$SBER up 19x if depositary receipts were purchased <50c and converted plus incoming 200% dividend yield. A little outperformance over 12 months Vs peers group in Europe & US. Another successful #asymmetric theme in play.
https://twitter.com/lisaabramowicz1/status/1637738352962158594
Who would have thought the globally best investment theme over the last 12 months would be #Russianstocks (purchased in crashed DRs) that 83% of the world pop didn't sanction?
Note the buy valuations (using 3yr trailing pre-war averages):
Dividend yields > 100%
PE < 0.7x
Note the buy valuations (using 3yr trailing pre-war averages):
Dividend yields > 100%
PE < 0.7x
Entry on these sorts of multiples with future growth applied has always provided 10-20x returns over 5 years on cycle bottom deployment for a theme.
$100k placed into #Russian DRs in the 1st week of March 2022 and converted will be worth $0.8-2.0m through 2026.
$SBER fresh recovery high yesterday, moving to 250 as incoming dividend of 25 is approved, 10% dividend yield?
250 equates to 25x return for those who entered below 50c on the Depositary Receipts.
400 through 2026 = 41x return excluding dividends.
#Russianstocks
#cyclebottom
250 equates to 25x return for those who entered below 50c on the Depositary Receipts.
400 through 2026 = 41x return excluding dividends.
#Russianstocks
#cyclebottom
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