The more Meng Chang listened, the more he felt that there was something fishy behind this matter.
He did not interrupt, but continued to listen carefully.
Fan Xiaodong paused for a moment and said: "If the news that Dayak Group is selling off Zhitou Company is true, then the top management of Zhitou Company must have their own considerations and plans."
"After I heard the news, I observed the movements of Zhidou Company's senior management through various channels, and finally found some clues."
"There is a senior executive of Finger Company named Charles Kotick. He is different from senior executives like Chretien who are designers. He was the co-founder of Finger Company from the beginning. He is not a designer, but he is the main financial backer.
.At the highest point, he held nearly 40% of the shares of Zhitou Company, and he was the real powerful figure in Zhitou Company who really meant what he said."
"Not only that, after Zhitou Company was acquired by Dayak Group, he was deeply trusted by Dayak Group. He defeated the other co-founders without any suspense and became the CEO of Zhitou Company."
"After Dayak Group hemorrhaged money, gave Tenda a large amount of money, forced the company to delist through a privatization offer, and gained complete control, it went public again after many twists and turns. And in the process,
Dayak Group very generously gave Charles approximately 10% of the shares!"
"It can be seen that Charles is deeply trusted by the Dayak Group, and it is not an exaggeration to say that he is the real controller of the company."
Meng Chang nodded slightly, this is actually not difficult to understand.
The Dayak Group worked hard to take back the shares from Tenda because they believed that Tenda was an enemy and a competitor. If the shares and the right to operate the national server were left in the hands of Tenda, it would cause huge harm to ioi, so they
Don't hesitate to spend huge sums of money to recover it.
The purpose of allocating some shares to the senior executives of Zhidou Company is to motivate them and allow them to design Ioi well and make more money.
Delisting is to gain complete control, while relisting is to re-enter the capital market and obtain more benefits.
Among the top executives of Zhizou Company, the people of Dayak Group value Charles the most. As for why... maybe it's because he has grown into the shape that capital likes.
In this regard, senior executives who understand capital operations are much more likable than those who only know how to design games stupidly.
Fan Xiaodong continued: "Then after some investigation, I found that Charles seemed to be lobbying everywhere. He successfully persuaded four investment institutions to jointly fund and establish an investment company registered in the Cayman Islands."
"In addition, he also established a fund management company with his brother. From a structural point of view, this fund management company is the only partner of that investment company, which is the actual manager of the funds."
Meng Chang quickly understood: "So... this new investment company established by four investment companies is actually controlled by this fund management company, and this fund management company is controlled by Charles and his brother.
.As for the four investment companies that jointly funded it... they are actually just the funders behind it and do not participate in the actual management."
Fan Xiaodong: "Yes! This matter is very interesting. Why did Charles go through all the trouble to establish this investment company? Since it is an investment company, it has to invest in something, right? What reasons did he use to convince these four big companies?
What about the investment company that provided the money and became the sponsor?”
Meng Chang thought for a moment and said: "He... wants to force the palace? He wants to cut off the beard!"
Fan Xiaodong nodded: "Yes! This is the only explanation!"
"Obviously, Dayak Group regards Finger Company as a negative asset and wants to sell it, but Charles does not think so. After all, he is the co-founder of Finger Company and a veteran in the game industry. No one knows better than him
The value of video games and the value of finger companies.”
"Charles sees the sale of Dayak Group as a once-in-a-lifetime opportunity!"
"He probably wanted to take advantage of the wait-and-see situation of other potential buyers and try his best to lower the value of the company so that Dayak Group would be forced to sell it to him at a relatively low price."
"Of course, I don't know exactly how to do this. I guess that on the one hand, Charles deceived the Dayak Group and said that ioi was no longer viable and no one would offer more generous conditions than this. On the other hand, Charles deceived the Dayak Group
On the other hand, they put pressure on Dayak Group through other channels, such as some investment companies that have invested in Dayak Group projects."
"Although there is an advisory group assigned by the Dayak Group within the Finger Company, which is responsible for analyzing possible potential buyers and their bids, after all, Charles is the CEO of the Finger Company, and he can obstruct it in various ways, and even use the power of the CEO to dissolve it.
This advisory group.”
"Now that Charles has made up his mind to do this, he must be relatively confident."
Meng Chang thought for a moment, then smiled: "Sure enough, only capital can defeat capital."
"Mr. Pei is not the only one who has figured out the weaknesses of the Dayak Group."
"This Charles, on the surface, is the CEO of Finger Company. He works diligently for Dayak Group, but once he encounters this once-in-a-lifetime opportunity, he will show his fangs and want to become the master."
"The key is...he really has a great chance of success!"
"Assuming that he can really take advantage of this opportunity and use various methods to deceive the Dayak Group, while trying to create some negative news to lower the value of the company he pointed out, and at the same time trying to facilitate the transaction, then he can really make a lot of money.
Pen."
"As a CEO, he has great power. As long as he inadvertently leaks a little negative news, the stock price of the company will continue to fall."
"But there are risks when he does this, so he must act quickly!"
"Dayak Group has privately contacted some buyers, but the talks were not good. This is because the intention of running away is too obvious. These buyers feel like takeovers and are not optimistic about the prospects of Zhidou Company, so they still
Waiting and watching. If they don't take action, Charles can buy back the shares from Dayak Group at a low price. But if it takes a long time and other companies wake up, they might start to compete with Charles."
"Furthermore, Charles' operation looks very high-end and dazzling, but the more complex the operation, the greater the problems. It must violate some detailed laws and regulations, and it will definitely affect the interests of other people, especially small shareholders.
.These people will not give up and will definitely take Charles to court, hoping to suspend this transaction."
"Of course, Charles will have a strong legal team and will not lose the case easily, but he cannot afford to delay it. Therefore, the most likely result is that they will settle out of court and Charles will lose money and avoid disaster. But no matter what,
As long as this happens, it will be delayed for a long time."
"The only variable in this... is Mr. Pei!"
"That's why you came to ask me Mr. Pei's opinion on this matter?"
Fan Xiaodong was very happy. Talking to smart people would save you worries: "Yes, if Mr. Pei doesn't take action, the final result will probably be that the company successfully redeems itself, but strictly speaking it is not a redemption. It should be said that Charles becomes the biggest winner.
.”
"But if Mr. Pei takes action...it's hard to say. No one can guess what Mr. Pei will do."
After thinking for a long time, Meng Chang said: "I think... Mr. Pei might buy the Zhidou Company."
"Since Charles thinks this is a once-in-a-lifetime opportunity and wants to drive down the value of the company, then for Mr. Pei, this is also a pretty good deal."
"Although GOG is now invincible, ioi is still a very potential competitor and is still influential in the world."
"If you buy it, it will be equivalent to taking the entire BA game market into your own hands. At that time, if ioi makes a profit, Mr. Pei will not lose; if ioi fails, it will mean that GOG completely dominates the world, and Mr. Pei will still not lose.
!”
"I don't think Mr. Pei can't see this kind of thing."
"Moreover, the combination of punches that Mr. Pei played on ioi through GOG, especially the various activities during the Spring Festival, it can be seen that Mr. Pei has put a lot of effort into this matter. To say that there is no back-up, I am
Those who don’t believe it.”
Fan Xiaodong was also excited: "Yes, that's what I want to say!"
"Suppose Mr. Pei takes action, what will happen? Charles has carefully made a lot of preparations, and when he is preparing to take over at a low price, Tengda appears! Dayak Group is naturally overjoyed, they are going to sell anyway, sell
It’s not sold the same to anyone? As long as the money is more, that’s fine!”
"At that time, it will become a bidding war between both parties. Although Charles has a lot of money on hand, it is obviously incomparable to Tengda."
"Then...the shares of the finger company will first plummet and then skyrocket..."
"If we can buy at the lowest point and sell at the highest point, then we can make a profit even if we are not actually involved in the transaction."
"But the only question now is, does Mr. Pei plan to take action? If Mr. Pei doesn't take action and the stock price cannot rise, then it will be in vain for us to buy the stock."
Meng Chang thought for a while: "Leave this matter to me. I will report to President Pei later and find a way to pretend to mention this matter inadvertently to see President Pei's attitude."
Fan Xiaodong said quickly: "Be careful. Mr. Pei is so smart. If he sees our intentions, it might be self-defeating."
Meng Chang slapped his chest and replied very confidently: "Don't worry! I have a rough idea of Mr. Pei's temper now, and there will be no problems."
Fan Xiaodong was very happy: "Okay, as long as we have accurate news, we will buy the stock of Zhidou Company. This time we may not earn as much as before, but it will definitely be quite considerable!"
Without accurate information from Meng Chang, even if Fan Xiaodong saw this opportunity, he would never dare to take action.
The reason is simple, the risk is too great!
If there is a slight mistake, it may turn from blood gain to blood loss.
But if we can get definite news from Mr. Pei, it will be completely different!