Added to YB: 2026-06-09
Pitch date: 2026-06-05
ODET.PA [neutral]
Compagnie de l'Odet
+0.83%
current return
Author Info
No bio for this author
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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
N/A
Pitch Price
EUR 1.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.98
P/E
31.00
EV/Sales
N/A
Sector
Air Freight and Logistics
Category
value
Show full summary:
Theodosian Capital | Stocks Update 5/6/2026 - ODET – Bill bails
ODET.PA (update): Ackman sold €1.4bn UMG stake at €17.66 (vs €18.455 trading), removing overhang—positive for Bolloré galaxy. Odet owns 71% of Bolloré SE (18.5% UMG); Vivendi adds 13.4%. Watch for opportunistic UMG buys. Odet trades 50%+ discount to NAV, fortress balance sheet, attractive assets.
Read full article (1 min)