Ferrexpo (#FXPO) – raises $100m at 16.5p per share

Ferrexpo (#FXPO) – required completion of equity fundraise “of at least US$100m” delays results, shares to be suspended from 1st May

Ferrexpo (#FXPO) – notes “limited attack on power infrastructure… production and exports will be interrupted”

Ferrexpo is very high risk, but with the chances of a deal to end the war rising, I see the upside as being worth it in the short term

Shares don’t get much more volatile than Ukrainian iron ore miner Ferrexpo (FXPO) which has seen its share price fluctuating up and down by large amounts on a regular basis as various pieces of news have come.

Ferrexpo (#FXPO) – receives notification of a decision to suspend refund of VAT, will mean reduced production and sales

Ferrexpo (#FXPO) – disputes a stated Ukraine court decision on 49.5% of mining business rights, states has not received any official such documentation or requests

Ferrexpo (#FXPO) – continuing production and products sale and Ukrainian legal update

Ferrexpo (#FXPO) – creditor application for creditor protection proceedings against Ukrainian subsidiary

Ferrexpo (#FXPO) – to file appeal to Ukraine Supreme Court after a court of appeal confirms approx. $125m claim against subsidiary

The return of a Ferrexpo dividend shows the company is well placed to weather the war - speculative BUY

Iron ore producer Ferrexpo (FXPO) is still very much a play on there ultimately being some sort of peace deal between the Ukraine and Russia, and ideally as soon as possible.

Ferrexpo is very high risk but I've bought some based on the potential large return if the war in Ukraine ends

Ferrexpo (FXPO) certainly isn’t for the feint-hearted as its iron ore mining operations are based in the Ukraine, and it is definitely a big gamble, but it is one that I’m willing to take given the upside.

Ferrexpo (#FXPO) – Ukraine Supreme Court dismisses Claim against company re. Ferrexpo Poltava Mining operating subsidiary share purchase agreement

Ferrexpo (#FXPO) – court order to freeze subsidiary bank accounts in Ukraine linked to ongoing investigation, to appeal decision

Ferrexpo (#FXPO) – NED and major shareholder Kostyantin Zhevago “detained in France”, company “will update the market as appropriate”

Ferrexpo (#FXPO) – “now receiving sufficient levels of power to bring one pelletiser line back into operation”

Ferrexpo – Ukraine appeal court judgement announcement update

Ferrexpo (FXPO) has announced it has received a Ukraine appeal court judgement “which states that the share purchase agreement concluded in 2002 is invalid and the 40.19% stake in FPM shall be transferred to the claimants”. So what does this mean?

Ferrexpo – half-year results and potential to soar?

Ferrexpo (FXPO) has announced that, despite constraints particularly logistically, the first half of 2022 still saw net cash increased by $54.7 million to $171.7 million on 4.4 million tonnes of iron ore pellets sold. What’s the outlook from a 143.2p offer price, £843 million market cap?

Ferrexpo – there are reasons why the shares could now bounce sharply

Ferrexpo (FXPO) emphasises that it produces high grade iron ore pellets, which are a premium product for the global steel industry and enable reduced carbon emissions and increased productivity for steelmakers. That sounds good, but it does so from Ukraine. That is why it has seen a share price fall from approaching 500p last summer, but we can now see reasons why the shares could bounce sharply.

Ferrexpo – Q2 production report, logistics constraints to ease?

Iron ore pellets producer Ferrexpo (FXPO) has issued a production report noting sales in the first half of 2022 of 4.4 million tonnes, representing a year on year decrease of 21%, with logistics availability “the largest constraint” on the business but that it is “in advanced discussions with a number of logistics providers to resume access to seaborne markets via neighbouring countries”.

Ferrexpo (#FXPO) – following logistics infrastructure damage, to “lower production for a period of time”