Jpmorgan Russian Securit... Share Discussion Threads

[mister md] 30/3/2022 08:06

could see a big move up today - both JRS and POLY up 9% already

[bondholder] 30/3/2022 08:05

I had to put in lots of small orders even last week before the rush started

[soleman1] 30/3/2022 08:03

Ffs hsbc won't let me put an order in again

[specialistwasagypsey] 29/3/2022 22:52

Short this dog 🐕 to zero.

Russia is screwed and will lose the war.

Only North Korea are better off 🤣🤣

[bondholder] 29/3/2022 21:02

Friday 1st April. Moex open for foreigners to sell.

[soleman1] 29/3/2022 20:10

I'm expecting volume to remain high in the run up to Friday. Monday we should get an accurate NAV but either way the market will move towards calculating this in advance. I'm thinking 300p within a week based on 400p NAV and 100p scare premium

[mister md] 29/3/2022 20:09

interesting re fx rates

dow back in rally mode

could be a positive day for Moex tomorrow

and another good one for JRS

[loganair] 29/3/2022 20:02

Current exchange rate is 88 Rub to USD & 115 Rub to Pound.

The Rouble is now starting to get back to where it was before Russia went in to the Ukraine when it was trading between 100 & 105 to the Pound or around 75 to USD.

[comedy] 29/3/2022 19:32

Well I nailed lazards as I said Lazard and city had guesstimate of 5 mill each left yesterday.

Today done 3 mill volume. This week
Or next overhang will be gone;)

[soleman1] 29/3/2022 18:51

Looking at the trading this afternoon I think our forced sellers were at it again in the backround. Without them this would have flown by now. Still it's a welcome change the iis selling at rock bottom prices and the little guys picking up a bargain.

[bondholder] 29/3/2022 17:44

Moex closed today down 1 percent. Not too bad.

[pilkersa] 29/3/2022 16:10

There is no way putin will agree to a peace deal without sanctions being lifted....

[shinnas] 29/3/2022 16:06

sanctions are still going to stay and bite

[demark] 29/3/2022 15:38

thanks soleman1,

[amaretto1] 29/3/2022 14:54

Luckily i did it yesterday.... Not tried today

[soleman1] 29/3/2022 14:50

Ig have to buy the underlying stock to cover an imbalance if more long than short, if they can't get underlying stock they won't accept the trade

[soleman1] 29/3/2022 14:47

I was looking for a final buy today but the stock must be really tight as I couldn't get a fixed quote. Interesting to see how the closing auction pans out.

[demark] 29/3/2022 14:28

ig says it is not accepting
opening trades!!!

[comedy] 29/3/2022 13:11

mmister according to Lse only 40mill shares in issue???

[loganair] 29/3/2022 13:10

The MOEX Russia index pared early gains to close 0.9% down at 2,408 on Tuesday, extending losses from the past two sessions, pressured by the energy sector as investors monitored the start of talks between Kyiv and Moscow.

Despite closing in the red, authorities maintained market limitations to prevent selloffs, including bans on short sales and prohibiting foreigners from selling Russian equities. According to Finance Minister Siluanov, Russia has still not tapped into the RUB 1 trillion in funds allocated by the National Wealth Fund to buy domestic stocks.

Energy heavyweights Gazprom (-4.9%) and Lukoil (-3.8%) closed with losses, after G7 states rejected the Kremlin’s demand of natural gas payments in rubles. At the same time Severstal (-3.8%) extended its downward momentum as it still faces default risk over its $12.6 million corporate bond. Conversely, Phosagro jumped 6.8%, benefiting from surging fertilizer prices.

[comedy] 29/3/2022 13:10

one strategy before rerate buy...on rerate sell get capital out and sit on rest . take dividends.

[mister md] 29/3/2022 13:04

only 45m shares in issue so big moves

[comedy] 29/3/2022 12:55

pps I thought we would have to be doing 10mill total volume to get city out if my guesstimate was correct..we did 3mill yesterday and already done 1.3mill total volume so far...plus the fact can't buy think the funds have stopped selling or not many left?

plus advantage here bb is quiet, so assumption not many here?

also the nav being rns daily currently is not accurate imho...

so don't believe the word has spread yet re this stock.