Comments on Fund My Mutual Fund: Mechel (MTL) Could Raise $2 Billion in Private Pla...

Quote by the CFO, but may as well disregard, didn'...

2008-06-20T20:03:00.000-04:00

Quote by the CFO, but may as well disregard, didn't notice the article was from 12/07.

Timeline could easily have changed, then again, valuation probably has too.

Could you use tinyurl.com and post a link?Thanks.

2008-06-20T11:59:00.000-04:00

Could you use tinyurl.com and post a link?

Thanks.

FWIW, as per the St.Pete Times, decision on a spin...

2008-06-20T11:55:00.000-04:00

FWIW, as per the St.Pete Times, decision on a spin-off will be made mid-2008, assets estimated value between US$6-10B, so roughly 30-50%of current market cap.

hrs,totally unknowable.in theory if you issue more...

2008-06-20T09:35:00.000-04:00

hrs,
totally unknowable.

in theory if you issue more stock you are diluted and the stock should be down to some degree. But many natural gas and solar stocks have been issuing equity left and right and their stocks just rocket upward.

Its really about the mood, the sector, the demand, the roadshow, everything put together. Good companies in good sectors generally just keep marching along.

what impact on the share price do you expect from ...

2008-06-20T07:17:00.000-04:00

what impact on the share price do you expect from the placement of the perferred?

I'll check Mr. Zyuzin's KGB connections ;)BP is a ...

2008-06-19T18:25:00.000-04:00

I'll check Mr. Zyuzin's KGB connections ;)

BP is a foreign company so they could care less. Even in Russia you have to be the 'right Russian' - if you are the wrong one you are tossed in jail and they take away your company. If you are the right one, you have wealth beyond your riches, own soccer clubs in Europe - have homes in CT, USA, London and Dubai. Life is good. All based on party affiliation ;)

From what MTL is acquiring hand over fist it appears this is the right kind of Russian - hopefully he doesn't fall out of favor :)

Don't ignore the risk, though. The BP/Russia part...

2008-06-19T18:02:00.000-04:00

Don't ignore the risk, though. The BP/Russia partnership is but one object lesson in what happens when the Kremlin changes its mind. There are several oligarchs that rue the day the decided to buck the government there as well.