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POLY Polymetal International Plc

215.00
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Polymetal International Plc LSE:POLY London Ordinary Share JE00B6T5S470 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 215.00 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Polymetal Share Discussion Threads

Showing 226 to 247 of 22100 messages
Chat Pages: Latest  20  19  18  17  16  15  14  13  12  11  10  9  Older
DateSubjectAuthorDiscuss
16/5/2016
08:50
Interesting Bozzy..

But I think - why add to your risk? - OVG has other risks (like it never makes a profit and has lost a lot of money recently lending money to another outfit with no guarantee of getting all that money back)

Meanwhile POLY is making money and looks set to continue to do so.

I will stick with undiluted exposure to POLY by just holding POLY shares

undervaluedassets
12/5/2016
13:25
Way to buy POLY on the cheap (do risk analysis and research beforehand) .... buy OVG?

OVG own 775,000 POLY shares @ 753p worth £5,835,750 (plus various other tangible assets including cash of 7.4 million Euros at last balance sheet date 30-6-15)

OVG in it's entirety is valued at £4,486,009 (81,563,806 shares @ 5.5p mid price)


OVG's latest balance sheet, dated 30-6-15, shows tangible assets of 22.8m Euros, total liabilities of 0.3m Euros, for net tangible assets of 22.5 million Euros.

This includes 775000 POLY shares at approx 560p.


So the value of OVG's POLY holding as of today is approx 193p per share higher, or £1.5m.

Very roughly, OVG's net tangible asset value based on 30-6-15 balance sheet plus gain on POLY shares since then is £19.2m, or 23.5p per share. This doesn't account for running costs, or POLY dividends received.

bozzy_s
12/5/2016
10:27
Bubbling under

Compared to RRS still extremely cheap

And not much followed by brokers by comparison either - 14 following here as opposed to RRS's 26.

lately has been playing catch up

Nice dividend while we wait too.

undervaluedassets
12/5/2016
08:00
Nice rise today. Think there may have been a broker note giving it a push this morning.
liam1om
12/5/2016
06:19
was also XD on 5th April Wee monkey so did not fall at all really
undervaluedassets
05/5/2016
07:10
nice price. .

Dropped with RRS which had weak production figures yesterday.

POLY and RRS production figures completely unrelated obviously as operations are on other side of the planet

weemonkey
29/4/2016
17:01
Gold flying: $1291.70 + 25.30.
pixi
26/4/2016
20:52
Plateau chart here when most others dropped 10% or so, seems encouraging.
edjge2
26/4/2016
07:41
This is a good company with strong assets, good profitability and able and transparent management.

There is an unjustifiable "Russia" prejudice that has kept it on a discount when compared to peers (RRS esp) that is just beginning to disappear. . It has marginally outperformed RRS in recent days . . start of something perhaps

undervaluedassets
19/4/2016
07:49
brokers have blinked again. .

Deutsche reiterated 'hold' rating but raised price target yesterday.

Brokers are all gradually raising their price targets whether they are 'hold' 'outperform' or 'underperform' . .

There is a desire not to be behind the curve here. And why not . . the story is sound. .

weemonkey
18/4/2016
08:23
Anyone else listen?

I thought it was especially pleasing to get some granularity on recent aquisition Komarovskoye Gold Deposit.

Ceo Vitaly Nesis stated that the all in sustaining cost of running this mine are set to be much less than average for POLY's assets even after the costs of rail freighting the ore some 187 kilometres (which - surprisingly we discover on the call - is a negligible cost) .

Ultimately this mine will help bring down all in sustaining costs for the company as a whole.

undervaluedassets
15/4/2016
14:59
Just off conference call. . Impressive
undervaluedassets
15/4/2016
12:40
Steady as she goes. Profitable and growing enterprise.

Low all in costs mean that profitability looks assured medium term.

undervaluedassets
15/4/2016
10:47
Read VSA's note on Polymetal (POLY), out this morning, by visiting hxxps://www.research-tree.com/companies/uk/gold_mining/polymetal_international_plc …
“Polymetal (POLY LN) announced weaker Q1 2016 production of 260koz gold equivalent (Aueq), down 4% YoY, following an expected decline in ore grades at the Okhotsk operations. Gold production of 169koz was down 9% YoY was partially offset by an increase in silver production to 7.2moz, up 6% YoY… We do, however, expect POLY to return to positive cash flow over the balance of 2016…”

thomasthetank1
15/4/2016
10:47
Read VSA's note on Polymetal (POLY), out this morning, by visiting hxxps://www.research-tree.com/companies/uk/gold_mining/polymetal_international_plc …
“Polymetal (POLY LN) announced weaker Q1 2016 production of 260koz gold equivalent (Aueq), down 4% YoY, following an expected decline in ore grades at the Okhotsk operations. Gold production of 169koz was down 9% YoY was partially offset by an increase in silver production to 7.2moz, up 6% YoY… We do, however, expect POLY to return to positive cash flow over the balance of 2016…”

thomasthetank1
11/4/2016
14:30
Gold up again: 1256.00 + 17.60.
pixi
11/4/2016
07:19
Jeffries just blinked on POLY rating I see. kept 'underperform' rating but raised price target.

A definite blink

This company undervalued and under-appreciated compared to gold mining peers.

Given performance and outlook (and new bargain purchase from cash strapped Glencore) downgrades here look highly unlikely.

undervaluedassets
06/4/2016
15:36
resurgent . .

And why not

When looked at the in the round and based on last results, outlook statement, dividend yield, valuation and recent purchase from Glencore this is to my mind the most conservatively valued of the the UK listed gold miners. .

undervaluedassets
05/4/2016
08:53
gold up . . crude down . . fear back

All favorable here

undervaluedassets
04/4/2016
14:17
mispost . . . wrong thread.
weemonkey
04/4/2016
11:40
Also brings forward potential for broker upgrades for this stock.
undervaluedassets
04/4/2016
10:18
Great news.
pixi
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