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![ROICicero Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1482407809954242560.png) Statesman [@ROICicero](/creator/twitter/ROICicero) on x XXX followers
Created: 2025-06-22 00:42:51 UTC

$AMRZ Holcim’s spin off of NA business happening this Monday, 6/23. I like the cement/aggregates business, less optimistic on building envelope (more competitive & lower R&R rev. vs. Carlisle). 

Further, PubCo dis-synergies of $XXXXX (!) are excluded from ‘24 Adj. EBITDA figure


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1936585642286198945/c:line.svg)

**Related Topics**
[$amrz](/topic/$amrz)

[Post Link](https://x.com/ROICicero/status/1936585642286198945)

[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.]

ROICicero Avatar Statesman @ROICicero on x XXX followers Created: 2025-06-22 00:42:51 UTC

$AMRZ Holcim’s spin off of NA business happening this Monday, 6/23. I like the cement/aggregates business, less optimistic on building envelope (more competitive & lower R&R rev. vs. Carlisle).

Further, PubCo dis-synergies of $XXXXX (!) are excluded from ‘24 Adj. EBITDA figure

XXX engagements

Engagements Line Chart

Related Topics $amrz

Post Link

post/tweet::1936585642286198945
/post/tweet::1936585642286198945