[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.] #  @jefke00 jefke jefke posts on X about $umibr, dividend, $tigo, asset management the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1269985450686644225/interactions)  - X Week XXXXXX +677% - X Month XXXXXX +53% - X Months XXXXXXX +61% - X Year XXXXXXX +4.30% ### Mentions: XX [#](/creator/twitter::1269985450686644225/posts_active)  - X Week X -XX% - X Month XX -XX% - X Months XXX +39% - X Year XXX +12% ### Followers: XXXXX [#](/creator/twitter::1269985450686644225/followers)  - X Week XXXXX +0.84% - X Month XXXXX +1% - X Months XXXXX +11% - X Year XXXXX +78% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1269985450686644225/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [countries](/list/countries) X% [stocks](/list/stocks) X% [travel destinations](/list/travel-destinations) X% **Social topic influence** [$umibr](/topic/$umibr) #1, [dividend](/topic/dividend) #331, [$tigo](/topic/$tigo) 4%, [asset management](/topic/asset-management) 4%, [$cprmi](/topic/$cprmi) 4%, [$lxsde](/topic/$lxsde) 4%, [belgium](/topic/belgium) 4%, [gas](/topic/gas) 4%, [$glng](/topic/$glng) 4%, [bullish](/topic/bullish) X% **Top accounts mentioned or mentioned by** [@thijs4stocks](/creator/undefined) [@kab604](/creator/undefined) [@taobanker](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@upslopecapital](/creator/undefined) [@thijsbuitenhuis](/creator/undefined) **Top assets mentioned** [Millicom International Cellular S.A. Common Stock (TIGO)](/topic/$tigo) [Golar LNG Ltd (GLNG)](/topic/$glng) [Axalta Coating Systems Ltd. (AXTA)](/topic/$axta) ### Top Social Posts Top posts by engagements in the last XX hours "Each OCI share will receive XXXXXX ORAS shares = XXXX gross value per OCI at XXXXX AED = XXXX per OCI = 20-22% net spread for a deal that should be done in Q1 26" [X Link](https://x.com/jefke00/status/1998331195122241833) 2025-12-09T09:57Z 2033 followers, XXX engagements "A second wave of selling is possible after closing: some OCI holders will receive ORAS shares they cannot keep. = Forced liquidation of ORAS" [X Link](https://x.com/jefke00/status/1998331198305624483) 2025-12-09T09:57Z 2033 followers, XXX engagements "Marathon Asset Management recently added $TIGO: "enjoys moderating capital requirements as they consolidate their out-of-favour and asset-heavy industries"" [X Link](https://x.com/jefke00/status/1994111891720093842) 2025-11-27T18:31Z 2029 followers, 4688 engagements "Italian tax authorities now hold a XX% stake in Campari $CPR.MI" [X Link](https://x.com/jefke00/status/1985297063744049647) 2025-11-03T10:44Z 2031 followers, 1417 engagements "No recovery in sight for the chemical industry in EU - Lanxess Q3 XX $LXS.DE "There were moderately positive stimuli in individual markets at the beginning of the year which however did not persist over the further course of the year"" [X Link](https://x.com/jefke00/status/1986351696331800807) 2025-11-06T08:35Z 2030 followers, XXX engagements "Umicore $UMI.BR down 10%+ on: - GBL sold 19.6m Umicore shares (8% of capital) via accelerated bookbuild for about 300m. - Stake reduced from XX% to X% - Remaining X% is "non-core" and will likely be sold ASAP after 90-day lock-up" [X Link](https://x.com/jefke00/status/1990719774158983606) 2025-11-18T09:52Z 2033 followers, XXX engagements "I was thinking that maybe $UMI.BR could buy the remaining X% with the proceeds they received from their gold sale-leaseback But apparently that's legal in the US but not in Belgium "Belgium/EU: Umicore cannot do a one-holder block buyout from GBL; it must be pro-rata to all or via open-market repurchases."" [X Link](https://x.com/jefke00/status/1990721561452576975) 2025-11-18T09:59Z 2033 followers, XXX engagements "Bullish non-US LNG exporters who don't have to fight data centres for nat gas supply Removes some $GLNG counterparty tail risk" [X Link](https://x.com/jefke00/status/1997233063773057530) 2025-12-06T09:14Z 2034 followers, 1139 engagements ""This company I invested in sucks. Take it private at a premium ASAP 🤬" $UBI $UBI.PA" [X Link](https://x.com/jefke00/status/1839230616895672668) 2024-09-26T09:08Z 2034 followers, 3265 engagements "Artisan Partners on the $AXTA $AKZA.AS deal: "Selling out of a cheap business that is performing well and taking the currency of a company that has never done well"" [X Link](https://x.com/jefke00/status/1991923077371023360) 2025-11-21T17:34Z 2034 followers, XXX engagements "$UMI.BR CEO said in an interview yesterday: - Gold was the only metal they could do the sale leaseback with( X% annual lease cost) Industrial metals like silver and palladium can have fluctuating leasing costs and shortages - Open to exiting certain segments (batteries): Open to JVs or sales of segment if it creates value for Umicore (so at the right price) - Their cash cow catalysts is performing better and for longer than previously expected due to the cooling of the EV market. - Buybacks at some point AFTER "value recovery" in battery segment AND lower leverage (although they would end the" [X Link](https://x.com/jefke00/status/1996870692743139769) 2025-12-05T09:14Z 2033 followers, XXX engagements "The "Art of the Deal" (Belgian Gov Edition): A glimpse into the capital markets acumen of the Belgian government. They want to raise cash by selling XX% of state-owned bank Belfius. June 2025 Book Value is 12.4B. At 1x Book a XX% = 2.5B. But. Government sources have already told the press that 2B is "more realistic" because the buyer "will likely demand a discount." Doesn't really sound like they're transacting from a position of strength 😅" [X Link](https://x.com/jefke00/status/1997973433410327012) 2025-12-08T10:16Z 2033 followers, 7030 engagements "Quick look at the Magnum $MMIC.AS the ice-cream spin of Unilever. About 1/5th the size of the parent + won't pay a dividend until 2027 = setup for a potential bargain Nr X Ice cream player in the world growing category even today + premiumization" [X Link](https://x.com/jefke00/status/1998319256891519053) 2025-12-09T09:10Z 2033 followers, 6327 engagements "$OCI.AS down XX% after announcing the share-exchange ratio in its combination with Orascom (ORAS). Could be an opportunity (but not for me for tax reasons)" [X Link](https://x.com/jefke00/status/1998331193486414295) 2025-12-09T09:57Z 2033 followers, 4904 engagements "Speculation on the drop in share price: The final ratio favors ORAS more than some expected. OCI shareholders are being dragged from an Amsterdam listing into an ADX/EGX stock XX% Dutch WHT (although I dno if the last X points are new info)" [X Link](https://x.com/jefke00/status/1998331196720152696) 2025-12-09T09:57Z 2033 followers, XXX engagements "Interactive Brokers should has access to UAE markets so you should be able to received ORAS Seems tempting to just buy $OCI now and sell ORAS later (possible having to wait a bit so the market can absorb a second wave of selling)" [X Link](https://x.com/jefke00/status/1998331199844987390) 2025-12-09T09:57Z 2033 followers, XXX engagements "Can the deal break Sawaris controls both sides so seems like a sure thing And if OCI drops on deal announcement what does a deal break do" [X Link](https://x.com/jefke00/status/1998331201367445897) 2025-12-09T09:57Z 2033 followers, XXX engagements "That said the deal structure probably means I get taxed on it as a dividend which makes it a no go for me. Btw this was just a quick look from someone who hasn't really followed the situation from closeby. I probably missed some obvious and less obvious things" [X Link](https://x.com/jefke00/status/1998331202906767661) 2025-12-09T09:57Z 2033 followers, XXX engagements "@Thijs4stocks Thanks that would also be a plus for buying OCI today" [X Link](https://x.com/jefke00/status/1998339185346744343) 2025-12-09T10:29Z 2034 followers, XX engagements "@Thijs4stocks I agree it's bad news but it's not news from today right (see 22/9:" [X Link](https://x.com/jefke00/status/1998341529128112619) 2025-12-09T10:38Z 2034 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.]
@jefke00 jefkejefke posts on X about $umibr, dividend, $tigo, asset management the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XX% countries X% stocks X% travel destinations X%
Social topic influence $umibr #1, dividend #331, $tigo 4%, asset management 4%, $cprmi 4%, $lxsde 4%, belgium 4%, gas 4%, $glng 4%, bullish X%
Top accounts mentioned or mentioned by @thijs4stocks @kab604 @taobanker @joinyellowbrick @upslopecapital @thijsbuitenhuis
Top assets mentioned Millicom International Cellular S.A. Common Stock (TIGO) Golar LNG Ltd (GLNG) Axalta Coating Systems Ltd. (AXTA)
Top posts by engagements in the last XX hours
"Each OCI share will receive XXXXXX ORAS shares = XXXX gross value per OCI at XXXXX AED = XXXX per OCI = 20-22% net spread for a deal that should be done in Q1 26"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements
"A second wave of selling is possible after closing: some OCI holders will receive ORAS shares they cannot keep. = Forced liquidation of ORAS"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements
"Marathon Asset Management recently added $TIGO: "enjoys moderating capital requirements as they consolidate their out-of-favour and asset-heavy industries""
X Link 2025-11-27T18:31Z 2029 followers, 4688 engagements
"Italian tax authorities now hold a XX% stake in Campari $CPR.MI"
X Link 2025-11-03T10:44Z 2031 followers, 1417 engagements
"No recovery in sight for the chemical industry in EU - Lanxess Q3 XX $LXS.DE "There were moderately positive stimuli in individual markets at the beginning of the year which however did not persist over the further course of the year""
X Link 2025-11-06T08:35Z 2030 followers, XXX engagements
"Umicore $UMI.BR down 10%+ on: - GBL sold 19.6m Umicore shares (8% of capital) via accelerated bookbuild for about 300m. - Stake reduced from XX% to X% - Remaining X% is "non-core" and will likely be sold ASAP after 90-day lock-up"
X Link 2025-11-18T09:52Z 2033 followers, XXX engagements
"I was thinking that maybe $UMI.BR could buy the remaining X% with the proceeds they received from their gold sale-leaseback But apparently that's legal in the US but not in Belgium "Belgium/EU: Umicore cannot do a one-holder block buyout from GBL; it must be pro-rata to all or via open-market repurchases.""
X Link 2025-11-18T09:59Z 2033 followers, XXX engagements
"Bullish non-US LNG exporters who don't have to fight data centres for nat gas supply Removes some $GLNG counterparty tail risk"
X Link 2025-12-06T09:14Z 2034 followers, 1139 engagements
""This company I invested in sucks. Take it private at a premium ASAP 🤬" $UBI $UBI.PA"
X Link 2024-09-26T09:08Z 2034 followers, 3265 engagements
"Artisan Partners on the $AXTA $AKZA.AS deal: "Selling out of a cheap business that is performing well and taking the currency of a company that has never done well""
X Link 2025-11-21T17:34Z 2034 followers, XXX engagements
"$UMI.BR CEO said in an interview yesterday: - Gold was the only metal they could do the sale leaseback with( X% annual lease cost) Industrial metals like silver and palladium can have fluctuating leasing costs and shortages - Open to exiting certain segments (batteries): Open to JVs or sales of segment if it creates value for Umicore (so at the right price) - Their cash cow catalysts is performing better and for longer than previously expected due to the cooling of the EV market. - Buybacks at some point AFTER "value recovery" in battery segment AND lower leverage (although they would end the"
X Link 2025-12-05T09:14Z 2033 followers, XXX engagements
"The "Art of the Deal" (Belgian Gov Edition): A glimpse into the capital markets acumen of the Belgian government. They want to raise cash by selling XX% of state-owned bank Belfius. June 2025 Book Value is 12.4B. At 1x Book a XX% = 2.5B. But. Government sources have already told the press that 2B is "more realistic" because the buyer "will likely demand a discount." Doesn't really sound like they're transacting from a position of strength 😅"
X Link 2025-12-08T10:16Z 2033 followers, 7030 engagements
"Quick look at the Magnum $MMIC.AS the ice-cream spin of Unilever. About 1/5th the size of the parent + won't pay a dividend until 2027 = setup for a potential bargain Nr X Ice cream player in the world growing category even today + premiumization"
X Link 2025-12-09T09:10Z 2033 followers, 6327 engagements
"$OCI.AS down XX% after announcing the share-exchange ratio in its combination with Orascom (ORAS). Could be an opportunity (but not for me for tax reasons)"
X Link 2025-12-09T09:57Z 2033 followers, 4904 engagements
"Speculation on the drop in share price: The final ratio favors ORAS more than some expected. OCI shareholders are being dragged from an Amsterdam listing into an ADX/EGX stock XX% Dutch WHT (although I dno if the last X points are new info)"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements
"Interactive Brokers should has access to UAE markets so you should be able to received ORAS Seems tempting to just buy $OCI now and sell ORAS later (possible having to wait a bit so the market can absorb a second wave of selling)"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements
"Can the deal break Sawaris controls both sides so seems like a sure thing And if OCI drops on deal announcement what does a deal break do"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements
"That said the deal structure probably means I get taxed on it as a dividend which makes it a no go for me. Btw this was just a quick look from someone who hasn't really followed the situation from closeby. I probably missed some obvious and less obvious things"
X Link 2025-12-09T09:57Z 2033 followers, XXX engagements
"@Thijs4stocks Thanks that would also be a plus for buying OCI today"
X Link 2025-12-09T10:29Z 2034 followers, XX engagements
"@Thijs4stocks I agree it's bad news but it's not news from today right (see 22/9:"
X Link 2025-12-09T10:38Z 2034 followers, XX engagements
/creator/x::jefke00