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Category: Activists

Posted on3 September 20183 September 2018Activists

Rudderless Thyssenkrup best avoided still

by Manuel Brossard

[dropcap]W[/dropcap]hat 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…

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Posted on3 August 20183 August 2018Activists

Bolloré hidden behind the Vivendi cloak

by Manuel Brossard

[dropcap]B[/dropcap]olloré SA is probably the most complicated company we track, accounting-wise. Under family control through a chain of holding companies (see Worth Knowing section in…

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Posted on28 March 2018Activists

Saint-Gobain / Sika : The case for a Pac-Man style offensive

by

It is clear that Sika is a better firm than Saint-Gobain (SGO). The invisible hand has been saying so ever since SGO tried in December…

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Posted on26 March 2018Activists

The conflict with Iberdrola has just started!

by Manuel Brossard

[dropcap]T[/dropcap]he AGM of Siemens Gamesa on Friday lasted only two hours. The major shareholder Iberdrola with a stake of 8% tried to strengthen the minority…

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Posted on25 January 201826 January 2018Activists

Decoding Anil Agarwal’s mission ‘Anglo American’

by Dev AlphaValue

[dropcap]I[/dropcap]n 2017, Anil Agarwal (Vedanta Resources’ Chairman) via his family trust, Volcan Investments (Vedanta’s largest shareholder – c.69% stake), acquired a 19.4% stake in Anglo…

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