Goltsblat Capital
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Analysis, commentary. Market events and investments.

We are an investment advisor for UHWNIs and corporates.

-Financial consulting
-Account opening
-Position Transfers
-Complex cases
www.goltsblatcapital.com

Get in touch: @goltsblat
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SBERBANK
Dividends

https://investinfo.pro/view?id=69847&market=mmvb

Sberbank has announced official procedure for collecting unpaid dividends.
Railroads were the NVDA of the 1900s, US is by far the king of tech…
You can now use your Type C cash to buy AAPLes, sort of…

Russian Government has announced the asset exchange program.

Non residents can use their type C RUB to buy shares of non-Russian companies from Russian residents.

The tender is limited to RUB 100,000 per person selling.

After the purchase I would imagine the international buyers would need a licence from Belgium to unblock the non-Russian shares.

Submission deadline 8th of May
Settlement 29th of July

In my opinion we will see a limited turn out unless Belgian regulator will get on board.

I doubt they will have a decision ready by the 8th of May, but we will see.
Goltsblat Capital pinned «You can now use your Type C cash to buy AAPLes, sort of… Russian Government has announced the asset exchange program. Non residents can use their type C RUB to buy shares of non-Russian companies from Russian residents. The tender is limited to RUB 100…»
There is now a way to claim unpaid dividends to be paid in Russia directly.
Ренессанс Брокер, являясь действующим торговым членом казахской биржи AIX, также выступает уполномоченным брокером по обмену акций POLY из НРД в AIX.

Если у вас есть акции POLY с хранением в НРД и вы планируете их обменять на бумаги с хранением в AIX - обращайтесь.

Свежий FAQ от компании и небольшое мемо по обмену от нас в приложении. 
https://www.polymetalinternational.com/ru/share-exchange/ - больше информации на сайте эмитента
GM!

Russian CBR has blocked all Russian issued Eurobonds that were purchased after the first of march and had an unfriendly link in the ownership chain.

Exceptions are for buyers on electronic venues up to 28th of March.

Such bonds can not be exchanged or sold.

Coupon payments are under question, but it is possible they will become segregated as well.

Russian sovereign bonds/eurobonds are omitted from the legislation.
In a slightly unusual fashion

Villa Near St Tropez for sale
Overlooking Golfe de Saint-Tropez
1.2ha
1200m2
EUR 13.5m
PM for details
Thinking if this market correction will stick? I have an answer for you:
Looking to buy a Fund/SPV with Russian equities at a discount to MOEX.
Goltsblat Capital pinned «Looking to buy a Fund/SPV with Russian equities at a discount to MOEX.»
BA Q1
Revenue 16.57 vs 16.4 cons
EPS -0.56/-1.13 non GAAP vs -1.76 cons
Total company backlog grew to $529 billion, including over 5,600 commercial airplanes

Mildly +ve
BA +3.2% on pre-market