Author Topic: BOL.PA - Bollore  (Read 38621 times)

LowIQinvestor

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Re: BOL.PA - Bollore
« Reply #10 on: March 02, 2015, 11:19:19 AM »
Just out: "Bollore raises Vivendi (VIVHY) stake to 8.15 pct"

http://in.reuters.com/article/2015/03/02/bollore-vivendi-idINL5N0W44WB20150302


jeyfox

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Re: BOL.PA - Bollore
« Reply #11 on: July 29, 2015, 02:27:05 AM »
Hi,
Bolloré issued a 6 year 450 MEUR bond with a 2,875% interest rate. We will see what he will do with the additional cash.
His stake in Vivendi is now at 14,5%.
Nice stake in Telecom Italia also.
Cheers!
Jeremy
Long Bolloré galaxy.

 

jeyfox

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Re: BOL.PA - Bollore
« Reply #12 on: July 29, 2015, 03:43:11 PM »
Hi,
Vivendi (of which 14,5% is owned by Bolloré) now also has 0,95% of Telefonica. They got this share by swapping 3,5% of Telefonica Brasil. It seems that they wish to focus their attention on Europe.
A long time before the Muddy Waters report, a french investment firm had investigated thoroughly this complex galaxy and understands it's complexity: Moneta Asset Management (I do not work for them).
Cheers!
Jeremy
Long Bolloré galaxy.

Phaceliacapital

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Re: BOL.PA - Bollore
« Reply #13 on: July 30, 2015, 12:08:10 AM »
I thought Vivendi had 14.9% of Telefonica?
The harder you work, the luckier you get.

jeyfox

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Re: BOL.PA - Bollore
« Reply #14 on: July 30, 2015, 03:07:43 AM »
Hi,
I double checked: I confirm that Vivendi has 14,9% of Telecom Italia, 0,95% of Telefonica.
They got their 14,9M of Telecom Italia through the sale of GVT to Telefonica. Telfonica being an indirect shareholder of Telecom Italia.
Today Vivendi announced that they sold on the market the balance of their holdings in Telefonica Bresil. They got 877 MUSD through this transaction.
Cheers!
Jeremy
Long Bolloré Galaxy.
No holdings in Vivendi.

Phaceliacapital

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Re: BOL.PA - Bollore
« Reply #15 on: July 31, 2015, 02:47:28 AM »
Woops I read your telefonica as Italia, my bad!
The harder you work, the luckier you get.

giofranchi

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Re: BOL.PA - Bollore
« Reply #16 on: July 31, 2015, 04:26:47 AM »
jeyfox,
your web site seems to be quite interesting!

What about those who do not speak French? ;)

Cheers,

Gio
Portfolio: AAPL, AMZN, BABA, BOSS, BRK.B, FB, FFH, FIH.U, FINX, FWONA, GOOG, IBB, JPM, LBRDA, MKL, NKE, QQQ, SFTBF, SMH, TCEHY, V, XBI, XT

bookie71

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Re: BOL.PA - Bollore
« Reply #17 on: July 31, 2015, 09:11:15 AM »
Google will translate.
Always remember, Pigs get fat and hogs get slaughtered.

jeyfox

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Re: BOL.PA - Bollore
« Reply #18 on: August 28, 2015, 09:47:21 AM »
Hi,
first half results are published for Bolloré.
The numbers seem good to me:
-Sales: up 5% (flat on on constant exchange rate).
- EBITDA is ate 536 MEUR up 17%. Transport and logistics (thanks to Africa) and communications (thanks to Havas) did well.
- EBIT: up 11% at 338 MEUR.
- Net profit: 552 MEUR and took advantage of the dividend's paid by Vivendi.
There is an option given to use the interim dividend to acquire some Bolloré stock at 4,35 euros.
Blue Solutions published it's first positive EBIT (3,6 MEUR during the first semester) which is explained by an increase in the sale batteries (+35,3% due to the Bluecar and to Bluestorage) and a decrease in the manufacturing cost of goods sold.
Cheers!
Jeremy
Long Bolloré galaxy.

 

Phaceliacapital

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Re: BOL.PA - Bollore
« Reply #19 on: May 13, 2016, 03:16:03 AM »
Anyone looking at this atm?

Looks like commodity cycle in Africa has finally catched up with them in T&L.. ?
The harder you work, the luckier you get.