Aug. 18 at 12:59 PM
$SOUN /
$LPSN deal summary:
Yes, this is dilution.
At the low end of the VWAP collar, SOUN could issue roughly 43M new shares, about ~10% dilution versus the pre-deal share count.
The
$3.33 headline does NOT mean LPSN holders buy SOUN at
$3.33. It means each LPSN share gets roughly
$3.33 worth of SOUN stock.
Short term risk: more shares + possible selling pressure from LPSN holders/debt holders receiving SOUN stock.
Long term: SOUN is using stock to acquire LivePerson’s business/assets, so dilution isn’t “for nothing.”
For me: below
$7 = weak,
$7.30–7.60 = recovery,
$7.88 = reclaim,
$8–8.25 = attractive scale-out zone 👎
