Archive for the ‘Poland’ Category

How Poland Snagged Intel’s Multi-Billion Dollar Investment

Courtesy of Reuters, a look at how Poland snagged Intel’s multi-billion dollar investment: Poland’s third-largest city Wroclaw beat rivals last week to be home to the next multi-billion dollar Intel (INTC.O) chip factory in Europe, with a two-year campaign promising subsidies, infrastructure, talent and a slice of American life. In the face of an unprecedented […]

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Orlen: Is Poland’s Energy Giant A Tool Of The Government?

Courtesy of The Financial Times, an article on Poland’s energy giant, Orlen: Until a few years ago, Daniel Obajtek was the mayor of Pcim, a village whose name gets used in a derogatory way by other Poles to refer to a place in the middle of nowhere.  Now, Obajtek stands at the main crossroads of […]

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Poland: Key To Improving Central and Eastern Europe’s Railway Connections

Via Emerging Europe, a report on why Poland is key to improving Central and Eastern Europe’s railway connections: Russia’s war on Ukraine has brought home the importance of investment in Central and Eastern Europe’s railways. A new hub in Poland could be key to making those investments work. In a study first published in 2018, […]

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Mobius: Look at Turkey, Russia, and Poland

As reported by, Turkish, Russian and Polish stocks are the most attractive in emerging Europe, in the eyes of high-profile emerging markets fund manager Mark Mobius.  As the article noted: “…Turkey would be at the top, then Russia and Poland as the most attractive equity emerging markets in the region,” Mobius, executive chairman of […]

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Eastern Europe’s Pipe(line) Dreams?

Noticed via an Energy Daily article, that Azerbaijan, Poland, Lithuania, Georgia and Ukraine recently signed a deal to build a $700 million pipeline to pump Azerbaijani oil to Poland and the Baltic Sea, a pipeline that could provide Eastern (and ultimately Western) Europe with an alternative to Russian oil imports. “…The new pipeline, to be […]

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Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.