Great post! I am also interested in PL companies - you could take a look at Grodno SA.
They are also a distributor. They are riding the renewable wave as a distributor of PV and heat pumps, management has skin in the game. There a good writeup @alexander elliasons Substack.
Thanks for the posting! I also hold TIM, having discovered it from the same source. Other Polish stocks I hold are Grupa Kety and Livechat. The former makes aluminium profiles for construction and aluminium packaging. There’s headwinds from energy prices but then construction should be in demand from the need to build more housing. Polish construction companies could be also in a good position to take part in the eventual rebuild of Ukraine. The latter one makes chat apps for web pages. They are more expensive valued but have been growing, while paying dividends. So they don’t have to invest as much into customer acquisition and have been able to sell more to existing customers. I believe the product is very sticky.
Spyrosoft is another rocket ;)
Great post! I am also interested in PL companies - you could take a look at Grodno SA.
They are also a distributor. They are riding the renewable wave as a distributor of PV and heat pumps, management has skin in the game. There a good writeup @alexander elliasons Substack.
Thanks for the posting! I also hold TIM, having discovered it from the same source. Other Polish stocks I hold are Grupa Kety and Livechat. The former makes aluminium profiles for construction and aluminium packaging. There’s headwinds from energy prices but then construction should be in demand from the need to build more housing. Polish construction companies could be also in a good position to take part in the eventual rebuild of Ukraine. The latter one makes chat apps for web pages. They are more expensive valued but have been growing, while paying dividends. So they don’t have to invest as much into customer acquisition and have been able to sell more to existing customers. I believe the product is very sticky.