Ferrexpo Share Discussion Threads

[loganair] 23/4/2024 08:58

stock - you mean the U.S. passed another aid package for U.S. companies.

!/3rd of the loan is going to be spent in the U.S., 1/3rd will be for Zelensky and his Cronies and for running the Ukrainian government while the final 1/3rd will be spend over a 12 plus month period = less then $1bln per month.

[cyberbub] 23/4/2024 08:38

Agreed production is going great. But any observer knows that a destructive invading army is not far away, and that if Putin (despite this week's new military funding, which will probably only be enough to 'hold the line' for a year) captures the plant, or bombs it to hell just because he can, then shareholders can kiss goodbye to their money...Frankly I'm surprised he hasn't destroyed it already. Only for short term traders IMO, until the murderous Orcs are hopefully eventually thrown out of Ukraine.

[stockhunters] 23/4/2024 08:21

production has never been the issue

[bigbigdave] 23/4/2024 08:03

Agreed, should rocket

[trader465] 23/4/2024 07:50

Should see a nice rise here today

[bigbigdave] 23/4/2024 07:06

"Our operations have delivered an exceptional first quarter performance, with a 203% increase in total production compared to the previous quarter, to over two million tonnes of iron ore pellets and concentrate.This is our best quarterly performance since the full-scale invasion of Ukraine and is a tribute to the significant contribution of our workforce that has worked tirelessly since February 2022 to maintain operations in exceptionally challenging conditions.

[alex1978uk] 22/4/2024 14:34

Going to take months to arrive loganair???

hxxps://www.msn.com/en-gb/news/world/u-s-set-to-equip-ukraine-with-atacms-missiles-in-new-military-aid-package/ar-AA1noHwu?ocid=msedgdhp&;pc=U531&cvid=150915d76c1341c9897cde2115adb7e8&ei=28

[loganair] 22/4/2024 10:08

I'm not due to so much uncertainty of where Ferrexpo will be in 3 months time, let alone a year from now.

[ramnik007] 22/4/2024 09:05

Surprised vol not higher

[loganair] 22/4/2024 08:18

The Abraham tanks were supposed to be a game changer for the Ukrainians - were not...

The Bradley fighting vehicles were supposed to be a game changer for the Ukrainians - were not...

The F16's were supposed to be a game changer for the Ukrainians - were not...and why...were all old and out of date, the airframes of many were no longer fit to fly in combat conditions.


The Ukrainians are currently short of circa 250,000 men just to be able to hold the Russians were they currently are and there is not a lot the Ukrainian government can do about getting a further 1/4 million men into the army to be ground up in the meat grinder.

[loganair] 21/4/2024 21:27

When it comes to what is happening in the Ukraine conflict and also the Wests, especially the U.S and CIA involvement over the many years in the Ukraine, there seems to be too many people who are disconnected from reality.

I understand out of the $61bln loan package to the Ukraine, only $14bln is for military. It seems reasonable to say that 50% of this $14bln military stuff will either not work or will be sold on the black market by the Ukrainians etc.

What is left will take up to a full year to fully come through = less than $1bln per month of fully working military equipment for the Ukraine...How can this be a game changer?

[loganair] 21/4/2024 20:38

alex - showing me hostile displeasure because you feel I've wronged you...

[thomstar] 21/4/2024 20:04

Could be worse , you could have boat loaders

[alex1978uk] 21/4/2024 19:34

Bore off pal your a Bot. Go and crawl back under what ever rock you came from.

[loganair] 21/4/2024 18:44

alex - Yes we are as the UK is now a very poor country with collapsing infrastructure, a collapsing health service and do what ever the U.S. tells, not asks, I mean Tells us to do.

[alex1978uk] 21/4/2024 18:31

Loganair you’re a Russian Bot mate, pushing the usual Russian propaganda for your murdering dictator.

The United Kingdom was paying American debt for 60 years after WW2. Are we worse off for it? Are we a vassal American state? Putin wants to take over Ukraine and share their resources out amongst his crony friends and oligarchs. I’m sure the Ukrainians would be poorer in that situation than they would be with the West. Does Poland want to go back into the Russian orbit? Does Latvia want to go back into the Russian orbit? Does Estonia want to go back into the Russian orbit? No. No one does cause they’re a failed state with a bankrupt ideology.

[loganair] 21/4/2024 15:53

This just makes the Ukraine a vassal state of the USA where any profits the country may make go to the USA instead of being kept in the Ukraine thereby making the Ukraine an even poorer country then it is today.

[1knocker] 21/4/2024 15:31

It is interesting that the aid package shows the USA moving from gifts to loans. The total figures for Ukraine and the Middle East (including the cost of US direct operations in te Middle East) are pretty big. Americans, and even their elected representatives, are beginning to take note of the numbers.

Something is going to give, and it ain't going to be US expenditure in the Middle East.

[loganair] 21/4/2024 13:12

This is most probably the last aid package the Ukraine gets from the U.S. and what is given will be all used up with in 6 months.

Any arms and weapons the Ukraine may receive will most probably not even start to arrive for 2 months then likely to arrive in dribs and drabs, therefore overall will be of very little help to the Ukraine.

Ukraine is in a very weak position due to lack of man power, many of their Brigades are only operating at 40% strength and are getting weaker by the day. As one senior Ukrainian general said a couple of weeks ago, these Bridges need 100,000 new men just to get them back up to strength, then a further 150,000 men on top of this, a total of 250,000 men, are needed if they are to just hold the Russians.

[alex1978uk] 21/4/2024 11:46

So what you saying loganair, or is it dogger, Ukraine doesn’t have the right to defend themselves against a murdering dictator?

[1917again] 21/4/2024 10:48

Yes things lot better than were last week for FXPO
Logliar trebant bot wrong again. only person causing destruction in Ukraine is fugitive war criminal Putin
Republicans now coming round to supporting Ukraine. Trump never likes to loose and can see a good deal. Give 60bn weapons demonstration and the get 300bn of weapons orders. Already proven S400 is junk vs Patriot
300bn of Russian assets soon to be confiscated for was crimes
Things better for FXPO than they were last week

[vijay108] 21/4/2024 10:21

You might be right about more lives and destruction.

But for the share price much less chance the company is taken over by Russia through a Russian advance.

More likely a peace settlement is agreed as ukraine won't be negotiating from a position of complete weakness. Ukraine also now realise the aid is not guaranteed so more likely to negotiate.

Less infrastructure being damaged in the near future with the aid.

Existing port likely to stay in Ukrainian control.

A bill to confiscate russian assets coild also be helpful to rebuild Ukraine.

[loganair] 21/4/2024 08:28

Why will this fly on Monday?

The aid package is a big negative for the Ukraine as means keeping the conflict going on longer, more Ukrainians being killed and more damage and destruction of the Ukraine.