We can properly evaluate the opportunities in publicly traded companies that offer attractive return. Thanks to our unique strategy and excellent know-how we have achieved the above-standard yields, ie by selecting these successful projects.
O2 Czech republic
We took advantage of the growth potential of O2 Czech republic shares and the interesting dividend policy of this stock title. Together with the company shares return to the international MSCI index resulted in the renewed increase of the share price allowing us to exit from the project successfully.
We invested in refinery Unipetrol when the market had not yet properly appreciated its positive development. The shares were compressed to an extremely low level due to illegible strategy of a majority shareholder and also as a result of an accident in the industrial area Záluží. However, Unipetrol benefited from high refining and petrochemical margins, also due to a great insurance contract which covered the repair of damaged technologies and loss of profit. Therefore, the company could report record profits. Moreover, company had very strong balance sheet without any debt and with a surplus cash. The reopening of the damaged ethylene unit and the approval of the dividend had a great impact on the increase of the share price, which was crowned by a voluntary takeover bid made by a majority shareholder.