As a long-term investor with the right credentials, Cevian is big and increasingly visible in the AlphaValue European equities coverage … due to its exposure…
The French side of the EssilorLuxottica management seems to have discovered that there is a dominant shareholder, Mr del Vecchio, who wants to exercise his…
The French government attempting to explain to the Dutch administration why the latter acted unfairly in daring to buy 14% of Air France-KLM is a…
We do not know each other but I am taking the liberty of writing to you to wish you all the best in your attempt…
Exor is one of those large family-type holding companies that does not hesitate to poke its nose in the management of its key assets. Minorities…
Recent events lead us to bet that Natixis is considering a move to become a financial services supplier rather than a bank and go for…
Since the announcement by Covéa ( a mutual insurer/”mutualist”) of its proposition to the board of Scor to acquire the reinsurer for €43/share, the latter…
The moving parts to a change of control of Generali seem about to fall in place. The trigger may well be Bolloré exiting Mediobanca. Generali…
Casino’s share price collapsed c.10% on Friday evening after the US short seller Muddy Waters said on Twitter that one of Casino’s subsidiaries (the finance…
What ThyssenKrupp’s management had long worked for, i.e. bringing Steel Europe into a joint-venture with Tata, has resulted in turmoil at the helm of ThyssenKrupp and…