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Highwood Value Partners H2 2025 Portfolio Review
Highwood Value Partners H2 2025 Portfolio Review
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Palm Harbour Capital Q1 2025 Contributors And Detractors
Portfolio developments include strategic reviews, buybacks, and acquisitions, with significant upside potential and strong financial metrics like a P/E of 8.6x and FCF/EV yield of 19%. Top contributors Lottomatica, Danieli, Piraeus Port Authority, Verallia , and Jost Werke, showcased strong performance and strategic growth. Detractors Italian Sea Group, International Game Technology, Compagnie De L'Odet, Norma Group, and Energean Oil & Gas faced challenges but hold long-term potential.
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Compagnie de l'Odet: Oil, Media, EV Batteries, Transportation Make An Odd Business
Compagnie de l'Odet is a holding company with diverse interests in oil logistics, communications, and industrial segments, but lacks cohesive business synergy. Recent earnings showed a 70% revenue increase to €10.6 billion, driven by the consolidation of Lagardère, despite pressures in oil logistics and industrial segments. The macroeconomic environment significantly impacts all business segments, with EV battery development presenting a future growth opportunity despite current industrial losses.