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@fabreres Avatar @fabreres Fabre Research

Fabre Research posts on X about $myxax, $bhf, acquisition, $pzza the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence finance XXXX% currencies XXXX% travel destinations XXXX% stocks XXXX%

Social topic influence $myxax #2, $bhf #16, acquisition #1691, $pzza #6, losses #777, cfo 1.72%, sydney #1350, $corz 0.86%, $crwv 0.86%, $100s XXXX%

Top accounts mentioned or mentioned by @acidinvestments @toy59496 @8888tld @baileyhlam @coreweave @adamsullivan1 @corescientific @julianklymochko @csd2500 @algov9 @given2tweet @stokedonwaves @puppyeh1 @orengueta13 @fasttradeking @couchinvestor @mvcinvesting @ljp0101 @stoked_on_waves @onodacapital

Top assets mentioned Brighthouse Financial, Inc. (BHF) Core Scientific, Inc. Common Stock (CORZ) CoreWeave, Inc. (CRWV) ZIM Integrated Shipping Services Ltd. (ZIM)

Top Social Posts #

Top posts by engagements in the last XX hours

"deadline to recommend the acquisition. Its been difficult to know about the direction of the hearing. We had one AFR report by its Health editor on 21/9: /2"
X Link @fabreres 2025-10-14T23:03Z XXX followers, XXX engagements

"@OnodaCapital @ACapitalLP I wont pretend to understand why people would bid this above the deal px on break; but I cant think the froth can keep $CORZ $XX unless $CRWV touches the high $100s. Maybe thats too reasonable"
X Link @fabreres 2025-10-15T10:45Z XXX followers, XXX engagements

"$MYX.AX: Lawyerly piece on trial outcome:"
X Link @fabreres 2025-10-15T17:42Z XXX followers, XXX engagements

"$MYX.AX: Mayne has won. This was easily the strangest legal arb Ive monitored since TWTR which is surely the all-timer. What was Cosette thinking In MYXs annual report issued this week they attribute $XXX mm in transaction and litigation costs for the deal now all /1"
X Link @fabreres 2025-10-15T06:06Z XXX followers, 6349 engagements

"So you have a highly probable though not assured deadline for close of XX November and a possible close of XX October. In my judgement FIRB will deliver its decision before the second court date; and Chalmers will rubber stamp it. Will Cosette appeal No idea. But the IRR /4"
X Link @fabreres 2025-10-16T03:40Z XXX followers, XXX engagements

"Theyre attentive to political considerations but they are not answerable to the ALP; Chalmers is different but will he defy the FIRB and reward Cosettes cynicism I am extremely doubtful; Chalmers will have CEOs / industry lobbyists in a fit if he invalidates a US-led /3"
X Link @fabreres 2025-10-15T21:06Z XXX followers, XXX engagements

"@csd2500 I dont think he considers it probable; and I agree that it would be astonishing since it has zero legal basis as a stratagem /possible still that Avista / HLs relationship to monarch parent would benefit MYX even if Cos bidco or Inc. becomes conveniently / suddenly insolvent"
X Link @fabreres 2025-10-16T06:41Z XXX followers, XX engagements

"@AAGresearch Succession of serious losses and fleeing investor base. Ive not looked closely enough at Manolete but does it have a case on its books where it has expended X mm"
X Link @fabreres 2025-10-15T07:53Z XXX followers, XXX engagements

"@ALGOV9 Interesting question. Yes to a degree: Mayne will soon be absorbed by Cosette who will acquire their liabilities including this litigation (cutting both ways: TXMD v MYX as well). So the question is whether Cosette will settle I suppose. I cant see why theyd do so"
X Link @fabreres 2025-10-15T18:13Z XXX followers, XX engagements

"acquisition on the basis of minor (by no means trivial for those concerned but numerically minimal) job losses or substitutable manufacturing capacity. I also do not see why MYX would pursue a recut at considerable expense to their major shareholders; to the /4"
X Link @fabreres 2025-10-15T21:06Z XXX followers, XXX engagements

"This devastates the reliance case for Cos. They never credited the projections Black also expatiates on the disclaimers that MYX insistently prefixed to its projections XX. You can tell the judgement was drafted quickly: a crucial line has MPG when it is recte Cosette /8"
X Link @fabreres 2025-10-16T22:04Z XXX followers, XXX engagements

"in DD prior to the SID. The ensuing judgement pertains to factual findings which are irrelevant to an appeal; incidentally Jefferies totally irrelevant to the proceedings XX pace AFRs fetish. 63-254 is a granular chronology of pre- and post-SID exchanges and cross-x /6"
X Link @fabreres 2025-10-16T22:04Z XXX followers, XXX engagements

"@given2tweet Yup. Im in agreement. Im not touching $PZZA here; I think your $BHF case is compelling partly on strength of Reuters update on BHF"
X Link @fabreres 2025-10-14T13:06Z XXX followers, 1151 engagements

"disclaimers on adequacy. AFR reported on 7/9 that the FIRB application was revised but the language in this article was heavily disputed by MYX: /4"
X Link @fabreres 2025-10-17T07:13Z XXX followers, XX engagements

"The tendency of all of these reports with the exception of Capital Brief is that Cosette was struggling; in the AFR for example we learn that Cosettes witnesses frequently claimed they did not recall in response to questions from MYXs barrister. /6"
X Link @fabreres 2025-10-14T23:03Z XXX followers, XXX engagements

"And two commenters on HotCopper who attended different days of the hearing (below one from 26/9 another from 1/10): /5"
X Link @fabreres 2025-10-14T23:03Z XXX followers, XXX engagements

"I would be extremely wary of predicting MYXs success purely on the basis of these reports: ask $LCM.L about prognoses of success in complex commercial litigation. I would want a silk sitting through each day of the trial and providing an informed judgement; and even then I /7"
X Link @fabreres 2025-10-14T23:03Z XXX followers, XXX engagements

"$MYX.AX: Where should this trade Consider $JLG.AX $IFL.AX and $RUL.AX. JLG traded solidly with overhanging MAC in principle at $XXXX ($5 deal) for a long stretch; RUL trades today ($5 deal) for $4.87; and IFL trades for $XXXX ($4.80). All are cash deals. Only MYX has had /1"
X Link @fabreres 2025-10-15T21:06Z XXX followers, XXX engagements

"$MYX.AX: Part I of a thread considering grounds for appeal. Ill summarise the judgement sequentially with paras.. Again this is only to kick the tyres on my own rationale; youd all be forgiven for ignoring what follows as academic / not relevant /1"
X Link @fabreres 2025-10-16T22:04Z XXX followers, XXX engagements

"$MYX.AX: AFR reporting that SA will try to block Cosettes acquisition by lodging an objection with the FIRB: /1"
X Link @fabreres 2025-09-07T10:27Z XXX followers, XXX engagements

"One piece in Capital Brief ($) which summarised the closing submissions (11/10): /4"
X Link @fabreres 2025-10-14T23:03Z XXX followers, XXX engagements

"$MYX.AX: AFR update"
X Link @fabreres 2025-10-15T06:47Z XXX followers, XXX engagements

"was going to turn around invariably and block the deal Yes it could be pro forma; but nothing in dispute pertains to the FIRBs ability to intervene. I find it hard to believe FIRB would permit parties to duke it out for millions AUD in a supreme court on an SID if they /10"
X Link @fabreres 2025-10-16T22:04Z XXX followers, XXX engagements

"@OrenGueta13 Thanks Oren Are you bagholding $ZIM with me"
X Link @fabreres 2025-10-15T10:15Z XXX followers, XXX engagements

"Begins: Black dismisses the affidavit evidence offered by Cosette and favours MYX CFOs; a crucial issue was latters submission that he disclosed forecast volatility to Carsten Cos. CFO. XX. Carsten expressed written scepticism about MYXs forecasts before the SID XX. /2"
X Link @fabreres 2025-10-16T22:04Z XXX followers, XXX engagements

"$MYX.AX: FIRB apparently wont issue its decision before XX October second court date per MYX PR this afternoon. No idea what to make of this: FIRB provides reasons to Treasurer (I assume) and needs time to assess judgement to provide substantive defence for its decision /1"
X Link @fabreres 2025-10-16T06:50Z XXX followers, 1048 engagements

"None of this is obviously relevant to an appeal as its factual recitation; several items which trip up Cos. including pre-SID concession that MYXs forecasts were basically irrelevant to the NBIO 84-5 including scepticism XX of back-weighted projections in EBITDA /7"
X Link @fabreres 2025-10-16T22:04Z XXX followers, XXX engagements

"$MYX.AX: I should not be awake; but just to clarify the timeline: $XXXX is XXXX% spread when this could close as early as the second court date (22 October) per MYXs PR today (below). Three pending risks: (1) FIRB has extended beyond the statutory deadline to 31/10 /1"
X Link @fabreres 2025-10-16T03:40Z XXX followers, XXX engagements

"since the report obviously mattered to Cos. but Black discounts it totally by adverting to (maybe) controversial principles of inadmissibility. Black asks about Cos. neglecting to call evidence XX from their own or Avista employees who accessed DD in the dataroom; he infers /4"
X Link @fabreres 2025-10-16T22:04Z XXX followers, XXX engagements

"And Capital Brief:"
X Link @fabreres 2025-10-15T06:49Z XXX followers, XXX engagements

"the possibility of escaping an SID on the strength of a missed projection. But anyone with a law degree knows that judges can strive to distinguish where they worry about ramifying precedent or floodgates. For what its worth Im taking a modest gamble /11"
X Link @fabreres 2025-10-14T23:03Z XXX followers, XXX engagements

"and Im long MYX into the decision. As Im XX hours behind Sydney Ill just have to wake up to the judgement. If anyone is in court DM me. Nothing above constitutes financial advice as always. GLTA. 12/12"
X Link @fabreres 2025-10-14T23:03Z XXX followers, XXX engagements

"The importance of (2) relates to the problem of DD disclosures before termination of the SID regarding MYX projections: Black has basically shown that Cosette formed a complex picture of MYXs future not singly reliant on MYXs projections which are couched heavily in /3"
X Link @fabreres 2025-10-17T07:13Z XXX followers, XX engagements

"@lattice1234 @given2tweet Im more sanguine about $BHF like Matt because the reports were presenting the process as bilateral; maybe the c-suite commits seppuku to salvage their salaries in the face of a shareholder revolt. But if the deal as reported is real Id think they have to take it"
X Link @fabreres 2025-10-09T21:16Z XXX followers, XXX engagements

"nothing from it but points to irony in Cos. refusing to amend scheme expiry date and possibly constraining scope of evidence they could adduce punctually; hes congenial to MYX CEO and CFO evidence 38-58 and notes XX crucially that February EBITDA decline was disclosed /5"
X Link @fabreres 2025-10-16T22:04Z XXX followers, XXX engagements

"$PZZA: Apollo offer at $XX reportedly with sizeable spread. I find this interesting principally as a control for whether the $BHF reportage is accurate. Yes journalists can feed a pump and dump; but is Reuters vulnerable to manipulation in this way Tell me if this is naive"
X Link @fabreres 2025-10-13T20:58Z XXX followers, 1506 engagements

"on either eventuality is superb. Its also a long way down on break; again possible you could hedge by buying Hamilton Lane (below) which might have some correlation in px with the MYX / Cosette outcome given its fall today. This is a high risk situation but Ive /5"
X Link @fabreres 2025-10-16T03:40Z XXX followers, XXX engagements

"@smelling_bs Correct. But MYX is now indemnified for costs in legal proceedings (not trivial) and FIRB intervention would be astounding. But I wouldnt count my chickens"
X Link @fabreres 2025-10-15T12:56Z XXX followers, XX engagements

"Bears repeating that I owe any insights I had on MYX to Jeremy @acidinvestments @toy59496 and @HarvestLaneAM. I wont victory lap this at all; its not over. But I will say Ive learned a great deal from you all; thanks"
X Link @fabreres 2025-10-15T21:39Z XXX followers, 1552 engagements

"$BHF: Seems an oddly steep discount to the upper reported deal price (27%); maybe the reports are hollow like that Semafor piece from Feb. on Qatar-Irth / Apollo taking out $PZZA but Einhorn seems to think theyre real"
X Link @fabreres 2025-09-23T19:50Z XXX followers, 1522 engagements

"One piece by Ben Bailey (@BaileyHLAM) from 10/10 which described Cosette as up the creek without a paddle: /3"
X Link @fabreres 2025-10-14T23:03Z XXX followers, XXX engagements

"Ill continue summary tomorrow; the second half of judgement which addresses grounds for termination includes the more eligible bases for appeal. The only point Ill append here is the following: Why would FIRB force Black to produce an extensive judgement urgently if it /9"
X Link @fabreres 2025-10-16T22:04Z XXX followers, XXX engagements

"$MYX.AX: Justice Black will be delivering his judgement today (15/10) at XXXX pm in Sydney. If he finds for Cosette then the ensuing schedule is basically immaterial but for reference: 22/10 is the second court date to finalize the scheme and 31/10 is FIRBs /1"
X Link @fabreres 2025-10-14T23:03Z XXX followers, 3944 engagements

"$MYX.AX: a piece in Capital Brief. Ill just have to pay for a subscription:"
X Link @fabreres 2025-10-11T10:02Z XXX followers, XXX engagements