorudnogo_kontsentrata_60279 BB
bellbottom
18/8/2020
11:39
Thanks Bozzy, Well iron ore price flying so by rights we should be up by at least 5% or 6% on the back of that, never mind the current low valuation. I suppose I should be happy that we've managed to stay above £2.00, which hopefully means we will see the next climb up to £2.50 or more. BB
bellbottom
17/8/2020
22:43
Thanks for the outstanding commentary and links bellbottom. You've done a ton of research and I hope it pays off eventually :)
bozzy_s
17/8/2020
10:52
Bought in here again. I feel this is way undervalued and I agree with BB that China will be looking to tue up trade deals with non-US countries. Ticks all the boxes for me!
lodgeview
17/8/2020
08:53
Ferrexpo has its own quite extensive fleet of rail cars from its Poltava mines which link up with the European rail network and also, of course, crucially with the port at Yuzhny, in Odessa Oblast. They also transport ore by industrial barge along both the Danube and the Rhine. Not sure the China rail link with Ukraine will be utilised by Ferrexpo. As you say, time and costs comparison would be interesting to note. The key thing for me is the growing links between Ukraine and China generally. With the US under Trump, breaking trade ties with China, China will be happy to form new partnerships and agree mutually beneficial trading terms. BB
bellbottom
17/8/2020
08:40
Interesting. Wonder what the trade off in time and cost between rail and sea for transporting iron ore pellets?
r9505571
17/8/2020
07:57
Ukraine and China building stronger links. This is significant direct rail link of around 5,600 miles. Https://www.railfreight.com/beltandroad/2020/08/17/another-direct-train-from-china-arrives-in-ukraine/?gdpr=accept BB
bellbottom
16/8/2020
15:32
Https://edition.cnn.com/2020/08/16/europe/putin-lukashenko-belarus-analysis-intl/index.html Has huge implications for the region. What will Putin do next? I think the drip, drip approach. Stifle protest via the removal of key personnel and take control of social media. BB
bellbottom
16/8/2020
13:49
You can bet that the rallies happening today in Belarus will have their numbers skewed to suit the Kremlin's view of the situation. And Lukashenko is supremely defiant in calling protesters 'rats out of a hole.' His days are hopefully numbered as president. Https://www.bbc.co.uk/news/world-europe-53795871 BB
bellbottom
14/8/2020
16:27
Off-topic but with the potential to impact the region and the share price. While no other company news to discuss, I thought it worth raising this issue. Potentially the most critical issue between Ukraine and Russia; even more urgent to resolve than the six years of 'war' in the Donbas region. Crimea is now in a critical situation with major shortages of fresh water. Historically, Crimea was dependent on 85% of its fresh water supply from the Dnipro river in Ukraine, via a canal network. Since Russia annexed Crimea in 2014, Ukraine has cut off the water supply to Crimea. This will surely reach a head unless some agreement is reached. Putin may yet be backed into a corner, like a rabid dog. And his only choice will be to attack. Ukraine will certainly not start the waters flowing again while Russia occupies Crimea and Putin is not going to give up Crimea. So in normal circumstance you could say we have a stalemate, but due to the critical nature approaching, of Crimea running out of fresh water, then I believe Putin would see it as being a 'no choice' situation and would resort to military action. Whether that would be purely to gain control of the canal and water supply or to 'add on' more territory under Russian control remains to be seen. But the day of action is surely approaching if neither country compromises. With the other issues being faced by Crimea, which include a massive drop in tourism and the other effects of the coronavirus crisis, that day may be sooner rather than later. Https://neweasterneurope.eu/2020/06/23/occupied-crimea-faces-a-critical-water-shortage/ Https://www.atlanticcouncil.org/blogs/ukrainealert/crimea-could-become-an-expensive-liability-for-putin/ Https://warsawinstitute.org/water-shortage-crimea-russia-may-make-new-move-ukraine/ Https://112.international/politics/unprecedented-drought-in-crimea-can-the-russian-occupied-peninsula-solve-its-water-problems-without-ukraine-53864.html BB
bellbottom
14/8/2020
08:18
I think it's worth subscribing to 'Ukrainealert' to keep up to date with the Russia situation, just in case of further escalation and a threat to our investments. The ongoing 'hybrid war' as they are calling it, is real enough. But in addition to military action and military support of pro-Russian factions by the Kremlin, there is the insidious, destructive cyber war of fake news and media manipulation, which we see being carried out by Russia across the globe. Knowledge is king. The problem being that we usually become aware of any relevant knowledge after the event and after the share price has taken a plunge. Https://www.atlanticcouncil.org/blogs/ukrainealert/ukraine-must-address-the-legal-ambiguity-enabling-putins-not-so-secret-war/ Expecting the usual Friday drop today and probably not much action next week and then to take off again. All assuming continuing buoyant iron ore prices and good rather than bad news. Still feeling confident about a bright future for this share, with stated reservations about security of Ukraine. BB
bellbottom
12/8/2020
17:18
Good to see a show of force in the Black Sea by NATO Forces. That's the second time this year they have deployed in the Black Sea. A message there methinks. Https://ukdefencejournal.org.uk/nato-forces-conclude-black-sea-deployment/ Https://www.navytimes.com/news/your-navy/2020/07/20/nato-black-sea-exercise-kicks-off-as-moscow-puts-its-regional-forces-on-alert/ BB
bellbottom
12/8/2020
12:02
https://www.hellenicshippingnews.com/chinese-iron-ore-imports-break-record-at-112-7-million-tonnes/amp/
r9505571
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