Net Net Battle

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Net Net Battle

Net Net Battle

@fincon350122

Katılım Haziran 2025
228 Takip Edilen103 Takipçiler
Governor Kathy Hochul
Governor Kathy Hochul@GovKathyHochul·
Major Sorffly Davius represented the very best of New York. A family man and protector, he answered a higher calling to serve others as a police officer and soldier every single day. Today we honored his life and his legacy. May he rest in peace.
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Linda Colfax
Linda Colfax@colfaxforjudge·
New blog post: BASF Judicial Elections Forum, Panel 1, Segment 3 with Linda Colfax http://bit.ly/9Ay7g3
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇮🇷 All three of Iran's largest steel plants were struck simultaneously tonight. Mobarakeh. Esfahan. Khuzestan. 70% of Iran's steel output. Gone in one night. Iran built its steel industry specifically to survive sanctions. Someone just hit the sanction hedge. @BenTzionMacales, @DropSiteNews
Mario Nawfal tweet mediaMario Nawfal tweet mediaMario Nawfal tweet media
Mario Nawfal@MarioNawfal

🚨🇮🇷🇦🇺 59 Sydney petrol stations are completely out of fuel. Over 200 without diesel. 500+ nationally with empty pumps. Australia declined to send ships to help reopen the Strait of Hormuz two weeks ago. The Strait sent its regards.

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Lordof0dte
Lordof0dte@TheTradingNinja·
Guess what I took 14 break down
Lordof0dte tweet media
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Cheddar Flow
Cheddar Flow@CheddarFlow·
This was executed above the ask VOL < OI
Cheddar Flow tweet media
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Cheddar Flow
Cheddar Flow@CheddarFlow·
Someone just bought $2.4M worth of $SPY calls with a 800 STRIKE?!?!
Cheddar Flow tweet media
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Net Net Battle
Net Net Battle@fincon350122·
@hodophiliac First thing I would do is a name change to Braskem Brazil so if it does fail, its a shit stain on Brazil. @braskem @BraskemIdesa Spin the name change as a "change for the future" idea along with some changes in company structure etc
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Lewis
Lewis@hodophiliac·
One last thing, the final question in the Q&A asked about support from $PBR and management was coy in their response. An important piece in the bull case for Braskem is their big brother propping them up and $PBR is absolutely printing right now. Will $PBR allow $BAKQ?
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Lewis
Lewis@hodophiliac·
$BAK Crap earnings that were expected and mostly baked-in. Not much news on the Idesa front or debt-restructuring at the parent, but that’s to be expected with the IG4-Novonor deal finishes closing. Some positive items from the Q&A:
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D committee
D committee@DCommittee28163·
$bak basically nothing new. Ample liquidity to 2028 and they have time to wait for things to improve. The margins based on the 65% of their feedstock that is not naptha is going to fly. The naptha margins are wider, but less so. Higher utilization is based on USA naptha supply.
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Net Net Battle
Net Net Battle@fincon350122·
@iseelines Any way to ask questions on the call or is that only for analysts?
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biz
biz@iseelines·
@fincon350122 Dude, the loser depressed tone of the management on this fucking call
GIF
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Cristiane Fensterseifer, CNPI, CGA e consultora
Braskem $BAK #BRKM5 4T25 O resultado veio fraco, mas isso já era esperado. Spreads comprimidos, utilização baixa, geração de caixa negativa e alavancagem ainda muito alta. Nada novo aqui. O que começa a mudar não está no resultado, está no cenário e na estrutura da empresa. Do lado do setor, a tensão com o Irã pode mexer na oferta global. E isso já aparece no discurso das próprias empresas. O CEO da Dow Inc. falou em impacto que pode durar meses, com cara de desorganização de cadeia tipo Covid. A própria Dow já subiu preço várias vezes, e players como LyondellBasell e ExxonMobil estão acompanhando. Ao mesmo tempo, o outro lado da equação continua: a China ainda é o principal fator mantendo os spreads deprimidos, com excesso de capacidade e exportação pressionando preços globalmente. Esse é o grande freio da tese hoje. Ou seja, o setor pode estar saindo de excesso de oferta para um cenário mais apertado, mas ainda com esse peso relevante vindo da China. E isso muda o jogo de margem na virada. Agora soma isso com o que está acontecendo dentro da Braskem. Depois de anos, finalmente saiu a mudança de controle. A Novonor sai de cena e entra a IG4, dividindo o controle com a Petrobras. A lógica é simples: sai um controlador fragilizado e entra um player de turnaround, com foco total em reestruturação de dívida, eficiência e destravamento de valor. A IG4 entra já com pele em jogo, vindo via dívida convertida em equity. O incentivo aqui não é manter, é virar. Na prática, você passa a ter dois vetores que não existiam antes ao mesmo tempo: 1. possível melhora de ciclo via choque de oferta global 2. nova gestão com mandato claro de reestruturar A Braskem hoje ainda é uma empresa pressionada. Vende muito, mas sobra pouco. O problema segue sendo margem e alavancagem. Mas se o spread reage e a gestão executa, o operacional destrava rápido. Dito isso, não dá pra romantizar. É um caso extremamente complexo de turnaround. Alavancagem alta, ativos pressionados, dependência total de ciclo e ainda risco operacional relevante. Não é play óbvio. É aquela pimenta bem apimentada, que provavelmente deveria ocupar um espaço mínimo na carteira, se ocupar. O 4T25 é só fotografia de um fundo ruim. A tese agora é outra: se esse conjunto de ciclo + gestão consegue, de fato, virar a história. Cristiane Fensterseifer, CNPI, CGA, consultora Inscreva-se na news gratuita: investe10.com.br Whatsapp gratuito: chat.whatsapp.com/J3TFmrrTTTvGRF…
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Lasse
Lasse@lasse108·
If you want uncertainty and bad sleep you should invest in Braskem, if you can even call it investing at this point.
Lasse tweet media
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Net Net Battle
Net Net Battle@fincon350122·
@sentdefender Need a Kamikaze drone pilot to fly into the entrance of the tunnel with a MOAB
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OSINTdefender
OSINTdefender@sentdefender·
According to Reuters, citing sources with knowledge on the matter, the U.S. can only determine with certainty that they have destroyed about a third of Iran’s missile arsenal. Another third of the arsenal, buried in underground facilities that have been targeted in ongoing strikes, cannot be counted with certainty as destroyed.
OSINTdefender tweet media
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SpecialSituationAlerts
SpecialSituationAlerts@SpecSitAlerts·
📦 Divestiture — BRASKEM SA $BAK (6-K) Braskem's Mexican subsidiary, Braskem Idesa, is in advanced negotiations with bondholders to reorganize its capital structure, likely through a judicial process such as Chapter 11. The company has defaulted on interest payments for its 2029 and 2032 bonds, has engaged financial and legal advisors, and is sharing confidential information with holders. While no definitive agreement has been reached, the filing indicates a high probability of a formal restructuring process, which would create a special situation for the subsidiary's debt and potentially impact Braskem's ownership stake. The situation is material and investable, focusing on the distressed debt and potential equity recovery of Braskem Idesa. #Divestiture sec.gov/Archives/edgar…
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Sweden in EU
Sweden in EU@SwedeninEU·
.@SweAmbEU has signed the EU–Mercosur agreement in Brussels on behalf of Sweden. This comprehensive trade agreement creates opportunities for growth, jobs and sustainable development for both the EU and the Mercosur countries - Argentina, Brazil, Paraguay and Uruguay.
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The Local Sweden
The Local Sweden@TheLocalSweden·
Become a member and get unlimited access to The Local Sweden 🇸🇪
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Sweden
Sweden@Sweden·
Happy New Year from Sweden! 🥂 Thank you for hanging with us during the past year. Wishing everyone a great 2025! 💙💛💙💛 📷: Hilla Aspman/imagebank.sweden.se
Sweden tweet media
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