Rec Silicon, the PV Phoenix?
Last time we teased about REC Silicon, a simple company unhappily sitting in the cross-hairs...
BBVA's superiority and optionality
BBVA is Spanish only by name. It is a global commercial-banking-oriented group, present in more th...
Sanofi's mastermind at work
Since our last Teaser in November 2019, it has been a roller-coaster ride for Sanofi. While an impre...
Stakeholding vs Shareholding means 71% of France out of reach
Since last March, AlphaValue has made the case that the pandemic was opening the door to a rebal...
Stellantis is shooting for the stars
Stellantis is off to a strong start. At least that is what the solid share price performance suggests: +7....
Strategic grocer like yoghurt, at a cost
The French Finance Minister is not afraid of callingFood Retailstrategic and being ridiculed for it, ...