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Flash - SVB

FLASH - Q1’23 Mid-Quarter Update – SVB SIVB


Working on a bit of a delay today though I did save the press releases that came via email last night X).. just look at that market reaction..




You’ve got the tip of the spear when it comes to all things Silicon Valley and venture capitalism (etc.), especially since they rolled up Leerink Swan (biotech) and Moffett Nathanson..

  • proposed public offering of $1.25 billion of common stock

  • proposed public offering of $500 million of depositary shares, each representing a 1/20th interest in a share of its Series F Mandatory Convertible Preferred Stock

  • intends to grant the underwriters an option to purchase up to an additional 15% of each of the Offerings

  • sale of substantially all of its AFS portfolio

  • The AFS portfolio sale, which was completed today, will result in an after-tax loss of approximately $1.8 billion in the first quarter.


MESSAGE TO STAKEHOLDERS REGARDING RECENT STRATEGIC ACTIONS TAKEN BY SVB


Presentation


8-K



Definitely something to keep front of mind, though I'm not going to extrapolate to other banks at this moment - SVB is a unique animal; one that was/is levered to those hyper growth stories of '21..


That said, you have to consider that this could be a canary..


Plenty of questionable decisions were made over the past few years and it looks like they're starting to come home to roost..


I'd scrutinize all alternative investments, especially if you've found yourself overweight relative to history - which is anyone playing with an allocation to AI/PE/etc.. :D


br. -john



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