Fox Castle
@foxcastle.bsky.social
Private investor. Likes family run companies. SFAF member.
Newsletter: http://frenchhiddenchampions.substack.com
Newsletter: http://frenchhiddenchampions.substack.com
"usage rights related to rental agreements". Make IFRS 16 clearer in the annual reports! 2/
November 23, 2025 at 9:49 AM
"usage rights related to rental agreements". Make IFRS 16 clearer in the annual reports! 2/
Finally not happening. YB said no discussions.
November 17, 2025 at 6:13 PM
Finally not happening. YB said no discussions.
Agreed! Too much M&A concern trendy brands. In that business better do M&A on the old or great brands. The usual hit hard when it is worth it rather than multiple swings/
November 17, 2025 at 5:19 PM
Agreed! Too much M&A concern trendy brands. In that business better do M&A on the old or great brands. The usual hit hard when it is worth it rather than multiple swings/
Yes agreed! Just messy all the alcoholic beverage companies which all do M&A to then do some impairments.
November 17, 2025 at 4:30 PM
Yes agreed! Just messy all the alcoholic beverage companies which all do M&A to then do some impairments.
They could just have to put a tender offer but keep the offering price low. Agreed they cagnotte starter everything again!
April 22, 2025 at 11:02 AM
They could just have to put a tender offer but keep the offering price low. Agreed they cagnotte starter everything again!
My bet is that the battery adventure will be stopped soon. We will see!
April 20, 2025 at 8:35 AM
My bet is that the battery adventure will be stopped soon. We will see!
The decisive moment will be between the éd of this year and the beginning of 2026 where they will be the test results on the sample A batteries. If ok next step is simple B if not ok well tough decision time!
April 20, 2025 at 8:05 AM
The decisive moment will be between the éd of this year and the beginning of 2026 where they will be the test results on the sample A batteries. If ok next step is simple B if not ok well tough decision time!