Humeau wrote:The video also includes some very negative comments on management, plus a little aside that he has Amazon on the brain, at the moment.
https://www.youtube.com/watch?v=ztiQlJjGQJ4&t=1436s
No doubt the arrival of Peltz, might ease his worries, even though he hates activists. However, it will take some time, to turn around the business; P&G took years. I can guarantee that the Dutch government will do everything to prevent a takeover. He must be looking for the exit unless he feels a change of management or takeover will happen fairly soon, and he is not that type of event driven investor.
I'd be surprised if he doesn't dump what's left to buy more AMZN or the French company that he has started to buy.
What have the Dutch government got to do with anything?