Ukraine reconstruction:
one stock to benefit
(Full access for Members only)
Ukraine reconstruction: one stock to benefit
1 November 2024
The stock featured in this report is one of the most asymmetric opportunities that I have come across in my career.
It's a Ukrainian business, and heavily affected by the war.
The stock is down nearly 90%.
The company, however, is profitable and debt-free – even today.
Its governance is much better than you'd expect, because of a unique twist.
If or when hostilities end and Ukraine achieves a degree of normalisation, the stock will likely become the focus of investor money pushing into the country.
The reconstruction of Ukraine will be a triple-digit billion market opportunity – but opportunities for private investors to get in are scarce.
The stock discussed in this report, however, is easy to trade. It's listed on a major Western stock exchange that anyone with a brokerage account can access.
A normalisation of operations would probably yield 3-4x, and longer term the stock could even achieve 10x.
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