AnalysteDuComptoir

L/S equities stuff mostly. Europe & US. Hedonist.

Only dead fish go with the flow

[AnalysteDuComptoir @Goodwill_is_BS]

@mamse26 @AmbLibanFrance Une reaction sur les propos de Ben Gvir? Faites aussi le ménage dans votre camp.

[AnalysteDuComptoir @Goodwill_is_BS]

@SixSigmaCapital $SYENS $UMI

[AnalysteDuComptoir @Goodwill_is_BS]

@babgi Je ne pense pas qu'il n'y ait que ça dans son post. Il faut qu'il y'ai un changement des mentalités chez les jeunes qui idolâtre la gauche & les écolos prônant la décroissance comme aspiration sociétale, tout en continuant à vouloir préserver la gérontocratie existante (retraites

[AnalysteDuComptoir @Goodwill_is_BS]

@AstutexAi wholesale pullback never a good indication of brand momentum in luxury. could be saks bankruptcy related, voluntary pullback of orders, destocking to preserve cash due to poor tourism momentum in Europe. Think you're right on this one.

[AnalysteDuComptoir @Goodwill_is_BS]

@tleilax___ $SZU will work from here. CropEnergies set to benefit from bioethanol prices firming up and Sugar biz should also turn positive as S/D continues to tighten as a result. ingredients biz also overlooked. $TATE similar biz. up 50% on takeover bid rumors.

[AnalysteDuComptoir @Goodwill_is_BS]

@JLinvilleFert @calvinfroedge Exactly Josh. Potash budget will likely contract. P & Urea just a better place to be exposed to atm.

[AnalysteDuComptoir @Goodwill_is_BS]

@calvinfroedge @JLinvilleFert Not sure. farmer affordability is being squeezed. Phosphate too expensive due to sulfur. you can skip potash for a planting season, but you can't really skip nitrogen ferts as crop productivity cratters materially. capacity additions are coming by YE.

[Où va l'Argent ? @ouvalargentfr]

🔴SALAIRES : en France, le travail ne paye plus.

Depuis 1950, le coût employeur a explosé par rapport à ce que touche vraiment le salarié.

Il représente près du double de ce que reçoit le salarié.

[AnalysteDuComptoir @Goodwill_is_BS]

@aleabitoreddit $UHR added nearly chf1bn or market cap on the news when previous moonswatch x omega added one-off peak sales of chf750m for the brand. Units likely more limited & not necessarily a wristwatch, so already fully priced in.

[AnalysteDuComptoir @Goodwill_is_BS]

@Ph_Aghion bravo & merci

[AnalysteDuComptoir @Goodwill_is_BS]

@fedex774 Wacker Chemie?

[AnalysteDuComptoir @Goodwill_is_BS]

@faureolivier Vous essayez de faire de la concurrence à Eric Coquerel (qui disait hier que LVMH profitait de la crise) pour le prix nobel de la connerie ? vous marquez de gros points

[AnalysteDuComptoir @Goodwill_is_BS]

@JeanMizrahi Il est encore partner chez Centerview, ou ils se fait plusieurs millions par an. C’est un des cabinets de M&A les plus aggressifs du marché. Je comprends pas comment les boites du CAC acceptent encore de bosser avec cet hypocrite de premier rang. Du vrai foutage de gueule.

[AnalysteDuComptoir @Goodwill_is_BS]

@bubbleboi $LIQT ?

[AnalysteDuComptoir @Goodwill_is_BS]

@EduardoVanin4 any colour on how much urea is stuck? understood lack of storage led to production curtailment so unsure if that's true.

[AnalysteDuComptoir @Goodwill_is_BS]

@clkleinmonaco @Tradus4 Christian - any clues why corn futes haven't moved more? ferts price through the rough, US farmers have only locked in a minor share of nitrogen supply for 26 season >switch to crops w. less nitrogen intensity > lower corn acreage ? demand side looks ok on corn-to-ethanol switch

[AnalysteDuComptoir @Goodwill_is_BS]

@GerardAraud On importe très peu de Gaz et de petrole du MO contrairement aux LNG / Petrole des US, strategiquement c’est compliqué.

[AnalysteDuComptoir @Goodwill_is_BS]

@alexbhturnbull She is blurting out nonsense to make it like she understands what’s at play. Ridiculous really.

[AnalysteDuComptoir @Goodwill_is_BS]

@ArrakisGlobal Think what's under-estimated on $ADM is the direction crushing margins. Looking at ethanol prices for biofuels + increasing gov support for biofuel mandates, seems like R/R still quite asymmetrical.

[AnalysteDuComptoir @Goodwill_is_BS]

@tleilax___ Any ideas why corn futures aren't moving despite urea and AN prices moves - likely leading to lower planted acreage & increasing biofuel mandates which should technically drive demand for coming months? Aside from record production going into this conflict