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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...
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