Many investors revised their attitude towards various companies.

And each of them is now trying to answer 2 main questions:

Based on these issues, 5 best companies for purchase were selected in new conditions.

Gazprom

In 2022, Gazprom will not reduce its streams, but on the contrary, it will increase them.

As of March 30, the total balance of the gas in the repositories of Europe - 26% is one of the lowest levels in the history of observations.

To prepare for the heating season, the Europeans will need to increase gas reserves in their storage. And in any case they will increase their supplies from Russia.

The export of Russian gas can achieve a record $ 321 billion in 2022 (33% more than in 2021). Do not forget that gas prices on the spot market rose 5 times in the last year.

Rosneft

Oil and gas condensate for March amounted to 11.01 million barrels per day (against 11.08 in February). In March, it was not observed a decrease in production, which means that the sale of oil and natural gas should not be strongly reduced.

And since the prices are high, then export receipts must be recorded.

Rosneft revenue structure according to geographic areas: Russia brings - 31.4% of revenue, foreign countries - 65.3%, CIS countries - 3.4%.

It is worth noting that China's share in exports is 27%. This supply does not threaten anything, they will only increase.

PhosAgro

The general director of the PhosAgro - Andrei Guriev was included in the new sanction list, so he had to leave his post in order not to subjected to the company with additional sanction pressure.

On March 24, the United States recognized the Russian mineral fertilizers of essential goods along with agricultural products, drugs and medical products - this decision will protect Russian mineral fertilizers from possible sanctions.

Given the growing shortage of fertilizers in Europe against the background of violation of supply logistics from Russia, European countries can resort to similar measures.

Also, in 2022, it is potentially possible to reorient supplies to Asian markets.

And do not forget that Phosagro is the main manufacturer of phosphoric fertilizers of the highest quality, which are well sold at the premium European fertilizer market.

FOSAGRO PRODUCTION Structure according to geographic areas: Russia and CIS countries - 31%, South America - 26%, Europe - 26%, North America - 8%, Africa - 3%, Asia - 6%.

Revenue from North America and Europe is likely to be preserved at the level of 30%.

And given the high global prices for fertilizers, the phosagro in 2022 can show the results even better than in a record 2021.

Norilskel

The company does not yet consider the plan to redirect deliveries to alternative markets, since there are almost no failures from contracts.

And this is understandable, since Russia controls 42% of the palladium market, platinum - 12%, nickel - 9%, copper - 4%.

Norilskel is located in an even more protected situation compared with the RUSAL, since it controls a much larger amount of metals.

That is, it is impossible to remove Nickel from world chains of raw materials.

VC

VKontakte puts new records of user activity - 131 billion voting views and 840 million views of the clips per day. Compared to February, viewing video rose by 28%, and clips - by 125%.

Also, it is worth noting a significant increase in new users and authors of content (4 times more than in February)

Vkontakte became the most popular platform for authors and the number of publications in February and March 2022.

That is, VK becomes the main beneficiary of Instagram and Facebook lock.

That is, we see how the company is actively acting in new conditions, attracting new users and creators of content.

Most of the VK revenue generates advertising - 40.2%. Imagine how much a company can still earn, considering that Instagram does not work and will probably not work YouTube. A huge part of these advertisers can leave in VKontakte.

But do not forget that the proportion of non-residents in VK is 30%, and non-residents cannot be sold now. Accordingly, if at some point they will give them a chance to go out, they can enjoy the company's quotes.

Dynamics

The largest recovery potential still remains at VK, despite its rapid growth.

Gazprom, Rosneft and Norilsk, with high probability will play their drop in 2022.

Today, thanks for your attention!

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