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What smart money is saying about Bolloré SEFrance flag

BOL.PA · Communication Services · Entertainment · Market cap $17.39B

5 funds in our archive have pitched Bolloré SE — most recently East 72 Dynasty Trust in March 2026.

Company profile

Bolloré SE engages in the transportation and logistics, communications, and electricity storage solutions businesses in Asia, Africa, the Americas, the Asia-Pacific, and internationally. It operates through Transportation and Logistics, Oil Logistics, Communications, and Electricity Storage and Systems segments. The company offers freight forwarding, railroad, and port services; and distributes and warehouses oil products. It also provides advertising, and communication consulting services; owns and publishes Cnews, a French daily newspaper; provides ticketing and venue services; acts as a pay-TV operator; and operates Mac-Mahon cinema theaters. Further, it develops batteries based on Lithium Metal Polymer technology for use in electric buses, as well as in stationary applications; energy storage solutions; and plastic films for capacitors, and shrink-wrap packaging films, as well as offers Bluebus electric buses. Additionally, the company designs, products, and markets solutions for passenger air and rail transport networks; integrates identification, tracking, and mobility solutions for logistics contractors, industry, and transport; develops terminals, electric charging points, and identification and geolocalization systems; operates shuttles; offers Bluecar electric vehicles and digital transformation solutions; provides equipment to control pedestrian and vehicles; and develops, deploys, and operates point-to-point car sharing solutions. The company was founded in 1822 and is based in Puteaux, France. Bolloré SE is a subsidiary of Financière de l'Odet SE.

Fund coverage · 5 theses

  • East 72 Dynasty Trust
    March 2026

    Bolloré SE is a cash-rich conglomerate with a significant UMG stake and potential value realization via special dividends, strategic UMG transactions, and ongoing buybacks amid a deep discount to liquidation value.

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  • Highwood Value Partners
    December 2025

    Bolloré SE is a Paris-listed holding company trading below cash with UMG/Vivendi assets and multiple value-creation levers via ongoing structure simplification and buybacks.

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  • AMG Yacktman Fund
    September 2025

    Bolloré is a simplified investment with strong underlying value from Vivendi and Universal Music Group, poised for significant upside given its attractive NAV compared to its current share price.

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  • East 72 Dynasty Trust
    September 2025

    Bolloré is experiencing a significant decline in valuation due to corporate missteps, a complex asset ownership structure, and legal uncertainties, impacting investor confidence despite stable performance in some key investments.

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  • Palm Harbour Capital
    December 2024

    Bolloré SE is a holding company with diverse stakes in major entities including UMG, Canal+, Louis Hachette, Havas, and a €6 billion cash reserve, operating under a complex ownership structure that results in significant share discounts.

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