[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @SpecSitsCapMgmt Special Sits Capital Mgmt Special Sits Capital Mgmt posts on X about $bolpa, $vivpa, $odetpa, $umgas the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1059877779632766976/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +49% - X Year XXXXXXX +187% ### Mentions: XX [#](/creator/twitter::1059877779632766976/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +34% - X Year XXX +59% ### Followers: XXXXX [#](/creator/twitter::1059877779632766976/followers)  - X Week XXXXX +0.36% - X Month XXXXX +4.10% - X Months XXXXX +50% - X Year XXXXX +92% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1059877779632766976/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [$bolpa](/topic/$bolpa) #2, [$vivpa](/topic/$vivpa) #3, [$odetpa](/topic/$odetpa) #4, [$umgas](/topic/$umgas) #5, [lg](/topic/lg) #781, [$051910ks](/topic/$051910ks) #1, [$003550ks](/topic/$003550ks) #779, [$bolfp](/topic/$bolfp) #1, [market cap](/topic/market-cap) #1150, [$cbdgpa](/topic/$cbdgpa) #2 **Top accounts mentioned or mentioned by** [@acapitallp](/creator/undefined) [@reignots](/creator/undefined) [@bestinvestorevr](/creator/undefined) [@east72dynasty](/creator/undefined) [@business](/creator/undefined) [@billackman](/creator/undefined) [@umg](/creator/undefined) [@foxcastlehold](/creator/undefined) [@stephanedubail](/creator/undefined) [@dlitten4](/creator/undefined) [@mxschumacher](/creator/undefined) [@abroninvestor](/creator/undefined) **Top assets mentioned** [Allegro MicroSystems, Inc. Common Stock (ALGM)](/topic/$algm) [SATS (Ordinals) (SATS)](/topic/$sats) ### Top Social Posts Top posts by engagements in the last XX hours "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](https://x.com/SpecSitsCapMgmt/status/1824553941956223037) 2024-08-16T21:08Z 3919 followers, 6089 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](https://x.com/SpecSitsCapMgmt/status/1821974912518779338) 2024-08-09T18:20Z 3920 followers, 6000 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](https://x.com/SpecSitsCapMgmt/status/1947424461902274962) 2025-07-21T22:32Z 3919 followers, 4345 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](https://x.com/SpecSitsCapMgmt/status/1968660913751310733) 2025-09-18T12:58Z 3920 followers, 8112 engagements "@Reignots Ackman might actually solve a problem for the group by buying $UMG.AS from $VIV.PA and allowing for a stronger balance sheet post-Multichoice acquisition and pre-breakup" [X Link](https://x.com/SpecSitsCapMgmt/status/1811214019618873360) 2024-07-11T01:40Z 3919 followers, XXX engagements "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](https://x.com/SpecSitsCapMgmt/status/1834291889291342034) 2024-09-12T18:04Z 3919 followers, 10.9K 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](https://x.com/SpecSitsCapMgmt/status/1901939426617401539) 2025-03-18T10:11Z 3918 followers, XXX 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](https://x.com/SpecSitsCapMgmt/status/1901970752108146793) 2025-03-18T12:15Z 3919 followers, 6866 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" [X Link](https://x.com/SpecSitsCapMgmt/status/1943689710058033418) 2025-07-11T15:11Z 3919 followers, 1389 engagements "Universal Music Group $UMG.AS Submits Draft Registration Statement for a Proposed U.S. Public Offering. UMG will not receive any proceeds from the sale of ordinary shares by the selling shareholders" [X Link](https://x.com/SpecSitsCapMgmt/status/1947417527409381847) 2025-07-21T22:04Z 3917 followers, 1316 engagements "Cyrille Bollore resigns from $UMG.AS board with immediate effect" [X Link](https://x.com/SpecSitsCapMgmt/status/1949761143993754014) 2025-07-28T09:17Z 3919 followers, 1873 engagements "Bollore $BOL.PA has decided to appeal the decision by the AMF to require a mandatory offer for Vivendi $VIV.PA" [X Link](https://x.com/SpecSitsCapMgmt/status/1949983476654002477) 2025-07-29T00:01Z 3919 followers, 1888 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](https://x.com/SpecSitsCapMgmt/status/1968671447309582487) 2025-09-18T13:40Z 3919 followers, 2713 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](https://x.com/SpecSitsCapMgmt/status/1978475954348470776) 2025-10-15T15:00Z 3919 followers, 1565 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](https://x.com/SpecSitsCapMgmt/status/1981105097712291876) 2025-10-22T21:07Z 3919 followers, 2657 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](https://x.com/SpecSitsCapMgmt/status/1988022964806447228) 2025-11-10T23:16Z 3919 followers, 1051 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](https://x.com/SpecSitsCapMgmt/status/1993079500297433579) 2025-11-24T22:09Z 3918 followers, 3687 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](https://x.com/SpecSitsCapMgmt/status/1994222424364085638) 2025-11-28T01:50Z 3919 followers, 3731 engagements "@ACapitalLP The implied valuation of SpaceX was actually $XXX bi or $XXX per share (as per filings). $SATS received XXX% of the company. At $XXX bi its stake would be valued at $XXXX bi" [X Link](https://x.com/SpecSitsCapMgmt/status/1997024581836538083) 2025-12-05T19:25Z 3917 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SpecSitsCapMgmt Special Sits Capital Mgmt
Special Sits Capital Mgmt posts on X about $bolpa, $vivpa, $odetpa, $umgas the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +49%
- X Year XXXXXXX +187%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +34%
- X Year XXX +59%
Followers: XXXXX #
- X Week XXXXX +0.36%
- X Month XXXXX +4.10%
- X Months XXXXX +50%
- X Year XXXXX +92%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% technology brands XXXXX% travel destinations XXXX% automotive brands XXXX% cryptocurrencies XXXX% stocks XXXX%
Social topic influence $bolpa #2, $vivpa #3, $odetpa #4, $umgas #5, lg #781, $051910ks #1, $003550ks #779, $bolfp #1, market cap #1150, $cbdgpa #2
Top accounts mentioned or mentioned by @acapitallp @reignots @bestinvestorevr @east72dynasty @business @billackman @umg @foxcastlehold @stephanedubail @dlitten4 @mxschumacher @abroninvestor
Top assets mentioned Allegro MicroSystems, Inc. Common Stock (ALGM) SATS (Ordinals) (SATS)
Top Social Posts
Top posts by engagements in the last XX hours
"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 3919 followers, 6089 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 3920 followers, 6000 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 3919 followers, 4345 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 3920 followers, 8112 engagements
"@Reignots Ackman might actually solve a problem for the group by buying $UMG.AS from $VIV.PA and allowing for a stronger balance sheet post-Multichoice acquisition and pre-breakup"
X Link 2024-07-11T01:40Z 3919 followers, XXX engagements
"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 3919 followers, 10.9K 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 3918 followers, XXX 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 3919 followers, 6866 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"
X Link 2025-07-11T15:11Z 3919 followers, 1389 engagements
"Universal Music Group $UMG.AS Submits Draft Registration Statement for a Proposed U.S. Public Offering. UMG will not receive any proceeds from the sale of ordinary shares by the selling shareholders"
X Link 2025-07-21T22:04Z 3917 followers, 1316 engagements
"Cyrille Bollore resigns from $UMG.AS board with immediate effect"
X Link 2025-07-28T09:17Z 3919 followers, 1873 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 3919 followers, 1888 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 3919 followers, 2713 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 3919 followers, 1565 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 3919 followers, 2657 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 3919 followers, 1051 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 3918 followers, 3687 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 3919 followers, 3731 engagements
"@ACapitalLP The implied valuation of SpaceX was actually $XXX bi or $XXX per share (as per filings). $SATS received XXX% of the company. At $XXX bi its stake would be valued at $XXXX bi"
X Link 2025-12-05T19:25Z 3917 followers, XXX engagements