VEON VEON Ltd

$VEON For the OG gang (2022-2023) here, how much is enough for you? I was originally going to sit and wait for reinstatement of dividends but these paper gains are huge.

$VEON [Part 1] In this post, I want to focus on the initial public offering of one of VEON’s key brands, Beeline. We have seen the power and value creation of IPO’ing one of the sub-brands when Kyivstar went public in August of 2025. VEON emphasized the IPO strategy during their Capital Markets Day in June 2024 (see attachment), so I am hoping for more concrete details at the same event on November 16. The brand that excites me the most is Beeline because of the macroeconomic conditions of its two operating countries, Kazakhstan and Uzbekistan. Although it is great that Jazz and Kyivstar occupy dominant market positions in their respective markets, Pakistan and Ukraine, these countries have terrible marco fundamentals. Pakistan is a huge net energy importer during a time of a global energy shock, while Ukraine suffers from endemic corruption and inefficiencies besides the obvious problem of the war.

$VEON I hope selling half of my stash winds up being the greatest stock regret of my life...haaa.....

$VEON Follow-up: VEON, a telecom and digital operator in five countries whose Sept 23, 2026 6-K set a buyback of 3.9% of shares (2.9M ADSs; ~$200M only at Sept 22's $69.37/ADS), will pay ~$207M for Uzbekistan's Perfectum, including ~$93M of assumed debt. That is ~3.4% of its ~$6.15B market value at $83.2/ADS (16:00 ET, Oct 16, 2026); the ~$114M cash part comes from existing cash, with $968M at HQ on June 30, 2026. In return: 115 MHz of spectrum, ~50% more for Beeline Uzbekistan ($308M FY25 revenue). Approvals are in; closing expected by end-October.

🟢 $VEON $85 CALL 10/16 @ $0.95 🎯🔥 🚀 Short-Term Call Play ⚠️ Manage your risk and secure profits as the trade moves in your favor.

$VEON It is fortuitous timing from about his OG Gang post. I received confirmation from VEON IR today that I will be able to attend the Capital Markets days in-person, so I wanted to return to posting about VEON after a more than two-year break. Upon my return, I first wanted to congratulate everyone from back in the day on the huge gains and also say that I am glad to be back. Now, two comments about the question. First, I don't see too many compelling opportunities elsewhere in the market. Unless you need money to pay for something in the real world like a home improvement, it probably makes sense just to sit tight. My second comment would be that $100 may be a round number to start trimming the position. I believe at that point, we would start reaching full value until capital controls are lifted in Ukraine, and VEON can upstream more than one-million Euros per month to Dubai. Once the financial controls in Ukraine normalize, I would revise the price target upwards.

$VEON · $GCT 🤝 VEON Ltd. announced that its Ukrainian operator Kyivstar will acquire GigaCloud for up to USD 50 million to expand secure, resilient cloud infrastructure for Ukrainian businesses and public institutions.

$VEON Part 3/3. Which brings us back to the IPO of Beeline. In the “Digital Operators” box of the slide in Part 1, VEON indicated that Kar-Tel was ready for an IPO back in 2024. Kar-Tel is the official name of VEON’s subsidiary in Kazakhstan. My hope is that VEON has prepared its Uzbek subsidiary, Unitel LLC, for a potential IPO so that the two entities could be bundled into a single Beeline stock. I believe that Beeline would trade at a premium to the consolidated VEON stock because of the marketability mentioned earlier. As far as a listing goes, I believe that the Astana International Exchange (AIX) may be a good option because it is based on English common law. The local population would know the Beeline brand well as its one of the major operators in the country. However, I still believe that the Nasdaq in New York is the best option because of the deep liquidly of the US capital markets. Emerging markets investors in the US would already be familiar with the VEON story as well.

$VEON 🤝 VEON Ltd. agreed to acquire 100% of Rubicon Wireless, the mobile network operator trading as Perfectum, to strengthen Beeline Uzbekistan’s spectrum and network assets and support 5G and broadband expansion. Curated for market relevance

$VEON 👀🔥 VEON is getting some serious attention right now. Trading around $77.24, sitting close to its 52-week high of $78.83, with 4,193+ watchers and 65 bullish sentiment. I’m watching this one closely for a potential setup. 👀📈 Stay locked in if the setup confirms, I’ll let you know. 🚨 Not financial advice. Trade with a plan and manage your risk.

$VEON people cant afford not to hold it into a weekend with the kind of news flow we are getting out of moscow and washington.