By Svea Herbst-Bayliss
作者：Svea Herbst-Bayliss
New York, Sept 9 (Reuters) - Investment Firm Daventry Group Has Urged Kinaxis Kxs.to to Put Itself up for Sale, Calling the Canadian Software Company a High Quality Asset That Many Buyers Would Pay a "Healthy Premium" to Own.
紐約，9月9日（路透社）— 投資公司達文特里集團已敦促Kinaxis kxs.to 將自己出售，稱這家加拿大軟件公司是許多買家需要支付 「可觀的溢價」 才能擁有的高質量資產。
Daventry, Which Has Been an Investor in Kinaxis Since March 2021, Told the Board of Directors That Years of Errors Have Caused the Supply Chain Management Software Maker to Be Undervalued but That New Owners Could Repair the Damage Quickly.
自2021年3月以來一直投資Kinaxis的達文特里告訴董事會，多年的錯誤導致這家供應鏈管理軟件製造商的估值被低估，但新所有者可以迅速修復損失。
Kinaxis' Problems Are Not Related to Its Products nor the Market, Daventry Wrote in a Letter Seen by Reuters, Noting That It Sells Some of the "Stickiest Software in the World."
達文特里在路透社看到的一封信中寫道，Kinaxis的問題與其產品或市場無關，並指出它銷售的是一些 「世界上最粘性的軟件」。
Rather the Issues Are "Self-Inflicted and Execution-Related," the Letter Said Laying Out How Kinaxis' Share Price Has Dropped Nearly 20% Since the End of 2020 While Its Rivals, Including Manhattan Associates, Have Seen Their Share Price Climb.
相反，這封信說，這些問題是 「自己造成的，與處決有關的」，它闡述了自2020年底以來，Kinaxis的股價如何下跌了近20％，而包括曼哈頓同業在內的競爭對手的股價卻在攀升。
"the Board Should Immediately Initiate a Sale Process and Allow Another Organization, Whether a Strategic or Financial
“董事會應立即啓動銷售程序，並允許其他組織，無論是戰略組織還是財務組織
Sponsor, That Understands How to Scale a Software Business to Finally Unlock Kinaxis's Value and Capitalize on Its Strong Competitive Positioning," the Letter Said.
贊助商，他們知道如何擴展軟件業務以最終釋放Kinaxis的價值並利用其強大的競爭地位，” 信中說。
A Company Representative Was Not Immediately Available for Comment.
公司代表沒有立即發表評論。
Daventry Group LP, Which Together With Its Affiliates, Beneficially Owns or Controls Approximately 1.4% of the Outstanding Stock of Kinaxis Inc.
達文垂集團有限責任公司及其附屬公司實益擁有或控制了Kinaxis Inc.約1.4％的已發行股票。
The Investment Firm Is Making Its Recommendation Just Weeks After the Company Said Long-Time CEO John Sicard Will Leave by Year's End. It Worries the Current Board and Its Chair Bob Courteau May Bungle Finding Sicard's Replacement.
該投資公司是在該公司表示長期首席執行官約翰·西卡德將於年底前離職僅幾周後提出建議的。令人擔憂的是，現任董事會及其主席鮑勃·庫爾託可能會在尋找西卡德的替代者時遇到麻煩。
Recent Executive Turnovers "Leave a Massive Vacuum in Leadership at Kinaxis Heading Into the Company's Most Important
最近的高管流動 “給Kinaxis的領導層留下了巨大的真空，進入了公司最重要的領導層
Selling Months of the Year, Making the Immediate Initiation of a Sale Process Imperative," the Letter Said.
信中說：「一年中的銷售月份，因此立即啓動銷售流程勢在必行。」
(Reporting by Svea Herbst-Bayliss; Editing by David Gregorio)
（Svea Herbst-Bayliss 報道；由 David Gregorio 編輯）
((Svea.herbst@Thomsonreuters.com; +617 233 2138; Reuters Messaging: Svea.herbst.thomsonreuters.com@Reuters.net))
((Svea.herbst@Thomsonreuters.com; +617 233 2138；路透社消息： Svea.herbst.thomsonreuters.com@Reuters.net))