Added to YB: 2026-04-14
Pitch date: 2026-04-10
ODET.PA [neutral]
Compagnie de l'Odet
-1.03%
current return
Author Info
No bio for this author
Company Info
Compagnie de l'Odet engages in energy, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries.
Market Cap
EUR 5.8B
Pitch Price
EUR 1.4K
Price Target
N/A
Dividend
0.35%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Air Freight and Logistics
Category
special_situation
Theodosian Capital | Stocks Update 10/4/2026 - ODET – Pershing Square and UMG
ODET.PA (update): PSH's non-binding bid for UMG at €30.40/share (€5.05 cash + 0.77 New UMG shares) assumes heroic PE rerating from 16x to 25x post-US listing. UMG closed €19.06 (market skeptical). Warner Music trades 16x in line w/ UMG. Bolloré/Odet own 18.51%, Vivendi 13.43%. ODET at €1,374, <50% NAV.
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