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@jefke00 Avatar @jefke00 jefke

jefke posts on X about dividend, $umibr, $ocias, not for 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: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XX% countries X% travel destinations X% stocks X% cryptocurrencies X%

Social topic influence dividend #200, $umibr #1, $ocias #27, not for 4%, just a 4%, $cprmi 4%, belgium 4%, $axta 4%, $akzaas 4%, business X%

Top accounts mentioned or mentioned by @thijs4stocks @kab604 @valuedontlie @taobanker @joinyellowbrick @upslopecapital @thijsbuitenhuis

Top assets mentioned Axalta Coating Systems Ltd. (AXTA) Golar LNG Ltd (GLNG) SONM (SNM) Millicom International Cellular S.A. Common Stock (TIGO)

Top Social Posts

Top posts by engagements in the last XX hours

"$OCI.AS down XX% after announcing the share-exchange ratio in its combination with Orascom (ORAS). Could be an opportunity (but not for me for tax reasons)"
X Link 2025-12-09T09:57Z 2033 followers, 4997 engagements

"That said the deal structure probably means I get taxed on it as a dividend which makes it a no go for me. Btw this was just a quick look from someone who hasn't really followed the situation from closeby. I probably missed some obvious and less obvious things"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements

"Italian tax authorities now hold a XX% stake in Campari $CPR.MI"
X Link 2025-11-03T10:44Z 2033 followers, 1420 engagements

"Umicore $UMI.BR down 10%+ on: - GBL sold 19.6m Umicore shares (8% of capital) via accelerated bookbuild for about 300m. - Stake reduced from XX% to X% - Remaining X% is "non-core" and will likely be sold ASAP after 90-day lock-up"
X Link 2025-11-18T09:52Z 2033 followers, XXX engagements

"I was thinking that maybe $UMI.BR could buy the remaining X% with the proceeds they received from their gold sale-leaseback But apparently that's legal in the US but not in Belgium "Belgium/EU: Umicore cannot do a one-holder block buyout from GBL; it must be pro-rata to all or via open-market repurchases.""
X Link 2025-11-18T09:59Z 2034 followers, XXX engagements

"Artisan Partners on the $AXTA $AKZA.AS deal: "Selling out of a cheap business that is performing well and taking the currency of a company that has never done well""
X Link 2025-11-21T17:34Z 2034 followers, XXX engagements

"$UMI.BR CEO said in an interview yesterday: - Gold was the only metal they could do the sale leaseback with( X% annual lease cost) Industrial metals like silver and palladium can have fluctuating leasing costs and shortages - Open to exiting certain segments (batteries): Open to JVs or sales of segment if it creates value for Umicore (so at the right price) - Their cash cow catalysts is performing better and for longer than previously expected due to the cooling of the EV market. - Buybacks at some point AFTER "value recovery" in battery segment AND lower leverage (although they would end the"
X Link 2025-12-05T09:14Z 2033 followers, XXX engagements

"Bullish non-US LNG exporters who don't have to fight data centres for nat gas supply Removes some $GLNG counterparty tail risk"
X Link 2025-12-06T09:14Z 2034 followers, 1139 engagements

"Each OCI share will receive XXXXXX ORAS shares = XXXX gross value per OCI at XXXXX AED = XXXX per OCI = 20-22% net spread for a deal that should be done in Q1 26"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements

"Speculation on the drop in share price: The final ratio favors ORAS more than some expected. OCI shareholders are being dragged from an Amsterdam listing into an ADX/EGX stock XX% Dutch WHT (although I dno if the last X points are new info)"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements

"A second wave of selling is possible after closing: some OCI holders will receive ORAS shares they cannot keep. = Forced liquidation of ORAS"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements

"Interactive Brokers should has access to UAE markets so you should be able to received ORAS Seems tempting to just buy $OCI now and sell ORAS later (possible having to wait a bit so the market can absorb a second wave of selling)"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements

"@Thijs4stocks Thanks that would also be a plus for buying OCI today"
X Link 2025-12-09T10:29Z 2034 followers, XX engagements

"@Thijs4stocks I agree it's bad news but it's not news from today right (see 22/9:"
X Link 2025-12-09T10:38Z 2034 followers, XX engagements

"No recovery in sight for the chemical industry in EU - Lanxess Q3 XX $LXS.DE "There were moderately positive stimuli in individual markets at the beginning of the year which however did not persist over the further course of the year""
X Link 2025-11-06T08:35Z 2034 followers, XXX engagements

"The "Art of the Deal" (Belgian Gov Edition): A glimpse into the capital markets acumen of the Belgian government. They want to raise cash by selling XX% of state-owned bank Belfius. June 2025 Book Value is 12.4B. At 1x Book a XX% = 2.5B. But. Government sources have already told the press that 2B is "more realistic" because the buyer "will likely demand a discount." Doesn't really sound like they're transacting from a position of strength 😅"
X Link 2025-12-08T10:16Z 2034 followers, 7050 engagements

"Quick look at the Magnum $MMIC.AS the ice-cream spin of Unilever. About 1/5th the size of the parent + won't pay a dividend until 2027 = setup for a potential bargain Nr X Ice cream player in the world growing category even today + premiumization"
X Link 2025-12-09T09:10Z 2034 followers, 6337 engagements

"Can the deal break Sawaris controls both sides so seems like a sure thing And if OCI drops on deal announcement what does a deal break do"
X Link 2025-12-09T09:57Z 2034 followers, XXX engagements

"@valuedontlie Worst: getting involved in some "non-binding offer" speculation for a microcap shitco $SONM"
X Link 2025-12-11T18:35Z 2033 followers, XXX engagements

"@valuedontlie The year of telco: $TIGO announced at XX% dividend at $XX at the start of the year "to be sustained and grown" #ZEG perfectly hitting all the points of the initial mega bull case: monetization of fiber AND operational turnaround"
X Link 2025-12-11T18:29Z 2033 followers, XXX engagements