Discussion about this post

User's avatar
alf's avatar
Jan 25Edited

everybody knows about the web of cross share ownership ownership in the bollore family so Im not sure that simplifying that will revalue the share price. maybe. but it cannot be that the reason of the discount is the lack of understanding of the share structure, there are a gazillion posts about the topic. it is basically the thesis of every fund manager who invests in Bollore. I think sp may go up 10-20% on the hype if some simplification happens and then will return to where it was before the announcement. Something like this happened with the last announcements in 2024, a bit of hype and then nothing.

Expand full comment

No posts