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"@ReneSellmann Good find Might be good to dive into IMCD as well. Dutch brother. Both declined XX% since 1st of Jan. Advantages of $IMCD; better ROIC lower debt ratio slightly better acquisitions + $AZE has exiting PE shareholder"
X Link @stevenvdburg 2025-09-28T13:52Z XX followers, XXX engagements
"Is Azelis really worth one's time $AZE At first glance this feels like a slow-growth low-margin decently "moaty" business. But slow growth coupled with low margins (unless there's a really high inventory turnover) usually puts you in the "just going to pass on this" bucket unless the stock trades at a single-digit multiple. Is future growth going to materially pick up What gives you confidence on that"
X Link @ReneSellmann 2025-09-28T13:21Z 9345 followers, 2423 engagements
"China EU & US Chems PPIs still running fairly negative esp in commodity chems from China. $IMCD & $AZE mostly spec but still have some commodity exposure"
X Link @PythiaR 2025-09-02T19:42Z 64.6K followers, 3116 engagements
"When speciality chemicals hot again $IMCD disappointed (again) yesterday $AZE not exactly looking hot today either but expectations probably rather low"
X Link @kab604 2025-07-31T06:02Z 1744 followers, 1664 engagements