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[$imcd](/topic/$imcd)

### Top Social Posts

*Showing only X posts for non-authenticated requests. Use your API key in requests for full results.*

"If Buffett is ticking the bottom of global chems $IMCD is an interesting long. Thing is the bottom might last X years. Which works for Buffett but LPs dont have that much patience"  
[X Link](https://x.com/PythiaR/status/1973728600651374595) [@PythiaR](/creator/x/PythiaR) 2025-10-02T12:35Z 64.7K followers, 10.4K engagements


"@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


"$IMCD quite a good business (good pricing power reasonably well run) very impressive history since its IPO. Not spectacular but okay return to M&A. Issues are: its European & chems market will be working off COVID excesses until 2027-2028. Its cheap type of model where you can get double digit earnings growth + m&a should probably trade at 20x vs 14x cash EPS today. XX% IRR if thats the case. But zero catalysts for the next X years and maybe more negative revisions NTM"  
[X Link](https://x.com/PythiaR/status/1963333179248676988) [@PythiaR](/creator/x/PythiaR) 2025-09-03T20:08Z 64.7K followers, 13.7K 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, 3149 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.]

$imcd

Top Social Posts

Showing only X posts for non-authenticated requests. Use your API key in requests for full results.

"If Buffett is ticking the bottom of global chems $IMCD is an interesting long. Thing is the bottom might last X years. Which works for Buffett but LPs dont have that much patience"
X Link @PythiaR 2025-10-02T12:35Z 64.7K followers, 10.4K engagements

"@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

"$IMCD quite a good business (good pricing power reasonably well run) very impressive history since its IPO. Not spectacular but okay return to M&A. Issues are: its European & chems market will be working off COVID excesses until 2027-2028. Its cheap type of model where you can get double digit earnings growth + m&a should probably trade at 20x vs 14x cash EPS today. XX% IRR if thats the case. But zero catalysts for the next X years and maybe more negative revisions NTM"
X Link @PythiaR 2025-09-03T20:08Z 64.7K followers, 13.7K 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, 3149 engagements

$imcd
/topic/$imcd/posts