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Gazprom

GAZP position long A. Rama Krishna

Thesis

Gazprom possesses some of the most undervalued energy assets globally, with decent corporate governance and earnings primarily in U.S. dollars. The Russian government's interest in dividends aligns with minority shareholders, making it an attractive investment despite high capital expenditures for new pipelines.

Did it work?

Not yet analyzed

No outcome has been scored for this pitch yet, so there's no verdict to show.