Added to YB: 2026-06-02
Pitch date: 2026-05-29
ODET.PA [neutral]
Compagnie de l'Odet
Author Info
No bio for this author
Company Info
Compagnie de l'Odet engages in oil, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries.
Market Cap
EUR 6.0B
Pitch Price
N/A
Price Target
N/A
Dividend
0.34%
EV/EBITDA
33.64
P/E
30.53
EV/Sales
3.09
Sector
Air Freight and Logistics
Category
value
Theodosian Capital | Stocks Update 29/5/2026 - ODET – French lessons; Non to Monsieur Ackman
ODET.PA (update): French HoldCo atop Bolloré Galaxy, trades >100% below €12.8bn statutory equity (~€3k/share). €26m buybacks cut float to 6.65%; raised Bolloré SE stake to 72.4%. 2026 catalyst: €4.2bn Bolloré dividend, distributing 2/3 of €3bn (~€700/share). Ackman's $64bn UMG proposal blocked by family; open to trim above €27.
Read full article (2 min)