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Update about the special situation following the annual results
Looking good!
Mar 26
•
Jeremy
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Update about the special situation following the annual results
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Bolloré annual results meeting feedback
Interesting as always!
Mar 15
•
Jeremy
9
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Bolloré annual results meeting feedback
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Precia: feedback from meeting with management following 2023 sales numbers
CEO and CFO were representing the company. General comments +8.2% in sales in Q4 2024. They had a good growth in Q4. France: +€7.4 million Very good…
Mar 13
•
Jeremy
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Precia: feedback from meeting with management following 2023 sales numbers
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Neurones: feedback from meeting with management following the 2023 annual result
General comments Neurones grows 2 to 3 times faster than its market. We engage in M&A when a business will strengthen our activity. Since our IPO in…
Mar 12
•
Jeremy
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Neurones: feedback from meeting with management following the 2023 annual result
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Bourse Direct : a low cost french broker…
… which benefits from higher interest rates
Mar 8
•
Jeremy
4
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Bourse Direct : a low cost french broker…
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February 2024
French Hidden Champions portfolio moves 28/02/2024
Going where capital allocation and minority shareholder interests are at their best
Feb 28
•
Jeremy
4
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French Hidden Champions portfolio moves 28/02/2024
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Gévelot: a BU simplification, buybacks, focus on improving profitability…
… in a capex light cyclical business with a rock solid balance sheet
Feb 26
•
Jeremy
2
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Gévelot: a BU simplification, buybacks, focus on improving profitability…
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French Hidden Champions: portfolio moves 18/02/2024-update on a holding
Reinvesting dividends, facing a shot report and to just keep buggering on
Feb 19
•
Jeremy
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French Hidden Champions: portfolio moves 18/02/2024-update on a holding
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Baikowski : an expertise in a niche market…
… which remains cyclical
Feb 10
•
Jeremy
4
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Baikowski : an expertise in a niche market…
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EL Financial : a family holding accelerating its buybacks and with some self controlling loops à la Bolloré
NAV is Empire Life and lots of liquid assets (shares, holdings in publicly quoted companies…)
Feb 5
•
Jeremy
3
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EL Financial : a family holding accelerating its buybacks and with some self controlling loops à la Bolloré
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January 2024
French Hidden Champions portfolio move 31/01/2024
and updated thoughts about Bolloré following Vivendi’s announcement
Jan 31
•
Jeremy
2
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French Hidden Champions portfolio move 31/01/2024
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Bolloré: more thoughts about the Galaxie!
Interesting meetings in the coming months
Jan 27
•
Jeremy
3
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Bolloré: more thoughts about the Galaxie!
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