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@Fenmagne Avatar @Fenmagne Fenix Vanlangerode

Fenix Vanlangerode posts on X about $ce, $lyb, $ats, $dow the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXXX% technology brands XXXX% currencies XXX%

Social topic influence $ce #2, $lyb #5, $ats #6, $dow #10, $hfg #3, $evk #2, balance sheet #1506, price of #590, $amd #870, cuts #1377

Top accounts mentioned or mentioned by @capitalatrisk23 @siyul @fluctuscapital @roojoo3 @johndoeknowsguy @notfomo @snubiedotcom @nesjamag @iggyoninvesting @taobanker @valuesci @rubicon59 @huntforcatalyst @hybondlover @tintincapital @ciaodottoressa @atro83807529 @tr4der @carambar007 @nicotinecap

Top assets mentioned Celanese Corporation (CE) LyondellBasell Industries NV (LYB) Alltoscan (ATS) Dow Inc (DOW) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) Paramount Skydance Corporation Class B Common Stock (PSKY) Olin Corp. (OLN) Credbull (CBL) Berkshire Hathaway Inc Class B (BRK.B) Warner Bros Discovery, Inc. (WBD) Marvell Technology Inc (MRVL) Paramount Global (PARA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Added the same amount of $CE Celanese at the exact same $XXXXX as in April completing the earlier XX% add and making it a full XXX% position increase versus my pre-April X position"
X Link @Fenmagne 2025-10-10T17:06Z XXX followers, XXX engagements

"Might soon get the opportunity to solve this issue $CE"
X Link @Fenmagne 2025-09-25T18:27Z XXX followers, XXX engagements

"@valuesci Read it excellent framework. Two Qs to sharpen my view: (1) Whats your base-case path for utilization/closures (EU/Asia) over 2630 (2) Odds the EU protects vs letting US/ME product displace local Net: LT tailwind for $CE (ethylene buyer) and $DOW/ $LYB (ethane-advantaged)"
X Link @Fenmagne 2025-10-14T14:41Z XXX followers, XX engagements

"Anyone looked into UK chemicals Johnson Matthey $JMAT Victrex $VCT Croda $CRDA"
X Link @Fenmagne 2025-08-25T17:48Z XXX followers, XXX engagements

"$CE has a sizeable operating leverage to any acetyls upturn"
X Link @Fenmagne 2025-10-14T06:58Z XXX followers, XXX engagements

"$MNDI Mondi down to 869p after Q3 EBITDA 223m (-51m vs Q2) prices under pressure weak demand guidance leverage XXX post-Schumacher. Integrated model solid balance sheet. Anyone looking"
X Link @Fenmagne 2025-10-06T08:27Z XXX followers, XXX engagements

"Bought a XXX% position in $LYB LyondellBasell Industries N.V at $XXXXXX a share at the open"
X Link @Fenmagne 2025-10-13T14:48Z XXX followers, XXX engagements

"So this week the price of $HFG reached XXXX and my buy price was 6.79; then it went up to XXXX (+15%) so I missed by XXXX. Then $LYB reached XX and I put my buy order X minutes after close when Monday will probably be a strong green. X very close misses"
X Link @Fenmagne 2025-10-11T22:22Z XXX followers, XXX engagements

"$AMD +35% / $ATS AT&S +7% OpenAI to deploy X GW of AMD Instinct GPUs (start: X GW in H226) + warrants for up to XXX m AMD shares (10%). Bullish read-through for AT&S as an AMD substrate supplier"
X Link @Fenmagne 2025-10-06T13:20Z XXX followers, XXX engagements

"$GXI crashed because trust + execution + balance sheet optics all hit at once. BaFin audit headline multiple guidance cuts dividend slashed PE talks ended CFO changethen momentum selling. Heres what happened and why it looks overblown. 1/18"
X Link @Fenmagne 2025-10-14T12:49Z XXX followers, XXX engagements

"Increased my $CE Celanese position even more by XX% at $XXXXX. Now again my biggest position"
X Link @Fenmagne 2025-04-07T16:46Z XXX followers, 1554 engagements

"Bought a XXX% position in $TMV.DE TeamViewer SE today at XXXXX. NTM 7.5x P/E XX% FCF yield; XX% GM XX% EBITDA XX% retention. 1E/DEX adds auto-remediation cross-sell & higher ACV. Delevering to XXX active buybacks CEO bought XX. Risks: $MSFT bundling SMB churn"
X Link @Fenmagne 2025-09-15T08:52Z XXX followers, 1156 engagements

"VIE: $ATS rose XXXX% today. Likely a read-through from the NvidiaIntel partnership with investors assuming stronger future demand for AT&Ss advanced substrates and packaging capacity"
X Link @Fenmagne 2025-09-18T23:44Z XXX followers, XXX engagements

"Why its likely overblown: bill-and-hold errors (if any) are typically timingmove some revenue from FY24 FY25. Euros involved are small vs 2bn sales; cash doesnt vanish. The big risk is credibility which clean quarters can rebuild. 4/18"
X Link @Fenmagne 2025-10-14T12:49Z XXX followers, XX engagements

"$LYB too cheap under $XX. A very good deal. Tried to buy a position but wanted to be XXX% sure and when I made the order market had closed X minutes prior. Will probably open monday up :/"
X Link @Fenmagne 2025-10-10T20:07Z XXX followers, XXX engagements

"@capitalatrisk23 $EVK many factors sound great to my ears"
X Link @Fenmagne 2025-09-24T00:45Z XXX followers, XXX engagements

"Deep dive on TeamViewer $TMV.DE. A cash-generating software business priced as if its shrinking. In reality: recurring revenues solid downside protection 4060% margin of safety and potential upside of 150%+ if execution lands"
X Link @Fenmagne 2025-09-16T19:55Z XXX followers, XXX engagements

"@huntforcatalyst Thanks for the recommendation. Very interesting indeed. $OLN - will investigate"
X Link @Fenmagne 2025-10-13T21:37Z XXX followers, XX engagements

"Portfolio Performance (Nominal gain/loss %) as of 01/10/2025 $BPOST +21.40% $CE XXXXX% $CBL +7.18% $ATS +19.66% $DOW XXXX% $BRK.B +68.67% $OSB +43.66% $MRN +20.67% $HFG XXXX% $EVS +20.82% $BATS +71.02% $VTY +22.47% $DIN +13.92% $EVK XXXX% $TMV 4.95%"
X Link @Fenmagne 2025-10-01T19:54Z XXX followers, XXX engagements

"$ATS (AT&S) will enter the defense market. Leoben site is being adapted to defense standards. Medium-term goal: mid double-digit m annual revenue. Thesis: planning reliability tech-led growth less cyclicality. ESG-aligned; supports Austrian jobs"
X Link @Fenmagne 2025-10-03T08:02Z XXX followers, XXX engagements

"$MRVL might become a big customer of AT&S $ATS"
X Link @Fenmagne 2025-07-30T22:29Z XXX followers, XXX engagements

"Why that nuked the stock: fear that timing issues broaden into controls or a restatement. With leverage X small EBITDA moves hit equity hard so the multiple compresses first ask questions later. 3/18"
X Link @Fenmagne 2025-10-14T12:49Z XXX followers, XX engagements

"@capitalatrisk23 Nice thanks. I have DSM (waiting for XX and it's at 72) so not cheap enough for me yet. I'm looking at Evonik LANXESS and Clariant. Arkema is next in my research but didn't flag as interesting as the rest. But now that you mentioned it I will definitely look into it"
X Link @Fenmagne 2025-09-23T22:02Z XXX followers, XXX engagements

"Exited my entire position in $PSKY $PARA Paramount Skydance Corporation today at $XXXXX. First buy: XX Nov 2022 Last buy: XX Jun 2024 Exit: XX Sep 2025 Nominal gain: +65.2% Holding period: 2y10m Annualized return: XXXX% CAGR Position size as of selling = XX% of portfolio"
X Link @Fenmagne 2025-09-23T16:21Z XXX followers, XXX engagements

"TL;DR: The crash is a confidence spiral not a franchise failure. If the audit is narrow and cash returns as capex fades this is a value opportunity born of overreactionmultiples heal faster than end-markets change. Not advice; process prediction. 18/18"
X Link @Fenmagne 2025-10-14T12:52Z XXX followers, XXX engagements

"$HFG HelloFresh down X% after a USDA alert on possible listeria contamination in select U.S. ready meals (spinach from co-packer FreshRealm). My estimate is a 1030m one-off impact to FY25 mostly reputational and operational rather than structural"
X Link @Fenmagne 2025-10-07T09:07Z XXX followers, 1542 engagements

"Portfolio is now XX% chemicals. $CE $LYB $DOW $EVK"
X Link @Fenmagne 2025-10-13T14:51Z XXX followers, 1154 engagements

"I see $CE back above $XXX by H2 2027 (2 years) as it deleverages with $700$1000M annual FCF refinances at lower rates amid Fed/ECB cuts and rides a demand recovery in autos and acetyl spreads. Thats a XXXX% annualized return from todays $42"
X Link @Fenmagne 2025-09-25T11:52Z XXX followers, XXX engagements

"$KSPI update: price just dipped $XX but Im raising my MoS. New TGTP = $XX (was $75). Why: NBK at XX% (funding costs ) KZT weaker (USD EPS drag) 2025 dividends paused and Trkiye execution still in ramp. Great moat tougher macro deeper discount"
X Link @Fenmagne 2025-10-10T17:51Z XXX followers, XXX engagements

"Guys chemicals are getting destroyed. Why do I see nobody talking about the European ones I see $DOW $CE $LYB $BASF but what about the other ones Diving into this ASAP. I'm really considering increasing my overly high exposure"
X Link @Fenmagne 2025-09-23T21:41Z XXX followers, 2149 engagements

"Just a reminder insiders bought $1M+ this year in $CE Celanese stock around $54-40. Also there was NO open-market insider selling (Form X code S) since Jan X 2025"
X Link @Fenmagne 2025-09-25T20:40Z XXX followers, XXX engagements

"@ATro83807529 Or buy before they start to buy back and rerate the price"
X Link @Fenmagne 2025-10-15T09:03Z XXX followers, XX engagements

"The headlines look awful: accounting flaws shares tank 38%. Hard not to panic when you see that especially after Wirecard"
X Link @Fenmagne 2025-10-14T13:20Z XXX followers, XXX engagements