Added to YB: 2025-09-30
Pitch date: 2025-09-28
BOL.PA [bullish]
Bolloré SE
-2.2%
current return
Author Info
Bos Invest is a Dutch investor using fundamental analysis and a total return approach. 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 4.72
Price Target
N/A
Dividend
1.66%
EV/EBITDA
5.11
P/E
30.28
EV/Sales
2.59
Sector
Entertainment
Category
value
My perspective on the Bollore Puzzle
BOL.PA: Trading below €5.5B net cash at €5.3B real market cap (60% circular ownership reduces €13.2B nominal cap). Get €7.8B UMG stake (17.7%) + €3.4B Vivendi assets free. Vincent Bollore master capital allocator, strong institutional holders (Yacktman 7%). Risks: minority shareholder treatment, complex structure.
Read full article (6 min)