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geopolitical··severity 6

Соучредитель Partners Гантнер обвиняет короткого продавца в падении акций

Сооснователь Partners Group Holding AG Альфред Гантнер заявил, что недавнее снижение цен на акции компании было «чрезмерной реакцией», и обвинил в необоснованных нападках компании Grizzly Research, занимающейся короткими продажами.

Сценарии цепочки

A

Escalation

50%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Grizzly Research releases further short-selling reports and Gantner publicly criticizes their tactics, potentially escalating into legal action. This leads to increased media attention on the firm's co-founder and a potential market backlash against Partners Group Holding AG shares. * **Confirmation Indicators:** Significant increase in Grizzly Research activity and public statements from both Alfred Gantner and other investors expressing concern about the short-selling campaign. * **Time Horizon:** 10 to 20 days **Scenario B (Status Quo): 38%** * **Chain:** The situation remains largely unchanged, with Partners Group Holding AG continuing its business operations and addressing the short-selling concerns through internal communication. However, investors may remain cautious about the company's future performance

Индикаторы подтверждения: ** Significant increase in Grizzly Research activity and public statements from both Alfred Gantner and other investors expressing concern about the short, selling campaign., * **Time Horizon:** 10 to 20 days
B

Status Quo

38%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Grizzly Research releases further short-selling reports and Gantner publicly criticizes their tactics, potentially escalating into legal action. This leads to increased media attention on the firm's co-founder and a potential market backlash against Partners Group Holding AG shares. * **Confirmation Indicators:** Significant increase in Grizzly Research activity and public statements from both Alfred Gantner and other investors expressing concern about the short-selling campaign. * **Time Horizon:** 10 to 20 days **Scenario B (Status Quo): 38%** * **Chain:** The situation remains largely unchanged, with Partners Group Holding AG continuing its business operations and addressing the short-selling concerns through internal communication. However, investors may remain cautious about the company's future performance

Индикаторы подтверждения: ** Significant increase in Grizzly Research activity and public statements from both Alfred Gantner and other investors expressing concern about the short, selling campaign., * **Time Horizon:** 10 to 20 days
C

De-escalation

13%

## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Grizzly Research releases further short-selling reports and Gantner publicly criticizes their tactics, potentially escalating into legal action. This leads to increased media attention on the firm's co-founder and a potential market backlash against Partners Group Holding AG shares. * **Confirmation Indicators:** Significant increase in Grizzly Research activity and public statements from both Alfred Gantner and other investors expressing concern about the short-selling campaign. * **Time Horizon:** 10 to 20 days **Scenario B (Status Quo): 38%** * **Chain:** The situation remains largely unchanged, with Partners Group Holding AG continuing its business operations and addressing the short-selling concerns through internal communication. However, investors may remain cautious about the company's future performance

Индикаторы подтверждения: ** Significant increase in Grizzly Research activity and public statements from both Alfred Gantner and other investors expressing concern about the short, selling campaign., * **Time Horizon:** 10 to 20 days

Первичный источник: Bloomberg Markets

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