Ferrexpo Share Discussion Threads

[lodgeview] 08/5/2022 15:45

book5 can you explain exactly what you mean?

[book5] 08/5/2022 12:07

Some of the Ukraine new artillery accurately took down some enemy assets
There are signs tables are turning around

[1knocker] 06/5/2022 22:58

I can't see Russia annexing the whole of Ukraine. I sold out of FXPO, bought back at an average of 146, sold at 175 and bought again today at 150. I think the answer must be to keep trading to get the capital at risk down, and hope the range is about 150 to 175 at present.

The thing which really would give the share price a fillip would be the declaration a dividend. It need not be huge, just something to remind the market that FXPO is still in business and making profits. It would be easily affordable.

[hamhamham1] 06/5/2022 13:18

The thing is until Putin is done, this is a sizeable punt, as a lot of shares are I guess, but it is a bigger punt coz of Putin and what his plans or abilities are.

[1knocker] 06/5/2022 10:19

Ah, that explains why he was a bit grumpy. Long here, I can see the logic if one is patient, but short pfc at 100? That really is 'brave' as Sir Humphrey would have put it in Yes Minister.

[plentymorefish] 06/5/2022 08:40

Lodge, between your long here and short at pfc that you took out at 100p, you must be really hurting, atb fella, hope it turns for you eventually......

[plentymorefish] 06/5/2022 08:38

Looks over here.......

[hamhamham1] 06/5/2022 08:28

It's over for FXPO
(as Lodge would say)

[arja] 06/5/2022 08:18

chartwise it is looking bad and best to sell in intra-day rally IMO .

[thags] 05/5/2022 12:21

the danube attack seems to have not affected the sentiment. its gone nuts today

[bellbottom] 05/5/2022 12:08

Over 100 million emails sent to date!!!!

[bellbottom] 05/5/2022 11:44

If only......

[bellbottom] 05/5/2022 11:35

Copied from:



I wonder what effect it is having on Ferrexpo links to Danube barges and their only link to supplying clients with pellets?


"Link to Danube attacked

On April 26, a Russian long range missile, reportedly fired from an aircraft operating over the Donbas region, hit the Pidyomnyy Mist bridge west of Odesa. This bridge carries the single track Odesa-Bilhorod/Izmail electrified railway, a road, and power cables. It forms the only transport link over the Dniester River to Ukrainian territory west of Odesa, close to the borders with Moldova and Romania.

The following day another missile attack was reported. Pictures available on the internet showed the bridge was damaged but still standing, although the damage was sufficient to disrupt rail services. Russia appears determined to sever the line; a further attack with three missiles was reported May 2, and reports suggest it is currently closed.

Izmail is located on a short section of the river Danube that forms a border with Romania on the opposite bank, and the port there is one route UZ has been using to attempt to maintain grain exports. Since March 9, the route had also been used for trains carrying refugees, who transferred to ships on the Danube to take them from Izmail to Tulcea, Romania.

Another rail route to Izmail passes through the territory of neighboring Moldova’s breakaway, Russian-controlled region of Transnistria, but a key bridge on this route was destroyed early in the conflict — although by whom is not clear. Without the Pidyomnyy Mist bridge, the Ukrainian territory west of Odessa is isolated from the rest of the country, and potentially exposed to possible attack by Russian forces based in Transnistria."

[hamhamham1] 05/5/2022 06:30

Lodge is all in on these, so hence he is nervous, a couple of Putin's missiles land in the wrong place and his pot is kaput!

[1knocker] 05/5/2022 00:21

Don't we all try to get in low lodge? Buy low sell high is everyone's objective, surely?

[book5] 04/5/2022 23:41

The “only” Problem for Fxpo is that Russian army still have too many misiles
In 3 moths they will not have more

[lodgeview] 04/5/2022 22:53

1knocker trying to get in lower. We know your game.

[1knocker] 04/5/2022 22:00

Ukraine is in a hell of a lot of trouble, and its going to go on getting worse, whatever the jingoists may say, even if its bad for Russia too (in fact, not 'even if' but 'especially' if its bad for Russia too, because that will strengthen US desire to continue the proxy war). This is a USA war against Russia, at the expense of Ukraine ad the rest of the world, especially the third world.

I see also that the much vaunted EU ban on Russian O & G purchases was just hot air. It is going to be vetoed by Hungary and others, which the EU Commission will have known and banked on all along.

[losses] 04/5/2022 20:04

Ukraine has formally closed its four Black and Azov sea ports, which Russian forces have captured, the Ukrainian agriculture ministry said

[1knocker] 04/5/2022 19:35

Don't worry, we need a bit of 'dire' to give you a re-entry point for the other two thirds!!

[bellbottom] 04/5/2022 15:45

Yes, looking pretty dire generally. I am holding about a third of my original holding in fxpo - bought back too quickly in retrospect at 183. Sold all my original holding well before invasion at 323 and 303p and have been buying and selling CGO and PANR meantime. I still hold a substantial number of PANR and hope to see that fly. Timing is everything but we need oil. America needs oil to sell to Europe, so big expectations of institutional investment. Who knows?!

I still believe it's the end of Putin's reign - only going to take a while longer unless someone in his inner circle 'takes him out.' And Russia and it's people will carry the can for his folly.

Going to be decades of rebuilding Ukraine. What a waste of everything - life, destruction of cities and money spent on the instruments of death. Man has a lot to answer for over the centuries.

[1knocker] 04/5/2022 14:44

My best guess is that this is going to be a slo grind. I sold on the invasion, bought some back at 133, sold again at 175 and now loo to a gradual deflation of the 'plucky little Ukraine is going to thrash big bad Russia' hysteria, a realisation of the sheer destructiveness of an attritional war, and a fall back of the FXPO share price into buying territory under 150. In unsetlted markets around the world, with he impact of sanctions on the west beginning to sink in, it should get there. Patience is the key.

[bellbottom] 04/5/2022 14:05

Interesting re Danube strategic transport route.