French Hidden Champions

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Bolloré annual results meeting feedback

Interesting as always!

Jeremy's avatar
Jeremy
Mar 15, 2024
∙ Paid

Many people were present a this presentation which took place at Puteaux in the Havas amphitheater. To get there it is always a nice 15 minutes walk from the esplanade de la Défense metro station.

Cyrille Bollloré and Cédric de Baillancourt were there as always. They answer to all the questions. 

It is a great opportunity to see Bolloré management as besides the financial results meetings and shareholder meetings one can’t see them.

The presentation and the Q&A session lasted 1h30 and well it was very interesting!

You know that I like the Bolloré galaxy as we have: a massive net cash position+UMG+Vivendi+ self-controlling loops+ buybacks and great capital allocation skills (very good selling price for Bolloré Logistics and of the African Ports).

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