RMEM

[RMEM @filiusVi]

@Nichola77431904 https://t.co/MyUucPmyRy

[RMEM @filiusVi]

@Crisu1969 @Marcelo12650938 Hard to say now that Trump is taxing everyone. Will Lula have the balls to do that? It was expected to go live in the beginning of 2025

[RMEM @filiusVi]

@Marcelo12650938 @Crisu1969 Indeed. Besides thst, Tariff impacts should also be fully read on Q1-2025 improving cashflow and EBITDA.

There's an antidumping initiative to be implemented, which should be bullish

[RMEM @filiusVi]

@Crisu1969 I'm still here and still long.

Had to focus on actually making some money while $BAK thesis isn't working out 😅😅😅

[RMEM @filiusVi]

@Mattryeah @JoaquinTeixeira @BasatoXVI

[RMEM @filiusVi]

@LimitedHangOut1 @secomazzi @Fernandomarxk @israel_massa 😂😂😂🤦‍♂️

[RMEM @filiusVi]

Bradesco BBI recommendation, brought by @israel_massa from TC

* Target Price $BAK $ 8,50

$BAK #BRKM5 Braskem

[RMEM @filiusVi]

@secomazzi @Fernandomarxk @israel_massa "Se fosse tao facil analisar"

Quem simplificou a analise afirmando que a empresa tem dividas em USD e portanto nao é um bom investimento foi o amigo.

A resposta apenas foi na mesma linha

[RMEM @filiusVi]

@Riccardino999 @Crisu1969 Depreciated BRL is good for $BAK:

+ 1 cent USD vs BRL = + 3M-4M USD EBITDA/year

[RMEM @filiusVi]

Citi remains positive $BAK #BRKM5 Braskem thesis; target price $23 BRL

[Marcelo Ribeiro @Marcelo12650938]

@filiusVi Portal Acionista - “ Citi bank afirma recomendação de COMPRA para a Braskem (BRKM5) e preço-alvo de R$23”

https://t.co/TbZOlgbku6

[RMEM @filiusVi]

@ThomasPhilipp6 Hey @ThomasPhilipp6 !

This document shows traded stocks from management staff

Shows -120k stocks sold in the period (~1.8 M BRL)

Nothing important, in my opinion, as there were management changes.

[RMEM @filiusVi]

Felipe Jens will be $BAK 's new CFO.

Check out his curriculum:

#BRKM5 Braskem

[RMEM @filiusVi]

Actually there is still one, complying to the current Shareholders Agreement

"There will also be a change in the vice-presidency of investments and technology, whose appointment is up to Petrobras , Braskem's second largest shareholder. Carlos Travassos, who holds the position, will leave the state-owned company, which has not yet chosen a successor."

[RMEM @filiusVi]

Banks x $PBR X Braskem x Novonor solution seems to be maturing.

If banks convert their credits to #BRKM5 shares, sooner or later they will pump the company price to sell them.

$BAK Braskem

[RMEM @filiusVi]

#BRKM5 $BAK Braskem

I´m impressed by how fast things were restructured after Ramos got in. Seems Novonor is still calling the shots

"The goal is to accelerate the company's turnaround process, recover its value and prepare it for the new dynamics of petrochemical cycles"

[Marcelo Ribeiro @Marcelo12650938]

@filiusVi Braskem controlling stake will be avaiable for a takeover on B3.ADNOC, Unipar, Apollo, Lyondell, PIC, etc…could fight for it driving the price up

[RMEM @filiusVi]

Braskem Material Fact....

... Informing that Roberto Ramos (new CEO) will "accelerate the implementation of efficiency initiatives to address the petrochemical downturn cycle"

#BRKM5 $BAK

[RMEM @filiusVi]

@Marcelo12650938 Valeu Marcelo! Tamo junto!

[RMEM @filiusVi]

$BAK #BRKM5 Braskem ´s 2024 Investor Day summary:

- Driven by demand for sustainable solutions, 2030 EBITDA projected at US$ 600 to 800 million per year

- Diversification strategy, with greater presence in the North American and European markets

- Green polyethylene (using ethanol) will grow from 260k to 1000k tons by 2030; already reduced dependence on naphtha from 80% to 35%

- In Mexico, investments in the ethane import terminal should increase EBITDA of US$70 million by 2025. Ethane plant expansion (+20%) is being considered, resulting in + US$ 100 million EBITDA / yr

- 20% reduction in its capacity in the medium to long term to boost plant utilization and margins

- In the United States and Europe, expects to capture US$20 to 30 million in EBITDA from its biotechnology and recycling initiatives