Jaeger-LeCoultre

Let’s see where it all ends 🤞🏻

backed finance, restructuring and trading the asset imo. no enthusiasm from my side 

just being realistic with this case

Whether we like it or not …

Seems they play a fair game with the brands they partly own

Although very difficult to know what it means at this point. A similar strategy to Breitling or something else entirely? I will be following closely. I had a lot of love for JLC under the stewardship of Lambert but that has since faded like it did for so many other on this site. 

How I would love to see JLC blossom again.

That’s why I used the more modest “blossom” - MJBA 🤷‍♂️😂😂😂

That would be epochal in a truly positive way as far as I am concerned.... A bit of promising M&A news after learning last week that CF Moto is buying a majority stake in MV Agusta.... Who know how that old story pans out this time around. Thanks KM, cheers, Filip

Was positively surprised how much sooner Miss Tweed picked it up when compared to the main watch news outlets 👏🏻👏🏻👏🏻

with the CF Moto - MVA acquisition, random Italian content creators shared the news first on YouTube long before any of the major media outlets got wind of it. As far as I know, no major outlet has yet published news related to that event....

Maybe there was some embargo but doesn’t seem to have been taken down…

I wonder what it means for Richemonts watch portfolio if they let the "brains" of the whole group exit. Maybe the beginning of a larger divestment.

If one takes a 5 or so year perspective. They mostly do not generate dream returns anymore in spite of dream prices 😉

The temptation is there, I’ll wait till sunday….and hope for a new era of La maison directed by Jerome Lambert, we know he is up to it

The question remains what freedom to act there will be depending on the financing structure 🤷🏻‍♂️

...keeping my ear to the ground with anticipated excitement.