MECHEL PJSC JSC (Small capitalization) Disclaimer/ (NEW)
On average, 90% of all stocks move down with the market, and 75% - up.
The wave principle applies to some extent to individual stocks, but counting waves for them is often confusing and has little practical significance. Since the company has not a large capitalization, we assume that the state of the shares does not depend on the psychology of the masses
Gazprom reaches highest level since 2009 on positive news
#GAZP
GAZPROM'S PRODUCTION IN HALF YEAR INCREASED BY 18% - UP TO 260.8 BLN CUB. M - COMPANY
GAZPROM INCREASED GAS EXPORT TO FAR ABROAD BY 25.7% IN THE FIRST HALF-YEAR - TO 99.9 BILLION CUB. M
GAZPROM'S GAS EXPORT TO FAR ABROADS IN HALF A YEAR HAS INCREASED BY 26% - TO 99.9 BILLION CUB. M
GAZPROM INCREASED GAS PRODUCTION BY 18% IN THE FIRST HALF, TO 260.8 BLN CUB. M
UGS STORES IN EUROPE BY THE END OF JUNE REPLENISHED ONLY 18 BILLION CUB. M OUT OF SELECTED OVER 66 BLN CUBE. M GAS LAST WINTER
GAZPROM INCREASES GAS EXPORT TO A RECORD LEVEL IN THE FIRST HALF - TASS COMPANY
Polimetal(POLY)Disclaimer/
On average, 90% of all stocks move down with the market, and 75% move up.
The wave principle applies to some extent to individual stocks, but counting the waves for them is often confusing and does not have much practical significance. But since the company has a large capitalization, we assume that the state of the shares depends on the psychology of the masses.
Information
Polymetal International plc shares are traded on the Moscow, Kazakhstan, and London Stock Exchanges, are included in the MICEX index, FTSE 250, and FTSE Gold Mines index.
The portfolio of projects of JSC "Polymetal" includes 36 licenses with a total area of more than 7800 sq. km.
DIVIDEND POLICY
Effective August 26, 2020, to increase the transparency of the decision-making process on the amount of dividends and to ensure the predictability of capital allocation while maintaining the dividend yield at a level above the industry average, the Board of Directors approved the replacement of the special dividend with a new approach to the payment of the final dividend. Thus, the Company's amended dividend policy will assume the following:
- The minimum amount of the final dividend will be 50% of the adjusted net profit for the second half of the year (provided that the ratio of net debt to adjusted EBITDA is below the established threshold of 2.5 x).
- In addition, the Board of Directors reserves the right to increase the final dividend to a maximum payout of 100% of free cash flow (provided that it is greater than 50% of adjusted net income). In making this decision, the Board of Directors will take into account, among other factors, the Company's macroeconomic forecasts, debt burden, and future capital investments.
- The interim dividend formula will remain unchanged – 50% of adjusted net profit for the first half of the year (subject to the ratio of net debt to adjusted EBITDA below the established threshold of 2.5 x).
- The transfer of dividends to the shareholders ' accounts after payment takes some time. Please contact your broker for more details.
Taking into account these changes, starting from 2021, Polymetal will pay dividends twice a year
Polys(PLZL)Disclaimer/
On average, 90% of all stocks move down with the market, and 75% move up.
The wave principle applies to some extent to individual stocks, but counting the waves for them is often confusing and does not have much practical significance. But since the company has a large capitalization, we assume that the state of the shares depends on the psychology of the masses.
Information
Polyus (formerly Polyus Gold) is a Russian gold mining company. One of the largest in the world and the largest in Russia in terms of gold production.
It was founded in 2006 during the separation of the gold mining assets of OJSC MMC Norilsk Nickel (CJSC Polyus and its subsidiaries) into an independent public company on the basis of the assets owned by CJSC Polyus, a 100% subsidiary of Norilsk Nickel.
In December 2006, American Depositary receipts (ADRs) for Polyus Gold shares were listed on the London Stock Exchange.
In 2009, Russian businessman Suleiman Kerimov bought a 37 % stake in Polyus Gold from Vladimir Potanin for $1.3 billion.
In 2011, as a result of the reversal agreement, the new holding company became Kazakhgold Group Limited, which in the same year was renamed Polyus Gold International Limited (PGIL). In June 2012, PGIL shares received a premium listing on the London Stock Exchange.
In June 2017, PJSC Polyus conducted a secondary placement of its shares, in which 9% of the shares were placed for $800 million. In April 2019, 3.84% of the shares were sold as part of a new secondary placement procedure PJSC "Polyus" for about $390 million. As a result, the share of the company's securities in free circulation was about 20.51%.The Group's proven and probable reserves (P&P) amount to 64 million ounces — the third largest in the world
SBER - revising my countA closer look at SBER forced me to revise my count - I now consider it has topped in wave v of larger 3. Expect to see a bottom mid 2022 somewhere in 200 zone. This makes me think Russian indexes may show final push to new high in June (countwise oil should bottom somewhere in 60 zone soon and make a final rally above the recent high which may trigger rally in Russian oil stocks) however I believe all rallies will be sold. Don't recommend to trade wave 4, better to wait for the bottom next year.
RUSSNEFT - a rebound in price after a strong fall? The Russian oil company, which, during the crisis, significantly increased debts and pledged low oil prices. Also, a private pension fund came out of this asset. The stock is pretty grossly undervalued. The price found good support. The stock price is observed to exit the falling wedge, which may signal an imminent strong upward impulse.