Nick C

@Marcelo12650938 This is the crucial point with $BAK right now, but the directors would have looked desperate and off-topic if they focused on this in their Q4 presentation.

$BAK #BRKM5 $LYB $DOW O CEO Roberto Ramos argumentou que o conflito tem dimensões maiores do que as incursões anteriores e que isso pode prolongar o momento de alta nos preços do setor. Rosana Avoglio, diretora de Relações com Investidores, disse que consultorias externas projetam aumento de quase 50% nos spreads do segundo trimestre de 2026 em relação ao primeiro. Sem dar guidance formal, Rosana mencionou que o Ebitda histórico da Braskem entre 2014 e 2025 foi de cerca de US$ 2,4 bilhões, e que os spreads esperados para 2026 se aproximam dessa média. Se a companhia de fato alcançar esse patamar de resultado operacional, a alavancagem cairia matematicamente de quase 15 vezes para cerca de 3 vezes, já que a dívida não muda, mas a outra ponta da conta, o Ebitda, quadruplicaria. investnews.com.br/negocios/brask…

@__Hey_July__ Да, думал наверняка сможешь себе это позволить. Ты стоик

@nickc_75 элайнеры? они не подходят для моего случая

теперь могу сказать, что пройдя мед универ, работу в детской кардиореанимации, подготовку и переезд за границу, подтверждение диплома и работу тут- я могу всё.

@__Hey_July__ невидимые пластиковые брекеты

@nickc_75 что?

@DCommittee28163 @fincon350122 There was a (tamer) microcosm of $BAK when $EC (petro) and chems like $LYB released q4. All results were bad but they just needed to not be on the brink of death to monetize improving situation. BAK closer to death but now has rocket behind it = possible biggest comeback of all.

@fincon350122 Yes, my back of envelope math says they're annual run rate ebitda might be $1.5b-$2.2b for 2026. People just scared by backward looking net debt/ebitda metric

$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.

@__Hey_July__ ты не выбрала Invisalign?

а ещё брекеты, это в моем случае больно и долго, лечение идет с 2023 года уже

@WerewolfHolding @CNBC Thoughts on $BAK ?

$PBR Right on schedule @cnbc

@WerewolfHolding @CNBC Similar movement for $LYB you think? Had a large position in this but sold most of it yesterday and today. Still got about 20g in - you never know..

$DOW Dow....our $38 target is here..... may hit $40 based upon price increases.....and that should be it for now...then we flush to $29ish with market flush....then up too $59....enjoy! @cnbc

@malinvested Might just be perception and momentum, happens a lot.

@nickc_75 in what sense do you mean? agree that the stock, on some days at least, is trading like it’s a US advantaged olefin player (like LYB or DOW) seems like it’s getting caught up in the “buy us chems on steeper cost curve” thesis but I’m not sure this applies to them?

can anyone enlighten me here? $HUN input costs spiking while end markets struggle, with significant footprint in energy disadvantaged mkts. seems pretty poisonous in this environment. perhaps it doesn't warrant 13x forward EBITDA. Polyurethanes ~55% of sales / capacity in Europe & China key inputs: benzene (oil-linked📈); PO (petrochem📈) key end markets: construction, auto, consumer durables (📉) => maybe MDI margins in the US improve until the end-markets start struggling, but in the meantime Europe is pretty well f'd Performance Products ~40% of sales / ~30-40% capacity in Europe & China key inputs: ammonia (📈), PO/EO/EDC (📈), butane (📈) key end markets: construction (📉), fuel additives (?), agrochem (~), water treatment (~) => you're competing with farmers for ammonia in a global fertilizer shortage Advanced Materials ~65% of sales in Europe / China key inputs: various, internal (~) key end markets: aero (~), infra (~), auto (📉) => generally recessionary environments aren't good for epoxy resins

study for 20 years work for 40 years Free for 5-10 years (if you're lucky) Die it's a scam

@Marcelo12650938 @Dannydropsdimes But $HUN overselling looks completely wrong if the europe exposure is overstated - and the other chems are heading relentlessly higher. Have bought in again today.

@Dannydropsdimes Agree

$BAK #BRKM5 $LYB $DOW $HUN Another top analyst on board “Vertical Research Initiates Dow Inc(DOW.US) With Buy Rating, Announces Target Price $37” Vertical Research analyst Kevin McCarthy initiates coverage on $Dow Inc (DOW.US)$ with a buy rating, and sets the target price at $37. news.futunn.com/en/post/698061…

@joeriwestland At this point am not sure you will ever live this tweet down wrt $FLNG 😀, could adjust your pick to add dunce hats on top of those containers.

If the war results in loss of LNG supplies and a spike in LNG prices, the outlook for LNG shipping rates will go even worse. Lower volumes to ship and only short haul EU will be willing to pay up. $flng $Clco $ccec

@AlexHoodless @dandliondlion Aren't you the one who used to torture 13 year olds when you were an 18 year old 'prefect'? - stress positions against wall. You do understand that's a serious criminal offence right, and are still liable. Must worry if/when there will be a knock on the door sometime.

@dandliondlion Reading?? 🎅🏻

🎄 8🎄 GUESS THE LOCATION OF MY FIRST EVER SHOW!! You could win a voice note of the session in which 'Feels So Good' was written! No one will have this except you and I!!

@_ForceMajeure_1 @Dannydropsdimes Is this not the case also for $LYB , which hasn't dropped?

@Dannydropsdimes $hun have very high exposure to European auto which is going to get screwed badly if Hormuz doesn’t resolve

Why is $HUN down 8%? Lmao

@joeriwestland You've called $FLNG horrendously wrong so far (to be fair it's only due to the war). Are you re-assessing your position on it now? You could just put your hands up and say you are only a fair weather situation analyst.

@Dannydropsdimes Is it because $Hun is up a lot already and people half suspecting the Iran situation gets dialled back over the weekend? My theory on this, and bought in today.

@MagnaCartaPost @visegrad24 Poor guys 🫤

@visegrad24 Jesus fucking Christ! The absolute KABOOM of that torpedo.

BREAKING: The moment a U.S. submarine torpedoed the Iranian Navy frigate IRIS Dana off the coast of Sri Lanka yesterday. At ⁠least ​80 ​people were killed ​in ‌a US ⁠submarine ‌strike on ⁠an Iranian warship ​in ‌the Indian Ocean, Sri ‌Lanka's ​deputy foreign minister told ​local ​television.

@kezia_noble So basically there's no excuse for anyone to have a mum bod 🤗

I’m old AF. Don’t go to the gym. Done all the giving birth stuff. I’ve never gone over 54kg. I’ve also never used these jabs. You don’t have to take them either.

When people say ‘my Ozempic or Mounjaro weight loss journey’ 😂 Please. You’re not on a journey. You stick a pen in your stomach that makes you feel full. The moment you come off it you’ll be back to your old self. Your journey is a lifetime on medication 💉 Enjoy.

And just like that, everyone is now an expert on The Middle East, foreign policy, and war. 🥲

@kezia_noble Presumably it's called starving yourself 😃

Good Morning ☀️ Gym clothes but no gym! You can stay slim and toned without going to the gym, even at my age which is 45! Can you guess how to do it?