Added to YB: 2026-06-12
Pitch date: 2026-06-10
BOL.PA [neutral]
Bolloré SE
Author Info
Andrew Brown manages Dynasty Trust - a wholesale unit trust investing ONLY in public companies with controlling shareholders. Sign up for the 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 15.2B
Pitch Price
EUR 5.40
Price Target
N/A
Dividend
1.48%
EV/EBITDA
37.97
P/E
46.00
EV/Sales
3.35
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Vincent and his sons: armed and dangerous, or simply playing with old toys? - Bolloré SE
BOL.PA (overview): Bolloré complex play—Odet receives €3bn special dividend, retains €1.2bn dry powder. Family using JV vehicles to accumulate Havas (53%) & Louis Hachette (ALHG) at €1.75/share, where Prisma valued at zero, trading in line w/ Lagardère (MMB) stake. MMB undervalued at €18.64 vs Vivendi's prior €24 offer. Unresolved Vivendi litigation may force bid. Family cash-rich, watch summer M&A. Odet AGM Jun 17.
Read full article (3 min)