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Added to YB: 2026-07-14

Pitch date: 2026-07-10

ODET.PA [neutral]

Compagnie de l'Odet

-1.85%

current return

Author Info

No bio for this author

Company Info

Compagnie de l'Odet engages in oil, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries.

Market Cap

EUR 5.4B

Pitch Price

EUR 1.0K

Price Target

N/A

Dividend

0.37%

EV/EBITDA

N/A

P/E

N/A

EV/Sales

N/A

Sector

Air Freight and Logistics

Category

special_situation

Show full summary:
Theodosian Capital | Stocks Update 10/7/2026 - ODET – Legal win

ODET.PA (update): French court ruled Bolloré didn't control Vivendi pre-2024 breakup, avoiding billions in minority buyout cost; CIAM to appeal. Bolloré Galaxy holds 43.4% Vivendi voting rights. Imminent Bolloré SE special dividend, ~70% to ODET. Trades <50% NAV, unwarranted given fortress balance sheet + UMG stake.

Read full article (1 min)