French Hidden Champions | Jeremy | Substack

Explosifs et Produits Chimiques (EPC) is an old French company which produces and distributes explosives for mines, quarries, infrastructure products, demolition. They also have ancilliary BU’s (oil and circular economy, i.e recycling). Many things have been going on in the past…

Jan 18

New Top Community

A new CEO, closing the Australian entity, continuing to expand by small acquisitions

Jan 6

Here is the portfolio as it stood at the end of 2022. Main movements during the year was the scaling down of the Malteries Franco-Belges (MFB) position…

French Hidden Champions

Jan 2

Management slide comments 2021 building permits: rather very good figures. The RE 2020 standard imposes new isolation requirements on builders. This has…

French Hidden Champions

Mar 24, 2022

Lots of interesting options open with a pragmatic management team

French Hidden Champions

Mar 16, 2022

A producer of aluminum based products with a vertical integration The company was created in 1923 by Alfred Ollier. In 1987 the company was taken over…

French Hidden Champions

Feb 17, 2022

Applying it’s gameplay to retirement homes, doctors and to Italy

French Hidden Champions

Jan 20, 2022

Portfolio recap and thoughts

French Hidden Champions

Dec 29, 2021

French Hidden Champions

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