PolePositionInvesting
@PolePosInvest
Value-driven investor focused on Polish stocks & bonds. Based in Switzerland, investing since 2004. Helping foreign investors navigate the Warsaw Stock Exchange
#Synektik $SNT.WA is taking a big step toward splitting into two independent, Warsaw‑listed companies. The new spin‑off, Syn2bio, will house all R&D on next‑generation drug molecules led by its flagship “CardioTracer” for heart perfusion imaging unlocking new financing and grant…
#Sygnity S.A. $SGN.WA announces preliminary consolidated results for the period 1 January–30 June 2025: 📈 Revenue: ~PLN 158.4 million ⚙️ EBITDA: ~PLN 43.7 million 💰 Gross profit: ~PLN 38.2 million 🏆 Net profit: ~PLN 30.6 million Q2/2025 YoY dynamics: Revenue:…
According to #StatisticsPoland, the “Textiles, clothing, footwear” segment posted a remarkable 11.8% year‑on‑year increase in retail sales (constant prices) in June 2025—outpacing most other categories . 👗 E‑commerce momentum continues, with online sales share rising from 21.6%…
Trigon analysts trim $ALL.WA #Ailleron target price to PLN 24, but keeps “Buy” recommendation. Equity analysts at Trigon DM lowered their 12-month target price for Ailleron to PLN 24 from PLN 26, citing a softer global IT-services environment that could delay the planned sale of…
Not every company traded on Warsaw Stock Exchange is domiciled in Poland. Below is list of foreign-registered issuers currently quoted on #WSE. If someone looks for exposure to Ukrainian companies there are 6 options: $AGT.WA, $AST.WA, $CLE.WA $IMC.WA, $MLK.WA, $KSG.WA These are…
Investing is not all roses and rainbows. I wanted to share my personal story about Hydrobudowa Polska S.A. investement. 1️⃣ 2007 euphoria UEFA picks 🇵🇱/🇺🇦 for Euro 2012 football championships. Infrastructure rush is “guaranteed.” I poured some of savings into Hydrobudowa…
Amazing. Congratulations!
Grass, mastered. 🏆 Iga Swiatek is Poland's first Wimbledon singles champion 🇵🇱
Important change in Poland’s public healthcare: since July 1st, reimbursement for endometriosis surgeries has increased significantly - bringing funding closer to real treatment costs. Even before this, robot-assisted procedures were already being performed in public hospitals.…
#EPOL ETF is doing great this year but Polish equity market is still relatively cheap, especially among small- and mid-caps
The top 3 country equity ETFs so far in 2025: 1) Poland $EPOL: +60% 2) Greece $GREK: +56% 3) Spain $EWP: +45% Just like everyone predicted.
$LPP.WA will pay 660PLN dividend per share (~150 EUR) on 31 October 2025. Dividend yield 4.5% based on current share price.
🏋️Strong #Spyrosoft 🇵🇱 analysis. I recommend you reading.
Spyrosoft Poland - Deep Dive 🇵🇱 💡 Market cap - 152 million Euro 📊 Stats - EV/FCF 15, Rev CAGR 3yr 36%, Gross 32%, 81% Insider ownership ⚙️ Operations - Their main operation include IT consulting & software development, The offering is rather simple clients hire them to…