my three inner voices when looking at #$MICC

www.lejdd.fr/culture/excl... VB himself writing regarding the noise at Grasset

found an old dutch book from 2002 called "the 10 stock exchange laws" (de 10 beurswetten). Law number 10 is "doe mee met Bolloré" (join/go with Bolloré) 👍

Vivendi Q1 update: sold 205k Banijay shares in Q1, and sold 18k more until yesterday. My updated NAV: 4.38€ Today: AGM, hopefully some interesting questions

Fascinating. "Jardines and CK Hutchison pursue Hong Kong supermarket megadeal"

bizarro news: chained crocodile in a sleeping bag found in a canal in Roubaix, France

he's also resigning from the board effective May 5th. Has continued selling his stake. Offloaded 1.6m shares (56.3m€) so far...

TFL on the opportunity for Moynat amit perceived dilutions of LV, Goyard et al. www.thefashionlaw.com/moynat-has-a...

Dusted off the PhD for a Sunday essay. Ancient Athens depended on the Hellespont for grain the way the world now depends on Hormuz for oil. Athens never found an alternative. Nor, yet, have we. (Shoutout to @brokenbanker.bsky.social who is presently in Athens.) open.substack.com/pub/unstable...

Luc Tack (#$TESB) on the modus operandi of Pierre van der Mersch (#$BREB)

What stage?

19 April 1943 | Groups of Jews in the Warsaw Ghetto began the uprising against Germans. Their heroic battle lasted 27 days. Today we remember the bravery & sacrifice of people who chose to resist against impossible odds to die in dignity & save the human spirit. More: https://t.co/OoVGtqwWPu

Still waiting, anytime now

Pardee Resources 2025 results #$PDER

"It's only sensible" (Spock) "Say wot?" (Captain)

"I am your father"

It seems Hermès was a victim of its own success at hosting a great AGM. 30% more people requested attendance, so employee shareholder were urged to stay away and view it remotely, hundred seats were added... and many people complained they couldn't get in or didn't get their attendance card. #$RMS

#$ODET AGM invitation: new share buyback proposal has a volume covering all of the free-float, and a maximum price of 1700€ (which can be adjusted after "operations on the social capital")

Delvaux Créateur SA had negative equity of 13m€, a loss carryforward of 66m€ and total debt (mainly provided by Richemont) of 126.5m€. Hardly a success story for Richemont. #$CFR

Talla 2XLC & RMB - Spring (rework) youtu.be/u63qo80vE7c Nice rework just released, from the 1998 classic

Did you know that the author of "Snowball" is a board member at Stellantis?

Havas made some statements yesterday regarding the matter (Q1 news release)

indeed another 600k shares sold yesterday (97% of trading volume!!!) #$RUI

his sales were 90% of the day's trading volume... 😮 and the volume was high today as well, so it's possible he's out of nearly ~1m shares now and crosses below 5% (last communication was 5.6%, equivalent to ~5.8m shares).

"Little trees" Sämann sold 11.5m€ worth of Rubis shares last week. He owns >5% and has been a vocal critic of management, got himself elected to the board.

The former HQ of Brederode SA (Drève Richelle 161K) is currently for sale. It was featured prominently in its 2004 annual report. The company has since moved to Luxembourg in 2014 through the merger with Acturus. propertyweb.be/en/for-sale/...

The continental blockadoooor www.napoleon-empire.org/en/official-...

The JP Morgan analyst knows his stuff better.

when you find a very interesting company trading at less than 4x earnings and a dividend yield of 8%... and then see that less than 50 shares have traded since last summer 🙄

I don't know why I keep expecting some kind of intelligence in financial analysts. Buying Ackman's billshit hook, line, and sinker.

Being in Luxembourg today, I thought why not pay a visit to 43, Boulevard du Prince Henri... nice letterbox

Chapters is planning the placement of another tranche of its (up to) 100m€ bond. 72m€ were already outstanding.

www.accessnewswire.com/newsroom/en/... I am very sorry. RIP

Wonder when Blackstone offers to take the Strait private

potatoes priced at ZERO (Belgapom) [cheaper to give them away than to destroy them]

Thank you for your service 🙏🙏

"intentions" can change quickly. #$EIFF

Humanity needs photographs like these. Maybe at least someone here, looking at them, will be reminded once more of how petty our conflicts are on this tiny blue marble in the abyss -- and how criminal are those who launch rockets not into space, but into apartment buildings full of people.

Sounds familiar

A short little diagram to illustrate to newly opened front on the Hachette/Lagardère complex by Bolloré. Interesting that Vivendi now has similar stakes in #$ALHG subs Prisma and Lagardère - some exchange into an #$ALHG stake down the road? Havas acquired >0.5% so far and will probably buy more.

20 years ago, GBL/CNP had a 5% stake in Total (~1/3 of their assets). But they chose to sell it, to "diversify" and be less "industrial". That stake would be worth ~9bn€ today (not counting all the dividends). Today GBL's market cap is just 10bn€, and the share price is lower than 20 years ago.

of course not...

COMING UP: in a few hours, a final burn will send the crew on their way to the Moon. This will be performed by our European Service Module's main engine. (🎥 NASA)

Nice graph from today's presentation of 7C Solarparken AG. The company plans to buy back around 20% of shares over the next 4 years...

it's been more than 50 years since the last mission to the moon. Good luck the the astronauts, I hope everything will work smoothly.

Another disposal by Pernod Ricard, in US wine www.businesswire.com/news/home/20...

top25 for Q1. Reduced Bois Sauvage, increased Odet, Dior, UMG and some smaller positions. Flat ytd (-0.01%)

Climat, économie, électricité : ce que l’Europe aurait gagné au maintien du nucléaire en Allemagne et en Belgique. Une étude publiée dans Energy Strategy Review fait le point via @sfenorg.bsky.social www.sfen.org/rgn/climat-e...