Frontier Capitalism

On a mission to promote foreign investment in frontier markets. Overcoming information asymmetry by providing relevant and timely research/commentary.

[Frontier Capitalism @ft_caps]

Grateful to the fine folks @BitcoinMagazine on publishing "The Case for Bitcoin in Pakistan"

🇵🇰has multiple avenues available to participate in the #Bitcoin revolution. A small window of opportunity presents itself. The time to act is now!

https://t.co/IPF0DhAkN5

[Frontier Capitalism @ft_caps]

@muneeb 💯

The Case for Bitcoin in Pakistan 🇵🇰

https://t.co/y7L1Bfu96Y

[Frontier Capitalism @ft_caps]

Who are the web3 experts in Pakistan?

If you know, please tag them in the comments below

🙏

[Frontier Capitalism @ft_caps]

@belalfarooq Agreed! Deleted the P/E tweet to avoid confusion. Appreciate your review

[Frontier Capitalism @ft_caps]

1/25)
A🧵summarizing our investment thesis on Synthetic Products Enterprises Ltd. (@SPELGROUP ) - a publicly listed company on @pakstockexgltd

[Mattias Martinsson @Tundra_CIO]

In #Sweden 76% of the pop >18 yrs own mutual funds (outside the mandatory system where it is 100%). In #Pakistan apx 0.3%. P/BV of KSE is close to post GFC. Hard to find a better time for the youth to start their monthly savings. Great starting base for compound interest.

[Frontier Capitalism @ft_caps]

@sateeshb Great catch!
I look forward to your comments on our future write ups 🤝

[Frontier Capitalism @ft_caps]

@MebFaber https://t.co/XLvnXlEjKC

[Frontier Capitalism @ft_caps]

1/25)
A🧵summarizing our investment thesis on Synthetic Products Enterprises Ltd. (@SPELGROUP ) - a publicly listed company on @pakstockexgltd

[Frontier Capitalism @ft_caps]

25/25 - Price Target

We believe this is a multi-bagger investment opportunity given a 1.5 year time horizon.
A reversion to the mean should result in a 2-3X from current prices. Add to this the benefits of the Karachi expansion and we could have something special on our hands.

[Frontier Capitalism @ft_caps]

24/25 - cont'd

Share price is volatile and can continue to trend downwards in near term.
Pkr devaluation and other inflationary pressures can be passed on to customers, up to a point.
We believe the discounted market price more than compensates the investor for the above risks.