Ukrainian agriculture stocks – the world’s ultimate land bargain?

In April 2022, I published a primer on Ukrainian agriculture stocks. At the time, half a dozen were listed on major European exchanges, including London, Warsaw, Paris, and Frankfurt.My conclusion was straightforward: "It's clear that these Ukrainian agricultural stocks represent tremendous value. Assume, for argument's sake, that all assets other than the land would be worth zero. You'd buy this land at about 10% the valuation of Polish farmland."Nearly four years on, it's time to revisit that thesis.Despi ...