29-April-2024 Monday
Global steel production deteriorated in March 2024, China is to blame. Russia has recovered after the February minus, but the numbers are modest
27-April-2024 Saturday
MMK reported for the first quarter. 2024 - we note growth in financial terms. indicators, but CAPEX eats up FCF, div. profitability is unlikely to be double digit
18-April-2024 Thursday
NLMK reported for 2023 — net profit has increased, but there are questions about this. The main driver is dividends, I warned you about them
27-January-2024 Saturday
MMK's operating results for 2023 are encouraging; the metallurgical industry has recovered. But the fourth quarter did not go well
24-January-2024 Wednesday
Sold MMK, transferring to NLMK. The predicted dividends of the Lipetsk metallurgist are more significant and it will pay earlier
13-January-2024 Saturday
Severstal may be the first to resort to paying dividends, but this was read long before the statement of the company’s general director
27-July-2022 Wednesday
Stock market events: bacchanalia in the market (share crackdowns), the first shipment of metal to India and the Yuan becomes a significant currency for Russia
22-July-2022 Friday
Stock market events: Metallurgists are doing poorly, the reasons for the withdrawals in the USD/RUB pair and the Ministry of Finance plans to enter the market in September for loans
19-July-2022 Tuesday
There are changes in my portfolio: I sold BSP shares, I don’t regret selling the dollar and I’m looking at it again, as well as my pain with metallurgists
22-June-2022 Wednesday
Stock Market Events: Gazprom Dragged the Market, Novatek's Replacement, Developers' Second Wind and Surprises in the USD/RUB Pair