FREYR BATTERY WKN: A3CT9J ISIN: LU2360697374 Kürzel: FREY Forum: Aktien User: Mountainclimber
Wer von euch hat dieses Schreiben auch von Jeffrey erhalten? Dear fellow shareholders, I am writing to several of you collectively in response to your recent emails expressing frustration and concern about the share price. Let me share a few points: We are all frustrated, and we have every intention to build a company that is worth 100x what it is today. But the days of instant gratification in the clean tech/energy transition sector are long gone. We are trying to disrupt an oligopoly of Asian competitors who have 15–20-year head starts on us. We have also been swimming upstream in today’s financing climate – the cost of capital has risen dramatically, the price of LFP cells has declined by more than 50% in the last year due to Chinese oversupply, and I don’t see any battery start ups getting near prior peak valuations without interest rates becoming a tailwind (look at the QS or LCID three-year stock charts). The bottom line is that we are all aligned with you as shareholders, but the share price recovery is going to take time and strong execution. A lot of you have mentioned that you don’t trust us, particularly in the wake of the recent management change. I understand and acknowledge your point of view, and I have shared that feedback with management the Board. And while there is no point in relitigating decisions that were made in the past, I hope you will find comfort in this: the Board and management team are fully aligned in their priorities and approach to the business, and we are all long the stock with you (remember, most of our options are worthless until the stock is above at least $8/share). We know and understand why you want more news. But right now, the best use of our time, and of your resources, is for the team to continue to advance deals. That starts with our conventional strategy, where we have a couple of very promising potential partnerships developing, and it includes evaluating inorganic opportunities. All of this takes time, and it is much more important to sign the right deal than it is to sign the first deal. What we aren’t going to do is put out press releases that aren’t material needle movers just for the sake of saying something – it will do more harm than good.
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Thema | ||
---|---|---|---|
1 | GAMESTOP Hauptdiskussion | +3,48 % | |
2 | CARBIOS Hauptdiskussion | -10,45 % | |
3 | Super Micro Computer Hauptdiskussion | -6,33 % | |
4 | MicroStrategy | +1,32 % | |
5 | Lilium Aktie | +0,98 % | |
6 | Hims & Hers Health Registered (A) Hauptdiskussion | -20,96 % | |
7 | SMA SOLAR Hauptdiskussion | -7,84 % | |
8 | RENK (für normale, sachliche Kommunikation!) | -5,60 % | |
9 | SUNRUN INC Hauptdiskussion | +4,65 % | |
10 | Renk Group | -5,60 % | Alle Diskussionen |