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[@skewangles](/creator/twitter/skewangles)
"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


"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


"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


"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


"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


"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


"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


"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


"OCI N.V. $OCI.AS and Orascom Construction (OC) announced that they are pursuing a merger with the latter as the acquiring ADGM-incorporated ADX-primary listed entity. OCI shareholders would receive new OC shares at a ratio to be set after due diligence/relative valuation. 🧵"  
[X Link](https://x.com/skewangles/status/1970078195027206219) [@skewangles](/creator/x/skewangles) 2025-09-22T10:50Z 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


"$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


"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


"$BALY update"  
[X Link](https://x.com/skewangles/status/1978475598017364227) [@skewangles](/creator/x/skewangles) 2025-10-15T14:58Z XXX followers, XXX engagements