4 Comments
Sep 12Liked by Sebastian

The investment in Anfi could become the catalyst for the hoped-for SO. Anfi's insolvency proceedings are in their final phase. With the end of the insolvency proceedings, LS Invest will gain control of Anfi, which means that the investment must then be accounted for at fair value (according to the BaFin audit report). The hidden reserves in the Anfi investment suddenly become visible. Lopesan would be able to forestall this with an SO

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Dec 9, 2023Liked by Sebastian

Seems that many stockholders are depressed by the time it takes for a possible squeeze-out. So it might be I just took over some of your shares at € 5,-- 🙈😎

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author

Could be! But I feel good with the lower allocation now. Hope it works for both of us.

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I had ultra small allocation before as liquidity was and still is so low and I forgot about them for a while. I still keep dry powder for adding some more if they fall further

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