Albert Rokicki 11.04.2026

◔ Pending

"Guidance, meaning such a forecast for the entire year 2026, is revenues in RMB 600 million plus 18% year-over-year. "

Comparic Rynki 11.04.2026

◔ Pending

"Merc wants to reach 3.5% of GDP for defense by 2029. This would mean about 162 billion euros annually. "

Comparic Rynki 10.04.2026

◔ Pending

"This means that gold will end the year higher than it is now. That's my assumption. But this assumption is based on Kevin Warsh or another Trump nominee, very keen on cutting rates, taking the Fed chair, and the dollar weakening. "

Comparic Rynki 10.04.2026

◔ Pending

"I would put the probability at 9090-something percent that something will happen before the November elections. Not that the US will invade Cuba. No, no, that would be an exaggeration. But in some way, Trump will announce that he is taking supervision over Cuba and that there will be massive investments, that the system will change and so on, and I am almost certain. Well, almost certain. I could bet that it will happen. "

Albert Rokicki 07.04.2026

◔ Pending

"I would say that everything will return to normal only towards the end of the year. Despite strategic reserves being sold off, but not all at once. They are not dumped all at once, right? Only these 400 million barrels are released with some frequency every week. I know that OPEC is also considering increasing production, at least, but this smells like overcoming this peak, and only the next peak may correspond with a bottom in America, right? One also needs to prepare for such a scenario, because it no longer has anything to do with whether there will be peace or not. Of course, it would be better if there was peace, but there may be a situation where there is a ceasefire, for a moment there will be a downward correction, and then up again, because smart analysts will appear who will say: "Hold on, hold on, but this is a more lasting problem that we will be fixing at least until the end of the year." "

Albert Rokicki 07.04.2026

◔ Pending

"A good company in my opinion, and the market will appreciate it when there is registration, when the factory starts. In mid-next year there will be a final audit of GIFU, the Chief Pharmaceutical Inspectorate, also pharmaceutical. Production should start late 2028/early 2029. Well, we will probably be in a different place. That's how I foresee it. The first innovative Polish drug, not biosimilar like Mabion tried. Or Polpharma succeeded, right? In the United States, Polpharma even sells a biosimilar, that the patent expired and they made a cheaper copy. No, this is an innovative drug. Most likely for the first time a Polish company. Even the management said it's certain, that they are sure of it. The only question is when, right, that there might be some delays, but that they will get it based on these studies, that's certain, right? And they are convinced of it. "

Albert Rokicki 07.04.2026

◔ Pending

"WB Electronics will also enter this year, at the end of the year. Well, it will be, I don't know, a valuation of 30 billion, it will immediately enter WIG20. This entity should also pull WIG20 up automatically. So, this generational bull market should be continued thanks to WB Electronics. "

Albert Rokicki 31.03.2026

◔ Pending

"But they have been spoiled. Listen, let's not be surprised that, for example, in 20 years, say, some Romania will overtake us, Bulgaria, who else can be nominated from such unusual countries, perhaps even Ukraine, because the war will be over and they will have such ambition, such a maniacal drive, to catch up with Poland, to catch up with the West, and then they will be technological leaders, because we will become fat cats. This is natural. This is, you know, an old rule of the world, that companies, meaning countries, get rich, and then they become lazy, they don't want to do anything. "