Calls
1
Samit Umatiya
UIG Funds
Win Rate
100.0%
return
+32.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 01
$52.16
+32.9%
VEON trades like a low-growth emerging-market telecom despite owning 84.6% of publicly traded Kyivstar, worth roughly $2.8B and more than half its market cap, plus four frontier-market operators generating about $3.24B of revenue that are effectively valued at only about $2.1B of EV. Management is guiding digital mix from 25% to 50%, targets roughly $900M-$1B of equity free cash flow by 2027/2028, and has a clean balance sheet at about 1.1x net debt/EBITDA. Applying 15x free cash flow to about $1B implies about $15B of equity value, roughly 4x the current price, with value-crystallization events as catalysts.
Telecom Operators
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Samit Umatiya has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: VEON, KYIVSTAR, JAZZCASH.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
