$VRLA (+2,4 %) sube un 14% en la sesión de hoy tras rumores sobre privatización y venta total de la familia multimillonaria Moreira Salles, que posee un 30% de la compañía. Hay rumores sobre que piensan privatizar la compañía y cerrarla a cotización por su cierta evolución negativa posibie a futuro.
Es un valor que tengo en cartera actualmente, el cual se puede liquidar si se lleva a cabo la venta y desaparecería mi posición en ella. ¿Hay alguien con experiencia en este tipo de operaciones? ¿Debo mantener la acción o es recomendable venderla yo mismo? Gracias a todos.
$VRLA (+2,4 %) opened a position here recently. Verallia is a leading manufacturer of glass packaging for food and beverage products, headquartered in France. They play a vital role in the supply chain for major consumer brands. They are the biggest in Europe, and third in the world in what they do.
Reasons for Bullishness:
Strong industry position: Verallia is a dominant player in the glass packaging market, benefiting from economies of scale and brand recognition.
Essential good: Glass packaging remains the preferred choice for many food and beverage products due to its durability, safety, and sustainability advantages.
Growth potential: Rising demand for premium packaging and Verallia's expansion plans in emerging markets could fuel future growth.
I've worked in the beverage industry for a long time, glass will die out sooner or later in the beverage industry. For example, you can load 40 trucks with PET bottles and then you only need one truck to bring back the bottles to the recycling plant
