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FrontFour’s David Lorber said at the conference that Ubisoft has a strong cadence of video game releases over the next three to eightteen months. Catalysts include four new games that will be released over the next six months. What is interesting in the case of Ubisoft, is that the company owns 100% of its intellectual property, as apposed to most competitors.
Ubisoft might be a Merger&Acquisition target at some point.
Lorber concluded that he sees upside to 32 euros (+77%).***** TRADUCTION GOOGLE ******************************
David Lorber de FrontFour a déclaré à la conférence Sohn Canada qu’ Ubisoft a une forte cadence de jeux vidéo au cours des trois à DIX-HUIT prochains mois . Catalyseurs comprennent quatre nouveaux jeux qui seront lancés au cours des six prochains mois . Ce qui est intéressant dans le cas d’Ubisoft, c’est que la société détient 100 % de la propriété intellectuelle, par opposition à la plupart des concurrents .
Ubisoft pourrait être une cible Fusion & Acquisition à un certain point .
Lorber a conclu qu’une hausse vers 32 euros (+ 77 % ) est possible .
***************************************************************About Sohn Conference :
The Sohn Canada Conference presented by Capitalize for Kids investor conference will bring together some of the most successful investors in the region and globally to present their investment ideas. Proceeds directly support the research, treatment and care in the field of children’s brain and mental health through Capitalize for Kids, and the treatment and cure of pediatric cancer through the Sohn Foundation.About David Lorber :
David Lorber
Co-Founder, Partner & Principal – FrontFour Capital
David A. Lorber is a co-founder, principal and portfolio manager for FrontFour Capital Group LLC and a co-founder and principal of FrontFour Capital Corp. From 2003 – 2006, Mr. Lorber was a Senior Investment Analyst at Pirate Capital LLC, a $1.8 billion hedge fund.
Mr. Lorber has worked with numerous corporate boards and executives to restructure both operations and balance sheets, implement corporate action and governance policy changes. Earlier in his career, Mr. Lorber was an Analyst at Vantis Capital Management LLC, a money management firm and hedge fund from 2001 – 2003. Mr. Lorber began his career as an Associate with Cushman & Wakefield, Inc. a global real estate firm.
Mr. Lorber, earned his B.S. from Skidmore College in Saratoga Springs, NY, with honors in Business Management and a minor in Economics.
He previously served on the board of Huntington Capital Corp., Fisher Communications Inc., International Aviation Terminals (IAT), GenCorp Inc., and as a trustee for the IAT Air Cargo Facilities Income Fund. Mr. Lorber currently serves on the Board of Directors for Ferro Corp and will join the Board of Directors of OM Group.Source : multiple sources, incl. Bloomberg, sohn conference, capitalize for kids
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