Melki Vatansever

Great timing as usual 😂 Anyway, if it stays low - I'll buy just more

Bought more $RYSAS after some calculation regarding my cash positions. Will 100% participate in Capital increase and funding is also ready. Hopefully, there will be an approval soon.

Let go of the outcomes. The outcomes isn't where the success is. It's enjoying the process. Enjoy how you got there not whether or not you arrived. Do you love your outcomes, you've already arrived. Love the path not necessarily the destination. The success is the journey.

Bought more $RYSAS while keeping enough cash in CHF for the capital increase.

@Fuertner @bergfahrten Türkei 100%

Investierst du in die Emerging Markets? 🤔 #Aktien #Boerse

“While spacewalking I realized something, I used to think I was scared of heights but now I know I was just scared of gravity.” ― Artemis II Astronaut Reid Wiseman

@LunchInvesting Thanks👍 - Good to know, so there is not really long time to prepare the cash position as soon as it is approved.

@Hermikus I think it's less than a month but I'm not 100% sure. I don't think it'd be longer though.

Bought more $RYSAS. Still had cash lying around while waiting for the SPK approval. @LunchInvesting Do you know how much time we get after the approval for the application.

Part 1 of my new analysis on Patreon: patreon.com/posts/turkish-…

@LunchInvesting bullshit earnings ;)

I see a Turkish company making data center investments and analysts are celebrating the EBITDA boost. Sure, EBITDA will look great. Wait until depreciation kicks in and you'll remember what EBITDA really stands for: Earnings Before I Tricked Dumb Analysts.

@LunchInvesting @meetshahms Perfect thanks!

@Hermikus @meetshahms Likely around Q1 2026. I'll make a post when we have the dates.

🚨#RYGYO raise📊 100% bonus + 50% rights issue at ₺1/share Current capital: ₺2B → New: ₺5B Bonus: 1 free share for every 1 held Rights: 1 new share for every 2 held at ₺1 Cash raised: ₺1B to help finance Tuzla Aydınlı logistics land (bought for ₺2B). Egemen Döven will buy any unsold shares.

@LunchInvesting @meetshahms Need to start saving. Do you know usually how long it takes for approval + execution? worst case I would sell some other positions but rather avoid it

@meetshahms No dates yet. SPK approval needs to come first.

#RYSAS Capital Increase📊 100% rights offering at ₺1/share (same as 2023) Current capital: ₺2B → New: ₺4B Ratio: 1 new share for every 1 held Fund allocation: 50% Bond redemption (Feb 2026) 25% Real estate (parking facilities) 15% Fleet expansion (60 vehicles) 10% Working capital

#Rysas & #Rygyo #Reysaş Reysaş SERA son teknoloji Tarım 🫶

Bought more #RYSAS. Continuing to accumulate

I think price targets belong in the funny pages of the local gazette, but Deniz thinks #AGESA has another 50% run over the next 12 months. I wouldn’t mind the price staying low so they can turn that buyback machine back on, but their discipline in not repurchasing shares unless there is a discount to intrinsic value is much preferred. I think shareholders will be very pleased with their 2026 dividend

@LunchInvesting I wouldn‘t clone it either tbh. At least I can‘t clearly see where the additional growth would come from to justify the current val. I‘d rather buy more other cheap titles

Mohnish Pabrai has made a new investment in Türkiye. After Friday's close, we got a KAP notification that his funds' ownership of #GMTAS exceeded 5%. The stock hit the daily limit (+10%) in both of the two trading days that followed, up 20% in total. YTD performance is +220%. I think it was a great idea at the beginning of the year, but the current valuation doesn't look attractive anymore. I won't be cloning this one, but curious to watch what happens. Note: Please do your own research before investing. First rule of cloning is conviction.

Just bought more $RYSAS