Gazprom: more than ever a long-term buy?
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Gazprom – massive dividends and value catalysts galore
27 March 2020
There is a short-term perspective on Gazprom, and then there is its longer-term potential.
In the more immediate future, investors who buy now can expect significant dividends. The most up-to-date estimates make for an estimated 2021/22 dividend yield of 12.6% and 17.8%, respectively. This is possible because the company has the world's lowest production costs for gas. Even if energy prices remained under pressure, Gazprom will continue to earn billions of dollars each year.
Looking a few years into the future, there are ten exciting aspects to consider, including:
- Potential IPOs of subsidiaries.
- The sale of non-core assets, which could yield billions of extra cash.
- China becoming as large a Gazprom client as Germany.
There is a lot that the wider investing public does not currently have on its radar.
Would you have known that from 2020 onwards, the bonuses of Gazprom's management team also depend on the stock price performance?
Gazprom stock is currently trading at a price that does not even cover the value of the company's pipeline network – and all other assets are effectively thrown in for free.
What readers said about this report
I'm actually familiar with your (excellent) work. I remember reading your work on Gazprom a few years ago. We even bought Gazprom back then for ourselves and also to some clients. We are holding tight to those stocks, it's still probably the cheapest large-cap stock in the world. So, thank you for that!
It looks like Gazprom is finally going up. Another one I will continue accumulating because it is still dirt cheap.
I've subscribed a while ago and plan to resubscribe soon, but a few of your tips have netted me quite a decent sum, especially good old Gazprom. 🙂
Great email today on Gazprom, couldn't agree more on its bright future! In addition to everything else they have going on, I think their Amur plants helium production could be another massive boost that is currently not priced into its business once it comes online. The infrastructure Gazprom is currently building is just of phenomenal scale! Thankfully Russia's quick actions were able to avert the plans for a war in the Donbass - though it means the expected 'Russia is evil' crash of Russia's stocks I was expecting won't eventuate yet.
It is really great that you were right on point with the Porsche AG and Gazprom shares!
Regardless of whether it's Twitter, Porsche, Gazprom or (company name hidden by Undervalued-Shares.com), your reports are really great and regularly get me in front of the wave.
Thanks for the recent updates, especial on Gazprom my first and so far most succesful investement.
And thanks again for all your great investigative-style analyses. I've been riding with you on (company name hidden by Undervalued-Shares.com) and Gazprom too – I missed the first Gazprom window (though that's how I found you) but bought a bit in early Q4. I also took a small (company name hidden by Undervalued-Shares.com) stake in 2019, then your insights and corroboration on it through the crisis helped me meaningfully increase the position near the lows last year. So thank you!!
I’m always happy to get news from Undervalued Shares, because it always opens up new horizons. It's not like I jump on it every time and buy straight away (e.g. not (company name hidden by Undervalued-Shares.com)), but things like (company name hidden by Undervalued-Shares.com), Gazprom, Twitter or Just Eat are also mega-interesting from a content point of view and of course convey a depth of information that one would normally never get without very deep research. Keep it up!
I opened a small position for Gazprom when it was lower than you initial analysis and are up 3 times more than your newsletter costs yearly.
Anders B. I.
Saw you first when you analyzed gazprom with Sven Carlin - liked it alot. After being value investing for 3 years, Swen Lorenz is one of my go-to private investment analysers.
I really enjoyed your report on Gazprom. I thought it was inspired.
I have read your report on Gazprom with interest. There are indeed interesting ideas.
I've already had Gazprom in my portfolio and will continue to buy. However, I've only just come across IAG and Porsche because of your work and would like to thank you for it.
So far, I've implemented four of your investment ideas myself. I have since sold Gazprom and (company name hidden by Undervalued-Shares.com). Those were great trades!
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