The recent struggles of Ubisoft have not gone unnoticed, and now, an investor has spoken out about their deep dissatisfaction with the company’s performance. Juraj Krupa of AJ Investments and Partners has penned an open letter to the board, urging them to consider taking the company private.
The letter highlights concerns about the company’s strategic direction and management’s ability to deliver value to shareholders. Krupa believes that Ubisoft is deeply undervalued due to mismanagement and that a change is needed to address the issues. The proposed solutions include staff optimization, a focus on core IPs, and changes to management.
By going private, Ubisoft can address its issues away from public market pressures. Alternatively, the company can remain public but not block a potential takeover. One thing is clear: change is necessary for Ubisoft to regain its footing.
The recent struggles of Ubisoft have not gone unnoticed, and now, an investor has spoken out about their deep dissatisfaction with the company’s performance. Juraj Krupa of AJ Investments and Partners has penned an open letter to the board, urging them to consider taking the company private.
The letter highlights concerns about the company’s strategic direction and management’s ability to deliver value to shareholders. Krupa believes that Ubisoft is deeply undervalued due to mismanagement and that a change is needed to address the issues. The proposed solutions include staff optimization, a focus on core IPs, and changes to management.
By going private, Ubisoft can address its issues away from public market pressures. Alternatively, the company can remain public but not block a potential takeover. One thing is clear: change is necessary for Ubisoft to regain its footing.