Reading more about the investor, I don't get the feeling he gives a shit about Ubisoft, I think he just wants a quick payday, Lol. It's weird to see him talk all kinds of shit about Yves and Tencent in the letter but also say Ubisoft should go private with Tencent as a significant shareholder...He only started acquiring shares in 2023 as well...I've a feeling he wants to sell his shares at a premium to an acquirer.
Yves made moves to stop this exact scenario from happening again, with Tencent, I don't see Ubisoft going private without Tencent being a significant shareholder like the guy wants, in effect Tencent will own Ubisoft, but then Tencent would probably still keep Yves on as CEO. Who else is going to challenge Tencent for the company? Unless French law will block Tencent from acquiring Ubisoft but I doubt it.
The investor *probably* needs Tencent on their side, Lol.
Last edited by Ryuu96 - on 17 September 2024
