Alec Trevelyan

@cycle_strategy So you mean sooner or later $sbsw will back to 20 each?

$SBSW is up over 40% since this post, clearly showing that things can move fast once they get going. Of course, it won't be a straight line up and there will always be small price consolidations, but the arc shows nicely where things are going over time! #PGMs #platin #palladium #Commodities

@Marcelo12650938 @Crisu1969 Until a low offer from tanure forcing small ones like us to sell.

@Crisu1969 I will never hold a petrochemical stock into the future.Its a cyclical trade.I believe $BAK is much more leveraged to the cycle than $DOW and $LYB.That’s why I prefer $BAK to ride the next upcycle

$BAK $DOW $LYB BAK -3% DOW + 3% LYB + 2,5% I think we are betting on the wrong thing with Braskem

@Crisu1969 @_ForceMajeure_1 @Marcelo12650938 I think that anyone who bought at 10 usd per adr or more will be losing money.

@_ForceMajeure_1 @Marcelo12650938 And of course there is a different price for ordinary shares and "only" preferred shares without voting rights.

$BAK #BRKM5 SeuDinheiro - “Se não houver tag along na oferta de Tanure pela Braskem (BRKM5), “Lei das S.A. deixou de nos servir”, diz presidente da Amec” seudinheiro.com/2025/empresas/…

@LimitedHangOut1 @Crisu1969 So no deal

@Crisu1969 Correct. That's what I mean. Even if the creditors accept a low ball offer (that I a doubt it) PBR can take control of it

Just circus to delay creditors Creditors wont accept this BS of taking a haircut plus allowing novonor to walk away with a % Then there is $PBR that if the offer is low they will step up and offer a little bit more. Minorities are trapped into this Brazilian mob series $BAK news.bloomberglaw.com/bankruptcy-law…

@value_wave2022 @lasse108 Why?

@lasse108 $BAK finally some good price action. Do you think we get $10 per share ?

$BAK

@Crisu1969 @TootieFrootie13 @Marcelo12650938 Adnoc offered 15 each adr but who can be so sure that this time tanure will offer at least 10 each? Braskem has a lot of debt and burning cash, and if they don't reach a deal small investors are fuc**d and no one cares, or who will protect people like you and me?

@Cryptico13 @TootieFrootie13 @Marcelo12650938 There is still so much uncertainty: What did he offer? Will the banks agree? What will Petrobras do? What will happen to $BAK's minority shareholders? As long as this is not all a litte bit more clear, the share price will not explode

$bak hopefully this buyout gets approved. Tanure is a smart man. I’m hoping the offer is $12 or higher. Hard for banks to turn it down. valor.globo.com/empresas/notic…

@LimitedHangOut1 And really 10 usd per adr? Sound more like faith and wishes than reality.

@Crisu1969 @TootieFrootie13 @Marcelo12650938 But market thing not anymore, with this news and adr are just at over 4 usd each.

@Cryptico13 @TootieFrootie13 @Marcelo12650938 This time last year, Adnoc thought Braskem was worth even litte bit more than $15 in their first offer

@Crisu1969 @TootieFrootie13 @Marcelo12650938 Does $bak worth 12-15 usd per share? That's my question, ADRs closed below 4 and we are talking about 12? Really? That's my main concern.

@TootieFrootie13 @Marcelo12650938 Can he finance it would be the better question. I doubt he is going to pay with his cash money. Even Adnoc offered bonds + cash payment in the their offer for $BAK

@TradeStrikeBVI StrikeX $STRX has become one of the biggest crypto companies for sure now. Asset tokenization is the future. This may interest you guys. @investanswers @IvanOnTech @ctoLarsson @crypto_banter @cryptocasey @cryptomanran @CryptoWendyO @martypartymusic

@416Bread Because an expropriation bill, I read that here in x.

Is $SBSW in the Ai business , why the 6% drop. Just go already…

Choose one $vale $ggb $sbsw or $bak which one would you buy right now? And why?

@FordWealth So for you what that means?

$SBSW has basically paid out its entire market cap in dividends over the last five years! That's never going to happen again, right?

@WazzuBound @WSUCougarsMBB And in a stupid way, they were losing all the match, forced extra time and lost with a stupid final play.

@WSUCougarsMBB You shitting me? Fucking pacific?

Final from Pullman. Cougs claw back and force overtime, but an untimed buzzer beater from the Tigers gives Pacific the 95-94 win. #GoCougs

@WSUCougarsMBB They lost and played bad that's all! they were losing forced extra time just to lose on a stupid way.

@sportsfreakout1 @CougfanCOM They lost 94-95 what a shame they are.

Nate splits. 94-92. #GoCougs #Wazzu

#GoCougs 3mins 24segs remaining...

@_TJKC_ Lol! And they are trashing Washington Cougars

Pacific has lost 22 straight conference games and is the underdog, given a 9.1% chance to beat Washington State #CollegeBasketball

@CougfanCOM We already lost.

67-59 Pacific with 12:03 left but Ethan Price may be cramping. Cannot lose him right now. #GoCougs #Wazzu