Ubisoft market value dropped after launch.

[Seinekar]

As i see too much controversy about the game performing on the market (number of "players" or "sales" or "concurrent players" on steam and such) I´d like to point a hard fact.

Since the launch moment, Ubisoft value market, instead of getting up, as gone slighty down.

Isn´t a catastrophic fall and its still soon, but to say the least, it means that investors seems skeptical about the game´s performance on its first 24 hours. And they may know the data public lacks.

So I suggest anyone interesed on checking to just google "Ubisoft value" and check how its doing. Its a undeniable data wich says more than anything else about the performance of Ubisoft, and its evidently and closely related to how their products performs in terms of benefit.

Note that a game being a financial success or failure doesn´t exactly mean its enjoyable or not, thats not my point at all. Only speaking of the economic and market aspects here.

[donut32]

with a tanking share price i am guessing "the message" isnt being received, but a different message is being delivered by shareholders

[Argon]

It's already at rock bottom, probably won't get much lower. People are still expecting Tencent to buy it.

[Seinekar]

Originally posted by Argon:

It's already at rock bottom, probably won't get much lower. People are still expecting Tencent to buy it.

Probably. Still a somehow wild "theory":

Ofc low market value make it interesting for Tencent or anyone to "buy" Ubisoft. But at the same time, since Ubisoft is not in hands of many small actionist but mostly a single family, they would be reluctant to sell, compared to if the game performed well and Ubisoft got a higher value. -I stand corrected, thx @Nobody Cares

I mean, if Ubi owners really considered to sell Ubi, it would be wise to wait the launch to see if the value got higher so they could sell at a higher price.

Since that didn´t happen, they could consider just to "hold" because "its not worth to sell at that price".

And, if they do, the reading for me would be somewhat terrible, it would mean they sell at a very low point because they consider there is already no way they would ever even "regain" part of its lost value.

As example, in the last year ubisoft lost 36% of its value. It reached a peak around 23 dollars, (today its at around 12)

If we go back 5 years, it lost almost 80% its value (from around 60 dollars) with its peak being almost at 100 dollars on 2018.

[Nobody Cares]

Here is list of top shareholders of Ubi, Guillemots don't own majority so if any other shareholder will decide to sell their shares to tencent then tencent will be the biggest one.
Guillemot Brothers S.A. - 13.34%
Tencent Holdings Limited - 9.73%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments - 6.14%
Fidelity International Ltd - 5.71%
Merrill Lynch & Co. Inc., Banking Investments - 5.49%
Capital Research and Management Company - 5.25%
T. Rowe Price Group, Inc. - 4.98%
UBI Soft Entertainment SA, ESOP - 4.78%
Morgan Stanley, Investment Banking and Brokerage Investments - 4.30%
HSBC Global Asset Management (UK) Limited - 4.25%

There was slow raise since 14/2 but all gains were negated. I would not be surprised that some investors were trying to short it which could explain the raises which happened. And of course hostile takeover is also an option for a future of ubi. Anyway so far I lost 6.33% of my investment but I did this one just for fun.

[iosubx5]

Ubisoft is in the same situation as WB games was in. AC Shadows cannot save the CEO from being fired. Even then this game wont save ubisoft from being bought out.

[Faptor]

Originally posted by Nobody Cares:

Anyway so far I lost 6.33% of my investment but I did this one just for fun.

xD Thats awesome. I still have diamond hands on GME. Ill never sell, even if it hits the moon.

[Diernayr]

Lets make our own launcher and everything a cash grab, they said.

It will be fun, they said.

[Joe Rogan]

Markets don't lie, fanboys are coping. I hope chinese will revive ubisofts IPs with respect, am gonna buy them for sure, give them a chance

[Faptor]

Originally posted by Joe Rogan:

Markets don't lie, fanboys are coping. I hope chinese will revive ubisofts IPs with respect, am gonna buy them for sure, give them a chance

I hope they make a Blackflag remake with more pilotable ships and a character creator. that thing would sell like hotcakes.

[Nobody Cares]

Originally posted by iosubx5:

Ubisoft is in the same situation as WB games was in. AC Shadows cannot save the CEO from being fired. Even then this game wont save ubisoft from being bought out.

not sure in this case as CEO is still Yves Guillemot and he is still there even that ubi lost 90% of market price. So in my opinion there will be hostile takeover. Also there is other "rumor" - header is "Ubisoft Shareholder Claims Company Failed To Disclose Meetings With EA and Microsoft About IP Acquisition" (steam is weird about external links so you can google the name but similar is on ign, insider gaming, msn) and there is written

Krúpa says that the company didn’t “appropriately” communicate its plans or talks with shareholders. Because of that, he is calling those “who are frustrated with the prolonged stagnation in Ubisoft’s stock performance and the lack of decisive action from the management team” to join them in protest in May.

Krúpa added that AJ Investments is ready to sue Ubisoft for “misleading investors”. He did add, however, that they are aware of Ubisoft management having a financial review of various strategic options that is being advised by Goldman Sachs and JP Morgan

so next few months will be fun for ubi