Author Topic: VIV.PA Vivendi (ADR: VIVHY)  (Read 18722 times)



LowIQinvestor

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Re: VIV.PA Vivendi (ADR: VIVHY)
« Reply #41 on: September 27, 2018, 08:23:55 AM »
We think 50% of UMG will be sold very soon to a large tech co.

Don't think the market has yet to appreciate the value of UMG within VIVHY.

Spotify is currently worth $33B!

We will soon know what UMG is valued at.

LowIQinvestor

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Re: VIV.PA Vivendi (ADR: VIVHY)
« Reply #42 on: December 28, 2018, 09:32:04 AM »
UMG sale happening 1st half 2019.
I hope/think that Liberty ( John Malone ) buys 50%. Good strategic partner given LiveNation, Sirius XM & Pandora.

Still very bullish on VIVHY especially now with an upcoming catalyst to unlock UMG value.

Vivendi breakup?
https://www.breakingviews.com/considered-view/vincent-bollore-will-break-up-vivendi/

LowIQinvestor

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Re: VIV.PA Vivendi (ADR: VIVHY)
« Reply #43 on: May 23, 2019, 11:22:25 AM »
share buyback program for 5% of the share capital at a maximum price of €25 per share
https://www.vivendi.com/en/investment-analysts/press-releases/vivendi-supervisory-board-update/

LowIQinvestor

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Re: VIV.PA Vivendi (ADR: VIVHY)
« Reply #44 on: May 31, 2019, 11:16:43 AM »
"Vivendi, a media behemoth in which Bolloré sa owns a 26% stake worth around €8bn, has been a mixed bag. Mr Bolloré took control of the group in 2014, fulfilling a long-rumoured ambition to become a media baron. Universal Music Group, which is wholly owned by Vivendi but run at arm’s length from California, has prospered as streaming revenues from Lady Gaga, u2 and its other stars have soared. Its value is thought to have swelled from $8bn in 2014 to $30bn—more or less Vivendi’s market capitalisation."

Assessing Vincent Bolloré
Untangling a French tycoon’s complicated legacy
https://www.economist.com/business/2019/05/30/assessing-vincent-bollore