Notes, Q&A and thoughts

A producer of aluminum based products with a vertical integration The company was created in 1923 by Alfred Ollier. In 1987 the company was taken over by its employees. At the same time Christian...

Market cap : 23,5 M€ Net cash position: 20,6 M€ Share price: 6,3 € Trilogiq is famous among French investors as being very cheap with a 20,6 M€ net cash position for a 23,5 M€ market cap (with a 6,3€...

So we know that Vivendi did an initial offer to buy Lagardère at 25 € (25,5 € with the dividend) and that there is a subsidiary offer at 24,1€ until the 15th of December 2023. This is the floor...

Here is my attempt to value Vivendi which is an important asset for Bolloré. For the major holdings, I tried to give them a very conservative fair value and not stick to the market price. Valuation...