Practical Options Speculation @Practical_Opt

Practical Optionist Guanacaste, Costa Rica Joined November 2021

Tweets

43
Followers

198
Following

4K
Likes

9

Practical Options Speculation @Practical_Opt

13 hours ago

Wikifolio „Inverse Eckert“. @Tiefseher @Finanz_Spass @Der_Boersianer @Michael_Kissig @memyselfandi006 Siemens Energy Long, Runde 2. Vincorion short geschlossen plus 20%. Wikifolio „Inverse Eckert“ plus 61%. 1. Long, Siemens Energy, @ 139 new buy. 2. ⁠Short, Vincorion +20%.

Practical Options Speculation @Practical_Opt

4 weeks ago

Wikifolio „Inverse Eckert“. @Tiefseher @Finanz_Spass @Der_Boersianer @Michael_Kissig @memyselfandi006 Investments werden bei plus 20% geschlossen. Vincorion short neu plus 11%. Wikifolio „Inverse Eckert“ plus 52%. 1. Long, Siemens Energy, @ 144 buy 2. ⁠Short, Vincorion +11%

0 0 0 83 0

0 0 0 27 0

View Details

Practical Options Speculation @Practical_Opt

3 days ago

BASF $BAS Strong Q2. „May looks more like April than it looked like March. This, what you call panic buying, I would say this was certainly a certain insecurity in value chains, in particular in Europe. Overall, I would say May looks like a continuation of a fairly strong April.“

Practical Options Speculation @Practical_Opt

a month ago

BASF $BAS „We are optimistic for the second quarter. We see pricing power across many of our businesses that will now unfold in the second quarter. Now in the second quarter, I think the pricing power that is now coming up will unfold. Short-term, we are optimistic. No shortages“

0 0 0 319 0

0 0 1 157 0

View Details

Practical Options Speculation @Practical_Opt

3 days ago

Tate & Lyle $TATE Sugar on top: All-cash purchase price of £5.95 per Tate & Lyle, acquisition multiple of 8.8x FY2026 adj. EBITDA. The transaction implies a total enterprise value of approximately £3.7B ($5.0B).

WSJ Business News @WSJbusiness

4 weeks ago

Tate & Lyle In Talks With Ingredion Over $3.7 billion Takeover Offer on.wsj.com/4wjWljU

0 1 5 4K 1

0 0 0 79 0

View Details

WSJ Business News @WSJbusiness

2 weeks ago

AkzoNobel Rejects $14.5 Billion Nippon Paint, Sherwin-Williams Takeover Bid on.wsj.com/3RoMzNF

1 1 0 3K 0

View Details

Practical Options Speculation @Practical_Opt

2 weeks ago

Wacker Chemie $WCH M&A, Siltronic $WAF previous GlobalWafers bid € 125. Wacker selling at 14x 12m forward Ebitda 👌 at the higher end of the range of precedent transactions in the sector. June 1, 2026, to raise its prices up to 15% for resins, dispersions, & dispersible polymer.

Rubber News @RubberNews

4 weeks ago

Wacker Chemie A.G. is raising prices by up to 15 percent on resins, dispersions and dispersible polymer powders, driven by higher raw material and logistics costs. rubbernews.com/latest-news/rn…

0 1 1 362 1

1 0 0 187 1

View Details

Practical Options Speculation @Practical_Opt

3 weeks ago

Umicore $UMI, Evonik $EVK, Lanxess $LXS, Braskem $BAK „Es wird zu einer starken Konsolidierung kommen", sagte Kullmann. „Zuerst in der Grundchemie, aber perspektivisch auch in der Hochtechnologie-Chemie." „ebenso eine Übernahmewelle.“ European chemicals sector M&A consolidation.

Practical Options Speculation @Practical_Opt

a month ago

Umicore $UMI „not 1 kilogram of germanium leaving China.“ Rheinmetall, Hensoldt, Thales, Saab, Leonardo face cost inflation, delays in scaling, and strategic risk. Hensoldt is the most exposed as germanium is critical for optronics, sensors & thermal systems (tanks, air defense).

0 0 5 691 0

0 0 1 173 1

View Details

Practical Options Speculation @Practical_Opt

3 weeks ago

Braskem $BAK

Practical Options Speculation @Practical_Opt

4 weeks ago

Braskem $BAK „We will see greater stress when it comes to obtaining feedstocks, and many companies are going to end up short on feedstocks. This in turn will translate into higher prices because if you have a permanent increase in feedstocks, then you need to raise your prices.“

0 0 1 974 0

0 1 5 801 2

View Details

Practical Options Speculation @Practical_Opt

3 weeks ago

Practical Options Speculation @Practical_Opt

2 months ago

Lanxess $LXS It was one of the most bullish Chemicals week in 3 years - despite the risk of geopolitical events. Investors want to lean into this chemicals rally. Positioning is short / underweight. There are massive earnings upgrades coming in 2Q/ 3Q - cue Evonik, BASF.

1 0 4 2K 1

0 0 0 77 0

View Details

Practical Options Speculation @Practical_Opt

4 weeks ago

0 0 1 974 0

View Details

WSJ Business News @WSJbusiness

4 weeks ago

Tate & Lyle In Talks With Ingredion Over $3.7 billion Takeover Offer on.wsj.com/4wjWljU

0 1 5 4K 1

View Details

Practical Options Speculation @Practical_Opt

4 weeks ago

Brenntag $BNR „But without the feedstock & also with feedstock that is massively more expensive at the moment, I see China at this stage, not out full blast on export and going everywhere. So it has an impact on competition in Latin America & Europe & other places at this stage.“

Practical Options Speculation @Practical_Opt

2 months ago

1 0 4 2K 1

0 0 1 70 0

View Details

Practical Options Speculation @Practical_Opt

4 weeks ago

Umicore $UMI „Germanium prices are up 50% ytd and have tripled since Jan 2025, driven by Al-related fiber demand, Chinese export restrictions, and Congolese stockpiling. About half of Umicore's germanium feedstock is sourced through its own recycling operations below-spot costs.“

Practical Options Speculation @Practical_Opt

a month ago

0 0 5 691 0

1 1 1 233 0

View Details

Practical Options Speculation @Practical_Opt

4 weeks ago

Sumco (3436) „Silicon wafer market 2Q, 300 mm wafers are expected to see strong demand for leading-edge logic & DRAM for AI applications, demand for NAND use is also projected to grow in line. 200 mm demand is expected to remain weak, there are some signs of recovery in demand.“

Practical Options Speculation @Practical_Opt

2 months ago

1 0 4 2K 1

0 0 0 116 0

View Details

Practical Options Speculation @Practical_Opt

4 weeks ago

0 0 0 83 0

View Details

Practical Options Speculation @Practical_Opt

a month ago

0 0 0 30 0

View Details

Practical Options Speculation @Practical_Opt

a month ago

Clariant $CLN „If that were not to happen, then actually you have a much more challenging scenario on feedstock because what you see is now there is shortages in Asia. If actually the Strait of Hormuz would not open by midyear, you will see actually shortages in Europe as well.“

Practical Options Speculation @Practical_Opt

2 months ago

1 0 4 2K 1

0 0 0 69 0

View Details

Practical Options Speculation @Practical_Opt

a month ago

Evonik $EVK „We see quite a pickup in, let us say a much weaker competition from Asia. That is something, that is transferred into better pricing in Europe. There is less supply. Most of the capacity, besides ours is sitting in Asia, there is less supply from Asia on that side.“

Practical Options Speculation @Practical_Opt

2 months ago

1 0 4 2K 1

0 0 0 37 1

View Details

Baron Investments @baroninvestment

a month ago

JPMorgan highlighting that SYNTHOMER (SYNT) are "currently working on four divestment projects". That and stronger trading (there's upside risk to consensus now) is what will get the shares closer to 200p. Closed yesterday at 82.7p.

3 1 17 11K 5

View Details

Practical Options Speculation @Practical_Opt

a month ago

Lanxess $LXS „We also see that the pricing level now in China is moving upwards, which is a clear difference to the last 12 months. When the pricing level in China moves upwards, you can assume that, then of course, pricing in the European area is also being positively impacted.“

Practical Options Speculation @Practical_Opt

2 months ago

1 0 4 2K 1

0 0 0 41 0

View Details

Practical Options Speculation @Practical_Opt

a month ago

Arkema $AKE „Arkema will remain attentive to other potential effects of this crisis, including on global demand. This situation could also lead temporarily to tighter supply/demand balance in certain value chains, creating some upside for the chemical industry.“ Pricing up 2Q/3Q.