[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.] [$aze](/topic/$aze) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "@ReneSellmann Good find Might be good to dive into IMCD as well. Dutch brother. Both declined XX% since 1st of Jan. Advantages of $IMCD; better ROIC lower debt ratio slightly better acquisitions + $AZE has exiting PE shareholder" [X Link](https://x.com/stevenvdburg/status/1972298487724449918) [@stevenvdburg](/creator/x/stevenvdburg) 2025-09-28T13:52Z XX followers, XXX engagements "Is Azelis really worth one's time $AZE At first glance this feels like a slow-growth low-margin decently "moaty" business. But slow growth coupled with low margins (unless there's a really high inventory turnover) usually puts you in the "just going to pass on this" bucket unless the stock trades at a single-digit multiple. Is future growth going to materially pick up What gives you confidence on that" [X Link](https://x.com/ReneSellmann/status/1972290594191053006) [@ReneSellmann](/creator/x/ReneSellmann) 2025-09-28T13:21Z 9389 followers, 2443 engagements "China EU & US Chems PPIs still running fairly negative esp in commodity chems from China. $IMCD & $AZE mostly spec but still have some commodity exposure" [X Link](https://x.com/PythiaR/status/1962964262126805438) [@PythiaR](/creator/x/PythiaR) 2025-09-02T19:42Z 64.7K followers, 3133 engagements "When speciality chemicals hot again $IMCD disappointed (again) yesterday $AZE not exactly looking hot today either but expectations probably rather low" [X Link](https://x.com/kab604/status/1950799150095700203) [@kab604](/creator/x/kab604) 2025-07-31T06:02Z 1752 followers, 1675 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.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"@ReneSellmann Good find Might be good to dive into IMCD as well. Dutch brother. Both declined XX% since 1st of Jan. Advantages of $IMCD; better ROIC lower debt ratio slightly better acquisitions + $AZE has exiting PE shareholder"
X Link @stevenvdburg 2025-09-28T13:52Z XX followers, XXX engagements
"Is Azelis really worth one's time $AZE At first glance this feels like a slow-growth low-margin decently "moaty" business. But slow growth coupled with low margins (unless there's a really high inventory turnover) usually puts you in the "just going to pass on this" bucket unless the stock trades at a single-digit multiple. Is future growth going to materially pick up What gives you confidence on that"
X Link @ReneSellmann 2025-09-28T13:21Z 9389 followers, 2443 engagements
"China EU & US Chems PPIs still running fairly negative esp in commodity chems from China. $IMCD & $AZE mostly spec but still have some commodity exposure"
X Link @PythiaR 2025-09-02T19:42Z 64.7K followers, 3133 engagements
"When speciality chemicals hot again $IMCD disappointed (again) yesterday $AZE not exactly looking hot today either but expectations probably rather low"
X Link @kab604 2025-07-31T06:02Z 1752 followers, 1675 engagements
/topic/$aze/posts