FCA has unveiled a proposal for an all-share merger with Groupe Renault. The ‘transformative’ deal, which would see both FCA and Renault owning 50% of…
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…
[dropcap]T[/dropcap]he 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…
[dropcap]S[/dropcap]ince 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…
[dropcap]T[/dropcap]he moving parts to a change of control of Generali seem about to fall in place. The trigger may well be Bolloré exiting Mediobanca. Generali…
[dropcap]C[/dropcap]asino’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…