Recent changes Since our first the report dated 11/24/2023 the company's shares in gold fell by 42.7%. This could bring up to 74.6% and 86.9% per annum to those who shared our opinion with us. The fall in gold stocks will continue. We have...
Greed/fear index The main economic event on Tuesday was not the traditional lack of news for the middle of the week. Strangely enough, the markets are still playing back the positive data from the labor market published on Friday. After...
NEWS/INVESTMENT EVENT Vedomosti reported on Sual Partners' plans to block Rusal's buyback The long period of Norilsk Nickel's dividend payments to Rusal (controls 26.4% of Norilsk Nickel) did not lead to an increase in the stability of the...
One of the most important recommendations of the past and the year before was the purchase of gold. During this time, gold has grown very significantly. What do I see now? In my subjective opinion, the time has come when it is necessary to...
Greed/fear index The main economic event on Monday was the traditional lack of news for Monday. Under these conditions, the markets continued to play back the positive data from the labor market, published on Friday. This was clearly seen...
NEWS/INVESTMENT EVENT "The Israeli side is considering options for strikes on Tehran's energy and nuclear facilities" "An earthquake of magnitude 4.6 occurred in the desert of Iran, which may be related to the test of nuclear weapons" An...
Recent changes Since our first the report dated 04.10.2023 the company's shares in gold fell by 22.3%. This could bring up to 28.7% and 29.2% per annum to those who shared our opinion with us. As expected, from the past the report dated...
Greed/fear index The main economic event on Friday was the publication of data on changes in the number of people employed in the US non-agricultural sector for September. It was expected that the number of people employed in the...
NEWS/INVESTMENT EVENT "It will take Iran several months or a year to build a nuclear weapon" "Lebanese Foreign Ministry: on the eve of the liquidation of Nasrullah agreed to a truce with Israel" The presence of nuclear weapons in Iran can...
Recent changes Since our first the report dated 02.10.2023 the company's shares in gold fell by 29.6%. This could bring up to 42.0% and 42.5% per annum to those who shared our opinion with us. As expected, from the past the report dated...
Greed/fear index The main economic event on Thursday was the publication of revised data on the business activity index (PMI) in the US services sector for September. The index was expected to drop from 55.7 points to 55.4. Here's what we...
NEWS/INVESTMENT EVENT "Saudi Arabia threatens to collapse oil prices to $50" "Russia, with the mediation of Iran, is conducting secret negotiations with the Yemeni Houthis on the supply of anti-ship missiles to them" Saudi Arabia is an...
Greed/fear index The main economic event on Wednesday was the publication of data on changes in the number of people employed in the US non-agricultural sector from ADP. The forecast assumed that it would grow by 125 thousand in September...
NEWS/INVESTMENT EVENT "The U.S. Department of Labor has expressed concern about forced labor in Indonesia's nickel industry." "China's most aggressive stimulus since the pandemic" Indonesia is a key supplier of "cheap" nickel. The...
Recent changes Since our last the report dated 08/11/2023 of the year, the company's shares in gold fell by 17.4%. This could bring up to 21.1% and 18.7% per annum to those who shared our opinion with us. The fall in gold stocks will...
Greed/fear index The main economic event on Tuesday was the publication of data on the index of business activity in the US manufacturing sector from the Institute of Supply Management (ISM) for August. Here's what we wrote about it in the...
NEWS/INVESTMENT EVENT "Saudi Arabia may again enter into an unspoken price battle with Russia" Iran's Foreign Ministry: the country will not send troops to Lebanon to help Hezbollah The Fed's rate cut by more than expected, the adoption of...
Greed/fear index The main economic event on Monday was the speech by Fed Chairman Powell. Here's what we wrote about it in the last review: "Market participants will catch any hints of the continuation and speed of the rate reduction...
NEWS/INVESTMENT EVENT "MTS is considering IPO of subsidiaries" "MTS dividend policy for 2024-2026 sets a payout of at least 35 rubles. per share for each year" The expected IPO of MTS' fast-growing subsidiaries will help the company raise...
Recent changes Since our the report dated 08/09/2023 the company's shares in gold fell by 50.8%. This could bring up to 103.4% and 92.5% per annum to those who shared our opinion with us. Our first goal of reducing the company's shares in...