Recent content by china white

I am permanently back to London now, lads and lasses, would be keen to meet up with the Old Guards for a quick brew-ski ))) Stoploss Please, Socrates, Tomatsu, my other dear china plates )), are you round? BTW, an updated version of my track record is in the attachment )) cheers

hello lads and lasses )))) Guys hi hope everyone is well )))) Just wanted you to know - I have changed gear a bit lately )))) - I focus heavily on special situations and corporate actions in Russia these days, would be glad to start a dialogue, if there are potential crossovers. BTW - ppl...

TransContainer and MRSK. Initiation of Coverage. 1. We initiate coverage of TransContainer: We recommend to BUY the stocks and GDRs with 12M target price at $120 and $12.0 respectively, which means 24% and 22% upside potential from the current market level. The company placed its shares on the...

TransContainer and MRSK. Initiation of Coverage. 1. We initiate coverage of TransContainer: We recommend to BUY the stocks and GDRs with 12M target price at $120 and $12.0 respectively, which means 24% and 22% upside potential from the current market level. The company placed its shares on the...

TNK-BP. Deeper in bed with Russians. I mentioned before there is NO way TNK-BP with its 1) dividends that BP desperately needs; and 2) amount of BP's strategic assets stashed under TNK-BP's roof - might NOT benefit from BP getting deeper in bed with Russians going forward, whoever (RosNeft or...

BP, TNK-BP and divs intrigue. BUY on TNK-BP either way. Dividends may be a tricky issue – and a powerful tool for blackmail: It is thought that BP will announce the reinstatement of its dividend in its fourth quarter results, due this week. It will reinstate it at around seven cents half the...

Export duties for crude oil and oil products will change . Side effect for MostoTrest Pls find attached a very concise summary of our views on Oil&Gas stocks for your attention. 2 things I personally find uber important: 1) It is yet another argument in favour of TNK-BP which is my...

AFIMALL City receives certificate of completion. POSITIVE AFIMALL City receives certificate of completion. POSITIVE AFI Development (AFID LI – Buy, our top pick, see Strategy 2011 attached) today announces that it has now received a certificate of completion from the City of Moscow authorities...

Rosneft, TNK-BP and CHEP - quick comment. Good morning! It is hardly a secret that about 20% of strategic assets of BP Plc is stashed with TNK-BP, and now we have another MEGA manifestation of global importance of Russia to BP. BP’s drive to extract billions of barrels of petroleum from above...

Rosneft, TNK-BP and CHEP - quick comment. Good morning! It is hardly a secret that about 20% of strategic assets of BP Plc is stashed with TNK-BP, and now we have another MEGA manifestation of global importance of Russia to BP. BP’s drive to extract billions of barrels of petroleum from above...

Jobs situation - ripe to turn around from deep bottom? Morning comment - 14.01.20 Good morning! And Happy Orthodox New Year to all those who, alongside Russian and Serbian Orthodox Churches, celebrate the New Year today by old-style Julian calendar! :) Markets were bombastic recently, with...

Jobs situation - ripe to turn around from deep bottom? Morning comment - 14.01.20 Good morning! And Happy Orthodox New Year to all those who, alongside Russian and Serbian Orthodox Churches, celebrate the New Year today by old-style Julian calendar! :) Markets were bombastic recently, with...

Why I am bullish on 2011? Let us dissect yesterday's news reel asunder for a second: 1) Jobs. We mentioned a gazillion times last year (see e.g. Bloomberg link {NSN L7LFFK3PWT1C <GO>} from 23 August 2010) that we were in the worst jobs situation since Ronald and Maggie, meaning...

Why I am bullish on 2011? Let us dissect yesterday's news reel asunder for a second: 1) Jobs. We mentioned a gazillion times last year (see e.g. Bloomberg link {NSN L7LFFK3PWT1C <GO>} from 23 August 2010) that we were in the worst jobs situation since Ronald and Maggie, meaning...

Strategy 2011. Pls find our Strategy note for 2011 attached. Good trading in 2011 to you! :thumbsup: