The presentation is discussing Bollore, a company focused on logistics and freight forwarding, as well as its involvement in other businesses such as Vivendi, Havas, and Blue Solutions. The presentation highlights the reputation of Vincent Bollore as an activist investor and mentions the strong financial performance of Bollore, with a compound annual growth rate (CAGR) of over 10% for all periods.
The presentation also discusses various risks associated with Bollore, including potential conflicts of interest between Vincent Bollore and minority investors, as well as the exposure of Bollore Logistics to commodity-dependent African countries. However, it mentions that Bollore has a track record of making strategic decisions and maximizing shareholder value.
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