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Category: Activists

Posted on2 May 202212 May 2022Activists

Much ado about nothing

by Chloé Sellier

The long-lasting battle for control over Generali has finally come to an end. The current CEO Philippe Donnet has been re-elected by Generali’s shareholders, along…

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Posted on19 January 202119 January 2021Activists

Stakeholding vs Shareholding means 71% of France out of reach

by Manuel Brossard3 Comments on Stakeholding vs Shareholding means 713 of France out of reach

Since last March, AlphaValue has made the case that the pandemic was opening the door to a rebalancing of stakeholders’ say in corporate life at…

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Posted on10 November 202010 November 2020Activists

URW: No recap, what impact?

by Manuel Brossard

In a late press release, URW announced that management’s Reset Plan didn’t reach the two-thirds required majority. The recap failed. The three dissident candidates jumped…

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Posted on23 April 202023 April 2020Activists

French governance farce

by Manuel Brossard

We thought that French ‘capitalisme de copains’ would be part of an exotic past. The farce that a last-minute support to Arnaud Lagardère, a failed…

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Posted on7 April 20207 April 2020Activists

Amber Capital in electoral campaign against Lagardère

by Manuel Brossard

Joseph Oughourlian, founder of Amber Capital and Olivier Fortesa, Managing Partner, held a meeting this morning in order to explain a number of major requests…

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Posted on1 April 20201 April 2020Activists

Scor is still a long, long call

by Manuel Brossard

As expected, CIAM, an active investor, has renewed pressure on Scor via a new letter published last Friday. The activist fund criticised the remuneration policy…

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Posted on23 October 201923 October 2019Activists

Shareholding staff, an oxymoron

by Manuel Brossard

Every now and then we like to twist the neck of that most fashionable idea that shareholding staff is the future, as the romantic result…

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Posted on14 October 201914 October 2019Activists

Generali, Mediobanca, Bolloré, now del Vecchio

by Manuel Brossard

After the recent €580m investment made by the Italian veteran entrepreneur Leonardo Del Vecchio in Mediobanca, speculation about the capital of Generali has re-surfaced. As…

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Posted on30 September 201930 September 2019Activists

Scor vs. CIAM, no signs of pressures letting up

by Manuel Brossard

Yet again, CIAM has hit out against the governance quality of Scor and urged the Board members to protect the interest of its shareholders from…

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Posted on6 September 20196 September 2019Activists

Cevian’s rough patch continues….

by Manuel Brossard

In May, we had a look at Cevian’s exposure to European equities and the dismal performance of its key holdings, at least those which are…

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Founded in 2007, AlphaValue is the world's leading provider of Independent European Equity and Credit Research. We provide comprehensive, unconflicted research-only: no execution, no corporate finance. Learn more

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