Embracer Group just announced a buyback program, which is to be authorized at today’s general meeting (2025-09-18).
Under the program, Embracer will repurchase shares for a total amount of up to SEK 500 million. The program will begin on September 19th and will continue until no later than December 2nd, 2025.
The combination of the upcoming spin-off of Coffee Stain, significant insider buying activity, record low valuation levels, and the new buyback program makes the setup enticing.
Since adding EMBRAC to our Conviction list the share is up close to 15% (annualized yield of 520%). But we see more to come; we believe one should use this opportunity before the market catches on fully.
Not all buyback programs create value; one has to buy below the intrinsic value of the company for them to do so. In this case, we argue…
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