FEEXF News and Press, Ferrexpo Plc Ord From 09/03/22

Summary Ferrexpo's quarter went pretty well as per iron ore industry performance, limited primarily by logistics bottlenecks. Order books are reportedly building in the steel industry led by energy, and this should support the demand in iron ore where China is giving out. Howe...

I significantly doubt that there's going to be a Ukraine resolution in the next few weeks, couple of months. There will be one, I think, in the many months to couple of years range. Polymetal strikes me as a company that will benefit immensely as and when this happens. For f...

Ferrexpo operates entirely in Ukraine, mining iron ore and producing pellets. Its facilities are located far enough away from the front line where we're not too worried. Volumes are relatively safe and imports from Ukraine are getting special status in the US and Europe. Chine...

This might be a little rash, but my suggestion is to buy Ferrexpo as it's going to survive all of this. "This" being the events in Ukraine. My worry was regime change, something I don't think will happen. Therefore, property rights will be maintained, Ferrexpo is a buy. For ...

Ferrexpo is an entirely sensible investment in normal times, a Ukrainian iron ore miner and shipper. Swiss based, London quoted, it appears well managed and nicely profitable. Except there is, of course, a war one. This poses certain risks to the company. For further details...

As a dividend-focused investor, mining stocks are not the sort of thing I usually go for. Ferrexpo is currently one of the highest-ranked stocks on my FTSE All-Share stock screen. For me to invest, Ferrexpo's share price would have to be at or below a good value estimate of £...

The portfolio gained 3.51% in the third quarter 2021 and the performance YTD increased to 81.19%. The portfolio outperformed the German DAX (+11.26%) and the MSCI World Index (+12.37%) in 2021. My best performers of Q3 were Gazprom (+38.1%) again, freenet (+13.5%), and Bank of Chi...

Ferrexpo plc (FEEXF) Q2 2021 Earnings Conference Call August 4, 2021 4:00 AM ET Company Participants Lucio Genovese - Chairman Jim North Jim North - Interim Group Chief Executive Officer and Executive Director Nikoley Kladiev - Group Chief Financial Officer Brett Salt - Group Chief Marketing ...

The following slide deck was published by Ferrexpo plc in conjunction with their 2021 Q2 earnings call. For further details see: Ferrexpo plc 2021 Q2 - Results - Earnings Call Presentation

As at end June, I am +13.8% for the year, roughly matching the FTSE AS at c.12%. It has been far more volatile than is usual. Pre-Fed comments on tightening sooner than the market expected, I was up closer to 20%. The portfolio is 3% geared at present. I am open to increasing gearing ...