[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.]

# ![@ALLKAResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1702205344544399360.png) @ALLKAResearch ALLKA Research

ALLKA Research posts on X about $bak, $pbr, brazil, $pags the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1702205344544399360/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +522%
- X Months XXXXXXX +66%
- X Year XXXXXXX +205%

### Mentions: XX [#](/creator/twitter::1702205344544399360/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +170%
- X Months XXX +53%
- X Year XXX +174%

### Followers: XXXXX [#](/creator/twitter::1702205344544399360/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:followers.svg)

- X Week XXXXX +2.10%
- X Month XXXXX +20%
- X Months XXXXX +31%
- X Year XXXXX +40%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1702205344544399360/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702205344544399360/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX% [formula 1](/list/formula-1)  XXXX%

**Social topic influence**
[$bak](/topic/$bak) #1, [$pbr](/topic/$pbr) #4, [brazil](/topic/brazil) #1591, [$pags](/topic/$pags) #9, [stocks](/topic/stocks) 2.63%, [$lyb](/topic/$lyb) #2, [dead sea](/topic/dead-sea) #44, [sea](/topic/sea) 1.75%, [$legn](/topic/$legn) 1.75%, [at least](/topic/at-least) XXXX%

**Top accounts mentioned or mentioned by**
[@renatomestriner](/creator/undefined) [@baruchisback](/creator/undefined) [@crisu1969](/creator/undefined) [@seekingalpha](/creator/undefined) [@lasse108](/creator/undefined) [@calvinfroedge](/creator/undefined) [@deruyter1667](/creator/undefined) [@arielanzi](/creator/undefined) [@lavenderroute](/creator/undefined) [@alexlarrain](/creator/undefined) [@majdav](/creator/undefined) [@tradingmarks](/creator/undefined) [@marvinroth](/creator/undefined) [@danielnels20878](/creator/undefined) [@marvin_roth](/creator/undefined) [@elementcapl](/creator/undefined) [@grok](/creator/undefined) [@sumacumbarden](/creator/undefined) [@mf04693473](/creator/undefined) [@majdav_](/creator/undefined)

**Top assets mentioned**
[Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [PolkaBridge (PBR)](/topic/$pbr) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [AMBEV S.A. (ABEV)](/topic/$abev) [VALE S.A. (VALE)](/topic/$vale) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [Incyte Corporation (INCY)](/topic/$incy) [Itau Unibanco Holding S.A. (ITUB)](/topic/$itub) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last XX hours

"$PAGS By all metrics PagSeguro Digital is undervalued"  
[X Link](https://x.com/ALLKAResearch/status/1994349499448226183)  2025-11-28T10:15Z 1159 followers, 1050 engagements


"🟥🟥🟥 So enough spamming you with the Dead Sea. I opened the Seeking Alpha screener. Looking for new ideas in the Brazilian market. At the moment I like $PAGS $AFYA $CINT $ABEV and $VALE My criteria for initial stock selection: 1Country: Inc. Brazil Only companies incorporated in Brazil. 2P/E Non-GAAP (FWD): Custom (0.00 15.00) Forward Non-GAAP P/E between X and XX filtering for relatively inexpensive stocks. 3Gross Profit Margin (TTM): Custom (30.00% 90.00%) X Gross margin over the last XX months between XX% and XX% targeting highly profitable businesses. EBIT Margin (TTM): Custom (10.00%"  
[X Link](https://x.com/ALLKAResearch/status/1994831198854517011)  2025-11-29T18:09Z 1160 followers, 1127 engagements


"$LEGN Even though Im tempted to invest in Brazil $PAGS and $BAK my specialty is pharma--and heres why Im focused on Legend Biotech. Multiple myeloma the blood cancer treated by Carvykti is growing fast: 348644 new cases are expected globally by 2050 up XXXX% from 2022. Carvykti is best-in-class boasting a XX% ORR far outperforming Pfizers Elrexfio (61%) and BMSs Abecma (68%). Its Q3 sales jumped XX% YoY to $XXX million reflecting strong adoption and its 5-year remission rates plus patent protection until 2045 make it a long-term winner. This is not just a drug--its a multi-billion-dollar"  
[X Link](https://x.com/ALLKAResearch/status/1995107626829357065)  2025-11-30T12:28Z 1160 followers, 1502 engagements


"$BAK $PBR Petrobras expects to sign agreement with IG4 regarding Braskem later this year. Link:"  
[X Link](https://x.com/ALLKAResearch/status/1997978269744877568)  2025-12-08T10:35Z 1160 followers, XXX engagements


"Balancing pharma and petrochemical research with moments like this. The Dead Sea never disappoints"  
[X Link](https://x.com/ALLKAResearch/status/1994815869223145821)  2025-11-29T17:08Z 1160 followers, XXX engagements


"$BAK $PBR So ladies and gentlemen. 🟥🟥🟥 Here are four catalysts Im watching between now and the first quarter of 2026: 1Alagoas remediation costs coming down. On the left youve got a pile of sand from four months ago; on the right you can see how quickly Braskem managed to put it to use. At this pace the backfilling should be wrapped up by Q1 which means a sharp drop in expenses tied to the Alagoas issue. 2Lula is expected to sign Projeto de Lei N 892/2025 -- better known as PRESIQ by mid-December. That alone should add at least $XXX million to Braskems EBITDA. 3Novonor is supposed to sell"  
[X Link](https://x.com/ALLKAResearch/status/1998004583688269995)  2025-12-08T12:19Z 1160 followers, 1325 engagements


"I think $BAK Braskem just needs to get through this period before the next growth cycle in polymer products kicks in. And honestly the convertible notes arent that bad -- as long as the company is performing well. As you know they can be settled in cash rather than shares upon conversion"  
[X Link](https://x.com/ALLKAResearch/status/1998033844658696541)  2025-12-08T14:16Z 1160 followers, XXX engagements


"$PBR Hypothetical Projections Petrobras Dividends If PBR were to pay a dividend here is what the dividend and yield would be based on its next fiscal year EPS estimate multiplied by a range of hypothetical payout ratios"  
[X Link](https://x.com/ALLKAResearch/status/1996609169915248949)  2025-12-04T15:54Z 1160 followers, 1339 engagements


"$BAK Listen to the beautiful/smart person. I also think well to be honest I set a goal for myself of $6"  
[X Link](https://x.com/ALLKAResearch/status/1997706947450331589)  2025-12-07T16:37Z 1160 followers, 1353 engagements


"$BAK Braskem Idesa. Bonds. Nothing interesting. Braskem Petrobras and Slim are silent. Braskem posts beautiful videos about volunteering. Investors are crying and waiting"  
[X Link](https://x.com/ALLKAResearch/status/1998337219463959036)  2025-12-09T10:21Z 1160 followers, XXX engagements


"$PHAT $ALVO $LEGN $PFE $KMDA $INCY So I finally published the long-awaited article on @SeekingAlpha. "My Top X Biotech Stocks Big Pharma Could Buy Next" Link: And finally a beautiful photo for a productive week"  
[X Link](https://x.com/ALLKAResearch/status/1975270759569244488)  2025-10-06T18:43Z 1157 followers, 1901 engagements


"$BAK $PBR SO BRASKEM Lovers and Comrades. How are you There will be three "DISHES" for you today. 💥 Key points from #BRKM5 Braskem's Q3 report. 💥 The impact of the XXX billion Brazilian real deal with the State of Alagoas. 💥 What does the rumor about Novonor's stake in Braskem being sold to IG4 Capital remind me of What are the chances that we'll finally sell Braskem for at least $XX a share SUPPORT BY LIKE OR REPOST. OR do nothing I STILL APPRECIATE AND LOVE YOU"  
[X Link](https://x.com/ALLKAResearch/status/1988151106942214367)  2025-11-11T07:45Z 1157 followers, 1362 engagements


"SO I don't understand Wall Street Mr. Market TRUMP or even @calvinfroedge. How can such great companies as $BAK $PBR $PAGS and $ITUB trade at such low multiples HISTORICALLY LOW yet continue to grow rapidly even faster than their European and American peers Hello 🍑institutional investors Are you going to buy at the highs again Brazilian stocks are the best"  
[X Link](https://x.com/ALLKAResearch/status/1988997983753416751)  2025-11-13T15:50Z 1154 followers, 1056 engagements


"$BAK #BRKM5 The Senate approved PL 892/2025. Well done Brazil I love you"  
[X Link](https://x.com/ALLKAResearch/status/1990939784840372291)  2025-11-19T00:26Z 1157 followers, 7025 engagements


"$BAK $PBR #BRKM5 🟥Come on🟥 confess who's the lucky one Who was elected to Braskem's board of directors "IG4 has already lined up the new Braskem board of directors. Barring any last-minute unforeseen circumstances the agreement to transfer Novonor/Odebrecht's stake in Braskem to IG4 Capital will be signed this week." Link:"  
[X Link](https://x.com/ALLKAResearch/status/1991104739782635913)  2025-11-19T11:22Z 1157 followers, 1852 engagements


"$BAK My dear friends I continue to follow Braskem Idesa bonds"  
[X Link](https://x.com/ALLKAResearch/status/1991819826508284213)  2025-11-21T10:43Z 1157 followers, 9730 engagements


"$BAK As always they give us hope.🚨 X "Brazils petrochemicals major Braskem is expected to benefit by up to $XXX million/year in 2026 from a new tax incentive program approved by the countrys Senate this week financial analysts at XP Investimentos said." X "PRESIQ is to provide tax incentives of Brazilian reais (R) XXX billion ($555 million) annually from 2027 to 2031. The bill now goes to President Luiz Incio Lula da Silva who has showed support and is expected to sign it." X "The current REIQ offers a tax credit of approximately XXXX% on purchases of naphtha and other raw materials."  
[X Link](https://x.com/ALLKAResearch/status/1992144774652993823)  2025-11-22T08:15Z 1157 followers, XXX engagements


"🚨Ever noticed how some stocks just LOVE DECEMBER I looked at $BAK Braskems monthly returns to see if any seasonal patterns stand out-and December really jumps off the page. 🟩Historically December has been my month with an average gain of around 60%. 🟩And if I ignore last years number the upside is even higher #BRKM5"  
[X Link](https://x.com/ALLKAResearch/status/1992183626084000111)  2025-11-22T10:49Z 1157 followers, 1192 engagements


"$BAK Lula I hope this doesn't interfere with the buyout of Novonor's stake in Braskem.🚨🚨"  
[X Link](https://x.com/ALLKAResearch/status/1992245167013957915)  2025-11-22T14:53Z 1157 followers, 1447 engagements


"@calvinfroedge $BAK Someone bought Braskem Idesa's bonds USP1850NAA92 a couple of days ago. What do you think"  
[X Link](https://x.com/ALLKAResearch/status/1992256435871445007)  2025-11-22T15:38Z 1157 followers, XXX engagements


"$BAK BRASKEM IDESA.🟥🟥 Two things. What if they're trying to collect bottles and plastic to pay off coupon interest Does that make sense No. If they're going bankrupt why post videos like these"  
[X Link](https://x.com/ALLKAResearch/status/1992278190044459135)  2025-11-22T17:05Z 1157 followers, XXX engagements


"Talking to you gave me a stupid idea. I could start searching for people who work for Braskem Idesa in various positions from food/snack delivery to ethylene supply for Terminal Qumico Puerto Mxico. If they don't have any funding cuts then we're just seeing a game from $BAK's management. In any case I expect they'll start publishing news next week"  
[X Link](https://x.com/ALLKAResearch/status/1992285567644479818)  2025-11-22T17:34Z 1157 followers, XXX engagements


"$BAK Nobody is talking about the fact that I am also paranoid about Braskem and the lack of news about the sale of Novonor's stake in it"  
[X Link](https://x.com/ALLKAResearch/status/1992686031351750678)  2025-11-23T20:05Z 1157 followers, 1672 engagements


"$BAK So my dear Braskem patriots. Braskem Idesa's bonds continue to rise. "How so" you wanted to ask me. It's simple. The hooligans are trying to confuse us. #BRKM5"  
[X Link](https://x.com/ALLKAResearch/status/1992911601838809147)  2025-11-24T11:02Z 1157 followers, 9234 engagements


"$BAK It seems to me that Putin will make peace with Zelensky faster than someone will buy out Braskem"  
[X Link](https://x.com/ALLKAResearch/status/1992950475696816227)  2025-11-24T13:36Z 1157 followers, 2098 engagements


"🟥🟥For everyone who follows $BAK Braskem. I've started researching when Lula will sign Bill 892/2025. According to the Constituio da Repblica Federativa do Brasil de 1988 he must do so within XX working days. "Em seguida vai para sano ou veto do presidente da Repblica que tem prazo de XX dias teis para sancionar ou vetar o projeto no todo ou em partes." Link: The Senate signed it on November XX 2025 meaning Lula must sign it no later than December X 2025. #BRKM5"  
[X Link](https://x.com/ALLKAResearch/status/1993030346909401132)  2025-11-24T18:53Z 1157 followers, 3158 engagements


"🟥🟥Well did you see it $BAK Braskem Idesa bonds are up X% again. So someone made XX% in a week. And you're talking about bankruptcy. Hooligans are scaring people beautiful people. #BRKM5"  
[X Link](https://x.com/ALLKAResearch/status/1993245555699728414)  2025-11-25T09:09Z 1157 followers, 1257 engagements


"$BAK If BRASKEM reaches $XX I'll make and give away XX hats to anyone. As a reminder of what we've been through"  
[X Link](https://x.com/ALLKAResearch/status/1993249931369582998)  2025-11-25T09:26Z 1157 followers, 1364 engagements


"🟥🟥🟥Its already been XX days since the last coupon payment date and as you know $BAK Braskem Idesa still hasnt made the payment. But what next Bankruptcy. Is the bond price going to zero Rightly so it's rising to XX. And it's been rising for several days now. And what about the credit agencies Rightly so they're downgrading it to CCC and so on. #BRKM5"  
[X Link](https://x.com/ALLKAResearch/status/1993634609599267252)  2025-11-26T10:55Z 1157 followers, 2782 engagements


"@Baruchisback Someone is buying bonds and at the same time someone perhaps the same "boy" is whipping up the media speculation that Braskem Idesa is finished"  
[X Link](https://x.com/ALLKAResearch/status/1993644843986546784)  2025-11-26T11:35Z 1157 followers, XXX engagements


"@Baruchisback I'll check how Braskem bonds are trading a little later"  
[X Link](https://x.com/ALLKAResearch/status/1993654139121991942)  2025-11-26T12:12Z 1157 followers, XXX engagements


"$BAK Guess where the current situation with filling the Braskem caves is and where it was X months ago"  
[X Link](https://x.com/ALLKAResearch/status/1993656380738396618)  2025-11-26T12:21Z 1157 followers, XXX engagements


"Let's assume $BAK Braskem Idesa generates $XXX billion in revenue annually. In the third quarter its revenue was $XXX million. Let's hypothetically assume that Slim wants to increase its stake to 49%. Let's assume Braskem Idesa is sold at a P/S ratio of 1.5x. That means XX% (49% - 25%) is worth $XXXX billion. Well let's say they forgive their bonds for that amount"  
[X Link](https://x.com/ALLKAResearch/status/1993713992301175175)  2025-11-26T16:10Z 1157 followers, XXX engagements


"$BAK This is exactly how bonds behave when Fitch downgrades their rating to RD. Braskem Idesa how are doing"  
[X Link](https://x.com/ALLKAResearch/status/1993968031307837506)  2025-11-27T08:59Z 1157 followers, 2139 engagements


"@Baruchisback Well theoretically there are three options. 1) Buy $BAK Braskem bonds. 2) Buy Braskem shares. 3) Panic scream that Braskem is dead and enjoy life"  
[X Link](https://x.com/ALLKAResearch/status/1994004958132490392)  2025-11-27T11:26Z 1157 followers, XXX engagements


"$PAGS $BAK $PBR Wow. 🟥🟥🟥 Brazil has made tremendous progress in bringing down inflation. All thats left is for the SELIC rate to fall to at least 12%-13% and then Petrobras Braskem and PagSeguro Digital will take off"  
[X Link](https://x.com/ALLKAResearch/status/1994126973094986106)  2025-11-27T19:31Z 1157 followers, 1208 engagements


"$BAK Braskem Idesa. Nothing has changed"  
[X Link](https://x.com/ALLKAResearch/status/1994341608355999937)  2025-11-28T09:44Z 1157 followers, 2337 engagements


"$BAK $PAGS My thoughts.🟥🟥🟥 1In distressed situations bonds rated RD typically trade well below XX cents on the dollar. Yet Braskem Idesas notes are holding around XX -- and even rallied from the low-50s to the XX area. 2This implies that buyers in this market are not positioning for a near-term default but rather for a restructuring scenario with materially higher recovery value -- or for a resolution that preserves significant bondholder value. 3In other words someone with scale is accumulating and theyre doing so to earn not to avoid losses. 4For me bonds serve as a real-time indicator"  
[X Link](https://x.com/ALLKAResearch/status/1994387085613056029)  2025-11-28T12:45Z 1154 followers, 2152 engagements


"@arielanzi Hapvida Participacoes Investimento SA I'll look into it further. But for now it looks a bit risky. Gross margin is only XX% in Q3 2025. Selling General and Administrative expenses continue to rise. Interest expenses are also high"  
[X Link](https://x.com/ALLKAResearch/status/1994454539554972086)  2025-11-28T17:13Z 1157 followers, XXX engagements


"$PBR 🟥🟥Petrobras is driving its Brent breakeven sharply lower. The price required to keep net debt neutral is set to drop from $82/bbl in 2025 $XX in 2026 $XX in 2030. Key levers: FX impact disciplined capex production improvements and major lease reductions (-$18/bbl). Lower breakeven = stronger cash generation + more resilience at mid-cycle oil prices. Brazil just keeps getting more interesting. 🔥"  
[X Link](https://x.com/ALLKAResearch/status/1994673970314952930)  2025-11-29T07:45Z 1157 followers, 1847 engagements


"$PBR CONT. PART 4.🟥🟥 🟥Petrobras expects its oil production to peak at XXX million barrels per day in 2028 underscoring that oil and gas will continue to be the companys primary area of focus. 🟥As the CEO noted Our investments total a significant amount for the Brazilian economy $XXX billion which represents X% of all investments in the country Petrobras CEO Magda Chambriard said in a statement"  
[X Link](https://x.com/ALLKAResearch/status/1994675768052400379)  2025-11-29T07:52Z 1154 followers, XXX engagements


"$PBR CONT. PART X. 🍍 Petrobras now anticipates that combined oil and gas output will reach XXX million boe/d by 2030 with production peaking at XXX million boe/d in 20282029. 🍍 These targets are higher than those in the previous plan which projected X million boe/d and exceed the earlier XXX million boe/d estimate for the 20282029 period"  
[X Link](https://x.com/ALLKAResearch/status/1994676693793989080)  2025-11-29T07:55Z 1154 followers, XXX engagements


"@lasse108 Ah you. $BAK Braskem. But maybe they'll make us happy before December. The only stock that has disappointed me for the second year in a row"  
[X Link](https://x.com/ALLKAResearch/status/1994818617847013536)  2025-11-29T17:19Z 1157 followers, XXX engagements


"$BAK How Brazils Rising Car Production Affects Braskem 🟥🟥🟥 🥭 Brazils automotive output rose XXX% month-over-month in October 2025 reaching XXXXX thousand vehicles according to ANFAVEA. 🥭 Passenger car production increased XXX% to XXXXX thousand units light commercial vehicles grew X% to XXXX thousand and trucks edged up XXX% to XXXX thousand. The only weak spot was buses which declined XXXX% to 2134 units. 🥭 Year-over-year total vehicle production dipped slightly by XXX% but momentum has clearly improved month-to-month. 🥭 For Braskem this data is relevant because polypropylene (PP)"  
[X Link](https://x.com/ALLKAResearch/status/1995062219675927005)  2025-11-30T09:27Z 1157 followers, XXX engagements


"$BAK Braskem Idesa. Nothing interesting"  
[X Link](https://x.com/ALLKAResearch/status/1995445735425253621)  2025-12-01T10:51Z 1157 followers, 1421 engagements


"Hi Analysts at investment bank BTG Pactual also said the potential benefits from the Special Programme for the Sustainability of the Chemical Industry (PRESIQ in its Portuguese acronym) for Braskem could be up to $XXX million/year"  
[X Link](https://x.com/ALLKAResearch/status/1995520571501670530)  2025-12-01T15:49Z 1157 followers, XXX engagements


"@TradingMarks Novonor creditors IG4 sign exclusivity agreement in Braskem talks Valor reports Aug XX 2025 +90 days That is it already expired a week ago"  
[X Link](https://x.com/ALLKAResearch/status/1995555631638454500)  2025-12-01T18:08Z 1157 followers, XXX engagements


"Displays mean and median monthly returns for $PAGS in order to identify seasonal patterns"  
[X Link](https://x.com/ALLKAResearch/status/1995835165311197311)  2025-12-02T12:39Z 1157 followers, 4885 engagements


"$BAK No news on Braskem. Days of silence from the company"  
[X Link](https://x.com/ALLKAResearch/status/1995886943834710522)  2025-12-02T16:05Z 1157 followers, XXX engagements


"I don't understand. Why are they happy and $BAK investors aren't Why are they getting paid and Braskem investors aren't"  
[X Link](https://x.com/ALLKAResearch/status/1996163004233122006)  2025-12-03T10:22Z 1157 followers, XXX engagements


"$BAK After stalling for a bit due to some last-minute details the deal to transfer Novonors (formerly Odebrechts) stake in Braskem to IG4 Capital is heating up again. The contract is now expected to be signed by next week. IG4 is representing the creditor banks Ita Bradesco Santander Banco do Brasil and BNDES. Link:"  
[X Link](https://x.com/ALLKAResearch/status/1996175069001724146)  2025-12-03T11:09Z 1157 followers, 5060 engagements


"@RenatoMestriner I want the blue Braskem shirt too"  
[X Link](https://x.com/ALLKAResearch/status/1996175614659952745)  2025-12-03T11:12Z 1157 followers, XXX engagements


"So will we see U.S. Dollar/Brazilian Real below X by the end of 2025"  
[X Link](https://x.com/ALLKAResearch/status/1996223924862861381)  2025-12-03T14:24Z 1158 followers, XXX engagements


"$BAK If Mr. Market had pushed Braskems stock up XXXX% Id instantly understand whats going on"  
[X Link](https://x.com/ALLKAResearch/status/1996275929254150301)  2025-12-03T17:50Z 1158 followers, XXX engagements


"Dear friends I listened to what $LYB said at the Goldman Sachs Industrials and Materials Conference 2025. Please like this post so others can hear about it. Thread"  
[X Link](https://x.com/ALLKAResearch/status/1996281020765888729)  2025-12-03T18:10Z 1160 followers, 2331 engagements


"$BAK $LYB X Quote: "So -- and also operating rates are coming lower around XX% back from XX -- mid-90s also X months ago. So all operators and we're all running for cash and optimizing we're matching rates with demand which is normal. But it's also a good sign right that there's industry showing a little bit more discipline. Europe on the other hand has shown to be weaker. Prices have continued to compress. CMA is showing that for PE $XX per ton have compressed for PP roughly $XX per ton have also compressed." 🥭Commentary🥭 This is highly relevant for Braskems U.S. Gulf Coast operations."  
[X Link](https://x.com/ALLKAResearch/status/1996281693510975711)  2025-12-03T18:13Z 1159 followers, XXX engagements


"$BAK $LYB X Quote: "We've seen announcements from South Korea from Japan. Obviously we're looking at closely at what anti-involution means for us although we do see encouraging signs from China and the articles from PetroChina closing more refineries and crackers et cetera. But on net-net we will still add. So I would say that supply probably for the next couple of years increases roughly X% and demand I would say increases around 6%. And I think we -- our view -- usually the consultants are a bit more pessimistic or unless it's announced they won't count it. But we know also that some of the"  
[X Link](https://x.com/ALLKAResearch/status/1996282018150207588)  2025-12-03T18:14Z 1159 followers, XXX engagements


"$PBR Petrobras trading halted news pending"  
[X Link](https://x.com/ALLKAResearch/status/1996600097115709447)  2025-12-04T15:18Z 1158 followers, 1317 engagements


"$PBR Petrleo Brasileiro S.A. - Petrobras informs that it has acquired the rights and obligations of the Union in Mero and Atapu units at the Non-Contracted Areas Auction held today by Pr-Sal Petrleo S.A. PPSA. The consortium formed by Petrobras (80%) in partnership with Shell Brasil Petrleo Ltda (20%) acquired the Unions XXXXX% participation in the production sharing agreement of the Mero shared reservoir offering a final amount of R$ 7791844310.00. With this acquisition Petrobras increases its participation in the Mero shared reservoir from XXXXX% to 41.40%. Additionally also in partnership"  
[X Link](https://x.com/ALLKAResearch/status/1996602805734277189)  2025-12-04T15:29Z 1155 followers, XXX engagements


"Brazil LPS 10Y yield Vs. Brazil interest rate Is it time to cut interest rates🟥🟥🟥"  
[X Link](https://x.com/ALLKAResearch/status/1996612260199039081)  2025-12-04T16:07Z 1158 followers, 1947 engagements


"$BAK Yes thats good. Dividends. 🟥🟥🟥 Alright they just warm up investor interest nothing more. 🍍Novonor will keep only X% of Braskems preferred shares (nonvoting) as part of the process to transfer its stakewhich currently gives it control of the petrochemical company with XXXX% of total capital and XXXX% of voting sharesto a fund managed by IG4 according to people familiar with the matter. 🍍These shares are currently pledged as collateral to creditor banks of the former Odebrecht which will participate in the deal without enforcing debts that now total R$19 billion. 🍍As a minority"  
[X Link](https://x.com/ALLKAResearch/status/1996867441540952352)  2025-12-05T09:01Z 1159 followers, 1160 engagements


""In a statement IG4 said negotiations regarding control of Braskem have not yet been concluded and any information regarding potential names for the executive team or board is premature. The firm added: IG4 does not comment on market speculation. Novonor did not comment and Petrobras did not respond by the time this story was published.""  
[X Link](https://x.com/ALLKAResearch/status/1996933349902839979)  2025-12-05T13:23Z 1157 followers, XXX engagements


"@Marvin_Roth There is no information in the article about how much Novonor will receive"  
[X Link](https://x.com/ALLKAResearch/status/1996933481046348237)  2025-12-05T13:23Z 1157 followers, XX engagements


"@deruyter1667 Thank you. We can only hope. Because Braskem as you know is often unpredictable"  
[X Link](https://x.com/ALLKAResearch/status/1998080281019142256)  2025-12-08T17:20Z 1159 followers, XX engagements


"I need a break from $BAK Braskem before the new week kicks off. And for it to start on a great note Max Verstappen just has to win"  
[X Link](https://x.com/ALLKAResearch/status/1997652793658655121)  2025-12-07T13:01Z 1160 followers, XXX engagements


"$BAK Braskem I hope this is finally a week that will improve my stats and not ruin them"  
[X Link](https://x.com/ALLKAResearch/status/1997704822125138367)  2025-12-07T16:28Z 1159 followers, XXX engagements


"$BAK So I found where Braskem Idesa hid our shares"  
[X Link](https://x.com/ALLKAResearch/status/1998434797434155213)  2025-12-09T16:49Z 1160 followers, XXX engagements