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Added to YB: 2026-06-09

Pitch date: 2026-06-05

ODET.PA [neutral]

Compagnie de l'Odet

-1.37%

current return

Author Info

No bio for this author

Company Info

Compagnie de l'Odet engages in oil, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries.

Market Cap

EUR 6.1B

Pitch Price

EUR 1.4K

Price Target

N/A

Dividend

0.33%

EV/EBITDA

34.01

P/E

31.04

EV/Sales

3.13

Sector

Air Freight and Logistics

Category

value

Show full summary:
Theodosian Capital | Stocks Update 5/6/2026 - ODET – Bill bails

ODET.PA (update): Ackman sold €1.4bn UMG stake at €17.66 (vs €18.455 trading), removing overhang—positive for Bolloré galaxy. Odet owns 71% of Bolloré SE (18.5% UMG); Vivendi adds 13.4%. Watch for opportunistic UMG buys. Odet trades 50%+ discount to NAV, fortress balance sheet, attractive assets.

Read full article (1 min)