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@SpecSitsCapMgmt Avatar @SpecSitsCapMgmt Special Sits Capital Mgmt

Special Sits Capital Mgmt posts on X about $bolpa, $vivpa, $cbdgpa, $odetpa the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% technology brands XX% automotive brands XXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence $bolpa #2, $vivpa #4, $cbdgpa #2, $odetpa #2, lg #831, $051910ks #1, $003550ks #829, $fmoncpa #1, $ocias 6.67%, future XXXX%

Top accounts mentioned or mentioned by @reignots @acapitallp @bestinvestorevr @east72dynasty @business @yannickbollore @foxcastlehold @dlitten4 @mxschumacher

Top assets mentioned MGM Resorts International (MGM) Allegro MicroSystems, Inc. Common Stock (ALGM)

Top Social Posts

Top posts by engagements in the last XX hours

"Believe ir or not: the Bollor galaxy is tightening further with buyout offers and squeeze-outs for most of the remaining Ex-Rivaud companies after the on-going mergers. By YE the picture will be significantly simplified. $BOL.PA $CBDG.PA $FMONC.PA $ARTO.PA"
X Link 2024-09-12T18:04Z 3916 followers, 10.9K engagements

"With Vivendi $VIV.PA up XX% YTD and Bollore $BOL.PA down XX% YTD it seems the market has already priced the possibility of a mandatory offer for VIV without considering the potential implications for BOL. For instance if the offer is done at or close to NAV but is paid with Bollore shares (based on a NAV for NAV exchange ratio) the upside for BOL shareholder may be higher since the shares trade at a much higher discount than VIV. I see VIV trading at a XX% discount to SOTP whereas BOL trades at XX% (adjusted for the control-loop)"
X Link 2025-07-21T22:32Z 3916 followers, 4348 engagements

"Bollore $BOL.PA has decided to appeal the decision by the AMF to require a mandatory offer for Vivendi $VIV.PA"
X Link 2025-07-29T00:01Z 3916 followers, 1892 engagements

"The liquidation of $OCI.AS could be interesting. There is 60%+ upside assuming no future acquisitions (not a certainty) full distribution of the cash a Dutch liquidation tax of XX% (best guess) and the stub (EU Nitrogen ex-terminal) sold as a going concern. Worth following"
X Link 2024-10-28T15:51Z 3916 followers, 1887 engagements

"@East72Dynasty @business VB has a clear intent IMO. If he is allowed to get away with the ex-Rivaud squeeze-out he will do the same to $ODET.PA. The simplification of the galaxy will happen but not in the manner and timing everyone expects unfortunately"
X Link 2025-03-18T10:11Z 3916 followers, XXX engagements

"For 2025 the board of new Vivendi should put in place a Prosus-style $PRX.AS buyback scheme through which they would sell some 100-200 m/year of $UMG.AS and buy back $VIV.PA stock. This would create value for shareholders by monetizing the current NAV discount. @YannickBollore"
X Link 2025-01-01T17:39Z 3918 followers, 4074 engagements

"Doing a deep-dive on $MGM. It seems cheap If you take their MCap of $XXXX bi deduct $XXX bi from their XX% stake in MGM China $2282.HK another $XXX bi for their XX% stake in BetMGM which will have $XXX bi (2x revs) in revenues this year with EBITDA of at least $150M deduct another $XXX bi for MGM Digital which has $600M in revenues (2x revs) and comprises the operations of LeoVegas in Europe and XXXX% stake in BetMGM Brazil a JV with the largest local media group Globo. You then add back MGM LasVegas/Regionals debt of $XXX bi and see MGM LasVegas/Regionals trading at 2.2x its $XXX bi"
X Link 2025-08-23T14:57Z 3917 followers, 3870 engagements

"With the decline in Bollor $BOL.PA stock Compagnie LOdet $ODET.PA has bought 6.9mm shares (0.25%) of BOL in the last few days according to recent filings. This together with other movements in the galaxy give the impression that we are approaching a tipping point. 🧶1/3"
X Link 2024-08-09T18:20Z 3917 followers, 6001 engagements

"Previously Bollore $BOL.PA had announced two mergers among the ex-Rivaud companies deep within the galaxy. $CBDG.PA $FMONC.PA 3/3"
X Link 2024-08-09T18:20Z 3916 followers, 1179 engagements

"Given sizable stock purchases recently I tried to pencil what a merger of LOdet $ODET.PA and Bollore $BOL.PA would look like. It can in fact be done easily ensuring control (53%+ of shrs) and increasing visibility of $BOL.PA as the only listed vehicle of VB"
X Link 2024-08-16T21:08Z 3917 followers, 6090 engagements

"Why would Bollore $BOL.PA omit the stakes in the ex-Rivaud Cos and the whole control loop As far as I know the ex-Rivaud are still listed arent they Why not publish a clear NAV as Vivendi $VIV.PA did recently Why the Co doesnt make any effort to show its undervaluation"
X Link 2025-03-18T12:15Z 3916 followers, 6882 engagements

"Once again there is movement in Exor $EXO.AS the holdco of the Agnelli family. The family is said to be mulling the sale of Iveco to Tata Motors. The company is already in the process of carving out its defense business for sale or spinoff. Exor currently trades at a discount of XX% to its NAV"
X Link 2025-07-18T13:40Z 3916 followers, 3128 engagements

"Revisiting Bollor $BOL.PA $BOL.FP after 1H25 results: Net cash at EUR5.5 bi is now higher than the market cap adjusted for the control loop at EUR5.3 bi. The adjusted NAV discount is now at 69%"
X Link 2025-09-18T12:58Z 3916 followers, 8134 engagements

"Also updating my SOTP valuation for Exor $EXO.AS $EXO.NA after the 1H25. At almost XX% the discount looks extremely attractive. Note at Exor has agreed to sell Iveco in two separate transactions to Leonardo and Tata Group so pro-forma cash would be close to EUR3 bi"
X Link 2025-09-18T13:40Z 3916 followers, 2718 engagements

"Sanken Electric $6707.JT (Japanese manufacturer of automotive chips) holds a XXXX% stake in Allegro MicroSystems $ALGM worth $XXXX bi at current prices. Sanken has a MCap of $XXX M other assets worth $XXX M and a net debt of $XXX M after buying back XX% of its outstanding shares in the last year. Nav discount would be XX% today. After its 14-month lock-up has ended there is pressure from activist investors to sell Allegro and renew its buyback program. I would expect news on that front soon given the discount"
X Link 2025-10-15T15:00Z 3916 followers, 1575 engagements

"Interesting event-driven idea: UK-based activist investor Palliser has disclosed a position in LG Chem Ltd $051910.KS and is pressuring the co into adopting measures to address its significant NAV discount which the investment-firm places at 74%. LG Chem owns XX% of LG Energy Solution $373220.KS a stake valued at $XX bi in the market. Meanwhile LG Chem had a market cap of only $XX bi"
X Link 2025-10-22T21:07Z 3916 followers, 2663 engagements

"LG Chem $051910.KS hires law firm to engage with activist investor on proposed measures to tackle the companys huge NAV discount"
X Link 2025-11-10T23:16Z 3916 followers, 1059 engagements

"Together with this purchase of $CBDG.PA shares the merger of Socit Bordelaise Africaine and Socfrance was also announced an additional simplification step within the Bollore $BOL.FP $BOL.PA Galaxy"
X Link 2025-11-24T22:09Z 3916 followers, 3753 engagements

"LG Chem $051910.KS has updated its value-up plan which calls for a reduction in the LG Energy Solutions $373220.KS stake from XX% to XX% over the mid-to-long-term. This is bullish for LG Chems XX% NAV discount which mostly reflect its LGES stake. X% of LGES would fetch KOW8.7 tri over 1/3 of LG Chems MCap"
X Link 2025-11-28T01:50Z 3917 followers, 3774 engagements

"Looking back at my work on $OCI.AS $OCI.NA my approach was not totally wrong. What I got right: 1) a residual valuation for the Rotterdam Terminal (even though I was optimistic) 2) a Dutch Dividend/Liquidation Tax once all paid-in capital had been repaid. What I got wrong: 1) The full liquidation scenario: In the end the controlling family chose to merge what was left of OCI into another family-controlled company once large capital distributions had been made. 2) a pretty much forced merger with an UAE-listed company which for a company with a large small investor following was deadly"
X Link 2025-12-12T02:55Z 3916 followers, 1832 engagements