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2023-12-10 23:07:33 ET Summary Ferrexpo's business is currently depressed due to the impact of the Ukraine war on its ability to export, but it is still profitable and cheap. The company's pellet production situation has improved sequentially, but its access to Ukraine's Black Sea...
2023-05-22 08:15:22 ET Summary From a peak of $6.85, the share price of Ferrexpo has cratered to $1.36 today. The fall in the share price represents a high risk, high reward opportunity for investors. Despite the war, Ferrexpo has managed to stay profitable in 2022, producing a pr...
2023-04-11 04:57:39 ET Summary In this article, we examine Ukrainian iron-ore miner's Ferrexpo recent 2022 full-year results and speculate what the future could hold, based on a deep dive into the operating environment. Given the uncertainty around the outcome of the war, which is...
2023-04-05 04:31:27 ET Summary Ukrainian iron ore company Ferrexpo has managed to survive the Russian conflict so far admirably. Operations continue and the company remains profitable, whilst having cleared its Balance Sheet of debt. Given the current state of the conflict in ...
Summary Ferrexpo is Ukraine's premier iron ore miner. Under siege from the Russian conflict, the company has seen production halve and its stock price crash. Yet a solid balance sheet & the national strategic importance of the firm mean it is likely to survive. Gener...
The following slide deck was published by Ferrexpo plc in conjunction with their 2022 Q2 earnings call. For further details see: Ferrexpo plc 2022 Q2 - Results - Earnings Call Presentation
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 ...