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[@ValueSituations](/creator/twitter/ValueSituations)
"Interesting case study on the valuation / price-discovery benefits of re-listing in the US; food for thought in the context of $IWG's possible switch to a US listing in due course"  
![@ValueSituations Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1047742355519021056.png) [@ValueSituations](/creator/x/ValueSituations) on [X](/post/tweet/1734259709799211321) 2023-12-11 17:11:50 UTC 14.6K followers, 7618 engagements


"As #copper industry execs talk of the greatest trade they've ever seen its interesting to see that my recently published Euro-listed copper idea is the top performing name in the sector since I published it alongside $FCX -- $NDA $NDA.GR 👇"  
![@ValueSituations Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1047742355519021056.png) [@ValueSituations](/creator/x/ValueSituations) on [X](/post/tweet/1945055551634677857) 2025-07-15 09:39:15 UTC 14.6K followers, 2701 engagements


"Just published - Dowlais: Gone Off Road Reviewing the American Axle bid for Dowlais Group Plc $AXL $DWL.LN #DWL My thoughts on last weeks bid by American Axle for Dowlais Group Plc"  
![@ValueSituations Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1047742355519021056.png) [@ValueSituations](/creator/x/ValueSituations) on [X](/post/tweet/1886447524568834102) 2025-02-03 16:11:53 UTC 14.6K followers, 6519 engagements


"Interestingly $NDA $NDA.GR has also outperformed all the major (copper-heavy) miners as well as far out-performing its Euro-listed metals processing/smelter peers -"  
![@ValueSituations Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1047742355519021056.png) [@ValueSituations](/creator/x/ValueSituations) on [X](/post/tweet/1945055554495213933) 2025-07-15 09:39:16 UTC 14.6K followers, 1184 engagements


"$NDA is up +22% since I published it just XXX months ago; for those that missed it my write-up can be found here"  
![@ValueSituations Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1047742355519021056.png) [@ValueSituations](/creator/x/ValueSituations) on [X](/post/tweet/1945055557615763833) 2025-07-15 09:39:16 UTC 14.6K followers, 3154 engagements


"Yet more news on the $OCI.NV break-up story - OCI Methanol business to be sold to Methanex Corporation $MX $MX.TO $MEOH for $2bn (8.85/share vs. XX share price) $11.6bn in gross proceeds generated from break-up so far (vs. 5.9bn mkt cap)"  
![@ValueSituations Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1047742355519021056.png) [@ValueSituations](/creator/x/ValueSituations) on [X](/post/tweet/1833057727330840597) 2024-09-09 08:19:53 UTC 14.6K followers, 36.6K engagements


"As German equities hit record highs one German-listed name that I recently wrote about has yet to catch up with names such as $TKA.DE $TKA $VOS $VOS.DE despite being a critical #copper supplier for European re-industrialisation infrastructure & defence 👇"  
![@ValueSituations Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1047742355519021056.png) [@ValueSituations](/creator/x/ValueSituations) on [X](/post/tweet/1920762517392896431) 2025-05-09 08:47:24 UTC 14.6K followers, 6347 engagements


"Ahead of $OCI.NV call on OCI Methanol sale to $MX $MX.TO $MEOH Methanex released interesting presentation on the deal providing PF valuation - at $350/ton methanol prices OCIM EBITDA is $245m/$275m pre/post- synergies so 8.4x/7.5x multiple Implies StubCo PF EBITDA of $250m"  
![@ValueSituations Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1047742355519021056.png) [@ValueSituations](/creator/x/ValueSituations) on [X](/post/tweet/1833472472483561641) 2024-09-10 11:47:56 UTC 14.6K followers, 8745 engagements