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Ann: URW announces a EUR 9.0 Bn RESET plan, page-122

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  1. BobbyMorane
    921 Posts.
    lightbulb Created with Sketch. 880
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    24/09/20
    13:35
    Post #: 47599478
    What this guy says doesn't make any sense to me.

    He advocates for no quality asset sales at all, even if it comes at the cost of a CR even bigger than 3.5bn€.

    This is monumentally stupid as 100% dilution via CR is essentially dividing your ownership of these quality assets by 2 anyway.

    Somehow, he prefers that over selling 10% of the 56.1bn€ RE portfolio and retain 90% of his previous ownership ?
    URW Price at posting: $2.57 Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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