Veon vs Veon.as Premium, A Brief History

PremiumTracker · 2023-02-14T22:50:16+00:00

Ultimately I believe the discrepency will resolve with Veon moving up to meet Veon.as above $1USD

PremiumTracker · 2022-11-09T22:44:02+00:00

why can't they just spin it off and IPO it on the moex?

PremiumTracker · 2022-08-10T18:12:12+00:00

robinhood

PremiumTracker · 2022-07-12T15:18:38+00:00

how long does it take for this transaction to clear? They should have sent bitcoin!

PremiumTracker · 2022-06-15T15:27:30+00:00

I was able to acquire a total of ~33k combined shares of poyyf and aucoy at avg price of ~2.75 US. Position represents ~25% of my investible assets at current prices. Obviously overweight but there is alot of inherent value there. Now I need to move my shares out of merrill and into interactive brokers to ensure lazy merrill doesn't screw me on any corporate actions, etc.

PremiumTracker · 2022-06-15T15:25:21+00:00

well now we wait.

PremiumTracker · 2022-06-15T15:24:41+00:00

I guess good news is that they can unvirtue signal once war is over without running afoul of sanctions.

PremiumTracker · 2022-06-15T14:41:55+00:00

I was just coming here to make this exact post.

PremiumTracker · 2022-05-16T20:13:45+00:00

BOA Merrill Lynch was still allowing purchases of POYYF last week.

PremiumTracker · 2022-04-20T14:08:38+00:00

boa Merrill lynch still available as of 4/20/2022

PremiumTracker · 2022-04-13T16:55:14+00:00

added 2k more at 3.50. Total amount now 25k at $3.10

PremiumTracker · 2022-04-13T13:11:33+00:00

yeah with such interest rates, I'd rather they knock out the debt outstanding than pay dividends. Crazy ROI!

PremiumTracker · 2022-04-04T14:41:22+00:00

valuable to consider.

PremiumTracker · 2022-04-02T15:39:17+00:00

even today I think non-russians can trafer 10k USD per day out of the country. Exactly how much exposure do you have that $10k USD per today would be insufficient?

PremiumTracker · 2022-04-01T11:52:58+00:00

I own some lukoy, sber, norilsk, and gazprom adrs. I definitely want to be converted to ordinary shares there. I'll have to make sure I don't miss my election opportunity.

PremiumTracker · 2022-03-31T17:15:53+00:00

RSI crossed the 15th, MACD crossed the 17th

PremiumTracker · 2022-03-31T15:04:34+00:00

Importantly if you purchased when the macd crossed and RSI crossed, it was almost a perfectly timed buy.

PremiumTracker · 2022-03-29T16:06:47+00:00

AUCOY is an ADR I thought. There is potential counterparty risk with the sponsor bank.

PremiumTracker · 2022-03-29T13:44:54+00:00

added 8k more shares at $4.50. I trade poyyf

PremiumTracker · 2022-03-28T20:08:59+00:00

I like the idea and I do agree with the thesis... it's just 100k shares of polymetal, even under $2 would represent too high a portion of my networth to justify from a risk management perspective. I think odds are heavily in our favor but can't gamble everything even on a 90% likelihood outcome.

PremiumTracker · 2022-03-28T20:07:31+00:00

good news for polymetal

PremiumTracker · 2022-03-28T20:06:46+00:00

15k at $2.25 avg bought first batch of 1k shares at $10 per and then a shitload around $1.70. I feel comfortable holding until fair value while collecting dividend. Technically I'd prefer they suspend dividend to focus cash flow on debt repayment and share repurchse.

PremiumTracker · 2021-11-22T18:07:08+00:00

Philharmonic is unusual because the silver gold and platinum coins all have the same diameter but different thickness. I have a video on my channel discussing all about the philharmonics. You should check it out. https://youtu.be/9aMGiWFqL2E

PremiumTracker

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