Comment / Supply chain radar: huge takeover premium for DB Schenker, and Bolloré + Geodis deal talk sparks outrage

Market talk and deal metrics equal joy and pain: always blame the latter when you do not reach agreement with your market sources.

Private stuff

It was a great start to the week, with many of my sources outraged by talk of a €13bn valuation for DB Schenker, and adamant that Geodis + Bolloré could work on paper, but that it is not meant to be. A deal, talked of in the recent past, is not going to happen now, I was ...