Aktivist bir yat\u0131r\u0131mc\u0131n\u0131n, k\u00f6m\u00fcr i\u015fini ay\u0131rmas\u0131 y\u00f6n\u00fcndeki iste\u011finin bask\u0131s\u0131n\u0131 ya\u015fayabilecek bir konumda olan Glencore (OTC:GLNCY) (LON:GLEN) Pazartesi g\u00fcn\u00fc %1,1 d\u00fc\u015f\u00fc\u015f g\u00f6sterdi.<\/p>\n
Financial Times\u2019a (FT) g\u00f6re ge\u00e7mi\u015fte hem Frans\u0131z s\u00fct \u00fcr\u00fcnleri devi Danone\u2019yi hem de Bel\u00e7ikal\u0131 kimya \u015firketi Solvay ‘\u0131 (BR:SOLB) devralm\u0131\u015f olan hedge fon Bluebell Capital Partners, \u015firketi A ve B S\u0131n\u0131f\u0131 hisselerle ayr\u0131 bir k\u00f6m\u00fcr \u015firketi kurmas\u0131 i\u00e7in zorluyor.<\/p>\n
Glencore \u2018A\u2019 S\u0131n\u0131f\u0131 hisseleri elinde tutmaya devam edecek, b\u00f6ylece ayr\u0131lan \u015firketin kontrol\u00fcn\u00fc ve k\u00f6m\u00fcr\u00fcn\u00fc pazarlama haklar\u0131n\u0131 alman\u0131n yan\u0131nda i\u015fletmede yaln\u0131zca %9,09\u2019luk bir ekonomik \u00e7\u0131kar elde edecek. FT\u2019ye g\u00f6re mevcut Glencore hissedarlar\u0131 \u2018B\u2019 hisselerini alacak ve ekonomik \u00e7\u0131kar\u0131n %90,91\u2019ine sahip olacak.<\/p>\n
Bluebell ortaklar\u0131 Giuseppe Bivona ve Marco Taricco, ge\u00e7en y\u0131l Glencore\u2019a yat\u0131r\u0131mc\u0131lar\u0131n ilgisini kaybetti\u011fini iddia ettikleri termal k\u00f6m\u00fcr i\u015fini ay\u0131rmas\u0131n\u0131 s\u00f6yleyerek \u015firketin geri kalan\u0131n\u0131 ger\u00e7ek de\u011ferine g\u00f6re indirimli olarak faaliyet yapmaya y\u00f6nlendirdi. Glencore CEO\u2019su Gary Nagle, bir\u00e7ok alternatif sahibe g\u00f6re \u00e7evreye daha duyarl\u0131 bir varl\u0131k sahibi olaca\u011f\u0131n\u0131 savunarak buna kar\u015f\u0131 \u00e7\u0131kt\u0131.<\/p>\n
Yat\u0131r\u0131m y\u00f6neticilerinin \u00e7evre dostu ve sosyal a\u00e7\u0131dan bilin\u00e7li yat\u0131r\u0131m yakla\u015f\u0131mlar\u0131 anlat\u0131lar\u0131yla yeni m\u00fc\u015fteriler \u00e7ekmeye \u00e7al\u0131\u015ft\u0131\u011f\u0131 bir d\u00f6nemde Bluebell’in bask\u0131s\u0131, yayg\u0131n bir tema haline gelen bu fikrin bir yans\u0131mas\u0131. Bu tema, k\u00e2rlar\u0131n\u0131 fosil yak\u0131t \u00e7\u0131karma ve i\u015flemeden elde eden \u015firketler \u00fczerinde bask\u0131 yaratt\u0131. Ge\u00e7en y\u0131l BHP Billiton (ASX:BHP), bu t\u00fcr ‘ESG’ yat\u0131r\u0131mc\u0131lar\u0131n\u0131 memnun etmek i\u00e7in petrol varl\u0131klar\u0131n\u0131 ayr\u0131 bir birime \u00e7evirdi.<\/p>\n
Fosil yak\u0131tlar kar\u015f\u0131s\u0131ndaki bask\u0131 h\u0131z kazan\u0131rken pandemi kaynakl\u0131 k\u0131tl\u0131klar ve canlanan ekonomiler sayesinde i\u015fin kendisi de keskin bir y\u00fckseli\u015f ya\u015fad\u0131. Bu da \u015firketlerde rekor k\u00e2rlar sa\u011flad\u0131. Sonu\u00e7 olarak Glencore’un hisse senedi fiyat\u0131 ge\u00e7en y\u0131l %55’in \u00fczerinde artt\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"
Yazar \u2013 Dhirendra Tripathi Investing.com \u2013 Aktivist bir yat\u0131r\u0131mc\u0131n\u0131n, k\u00f6m\u00fcr i\u015fini ay\u0131rmas\u0131 y\u00f6n\u00fcndeki iste\u011finin bask\u0131s\u0131n\u0131 ya\u015fayabilecek bir …<\/p>\n","protected":false},"author":6,"featured_media":13368,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[556,484,224],"class_list":["post-13367","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-altcoin","tag-hisse","tag-sirketi","tag-yatirim"],"yoast_head":"\n