Any Thoughts on Investment Possibilities in Eastern Europe?

T

Trevor Phillips

So I came across this cool company named Global Auto Trade Group (GATG) that is about to step into international markets. They have a chain of ‘’one-stop-shop’’ services all around Moldova (it is a Moldovan company) and from what I managed to find on them, they’re considered to be among the best out there. They repair cars and occasionally sell spare parts and accessories. So here’s what I think:

- These guys already have a strong position with a substantial market share which makes them good in my book.

- More-than-average customer base of over 20.000 clients (as they claim). Some of them are corporate and government clients.

- They are planning to pay dividends 6-10%

Any thoughts on this one? Any other Eastern Europe companies that you think might be a good idea to invest into?
 
Trevor Phillips said:
So I came across this cool company named Global Auto Trade Group (GATG) that is about to step into international markets. They have a chain of ‘’one-stop-shop’’ services all around Moldova (it is a Moldovan company) and from what I managed to find on them, they’re considered to be among the best out there. They repair cars and occasionally sell spare parts and accessories. So here’s what I think:

- These guys already have a strong position with a substantial market share which makes them good in my book.

- More-than-average customer base of over 20.000 clients (as they claim). Some of them are corporate and government clients.

- They are planning to pay dividends 6-10%

Any thoughts on this one? Any other Eastern Europe companies that you think might be a good idea to invest into?
More...

Anytime you mention Eastern Europe the first thing that comes to mind is scam, though some of these Eastern European countries are EU members their internal regulators are not as strict as a Western European nations eg Cyprus and the binary options scam.

http://www.elitetrader.com/et/index...ary-options-scam-exposed.299610/#post-4277371
 
Trevor Phillips said:
So I came across this cool company named Global Auto Trade Group (GATG) that is about to step into international markets. They have a chain of ‘’one-stop-shop’’ services all around Moldova (it is a Moldovan company) and from what I managed to find on them, they’re considered to be among the best out there. They repair cars and occasionally sell spare parts and accessories. So here’s what I think:

- These guys already have a strong position with a substantial market share which makes them good in my book.

- More-than-average customer base of over 20.000 clients (as they claim). Some of them are corporate and government clients.

- They are planning to pay dividends 6-10%

Any thoughts on this one? Any other Eastern Europe companies that you think might be a good idea to invest into?
More...
i think they have been delisted
 
Moldova is a high risk country with little concern for law, they might join Russia and it's anyone's guess what can happen then - 6% divs are low.
I'd rather look into countries like Poland, Slovakia and Hungary - they're fairly well regulated, stable and the potential for growth is still there (although smaller).
 
Trevor Phillips said:
Any Thoughts on Investment Possibilities in Eastern Europe?
More...
Trevor Phillips said:
Any other Eastern Europe companies that you think might be a good idea to invest into?
More...


No specific company in mind, but real estate development in Romania, if you can find a well-established, well-funded, solid-looking European property company (I'm told there are several, now) planning development projects there, either on the coast or in the winter sports regions, could be worth looking at.

Land and development costs are both way below the EU averages, in Romania, but there are secure and growing markets for both summer-resort and winter-sports homes, both for owner-occupancy and buy-to-let.

(I happen to know that there are several Russian "oligarch types" now living in Switzerland who are currently investing in Romanian real estate development projects. I suspect that the same may be true of Montenegro, too - but both land and development costs there, in upmarket/coastal/lakeside areas anyway, are going to be higher.)
 
Xela said:
No specific company in mind, but real estate development in Romania, if you can find a well-established, well-funded, solid-looking European property company (I'm told there are several, now) planning development projects there, either on the coast or in the winter sports regions, could be worth looking at.

Land and development costs are both way below the EU averages, in Romania, but there are secure and growing markets for both summer-resort and winter-sports homes, both for owner-occupancy and buy-to-let.

(I happen to know that there are several Russian "oligarch types" now living in Switzerland who are currently investing in Romanian real estate development projects. I suspect that the same may be true of Montenegro, too - but both land and development costs there, in upmarket/coastal/lakeside areas anyway, are going to be higher.)
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it is maybe a little late for montenegro. i know expatriates who were investing in real estate there 10 years+ ago. it is also a very small country. if you are serious and need a real estate connection PM me.
 
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