[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ddnanocap Waldo Waldo posts on X about $bak, debt, balance sheet, underway the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1515791162547875862/interactions)  - X Week XXXXX +14,731% - X Month XXXXX +54% - X Months XXXXXX +679% ### Mentions: XX [#](/creator/twitter::1515791162547875862/posts_active)  - X Month XX -XX% - X Months XX +786% ### Followers: XXX [#](/creator/twitter::1515791162547875862/followers)  - X Week XXX +18% - X Month XXX +23% - X Months XXX +357% ### CreatorRank: XXXXXXX [#](/creator/twitter::1515791162547875862/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$bak](/topic/$bak) #1, [debt](/topic/debt) #984, [balance sheet](/topic/balance-sheet) #1176, [underway](/topic/underway) 5.88%, [holders](/topic/holders) 5.88%, [$lgo](/topic/$lgo) 5.88%, [chapter 11](/topic/chapter-11) #223, [money](/topic/money) 5.88%, [the clean](/topic/the-clean) 5.88%, [just a](/topic/just-a) XXXX% **Top accounts mentioned or mentioned by** [@emuconspiracy](/creator/undefined) [@walststocker](/creator/undefined) [@schoonho](/creator/undefined) [@petebep](/creator/undefined) [@megafauna51](/creator/undefined) [@nationalmining](/creator/undefined) [@lithiumamericas](/creator/undefined) [@elevralithium](/creator/undefined) [@lhawk_economy](/creator/undefined) [@si_magazin](/creator/undefined) **Top assets mentioned** [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) ### Top Social Posts Top posts by engagements in the last XX hours "@EmuConspiracy petrobas has stated (see tweets) that agreements for a new shareholder are underway (highly unusual to comment this) meaning they will approve IG4 grabbing novonor's stake. bond holders will be pressured to accept concessions/extensions or IG4 wouldn't do this" [X Link](https://x.com/ddnanocap/status/1998060408515780886) 2025-12-08T16:01Z XXX followers, XX engagements "5/6 This is the second deal everyone is missing. To close the takeover $BAK has to launch a Consent Solicitation. They ask bondholders to waive the Put Option in exchange for a fee or a coupon bump. Terms get modified so the deal can actually close" [X Link](https://x.com/ddnanocap/status/1998136640049680559) 2025-12-08T21:04Z XXX followers, XXX engagements "1/4 Seeing some bad takes on the Petrobras "no capitalization" comments. The bear case that this implies RJ (bankruptcy) because no new cash is coming in doesn't add up. Here is why that logic is flawed. $BAK #BRKM5" [X Link](https://x.com/ddnanocap/status/1997331436341235751) 2025-12-06T15:44Z XXX followers, 5124 engagements "2/4 IG4 is an asset manager not a liquidator. If they are finalizing a deal to take the stake next week they aren't doing it to walk immediately into bankruptcy court. You don't buy a ticket for a sinking ship. They have a restructuring plan that doesn't involve Chapter 11" [X Link](https://x.com/ddnanocap/status/1997331605317124464) 2025-12-06T15:45Z XXX followers, XXX engagements "4/4 Real takeaway: "No capitalization" means no equity offering. The massive dilution risk that has capped the stock is effectively off the table. Since this news hit Friday after the US close the market hasn't actually priced that safety in yet" [X Link](https://x.com/ddnanocap/status/1997331840986730788) 2025-12-06T15:46Z XXX followers, 4542 engagements "4/6 But since no new money enters $BAK treasury how do they fix the 14x leverage They can't issue equity. They have to play "amend and extend" with creditors. The goal will be pushing the 2028 maturity wall out to 2030+" [X Link](https://x.com/ddnanocap/status/1997698659656622511) 2025-12-07T16:04Z XXX followers, XXX engagements "@EmuConspiracy @walststocker The "Bondholders" are the banks (Ita Bradesco etc.) who lent to Novonor using Braskem shares as collateral. They are stuck. IG4 is offering to buy that debt for pennies on the dollar and convert it to ownership. This cleans up the mess without hurting $BAK own balance sheet" [X Link](https://x.com/ddnanocap/status/1998133838875439357) 2025-12-08T20:53Z XXX followers, XXX engagements "@EmuConspiracy @walststocker Novonor debt gets swapped for equity. Braskem corporate bonds get a 'Consent Solicitation' to modify terms and waive the change-of-control trigger. Its two different debt stacks resolving in two different ways. Equity captures the upside of the clean slate" [X Link](https://x.com/ddnanocap/status/1998134523155054882) 2025-12-08T20:56Z XXX followers, XXX engagements "1/5 People betting against $BAK are fighting the Brazilian state. You have to understand the "Too Big To Fail" doctrine here. Braskem is not just a company; it is the feedstock for the entire Brazilian industrial supply chain.If $BAK stops Brazil stops. The government knows this" [X Link](https://x.com/ddnanocap/status/1998142449496297515) 2025-12-08T21:27Z XXX followers, XXX engagements "3/5 .the balance sheet is the exact opposite of bankruptcy. $TNGRF is a fortress. As of mid-2025 the company has: ZERO Debt. A net cash position of R6.3 billion (over $400M USD). Billions more in undrawn credit facilities. It can outlast any cyclical downturn" [X Link](https://x.com/ddnanocap/status/1987239220851712195) 2025-11-08T19:22Z XXX followers, XX engagements "1/6 The "no dilution" comment on the $BAK / Novonor deal is the most critical piece of info from Friday. It confirms this is a secondary market transaction. IG4 is taking Novonors keys but the company isn't printing new shares" [X Link](https://x.com/ddnanocap/status/1997698387479785607) 2025-12-07T16:03Z XXX followers, 4539 engagements "6/6 Novonor banks take the haircut on the way out. $BAK bondholders get paid a fee to waive the trigger. Equity gets a solvent partner and the overhang is gone. If you don't distinguish between HoldCo restructuring and OpCo waivers you are reading the wrong docs" [X Link](https://x.com/ddnanocap/status/1998136727299314112) 2025-12-08T21:04Z XXX followers, XXX engagements "2/3 second is the owner swap. novonor is a zombie and kills access to credit. ig4 taking over brings a solvent partner and actual capital. swapping a bankrupt parent for a liquid one is a massive upgrade not a risk. it unblocks everything financing wise" [X Link](https://x.com/ddnanocap/status/1998243379923255782) 2025-12-09T04:08Z XXX followers, XXX engagements "@EmuConspiracy IG4 would be wiped if they paid the XXX to par on downgrade. they wouldn't sign for this. they will have something sorted that the change in control doesn't trigger a payout" [X Link](https://x.com/ddnanocap/status/1998060616888775084) 2025-12-08T16:02Z XXX followers, X engagements "3/3 third is presiq. bill passed for a reason. lula cant lose the union support so they pushed tax creds that fix the cash burn. company isnt going under when the gov just signed checks to keep the lights on. liquidity hole is plugged by legislation" [X Link](https://x.com/ddnanocap/status/1998243527105663428) 2025-12-09T04:09Z XXX followers, XXX engagements
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@ddnanocap Waldo
Waldo posts on X about $bak, debt, balance sheet, underway the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +14,731%
- X Month XXXXX +54%
- X Months XXXXXX +679%
Mentions: XX #
- X Month XX -XX%
- X Months XX +786%
Followers: XXX #
- X Week XXX +18%
- X Month XXX +23%
- X Months XXX +357%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% countries XXXX% currencies XXXX%
Social topic influence $bak #1, debt #984, balance sheet #1176, underway 5.88%, holders 5.88%, $lgo 5.88%, chapter 11 #223, money 5.88%, the clean 5.88%, just a XXXX%
Top accounts mentioned or mentioned by @emuconspiracy @walststocker @schoonho @petebep @megafauna51 @nationalmining @lithiumamericas @elevralithium @lhawk_economy @si_magazin
Top assets mentioned Braskem S.A. American Depositary Shares (BAK)
Top Social Posts
Top posts by engagements in the last XX hours
"@EmuConspiracy petrobas has stated (see tweets) that agreements for a new shareholder are underway (highly unusual to comment this) meaning they will approve IG4 grabbing novonor's stake. bond holders will be pressured to accept concessions/extensions or IG4 wouldn't do this"
X Link 2025-12-08T16:01Z XXX followers, XX engagements
"5/6 This is the second deal everyone is missing. To close the takeover $BAK has to launch a Consent Solicitation. They ask bondholders to waive the Put Option in exchange for a fee or a coupon bump. Terms get modified so the deal can actually close"
X Link 2025-12-08T21:04Z XXX followers, XXX engagements
"1/4 Seeing some bad takes on the Petrobras "no capitalization" comments. The bear case that this implies RJ (bankruptcy) because no new cash is coming in doesn't add up. Here is why that logic is flawed. $BAK #BRKM5"
X Link 2025-12-06T15:44Z XXX followers, 5124 engagements
"2/4 IG4 is an asset manager not a liquidator. If they are finalizing a deal to take the stake next week they aren't doing it to walk immediately into bankruptcy court. You don't buy a ticket for a sinking ship. They have a restructuring plan that doesn't involve Chapter 11"
X Link 2025-12-06T15:45Z XXX followers, XXX engagements
"4/4 Real takeaway: "No capitalization" means no equity offering. The massive dilution risk that has capped the stock is effectively off the table. Since this news hit Friday after the US close the market hasn't actually priced that safety in yet"
X Link 2025-12-06T15:46Z XXX followers, 4542 engagements
"4/6 But since no new money enters $BAK treasury how do they fix the 14x leverage They can't issue equity. They have to play "amend and extend" with creditors. The goal will be pushing the 2028 maturity wall out to 2030+"
X Link 2025-12-07T16:04Z XXX followers, XXX engagements
"@EmuConspiracy @walststocker The "Bondholders" are the banks (Ita Bradesco etc.) who lent to Novonor using Braskem shares as collateral. They are stuck. IG4 is offering to buy that debt for pennies on the dollar and convert it to ownership. This cleans up the mess without hurting $BAK own balance sheet"
X Link 2025-12-08T20:53Z XXX followers, XXX engagements
"@EmuConspiracy @walststocker Novonor debt gets swapped for equity. Braskem corporate bonds get a 'Consent Solicitation' to modify terms and waive the change-of-control trigger. Its two different debt stacks resolving in two different ways. Equity captures the upside of the clean slate"
X Link 2025-12-08T20:56Z XXX followers, XXX engagements
"1/5 People betting against $BAK are fighting the Brazilian state. You have to understand the "Too Big To Fail" doctrine here. Braskem is not just a company; it is the feedstock for the entire Brazilian industrial supply chain.If $BAK stops Brazil stops. The government knows this"
X Link 2025-12-08T21:27Z XXX followers, XXX engagements
"3/5 .the balance sheet is the exact opposite of bankruptcy. $TNGRF is a fortress. As of mid-2025 the company has: ZERO Debt. A net cash position of R6.3 billion (over $400M USD). Billions more in undrawn credit facilities. It can outlast any cyclical downturn"
X Link 2025-11-08T19:22Z XXX followers, XX engagements
"1/6 The "no dilution" comment on the $BAK / Novonor deal is the most critical piece of info from Friday. It confirms this is a secondary market transaction. IG4 is taking Novonors keys but the company isn't printing new shares"
X Link 2025-12-07T16:03Z XXX followers, 4539 engagements
"6/6 Novonor banks take the haircut on the way out. $BAK bondholders get paid a fee to waive the trigger. Equity gets a solvent partner and the overhang is gone. If you don't distinguish between HoldCo restructuring and OpCo waivers you are reading the wrong docs"
X Link 2025-12-08T21:04Z XXX followers, XXX engagements
"2/3 second is the owner swap. novonor is a zombie and kills access to credit. ig4 taking over brings a solvent partner and actual capital. swapping a bankrupt parent for a liquid one is a massive upgrade not a risk. it unblocks everything financing wise"
X Link 2025-12-09T04:08Z XXX followers, XXX engagements
"@EmuConspiracy IG4 would be wiped if they paid the XXX to par on downgrade. they wouldn't sign for this. they will have something sorted that the change in control doesn't trigger a payout"
X Link 2025-12-08T16:02Z XXX followers, X engagements
"3/3 third is presiq. bill passed for a reason. lula cant lose the union support so they pushed tax creds that fix the cash burn. company isnt going under when the gov just signed checks to keep the lights on. liquidity hole is plugged by legislation"
X Link 2025-12-09T04:09Z XXX followers, XXX engagements