1月12日，聚美优品发布 公告称，该公司董事会收到公司创始人陈欧为首的买方团的私有化要约，计划以20美元/ADS的价格收购买方团尚未持有的股票。 上述交易完成之后，聚美优品将成为陈欧所有的私有公司，公司的美国存托凭证将会从纽约证券交易所退市。
今日，雪球用户@陈达美股投资 在雪球 app内发帖：受小股东之托，将投资者给SEC的投诉信翻译了一下，希望中小股东利益能得到保护。原文如下 ：
1. 在规则之内发函JMEI并表达 关注
2. 持续 关注如果JMEI私有化失败后陈欧先生可能采取的一系列做低股价的行为
SEC, please investigate and stop the ultra-low-price tender offer from management in attempt to buy out Jumei International Holding Ltd (NYSE: JMEI ), a Chinese company listed on the NYSE, to protect the legitimate interests of the minority shareholders
I am an investor from China who are particularly interested in investing US-listed stocks. I have many shares in a Chinese Internet company called Jumei International Holding Ltd (JMEI) which is currently listed on the New York Stock Exchange. Now most of individual shareholders who invested in this company are currently in a desperate situation. Our legitimate investment will be severely harmed in a long-planned robbery of an ultra-low-price for privatization of the company.
Let me briefly introduce the current situation of JMEI:
2. JMEI invested in the power bank rental (for users to charge their cellphones with a fee) company called "JIEDIAN" in 2017. The investment achieved a net profit of more than 10 million US dollars in 2018, and it has taken 40% of the market share for the whole power bank rental market in China, and it has 200 million membership users. In December 2019, another company of equivalent size as JIEDIAN, just completed Series C financing, and they successfully financed 70 million US dollars, which gives them a valuation of more than 500 million US dollars. JMEI has not disclosed JIEDIAN's 2019 operating profile, but a reasonable valuation will not be less than 500 million US dollars. JMEI holds nearly 100% of JIEDIAN's shares.
3. JMEI also invested in a short-form mobile videos company (like TikTok) "SHUABAO" around April 2019. The total downloads of the APPin China exceeded 300 million. The specific valuation is unclear and it may likely exceed hundreds of millions of dollars. SHUABAO operates under the name of an independent company, but the investment comes from JMEI. CEO Mr. Chen Ou has confirmed at the latest shareholders' meeting.
In addition, what is even more unacceptable is that Mr. Chen Ou might commit fraud during the privatization process:
2. On December 25, 2019, he held a Christmas shareholders meeting, verbally promised shareholders not to privatize the company, but instead to work hard to increase the company's actual stock price.
JMEI is a company registered in the Cayman Islands. I later learned that companies in the Cayman Islands are extremely beneficial to majority shareholders. They have almost unlimited powers. I would like to know from the SEC regulators
2. Are the above behaviors taken by Mr. Chen Ou during the privatization process suspected of misleading investors?
If Mr. Chen Ou has the above powers and ability, does it conflict with the "sacred and inviolable personal legal property" stipulated in U.S. law? If Mr. Chen Ou can still exercise his power in spite of the conflict, will he break any U.S. laws and regulations?
Although neither JMEI is a U.S. company nor am I a U.S. citizen, the stock is listed on NYSE, which is technically U.S. territory. Based on the "fairness and justice" principle shared by human civilization, can the SEC express its concern based on morality and legality? Imagine if Mr. Chen Ou completed the robbery, will there be more Cayman Islands companies to follow suit, then how many U.S. stock investors will suffer, and will the stock market in U.S. also become a jungle world?
Mr. Chen Ou has always appeared in the Chinese media as an "inspirational leader" and an "idol of young people". He graduated from Stanford and is a true elite. He has personally endorsed the company
The US stock market is strictly managed and the system is nearly perfect. In my opinion, this is one of the fairest and most equitable stock markets in the world.
Based on the above two reasons, I and other individual shareholders chose to invest in JMEI's stock. But the privatization has completely destroyed our hope. As individual shareholders, we are currently in despair. Mr. Chen Ou and JMEI has by far outpowered us in terms of money, power and resources, (when I wrote this letter, I felt great fear, because the complaint letter may cause Mr. Chen Ou to threaten small shareholders in terms of personal safety), I feel like a child wearing boxing gloves and being forced to compete with the world boxing champion Mike Tyson, and I hope SEC can stop this unfair game.
We are making our humble requests to SEC Regulators to take two actions:
1. To send a letter to JMEI within the rules and express concerns that the JMEI privatization process will be suspended until it is properly negotiated by both parties; and continue to pay attention to a series of actions that Mr. Chen Ou may take to lower the stock price if JMEI's privatization fails;
2. The vast majority of JMEI minority shareholders invest in JMEI with hard-working savings, hoping to pay back children
Fairness and justice are God
The Chinese have a saying: People are doing things, and God is watching. How I wish it is, Mr. Chen Ou is doing something, and the SEC is watching!
I can only speak simple English, so I wrote this letter in Chinese and asked a friend to translate it into English. I hope that the translation can accurately express itself.
If there is injustice on earth, I believe God will not turn a blind eye to it! In SEC, We trust!返回搜狐，查看更多