Jpmorgan Emerging Europe... Share Discussion Threads

[loganair] 27/1/2024 10:35

The 3 main Russian oil blends are all well above the Western $60 price cap.

Urals - $66.87
SOKOL - $75.53
ESPO. - $77.56

[masergt] 26/1/2024 20:18

To logliar, gf1 and the rest of your ilk.

Bring up the above article and then click on and read 'comments'. You'll soon see it's not just us on this thread who argue against your lies and political (ie., military) strategies. We can't all be wrong but you and your buddies most certainly are.

[1917again] 26/1/2024 14:29

UK electricity prices continue their collapse, now way below War Criminal Putins Invasion

ttps://www.barchart.com/futures/quotes/N8G24/overview

UK gas prices continue their collapse, now below War Criminal Putins Invasion

ttps://www.barchart.com/futures/quotes/NFG24/overview

[loganair] 26/1/2024 09:44

The MOEX Russia index rose 0.25% to 3170 on Friday, recouping yesterday's losses but trading in the tight range of 3150-3200 for nearly three weeks amid seasonally lower investors' activity. Higher oil prices and weakened ruble acted as support factors.

Among sectors, oil & gas and transport were leading the gains, while chemicals dropped the most.

As for individual stocks, Yandex (2.7%), GLTR (2.2%), Ozon (1.9%), PIK (1.6%), and Lukoil (1%) recorded the largest increases.

In contrast, X5 (-0.6%), Mechel (-0.4%), Rosseti (-0.4%), and Magnit (-0.4%) slid. Weekly, the index was to end flat.

[1917again] 25/1/2024 21:06

Germany Eyes Plan With UK, France on Missiles for Ukraine

• Scholz government would supply European allies with Taurus

• UK, France would then send their versions to arm Kyiv’s forces

Bloomberg

January 25, 2024 at 3:04 PM GMT

Germany is examining a potential swap deal under which it would supply long-range cruise missiles to the UK and France so they can arm Ukraine with their versions of the weapons.

Chancellor Olaf Scholz has balked at sending Germany’s bunker-busting Taurus directly to the government in Kyiv because he fears the missiles — which can strike targets more than 500 kilometers (311 miles) away — could be used to attack Moscow.

Supplying them to Britain and France would mean they could ship more of their similar Storm Shadow and Scalp missiles, which have a shorter range of around 250 kilometers.

[dodger777] 25/1/2024 12:17

Oh look, lying face has been talking to his fantasy ‘friends’; again ..what a 🤡

[loganair] 25/1/2024 12:14

In Washington it's America LAST.
In London it's Britain LAST.
In Berlin it's Germany LAST.


In Moscow it's Russia FIRST.

[loganair] 25/1/2024 11:04

When there was the Scottish Independence referendum, only Scots living in Scotland had the vote while the 30% of Scots who lived outside of Scotland didn't have the vote.

If the same criteria for an EU exit vote was held in Latvia today, Latvia would vote to leave the EU and most probably vote to have some sort of alignment with Russia.

[brwo349] 25/1/2024 10:46

Owen MatthewsOwen Matthews
Ukraine’s new strategy hits Russia where it hurts
From magazine issue:
27 January 2024



Ukraine is fighting not one but two hot wars against Russia. The first, a conventional, bloody land war along an 810-mile front line, has descended into stalemate. But the second – drone and missile strikes and sabotage raids deep into enemy territory – may prove to be a game-changing strategy for hitting Russia where it hurts.

Last week, two Ukrainian kamikaze drones scored a spectacular hit on an oil and gas refinery and an oil export terminal in Ust-Luga near St Petersburg. At a range of 775 miles from Ukraine, the strike has severely dented Russian ability to produce and export naphtha, jet fuel and gasoil, and export liquefied natural gas (LNG). It might take weeks or months before the refinery returns to significant capacity. Effectively, those Ukrainian-made drones have proved more successful at enforcing their own violent brand of sanctions on Russia’s hydrocarbon trade than all the West’s failed efforts to cap prices and embargo Russian exports.

Preserving Russia’s capabilities to export oil and LNG has been the core of Vladimir Putin’s sanctions-busting strategy, and it has so far protected his economy from the worst effects of western economic warfare. Though the war now consumes close to 40 per cent of the Kremlin’s state spending, oil and gas receipts are actually higher than before the war thanks to tensions in the Middle East and Houthi attacks on tankers in the Red Sea. China and India, backed by a cynical inter-national network of tanker fleets, many of them Greek-owned, have kept Russian oil flowing out and the petrodollars flowing in. Russia’s hydrocarbon infrastructure is the economic lifeblood of Putin’s war machine.

That infrastructure is the ultimate target-rich environment. Pumping stations, LNG terminals and refineries are huge, sprawling industrial facilities conveniently filled with highly combustible product.

[brwo349] 25/1/2024 10:44

Russia's burning.

25/01/24


Ukraine-Russia war live: Ukraine 'blows up Russian Black Sea oil terminal'

A Russian oil terminal on the Black Sea has been blown up in a Ukrainian drone strike.

Video footage from the scene showed a drone flying towards the Tuapse oil depot in Russia’s Krasnodar region on Wednesday night.

Sources in Ukraine’s SBU security service told the RBC-Ukraine news agency that it was responsible for the blast.

[loganair] 25/1/2024 10:39

galeforce1 - the narrative in the British press that 'Russia is bad' has been going on since the Crimea war, has been going on for 170 years except for two short breaks during WW1 and WW2.

[galeforce1] 25/1/2024 10:13

Loganair - you are absolutely right about the narrative and the truth.

The 'Russia-bad, Ukraine good' narrative in the UK press has been relentless for almost 2 years now. It's not surprising that most people believe it.

But every narrative has a bruising encounter with the truth sooner or later. The 'Ukraine is winning' narrative is something few people still really believe. But the 'Russia is evil' narrative still holds firm.

[loganair] 25/1/2024 10:02

The MOEX Russia index fell 0.3% to 3150 on Thursday, its lowest level in three weeks, weighed down by losses in the transport and electric utilities sectors.

Among individual stocks, X5 (-2.1%), Mechel (-1.6%), Seligdar (-1.5%), and Ros Agro (-1.4%) were the main underperformers.

In contrast, QIWI rebounded by 5.4%, followed by Yandex (0.7%), Polymetal (0.7%), and Alrosa (0.7%).

On the macroeconomic front, the country's producer inflation has slowed in December but remained at historically high level.

[loganair] 24/1/2024 19:21

When it comes to the conflict in the Ukraine there is the 'narrative' and the 'truth.' Sadly so many on this thread have succumbed to the narrative.

[loganair] 24/1/2024 15:53

Currently held in JEMA frozen 'S' account is £16.95mln Dividends + £2.35mln from the sale of Detksy Mir = £19.3mln + £5.1mln of dividends waiting to be paid = £24.4mln or circa 60.3p per share at between 110 to 115 RUB to the GBP.

Depending on the exchange rate at the time the 60.3p per share may be worth approximately:

120 RUB/GBP = 57.8p per share
100 RUB/GBP = 66.3p per share
90 RUB/GBP = 73.7p per share

The sale of Magnit shares is different from Detksy Mir which was a management buy out at full MOEX price whereas Magnit only for 'unfriendly countries' under the 50% rule therefore may still be paid out in GBP.

emhaigh1 - look at how the West has stolen $300bln of Russian state assets and many billions more of USD from private Russian citizens who held any of their assets/funds in the West.

[emhaigh1] 24/1/2024 15:15

Dodger777 - re logliar.

"... much of what I post either comes from my experience of living and working in Russia or first hand from my Russian, Belarus and Ukrainian friends" ie. Kremlin FM. As for the rest of what he posts he just makes it up or lies.

"I have no need and am independent of thought..." See what I mean? He just can't stop.

However, for all the 'financial data' he posts about the strength of Russia's economy and oil 'exports' to China (screwed into giving it away at rock bottom price) he makes no mention of today's RNS detailing JEMA's Dividend Declaration and Final Results. Perhaps he can't bring himself to look at how Russia has stolen private funds from UK retail investors including himself.

[dodger777] 24/1/2024 11:48

‘Interesting to hear’ in your fantasy world you mean. You’re certainly a liar, on many fronts, including your social media comment. Trolls like you are rife with multiple accounts spreading fake trash. As I said, you’re obviously a pretty pathetic character. ..takes all sorts to make a world I guess.

[loganair] 24/1/2024 10:30

The MOEX Russia index traded 0.1% down at 3175 on Wednesday, struggling to come out of the sideways trend for the 8th session in a row, as losses in the IT, financials and metals sectors outweighed wins in telecommunications and electric utilities sectors.

Among individual stocks, QIWI (-2.3%), Rosseti (-1.1%), and Mechel (-1%) decreased the most.

On the other hand, MTS (1.9%), Novatek (1.1%), Unipro (1.1%), and Ozon (1%) gained. The former benefited from news about preparations of the MTS Bank IPO in 2024, while Novatek was driven by the resumption of loading at the previously damaged terminal in the port of Ust-Luga. Also, X5 edged up by 0.3% after publishing a 24.7% increase in its total sales yoy in Q4.

[loganair] 24/1/2024 09:55

Interesting to hear how the Ukrainian government are talking about the possibility of moving the capital from Kiev to Lviv/Livov.

More and more this shows that all concerned in the conflict are starting to come to the realisation that the Ukraine will eventually be split into Eastern and Southern Ukraine, 60% of Ukraine becoming Russian and the 40% of what is left will be an unviable, land locked Ukrainian state.

[loganair] 24/1/2024 08:45

D77 - I have no social media accounts, much of what I post either comes from my experience of living and working in Russia or first hand from my Russian, Belarus and Ukrainian friends.

I have no need and am independent of thought and the influence of the outside Western Media unlike most who post on this thread about Russia.

[loganair] 23/1/2024 09:50

The MOEX Russia index rose 0.2% to 3180 on Tuesday, trading in the tight range for the second week, as investors limited their activity in anticipation of the earnings season and dividends announcements. Among sectors IT and construction were driving the gains, while metals & mining dropped.

As for individual stocks, Rosseti (3.2%), Ros Agro (2.1%), Surgut (1.2%), and Yandex (1.1%) were the top performers. The latter has risen after news broke out that that Yandex N.V., registered in the Netherlands Antilles at the end of last year, has become the owner of 99.999% of Yandex LLC - the main operating company of Yandex in Russia.

On the negative side, TCS (-1.1%), MMK (-1%), and Mechel (-0.9%) declined. Mechel has been penalized by reports about the possible increase of the mineral extraction tax for the coal industry by the Ministry of Finance.