Professional
Added to YB: 2024-10-18
Pitch date: 2024-10-17
BOL.PA [bullish]
Bolloré SE
-19.79%
current return
Author Info
No bio for this author
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 5.80
Price Target
16.00 (+246%)
Dividend
1.66%
EV/EBITDA
5.11
P/E
30.28
EV/Sales
2.59
Sector
Entertainment
Category
special_situation
East 72 Dynasty Trust Portfolio Holding: Bolloré SE
BOL.PA: Bolloré galaxy restructuring, privatizing key holding cos. Implied Odet value €2,200/share via Artois offer. Potential Odet squeeze-out at €3,000/share (~€10/Bolloré). €6B cash for buybacks. Roll-up to Financière V level likely. 2025 target for Odet privatization. Risks: shareholder discontent, valuation disputes.
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