Added to YB: 2026-09-24
Pitch date: 2026-09-19
BOL.PA [bullish]
Bolloré SE
-1.47%
current return
Author Info
Andrew Brown manages Dynasty Trust - a wholesale unit trust investing ONLY in public companies with controlling shareholders. Sign up for the newsletter.
Company Info
Bolloré SE engages in the transportation and logistics, communications, and industry businesses in France, rest of Europe, the Americas, the Asia-Pacific, and Africa.
Market Cap
EUR 10.2B
Pitch Price
EUR 3.67
Price Target
8.48 (+133%)
Dividend
2.20%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
value
Bolloré: read instructions carefully before assembling
BOL.PA: Bolloré trades at €3.64, a 57% discount to adjusted NAV of €8.48, despite nearly €8bn of listed shares and €1.4bn of cash. The next 12 months are vital: properly acquiring the remaining Rivaud companies and simplifying Lagardère are the easier value-creation opportunities, while Vivendi/UMG requires partners. The opportunity is offset by damaged dealmaking credibility, UMG weakness and uncertain execution.
Read full article (4 min)