Your regular monitor for interesting event-driven trades and companies
10 years ago I was intrigued by VMD cheapness and growth made some money but moved on as I realized the amount of stocks management was given to themselves as overly generous,.. something to watch
Re Immofinanz, it looks like Petrus Advisers got caught on the wrong foot by the most recent leg down and have either liquidated or substantially reduced their position. https://www.bloomberg.com/news/articles/2024-10-01/activist-investor-petrus-sells-almost-all-its-immofinanz-stake
DM final price subject to downward revision depending on costs incurred by DM.
10 years ago I was intrigued by VMD cheapness and growth made some money but moved on as I realized the amount of stocks management was given to themselves as overly generous,.. something to watch
Re Immofinanz, it looks like Petrus Advisers got caught on the wrong foot by the most recent leg down and have either liquidated or substantially reduced their position. https://www.bloomberg.com/news/articles/2024-10-01/activist-investor-petrus-sells-almost-all-its-immofinanz-stake
DM final price subject to downward revision depending on costs incurred by DM.