Pershing Square Holdings, Ltd. zu Notierung und Handel an der Euronext Amsterdam zugelassen - 500 Beiträge pro Seite | Diskussion im Forum
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ISIN: GG00BPFJTF46 · WKN: A12C4S · Symbol: 7P2
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Pershing Square Holdings, Ltd.: Diese Mitteilung ist eine Bekanntmachung und stellt keinen Prospekt im Sinne der (nachstehend genannten) Prospektrichtlinie dar. Als solche ist sie kein Verkaufsangebot und keine …
Lesen sie den ganzen Artikel: Pershing Square Holdings, Ltd. zu Notierung und Handel an der Euronext Amsterdam zugelassen
Lesen sie den ganzen Artikel: Pershing Square Holdings, Ltd. zu Notierung und Handel an der Euronext Amsterdam zugelassen
...der nächste Hedgie an der Börse
Webseite - NAV-page
http://pershingsquareholdings.com/company-reports/weekly-nav…
Mourant Ozannes advises on Pershing Square Holdings, Ltd US$3.07 billion IPO and US$6.2 billion market capitalisation
Leading offshore law firm Mourant Ozannes has advised Pershing Square Holdings, Ltd (PSH) on all Guernsey-related aspects of its conversion from an open-ended to a closed-ended registered fund, an upsized placing to raise gross proceeds of US$2.73 billion (excluding an over-allotment option of up to US$272 million or 10 per cent of the placing shares) and its listing and admission to trading of new public shares on the regulated market of Euronext Amsterdam NV Following the offering, PSH will have a market capitalisation of US$6.2 billion.
PSH is run by Pershing Square Capital Management, LP, an investment manager founded by Bill Ackman in 2003 which had US$15.3 billion in assets under management at the end of September 2014. PSH is a concentrated, research intensive, fundamental value investor in the public markets in long and occasionally short positions in equity or debt securities of US and non US issuers (including securities convertible into equity or debt securities), derivative instruments and other financial instruments.
The Mourant Ozannes Guernsey corporate team comprised partner Gavin Farrell, senior associate Richard Holden and associate Natalie Le Cras. Matthew Guthrie of the International Trusts & Private Client practice assisted on the trusts aspects of the transaction. Gavin Farrell said: "The completion of the offering of Pershing Square Holdings is an unprecedented transaction for Guernsey and a transformational event in the history of the fund following its launch in June 2012. Mourant Ozannes has been delighted to advise PSH on all aspects of Guernsey law relating to the deal."
Mourant Ozannes worked with lead London law firm Sullivan & Cromwell LLP to complete the deal. Elysium Fund Management Limited has acted as administrator and company secretary to PSH since its inception in 2012. The Elysium IPO team comprised of Joanna Duquemin Nicolle and Sadie Morrison advising on company secretarial matters and Steve Mann advising on accounting matters. Cleary Gottlieb Steen & Hamilton LLP advised both Deutsche Bank and UBS Limited as joint global coordinators and joint bookrunners.
Leading offshore law firm Mourant Ozannes has advised Pershing Square Holdings, Ltd (PSH) on all Guernsey-related aspects of its conversion from an open-ended to a closed-ended registered fund, an upsized placing to raise gross proceeds of US$2.73 billion (excluding an over-allotment option of up to US$272 million or 10 per cent of the placing shares) and its listing and admission to trading of new public shares on the regulated market of Euronext Amsterdam NV Following the offering, PSH will have a market capitalisation of US$6.2 billion.
PSH is run by Pershing Square Capital Management, LP, an investment manager founded by Bill Ackman in 2003 which had US$15.3 billion in assets under management at the end of September 2014. PSH is a concentrated, research intensive, fundamental value investor in the public markets in long and occasionally short positions in equity or debt securities of US and non US issuers (including securities convertible into equity or debt securities), derivative instruments and other financial instruments.
The Mourant Ozannes Guernsey corporate team comprised partner Gavin Farrell, senior associate Richard Holden and associate Natalie Le Cras. Matthew Guthrie of the International Trusts & Private Client practice assisted on the trusts aspects of the transaction. Gavin Farrell said: "The completion of the offering of Pershing Square Holdings is an unprecedented transaction for Guernsey and a transformational event in the history of the fund following its launch in June 2012. Mourant Ozannes has been delighted to advise PSH on all aspects of Guernsey law relating to the deal."
Mourant Ozannes worked with lead London law firm Sullivan & Cromwell LLP to complete the deal. Elysium Fund Management Limited has acted as administrator and company secretary to PSH since its inception in 2012. The Elysium IPO team comprised of Joanna Duquemin Nicolle and Sadie Morrison advising on company secretarial matters and Steve Mann advising on accounting matters. Cleary Gottlieb Steen & Hamilton LLP advised both Deutsche Bank and UBS Limited as joint global coordinators and joint bookrunners.
Trading Spotlight
Zukauf über Platform Specialty
http://www.valuewalk.com/2014/10/ackman-platform-specialty-a… Annual Investor update:
http://pershingsquareholdings.com/media/2014/09/2014-PSH-Ann… Das wird noch spannend:
HerbalifeHat Ackmann recht, oder doch Hempton?: http://brontecapital.blogspot.de/2015/06/herbalife-very-long…
Launch of Senior Notes Offering
Amsterdam, June 22, 2015 -- Pershing Square Holdings, Ltd. (ticker: PSH:NA) (“PSH”) announced today the launch of an offering of Senior Notes due 2022 (the “Notes”).The net proceeds from the offering of the Notes are expected to be used to make investments or hold assets in accordance with PSH’s investment policy, including by way of rebalancing transactions with other funds managed by Pershing Square Capital Management, L.P., as well as to fund operating expenses.
Antwort auf Beitrag Nr.: 50.035.743 von R-BgO am 23.06.15 20:39:10
heute gepreist:
1 Mrd. zu 5,5% Pershing Square to File 13D Disclosing 7.5% Stake in Mondelez International, Inc.
August 6, 2015, New York - / /Pershing Square Holdings, Ltd. (ticker: PSH:NA) announced today a new position in Mondelez International, Inc. (ticker: NASDAQ:MDLZ).
Pershing Square Capital Management, L.P. (PSCM), the investment manager for Pershing Square
Holdings, Ltd., announced today that it intends to file a beneficial ownership report on Schedule 13D with
the United States Securities and Exchange Commission to disclose the beneficial ownership (including
forward purchase contracts and call options) of 120,265,238 shares of Mondelez International, Inc.
(Mondelez) Class A common stock by funds that PSCM manages (including Pershing Square Holdings,
Ltd.).
The 120,265,238 shares represent a 7.5% stake in Mondelez. Pershing Square Holdings, Ltd.’s
proportionate beneficial ownership is 47,769,767 shares (or approximately 3.0% of Mondelez’s
outstanding shares).
Bei Valeant habe ich schon lange ein blödes Gefühl...:
http://azvalue.blogspot.com.au/2015/08/valeant-detailed-look… schöner Überblick:
http://seekingalpha.com/article/3443886-tracking-bill-ackman…
Antwort auf Beitrag Nr.: 50.415.189 von R-BgO am 17.08.15 11:59:15
anderer Blickwinkel,
aber nicht netter: http://seekingalpha.com/article/3536686-the-drug-carry-trade…
bin erstmal mit mittlerem Verlust raus und warte den weiteren Verlauf der Valeant-Story ab...
Antwort auf Beitrag Nr.: 50.743.458 von R-BgO am 30.09.15 15:11:32Valeant hat sich halbiert,
und möglicherweise ist das erst der Anfang...
und möglicherweise ist das erst der Anfang...
Antwort auf Beitrag Nr.: 50.900.148 von R-BgO am 21.10.15 17:40:49
am Fr gibt es einen Investor Call zu Valeant
zumindest adressieren sie das Thema jetzt:
http://assets.pershingsquareholdings.com/2015/10/Investor-Ca…am Fr gibt es einen Investor Call zu Valeant
der shoot-out zu Valeant wird immer interessanter,
Bronte legt laufend nach und PSH hat aufgestockt; interessanterweise aber etwas defensiver:"Generally, we purchase stocks outright to get exposure to a particular investment. In this case,
we took advantage of the high volatility of Valeant stock, its extremely low share price, and the
high degree of market uncertainty in choosing to build a position that offered us a compelling
reward for the potential risk.
Rather than purchase common stock outright, we increased our
investment through a contemporaneous series of over-the-counter option transactions. The bulk
of the increase in our investment in Valeant was created through the sale of European-style put
options struck at a $60 stock price, the purchase of American-style call options at a $95 stock
price, and the sale of European-style call options at $165 stock price, all of which expire in
January 2017. This derivative position gives us the upside of the stock from $95 per share up to
$165 per share until January 2017. The net purchase price of the options was $6.75.
In summary, if the stock rises to $165 or more by January 2017, we will make more than 10
times our net investment over this period. Our downside is equal to the net purchase price of
each option plus the decline in the stock price, if any, below $60 per share as of January 2017.
By selling European-style put options, the shares cannot be put to us until January of 2017. By
then, we estimate that Valeant’s stock price will be substantially in excess of $60 per share,
potentially several multiples of this price.
The upside of our derivative investment is approximately equal to that of owning the stock
outright at $95 per share with 30% less downside, i.e., if the stock were to go zero, we would
lose approximately $67 per share, (the put strike price plus the net option premium). By selling
two options for every option that we have purchased, we have also minimized the effective cost
of this investment and limited the impact of rapid time value decay which is characteristic of an
outright option purchase on a highly volatile stock. In a worse-case scenario, which we believe
is extremely unlikely to occur, we risked approximately 4% of additional capital on this
investment while increasing our notional exposure to Valeant by about 6% of the portfolio."
Antwort auf Beitrag Nr.: 51.314.145 von R-BgO am 16.12.15 09:05:29
angeblich w-"tax loss"
zum Jahresende haben die Fonds PS1 und PS2
rund 5 Mio. Valeant-Aktien verkauft;angeblich w-"tax loss"
Antwort auf Beitrag Nr.: 50.035.743 von R-BgO am 23.06.15 20:39:10
ergibt
5,97% laufende Rendite
1,27% "Ablaufprämie"
7,24% zusammen.
Leider 250k Kindersicherung
die Notes notieren aktuell mit 92,08
http://www.wallstreet-online.de/anleihen/a1z3m8-pershing-squ…;ergibt
5,97% laufende Rendite
1,27% "Ablaufprämie"
7,24% zusammen.
Leider 250k Kindersicherung
Antwort auf Beitrag Nr.: 51.548.613 von R-BgO am 21.01.16 14:53:37
x 240 Mio. Aktien = 4,3 Mrd.
=> da muss schon extrem viel schiefgehen, bevor man mit dem Bond Geld verliert...
der Milliarde Bonnschulden stehen
17,93 NAV am 19.1.2016 gegenüberx 240 Mio. Aktien = 4,3 Mrd.
=> da muss schon extrem viel schiefgehen, bevor man mit dem Bond Geld verliert...
die Fees schneiden tief ins Fleisch....
sie attackieren ADP: https://assets.pershingsquareholdings.com/media/2014/09/0414…
teures Allergan-Settlement:
https://assets.pershingsquareholdings.com/media/2017/12/2913… und nun Financial Engineering:
Antwort auf Beitrag Nr.: 56.597.090 von R-BgO am 03.01.18 11:11:26
4x10c
jetzt sogar 'ne Dividende:
https://assets.pershingsquareholdings.com/2019/02/13022931/P…4x10c
in 2018 Verlust halbiert, aber halt immer noch rot
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