[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.] #  @skewangles 😈———-(📐 😈———-(📐 posts on X about debt, $baly, $banbsw, $ocias the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::178381916/interactions)  - X Week XXX +46% - X Month XXXXX -XX% - X Months XXXXXX +2,865% - X Year XXXXXX +1,478% ### Mentions: XX [#](/creator/twitter::178381916/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +364% - X Year XXX +180% ### Followers: XXX [#](/creator/twitter::178381916/followers)  - X Week XXX no change - X Month XXX -XXXX% - X Months XXX +128% - X Year XXX -XX% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::178381916/influencer_rank)  ### Social Influence [#](/creator/twitter::178381916/influence) --- **Social category influence** [finance](/list/finance) [currencies](/list/currencies) [countries](/list/countries) [automotive brands](/list/automotive-brands) **Social topic influence** [debt](/topic/debt) #2027, [$baly](/topic/$baly) #2, [$banbsw](/topic/$banbsw), [$ocias](/topic/$ocias) #88, [$lxsde](/topic/$lxsde) #12, [$canl](/topic/$canl) #1, [upside](/topic/upside), [$1bn](/topic/$1bn), [holders](/topic/holders), [$300m](/topic/$300m) ### Top Social Posts [#](/creator/twitter::178381916/posts) --- Top posts by engagements in the last XX hours "3/ Tailwind: the boom in peptide-based drugs (notably GLP-1 analogues for obesity/diabetes) has led pharma clients to sign large supply contracts (huge multi-year deal in 2024). H1 confirms it is firing on all cylinders across commercial and clinical API segments (up XX% 37%)" [X Link](https://x.com/skewangles/status/1959922029735350679) [@skewangles](/creator/x/skewangles) 2025-08-25T10:13Z XXX followers, XXX engagements "10/ At todays premium multiples the equity is really a 2026 story; IF Bachem simply executes Building K ramp + push mix/efficiency to the XX% margin the stock self-re-rates. Price target : XX CHF (from XXXX today) $BANB.SW @joinyellowbrick" [X Link](https://x.com/skewangles/status/1959922042611941529) [@skewangles](/creator/x/skewangles) 2025-08-25T10:13Z XXX followers, XXX engagements "Bachem $BANB.SW is a Swiss specialty chemical company a world leader in peptide production (critical for many modern drugs e.g. diabetes and weight-loss therapies). After a brief lull in 2023 Bachem is back to robust growth mode: 🧵" [X Link](https://x.com/skewangles/status/1959922026417717322) [@skewangles](/creator/x/skewangles) 2025-08-25T10:13Z XXX followers, 4723 engagements "9/ Enterprise value (EV) : CHF 5.06bn (Mkt cap 5.03bn + net debt 0.03bn). EBITDA (TTM) : 176m. Net income : 120m. EV/EBITDA 28.7x. Delivery of the 2026 plan alone de-rates Bachem to 1417x EV/EBITDA. Catalent was bought out at 23x implies meaningful upside for $BANB.SW" [X Link](https://x.com/skewangles/status/1959922040518988114) [@skewangles](/creator/x/skewangles) 2025-08-25T10:13Z XXX followers, XXX engagements "2/ The combined platform is pitched as an infrastructure/investment vehicle anchored in Abu Dhabi. Background reporting highlights a pivot to U.S. infrastructure (incl. data centers) and deploying $1bn cash from $OCI.AS toward projects under OCs EPC umbrella" [X Link](https://x.com/skewangles/status/1970078197414084739) [@skewangles](/creator/x/skewangles) 2025-09-22T10:50Z XXX followers, XXX engagements "3/ For $OCI.AS holders $300m second tranche distribution is now at risk; a mix of dividend/buybacks was expected in "late-2025/early-2026". The merger adds risk that this tranche could be deferred or re-purposed toward the new platform eroding the old near-term cash backstop" [X Link](https://x.com/skewangles/status/1970078199196295678) [@skewangles](/creator/x/skewangles) 2025-09-22T10:50Z XXX followers, XXX engagements "8/ $OCI.AS upside hinges on a near-parity ratio & execution: If the exchange ratio approximates SOTP vs OCs ADX value and if the combined entity deploys OCIs cash/Methanex proceeds into high-IRR infrastructure multi-year compounding can exceed the prior liquidation math" [X Link](https://x.com/skewangles/status/1970078208579264742) [@skewangles](/creator/x/skewangles) 2025-09-22T10:50Z XXX followers, XXX engagements "2/ Long-term debt net at Q225 : $3.56bn (per 10-Q). Management has confirmed they will repay secured debt with the transaction cash. $BALY trading at $XXXXX with 49.1m shares outstanding = market cap$545m. (well below the euro value of the incoming Intralot equity + cash)" [X Link](https://x.com/skewangles/status/1971185188966367310) [@skewangles](/creator/x/skewangles) 2025-09-25T12:09Z XXX followers, XX engagements "3/ Deal funding: Now largely de-risked; priced notes + term loans cover the 1.53bn cash leg (with equity to come); Pro-forma financials also filed. Regulatory path is partially cleared (UKGC pre- & Gibraltar approval). Remaining "customary" approvals/conditions still stand" [X Link](https://x.com/skewangles/status/1971185193198526545) [@skewangles](/creator/x/skewangles) 2025-09-25T12:09Z XXX followers, XX engagements "END/ $BALY is a close-and-deleveraging option value hinges on (i) the pace/magnitude of deleveraging (ii) the durability of Casinos & Resorts cash flow + the path to breakeven/profit in NA Interactive (iii) the holdco discount investors apply (incl. Intralot stake post-deal)" [X Link](https://x.com/skewangles/status/1971185195392041210) [@skewangles](/creator/x/skewangles) 2025-09-25T12:09Z XXX followers, XXX engagements "10/ To use a dessert metaphor if $LXS.DE 's future is a sum-of-the-parts today youre getting the stale bread for the price of yesterdays cake ingredients. Plus a voucher for a better dinner. Market is pricing some things can go very wrong in chemicals discount fair but" [X Link](https://x.com/skewangles/status/1977726641565479052) [@skewangles](/creator/x/skewangles) 2025-10-13T13:22Z XXX followers, XX engagements "END/ Net debt is already moving the right way. Any cyclical improvement (stimulus adding tailwind) + FORWARD savings combine those and near-term mid-single-digit multiple on trough EBITDA starts to look conservative rather than cheap for a reason. Lanxess $LXS.DE DYOD" [X Link](https://x.com/skewangles/status/1977726643276780006) [@skewangles](/creator/x/skewangles) 2025-10-13T13:22Z XXX followers, XX engagements "SA Competition Commission gives conditional nod to Canal+'s MultiChoice takeover deal valued at XXXX bn USD. This reshapes the African pay-TV landscape $CAN.L (1/x)" [X Link](https://x.com/skewangles/status/1926973056397783336) [@skewangles](/creator/x/skewangles) 2025-05-26T12:05Z XXX followers, 4260 engagements "Iveco Group 🚛 $IVG.MI put its Defence division (IDV) on the block in Q1 2025 with a goal to simplify the group". Bloomberg (July 10) reports that three binding offers are in place: Leonardo + Rheinmetall 1.6bn; KNDS (Nexter + KMW) 1.9bn; Czechoslovak Group 1.8bn🧵" [X Link](https://x.com/skewangles/status/1944689308780077372) [@skewangles](/creator/x/skewangles) 2025-07-14T09:23Z XXX followers, XXX engagements "Canal+ $CAN.L reported today with a very positive market reaction. Momentum is definitely ticking up with EPS flipping from negative territory into a tidy positive up nearly XX% YoY. Earnings visibility seems crisp enoughmanagement swears by a XXX million EBITA target. (1/x)" [X Link](https://x.com/skewangles/status/1950125539714298001) [@skewangles](/creator/x/skewangles) 2025-07-29T09:25Z XXX followers, XXX engagements "Risk-wise theres always some angstFrench subscriber churn FX noise from MultiChoice (rand volatility) and regulatory hangups. On pure valuation alone $CAN.L still trades at a miserly XXXX P/E versus the XX European media median. @joinyellowbrick @ideahive (3/x)" [X Link](https://x.com/skewangles/status/1950125543245885572) [@skewangles](/creator/x/skewangles) 2025-07-29T09:25Z XXX followers, XXX engagements "$BALY update as of today: Per management base case close is Q425. Intralot shares to be received: 873.7m * XXXX spot =1.12bn. Cash proceeds: 1.53bn. Total deal consideration basket: 2.65bn (before taxes/fees/hedges); deal creates headroom to pay down secured debt" [X Link](https://x.com/skewangles/status/1971185186466562172) [@skewangles](/creator/x/skewangles) 2025-09-25T12:09Z XXX followers, XXX engagements "Theres this chemical company Lanxess AG lurking quietly on German mid-cap listings churning out everything from polymer additives to the consumer protection stuff you probably learned about during the pandemic. $LXS.DE 🧵" [X Link](https://x.com/skewangles/status/1977726623517446282) [@skewangles](/creator/x/skewangles) 2025-10-13T13:22Z XXX followers, XXX engagements "$BALY update" [X Link](https://x.com/skewangles/status/1978475598017364227) [@skewangles](/creator/x/skewangles) 2025-10-15T14:58Z XXX followers, XXX engagements
[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.]
@skewangles 😈———-(📐
😈———-(📐 posts on X about debt, $baly, $banbsw, $ocias the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXX +46%
- X Month XXXXX -XX%
- X Months XXXXXX +2,865%
- X Year XXXXXX +1,478%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +364%
- X Year XXX +180%
Followers: XXX #
- X Week XXX no change
- X Month XXX -XXXX%
- X Months XXX +128%
- X Year XXX -XX%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance currencies countries automotive brands
Social topic influence debt #2027, $baly #2, $banbsw, $ocias #88, $lxsde #12, $canl #1, upside, $1bn, holders, $300m
Top Social Posts #
Top posts by engagements in the last XX hours
"3/ Tailwind: the boom in peptide-based drugs (notably GLP-1 analogues for obesity/diabetes) has led pharma clients to sign large supply contracts (huge multi-year deal in 2024). H1 confirms it is firing on all cylinders across commercial and clinical API segments (up XX% 37%)"
X Link @skewangles 2025-08-25T10:13Z XXX followers, XXX engagements
"10/ At todays premium multiples the equity is really a 2026 story; IF Bachem simply executes Building K ramp + push mix/efficiency to the XX% margin the stock self-re-rates. Price target : XX CHF (from XXXX today) $BANB.SW @joinyellowbrick"
X Link @skewangles 2025-08-25T10:13Z XXX followers, XXX engagements
"Bachem $BANB.SW is a Swiss specialty chemical company a world leader in peptide production (critical for many modern drugs e.g. diabetes and weight-loss therapies). After a brief lull in 2023 Bachem is back to robust growth mode: 🧵"
X Link @skewangles 2025-08-25T10:13Z XXX followers, 4723 engagements
"9/ Enterprise value (EV) : CHF 5.06bn (Mkt cap 5.03bn + net debt 0.03bn). EBITDA (TTM) : 176m. Net income : 120m. EV/EBITDA 28.7x. Delivery of the 2026 plan alone de-rates Bachem to 1417x EV/EBITDA. Catalent was bought out at 23x implies meaningful upside for $BANB.SW"
X Link @skewangles 2025-08-25T10:13Z XXX followers, XXX engagements
"2/ The combined platform is pitched as an infrastructure/investment vehicle anchored in Abu Dhabi. Background reporting highlights a pivot to U.S. infrastructure (incl. data centers) and deploying $1bn cash from $OCI.AS toward projects under OCs EPC umbrella"
X Link @skewangles 2025-09-22T10:50Z XXX followers, XXX engagements
"3/ For $OCI.AS holders $300m second tranche distribution is now at risk; a mix of dividend/buybacks was expected in "late-2025/early-2026". The merger adds risk that this tranche could be deferred or re-purposed toward the new platform eroding the old near-term cash backstop"
X Link @skewangles 2025-09-22T10:50Z XXX followers, XXX engagements
"8/ $OCI.AS upside hinges on a near-parity ratio & execution: If the exchange ratio approximates SOTP vs OCs ADX value and if the combined entity deploys OCIs cash/Methanex proceeds into high-IRR infrastructure multi-year compounding can exceed the prior liquidation math"
X Link @skewangles 2025-09-22T10:50Z XXX followers, XXX engagements
"2/ Long-term debt net at Q225 : $3.56bn (per 10-Q). Management has confirmed they will repay secured debt with the transaction cash. $BALY trading at $XXXXX with 49.1m shares outstanding = market cap$545m. (well below the euro value of the incoming Intralot equity + cash)"
X Link @skewangles 2025-09-25T12:09Z XXX followers, XX engagements
"3/ Deal funding: Now largely de-risked; priced notes + term loans cover the 1.53bn cash leg (with equity to come); Pro-forma financials also filed. Regulatory path is partially cleared (UKGC pre- & Gibraltar approval). Remaining "customary" approvals/conditions still stand"
X Link @skewangles 2025-09-25T12:09Z XXX followers, XX engagements
"END/ $BALY is a close-and-deleveraging option value hinges on (i) the pace/magnitude of deleveraging (ii) the durability of Casinos & Resorts cash flow + the path to breakeven/profit in NA Interactive (iii) the holdco discount investors apply (incl. Intralot stake post-deal)"
X Link @skewangles 2025-09-25T12:09Z XXX followers, XXX engagements
"10/ To use a dessert metaphor if $LXS.DE 's future is a sum-of-the-parts today youre getting the stale bread for the price of yesterdays cake ingredients. Plus a voucher for a better dinner. Market is pricing some things can go very wrong in chemicals discount fair but"
X Link @skewangles 2025-10-13T13:22Z XXX followers, XX engagements
"END/ Net debt is already moving the right way. Any cyclical improvement (stimulus adding tailwind) + FORWARD savings combine those and near-term mid-single-digit multiple on trough EBITDA starts to look conservative rather than cheap for a reason. Lanxess $LXS.DE DYOD"
X Link @skewangles 2025-10-13T13:22Z XXX followers, XX engagements
"SA Competition Commission gives conditional nod to Canal+'s MultiChoice takeover deal valued at XXXX bn USD. This reshapes the African pay-TV landscape $CAN.L (1/x)"
X Link @skewangles 2025-05-26T12:05Z XXX followers, 4260 engagements
"Iveco Group 🚛 $IVG.MI put its Defence division (IDV) on the block in Q1 2025 with a goal to simplify the group". Bloomberg (July 10) reports that three binding offers are in place: Leonardo + Rheinmetall 1.6bn; KNDS (Nexter + KMW) 1.9bn; Czechoslovak Group 1.8bn🧵"
X Link @skewangles 2025-07-14T09:23Z XXX followers, XXX engagements
"Canal+ $CAN.L reported today with a very positive market reaction. Momentum is definitely ticking up with EPS flipping from negative territory into a tidy positive up nearly XX% YoY. Earnings visibility seems crisp enoughmanagement swears by a XXX million EBITA target. (1/x)"
X Link @skewangles 2025-07-29T09:25Z XXX followers, XXX engagements
"Risk-wise theres always some angstFrench subscriber churn FX noise from MultiChoice (rand volatility) and regulatory hangups. On pure valuation alone $CAN.L still trades at a miserly XXXX P/E versus the XX European media median. @joinyellowbrick @ideahive (3/x)"
X Link @skewangles 2025-07-29T09:25Z XXX followers, XXX engagements
"$BALY update as of today: Per management base case close is Q425. Intralot shares to be received: 873.7m * XXXX spot =1.12bn. Cash proceeds: 1.53bn. Total deal consideration basket: 2.65bn (before taxes/fees/hedges); deal creates headroom to pay down secured debt"
X Link @skewangles 2025-09-25T12:09Z XXX followers, XXX engagements
"Theres this chemical company Lanxess AG lurking quietly on German mid-cap listings churning out everything from polymer additives to the consumer protection stuff you probably learned about during the pandemic. $LXS.DE 🧵"
X Link @skewangles 2025-10-13T13:22Z XXX followers, XXX engagements
"$BALY update"
X Link @skewangles 2025-10-15T14:58Z XXX followers, XXX engagements