Media and Games Invest WKN: A3D3A1 ISIN: SE0018538068 Kürzel: VRV Forum: Aktien User: SuperCrap
Thank you for reaching out. We completely understand the frustration caused by recent share price movements and want to address your questions directly. First and foremost, we want to emphasize that there is no negative news or company-specific event driving the recent share price decline. However, here some comments on the current situation: No Negative News: There is no company-specific news or events causing the recent share price pressure. Our operational performance and outlook remain strong. Trading Activity: While the exact cause of the current trading patterns is unclear, there could be many contributing factors. I) It can partially be explained by profit-taking after a year of strong share price gains. II) In general, high beta stocks, particularly cyclical small caps, have been hit by the spike in yields, notably in the10 yr US treasury bond since the end of November. III) To date we find no evidence of attributable short selling by any single fund or a number of funds. However, there is some data indicating that the sell-off may be partly due to algorithms that are triggering the selling of small cap tech cyclical stocks like Verve, which are sensitive to rising yields, inflation and reduced expectations of US interest rate cuts, resulting in cyclical small cap stocks with very strong share price performance in 2024 (like Verve) being vulnerable to trading down. IV) Lastly, the unusually high trading volumes over the past week may also imply that one or a few investors are selling down a large number of shares very aggressively without informing the company of their interest in selling. Thus far we have no evidence to support or disprove this. We would like to point out that the recent share price performance is not a reflection of the company’s fundamentals or its outlook, which remains unchanged and very strong. Major Shareholders: At the moment we have no information about any major shareholders driving the recent sell-off. While Sterling Strategic Value Fund has sold parts of its position in recent quarters in a market-friendly manner (sold ~500k shares in December, now owning ~6m shares), we have no indication that they changed their behaviour and are involved in the current aggressive selling. Handling Sales: While block trades/bookbuilding can mitigate market impacts, we are not always involved in shareholder sales decisions. We remain in close contact with all investors known to us in order to maintain constructive relationships and assess the market situation. Transparency: Just to confirm, we adhere strictly to fair disclosure practices. All relevant information is shared simultaneously with all market participants, ensuring no selective access. We truly value your trust and investment in the company. Please know that we remain focused on delivering long-term value for all shareholders. Even though, as we see also now, there will be temporary fluctuations in our share price. Thank you for your understanding and patience. Kind regards,
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Thema | ||
|---|---|---|---|
| 1 | Plug Power ohne Spam | +15,41 % | |
| 2 | PLUG POWER Hauptdiskussion | +15,41 % | |
| 3 | Arista Networks nach dem Split | +1,71 % | |
| 4 | CAMECO Hauptdiskussion | +2,46 % | |
| 5 | NEL ASA Hauptdiskussion | +3,60 % | |
| 6 | DEUTSCHE POST Hauptdiskussion | +0,07 % | |
| 7 | Beyond Meat Hauptdiskussion | +39,73 % | |
| 8 | Gorilla | +17,08 % | |
| 9 | Brainchip Klassengruppe | -7,38 % | |
| 10 | SIVERS IMA HLDG Hauptdiskussion | +42,08 % | Alle Diskussionen |