I’m thinking GLW might do well post-Ukraine War.
I am beginning to hope Ukraine becomes the new Democratic China for Europe, i.e., re-building an entire economy which is hiding many assets in plain sight, e.g., minerals and rare earth minerals, enough land to sustain all of Europe’s bread boxes, and a whole new infrastructure from internet to new highways, bridges, trains, etc.
All those imports of fossil fuels and minerals from Russia are diminishing to “never buy Russia again” when Ukraine emerges as its own EU/NATO country. All in due time.
Ancient soul-sucking, concrete-ugly, Russian architecture (some of the worst taste in modern times when it comes to trying to design a beautiful building with utility) will be cleared of rubble and I believe new cities (Tier 1s to Tier 3s) will spring up and beacon to Western Europeans as well as new immigrants.
Of the five, maybe $GLW has a decent shot of striking up some big orders. And the others might find some love here and there.
Poland seems to me like a great Eastern European country which will also benefit when Western Democracies and the Russian people kick Putin to the curb. I
learned tonight that Poland is #3 in giving aid to Ukraine. For months I have followed how the Poles are building new military bases for permanent NATO troops. American special forces (both NAVY Seals and Army Paratroopers) have different batallions and brigades training Poles in fighting like the NVA and Vietcong in an urban setting.
Ukraine is the always changing map of how future wars will be fought. All of the nervous Baltic countries are not sleeping through Putin’s growing verbal threats, and you can bet the “annexed” republics which are supposed to show allegiance to Putin are thinking, "We either join the democracies of the West once Putin falls, or, we will continue to be oppressed by the Kakistocrats flying their silly Z flags and armbands.