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.

Not a Member yet? Sign up for a Membership - just USD 49/year.
Already a Member? Log into your account to download the report.