
Jason Voorhees
𝕯𝖝𝕯 𝖈𝖗𝖊𝖜 𝕵𝖊𝖘𝖙𝖊𝖗
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- May 15, 2020
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Ukraine’s construction boom is looking juicy for cement and building companies, with all the rebuildingroads, homesneeding crazy amounts of materials, like 15-16 million tonnes of cement a year. Big dogs like CRH are already throwing down serious money like €465 millionand with the EU tossing in €50 billion
Here’s the thing, though right now this is mostly a playground for the big wallets. Smaller investors will get sidelined since these projects need serious capital like Kingspan’s $300 million campus or ArcelorMittal’s €40 million upgrades. You need be ultra rich even then you gotta dodge risks like ongoing fighting So while it’s a hot opportunity, it’s kinda locked to the rich or institutional players for now.
Here’s the thing, though right now this is mostly a playground for the big wallets. Smaller investors will get sidelined since these projects need serious capital like Kingspan’s $300 million campus or ArcelorMittal’s €40 million upgrades. You need be ultra rich even then you gotta dodge risks like ongoing fighting So while it’s a hot opportunity, it’s kinda locked to the rich or institutional players for now.