Brilliant find mate. I especially loved how you segregated the good, bad & the ugly.
Overall thoughts - Though there are corporate governance issues, management has been paying fair dividends over the years. Even accounting for the worst earning year in the last decade (2015), we still get a 10% earnings yield.
You didn't understand me - I wanted to say that your company/stock writeup was good 😊 but the "front line part" was crappy as you obviously believed the official western propaganda too much.
It is 125% up since time of writing and you're saying I believe official propaganda too much? Sometimes things are valued so cheaply that despite the risks it is still a good investment.
Honestly, I'm looking at other investments now. I don't have time to analyse every geopolitical issue. I'd still say the odds are in the companies favour. A deal with the US may mean US gains control or share of the revenue. But I think there are safer investments out there.
Brilliant find mate. I especially loved how you segregated the good, bad & the ugly.
Overall thoughts - Though there are corporate governance issues, management has been paying fair dividends over the years. Even accounting for the worst earning year in the last decade (2015), we still get a 10% earnings yield.
Prima facie, looks compelling.
You didn't understand me - I wanted to say that your company/stock writeup was good 😊 but the "front line part" was crappy as you obviously believed the official western propaganda too much.
what's the current situation with the company and its valuation?
but interested in (geopolitical) analysis, as the above text shows that you believe the official propaganda too much.
It is 125% up since time of writing and you're saying I believe official propaganda too much? Sometimes things are valued so cheaply that despite the risks it is still a good investment.
Honestly, I'm looking at other investments now. I don't have time to analyse every geopolitical issue. I'd still say the odds are in the companies favour. A deal with the US may mean US gains control or share of the revenue. But I think there are safer investments out there.