A Capital on X
@ZelenskyyUa @SEPeaceMissions @jaredkushner $KYIV?
NASDAQ
KYIV
12 stories
$3B Market cap · 2026-11-05
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@ZelenskyyUa @SEPeaceMissions @jaredkushner $KYIV?
@DeItaone $KYIV?
Buying $KYIV here. Cheap optionality on a deal imo, and if no deal it should be fine too.
Trump is “jawboning” a peace deal. Cut Ukraine’s Starlink access, unfreeze Russian corporate assets, and suddenly everyone has an incentive to come to the table. A peace agreement would be a double catalyst for $KYIV: removal of the war discount and acceleration of underlying growth…
$KYIV
Rothschild out with a great piece on $KYIV. Such a strong fundamental business hampered by an enormous war discount. Any credible peace deal would not only remove the geopolitical overhang but also accelerate the underlying business through lower costs, reduced capex and significantly higher FCF. A double catalyst: multiple expansion (war discount removal) and fundamental acceleration…
$KYIV < $12 👀
@richtrades100 Yo $KYIV?
I wonder if Russia/Ukraine will come to some sort of agreement soon? 🤷♂️ $KYIV
Working with Belarus? Interesting. $KYIV
“Hey honey, Trump signed a deal with Greenland. I’m going to get ahead of everyone by buying Greenland Energy stock on my Robinhood account. It’s a sure thing!” You absolutely fade this. $GLND is so far from commercial production it’s a joke. Retail will pump it because it has “Greenland” in the name. This isn’t anything like the situation with $KYIV, an established business that has generated hundreds of millions of dollars of FCF, with a potential Ukraine peace deal as additional upside optionality…
$KYIV < $13 is a gift if Jared and Trump are going to push a Russia-Ukraine deal through, especially before the midterms. The equity is basically an option on normalization. It’s a great company, it just trades with a massive “Ukraine discount.”
Companies the stories above are also about, besides KYIV.