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Robertet update following the 2023 annual results
2024 starting well
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Jeremy
Precia update following annual results
Nice increase in profitability still some one offs
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Jeremy
2
Samse Annual results analyst meeting feedback
Going towards a tougher market with a very solid balance sheet.
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Jeremy
Q&A session for paid subscribers
Time for a Q&A session!
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Jeremy
4
Explosifs et produits Chimiques upadate following the 2023 annual results
Good results and followings its strategy
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Jeremy

March 2024

French Hidden Champions portfolio update march 2024
Here is the portfolio as of the 28th of march 2024. Portfolio per weight Weight within the Bolloré Galaxy: Odet and Moncey Top 5, top 10 and top 15 An…
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Jeremy
4
EL Financial : update following annual results
Net equity value (understand book value) per share increased by 10,2% to 1968 CAD. It would have increased by 16,9% without the impact of IFRS 9 and…
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Jeremy
Update about the special situation following the annual results
Looking good!
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Jeremy
2
Bolloré annual results meeting feedback
Interesting as always!
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Jeremy
4
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…
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Jeremy
2
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…
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Jeremy
6
Bourse Direct : a low cost french broker…
… which benefits from higher interest rates
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Jeremy
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