\n\u00cen anul 2022, c\u00e2nd majoritatea fir\u00admelor de investi\u0163ii americane se re\u00adtr\u0103\u00adgeau din sectorul petrolului \u015fi gazelor din cauza randamentelor sc\u0103zute, Elliott Management, un fond de hedging fondat de miliar\u00addarul american Paul Singer \u015fi gestio\u00adnat de acesta \u00eempreun\u0103 cu al\u0163ii, ex\u00adtrem de cunoscut pentru investi\u0163iile sale activiste, le-a scris bancherilor din sectorul energiei invit\u00e2ndu-i s\u0103-i indice oportunit\u0103\u0163i de achizi\u0163ii \u00een energie, potrivit Reuters.<\/p>\n
\nViz\u00e2nd astfel de deal-uri, Elliott d\u0103dea dovad\u0103 de un apetit pentru risc rar \u00eent\u00e2lnit \u00een r\u00e2ndul fondurilor de pe Wall Street.<\/p>\n
\nSinger este sus\u0163in\u0103tor al politicie\u00adnilor care se declar\u0103 sceptici cu privi\u00adre la c\u00e2t de mare este problema emi\u00adsii\u00adlor de carbon. Iar de\u015fi achizi\u0163iile din sectorul petrolului \u015fi gazelor erau ceva nou pentru fond la acea vreme, acesta acumulase participa\u0163ii \u00een com\u00adpanii de acolo ani la r\u00e2nd, cu rezultate mixte.<\/p>\n
\n\u00cens\u0103 fondul \u00ee\u015fi men\u0163ine pariul pe sector. Din cinci de\u0163ineri majore actuale ale fondului, trei sunt \u00een domeniul energiei.<\/p>\n
\nIar strategia contrariant\u0103 este dus\u0103 mai departe. Recent, s-a scris des\u00adpre inten\u0163ia fondului de a achizi\u00ad\u0163iona o participa\u0163ie \u00een cadrul unui gazoduct care transport\u0103 gaze ruse\u015fti c\u0103tre Europa.<\/p>\n
\nEste vorba despre segmentul bulg\u0103resc al TurkStream, ultima \u201earte\u00adr\u0103\u201c de gaze func\u0163ional\u0103 a Rusiei c\u0103tre continent. Mi\u015fcarea vine \u00eentr-un con\u00adtext complicat, \u00eens\u0103 Singer nu a urmat niciodat\u0103 o cale b\u0103tut\u0103, po\u00adtrivit oilprice.com.<\/p>\n
\nElliott gestioneaz\u0103 \u00een prezent ac\u00adtive de peste 70 miliarde de dolari, fon\u00addul fiind cunoscut pentru prelua\u00adrea de participa\u0163ii masive \u00een cadrul unor companii, printre care SoftBank, Honeywell \u015fi Starbucks, \u015fi campanii publice, agresive, pentru schimb\u0103ri \u00een cadrul acestora pentru a le cre\u015fte valoarea, noteaz\u0103 The Wall Street Journal.<\/p>\n
\nLa Honeywell, Elliott a cerut o spargere a structurii conglomeratu\u00adlui, iar acesta urmeaz\u0103 s\u0103 fie divizat \u00een trei companii listate independent.<\/p>\n
\nLa BHP, fondul a cerut v\u00e2nzarea diviziei petroliere \u015fi renun\u0163area la structura de listare dual\u0103. BHP a ie\u015fit din afacerile cu petrol \u00een 2021.<\/p>\n
\nCel mai recent, compania american\u0103 de rafinare petrolier\u0103 Phillips 66 a anun\u0163at c\u0103 va vinde o participa\u0163ie de 65% din divizia sa german\u0103 \u015fi austriac\u0103 c\u0103tre un consor\u0163iu \u00een urma presiunilor venite din partea Elliott, scrie Reuters.<\/p>\n
\nSinger este \u015fi un sus\u0163in\u0103tor proeminent al candida\u0163ilor Partidului Republicat \u015fi a donat \u00een total 7,5 milioane de dolari c\u0103tre MAGA.<\/p>\n
\n <\/p>\n","protected":false},"excerpt":{"rendered":"
\u00cen anul 2022, c\u00e2nd majoritatea fir\u00admelor de investi\u0163ii americane se re\u00adtr\u0103\u00adgeau din sectorul petrolului \u015fi gazelor din cauza randamentelor sc\u0103zute, Elliott Management, un fond de hedging fondat de miliar\u00addarul american Paul Singer \u015fi gestio\u00adnat de acesta \u00eempreun\u0103 cu al\u0163ii, ex\u00adtrem de cunoscut pentru investi\u0163iile sale activiste, le-a scris bancherilor din sectorul energiei invit\u00e2ndu-i s\u0103-i indice oportunit\u0103\u0163i de achizi\u0163ii \u00een energie, potrivit Reuters.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[60452,150,375,149,353,8351],"class_list":["post-236626","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-elliott-management","tag-energie","tag-gaze","tag-investitii","tag-petrol","tag-randamente"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/236626","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=236626"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/236626\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=236626"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=236626"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=236626"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}