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"$BOL.PA $ODET.PA $UMG.AS $VIV.PA At 4.70/share.#Bollore now on a XX% FV discount"
X Link @Wexboy_Value 2025-09-19T18:36Z 9431 followers, 1465 engagements
"Bollore $BOL.PA relative underperformance to its own proxy $ODET.PA and its main value constituents $UMG.AS and $VIV.PA is comical - on the order of 20-50% over the last X years. Vincent and his little bastards are gunning for the squeeze-out; the reversion will be explosive"
X Link @Reignots 2025-09-09T13:00Z 1110 followers, 3991 engagements
"$UMG.AS $BOL.PA $VIV.PA #musicrights valns & invt continue to escalate looks like Searchlight Capitals $400M invt in Chord Music Partners - in which #UniversalMusic is a cornerstone investor - is part of a much larger multi-BILLION cap raise:"
X Link @Wexboy_Value 2025-08-14T16:36Z 9431 followers, 1739 engagements
"@Reignots It would be great if $BOL.PA took the opportunity to merge the galaxy much like they did with the two Ex-Rivaud companies before the take-out offers. This would take little cash leaving dry-powder for Vivendi $VIV.PA once there is a final decision from the AMF"
X Link @SpecSitsCapMgmt 2025-08-06T23:52Z 3729 followers, XXX engagements