Worldline - comment

The company has closed the sale of its MeTS division for the announced €410m. The liquidity will give the company much

Wolfgang Felix18 November 2025WORLDLINE

Fedrigoni Client Call and Presentation are now available on the website

Fedrigoni Client Call and presentation are now available on Fedrigoni’s page.

Martha Felix13 November 2025WORLDLINE

Worldline - comment

Oh well. We are staying short the Worldine ‘27s today, a position we entered at 86.5c/€ early last month. Clearly, we should have closed out 10 points ago, but

Wolfgang Felix6 November 2025WORLDLINE

Worldline - comment

Q3 revenues were on target. Management had a useful slide explaining the structure of the overdraft cash pooling / upstream loan - largely in line with

Wolfgang Felix22 October 2025WORLDLINE

Worldline Idea Pitch Video Now Available

Worldline Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Worldline page.

Wolfgang Felix14 October 2025WORLDLINE

Worldine Client Call and Presentation are now available on the website

Worldline Client Call is now available on Worldline’s page.Pasubio’s page.

Martha Felix10 October 2025WORLDLINE

Worldline - Of Overdrafts and Pies - Model Update - Positioning

Please find our updated analysis here.

On our credit call yesterday, we decided that before going long the name at some point in the future, we would go short for the next two months. Names are

Wolfgang Felix9 October 2025WORLDLINE

Worldline - comment

Worldline continues its management reshuffle (previously announced in August) with the appointment of Madalena Cascais Tomé as

Wolfgang Felix1 October 2025WORLDLINE