Raven Prop P Discussion Threads

[holts] 27/2/2022 13:29

It may be if events go very badly he is ousted , but it could be a case of be careful what you wish for.

[george stobbart] 27/2/2022 13:25

Putin and his peaceful liberation army must attack with full force Ukraine and liberate the country from its radical totalitarian regime.

Things are developing much better than Putin hoped for - the Liberation Army has easilly moved into a country with 40m population and reached Kyiv without any resistance.

That's because Ukrainians would love to be part of the Russian Federation.

Things are looking great by every aspect

[montyhedge] 27/2/2022 13:14

Hopefully ceasefire and talks shortly, possibly in Turkey mentioned.

[kenny] 27/2/2022 09:34

Sorry but I do not have the time to comment on every post. However, there is a lot of speculation and I am waiting to see how things develop.

It is possible that Russia will declare a ceasefire in coming days but that too is speculation. Putin must be under great internal pressure as he never imagined this response.

[montyhedge] 27/2/2022 09:07

Where’s the Raven expert, Kenny any thoughts.

[my retirement fund] 27/2/2022 07:31

We would need to respond in kind by freezing the assets of foreigners and foreign companies in Russia... and possibly by nationalising the assets of those who come from unfriendly jurisdictions,' he said. 'The most interesting things are only starting now.'

[my retirement fund] 27/2/2022 07:27

Meldev talking about nationalising foreign companies https://metro.co.uk/2022/02/26/former-russian-president-issues-stark-warning-to-west-over-sanctions-16180588/?ITO=msn

[my retirement fund] 26/2/2022 22:40

Remind me again monty what is it? every three months monty never missed a payment loseems like only yesterday Shell never cut dividend since ww2 or HSBC never missed a divi even in 2008 right?

[montyhedge] 26/2/2022 22:28

Russia has develop SPFS system for financial payments, been developing this system since 2014. Its slower than Swift but works.

[rayg5] 26/2/2022 22:13

A 'targeted' move by Germany against Russia, so somehow Swift can survive this. But as kenny says, RAV already holds reserves to pay divis, which will, therefore, not need to be transferred via SWIFT in any case.

[my retirement fund] 26/2/2022 21:10

News in Germany supporting sanctioning swift so that looks like a full house now.

[george stobbart] 26/2/2022 20:22

If Putin seizes Raven's warehouses, then it won't ge able to generate any income and your investment will go to £0

[ceaserxzy] 26/2/2022 20:17

One may notice that India,China and UAE abstained in the vote of UN resolution on Russian invasion. With huge market of almost 3 billion people in China and India supporting Russia's energy, agriculture and resource based export economy, it is likely to be able to survive western sanctions.

[hpcg] 26/2/2022 19:22

I would have thought 1506 makes the most pertinent point, which is will pref holders retain property rights? The dividend, to an extent, is secondary, since if property rights are retained then over the long term it will probably be paid even if there is a short term interruption. The risk return looks poor here; it is trading nowhere near a distressed level and the prospective return is derisory in comparison with, for example, buying at 100p when there is more certainty.

[gfrae] 26/2/2022 17:20

As in WW1 and WW2.

[p49b] 26/2/2022 17:13

I think in trying to guess what is going on we may look at the maxim 'Who gains the most?'
My take on developments so far would be the USA.
1. The stopping of NS2
2. Future sales of LNG from USA to Europe.
3. The shock to the system for European Security.
4. Europe will have to spend a LOT more money for its own defence.
5. USA can not afford the financial promises made in previous decades
and its focus going forward will be the Pacific.
6. The chance to hobble Putin both financially and militarily by sucking him in
to a conflict. After all USA has got itself in to that position the last decades
and it ruins the finances of a nation.
7. Germany has been criticised for to much dependance on Russia for its Gas.Russia can sell its Gas to China but then Russia will become dependant on China and the Chinese will want a discount.
Has Putin be played here.? He has been at the top of Russian politics for more than 20 years, thats a long time for a high pressure job. In his recent appearances he sits a long way from his colleagues, I wonder if he has the leader complex and he identifies to much with his historic place and is taking to many risks.?

[my retirement fund] 26/2/2022 17:07

One final thought as all this pans out, some of those that shall remain namless who have shown themselves to be disingenuous to shareholders and have increasingly milked staggering sums out of Raven over the years are probably very well connected and could easily be persuaded to become complicit in the changing political landscape of Russias mafia style of governance and dark circle of businessmen. So many assets taken so many false accusations and fake legal trials, so much wealth tgats changed hands for fractions of true worth, so much stolen.

[my retirement fund] 26/2/2022 16:30

Money can still flow, it will just have to go through a daisy chain of banks starting with countries that have non sanctioned banks with direct links to Russian banks who can exchange into the different currencies and daisy chain through partner banks, so it will be a lot more complicated and expensive and take longer to get the money out. There's no reason for anyone to stop the money reaching the UK from what I can see. The real problem is will Putin allow the money to leave Russia, allow foreign companies finance, allow unfriendly foreign ownership to continue. He has made himself the most hated man in the world, he's a true despot now, history tells us people like this are hard to get rid of and they become increasingly dangerous and extreme. I don't think your worry should be lack of swift, it should be Putin.

[montyhedge] 26/2/2022 15:14

Strange no one can answer my question, perhaps no one knows.We all know next payment ok, it's the future if and a big if, Russia off Swift.

[tag57] 26/2/2022 15:10

Italy said they will support Russia taken out of SWIfT. Not sure Germany will stand firm if the rest of the EU are putting pressure on them

[montyhedge] 26/2/2022 14:28

I know no problem this payment, I'm talking about going forward. Simple question if off Swift, would future payments be secure. I don't think it will will come to a swift off, Germany Hungary, Italians on the fence.

[hpcg] 26/2/2022 14:20

Link for donating to the Ukrainian army:



I realise this might not align with everyone that might have an interest in this instrument, but on the other hand just think how much these would go up if Putin left the playing field?

[my retirement fund] 26/2/2022 14:19

Jeez monty do you not have the attention span to read the thread more than half a dozen posts, Kenny has already suggested they have a significant sterling balance to pay immediate dividends!