PERSON DIRECTORY
Samit Umatiya
Samit Umatiya appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
VEON’s 84.6% stake in a listed subsidiary is valued at about $2.8B versus roughly $4.9B of group EV, leaving four growing non-Ukraine markets and digital assets lightly valued.Q1 2026 equity free cash flow was $246M, while digital revenue is about 25% of revenue and management guides to about 50% in four years.Kyivstar’s listing and potential JazzCash monetization could crystallize value, but the 45.5% LetterOne-linked sanctioned stake and Starlink’s rural-network threat remain unresolved.