RUSALに関するコメント

$RUSAL(00486.HK)$ o.k. I get it now. They just don't have access to enough alumina so at least some of the aluminum production will likely have to be shut at some point in time. They'll be lucky to be operating at breakeven on aluminum 2nd half of year although I imagine Norilsk Nickel will be o.k. Share price seems reasonable all things considered as war will end someday.
https://www.reuters.com/markets/europe/production-costs-soar-rusal-due-russia-ukraine-conflict-2022-08-12/...

$RUSAL(00486.HK)$ Yes, profits are going to decline as nickel and aluminum prices have declined but still pretty good value if one has the stomach for the geopolitical risk.

$RUSAL(00486.HK)$ Starting to look like Russia is going to keep fighting in Ukraine. Sanctions won't be going away anytime soon. Hope I'm wrong.

$RUSAL(00486.HK)$ Really wanted to buy shares a couple of weeks ago with aluminum prices taking off but just couldn't part with other positions I liked. Should have made the move; oh well.

$中国アルミ(02600.HK)$ $RUSAL(00486.HK)$ The non-ferrous metals sector in Hong Kong stocks continued to rise in the afternoon, with Chalco up nearly 9%, Rusal up nearly 8%, and Zijin Mining up nearly 4%

$RUSAL(00486.HK)$ It is estimated that aluminum prices will rise, Goldman Sachs will include Rusal in the CEEMEA focus list.