# ![@RenatoMestriner Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1955058351219560448.png) @RenatoMestriner Renato Mestriner

Renato Mestriner posts on X about $bak, brazil, brasil, bank the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1955058351219560448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1955058351219560448/c:line/m:interactions.svg)

- [--] Week [------] +17,726%
- [--] Month [------] -3.70%

### Mentions: [--] [#](/creator/twitter::1955058351219560448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1955058351219560448/c:line/m:posts_active.svg)

- [--] Month [--] -32%

### Followers: [--] [#](/creator/twitter::1955058351219560448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1955058351219560448/c:line/m:followers.svg)

- [--] Week [--] +25%
- [--] Month [--] +57%

### CreatorRank: [-------] [#](/creator/twitter::1955058351219560448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1955058351219560448/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$bak](/topic/$bak) #1, [brazil](/topic/brazil) #2165, [brasil](/topic/brasil) #3721, [bank](/topic/bank), [debt](/topic/debt) #1899, [gas](/topic/gas), [mess](/topic/mess) #357, [money](/topic/money), [in the](/topic/in-the), [banco do](/topic/banco-do) #6

**Top accounts mentioned or mentioned by**
[@allkaresearch](/creator/undefined) [@tootiefrootie13](/creator/undefined) [@lasse108](/creator/undefined) [@crisu1969](/creator/undefined) [@ulis21349458](/creator/undefined) [@nichola77431904](/creator/undefined) [@argoninvest](/creator/undefined) [@agentladya](/creator/undefined) [@contrariandesk](/creator/undefined) [@jdanieldantas](/creator/undefined) [@jdaniel_dantas](/creator/undefined) [@baruchisback](/creator/undefined) [@walststocker](/creator/undefined) [@emuconspiracy](/creator/undefined) [@limitedhangout1](/creator/undefined) [@jeremie0117](/creator/undefined) [@1danielkaufman](/creator/undefined) [@marcelo12650938](/creator/undefined) [@rafaelpvf](/creator/undefined) [@betotwi](/creator/undefined)

**Top assets mentioned**
[Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [PolkaBridge (PBR)](/topic/$pbr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ALLKAResearch @Baruchisback Welcome it isnt a bad company but for someone that is looking for $BAK recuperation already its just another problem have Azul"  
[X Link](https://x.com/RenatoMestriner/status/1994864332631687526)  2025-11-29T20:21Z [--] followers, [--] engagements


"@ALLKAResearch @Baruchisback $BAK it isnt a mistake its my biggest position in Brazil trade market. The recuperation plan can be fantastic a promise future. A lot of things to consider but the company can have a wonderful end with the right decisions"  
[X Link](https://x.com/RenatoMestriner/status/1994865677782687899)  2025-11-29T20:26Z [--] followers, [--] engagements


"@ALLKAResearch @ALLKAResearch I know is out of the conversation of BAK but as a brazilian citizen if you want i can tell you more about along time what i see about the companys in day a day in Brazil new potencial competitors and everything else"  
[X Link](https://x.com/RenatoMestriner/status/1995455892569915401)  2025-12-01T11:32Z [--] followers, [--] engagements


"@ALLKAResearch Its just a entrepreneur group supported by braskem lol calm down we gonna be happy too"  
[X Link](https://x.com/RenatoMestriner/status/1996169601839734914)  2025-12-03T10:48Z [--] followers, [--] engagements


"$BAK $BRKM new informations of the negotiation @lasse108 @ALLKAResearch https://oglobo.globo.com/blogs/lauro-jardim/post/2025/12/acertos-finais-na-negociacao-da-braskem.ghtml https://oglobo.globo.com/blogs/lauro-jardim/post/2025/12/acertos-finais-na-negociacao-da-braskem.ghtml"  
[X Link](https://x.com/RenatoMestriner/status/1996171834568622588)  2025-12-03T10:57Z [--] followers, [---] engagements


"@ALLKAResearch Its getting more easier to get money entrepreneuring than investing in Braskem 🤣"  
[X Link](https://x.com/RenatoMestriner/status/1996174920951501249)  2025-12-03T11:09Z [--] followers, [--] engagements


"@Crisu1969 @lasse108 @ALLKAResearch Bro even if you insist it won't happen you'll be surprised"  
[X Link](https://x.com/RenatoMestriner/status/1996269003900063987)  2025-12-03T17:23Z [--] followers, [--] engagements


"@walststocker @Crisu1969 @lasse108 @ALLKAResearch They will scream next week in Brazil [--] million stocks is in short movements thats a lot here. In the end of the day I send my analysis of the trading flow 😉"  
[X Link](https://x.com/RenatoMestriner/status/1996292836485103951)  2025-12-03T18:57Z [--] followers, [--] engagements


"$BAK As I said yesterday UBS's potential (HFT) position had been overselling for more than a week (yes they had a large position but with each additional sale it seemed they would need to buy everything back to meet the objective of investing in the change of control thesis)"  
[X Link](https://x.com/RenatoMestriner/status/1996383270624502166)  2025-12-04T00:57Z [--] followers, [---] engagements


"$BAK - Novonor confirmed in a note for the market that they are in negotiation to firm the exclusivity in the Braskem negotiation to IG4"  
[X Link](https://x.com/RenatoMestriner/status/1996398618430075059)  2025-12-04T01:58Z [--] followers, [---] engagements


"Finishing my analysis of $BRKM / $BAK trading flow: after [--] straight selling days UBS this months [--] buyer of BRKM5 on B3 flipped and bought 400k shares yesterday but still needs to purchase over 2M shares to regain its day-17 peak position in the name"  
[X Link](https://x.com/RenatoMestriner/status/1996540377537663334)  2025-12-04T11:21Z [--] followers, [----] engagements


"$BAK In October [----] Brazilian producer prices fell by 0.48% but the main highlight was for producers in the chemical chain which fell by 2%. This already shows a new adaptation for the Brazilian chemical industry and a possible gain for Braskem. https://www.infomoney.com.br/economia/precos-ao-produtor-no-brasil-recuam-048-em-outubro-na-9a-queda-seguida/ https://www.infomoney.com.br/economia/precos-ao-produtor-no-brasil-recuam-048-em-outubro-na-9a-queda-seguida/"  
[X Link](https://x.com/RenatoMestriner/status/1996926388461293614)  2025-12-05T12:55Z [--] followers, [---] engagements


"@EmuConspiracy In my vision bondholder is calming down on the big bet on Braskem bonds . It really can have a good valorization but it will need years to restructure this debts. Another point is the possible new emission of debentures and the possibility of refinancing the companys debt"  
[X Link](https://x.com/RenatoMestriner/status/1996932359422099879)  2025-12-05T13:19Z [--] followers, [--] engagements


"@EmuConspiracy With a refinancing model bondholders can dream in seeing their money back but sometimes the time it takes isn't worth the investment. Only the ones who see a turnaround of the company would like to bet on this right know"  
[X Link](https://x.com/RenatoMestriner/status/1996932991273009592)  2025-12-05T13:21Z [--] followers, [--] engagements


"@ALLKAResearch @Marvin_Roth Only that novonor itll continue with 4% of Braskem (Investors didnt like that too much) but this minority position for me is a good point because if Novonor (In judicial recuperation) need this 4% of the company to still alive it will be needed a agreement of non diluation"  
[X Link](https://x.com/RenatoMestriner/status/1996934841783189871)  2025-12-05T13:29Z [--] followers, [---] engagements


"What I said yesterday is happening already. As I said UBS was -2M stocks since their top high position in $BAK $BRKM today they already bought 500K and if the ticker starts a new highs they will probably buy more to follow the instinct of the market. Finishing my analysis of $BRKM / $BAK trading flow: after [--] straight selling days UBS this months [--] buyer of BRKM5 on B3 flipped and bought 400k shares yesterday but still needs to purchase over 2M shares to regain its day-17 peak position in the name. https://t.co/zFLmu1xDvN Finishing my analysis of $BRKM / $BAK trading flow: after [--] straight"  
[X Link](https://x.com/RenatoMestriner/status/1996969282958188751)  2025-12-05T15:45Z [--] followers, [----] engagements


"@Patty6667 Yeah the only think is that Braskem investors is looking more to the control changes and the new government incentives the company receveid"  
[X Link](https://x.com/RenatoMestriner/status/1997013757403202007)  2025-12-05T18:42Z [--] followers, [--] engagements


"@LimitedHangOut1 No the former president decision of putting his son on the election of [----] overturned all the market IBOVESPA Index was down 4% in the end of the day and Braskem was the only one it hasnt go down. So measure your words my analysis continues and in monday we will see more"  
[X Link](https://x.com/RenatoMestriner/status/1997102651255775377)  2025-12-06T00:35Z [--] followers, [---] engagements


"@Nichola77431904 No the biggest point of $PBR is anxious for a new controller in Braskem is because they cant buy the company because if they really does that the State should assume $BAK s debts on the public accounts. Thats why $PBR doesnt buy out everything even they have synergys"  
[X Link](https://x.com/RenatoMestriner/status/1998114280042791042)  2025-12-08T19:35Z [--] followers, [---] engagements


"@ALLKAResearch @lasse108 are you guys seeing the Natural Gas and Naphtha prices I think the Braskem $BAK Q4 can come with big surprises"  
[X Link](https://x.com/RenatoMestriner/status/1998422624884691359)  2025-12-09T16:00Z [--] followers, [---] engagements


"@Crisu1969 @ALLKAResearch @lasse108 No Braskem is changing its raw material to gas"  
[X Link](https://x.com/RenatoMestriner/status/1998448737778311518)  2025-12-09T17:44Z [--] followers, [---] engagements


"In addition to that Jorge Garca Mascarea Braskem Industrial director said they are looking for possible negotiations with other countries"  
[X Link](https://x.com/RenatoMestriner/status/1999551249432092883)  2025-12-12T18:45Z [--] followers, [---] engagements


"$BAK #BRKM In my vision the natural gas supply (With prices dropping in the last weeks) guaranteed the demand of the petrochemical plant which is now being competitive in the international market. The next one to be 100% adept is the biggest one Duque de Caxias plant. ++ $BAK #BRKM5 Braskem Idesa representative has announced today for a Mexican Journal that Braskem Idesa petrochemical plant has achieved 100% of your plant capacity a total of [----] tons of polyethylene production a mark that wasnt a achieved for more than a decade. https://t.co/Onrvq9j3wv ++ $BAK #BRKM5 Braskem Idesa"  
[X Link](https://x.com/RenatoMestriner/status/1999552403134112072)  2025-12-12T18:50Z [--] followers, [---] engagements


"$PBR $BAK needs 4% of the company to continue their restructuring process. If the debt was transformed in stocks Novonor Braskem and Petrobras would need to inject money what neither Novonor and Petrobras wants. So in my POV it will have a non-dilution clause in contract"  
[X Link](https://x.com/RenatoMestriner/status/2001335457993654567)  2025-12-17T16:55Z [--] followers, [---] engagements


"@mike_xeneize Renegotiating future taxes and returns. They can approve a contract extension with better rates and new conditions. Probably i am being to much optimistic but a solution will be finded. IG4 Novonor and Petrobras doesnt want to put more money"  
[X Link](https://x.com/RenatoMestriner/status/2001815854288179497)  2025-12-19T00:44Z [--] followers, [--] engagements


"@Ulis21349458 Petrobras already announced they have no interest in buying out the company IG4 with a group of banks bought Braskem debt and take the command leaving Novonor the old owner with only 4% of the company. Also the new taxes benefit of PRESIQ adds US$ 500M to the EBITDA"  
[X Link](https://x.com/RenatoMestriner/status/2002473198697459833)  2025-12-20T20:16Z [--] followers, [---] engagements


"@Ulis21349458 Beyond that Braskem is changing their supply of naphtha to natural gas which guaranteed a huge different competitive price in comparison with the market. OBS: Natural gas prices is diving in the last few weeks rising Braskems margins"  
[X Link](https://x.com/RenatoMestriner/status/2002474003878064365)  2025-12-20T20:19Z [--] followers, [---] engagements


"@Ulis21349458 @Nichola77431904 Braskem prices is definitely not 100% linked to S&P500 Braskem follows more IBOVESPA the brazilian stock exchange. And beyond that the recovery of the company is in the right direction to a brilliant future after years of mess. New government incentives new controller"  
[X Link](https://x.com/RenatoMestriner/status/2002474805745103129)  2025-12-20T20:22Z [--] followers, [---] engagements


"@jeremie0117 Yeah this report you send of last month is a little old already 🤣 a lot of thinks has changed PRESIQ approval is spectacular to the sector the IG4 plan of restructuring is gonna be insane (They didnt enter to lose money) future is beautiful but with huge challenges"  
[X Link](https://x.com/RenatoMestriner/status/2002476228301959194)  2025-12-20T20:28Z [--] followers, [---] engagements


"@Ulis21349458 @Nichola77431904 LOL which part of how Braskem follows more the brazilian market you didnt understand Like you are blind to all the positive and palpable things just because you believe in your speculation Good luck on the sharks 🦈 market"  
[X Link](https://x.com/RenatoMestriner/status/2002476983276679615)  2025-12-20T20:31Z [--] followers, [--] engagements


"@Ulis21349458 @Nichola77431904 The dollar valorization is good to Braskem what is your point bro Lets make like this in [--] months a will come back in this post and we discuss who reached nearly the truth Sounds good for you"  
[X Link](https://x.com/RenatoMestriner/status/2002478628656066758)  2025-12-20T20:38Z [--] followers, [--] engagements


"@jeremie0117 In Brazil national ground i would Unipar but internationally saying hmmmm. LYB but Braskem have more cycling problems of course"  
[X Link](https://x.com/RenatoMestriner/status/2002481473014939921)  2025-12-20T20:49Z [--] followers, [---] engagements


"@ALLKAResearch Dont be that happy for now Lula announced [--] vetoes for PRESIQ . One of them creates a heavy impact to Braskem"  
[X Link](https://x.com/RenatoMestriner/status/2003076061182206093)  2025-12-22T12:12Z [--] followers, [---] engagements


"@1Daniel_Kaufman PRESIQ is a pack of incentives for Brazil petrochemical industries that adds reductions on naphtha and natural gas taxes. Braskem is the most benefited once is the biggest company in Brazil this project can add US$ [---] M in EBITIDA of Braskem. The project was approved today"  
[X Link](https://x.com/RenatoMestriner/status/2003147048292614441)  2025-12-22T16:54Z [--] followers, [---] engagements


"@1Daniel_Kaufman In summary in my view Braskem wasnt somewhat affected since the vetoes thus reduce the risks of other sectors trying to circumvent the law and benefit from it"  
[X Link](https://x.com/RenatoMestriner/status/2003155579653767438)  2025-12-22T17:28Z [--] followers, [---] engagements


"In terms of EBTIDA REIQ with a locked at 073% can generate more money for the company given that Braskem will not limit itself to a budget ceiling such as the R$ [--] billion established by PRESIQ"  
[X Link](https://x.com/anyuser/status/2003275238197620870)  2025-12-23T01:23Z [--] followers, [---] engagements


"$BAK REIQ (0.73%) is a reduced tax rate (percentage). There is no explicit financial ceiling for day-to-day operations. If oil is at US$50 the discount is applied to US$50. If it is at US$100 the discount doubles. In a year of currency and oil uncertainty REIQ offers insurance"  
[X Link](https://x.com/anyuser/status/2003277890826461493)  2025-12-23T01:34Z [--] followers, [---] engagements


"@TootieFrootie13 In Brazil CVM have a rule of disclosure that obligate an investor to inform when do an acquisition of more than 5% of the stocks in the market. Is a safety term to prevent manipulation and to stay the market informed"  
[X Link](https://x.com/RenatoMestriner/status/2014108721593327676)  2026-01-21T22:51Z [--] followers, [---] engagements


"@TootieFrootie13 And his also a big investor in Brazil"  
[X Link](https://x.com/RenatoMestriner/status/2014109340798418994)  2026-01-21T22:54Z [--] followers, [--] engagements


"@domenicola85491 I probably will buy back today i have a target but if starts to flourish again i would buy to continue my rally"  
[X Link](https://x.com/RenatoMestriner/status/2014670132488904884)  2026-01-23T12:02Z [--] followers, [--] engagements


"$BAK #BRKM5 How much can Braskem earn with this change of naphtha for natural gas Natural gas prices is dropping a lot this week. Todays graphic:"  
[X Link](https://x.com/RenatoMestriner/status/1999165923568009622)  2025-12-11T17:14Z [--] followers, [---] engagements


"++ $BAK #BRKM5 Braskem Idesa representative has announced today for a Mexican Journal that Braskem Idesa petrochemical plant has achieved 100% of your plant capacity a total of [----] tons of polyethylene production a mark that wasnt a achieved for more than a decade"  
[X Link](https://x.com/RenatoMestriner/status/1999549429502665172)  2025-12-12T18:38Z [--] followers, [----] engagements


"++ $BAK #BRKM5 Braskem hs informed to the market that they assigned a exclusivity agreement to nego ate with IG4 (Group of restructuring with the creditor banks) and Novonor. The new agreement contain important negotiations on how the pass of control will work. Braskem (BRKM3 BRKM5 BRKM6) informa acordo do FIDC com bancos e exclusividade de [--] dias com a Novonor #Braskem #BRKM3 #BRKM5 #BRKM6 https://t.co/a2ie5gfYrV Braskem (BRKM3 BRKM5 BRKM6) informa acordo do FIDC com bancos e exclusividade de [--] dias com a Novonor #Braskem #BRKM3 #BRKM5 #BRKM6 https://t.co/a2ie5gfYrV"  
[X Link](https://x.com/RenatoMestriner/status/2000539788542144934)  2025-12-15T12:13Z [--] followers, [---] engagements


"++ $BAK #BRKM5 $PBR #PETR4 Braskem and IG4 also reported that the agreement contains a co-control of the company including IG4 with Petrobras. Another important information is the agreement also eliminates the risk of forced execution of the fiduciary assignment of shares"  
[X Link](https://x.com/RenatoMestriner/status/2000542139562721588)  2025-12-15T12:23Z [--] followers, [----] engagements


"$BAK #BRKM5 - My vision to Braskem Future: The new acquisition progress was seen positive for only few hours then dropped for [--] consecutive days because of fear of dilution of the minority. But for me this scenario doesnt make sense once Novonor"  
[X Link](https://x.com/RenatoMestriner/status/2001335454235542007)  2025-12-17T16:55Z [--] followers, [---] engagements


"I will coment this Braskem news in a few moments keep watching 😉 $BAK #BRKM5 https://valor.globo.com/empresas/noticia/2025/12/18/petrobras-fecha-novos-contratos-no-valor-de-us-178-bi-com-a-braskem.ghtml https://valor.globo.com/empresas/noticia/2025/12/18/petrobras-fecha-novos-contratos-no-valor-de-us-178-bi-com-a-braskem.ghtml"  
[X Link](https://x.com/RenatoMestriner/status/2001798641216893235)  2025-12-18T23:36Z [--] followers, [---] engagements


"++ $BAK #BRKM5 - Even with a total of [--] presidencial vetoes to PRESIQ the US$ 500M impact to Braskem EBTIDA seems to continue. The maintenance of PIS/COFINS aliquots doesnt impact the benefits that hard. ++ $BAK #BRKM5 - PRESIQ is now automatically approved without presidencial vetoes. PRESIQ is a new Brazil national program of incentives for the petrochemical industries. Which can add more than US$ 500M to Braskem EBTIDA in [----] as estimated by BTG (A big brazilian bank). ++ $BAK #BRKM5 - PRESIQ is now automatically approved without presidencial vetoes. PRESIQ is a new Brazil national"  
[X Link](https://x.com/anyuser/status/2003088069185163739)  2025-12-22T12:59Z [--] followers, [----] engagements


"++ $BAK #BRKM5 - Everything has changed with this relevant fact posted by Braskem - The safety guard of having REIQ until end of [----] with a locked 073% aliquot of PIS/COFINS is better than the benefits PRESIQ could generate at [----]. OBS: Thats all an analysis i can be wrong"  
[X Link](https://x.com/anyuser/status/2003274666962723231)  2025-12-23T01:21Z [--] followers, [----] engagements


"++ $BAK #BRKM5 - PRESIQ has a budget limited to R$3 billion/year for the entire chemical sector. If the price of naphtha skyrockets or the dollar rises the credit that Braskem receives does not increase proportionally"  
[X Link](https://x.com/anyuser/status/2003277880969826667)  2025-12-23T01:34Z [--] followers, [---] engagements


"+ #BRKM5 $BAK REIQ (0.73%) is a reduced tax rate. There is no explicit financial ceiling for day a day operations. If oil is at $50the discount is applied to $50. If it is at $100 the discount doubles. In a year of currency and oil uncertainty REIQ offers insurance"  
[X Link](https://x.com/anyuser/status/2003278982758957195)  2025-12-23T01:38Z [--] followers, [---] engagements


"++ $BAK #BRKM5 - REIQ (0.73%) is a reduced tax rate. There is no explicit financial ceiling for Braskem day a day operations. If oil is at $50the discount is applied to $50. If it is at $100 the discount doubles. In a year of currency and oil uncertainty REIQ offers insurance"  
[X Link](https://x.com/anyuser/status/2003279630829232401)  2025-12-23T01:40Z [--] followers, [----] engagements


"++ $BAK #BRKM5 - PRESIQ has a budget limited to R$3 billion/year for the entire chemical sector. If the price of naphtha skyrockets or the dollar rises the credit that Braskem receives does not increase proportionally"  
[X Link](https://x.com/anyuser/status/2003279635006783558)  2025-12-23T01:40Z [--] followers, [---] engagements


"++ $PBR #PETR4 $BAK #BRKM5 - Petrobras has announced they achieved a $17.8 billion long-term supply deals with Braskem through [----] with the new Braskem controller IG4. This new contracts pretend to supply Braskem with national Petrobras naphtha and natural gas reducing costs"  
[X Link](https://x.com/anyuser/status/2001805045134704659)  2025-12-19T00:01Z [--] followers, [----] engagements


"++ $BAK #BRKM5 - The national supply with competitive prices reforces my thesis of non dilution of the minority investors. With lower costs incentives to petrochemical industries PRESIQ and new controllership with reconstruction plan Braskem can fly on the petrochemical market. ++ $PBR #PETR4 $BAK #BRKM5 - Petrobras has announced they achieved a $17.8 billion long-term supply deals with Braskem through [----] with the new Braskem controller IG4. This new contracts pretend to supply Braskem with national Petrobras naphtha and natural gas reducing costs. https://t.co/dhXQZKlKsF ++ $PBR #PETR4"  
[X Link](https://x.com/anyuser/status/2001807247488287087)  2025-12-19T00:10Z [--] followers, [----] engagements


"@Crisu1969 😐 lol. I bet with you braskem will rise"  
[X Link](https://x.com/RenatoMestriner/status/2007508147951538506)  2026-01-03T17:43Z [--] followers, [---] engagements


"@rafa201234 @ALLKAResearch The fundamentals for this company is brilliant new owners focused in creating value to the company new structures to maximize petrochemical earnings and a possible turnaround in the sector. Braskem $BAK have a true potencial to be one of the biggest BR companies again"  
[X Link](https://x.com/RenatoMestriner/status/2011413695956713832)  2026-01-14T12:22Z [--] followers, [---] engagements


"@insiwest @agnostoxxx Braskem future can be beautiful a lot of thinks to do for a good turnaround. I bet in this company"  
[X Link](https://x.com/RenatoMestriner/status/2014833614404382943)  2026-01-23T22:52Z [--] followers, [--] engagements


"@Crisu1969 @walststocker @TradingMarks Lets see i have a thesis and you have yours. We already bet it lets watch until march 🫡. I bet $BAK will continue to rise you thinks it ill be lower than 2$"  
[X Link](https://x.com/RenatoMestriner/status/2015728788684816715)  2026-01-26T10:09Z [--] followers, [---] engagements


"$BAK In brazil we had a very suspicious announcement. Banco do Brasil bank shared a non-payment of a wholesaler in their release but a news blog said it was Braskem who didnt payed R$ [--] bi to the bank. A lot of mess here negotiations were halted. https://www.estadao.com.br/economia/negocios/calote-da-braskem-tem-impacto-de-r-36-bi-no-bb-e-eleva-inadimplencia-do-banco/ https://www.estadao.com.br/economia/negocios/calote-da-braskem-tem-impacto-de-r-36-bi-no-bb-e-eleva-inadimplencia-do-banco/"  
[X Link](https://x.com/anyuser/status/2022009785072464008)  2026-02-12T18:07Z [--] followers, [----] engagements


"$BAK #BRKM5 - It doesnt make sense for me. Banco do Brasil a Brazilian bank said it was a wholesaler Braskem is a petrochemical company $BAK In brazil we had a very suspicious announcement. Banco do Brasil bank shared a non-payment of a wholesaler in their release but a news blog said it was Braskem who didnt payed R$ [--] bi to the bank. A lot of mess here negotiations were halted. https://t.co/xGPS7SUvyX $BAK In brazil we had a very suspicious announcement. Banco do Brasil bank shared a non-payment of a wholesaler in their release but a news blog said it was Braskem who didnt payed R$ [--] bi"  
[X Link](https://x.com/anyuser/status/2022015029038788657)  2026-02-12T18:28Z [--] followers, [----] engagements


"@TootieFrootie13 @agentladya @contrariandesk Banco do Brasil a bank in Brasil said a wholesaler didnt pay R$ [--] billion to the bank but the a news said it was a Braskem debt which wasnt paid. A big mess in my vision the blogs which posted that misunderstood the information given on the bank release"  
[X Link](https://x.com/RenatoMestriner/status/2022010959318200398)  2026-02-12T18:12Z [--] followers, [--] engagements


"$BAK - I took my position back a lot of mess but the true need to be revealed. If the debt was passed away it was to IG4 to take control of Braskem. If the debt isnt from Braskem things will be interesting. I really hope our rally continues. Any doubts about just comment"  
[X Link](https://x.com/anyuser/status/2022021871676612669)  2026-02-12T18:55Z [--] followers, [---] engagements


"$BAK #BRKM5 - As I supposed Braskem released that they dont have any non-payment debts with Banco do Brasil a big Brazilian Bank. The notice released was fake"  
[X Link](https://x.com/anyuser/status/2022070952386084885)  2026-02-12T22:10Z [--] followers, 21.9K engagements


"$BAK #BRKM5 - As I said here a few hours ago Braskem didnt have any unpaid debt of R$ [--] bi with Banco do Brasil. Brazilian Market is moved with the mess of the media. Guys it was all fake. WE ARE $BAK"  
[X Link](https://x.com/anyuser/status/2022073196602896541)  2026-02-12T22:19Z [--] followers, [---] engagements


"@ALLKAResearch In brazil we had a very suspicious announcement. Banco do Brasil bank shared a non-payment of a wholesaler in their release but a news blog said it was Braskem who didnt payed R$ [--] bi to the bank. A lot of mess here negotiations were halted"  
[X Link](https://x.com/RenatoMestriner/status/2022009351205257219)  2026-02-12T18:06Z [--] followers, [---] engagements


"@agentladya @contrariandesk In brazil we had a very suspicious announcement. Banco do Brasil bank shared a non-payment of a wholesaler in their release but a news blog said it was Braskem who didnt payed R$ [--] bi to the bank. A lot of mess here negotiations were halted"  
[X Link](https://x.com/RenatoMestriner/status/2022009432666968457)  2026-02-12T18:06Z [--] followers, [--] engagements


"@Marcelo12650938 I think broadcast can be sued before (I think they was the first to speculate). Banco do Brasil just released they had a non-payed debt of a wholesaler"  
[X Link](https://x.com/RenatoMestriner/status/2022084321558090108)  2026-02-12T23:04Z [--] followers, [--] engagements


"++ $BAK #BRKM5 - PRESIQ is now automatically approved without presidencial vetoes. PRESIQ is a new Brazil national program of incentives for the petrochemical industries. Which can add more than US$ 500M to Braskem EBTIDA in [----] as estimated by BTG (A big brazilian bank)"  
[X Link](https://x.com/anyuser/status/2002213861467041812)  2025-12-20T03:05Z [--] followers, 12.8K engagements


"I sold my braskem $BAK position waiting for a correction in the next days. IBOVESPA brazilian index had a beautiful week but i think 10K+ to this period is too much. Lets see if i am going to lose money. I continue believing in Braskem turnaround thesis🫡"  
[X Link](https://x.com/anyuser/status/2014403454010011675)  2026-01-22T18:23Z [--] followers, [---] engagements


"I already bought back my Braskem $BAK position any other updates I inform here"  
[X Link](https://x.com/anyuser/status/2014687553761260002)  2026-01-23T13:11Z [--] followers, [---] engagements


"@TootieFrootie13 @agentladya @contrariandesk No bro IG4 bought Braskem that to take the control of the company i think it is this debt which wasnt paid. But we dont no yet the bank Banco do Brasil said another thing in their release"  
[X Link](https://x.com/RenatoMestriner/status/2022012138051830227)  2026-02-12T18:17Z [--] followers, [--] engagements


"@ALLKAResearch $BAK Just calm and watch the next days. Things will be clarified"  
[X Link](https://x.com/RenatoMestriner/status/2022020478102290483)  2026-02-12T18:50Z [--] followers, [---] engagements


"@Ozone2337 @fatosdabolsa J foi desmentido no foi a braskem"  
[X Link](https://x.com/RenatoMestriner/status/2022072399416660453)  2026-02-12T22:16Z [--] followers, [--] engagements


"@rafaelpvf Questionvel na minha viso"  
[X Link](https://x.com/RenatoMestriner/status/2022085913141293324)  2026-02-12T23:10Z [--] followers, [--] engagements


"@argon_invest J foi desmentido"  
[X Link](https://x.com/RenatoMestriner/status/2022091429250814026)  2026-02-12T23:32Z [--] followers, [--] engagements


"@jdaniel_dantas @argon_invest A informao realmente falsa a Braskem publicou em comunicado oficial ao mercado que est adimplente com todas suas dvidas com o Banco do Brasil"  
[X Link](https://x.com/RenatoMestriner/status/2022108681312272831)  2026-02-13T00:40Z [--] followers, [--] engagements


"@jdaniel_dantas @argon_invest Estar na mdia no significa que a informao real"  
[X Link](https://x.com/RenatoMestriner/status/2022108801303007385)  2026-02-13T00:41Z [--] followers, [--] engagements


"@jdaniel_dantas @argon_invest @jdaniel_dantas"  
[X Link](https://x.com/RenatoMestriner/status/2022109133336674316)  2026-02-13T00:42Z [--] followers, [--] engagements


"@betotwi @grok Fica o mistrio no ar. Seja bem vindo ao Brasil (Transparncia [--] com o investidor e populao)"  
[X Link](https://x.com/RenatoMestriner/status/2022118622362317159)  2026-02-13T01:20Z [--] followers, [--] engagements


"++ $BAK #BRKM5 - REIQ (0.73%) is a reduced tax rate. There is no explicit financial ceiling for Braskem day a day operations. If oil is at $50the discount is applied to $50. If it is at $100 the discount doubles. In a year of currency and oil uncertainty REIQ offers insurance"  
[X Link](https://x.com/anyuser/status/2003279630829232401)  2025-12-23T01:40Z [--] followers, [----] engagements


"$BAK #BRKM5 - As I said here a few hours ago Braskem didnt have any unpaid debt of R$ [--] bi with Banco do Brasil. Brazilian Market is moved with the mess of the media. Guys it was all fake. WE ARE $BAK"  
[X Link](https://x.com/anyuser/status/2022073196602896541)  2026-02-12T22:19Z [--] followers, [---] engagements


"$BAK #BRKM5 - As I supposed Braskem released that they dont have any non-payment debts with Banco do Brasil a big Brazilian Bank. The notice released was fake"  
[X Link](https://x.com/anyuser/status/2022070952386084885)  2026-02-12T22:10Z [--] followers, 21.9K engagements


"$BAK - I took my position back a lot of mess but the true need to be revealed. If the debt was passed away it was to IG4 to take control of Braskem. If the debt isnt from Braskem things will be interesting. I really hope our rally continues. Any doubts about just comment"  
[X Link](https://x.com/anyuser/status/2022021871676612669)  2026-02-12T18:55Z [--] followers, [---] engagements


"$BAK #BRKM5 - It doesnt make sense for me. Banco do Brasil a Brazilian bank said it was a wholesaler Braskem is a petrochemical company $BAK In brazil we had a very suspicious announcement. Banco do Brasil bank shared a non-payment of a wholesaler in their release but a news blog said it was Braskem who didnt payed R$ [--] bi to the bank. A lot of mess here negotiations were halted. https://t.co/xGPS7SUvyX $BAK In brazil we had a very suspicious announcement. Banco do Brasil bank shared a non-payment of a wholesaler in their release but a news blog said it was Braskem who didnt payed R$ [--] bi"  
[X Link](https://x.com/anyuser/status/2022015029038788657)  2026-02-12T18:28Z [--] followers, [----] engagements


"$BAK In brazil we had a very suspicious announcement. Banco do Brasil bank shared a non-payment of a wholesaler in their release but a news blog said it was Braskem who didnt payed R$ [--] bi to the bank. A lot of mess here negotiations were halted. https://www.estadao.com.br/economia/negocios/calote-da-braskem-tem-impacto-de-r-36-bi-no-bb-e-eleva-inadimplencia-do-banco/ https://www.estadao.com.br/economia/negocios/calote-da-braskem-tem-impacto-de-r-36-bi-no-bb-e-eleva-inadimplencia-do-banco/"  
[X Link](https://x.com/anyuser/status/2022009785072464008)  2026-02-12T18:07Z [--] followers, [----] engagements


"I already bought back my Braskem $BAK position any other updates I inform here"  
[X Link](https://x.com/anyuser/status/2014687553761260002)  2026-01-23T13:11Z [--] followers, [---] engagements


"I sold my braskem $BAK position waiting for a correction in the next days. IBOVESPA brazilian index had a beautiful week but i think 10K+ to this period is too much. Lets see if i am going to lose money. I continue believing in Braskem turnaround thesis🫡"  
[X Link](https://x.com/anyuser/status/2014403454010011675)  2026-01-22T18:23Z [--] followers, [---] engagements


"++ $BAK #BRKM5 - PRESIQ has a budget limited to R$3 billion/year for the entire chemical sector. If the price of naphtha skyrockets or the dollar rises the credit that Braskem receives does not increase proportionally"  
[X Link](https://x.com/anyuser/status/2003279635006783558)  2025-12-23T01:40Z [--] followers, [---] engagements


"@brunorcmm Ive done some adjustments sorry for the mess"  
[X Link](https://x.com/anyuser/status/2003280154190336046)  2025-12-23T01:43Z [--] followers, [---] engagements


"+ #BRKM5 $BAK REIQ (0.73%) is a reduced tax rate. There is no explicit financial ceiling for day a day operations. If oil is at $50the discount is applied to $50. If it is at $100 the discount doubles. In a year of currency and oil uncertainty REIQ offers insurance"  
[X Link](https://x.com/anyuser/status/2003278982758957195)  2025-12-23T01:38Z [--] followers, [---] engagements


"++ $BAK #BRKM5 - PRESIQ has a budget limited to R$3 billion/year for the entire chemical sector. If the price of naphtha skyrockets or the dollar rises the credit that Braskem receives does not increase proportionally"  
[X Link](https://x.com/anyuser/status/2003277880969826667)  2025-12-23T01:34Z [--] followers, [---] engagements


"$BAK REIQ (0.73%) is a reduced tax rate (percentage). There is no explicit financial ceiling for day-to-day operations. If oil is at US$50 the discount is applied to US$50. If it is at US$100 the discount doubles. In a year of currency and oil uncertainty REIQ offers insurance"  
[X Link](https://x.com/anyuser/status/2003277890826461493)  2025-12-23T01:34Z [--] followers, [---] engagements


"++ $BAK #BRKM5 - Everything has changed with this relevant fact posted by Braskem - The safety guard of having REIQ until end of [----] with a locked 073% aliquot of PIS/COFINS is better than the benefits PRESIQ could generate at [----]. OBS: Thats all an analysis i can be wrong"  
[X Link](https://x.com/anyuser/status/2003274666962723231)  2025-12-23T01:21Z [--] followers, [----] engagements


"In terms of EBTIDA REIQ with a locked at 073% can generate more money for the company given that Braskem will not limit itself to a budget ceiling such as the R$ [--] billion established by PRESIQ"  
[X Link](https://x.com/anyuser/status/2003275238197620870)  2025-12-23T01:23Z [--] followers, [---] engagements


"++ $BAK #BRKM5 - Even with a total of [--] presidencial vetoes to PRESIQ the US$ 500M impact to Braskem EBTIDA seems to continue. The maintenance of PIS/COFINS aliquots doesnt impact the benefits that hard. ++ $BAK #BRKM5 - PRESIQ is now automatically approved without presidencial vetoes. PRESIQ is a new Brazil national program of incentives for the petrochemical industries. Which can add more than US$ 500M to Braskem EBTIDA in [----] as estimated by BTG (A big brazilian bank). ++ $BAK #BRKM5 - PRESIQ is now automatically approved without presidencial vetoes. PRESIQ is a new Brazil national"  
[X Link](https://x.com/anyuser/status/2003088069185163739)  2025-12-22T12:59Z [--] followers, [----] engagements


"++ $BAK #BRKM5 - PRESIQ is now automatically approved without presidencial vetoes. PRESIQ is a new Brazil national program of incentives for the petrochemical industries. Which can add more than US$ 500M to Braskem EBTIDA in [----] as estimated by BTG (A big brazilian bank)"  
[X Link](https://x.com/anyuser/status/2002213861467041812)  2025-12-20T03:05Z [--] followers, 12.8K engagements


"CORRECTION - President Lula approves with vetoes law to support the chemical industry (PRESIQ). ++ $BAK #BRKM5 - PRESIQ is now automatically approved without presidencial vetoes. PRESIQ is a new Brazil national program of incentives for the petrochemical industries. Which can add more than US$ 500M to Braskem EBTIDA in [----] as estimated by BTG (A big brazilian bank). ++ $BAK #BRKM5 - PRESIQ is now automatically approved without presidencial vetoes. PRESIQ is a new Brazil national program of incentives for the petrochemical industries. Which can add more than US$ 500M to Braskem EBTIDA in 2026"  
[X Link](https://x.com/anyuser/status/2003073221139234854)  2025-12-22T12:00Z [--] followers, [----] engagements


"++ $BAK #BRKM5 - The national supply with competitive prices reforces my thesis of non dilution of the minority investors. With lower costs incentives to petrochemical industries PRESIQ and new controllership with reconstruction plan Braskem can fly on the petrochemical market. ++ $PBR #PETR4 $BAK #BRKM5 - Petrobras has announced they achieved a $17.8 billion long-term supply deals with Braskem through [----] with the new Braskem controller IG4. This new contracts pretend to supply Braskem with national Petrobras naphtha and natural gas reducing costs. https://t.co/dhXQZKlKsF ++ $PBR #PETR4"  
[X Link](https://x.com/anyuser/status/2001807247488287087)  2025-12-19T00:10Z [--] followers, [----] engagements


"++ $PBR #PETR4 $BAK #BRKM5 - Petrobras has announced they achieved a $17.8 billion long-term supply deals with Braskem through [----] with the new Braskem controller IG4. This new contracts pretend to supply Braskem with national Petrobras naphtha and natural gas reducing costs"  
[X Link](https://x.com/anyuser/status/2001805045134704659)  2025-12-19T00:01Z [--] followers, [----] engagements


"@EMdiggers 😉"  
[X Link](https://x.com/anyuser/status/2001805157374570599)  2025-12-19T00:01Z [--] followers, [---] engagements

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