Professional
Added to YB: 2025-03-13
Pitch date: 2025-03-05
ODET.PA [bullish]
Compagnie de l'Odet
-10.44%
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 1.5K
Price Target
N/A
Dividend
0.32%
EV/EBITDA
5.66
P/E
5.10
EV/Sales
2.90
Sector
Air Freight and Logistics
Category
N/A
Palm Harbour Capital Portfolio Holding: Compagnie de l'Odet
ODET.PA (holding update): Investment holding co controlled by Vincent Bolloré. Complex structure hiding value. Best way to realize hidden value as closest to Bolloré's holding co. Owns 70% of Bolloré SE (79.8% voting rights), which holds stakes in Vivendi, UMG, and cash. Only 6.9% for minority shareholders. Compelling upside on sum-of-parts basis.
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