OHB – How the “Secret” German SpaceX Made 15x
German aerospace firm OHB SE, once a tiny hydraulics shop in Bremen, has become Europe’s leading space‑systems supplier. After a rocky IPO in 2000 and a 2023 KKR tender at €44 ($48) per share, the stock has rocketed 15× to €562 ($618) amid SpaceX IPO hype. OHB now reports a €3.3bn ($3.6bn) order book, 45% YoY growth, and profit margins rising to 6%. The company is preparing a new public listing with Goldman Sachs, Deutsche Bank and J.P. Morgan advising.
Solidcore – Good for yet Another 3x?
Solidcore, the former Polymetal International, has shed its Russian assets for $3.7 bn and refocused on Kazakh gold mines, producing about 500,000 ounces annually. The company now trades at roughly 1.8× 2026 EV/EBITDA, a 60% discount to comparable emerging‑market miners, and...
Andersen Group – a Beneficiary of Bureaucracy and Box-Ticking Culture
Andersen Group, a boutique tax and financial advisory firm, went public in December 2025, raising $176 million and pricing its shares at $16. Since the IPO, the stock has more than doubled to $34, driven by strong client retention, cross‑selling opportunities,...
Raiffeisen Bank International – the Ukraine Proxy Still on Sale
Raiffeisen Bank International (RBI), a Vienna‑listed bank with a market cap of roughly $15.4 bn, has seen its share price climb from about $13 in 2023 to $52 this week. Despite exposure to Russia and governance concerns, the stock trades at...
Ukraine – Invest Now Rather than Later
Ukraine’s war‑torn economy, valued around $400 bn, is poised for a massive $800 bn capital influx that could double its size. Investors can tap high‑yield opportunities such as 22%+ gross returns from Kyiv real estate, 10× upside in blue‑chip stocks, and a...
Ukrainian Agriculture Stocks – the World’s Ultimate Land Bargain?
Four years after a 2022 primer warned that Ukrainian farmland was priced at just 10% of Polish values, the sector has proved remarkably resilient despite the ongoing war. The London‑listed agribusiness MHP SE has doubled its share price, posted a...
Uzbekistan Is Gathering Pace – What to Look at Now
Uzbekistan is attracting renewed investor interest thanks to its rapid demographic expansion and a wave of financial reforms. The country’s fertility rate of 3.5 children per woman fuels a yearly population gain of 700,000, creating a large, educated consumer base....
Burford Capital – Back From the Dead?
Burford Capital, the world’s largest litigation‑finance firm, presented a refreshed investment case at an online conference, highlighting its expanding portfolio and a strategic shift beyond the high‑profile YPF dispute. While the YPF claim—still pending collection—has driven past volatility, the company...