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@SpecSitsCapMgmt "@diegobmilano @Loran58082375 Now they know that they have to value the shares closer to NAV (per ex-Rivaud offer). In that sense if they offer $BOL.PA for $VIV.PA they can monetize the larger discount that BOL has and have more VIV"
@SpecSitsCapMgmt on X 2025-07-18 13:17:46 UTC 3351 followers, XXX engagements

"$VEON could be allowed to bid for and merge with govt-owned Mobiuz the fourth largest mobile operator in Uzbekistan. Beeline as Veon Ltd is commercially known in the country is the largest mobile operator in that market. The govt intends to raise US$300M from the sale. Mobiuz is said to have reported EBITDA of US$41M in 2024"
@SpecSitsCapMgmt on X 2025-07-16 19:56:29 UTC 3351 followers, 1568 engagements

"In a turn of events on the same day of the AMF decision the EU Commission has informed Vivendi $VIV.PA of its preliminary view that the company jumped the gun on the Vivendi/Lagardere transaction. Vivendi now has the possibility to reply to the Commissions concerns. But the statements make it clear that the commission is in possession of evidence suggesting the wrongdoing. No fine has been set but it could reach up to XX% of global turnover"
@SpecSitsCapMgmt on X 2025-07-18 16:33:53 UTC 3355 followers, XXX 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"
@SpecSitsCapMgmt on X 2025-07-18 13:40:18 UTC 3355 followers, 1303 engagements

"@Loran58082375 @diegobmilano Maybe not. AMF said they dont have power to enforce the obligation of a buyout in other markets. It seems for now the offer would be extended only to VIV itself"
@SpecSitsCapMgmt on X 2025-07-18 16:04:23 UTC 3351 followers, XX engagements

"@DutchInvestors I dont know exactly what financials you are looking at but I get very different numbers for $PHIA.AS. Quickly browsing through my BBG terminal I see Revenues of EUR18 Bi and EBIT of EUR2 Bi in 2024. Exor $EXO.AS invested in the company last year"
@SpecSitsCapMgmt on X 2025-07-11 13:15:53 UTC 3353 followers, XXX engagements

"@statarbed After the payback of the old govt loans (in the form of a buyback of preferred shares) at the end of this month yes That is why they sold their XX% stake in SBI Sumishin Net Bank and issued new shares to NTT"
@SpecSitsCapMgmt on X 2025-07-18 16:07:06 UTC 3351 followers, XX engagements

"Unless it was all planned and they really tested the waters with what they could and couldnt do both in the ex-Rivaud and $VIV.PA moves. Now they know much better what they can do to unite all shareholders under the same umbrella and keep control. At a discount of XX% I am actually feeling bullish about $BOL.PA. That is where I see most meat on the bone right now. Especially with todays move in Viv"
@SpecSitsCapMgmt on X 2025-07-18 13:10:07 UTC 3351 followers, XX engagements

"Thought about buying Campari $CPR.MI for a moment. 🤣🤣🤣"
@SpecSitsCapMgmt on X 2025-06-23 23:01:52 UTC 3354 followers, 2088 engagements

"On the other hand the company is investing to become more than a telco with investments in healthtech and ride-hailing services. With virtually no debt after the SPAC deal the company could become a growth vehicle for Ukraine. I am not sure that is a 4X ebitda valuation despite currency risk"
@SpecSitsCapMgmt on X 2025-07-21 12:53:22 UTC 3355 followers, XXX engagements

"Market today focused on the Telecom Italia $TIT.IM (not) sale and its impact on $VIV.PA. But impact of good news on Lagardere is two-fold: 1) payback of XXX M loans to $MMB.PA and 2) reduction in the potential liability related to the put option held by $MMB.PA shareholders"
@SpecSitsCapMgmt on X 2025-02-14 12:07:06 UTC 3353 followers, 1028 engagements

"SBI Holdings $8473.JT $SBHGF consolidated subsidiary SBI Shinsei Bank has filed a listing application with the Tokyo Exchange in preparation for its upcoming IPO. SBI Shinsei Bank had Y84 bi in net income last year and the IPO could fetch a valuation of some Y1.5 tri according to Reuters. Thats an implied P/E lower than that of SBI Sumishin Net Bank which was recently sold to NTT DoCoMo and would represent a MCap similar to the total Mcap of SBI Holdings currently"
@SpecSitsCapMgmt on X 2025-07-11 15:11:53 UTC 3353 followers, 1086 engagements