Stock Movers Orsted Plummets, S4 Capital Offer, Rheinmetall Slides
Aug 11, 2025
Shares of Danish company Orsted plunged as it announced a massive rights offering, raising eyebrows among investors. Meanwhile, S4 Capital is eyeing a merger with MSQ Partners, stirring excitement in the advertising world. The defense sector is feeling the heat too, as European stocks slide, influenced by ongoing geopolitical tensions and upcoming discussions between global leaders. Market volatility is the name of the game, with all eyes on both the merger talks and the international political scene.
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Orsted's Large Rights Issue Sparks Selloff
- Orsted launched a very large rights issue, prompting a steep share drop as investors reacted to dilution and balance-sheet worries.
- Sam Unstead says they couldn't sell part of Sunrise Wind and must raise funds to keep and fund that U.S. project.
S4 Considers MSQ Deal After Severe Share Drop
- S4 Capital confirmed talks to combine with private equity-owned MSQ Partners in a deal described as a purchase or merger structure.
- Sam Unstead notes S4 shares have plunged about 97% since 2021 amid ad-spend pullbacks that hit the company hard.
Defense Rally May Be Already Priced In
- European defense stocks slipped as markets reacted to a potential Trump–Putin meeting and hopes for a ceasefire in Ukraine.
- Sam Unstead says the higher-defense-spending narrative is largely priced in and investors now want visible orders and profit growth.