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@SpecSitsCapMgmt Avatar @SpecSitsCapMgmt Special Sits Capital Mgmt

Special Sits Capital Mgmt posts on X about $bolpa, nav, $ocias, future the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: X #

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Followers: XXXXX #

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Social Influence

Social category influence finance XXXXX% technology brands XXXX% cryptocurrencies XXXX% stocks XXXX% automotive brands XXXX% countries XXXX%

Social topic influence $bolpa 10.71%, nav #21, $ocias 7.14%, future 7.14%, $vivpa #1, $bolfp #1, lg #848, $003550ks #845, $051910ks #1, guess XXXX%

Top accounts mentioned or mentioned by @reignots @acapitallp @bestinvestorevr @east72dynasty @business @foxcastlehold @yannickbollore @dlitten4 @mxschumacher @abroninvestor

Top assets mentioned SATS (Ordinals) (SATS) MGM Resorts International (MGM)

Top Social Posts

Top posts by engagements in the last XX hours

"The liquidation of $OCI.AS could be interesting. There is 60%+ upside assuming no future acquisitions (not a certainty) full distribution of the cash a Dutch liquidation tax of XX% (best guess) and the stub (EU Nitrogen ex-terminal) sold as a going concern. Worth following"
X Link 2024-10-28T15:51Z 3916 followers, 1887 engagements

"@East72Dynasty @business VB has a clear intent IMO. If he is allowed to get away with the ex-Rivaud squeeze-out he will do the same to $ODET.PA. The simplification of the galaxy will happen but not in the manner and timing everyone expects unfortunately"
X Link 2025-03-18T10:11Z 3916 followers, XXX engagements

"Why would Bollore $BOL.PA omit the stakes in the ex-Rivaud Cos and the whole control loop As far as I know the ex-Rivaud are still listed arent they Why not publish a clear NAV as Vivendi $VIV.PA did recently Why the Co doesnt make any effort to show its undervaluation"
X Link 2025-03-18T12:15Z 3918 followers, 6876 engagements

"Revisiting Bollor $BOL.PA $BOL.FP after 1H25 results: Net cash at EUR5.5 bi is now higher than the market cap adjusted for the control loop at EUR5.3 bi. The adjusted NAV discount is now at 69%"
X Link 2025-09-18T12:58Z 3916 followers, 8130 engagements

"Also updating my SOTP valuation for Exor $EXO.AS $EXO.NA after the 1H25. At almost XX% the discount looks extremely attractive. Note at Exor has agreed to sell Iveco in two separate transactions to Leonardo and Tata Group so pro-forma cash would be close to EUR3 bi"
X Link 2025-09-18T13:40Z 3916 followers, 2714 engagements

"Together with this purchase of $CBDG.PA shares the merger of Socit Bordelaise Africaine and Socfrance was also announced an additional simplification step within the Bollore $BOL.FP $BOL.PA Galaxy"
X Link 2025-11-24T22:09Z 3918 followers, 3724 engagements

"LG Chem $051910.KS has updated its value-up plan which calls for a reduction in the LG Energy Solutions $373220.KS stake from XX% to XX% over the mid-to-long-term. This is bullish for LG Chems XX% NAV discount which mostly reflect its LGES stake. X% of LGES would fetch KOW8.7 tri over 1/3 of LG Chems MCap"
X Link 2025-11-28T01:50Z 3916 followers, 3760 engagements

"@ACapitalLP The implied valuation of SpaceX was actually $XXX bi or $XXX per share (as per filings). $SATS received XXX% of the company. At $XXX bi its stake would be valued at $XXXX bi"
X Link 2025-12-05T19:25Z 3918 followers, XXX engagements

"LG Chem $051910.KS hires law firm to engage with activist investor on proposed measures to tackle the companys huge NAV discount"
X Link 2025-11-10T23:16Z 3916 followers, 1055 engagements

"For 2025 the board of new Vivendi should put in place a Prosus-style $PRX.AS buyback scheme through which they would sell some 100-200 m/year of $UMG.AS and buy back $VIV.PA stock. This would create value for shareholders by monetizing the current NAV discount. @YannickBollore"
X Link 2025-01-01T17:39Z 3918 followers, 4074 engagements

"Doing a deep-dive on $MGM. It seems cheap If you take their MCap of $XXXX bi deduct $XXX bi from their XX% stake in MGM China $2282.HK another $XXX bi for their XX% stake in BetMGM which will have $XXX bi (2x revs) in revenues this year with EBITDA of at least $150M deduct another $XXX bi for MGM Digital which has $600M in revenues (2x revs) and comprises the operations of LeoVegas in Europe and XXXX% stake in BetMGM Brazil a JV with the largest local media group Globo. You then add back MGM LasVegas/Regionals debt of $XXX bi and see MGM LasVegas/Regionals trading at 2.2x its $XXX bi"
X Link 2025-08-23T14:57Z 3918 followers, 3870 engagements

"Looking back at my work on $OCI.AS $OCI.NA my approach was not totally wrong. What I got right: 1) a residual valuation for the Rotterdam Terminal (even though I was optimistic) 2) a Dutch Dividend/Liquidation Tax once all paid-in capital had been repaid. What I got wrong: 1) The full liquidation scenario: In the end the controlling family chose to merge what was left of OCI into another family-controlled company once large capital distributions had been made. 2) a pretty much forced merger with an UAE-listed company which for a company with a large small investor following was deadly"
X Link 2025-12-12T02:55Z 3917 followers, 1510 engagements