Raven Prop P Discussion Threads

[rayg5] 02/2/2022 21:21

Mainly buying today despite the stand-off over Ukraine. Join the conversation this hour on LBC, FM in London and on national DAB.

[zangdook] 29/1/2022 11:21

Like sending a slug to argue with the Pope.

[igbertsponk] 29/1/2022 10:26

Annoying drop due to Putin's sabre rattling. Boris off to sort him out!

[montyhedge] 28/1/2022 21:16

Ukraine President telling Biden to calm down, war not imminent.https://www.dailymail.co.uk/news/article-10452249/Ukrainian-President-Volodymyr-Zelensky-told-Biden-tone-messaging-invasion.html?login#comments

[rayg5] 28/1/2022 18:50

It won't calm down anytime soon, imo. Putin is a Soviet revisionist, to put it in Chinese terms. LOL

[jt58] 28/1/2022 18:17

It is cheap but could turn a lot lower if Russia does invade. As soon as the situation calms down I will be straight back in.

[rayg5] 28/1/2022 17:21

It's irrationally cheap, given Russia's energy assets.

[rayg5] 28/1/2022 17:08

I'd say cheap territory. The stand-off over Ukraine is irrelevant and more to do with Putin's ego than economics.

[spectoacc] 26/1/2022 16:42

Nordstream 2, or anything that bolsters Russia's leverage, is a massive mistake.

As was Germany winding down its nukes.

As for RAVP - it's ether approaching very cheap territory, or it isn't :)

[montyhedge] 26/1/2022 16:37

Biden got to sell his gas to Europe, not wonder he does not want Nordstream 2.

[flyfisher] 26/1/2022 16:00

Perhaps germany should follow popular german opinion, stop being the usa's puppet and get nordstream 2 open.

[spectoacc] 26/1/2022 15:51

He is when he supplies 20% of Germany's power, agreed.

Trouble is, that gives him no reason not to do something stupid.

Also sitting on $600bn of reserves, and Russian oil profitable at a little over $40/bbl.

[rayg5] 26/1/2022 15:50

So no reason to panic as this is only sabre rattling. I see a recovery once the stand-off passes. Putin living in the USSR past... we ain't going back. Period.

[rayg5] 26/1/2022 15:45

I agree the divi is no cause for worry. But the difference between NATO and Putin is that Putin is a dictator and does whatever suits him whereas NATO is a grouping of democratic states, all with electorates to whom they are accountable. Putin therefore is in a relatively strong position.

[uncle_sam] 26/1/2022 15:00

Otemole3, cheers.

[otemple3] 26/1/2022 14:18

The only broker I found who allowed it in the end was Barclays but they are expensive and rubbish e.g. you have to nominate if you want to take Divi or scrip before the scrip pricing is announced....!

[uncle_sam] 26/1/2022 14:00

I hold my RAVP in several nominee accts with AJ Bell and wanted to change my election from cash divi to scrip but, disappointedly, they say they don't do scrip, neither as change nor new purchase. I want to stay with nominee accts but anyone else with that broker restriction?

[kenny] 26/1/2022 00:40

It has been reported that if sanctions are imposed, Russia will not be removed from the swift inter-bank payment system. Lots to panic about at present, but payment of dividends to RAVP holders is not a worry.

[bisiboy] 25/1/2022 22:55

The risk here is sanctions which might prevent rubble rents finding their way to sterling dividend payments!

[irish_neris] 25/1/2022 16:32

I think the ordinarys are worthless at this stage even without the current Russia Ukraine kerfuffle. There's too many out there and they just go lower and lower on little volume. They either need to a reverse split or buybacks

[jt58] 25/1/2022 16:31

Sorted JPM Russian Sec

[bench2] 25/1/2022 14:41

Big fall in RAV today , broken below 30p ........ but was holding up incredibly well vs JPM Russia which has fallen from 890p to 610p . JRS final results out today , new divi policy : 60p forecast ( vs 35p ) payable at 15p per quarter ..... so close to a 10% yield . Rothschild said buy on the sound of gunfire ...... Wait and watch .

[spectoacc] 25/1/2022 09:13

NATO is needed to protect Eastern European sovereign countries from Russian aggression, that should be more than obvious from Putin's recent actions. Ukraine, of course, isn't in NATO - nor was/is it likely to be.

Putin claims Russia is "threatened" by NATO states on its doorstep. Threatened? Does he think NATO's poised to invade Russia? It's laughable.

He hankers after a return to the Soviet Union. Trouble is, none of the formerly annexed Iron Curtain countries feel the same. That's not to deny large Russian populations in eg Estonia, Latvia.

[deadly] 25/1/2022 08:40

Not through NATO aggression, that's for sure and you are deranged if you think so.