Raven Prop P Discussion Threads

[zangdook] 07/3/2022 11:43

Not very likely. What's in it for his mates?

[igbertsponk] 07/3/2022 11:40

So how about Boris nicks some of the oligarchs London palaces, flogs them, and uses the wonga to compensate UK (and Guernsey!) companies with Russian assets now worthless?

[ramellous] 07/3/2022 10:36

Well the saying from Wall st is to buy when there’s blood on the street. Literally in this case.

The RAV ordinaries are having some positivity this morning.

[montyhedge] 07/3/2022 09:52

Interesting article.https://www.zerohedge.com/markets/wall-street-quietly-trading-return-russia-sparking-liz-warrens-outrage

[zangdook] 07/3/2022 05:39

afaiaw, only in companies whose primary listing is in Moscow and only depositary receipts were traded in London

[owenski] 06/3/2022 15:17

LSE has already suspended trading in some Russian associated companies.

[carcosa] 06/3/2022 08:52

Hard for to accept trading could be suspended by any western govt mandate otherwise by the same token the likes of any company that is trading in Russia would also incur the same fate.

However its possible the company could request trading is suspended for any number of reasons; whether it be the inability to conduct an audit in time, not being able to repatriate monies', declaring it is no longer a going concern etc.,

One potential scenario is that it delists which would be my preferred outcome if I was a shareholder.

[owenski] 05/3/2022 19:45

It's entirely possible that trading in these could be suspended.

[m_kerr] 05/3/2022 18:13

people buying now are knowingly (if they can read financial statements) buying shares in an insolvent company. at least those longer term holders who sold have salvaged some value as well as receiving dividends over that period.

[cc2014] 05/3/2022 12:25

Zara closes 502 clothing stores in Russia from tomorrow.

They won't be needed Raven's warehouses much longer.


I cannont figure why people are paying 25p for this on Friday. I get people like to have a punt, but 25p I don't get. I would consider 5p somehwere more appropraite to have a punt.

[robizm] 04/3/2022 20:55

Old article. This company needs a quick end to the war but personally things it is finished just from the interest rate and currency warnings in the Annual report

[spectoacc] 04/3/2022 20:31

Dated Feb 26th tho.

But agree Russia is uninvestable - only got to see the number of funds writing their Russian holdings down to zero.

[montyhedge] 04/3/2022 16:34

It's only Putin who want a war, not Russian citizens.

[spectoacc] 04/3/2022 16:29

"Russia to win the ground, then a 10-20 year insurgency, to be brutally suppressed".

And people are still wanting to punt on RAVP?

[spectoacc] 04/3/2022 15:01

Whilst EVR is up 72%. Not sure if we've had a situation quite like this - perhaps the Irish banks? - and prices are going to move on trade flows, not reality, IMO.

[cc2014] 04/3/2022 14:58

How bizarre. The ords are now down to 6p, suggesting ord shareholders think there's little value in RAV.

Yet the prefs are going up with some limited buying in the 23p area

[spectoacc] 04/3/2022 10:25

Can't see what news there would be - suspect it'll go back from whence it came (down, not up). Tho POLY the only one still going to pay a divi.

[cc2014] 04/3/2022 10:22

Assume some news on POLY as it just spiked up from 175p to 220p and seems to be holding there.

[spectoacc] 04/3/2022 10:17

Assuming it's shorts closing, but POLY +25%, EVR +23%. At same time, POG -39%, RAV -14%.

[cc2014] 04/3/2022 09:50

And helpfully here are Raven's tenants on page 21



Volume has collapsed on RAVP this morning. How odd. I'm assuming MM's aren't letting sellers out until they have balanced their books

[spectoacc] 04/3/2022 09:41

Disappointed anyone would regard it as "..Throwing toys out the pram". Ironic to use pram eh?

This is the most recent list I could find of retailers standing with Ukraine (includes Apple):

[zangdook] 04/3/2022 09:36

Actually I should correct my 1725 re Apple - it was based on others' comments and not (as with Toyota) the company's statements. I now hear Apple stores are open again in Russia, though with increased prices to reflect exchange rate changes.