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"I have to say Bollore $BOL.PA $BOIVF is trading in recent days like a capital announcement coming. Could be a pre $UMG US listing move but the cash pile with the sell-down is going to be upper single digit billions. If they tender at 2023 offer ($7 todays FX) thats a XX% gap-up. 🤷"
X Link @Reignots 2025-10-01T23:21Z 1107 followers, XXX engagements
"Bollore $BOL.PA relative underperformance to its own proxy $ODET.PA and its main value constituents $UMG.AS and $VIV.PA is comical - on the order of 20-50% over the last X years. Vincent and his little bastards are gunning for the squeeze-out; the reversion will be explosive"
X Link @Reignots 2025-09-09T13:00Z 1110 followers, 3992 engagements
"Immediately catches an upgrade 🤔 $UMG.AS $UMGNF $BOL.PA $BOIVF (full value is like XX EUR on Bollore fwiw if they ever unwind this shit control loop bullcrap)"
X Link @Reignots 2025-09-08T23:22Z 1110 followers, XXX engagements
"It's absolutely comical to me how shittily UMG $UMG.AS $UMGNF (and transitively Bollore $BOL.PA $BOIVF) trades with KPDH absolutely crushing the charts especially when so much high-margin merchandise revenues are coming their way. Do people think Sony owns this And not realize the Hybe/JYP/SM distribution agreements give UMG a global monopoly on kpop"
X Link @Reignots 2025-09-08T21:10Z 1110 followers, 1205 engagements