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@skewangles "3/ Deal funding: Now largely de-risked; priced notes + term loans cover the 1.53bn cash leg (with equity to come); Pro-forma financials also filed. Regulatory path is partially cleared (UKGC pre- & Gibraltar approval). Remaining "customary" approvals/conditions still stand"
X Link @skewangles 2025-09-25T12:09Z XXX followers, XX engagements

"SA Competition Commission gives conditional nod to Canal+'s MultiChoice takeover deal valued at XXXX bn USD. This reshapes the African pay-TV landscape $CAN.L (1/x)"
X Link @skewangles 2025-05-26T12:05Z XXX followers, 4252 engagements

"2/ The combined platform is pitched as an infrastructure/investment vehicle anchored in Abu Dhabi. Background reporting highlights a pivot to U.S. infrastructure (incl. data centers) and deploying $1bn cash from $OCI.AS toward projects under OCs EPC umbrella"
X Link @skewangles 2025-09-22T10:50Z XXX followers, XXX engagements

"10/ To use a dessert metaphor if $LXS.DE 's future is a sum-of-the-parts today youre getting the stale bread for the price of yesterdays cake ingredients. Plus a voucher for a better dinner. Market is pricing some things can go very wrong in chemicals discount fair but"
X Link @skewangles 2025-10-13T13:22Z XXX followers, XX engagements

"$BALY update as of today: Per management base case close is Q425. Intralot shares to be received: 873.7m * XXXX spot =1.12bn. Cash proceeds: 1.53bn. Total deal consideration basket: 2.65bn (before taxes/fees/hedges); deal creates headroom to pay down secured debt"
X Link @skewangles 2025-09-25T12:09Z XXX followers, XXX engagements

"END/ $BALY is a close-and-deleveraging option value hinges on (i) the pace/magnitude of deleveraging (ii) the durability of Casinos & Resorts cash flow + the path to breakeven/profit in NA Interactive (iii) the holdco discount investors apply (incl. Intralot stake post-deal)"
X Link @skewangles 2025-09-25T12:09Z XXX followers, XXX engagements

"3/ For $OCI.AS holders $300m second tranche distribution is now at risk; a mix of dividend/buybacks was expected in "late-2025/early-2026". The merger adds risk that this tranche could be deferred or re-purposed toward the new platform eroding the old near-term cash backstop"
X Link @skewangles 2025-09-22T10:50Z XXX followers, XXX engagements

"@huntforcatalyst Las Vegas : no near-term capex there as the As ballpark is moving toward an Oct X county vote on the development agreement and Ballys future resort plan remains uncommitted. So NYC outcome is the swing factor otherwise $BALY has a mechanical path to take debt down by $2bn"
X Link @skewangles 2025-09-28T12:38Z XXX followers, XX engagements

"OCI N.V. $OCI.AS and Orascom Construction (OC) announced that they are pursuing a merger with the latter as the acquiring ADGM-incorporated ADX-primary listed entity. OCI shareholders would receive new OC shares at a ratio to be set after due diligence/relative valuation. 🧵"
X Link @skewangles 2025-09-22T10:50Z XXX followers, XXX engagements

"5/ Also it seems that Lanxess books the recurring one-off costs nearly every year. Segmentally: Consumer Protection is carrying the ball H1 2025 EBITDA rose to 160m from 129m (+24%) while Specialty Additives and Advanced Intermediates are where the cyclical pain shows"
X Link @skewangles 2025-10-13T13:22Z XXX followers, XX engagements

"Risk-wise theres always some angstFrench subscriber churn FX noise from MultiChoice (rand volatility) and regulatory hangups. On pure valuation alone $CAN.L still trades at a miserly XXXX P/E versus the XX European media median. @joinyellowbrick @ideahive (3/x)"
X Link @skewangles 2025-07-29T09:25Z XXX followers, XXX engagements

"END/ Net debt is already moving the right way. Any cyclical improvement (stimulus adding tailwind) + FORWARD savings combine those and near-term mid-single-digit multiple on trough EBITDA starts to look conservative rather than cheap for a reason. Lanxess $LXS.DE DYOD"
X Link @skewangles 2025-10-13T13:22Z XXX followers, XX engagements

"Bachem $BANB.SW is a Swiss specialty chemical company a world leader in peptide production (critical for many modern drugs e.g. diabetes and weight-loss therapies). After a brief lull in 2023 Bachem is back to robust growth mode: 🧵"
X Link @skewangles 2025-08-25T10:13Z XXX followers, 4708 engagements

"9/ Enterprise value (EV) : CHF 5.06bn (Mkt cap 5.03bn + net debt 0.03bn). EBITDA (TTM) : 176m. Net income : 120m. EV/EBITDA 28.7x. Delivery of the 2026 plan alone de-rates Bachem to 1417x EV/EBITDA. Catalent was bought out at 23x implies meaningful upside for $BANB.SW"
X Link @skewangles 2025-08-25T10:13Z XXX followers, XXX engagements

"8/ $OCI.AS upside hinges on a near-parity ratio & execution: If the exchange ratio approximates SOTP vs OCs ADX value and if the combined entity deploys OCIs cash/Methanex proceeds into high-IRR infrastructure multi-year compounding can exceed the prior liquidation math"
X Link @skewangles 2025-09-22T10:50Z XXX followers, XXX engagements

"Theres this chemical company Lanxess AG lurking quietly on German mid-cap listings churning out everything from polymer additives to the consumer protection stuff you probably learned about during the pandemic. $LXS.DE 🧵"
X Link @skewangles 2025-10-13T13:22Z XXX followers, XXX engagements