Professional
Added to YB: 2024-08-21
Pitch date: 2024-08-18
BOL.PA [bullish]
Bolloré SE
-19.1%
current return
Author Info
The Superinvestors of Augustusville runs a small family office and shares pitches for their investments. Sign up for their newsletter.
Company Info
Bolloré SE engages in the transportation and logistics, communications, and industry businesses in France, rest of Europe, the Americas, the Asia-Pacific, and Africa.
Market Cap
EUR 13.5B
Pitch Price
EUR 5.71
Price Target
14.76 (+219%)
Dividend
1.66%
EV/EBITDA
5.11
P/E
30.28
EV/Sales
2.59
Sector
Entertainment
Category
value
Bolloré SE - $BOL.PA
BOL.PA: €14.76 PT, 61% upside. Sold logistics for €4.85B, Vivendi 4-way split, Lagardère takeover. Simplifying structure, active buybacks. UMG core holding, recent dip. SOTP: €23.55/sh for Odet. €6B cash at Bolloré SE for potential buybacks/investments. Risks: complex structure, capital allocation decisions.
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