Author Topic: BOL.PA - Bollore  (Read 45942 times)

John Hjorth

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Re: BOL.PA - Bolloré SA
« Reply #90 on: November 06, 2018, 08:43:50 AM »
From the "What are you buying today?" topic today:

I've bought trackers in the following companies:

Bolloré SA [CoBF Investment Ideas topic] [Company Website] For my part, ODET.PA has to wait for now, ...


John,

My concern with Bollore is what happens after Vincent Bollore retires? Does he have the depth of management in place that BRK does?  Look forward to your thoughts.

cheers
Zorro

Zorrofan,

Right now, I'm unopinionated on that matter, because of lack of knowledge [<-rb has posted recently, that he thought I would do well in politics [ : - D ] - It translates to "I don't know."].

The only thing that I right now feel confident about, is that I will be entertained by studying Vincent Bolloré's doings in hindsight after reading the Wikipedia article about him. [I think it was the French one, that was the best.] It's about going basically from zero to where he is today with BOL.PA [& ODET.PA]. I simply can't help but admire deeply such an achievement.

On my way I'll post my comments & observations here ... - perhaps we can get this topic going again. [I sure understand why some of our fellow board members have pulled their feelers here.]


Your concerns appear both relevant and important.
« Last Edit: November 06, 2018, 09:01:16 AM by John Hjorth »
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai


SI

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Re: BOL.PA - Bollore
« Reply #91 on: December 06, 2018, 10:39:01 AM »
Anyone that could get the SocGen initiation, I would love a copy.

John Hjorth

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Re: BOL.PA - Bolloré SA
« Reply #92 on: September 07, 2019, 11:38:14 AM »
Here, I'm trying to get this topic about BOL.PA going again [<- and honestly, I don't know why?] - it [this topic] has been like the behavior of a flattening tyre, since the accusations of Mr. Bolloré's wrongdoings last year :

Youtube: Marek Zmysłowski - TEDxKoszalin [February 7th 2018] : Africa, Stupid!.
« Last Edit: September 07, 2019, 01:44:36 PM by John Hjorth »
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

no_free_lunch

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Re: BOL.PA - Bollore
« Reply #93 on: September 07, 2019, 08:13:39 PM »
With Vincent Bollore gone, I would not be investing for deal making and investment growth.  I think the easiest play going forward is for successor to start to unravel the nested share structure.  I think this can be done via spinoffs and dividends.   If I started to see that happen I would be interested.