Ferrexpo Share Discussion Threads

[smackeraim] 05/7/2024 09:45

https://news.sky.com/story/ukraine-russia-war-latest-updates-putin-sky-news-blog-12541713

[trader465] 04/7/2024 14:28

I missed that, Trump is a dirty fighter, he’s very likely to use war to leverage a victory, so we might see further statements.



“I will have that war settled between Putin and Zelenskyy as president-elect before I take office as president on Jan. 20,” former President Trump said at last week's televised face-off with incumbent Joe Biden. While the presumptive Republican nominee has not publicly divulged his plans for Ukraine, he has repeatedly said that ending the war would be one of his first tasks if he became America's next president.
“If Trump knows how to end this war he should tell us today," Zelenskyy said in an interview with Bloomberg TV. "Because if there are risks to Ukraine's independence, if there are risks that we lose statehood, we want to be prepared for this."

[smackeraim] 04/7/2024 13:03

Sentiment will shift if it looks like Trump is getting in, he publicly stated he will try stop Ukraine war in first weeks of office. Watching this closely now.

[trader465] 04/7/2024 09:30

Q2 production on Monday, hopefully a huge percentage increase as Q1. If 2024 marks the turning point in production we should also see the price turn upwards and perhaps start the share price recovery

[trader465] 28/6/2024 10:08

Do you have links for those figures?

[loganair] 28/6/2024 09:47

Zelensky said the following yesterday:

"Ukraine does not want to prolong the war, does not want it to last for years. We have many wounded and killed on the battlefield, we should put a settlement plan on the table within a few months."


This is the first time Zelensky is saying peace negotiations should start.


It seems to me reasonable to say that Zelensky knows he is unable to mobilise enough men to keep the fighting going. As far as I understand over the past 6 months for every 3 Ukrainian men killed on the battlefield they are only able to mobilise 1 man to replace these 3.

Zelensky has now seem to come to the realisation that within a year the number of Ukrainians fighting on the frontlines will be 25% plus less then today and therefore the Ukraine will lose due to a shortage of man power.

[trader465] 28/6/2024 09:19

Full year production 2023
“Iron ore pellet and concentrate production of 4.2 million tonnes in 2023 (2022: 6.1 million tonnes)”

Q1 2024
“With more stable production from each of the pelletiser lines, total iron ore pellet production for the quarter was 1,813,973 tonnes, a 189% increase compared to the previous quarter. In addition 240,516 tonnes of 67% Fe concentrate were also produced”

They’ve produced 2mt in Q1, if they can keep that up full year production will be 100% higher on the year, and at a 3 year high

[1knocker] 16/6/2024 12:10

Now is not the time to be 'invested' in FXPO. Sadly, that time passed several years ago.

I weep for those who could have got out with a profit, or at the least very much smaller losses, but have held.

I fear that they were mislead by the period during which the FXPO share price defied gravity (and all economic reality) and spurned that golden opportunity to cash out.

[gkace] 14/6/2024 12:42

https://apnews.com/article/putin-russia-ukraine-war-4f58423548b3d2e8594c9d9eb8e9d36e

[r9505571] 13/6/2024 18:58

At least 19 state owned companies will go under the hammer to plug a £3.9bn shortfall in the country's military budget and attract economic investment. Pg 30 of today's Times

[r9505571] 03/6/2024 13:38

Big 5.8m buy went through today. Someone is hoovering these up!

[tompaul] 30/5/2024 11:01

Interestingly, there are no Underperform or Sell ratings from brokers and no significant shorting? And the last IC comment was a hold in April 2024.

[sbb1x] 29/5/2024 20:58

New 52 week low

[r9505571] 25/5/2024 08:24

Ferrexpo rebellionMore than half of theindependent shareholders in Ferrexpo, the Ukraine-focused iron ore producer, voted to oust an adviser to the minister of finance of Ukraine from the board. Vitali Lisovenko, a non-executive director, received 47.14 per cent of the independent shareholder vote. In Ferrexpo's annual meeting notice, it noted that those opposing Lisovenko's re-election were typically smaller shareholders doing so in line with proxy adviser recommendations.

[researchcentre123] 22/5/2024 15:52

Where do they keep there cash - is it all in Ukrainian banks that could vanish if things go wrong?

[1knocker] 17/5/2024 12:52

Is there really anything to chose between putin and Zelinski?
Both megalomaniacs, both kleptocrats, both oblivious to to death and destruction suffered by their countries.

[bellbottom] 16/5/2024 12:33

Just a reminder, as if we need to be reminded, of the bestial nature of Putin and his regime.

[r9505571] 14/5/2024 07:32

Russia making advances into Vovchans'k. Russian forces met with little resistance.