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[@001Listning](/creator/twitter/001Listning)
"1/11 🧵 $OTLY The Quiet Comeback of Oatly (Bullish Case) Market thinks Oatly is done. But deep inside the filings a quiet turnaround is brewing backed by top global investors and a cleaner balance sheet. Lets break it down 👇"  
[X Link](https://x.com/001Listning/status/1975275872853864550) [@001Listning](/creator/x/001Listning) 2025-10-06T19:04Z XX followers, XXX engagements


"2/11 $OTLY 💰 Valuation disconnect At a $540M market cap ($835M fully diluted) and $887M EV Oatly trades like a distressed brand yet leads globally in premium oat milk & plant-based dairy across US EU and Asia"  
[X Link](https://x.com/001Listning/status/1975275875034681854) [@001Listning](/creator/x/001Listning) 2025-10-06T19:04Z XX followers, XX engagements


"7/11 $OTLY 👥 Deep Institutional Alignment XX% of shares held by long-term investors: China Resources + Verlinvest (45%) Platin S. r.l. (Olivier Goudet ex-JAB) Blackstone Hillhouse Thats long-term capital not retail churn"  
[X Link](https://x.com/001Listning/status/1975275884656419094) [@001Listning](/creator/x/001Listning) 2025-10-06T19:04Z XX followers, XXX engagements


"8/11 $OTLY 📈 Convertible Notes Still a Lever $335M of XXXX% convertible notes (2028) mostly held by insiders. Conversion price reset to $1.36/share aligning them with equity upside. If stock rallies insiders benefit just like shareholders"  
[X Link](https://x.com/001Listning/status/1975275886510563635) [@001Listning](/creator/x/001Listning) 2025-10-06T19:04Z XX followers, XX engagements