Raven Prop P Discussion Threads

[montyhedge] 27/2/2022 17:39

Most of their gold goes to China.

[holts] 27/2/2022 17:29

It seems odd that Russia would leave so much of its reserves spread around the world where sanctions will freeze it. If it needs money and has to sell its gold can that much suddenly be accommodated at a reasonable price ?

[rayg5] 27/2/2022 17:24

'Presidential muscle-flexing' BBC Corr. calls it

[rayg5] 27/2/2022 14:22

Yes, this is window dressing

[montyhedge] 27/2/2022 14:20

It's Russian nuclear defence on standby, the only nuclear attack ever, was by US in Japan.

[rayg5] 27/2/2022 14:02

The nuclear threat is that of a madman backed into a corner. Putin now faces being overthrown imo

[rayg5] 27/2/2022 13:59

West does not want to suffer economic sanctions rebounding on them. The sooner they talk the better. Both sides risk heavy economic damage.

[rayg5] 27/2/2022 13:56

Putin must see the invasion has pitched him against the rest of the world. The war has not gone according to plan for him.

[montyhedge] 27/2/2022 13:46

Just announced BBC they will meet on the Belarus border.

[montyhedge] 27/2/2022 13:40

Hopefully ceasefire and peace talks soon.https://www.independent.co.uk/news/world/europe/ukraine-zelenskyy-russia-crisis-putin-peace-talks-b2024252.html?amp

[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.