tag:blogger.com,1999:blog-4967053617570960260.post2838919051907738499..comments2023-08-20T09:34:11.430+02:00Comments on Value Investing France: Vivendi updateCaquehttp://www.blogger.com/profile/12909310694648467780noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-4967053617570960260.post-25045997347847113762012-05-11T13:49:58.228+02:002012-05-11T13:49:58.228+02:00Hello
Here is the info I have
http://www.vivendi.f...Hello<br />Here is the info I have<br />http://www.vivendi.fr/vivendi/Projet-de-partenariat-strategique<br />As I understand it, VIV would pay 279 m€ in shares (@17 € piece) + 186 m€ in cash for 100% of Direct 8+Direct star.<br />That's 465 m€.<br />According to this article<br />http://www.latribune.fr/technos-medias/medias/20110908trib000647838/Caquehttps://www.blogger.com/profile/12909310694648467780noreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-60208833092173759612012-05-10T23:35:42.938+02:002012-05-10T23:35:42.938+02:00Hi Caque,
here is the info I could get my hands on...Hi Caque,<br />here is the info I could get my hands on (a good old internet search on the web site of bolloré!) it gives us the following elements: if Canal + (a subsidiary of Vivendi)takes the option which is available in the contract (buy 100% of Direct 8 and direct star and their advertising network in one go), Bolloré would receive 22,4 million shares. Hope it was useful!<br />Cheers<br />Jeyfoxhttp://tryingtobelikewarren.over-blog.com/noreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-64764077067578178242012-04-24T22:56:23.885+02:002012-04-24T22:56:23.885+02:00Hi
Yes I saw the info about Bolloré.
In the US, Kl...Hi<br />Yes I saw the info about Bolloré.<br />In the US, Klarman was the focus. Bolloré = who's that ?<br />In France, of course it's the exact opposite.<br />Funny, isn't it ?<br /><br />Yes Bolloré was paid in Vivendi shares. But how much Viv did pay for Direct 8 ? Was it a fair deal for Viv ?<br />RegardsCaquehttps://www.blogger.com/profile/12909310694648467780noreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-23233807872370547422012-04-22T23:10:43.097+02:002012-04-22T23:10:43.097+02:00Hi Caque,
very interesting post! Keep up the good ...Hi Caque,<br />very interesting post! Keep up the good work! Nice in depth analysis (insider trading history is great, fcf...). Things could change a bit with the arrival of V.Bolloré as a new shareholder. He has a good ability to unlock value. The fact that he asked to be paid in shares rather than in cash for his holding in Direct 8 and direct star is a sign that the Vivendi stock can do jeyfoxhttp://tryingtobelikewarren.over-blog.com/noreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-75858427126828273192012-04-21T07:34:03.986+02:002012-04-21T07:34:03.986+02:00Thanks for the kind words.
Glad you liked the che...Thanks for the kind words.<br /><br />Glad you liked the checklist.<br /><br />Linedata is a remarkable company with a much larger moat than is visible at first.<br /><br />The tender offer of course helped the share price a lot.<br /><br />Keep up the good work!Timhttp://www.eurosharelab.comnoreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-3368047203516819422012-04-20T09:05:40.633+02:002012-04-20T09:05:40.633+02:00Memyself
I happen to own OENEO shares (ticker : S...Memyself<br /><br />I happen to own OENEO shares (ticker : SBT). OENEO is on the other side of the recent deal with TFF concerning the Radoux division sale. So yes I will look closely on your posts.Caquehttps://www.blogger.com/profile/12909310694648467780noreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-14105255349063669992012-04-20T08:13:08.035+02:002012-04-20T08:13:08.035+02:00Dear caque,
I am also a big fan of French small c...Dear caque,<br /><br />I am also a big fan of French small cap. Due to liquidity issues, I only have Tonnelerie in my portfolio, but I will have someposts soon about French small caps.<br /><br />I hope you will comment on them.<br /><br />MMImemyselfandi007http://valueandopportunity.comnoreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-1879549022445068262012-04-19T18:13:17.479+02:002012-04-19T18:13:17.479+02:00Great blog - keep it up, and ideally mostly in Eng...Great blog - keep it up, and ideally mostly in English! :-)Davehttp://www.stockopedia.co.uknoreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-85089524803353675422012-04-19T01:19:22.473+02:002012-04-19T01:19:22.473+02:00The traffic on the blog went off the charts on thi...The traffic on the blog went off the charts on this post.<br /><br />Kinda ironic, considering that my strongest convictions lie in obscure local small and mid-caps.<br /><br />Thanks to valueandopportunity.com for his kind words, I appreciate it. Impressive value investing community in Germany apparently<br />http://valueandopportunity.com/2012/04/18/Caquehttps://www.blogger.com/profile/12909310694648467780noreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-56451199275015290652012-04-19T01:04:49.501+02:002012-04-19T01:04:49.501+02:00Thanks Tim and much honored
I had stumbled on your...Thanks Tim and much honored<br />I had stumbled on your website some time ago and I have shamelessly stolen your investing checklist !<br />http://www.eurosharelab.com/newsletter-archive/293-what-does-your-check-list-look-like<br /><br />Also saw that you recommended LINEDATA. <br />http://www.eurosharelab.com/section-blog/207-companies/477-up-527-and-still-undervalued<br />Funny because I also Caquehttps://www.blogger.com/profile/12909310694648467780noreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-19077724005391469522012-04-19T00:54:58.309+02:002012-04-19T00:54:58.309+02:00Hello
Thanks for your interest.
I had a look at yo...Hello<br />Thanks for your interest.<br />I had a look at your blog but I'll need to come back on it to give it more time.<br />Google translate more or less works (you get a general idea about the meaning) but an additional effort is certainly needed to fully understand the original text. <br />Wish I had not forgotten the German language I had learned at school !<br />Saw a post about Caquehttps://www.blogger.com/profile/12909310694648467780noreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-43347468827458946612012-04-18T12:26:09.416+02:002012-04-18T12:26:09.416+02:00Great post, I agree management has lost a lot cred...Great post, I agree management has lost a lot credibility.<br /><br />Also why buy the part of SFR at full price from Vodafone if you already have control and there is a free competitor starting up in 9 months time?<br /><br />After saying the dividend is safe a number of times then cutting it was the last straw.<br /><br />Future capex and protecting the BBB credit rating will keep the dividend Timhttp://www.eurosharelab.comnoreply@blogger.comtag:blogger.com,1999:blog-4967053617570960260.post-78183930042496438812012-04-18T12:21:24.828+02:002012-04-18T12:21:24.828+02:00Hello, nice blog.
I also have big interest in Vi...Hello, nice blog. <br /><br />I also have big interest in Vivendi. Feel free to visit my Blog. You can translate the site easily. you will find a translate button on the right side. <br /><br />http://aktienanalyse-fundamental.blogspot.de/<br /><br />Tell me what you think about the site. As im seeing more Value blogs in different countries maybe it will make sense if i do an value blog also in Valueaktien Analysehttp://aktienanalyse-fundamental.blogspot.de/noreply@blogger.com