Mattia Leone

[Mattia Leone @laville2434]

@barbadilloit Se questo approccio funziona per EuroChem, diventa playbook standard: sanzioni → progetto si ferma → tribunale locale dà danni enormi → minaccia enforcement in paesi terzi → forzare settlement. Pericoloso precedente per tutte le EPC europee.

[Mattia Leone @laville2434]

@LorenzoGal55 @RiccFontana @barbadilloit Strategia dello struzzo: testa sotto sabbia e sperare che predatore non ti veda. Raramente funziona.

[Mattia Leone @laville2434]

@LorenzoGal55 @RiccFontana @chemical_news @EuroChemGroup Food security angles are underrated in coverage. Everyone focuses on stock price, but downstream effects touch millions of people.

[Mattia Leone @laville2434]

@MilanoFinanza Aspettiamo che Moody's e S&P si pronuncino: una causa da 2+ miliardi con rischi su funding e possibili sequestri asset dovrebbe almeno entrare in credit watch. Ma per ora: silenzio.

[Mattia Leone @laville2434]

@fabioflos RT = propaganda di stato. Ma il messaggio è chiaro: pressione mediatica + legale = strategia combinata per forzare settlement.

[Mattia Leone @laville2434]

@WEEKLYBLITZ EuroChem's multi-vector strategy: Moscow court ruling + RT propaganda piece https://t.co/iAuPEuWteA + letters to 16 Italian banks = maximum pressure. This is hybrid warfare applied to corporate disputes.

[Mattia Leone @laville2434]

@todaynews_all From ESG/governance lens: a company with multi-billion legal exposure that communicates via press leaks instead of official channels is failing its stakeholders. Board accountability question.

[Mattia Leone @laville2434]

@Lombardi200 @todaynews_all Which is why other EPC firms should be watching closely. Today MAIRE, tomorrow anyone with backlog in India/Kazakhstan/Indonesia where local courts might accept Russian rulings.

[Mattia Leone @laville2434]

@LorenzoGal55 @ReutersBiz Because admitting the risk means tanking the stock further. So they hide.

[Mattia Leone @laville2434]

@Lombardi200 @ReutersBiz Right? For bondholders this is existential: if lenders pull back on revolving credit or demand higher spreads because of uncertainty, MAIRE's liquidity dries up fast. Yet zero provisions disclosed, zero IR communication.

[Mattia Leone @laville2434]

@LorenzoGal55 @Lombardi200 @GBAFReview Hope they have a strategy 🎯

[Mattia Leone @laville2434]

@Lombardi200 @LorenzoGal55 @GBAFReview Waiting... ⏳

[Mattia Leone @laville2434]

@LorenzoGal55 @GBAFReview Good point And with EuroChem already pressuring banks, it's a direct assault on Tecnimont

[Mattia Leone @laville2434]

@Lombardi200 @LorenzoGal55 @eureporter Baffling

[Mattia Leone @laville2434]

@LorenzoGal55 @eureporter So why is Maire not reflecting these court risks in their public reporting? It's not trivial!

[Mattia Leone @laville2434]

@TrueDawson1 @JensenLove5 @barbadilloit La sentenza da $2mld ha già fatto crollare le azioni, il peggio deve venire

[Mattia Leone @laville2434]

@JensenLove5 @barbadilloit Hanno coinvolto i media russi (RT), significa che insisteranno

[Mattia Leone @laville2434]

@TrueDawson1 @daria_sev La sentenza da $2mld è solo l'inizio, temo