Altamir is a listed private equity company that invests exclusively alongside or in the funds managed or advised by Apax Partners France and Apax Partners LLP. Co. provides investors access to a portfolio of companies with high-growth potential, diversified by geography and by size, across Apax's six specialization sectors: Telecom, Media, Technology, Retail & Consumer, Healthcare, and Business & Financial services. Telecom and Technology are managed by Altran Technologies, GFI Informatique and others; InfoPro manages Media; Retail & Consumer runs through Alain Aflelou 2, Cole Haan and others; Business & Financial Services runs through Buy Way, Albioma, and Texa among other entities.
  • TickerLTA
  • ISINFR0000053837
  • ExchangeEuronext Paris
  • SectorFinancial Services
  • CountryFrance

Analysts

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Harold De Decker
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Léopold Authié
  • Nicolas David
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 11/09/2018

...

Hana Maalej ...
  • Jeremy Garnier

Altamir : NAV down in Q3 but continued favourable portfolio turnover - Neutral recommendation maintained and target price adjusted to € 16.1 (vs € 16.7)

>NAV at end-September of € 20.08/share: -4.7% in Q3 and +0.4% over nine months - Yesterday evening, Altamir reported a NAV at end-September of € 20.08 after a dividend payment of € 0.65 per share, down 3.8% from end-December 2017 (€ 21.54) and 4.7% from June 2018 (€ 21.11). Note that only listed shares are revalued in Q3. Over nine months, the NAV (dividend included) slightly increased by 0.4%. This underperformance is mainly due to the fall in the Altran share ...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Harold De Decker
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Léopold Authié
  • Nicolas David
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 09/11/2018

...

Hana Maalej ...
  • Jeremy Garnier

Altamir : ANR en baisse au T3 mais poursuite de la bonne rotation du portefeuille - Neutre maintenu et OC ajusté à 16.1 € (vs 16.7 €)

>ANR à fin septembre de 20.08 € / action : -4.7% au T3 et +0.4% sur 9M - Altamir a publié hier soir son ANR à fin septembre qui ressort à 20.08 € après versement d’un dividende de 0.65 € par titre, en baisse de 3.8% par rapport à fin décembre 2017 (21.54 €) et de 4.7% par rapport à fin juin 2018 (21.11 €). Pour rappel, seules les participations cotées sont réévaluées au T3. Sur 9 mois, l’ANR (dividende inclus) est en légère hausse de 0.4%. Cette contre-performan...

1 director sold

A director at Altamir Amboise sold 512,378 shares at 16.515EUR and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boa...

Hana Maalej ...
  • Jeremy Garnier

Altamir : NAV down in Q3 but continued favourable portfolio turnover - Neutral recommendation maintained and target price adjusted to € 16.1 (vs € 16.7)

>NAV at end-September of € 20.08/share: -4.7% in Q3 and +0.4% over nine months - Yesterday evening, Altamir reported a NAV at end-September of € 20.08 after a dividend payment of € 0.65 per share, down 3.8% from end-December 2017 (€ 21.54) and 4.7% from June 2018 (€ 21.11). Note that only listed shares are revalued in Q3. Over nine months, the NAV (dividend included) slightly increased by 0.4%. This underperformance is mainly due to the fall in the Altran share ...

Hana Maalej ...
  • Jeremy Garnier

Altamir : ANR en baisse au T3 mais poursuite de la bonne rotation du portefeuille - Neutre maintenu et OC ajusté à 16.1 € (vs 16.7 €)

>ANR à fin septembre de 20.08 € / action : -4.7% au T3 et +0.4% sur 9M - Altamir a publié hier soir son ANR à fin septembre qui ressort à 20.08 € après versement d’un dividende de 0.65 € par titre, en baisse de 3.8% par rapport à fin décembre 2017 (21.54 €) et de 4.7% par rapport à fin juin 2018 (21.11 €). Pour rappel, seules les participations cotées sont réévaluées au T3. Sur 9 mois, l’ANR (dividende inclus) est en légère hausse de 0.4%. Cette contre-performan...

Charles Lepetitpas ...
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Hana Maalej
  • Harold De Decker
  • Jean Sassus
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Nicolas David
  • Oussema Denguir
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Veysel Taze

ODDO BHF Small & MIDCAP MORNING NEWS - 09/13/2018

...

Hana Maalej ...
  • Jeremy Garnier

Altamir : Results of public takeover offer: Amboise SAS now holds 68.71% of the capital

>Amboise SAS now holds 68.71% of the capital - In a press release issued yesterday, the AMF (French market regulator) announced the definitive results of the public takeover offer launched by Amboise SAS on Altamir. Bear in mind that the offer was re-opened on 23 August for a period running until 7 September 2018.Following the offer, Amboise SAS owns, directly and indirectly (via Amboise Partners SA), 25,100,384 ordinary shares in Altamir, which represents the s...

Charles Lepetitpas ...
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Hana Maalej
  • Harold De Decker
  • Jean Sassus
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Nicolas David
  • Oussema Denguir
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Veysel Taze

ODDO BHF Small & MIDCAP MORNING NEWS - 13/09/2018

...

1 director sold

A director at Altamir Amboise sold 512,378 shares at 16.515EUR and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boa...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Harold De Decker
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Léopold Authié
  • Nicolas David
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 11/09/2018

...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Harold De Decker
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Léopold Authié
  • Nicolas David
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 09/11/2018

...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Charles Pinel

Proxy Report - 26/04/2018

Proxinvest a pris connaissance du rapport d'expertise Bergeras ( http://www.altamir.fr/pdf/action-en-justice/Rapport-d-expertise-du-9-fevrier-2018.pdf ) publié suite au différent entre Moneta et Altamir qui revient longuement sur un des problèmes majeurs d'Altamir, la décote anormale de son cours de bourse par rapport à son Actif Net Réévalué (ANR), actuellement de 40%. Selon Proxinvest cette décote s'explique principalement par des problématiques de gouvernance. Sur ce sujet Proxinvest attire particulièrement l'attention sur son analyse de la politique de distribution (résolutions 3 et 12) et...

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