Jpmorgan Russian Securit... Share Discussion Threads

[quepassa] 19/3/2022 07:21

Seems to me that many would be grateful - as it would remove a big problem for them.


It is quite clear already that many companies want out and have already written down their investments.

For example BP and Shell, to name just a few.

One notes that two more very major global companies have just joined the long list of companies withdrawing.

This time, Haliburton and Bosch.


ALL IMO. DYOR.
QP

[amaretto1] 19/3/2022 07:13

I've noticed who you follow.... and who follows you !!I've been to these offices.

[amaretto1] 19/3/2022 07:11

Do u understand how many foreign investors have stakes in these companies.....Chinese... Middle Eastern etc ....They are not involved, what do you think these people would say or do towards Russia ? Wake up and look at the bigger picture .... What is your agenda here ? Scare tactics towards private investors......pretty sad !!

[quepassa] 19/3/2022 06:30

???


Russia can nationalise its own companies.


At one time, all major industry in Russia was State-owned and de facto nationalised.

ALL IMO. DYOR.
QP

[quepassa] 18/3/2022 20:30

wouldn't surprise me if companies are nationalised - at today's prices or less.

all imo. dyor.
qp

[amaretto1] 18/3/2022 20:29

Well ... they will have to ask Kazakhstan then ... for 66 percent of it ... now let's think .. what's that worth ?? What do you think ?

[fabius1] 18/3/2022 20:11

Indeed. I very much doubt the Russians are terribly worried about the price. I am quite sure they are interested in the value though :).

[loganair] 18/3/2022 19:53

There is a difference between Price and Value.

The Price of Russian stocks are down 90%ish, however I doubt very much if their value is down anywhere near that percentage.

[jonwig] 18/3/2022 19:10

Telegraph is reporting a change of emphasis by China:



Behind a paywall, but features attacks on civilians, describes it as a war, an invasion, and is sending humanitarian aid to Ukraine.

"China’s ambassador to Ukraine, Fan Xianrong, praised the strength and unity of Ukrainian people, saying China would never attack the country but be a “good force” to it both politically and economically."

Not good news for Vlad the Impaler.

[amaretto1] 18/3/2022 18:51

It's the most crazy statement I've ever seen ....Valuing stock on a closed stock market .... bizarre U work for people that want this stock ?

[biggest bill] 18/3/2022 18:51

The last published nav from the last day the Moscow stock market was open was 480p. The invasion started on the 24th February. The stock market continued to trade on the 24th and 25th. When the stock market reopens, even a big fall from the last close would still give a nav well in excess of the current published nav.

EDIT: For comparison purposes, the nav a week before the invasion was 720p. So the Moscow stock market had already fallen substantially by the 25th February.

[amaretto1] 18/3/2022 18:49

Errrr let's see yours first ??What's your value on Gasprom for example? Then value the Kazakhstan assets for me ???

[albert arthur] 18/3/2022 18:44

You need to eat your pen old bean.

[biggest bill] 18/3/2022 18:41

QuePassa, start eating your hat.

[glavey] 18/3/2022 18:39

"Your not kidding your maths are abysmal... that is not the case at all !!"

A bit like "your" spelling then... Anyway Amaretto1, why don't you provide your calculation for consideration?

[quepassa] 18/3/2022 18:31

B B posts at 18.13
A A posts at 18.14

....bit of a give-away.

If those two posts weren't penned by the same hand, I'll eat my hat.

Each to his own.


ALL IMO. DYOR.
QP

[albert arthur] 18/3/2022 18:14

The Nav RNS have been coming out all week. Personally I think there will be a scramble in rather than out when the markets open and a upwards NAV correction on a large scale... nobody wants money in the bank in Russia, nobody wants BTC there... they will want cheap stock... expecting this to move upwards...

[biggest bill] 18/3/2022 18:13

The published nav is completely meaningless at the moment because there is no real market for Russian shares right now. When Moscow's stock market reopens, a more realistic nav can be calculated which I expect to be well above the current share price.

[amaretto1] 18/3/2022 18:02

What's your take on the RNS ? My broker says it's a covering your back issue

[loganair] 18/3/2022 18:01

In the first couple of weeks of Russia going into the Ukraine, and all the sanctions etc, Europe has bought €9.1bln worth of oil and gas from Russia.

[amaretto1] 18/3/2022 17:58

In fact I'm totally baffled by your post !!!