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IMCD appointed a new leader for a regional business serving multiple specialty chemical markets, including coatings and construction. Learn who it is: pcimag.com/articles/114643-i… #IMCD #specialtychemicals #coatings Image: akindo / DigitalVision Vectors via Getty Images
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Marshall Wace LLP vergroot shortpositie (0,71%) in IMCD N.V.. dekoersen.nl/shorts/marshall…
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Citadel Advisors LLC verkleint shortpositie (0,58%) in IMCD N.V.. dekoersen.nl/shorts/citadel-…
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We will see massive shortages and price hikes if the current situation remains unchanged. The good thing about a potentially strong tailwind is that it’s coming off almost 2 years of inventory normalization. IMCD and Azelis have close to 100% FCF conversion, meaning there’s not so much real business momentum – yet. Keeping that assessed.
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Coming back to a recurring watchlist theme, there’s increasing chatter from the specialty chemical distributors (IMCD $IMCD.NA and Azelis $AZE.BB) about upcoming ‘severe’ supply/demand imbalances. A reminder that their business model loves disruption, as they can absolutely abuse such environments by slapping a large ‘finder’s fee’, blowing gross margins out. We’ve seen that during COVID. And while customers are much more rational today, it could still have a large impact. The market was expecting this a bit, hence the rally in these shares, but it looks like the enthusiasm is curbing.
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Replying to @JavierAlfayate
Las specialty chemicals comienzan a tomar fuerza ( ver también $IMCD), será un sector en turnaround ?
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What a whirlwind 24 hours in Cologne! It was a pleasure to support our distributor partner, IMCD, as they celebrated the opening of their new laboratory facility on Tuesday.
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I am intrested in these new names if we fall further: $APP, $FIG, $META, $SHOP. I am also intrested in some defensive names, but they are all eu co's like IMCD, Eurofin, SAF/RR. Also considering some neocloud exposure by adding coreweave or amphenal, but idk if I like the risk
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Column: Is dit het begin van herstel in chemieaandelen? Waar meerdere Europese sectoren de afgelopen tijd de weg omhoog hebben gevonden, bleef de chemiesector opvallend achter. Toch ontstaan er nu voorzichtig weer positieve technische signalen. tostrams.nl/Artikel/866994/I…
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As of 5 June 2026, IMCD NV ( $IMCD ) has a disclosed net short position of 8.78%. The chart displays the change in disclosed net short sell positions for the past 12 months. Data from AFM.
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📢 Nieuwe podcast @deaandeelhouder online! 📈 #Salesforce #IMCD #Ferrari #AkzoNobel #OCI #FlowTraders & nog veel meer! ✅ Dé podcast voor beleggers! 👥 Host @NicoInberg, @albertjellema en @thijsbuitenhuis van @norburycapital ▶️ Podcast bekijken: youtu.be/Sz5ZWZNhmbo
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Do subtypes of idiopathic multicentric Castleman disease (iMCD) differ in IL-6 production? This study explores cytokine regulation in the IPL and TAFRO subtypes of iMCD. haematologica.org/article/vi…
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📢 Nieuwe podcast @deaandeelhouder online! 📈 #Salesforce #IMCD #Ferrari #AkzoNobel #OCI #FlowTraders & nog veel meer! ✅ Dé podcast voor beleggers! 👥 Host @NicoInberg, @albertjellema en @thijsbuitenhuis van @norburycapital ▶️ Podcast bekijken: youtu.be/Sz5ZWZNhmbo
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Altijd leuk om weer te gast te zijn bij @NicoInberg en @AlbertJellema van DeAandeelhouder.nl. Naast oa $OCI Global, $IMCD Group en $DIE D’Ieteren Group bespreken we ook LUMIBIRD $LBIRD: the specialist in laser technologies, een bedrijf waar we met @NorburyCapital onlangs een positie in hebben genomen.

📢 Nieuwe podcast @deaandeelhouder online! 📈 #Salesforce #IMCD #Ferrari #AkzoNobel #OCI #FlowTraders & nog veel meer! ✅ Dé podcast voor beleggers! 👥 Host @NicoInberg, @albertjellema en @thijsbuitenhuis van @norburycapital ▶️ Podcast bekijken: youtu.be/Sz5ZWZNhmbo
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