Professional
Added to YB: 2026-05-15
Pitch date: 2026-04-14
BOL.PA [neutral]
Bolloré SE
+6.08%
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 14.8B
Pitch Price
EUR 4.97
Price Target
N/A
Dividend
1.52%
EV/EBITDA
36.45
P/E
44.81
EV/Sales
3.21
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
East 72 Dynasty Trust Portfolio Holding: Bolloré SE
BOL.PA (holding update): €5.6B cash + €5.6B UMG stake (18%) = €4.03/share (no self-control adj). €1.50 special div absorbs €4.2B but self-control loop returns ~€2.3B via 71% owner Odet. Ackman's Pershing pitches UMG deal: €2.5B inject, gear up, sell Spotify stake, cancel 17% UMG at €5.05/share for SPARC swap; implies €22/UMG buyback (low vs Odet's €27.50 sale). If Bolloré negotiates better terms, retains control via 17.2% stake, deal repays Vivendi debt. Trades mid-teens liquidation value; Paris court case 22 May could clarify path. Group buying back shares.
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