Official Ubisoft Being Pressured Into Going Private As Share Price Drop

Absalon

Seasoned
Staff member
In light of these circumstances, AJ Investments, a hedge fund that is increasing its ownership of Ubisoft, has publicly advised the company to go private.

The investor believes Ubisoft’s shares are currently undervalued and should be worth between €40 and €45 each. In a letter to Ubisoft’s management, AJ Investments voiced worries about the company’s future and criticized its current leaders.
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The hedge fund claims Ubisoft’s leaders are too focused on short-term profits, neglecting long-term planning. The investor argues that this focus harms both shareholders and the quality of the gaming experience Ubisoft provides.

 
Ubisoft is in a weird spot where they release more new IPs than their competitors. They seem eager to try new things, but many of their games end up feeling too similar. They need to overhaul their formula and innovate more with their open-world games.
 
their peak was 100 euros per share in 2018. now standing at under 14 euros per share.that's such a major fuckup. like insanely bad.They might go under 1B valuation in the next 5 years. wouldn't surprise me if someone bought them.
 
“Optimize staffing levels to be more comparable to industry leaders” oh boy that’s a lot of fancy words for “fire people and overwork the remaining staff”
 
I’ve never understood why they don’t do more with the Tom Clancy games. Where’s Rainbow Six, Splinter Cell, and Ghost Recon? These franchises were once huge, but now they seem almost forgotten or completely different from what they used to be.