[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.] #  @fabreres Fabre Research Fabre Research posts on X about $bhf, $myxax, $pzza, transaction the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1779123329569320960/interactions)  - X Week XXXXXX +1,053% - X Month XXXXXX -XX% - X Months XXXXXXX +465,413% - X Year XXXXXXX +26,840% ### Mentions: XX [#](/creator/twitter::1779123329569320960/posts_active)  - X Week XX +840% - X Month XX -XX% - X Months XXX +25,200% - X Year XXX +6,300% ### Followers: XXX [#](/creator/twitter::1779123329569320960/followers)  - X Week XXX +19% - X Month XXX +33% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1779123329569320960/influencer_rank)  ### Social Influence [#](/creator/twitter::1779123329569320960/influence) --- **Social category influence** [finance](/list/finance) XXX% **Social topic influence** [$bhf](/topic/$bhf) 6.9%, [$myxax](/topic/$myxax) #1, [$pzza](/topic/$pzza) 4.6%, [transaction](/topic/transaction) 1.15%, [$txmd](/topic/$txmd) 1.15%, [imo](/topic/imo) 1.15%, [grounds](/topic/grounds) 1.15%, [$zim](/topic/$zim) 1.15%, [finance](/topic/finance) 1.15%, [$fwrd](/topic/$fwrd) XXXX% **Top accounts mentioned or mentioned by** [@ljp0101](/creator/undefined) [@given2tweet](/creator/undefined) [@acidinvestments](/creator/undefined) [@simplejack2000](/creator/undefined) [@stokedonwaves](/creator/undefined) [@orengueta13](/creator/undefined) [@sweissman22](/creator/undefined) [@algov9](/creator/undefined) [@toy59496](/creator/undefined) [@csd2500](/creator/undefined) [@mfwarders](/creator/undefined) [@tatin17](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@shmuellon](/creator/undefined) [@lattice1234](/creator/undefined) [@julianklymochko](/creator/undefined) [@baileyhlam](/creator/undefined) [@aagresearch](/creator/undefined) [@onodacapital](/creator/undefined) [@acapitallp](/creator/undefined) **Top assets mentioned** [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Forward Air Corp (FWRD)](/topic/$fwrd) [SuperWalk (GRND)](/topic/$grnd) ### Top Social Posts [#](/creator/twitter::1779123329569320960/posts) --- Top posts by engagements in the last XX hours "Ashurst here: /2" [X Link](https://x.com/fabreres/status/1980182629636010494) [@fabreres](/creator/x/fabreres) 2025-10-20T08:01Z XXX followers, XXX engagements "$MYX.AX: Mayne has won. This was easily the strangest legal arb Ive monitored since TWTR which is surely the all-timer. What was Cosette thinking In MYXs annual report issued this week they attribute $XXX mm in transaction and litigation costs for the deal now all /1" [X Link](https://x.com/fabreres/status/1978341702055104574) [@fabreres](/creator/x/fabreres) 2025-10-15T06:06Z XXX followers, 6787 engagements "Another is that Cosettes expert evidence on the effect of the FDA Nextstellis letter on revenue was roundly mocked by Black J (below). /4" [X Link](https://x.com/fabreres/status/1978388266228273650) [@fabreres](/creator/x/fabreres) 2025-10-15T09:11Z XXX followers, XXX engagements "Cosette actually despaired of the TGA letter and $TXMD litigation as causative of EBITDA decline. Each of its other grounds are addressed with extreme care by Black J and roundly dismissed. The most interesting part of the judgement IMO is that point that the MMAC decline /5" [X Link](https://x.com/fabreres/status/1978388269726306521) [@fabreres](/creator/x/fabreres) 2025-10-15T09:11Z XXX followers, XXX engagements "@OrenGueta13 Thanks Oren Are you bagholding $ZIM with me" [X Link](https://x.com/fabreres/status/1978404322040807566) [@fabreres](/creator/x/fabreres) 2025-10-15T10:15Z XXX followers, XXX engagements "To recap: I would be stunned if FIRB would reject this deal outright; they *may* impose a condition on deal-close presumably in response to the Premier of SA Malinauskass objection to Cosettes revised FIRB application in which Cos. stated that it /2" [X Link](https://x.com/fabreres/status/1979853790116466872) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "would close MYXs plant in Salisbury and with its closure retrench XXX jobs in SA. As an aside: the plant was constructed with non-dilutive government subsidies /3" [X Link](https://x.com/fabreres/status/1979853796332404806) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "Any conditions on close could be similar to the ANZ/Suncorp FIRB conditions in which (by analogy) job losses or closure of Salisbury are expressly prevented for x years: /4" [X Link](https://x.com/fabreres/status/1979853799721419244) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "The FIRB clause in the SID requires Cosette to act reasonably in response to any condition(s) imposed by FIRB; but what if Cosette considers the condition(s) unacceptable First MYX has to elect to litigate Cosettes refusal; MYX might say: Cosette has /5" [X Link](https://x.com/fabreres/status/1979853837604454447) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "reasonably declined to accept an FIRB condition so well mutually terminate the SID. MYXs legal costs are indemnified by the SC decision so they are in their pre-SID position (in principle although bearing other non-recoverable expenses from the process). Maybe MYX /6" [X Link](https://x.com/fabreres/status/1979853841597390917) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "c-suite sees this as their out; they can continue collecting a salary and shareholders couldnt complain that they failed to enforce the SID: nothing you can do about FIRB Lets assume this response is improbable. Instead I would expect MYX to ask a court to compel Cosette /7" [X Link](https://x.com/fabreres/status/1979853845594587177) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "is obviously unreasonable for me to adhere to the conditions imposed by a third-party regulator as a condition of deal-close: my business would be destroyed Yet I would expect the court to examine the substance of the bargain before isolating an FIRB condition as a /15" [X Link](https://x.com/fabreres/status/1979853890653929984) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "source of commercial ruin or even detriment although the condition is super-added to the SIDs obligations. Cosette evidently told FIRB it would keep Salisbury open; it did so before purporting to terminate. The court has found that Cosettes understanding of MYX /16" [X Link](https://x.com/fabreres/status/1979853894382756102) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "at the relevant time was sufficient that it could not later resile on the grounds of a revelatory event; so why would the court permit a revelatory event - MYXs Q3 downturn e.g. - to support Cosettes defence of declining to accept an FIRB condition While its complex /17" [X Link](https://x.com/fabreres/status/1979853898136625562) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "$MYX.AX: Im not inclined to read too much into this since UBS held through the trial where there was huge risk of MYX losing on one ground of termination; discovery revealing c-suite misrepresentation etc. You can only sugarcoat these notices so much though; /1" [X Link](https://x.com/fabreres/status/1980177704214569027) [@fabreres](/creator/x/fabreres) 2025-10-20T07:42Z XXX followers, 1782 engagements "KHQ here: One very important consideration here is that Cosette failed on each ground of termination *and* MYX succeeded on its election defence: Cosette affirmed the SID by its conduct (e.g. warranting no MAC to the court in May). The reason this is /3" [X Link](https://x.com/fabreres/status/1980182632593047728) [@fabreres](/creator/x/fabreres) 2025-10-20T08:01Z XXX followers, XXX engagements "@bowtiedstocks As a uni lecturer myself although in the UK I can say that generative AI is spurring a shift to closed-book examinations; these are typically anonymised so you wouldnt know who youre failing. Id be wary of any uni that resists closed-book from now on" [X Link](https://x.com/fabreres/status/1980210598634979467) [@fabreres](/creator/x/fabreres) 2025-10-20T09:52Z XXX followers, XX engagements "@sweissman22 @Simplejack2000" [X Link](https://x.com/fabreres/status/1980340671413383662) [@fabreres](/creator/x/fabreres) 2025-10-20T18:29Z XXX followers, XX engagements "$BHF: Seems an oddly steep discount to the upper reported deal price (27%); maybe the reports are hollow like that Semafor piece from Feb. on Qatar-Irth / Apollo taking out $PZZA but Einhorn seems to think theyre real" [X Link](https://x.com/fabreres/status/1970576612279361658) [@fabreres](/creator/x/fabreres) 2025-09-23T19:50Z XXX followers, 1524 engagements "@lattice1234 @given2tweet Im more sanguine about $BHF like Matt because the reports were presenting the process as bilateral; maybe the c-suite commits seppuku to salvage their salaries in the face of a shareholder revolt. But if the deal as reported is real Id think they have to take it" [X Link](https://x.com/fabreres/status/1976396280864833741) [@fabreres](/creator/x/fabreres) 2025-10-09T21:16Z XXX followers, XXX engagements "$PZZA: Apollo offer at $XX reportedly with sizeable spread. I find this interesting principally as a control for whether the $BHF reportage is accurate. Yes journalists can feed a pump and dump; but is Reuters vulnerable to manipulation in this way Tell me if this is naive" [X Link](https://x.com/fabreres/status/1977841391863759347) [@fabreres](/creator/x/fabreres) 2025-10-13T20:58Z XXX followers, 1526 engagements "@given2tweet Yup. Im in agreement. Im not touching $PZZA here; I think your $BHF case is compelling partly on strength of Reuters update on BHF" [X Link](https://x.com/fabreres/status/1978085001167069607) [@fabreres](/creator/x/fabreres) 2025-10-14T13:06Z XXX followers, 1163 engagements "@JulianKlymochko $PZZA I think" [X Link](https://x.com/fabreres/status/1978205199178023146) [@fabreres](/creator/x/fabreres) 2025-10-14T21:04Z XXX followers, XXX engagements "$FWRD: *Edited: Im holding the bag painfully on this name in common no calls at all; but Id have to think the r/r is worth a look if only for Clearlakes cost basis of $XXXXX against the VWAP (h/t to @acidinvestments for the below) /1" [X Link](https://x.com/fabreres/status/1978536593209102373) [@fabreres](/creator/x/fabreres) 2025-10-15T19:00Z XXX followers, 1001 engagements "$MYX.AX: Where should this trade Consider $JLG.AX $IFL.AX and $RUL.AX. JLG traded solidly with overhanging MAC in principle at $XXXX ($5 deal) for a long stretch; RUL trades today ($5 deal) for $4.87; and IFL trades for $XXXX ($4.80). All are cash deals. Only MYX has had /1" [X Link](https://x.com/fabreres/status/1978568088544026975) [@fabreres](/creator/x/fabreres) 2025-10-15T21:06Z XXX followers, XXX engagements "$MYX.AX: I should not be awake; but just to clarify the timeline: $XXXX is XXXX% spread when this could close as early as the second court date (22 October) per MYXs PR today (below). Three pending risks: (1) FIRB has extended beyond the statutory deadline to 31/10 /1" [X Link](https://x.com/fabreres/status/1978667355656896994) [@fabreres](/creator/x/fabreres) 2025-10-16T03:40Z XXX followers, 1016 engagements "$MYX.AX: FIRB apparently wont issue its decision before XX October second court date per MYX PR this afternoon. No idea what to make of this: FIRB provides reasons to Treasurer (I assume) and needs time to assess judgement to provide substantive defence for its decision /1" [X Link](https://x.com/fabreres/status/1978715143732134116) [@fabreres](/creator/x/fabreres) 2025-10-16T06:50Z XXX followers, 1128 engagements "@given2tweet Sorry Matt. I appreciated your commentary on $BHF" [X Link](https://x.com/fabreres/status/1978873552192327779) [@fabreres](/creator/x/fabreres) 2025-10-16T17:19Z XXX followers, XXX engagements "I thought this was an incisive take on $GRND although I dont agree with it. In the case of $BHF you could plausibly / similarly say management is propping up px on breakdown of Aquarian deal via supposed Sixth Street deal. Where would it trade without the rumour" [X Link](https://x.com/fabreres/status/1978903801315696948) [@fabreres](/creator/x/fabreres) 2025-10-16T19:20Z XXX followers, 1627 engagements "I think MYX has a strong hand here once again. 18/18" [X Link](https://x.com/fabreres/status/1979853901307453936) [@fabreres](/creator/x/fabreres) 2025-10-19T10:15Z XXX followers, XXX engagements "@Simplejack2000 I cant think they pass over this during the earnings call; but who knows" [X Link](https://x.com/fabreres/status/1980352091685302523) [@fabreres](/creator/x/fabreres) 2025-10-20T19:15Z XXX followers, XX 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.]
@fabreres Fabre Research
Fabre Research posts on X about $bhf, $myxax, $pzza, transaction the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +1,053%
- X Month XXXXXX -XX%
- X Months XXXXXXX +465,413%
- X Year XXXXXXX +26,840%
Mentions: XX #
- X Week XX +840%
- X Month XX -XX%
- X Months XXX +25,200%
- X Year XXX +6,300%
Followers: XXX #
- X Week XXX +19%
- X Month XXX +33%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXX%
Social topic influence $bhf 6.9%, $myxax #1, $pzza 4.6%, transaction 1.15%, $txmd 1.15%, imo 1.15%, grounds 1.15%, $zim 1.15%, finance 1.15%, $fwrd XXXX%
Top accounts mentioned or mentioned by @ljp0101 @given2tweet @acidinvestments @simplejack2000 @stokedonwaves @orengueta13 @sweissman22 @algov9 @toy59496 @csd2500 @mfwarders @tatin17 @bowtiedstocks @shmuellon @lattice1234 @julianklymochko @baileyhlam @aagresearch @onodacapital @acapitallp
Top assets mentioned Brighthouse Financial, Inc. (BHF) ZIM Integrated Shipping Services Ltd. (ZIM) Forward Air Corp (FWRD) SuperWalk (GRND)
Top Social Posts #
Top posts by engagements in the last XX hours
"Ashurst here: /2"
X Link @fabreres 2025-10-20T08:01Z XXX followers, XXX engagements
"$MYX.AX: Mayne has won. This was easily the strangest legal arb Ive monitored since TWTR which is surely the all-timer. What was Cosette thinking In MYXs annual report issued this week they attribute $XXX mm in transaction and litigation costs for the deal now all /1"
X Link @fabreres 2025-10-15T06:06Z XXX followers, 6787 engagements
"Another is that Cosettes expert evidence on the effect of the FDA Nextstellis letter on revenue was roundly mocked by Black J (below). /4"
X Link @fabreres 2025-10-15T09:11Z XXX followers, XXX engagements
"Cosette actually despaired of the TGA letter and $TXMD litigation as causative of EBITDA decline. Each of its other grounds are addressed with extreme care by Black J and roundly dismissed. The most interesting part of the judgement IMO is that point that the MMAC decline /5"
X Link @fabreres 2025-10-15T09:11Z XXX followers, XXX engagements
"@OrenGueta13 Thanks Oren Are you bagholding $ZIM with me"
X Link @fabreres 2025-10-15T10:15Z XXX followers, XXX engagements
"To recap: I would be stunned if FIRB would reject this deal outright; they may impose a condition on deal-close presumably in response to the Premier of SA Malinauskass objection to Cosettes revised FIRB application in which Cos. stated that it /2"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"would close MYXs plant in Salisbury and with its closure retrench XXX jobs in SA. As an aside: the plant was constructed with non-dilutive government subsidies /3"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"Any conditions on close could be similar to the ANZ/Suncorp FIRB conditions in which (by analogy) job losses or closure of Salisbury are expressly prevented for x years: /4"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"The FIRB clause in the SID requires Cosette to act reasonably in response to any condition(s) imposed by FIRB; but what if Cosette considers the condition(s) unacceptable First MYX has to elect to litigate Cosettes refusal; MYX might say: Cosette has /5"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"reasonably declined to accept an FIRB condition so well mutually terminate the SID. MYXs legal costs are indemnified by the SC decision so they are in their pre-SID position (in principle although bearing other non-recoverable expenses from the process). Maybe MYX /6"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"c-suite sees this as their out; they can continue collecting a salary and shareholders couldnt complain that they failed to enforce the SID: nothing you can do about FIRB Lets assume this response is improbable. Instead I would expect MYX to ask a court to compel Cosette /7"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"is obviously unreasonable for me to adhere to the conditions imposed by a third-party regulator as a condition of deal-close: my business would be destroyed Yet I would expect the court to examine the substance of the bargain before isolating an FIRB condition as a /15"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"source of commercial ruin or even detriment although the condition is super-added to the SIDs obligations. Cosette evidently told FIRB it would keep Salisbury open; it did so before purporting to terminate. The court has found that Cosettes understanding of MYX /16"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"at the relevant time was sufficient that it could not later resile on the grounds of a revelatory event; so why would the court permit a revelatory event - MYXs Q3 downturn e.g. - to support Cosettes defence of declining to accept an FIRB condition While its complex /17"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"$MYX.AX: Im not inclined to read too much into this since UBS held through the trial where there was huge risk of MYX losing on one ground of termination; discovery revealing c-suite misrepresentation etc. You can only sugarcoat these notices so much though; /1"
X Link @fabreres 2025-10-20T07:42Z XXX followers, 1782 engagements
"KHQ here: One very important consideration here is that Cosette failed on each ground of termination and MYX succeeded on its election defence: Cosette affirmed the SID by its conduct (e.g. warranting no MAC to the court in May). The reason this is /3"
X Link @fabreres 2025-10-20T08:01Z XXX followers, XXX engagements
"@bowtiedstocks As a uni lecturer myself although in the UK I can say that generative AI is spurring a shift to closed-book examinations; these are typically anonymised so you wouldnt know who youre failing. Id be wary of any uni that resists closed-book from now on"
X Link @fabreres 2025-10-20T09:52Z XXX followers, XX engagements
"@sweissman22 @Simplejack2000"
X Link @fabreres 2025-10-20T18:29Z XXX followers, XX engagements
"$BHF: Seems an oddly steep discount to the upper reported deal price (27%); maybe the reports are hollow like that Semafor piece from Feb. on Qatar-Irth / Apollo taking out $PZZA but Einhorn seems to think theyre real"
X Link @fabreres 2025-09-23T19:50Z XXX followers, 1524 engagements
"@lattice1234 @given2tweet Im more sanguine about $BHF like Matt because the reports were presenting the process as bilateral; maybe the c-suite commits seppuku to salvage their salaries in the face of a shareholder revolt. But if the deal as reported is real Id think they have to take it"
X Link @fabreres 2025-10-09T21:16Z XXX followers, XXX engagements
"$PZZA: Apollo offer at $XX reportedly with sizeable spread. I find this interesting principally as a control for whether the $BHF reportage is accurate. Yes journalists can feed a pump and dump; but is Reuters vulnerable to manipulation in this way Tell me if this is naive"
X Link @fabreres 2025-10-13T20:58Z XXX followers, 1526 engagements
"@given2tweet Yup. Im in agreement. Im not touching $PZZA here; I think your $BHF case is compelling partly on strength of Reuters update on BHF"
X Link @fabreres 2025-10-14T13:06Z XXX followers, 1163 engagements
"@JulianKlymochko $PZZA I think"
X Link @fabreres 2025-10-14T21:04Z XXX followers, XXX engagements
"$FWRD: *Edited: Im holding the bag painfully on this name in common no calls at all; but Id have to think the r/r is worth a look if only for Clearlakes cost basis of $XXXXX against the VWAP (h/t to @acidinvestments for the below) /1"
X Link @fabreres 2025-10-15T19:00Z XXX followers, 1001 engagements
"$MYX.AX: Where should this trade Consider $JLG.AX $IFL.AX and $RUL.AX. JLG traded solidly with overhanging MAC in principle at $XXXX ($5 deal) for a long stretch; RUL trades today ($5 deal) for $4.87; and IFL trades for $XXXX ($4.80). All are cash deals. Only MYX has had /1"
X Link @fabreres 2025-10-15T21:06Z XXX followers, XXX engagements
"$MYX.AX: I should not be awake; but just to clarify the timeline: $XXXX is XXXX% spread when this could close as early as the second court date (22 October) per MYXs PR today (below). Three pending risks: (1) FIRB has extended beyond the statutory deadline to 31/10 /1"
X Link @fabreres 2025-10-16T03:40Z XXX followers, 1016 engagements
"$MYX.AX: FIRB apparently wont issue its decision before XX October second court date per MYX PR this afternoon. No idea what to make of this: FIRB provides reasons to Treasurer (I assume) and needs time to assess judgement to provide substantive defence for its decision /1"
X Link @fabreres 2025-10-16T06:50Z XXX followers, 1128 engagements
"@given2tweet Sorry Matt. I appreciated your commentary on $BHF"
X Link @fabreres 2025-10-16T17:19Z XXX followers, XXX engagements
"I thought this was an incisive take on $GRND although I dont agree with it. In the case of $BHF you could plausibly / similarly say management is propping up px on breakdown of Aquarian deal via supposed Sixth Street deal. Where would it trade without the rumour"
X Link @fabreres 2025-10-16T19:20Z XXX followers, 1627 engagements
"I think MYX has a strong hand here once again. 18/18"
X Link @fabreres 2025-10-19T10:15Z XXX followers, XXX engagements
"@Simplejack2000 I cant think they pass over this during the earnings call; but who knows"
X Link @fabreres 2025-10-20T19:15Z XXX followers, XX engagements