Search result for softbank
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COMPASS INC COMP
12/22/2023
...kerage market. COMP raised / invested $1.5B+ from Softbank and a who’s-who of VCs / SWFs over ~8.
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ROIVANT SCIENCES LTD ROIV
12/13/2023
...reholders, helping clean up existing holders like Softbank and Sumitomo while reinforcing their commitment to shareholder return and capital-light asset development.... and are not sellers at the current valuation. Softbank - Invested $1.
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GLOBALSTAR INC GSAT
12/11/2023
...m, but we see several other potential purchasers. Softbank invested in GSAT when Jacobs was appointed as CEO, and they have a portfolio of satellite network investments.
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SOMALOGIC INC SLGC
08/20/2023
...luded customers Illumina and Novartis, as well as SoftBank, Perceptive, Casdin, and of course Ark.
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...is permanent softbank fat finger dump risk too simplistic? my impression is that almost every US-listed stock with high PE ownership trades pretty low, even if sponsor isn\'t actively selling. Are there still SK exchange rules ag
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...last decade. Its not a revolutionary idea though, Softbank did it first (I believe) in Japan and then others followed around the world with different levels of success (Altice in france perhaps?).
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... for Symbotic. A summary: 1. They created a JV w/ Softbank essentially for the \"everyone but Walmart\" TAM where Softbank funds and keeps 2/3 (SYM on hook for $1.... is essentially a $5B purchase over 5+ years from Softbank to resell warehouse automation....e 5 years. 3. CEO sells $500M at huge discount to Softbank (~$300M net gift to SB) and Symbotic issues ~11M warrants to SB (call it $100M of equity value) = ~$400M gift to SB 4....s deal over 6 years +2030+ business 3. 1/3 of the Softbank reseller JV 4.
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...Softbank, the sponsor here, has created a JV to buy more of SYM\'s systems -- and bought shares from the CEO at $28/share, while shares trade at $47 in the market, and the shares are up? This is starting to look like some sort of coordinated scheme honestly. Why on earth is the CEO willing to sell shares 50
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...ore growth) every Q. I had mistakenly ignored the Softbank overhang and resetting e-com multiples in general buying this in early \'22.
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...cked out with their Q ending June 25, not sure. Softbank’s stake here is worth >1% of their total equity and almost the same at WMT.
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