@justfactstruth Avatar @justfactstruth Frank

Frank posts on X about $ardx, $glng, $ftai, company the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 35.48% stocks 23.39% countries 8.87% currencies 4.03% financial services 4.03% gaming 3.23% travel destinations 3.23% cryptocurrencies 2.42% exchanges 1.61% celebrities 0.81%

Social topic influence $ardx 38.71%, $glng 32.26%, $ftai #15, company 9.68%, target 8.87%, gas 8.87%, investment 8.06%, in the 8.06%, share 8.06%, for the 6.45%

Top accounts mentioned or mentioned by @investment51596 @mjbizdaily @blackrock @fishtowncap @marijuanamoment @advisorshares @larrywentz @uscannainvest @revelationslp @junglejava1 @jderevyanny @thedankinvestor @marijuanastock @defiantls @davidsacks @xtexasgirlx @nfl @theofficertatum @aleabitoreddit @endwokeness

Top assets mentioned Golar LNG Ltd (GLNG) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) GE Vernova Inc. (GEV) Deutsche Bank Aktiengesellschaft (DB) BlackRock Inc (BLK) BlackCoin (BLK) General Electric Company (GE) Born in [--] (19) TransDigm Group, Inc. (TDG) Heima (HEI)

Top Social Posts

Top posts by engagements in the last [--] hours

"$FTAI BARCLAYS BEST IDEA LIST FOR [----] Very powerful chart. FTAI BarCap estimate is $1.436B EBITDA '26 Trades at 7.7x multiple discount to Avg below (22-14.3) Crushing market share gains vs $TDG $GE and $HEI FTAI closes 7.7x gap adds $11.057B of MC or +107 pts BarCap target of $200 goes to $300 based on their estimates https://twitter.com/i/web/status/2000939599925842298 https://twitter.com/i/web/status/2000939599925842298"
X Link 2025-12-16T14:42Z [----] followers, 10K engagements

"$FTAI - $GEV On Monday Canadian electricity producer Maxim Power announced a sales reservation agreement with GE Vernova "to hold a manufacturing slot for a 7HA.02 gas turbine and generator package." That requires Maxim to provide a nonrefundable deposit payable in [----]. Pricing for the turbine will be negotiated later. By [----] when GEV delivers this unit to Maxim Power $FTAI will have delivered about [---] 25MW units valued at $12.5B in revenues and north of $5B in EBITDA https://twitter.com/i/web/status/2020883267075928536 https://twitter.com/i/web/status/2020883267075928536"
X Link 2026-02-09T15:31Z [----] followers, [----] engagements

"How smart are these guys.This is a [--] year facility $FTAIs total annual value creation rises from $154mm to $200mm a +30% increase by getting better leverage terms on the entire $6B SCI I The $46mm uplift breaks down as: +$7.2mm from 2% recurring management fees (driven by AUM growth) +$14mm from higher performance fees (larger LP base + slight return lift) +$25mm from higher co-investment returns (higher allocation + leverage adds 1%) AND AND AND.THE BEST PART. They now control [---] planes (750 engines) instead of [---] planes (500 engines) which guarantees them more parts inventory better"
X Link 2025-10-27T22:06Z [----] followers, [----] engagements

"$GLNG - Just disclosed they bought 255k shares Wasting no time.Earnings Nov 5th two day blackout so free Nov 10th. Hopefully this was them.A block of [------] shares in Golar LNG Ltd. equivalent to 0.7% of float traded at a market value of $25.3 million at 5:02 p.m. New York time on Tuesday Nov [--] [----]. https://twitter.com/i/web/status/1988959615879462990 https://twitter.com/i/web/status/1988959615879462990"
X Link 2025-11-13T13:18Z [----] followers, [----] engagements

"$VREOF Vireo Growth (MUST READ) $MSOS $MSOX $TLRY $ACB $PFE @MJBizDaily @MarijuanaMoment #rescheduling #cannabis Vireo is run by Chicago Atlantic Funds - largest secured lender in the market and continues to roll up the Distressed / Ch11 Cannabis space -Using stock at great valuations -Vireo has $100mm+ in Cash and an $85mm Deferred tax Liability 3Q [----] Actual Revenues $92mm EBITDA $25.4mm Refid high cost debt 3Q [--] Annualized $367mm Revs $102mm EBITDA [----] Pro Forma ALL DEALS -450mm Revenues -EBITDA 135mm Valuation- 135mm at 10x = $1.35B EV or $1.08/ share [----] Pro Forma WITH RESCHEDULING"
X Link 2025-12-17T15:52Z [----] followers, [----] engagements

"$VREOF The King of distressed M&A in cannabis Vireo / Chicago Atlantic continues roll up w/ its 9th Bankrupt cannabis operator. -Vireo acquires Eaze's $350mm+ buildout for 13% of cost - 49mm or 3.84x [----] EBITDA payable in all shares locked up until [----] -Vireo gains Eaze's [--] stores delivery tech/IP [-----] sq ft cultivation in FL (expandable) and entry into CA/FL -Instant scale in high-growth markets (FL's medical-to-rec shift; CA's delivery dominance). Synergies from integrating Eaze's delivery https://sfstandard.com/2025/04/20/eaze-weed-uber-delivery-silicon-valley-cannabis/ $VREOF - VIREO"
X Link 2025-12-26T14:34Z [----] followers, [----] engagements

"$ARDX UPDATED MODEL With stock at $8 Shares 239.9mm Debt 202mm Cash 265mm TEV [-----] Based on 15x [----] EPS Stock is worth $23.25 Full Year [----] Total Revenues $405mm I $277mm X $104mm Other $25mm TCOGS -($34.5mm) R&D - ($64.9mm) SG&A - ($335.8mm) Other - ($20.64) Net Profit ($50.5mm) Loss per Share (.20) Year End Cash $265mm ---------------------------------------- Full Year [----] Total Revenues $639mm I $465mm X $149mm Other $25mm TCOGS -($26.92mm) R&D - ($69mm) SG&A - ($380mm) Other - ($15.2mm) Net Profit +$147.8mm Earning per Share +.62 cents Year End Cash +413mm"
X Link 2026-01-09T17:31Z [----] followers, [----] engagements

"$FTAI RBC Research Note -We visited FTAl's Miami MRO facility and CFM56 test cell. FTAl sees strong growth in its field engine work (fan and LPT modules). For example FTAl is now doing [---] field service visits (3-day TAT for LPT 2-day for fan) for a leading Asian airline. The test cell runs [--] shifts/day (1.5 engines/day) and labor remains a pacing item at the MRO facility (running [--] shift/day). The Palantir integration is gaining traction and we believe investor interest in the aeroderivative market will continue to support a positive near-term stock re-rating."
X Link 2026-01-15T19:21Z [----] followers, [----] engagements

"$PAVM owns 27% of $LUCD Lucid market cap 220mm = $59.4mm PAVM tiny float 900K shares so worth $66 / share"
X Link 2026-01-21T14:51Z [----] followers, [----] engagements

"$ARDX [--] month target raised to $19 from $16 Laura Chico @ Wedbush Remain Outperform rated on ARDX new $19 target. Following release of FY26 Ibsrela guidance we are raising our estimates with FY29 Ibsrela revenue increasing to $878M (consensus $847M) which raises our target to $19 (from $16). We also met last week with ARDX President/CEO Mike Raab CFO Sue Hohenleitner Chief Commercial Officer Eric Foster and Chief Patient Officer Laura Williams and come away incrementally positive on Ibsrela's ramp. Based on prior pivotal data we think the Phase [--] chronic idiopathic constipation (CIC) program"
X Link 2026-01-21T16:56Z [----] followers, [----] engagements

"$FTAI - LETS FUCKING GO"
X Link 2026-01-22T12:48Z [----] followers, [----] engagements

"$FTAI -HOLY SMOKES - FTAI Aviation Announces JV w/ $GE Aerospace https://ir.ftaiaviation.com/news-releases/news-release-details/ftai-aviation-announces-multi-year-materials-agreement-cfm https://ir.ftaiaviation.com/news-releases/news-release-details/ftai-aviation-announces-multi-year-materials-agreement-cfm"
X Link 2026-01-22T13:33Z [----] followers, [----] engagements

"$FTAI - from Compass Point FTAI this should be a huge catalyst for the stock. GE just announced on their Earnings call that they reached an agreement with FTAI Aviation to support servicing of CFM56 engines. On the call GE mentioned that they entered into a partnership with FTAI Aviation (FTAI). This is a game changing partnership FTAIs business model was built around effectively going to war with GE and now they are partnered with the largest OEM in the industry. And FTAI is now a partner with GE which makes their MRE business extremely competitive since they are now partnered with GE. This"
X Link 2026-01-22T13:36Z [----] followers, [----] engagements

"$ARDX - Ardelyx responds to reports of Zydus Lifesciences acquisition talks as Zydus explores funding via QIP https://www.cnbctv18.com/business/companies/ardelyx-responds-to-zydus-lifesciences-acquisition-reports-ws-l-19826709.htm https://www.cnbctv18.com/business/companies/ardelyx-responds-to-zydus-lifesciences-acquisition-reports-ws-l-19826709.htm"
X Link 2026-01-22T15:57Z [----] followers, [----] engagements

"$FTAI- Morgan Stanley Note Last night we hosted a dinner with FTAI management and investors. We outline our takeaways below. How long has FTAI been working on FTAI Power The company has been working on this initiative for a year. It has hired [----] Power engineers experienced in aeroderivative conversions and is also leveraging its [---] CFM56 engineers to optimize the parts that can be used in the conversion What does a conversion to an industrial aeroderivative gas turbine entail Starting with a CFM56 jet engine the conversion requires removing the fan connecting the engine to a generator"
X Link 2026-01-22T16:23Z [----] followers, [----] engagements

"$FTAI - RBC Research Note Our view: Among the recent FTAI announcements (3rd PMA part approval FTAI Power launch SCI upside) the recent CFM International partnership is perhaps the most strategically significant. We believe FTAI is now positioned to exceed prior CFM56 expectations in terms of both revenues and margins and the company should now be viewed as the leading non-OEM player in the CFM56 aftermarket. We are adjusting our 4Q25 estimates (lower lease contribution) and factoring in $450M to our [----] adj. EBITDA to reflect the FTAI Power contribution. We are increasing our PT to $350"
X Link 2026-01-26T18:36Z [----] followers, [----] engagements

"$FTAI - DERCHIN AIRLINE RESEARCH LLC Top Pick in Aviation Services and increasing our price target to $605 from $550 FTAI Aviation will report its financial results for the fourth quarter and full year [----] February [--] [----]. We had the pleasure of meeting with Joe Adams CEO of FTAI Aviation on Friday January [--] to catch up on recent developments for the company. We focused on FTAI 's new FTAIPower business and its recently announced agreement with CFM international the 50/50 joint venture between GE Aerospace and Safran International. In the FTAI Power business FTAI converts a CFM56 engine"
X Link 2026-01-26T19:08Z [----] followers, [----] engagements

"$VREOF Acquires $SMG ScottsMiracle-Gro Hawthorne Gardening Company -transformational deal for Vireo as Hawthorne is the leading North American provider of hydroponic / cannabis cultivation supplies (nutrients lighting growing media etc.) From Scotts - Under the proposed terms of the transaction Vireo Growth Inc. (Vireo) will acquire Hawthorne in exchange for an investment in Vireo and will integrate the cultivation supply business into its broader consumer cannabis operations. Vireo is a licensed operator that recently announced it will expand its current multi-state operating footprint to 10"
X Link 2026-01-28T12:32Z [----] followers, [---] engagements

"$FTAI $GEV Power sold out past 2030.I wonder who can fulfill some turbine demand"
X Link 2026-01-28T14:34Z [----] followers, [----] engagements

"$GEV & $FTAI Q&A GEV Responses to "FTAI Power" CEO - "I would just reinforce the comment I made before which is we do see our slot reservation agreements [--] to [--] points higher in price than where we are with our backlog. So we're continuing to gain price as we continue to play this game in gas. Frankly a lot of the smaller applications are simply enabling more projects to get started because what it's enabling is earlier power that truthfully we can't provide. But then on the back end as the heavy duty gas turbines are available those smaller applications will become the reliability"
X Link 2026-01-28T14:51Z [----] followers, [----] engagements

"$VREO $VREOF WHY I LOVE THIS OPPORTUNITY All those who are worried about "dilution" are missing it. ProForma for ScottsGro deal Vireo Growth should be the 4th largest Cannabis Co. in the world by Revenues. They have an amazingly clean balance sheet and are acquiring assets at better than 3-4x EV/EBITDA They have the best "Cannabis Credit Firm" pedigree behind them so buying bankruptcy assets is a core competitive strength. Tobacco Sector Average - trades 13-15x EV/EBITDA Alcoholic Sector Average -trades 9x to 11x EV/EBITDA All acquisitions have taken VREO stock and with a 3yr lock up."
X Link 2026-01-28T19:58Z [----] followers, [----] engagements

"$ARDX - The battle / consolidation for $8 continues"
X Link 2026-01-29T14:47Z [----] followers, [----] engagements

"$FTAI - Analyst note from yesterday FIRE We reiterate our Market Outperform rating and increase our price target to $325 (from $230). We think FTAI could be added to the S&P [---] in the coming quarters. We were expecting FTAI to be added to the S&P [---] at some point but given the recent performance in the stock (up 50%+ since the end of December) and the size of the market cap today ($29B) we do not believe FTAI is eligible for this index anymore. However more importantly we do believe FTAI is now eligible for the S&P [---] which would clearly be a meaningful tailwind for the stock as we"
X Link 2026-01-29T14:53Z [----] followers, [----] engagements

"RT @DefiantLs: Virginia Democrats under fire after proposed tax increases for. literally everything"
X Link 2026-01-29T22:16Z [----] followers, [----] engagements

"Trump / Warsh thoughts -I find it very entertaining that the "market" and well followed pundits were all.Trump wants a puppet he doesn't want independence etc etc.Gold and silver to the moon dollar crushed blah blah blah. Then Trump picks the smartest guy Warsh who those same market pundits see as a hawk and a balance sheet hawk for sure and they get crushed"
X Link 2026-01-30T20:29Z [----] followers, [----] engagements

"$ARDX - New patent covers IBSRELA and XPHOZAH and expires in [----] WALTHAM Mass. Feb. [--] [----] (GLOBE NEWSWIRE) -- Ardelyx Inc. (Nasdaq: ARDX) a biopharmaceutical company founded with a mission to discover develop and commercialize innovative first-in-class medicines that meet significant unmet medical needs today announced that the United States Patent and Trademark Office (USPTO) has issued U.S. Patent No. [--------] titled Oral Formulations of Tenapanor with an expiration date of November [--] [----]. The patent relates to the formulation of tenapanor and covers the commercial formulations of"
X Link 2026-02-03T13:45Z [----] followers, [----] engagements

"$ARDX - No Patent Cliff - Clear runway $$$$$ Today we received a new U.S. patent covering the formulation of tenapanor that expires in [----]. Read the full press release here: https://t.co/bGjhlI1Q9c https://t.co/ClGJXxTquD Today we received a new U.S. patent covering the formulation of tenapanor that expires in [----]. Read the full press release here: https://t.co/bGjhlI1Q9c https://t.co/ClGJXxTquD"
X Link 2026-02-03T15:19Z [----] followers, [----] engagements

"Yes agree.and with every major BP seeking patent runway / exclusivity this is huge IMO"
X Link 2026-02-03T16:25Z [----] followers, [----] engagements

"Vireo Growth's objective is to use its shares credit / workout expertise and relationship to Chicago Atlantic (largest secured Cannabis lender) to roll-up the cannabis market at 3-4X EV:EBITDA and create the worlds largest vertically integrated operator. They are currently executing perfectly. Vireo's Results 3Q [--] Annualized $367mm Revs $102mm EBITDA Since then they bought: EAZE $47mm in shares = add 15mm EBITDA PharmaCanns CO $49mm shares=add 14-16mm Schwazze for $62mm in shares =add 16-18mm $SMG 's Hawthorne for and paid 13% of VREO plus a performance based option and SMG President Chris"
X Link 2026-02-04T14:19Z [----] followers, [--] engagements

"RT @DavidSacks: NYT story on Epstein & Silicon Valley has paragraphs on Elon Peter Thiel and even photo of JCal who is a total NPC. But Re"
X Link 2026-02-07T16:26Z [----] followers, [----] engagements

"RT @XtexasgirlX: HEY @nfl sitting through God Bless America like a disrespectful punk Real Americans stand Cant wait for that American"
X Link 2026-02-09T01:32Z [----] followers, [---] engagements

"RT @TheOfficerTatum: 🚨: The NFL's $15 million investment in this year's halftime show is a major bust. Choosing Bad Bunny unheard of amon"
X Link 2026-02-09T01:39Z [----] followers, [----] engagements

"$AER is an amazing company and I like it.BUT they have no in house MRO capabilities and no parts / agreement with GE. FTAI started working with engineers on this [--] months ago and will deliver the 1st Units in 2Q [--]. If AER hasn't even started yet and FTAI can do it themselves (and is [--] months ahead) and at a 50% EBITDA margin how fast and much will AER take to make $$$ Better bet is AER runs this through FTAI then does it themselves https://twitter.com/i/web/status/2020893470269772035 https://twitter.com/i/web/status/2020893470269772035"
X Link 2026-02-09T16:12Z [----] followers, [---] engagements

"@investment51596 Theres no contract between the two- read it again GeV sells turbines and is sold out until [----] FTAI provides MW via converted cfm [--] turbines and has availability now and can deliver [---] 25MW units a year at a cost of 25mm per"
X Link 2026-02-09T23:45Z [----] followers, [--] engagements

"RT @aleabitoreddit: Speaking of other bottlenecks like $AXTI. Ive been looking into 4D AI. Convos with industry insiders leads me to bel"
X Link 2026-02-10T14:11Z [----] followers, [--] engagements

"-Shell's Prelude has been a disaster for them. -ENI Spa has two vessels (Tango and Coral) totaling 4mtpa and acquired one from Exmar so didn't even build it. -Golar has this down to a science and with another yard slot locked in they will most certainly provide more FLNGs.maybe for BP at GTA or maybe for NNPC https://twitter.com/i/web/status/1915831577268924548 https://twitter.com/i/web/status/1915831577268924548"
X Link 2025-04-25T18:13Z [----] followers, [----] engagements

"RT @EndWokeness: "I have the distinct honor to say that we lost white population"- former NY Rep. Charles Barron (D) Listen to the crowd'"
X Link 2026-02-11T21:58Z [----] followers, [----] engagements

"$ARDX- Lots of DMs so here are some thoughts. This is SIMPLE math and my assumptions are stated. COULD this be the cheapest stock in Biotech land and explain why street Px targets are $15 $15 $14.5 $14 $14 and $12 If you use ACTUAL 2Q '24 week over week growth rates for both drugs (2.47% and 4.87%) and extrapolate that for the balance of 2Q 3Q and 4Q AND use the Same NET pricing (76.2% for X & 72% for I) realized For the 2Q XPHOZAH will do 28mm in Revs & IBSRELA will do 37mm in Revs. For the 3Q 24- XPHOZAH will do 53.5mm & IBSRELA will do 51mm. 3Q exit Run rate of $513mm For 4Q [--] - XPHOZAH"
X Link 2024-06-04T18:55Z [----] followers, 10.2K engagements

"$ARDX Very solid fireside chat. These two are rockstars"
X Link 2024-06-05T14:52Z [----] followers, [----] engagements

"$ARDX - Fireside chat notes. Tone was great. Raab and Renz seemed very confident. CCO- Susan had a great [--] years. Susan made the decision to leave. Dont read into it a whole lot more. People leave comnpanies every day. Our commercial team is very strong. Raab has commercial experience and our board has commercial experience. We are very happy with our progress IBSRELA- -Seasonality and Change HC outtage are both behind us -Script count back on track and growing nicely. From Q1 to Q2 and beyond this year we will see an improvement in G:N similar to last year where we improved meaningfully."
X Link 2024-06-05T15:09Z [----] followers, [----] engagements

"$ARDX- Was $9.31 after blow-out earnings. Weekly scripts are OUTPERFORMING all expectations since. It touched $8 pre CCO departure. With $XBI strength ARDX fundamentals CCO departure explained and Jeffries update today.I expect it to trade back to $8 + in short order. Mgmt is meeting with institutions in 1:1 meetings all day so will be interesting to see who they close"
X Link 2024-06-05T19:54Z [----] followers, [----] engagements

"$GLNG - Deutsche Bank out with VERY bullish report -With GLNG shares trading at $27/sh we believe that the risk/reward profile is very favorable for new investors to engage with the name ahead of one or more positive announcements. Shares have traded in a relatively narrow band for several years staying above $20/sh but below $30/sh. We are increasing our base-case price target to $43/sh based on our view that Hilli gets contracted in the coming weeks or months at better utilization terms and on longer duration. We also see the very real possibility that one or more MK II FLNG assets receive"
X Link 2024-06-10T15:43Z [----] followers, 11K engagements

"$GLNG Stifel report on Perenco - Life Is Good When Your Biggest Customer Is Your Biggest Fan Any way you slice it having your biggest customer buying a 10% in the company even after the share prices has moved is a very good sign in our view and we expect there is more upside to come for GLNG shares. [--]. Perenco could be making a play for all of Golar. However we expect the company would need a number at least in the high $30s or perhaps $40s to even begin considering something along those lines. [--]. Strategic investment. Perenco currently stands to lose access to the Hilli following the"
X Link 2024-06-18T13:26Z [----] followers, 10K engagements

"$GLNG - Stifel raises to $55 The Future Is Now at Golar - We believe the company is finally and truly on the cusp of not one but multiple new contracts this year which we estimate will transform the share price. Given our conviction in the immediacy of a new contract on the Hilli and a Mk II contract this year both of which should contribute for most of all of [----] and solidified by customer Perenco buying a 10% stake in GLNG we are now including those in our sum-of-the-parts valuation and taking our target price to $55/share"
X Link 2024-06-24T12:07Z [----] followers, [----] engagements

"$GLNG - Golar Sum of the Parts"
X Link 2024-06-24T12:26Z [----] followers, 10.7K engagements

"$ARDX Few more weekly RX counts until the end of 2Q24. Earnings call s/be last week of July Expecting Revenues of $58-60mm -up 167% vs 2Q23 and EPS loss of .06 cents"
X Link 2024-06-26T18:59Z [----] followers, [----] engagements

"$ARDX- Stock moving. Near term catalysts below -HR5074 Kidney Act -past Ways and Means June [--] w/ a 41-1 vote -Earnings Release s/ be week of July 29-Aug [--] and Xphozah had record TRx of [----] for w/e 6/14 -Europe and ROW Partnership announcement - Mike Kelleher was hired March [--] '24 so honeymoon is over -NDA below was submitted on July [--] [----] and awaits approval by Chinas Center for Drug Evaluation - one year anniversary in two weeks https://ir.ardelyx.com/news-releases/news-release-details/ardelyx-announces-acceptance-new-drug-application-tenapanor"
X Link 2024-06-28T15:48Z [----] followers, 10.2K engagements

"$ARDX - A few facts - Russell [----] weighting is roughly flat pre and post reconstitution SOOOOO all the buy volume last Friday was NOT Russell rebalancing. -HR5074 was voted 41-1 on a bipartisan basis in House Ways & Means on March 6th. Since then vocal minority politicians have focused on the sad fact that Black Americans are [---] times more likely to develop end-stage renal disease (ESRD) compared to White Americans. Odds it passes VERY high. -33mm shares were sold short last filing so covering them will be difficult w/ institutional ownership"
X Link 2024-07-01T14:51Z [----] followers, 13.6K engagements

"$ARDX Raymond James Note to clients W e remain STRONG BUY RATED on ARDX and our reducing price target $1 to $15 after todays announcement they would not be applying to include Xphozah in CMS ESRD- PPS TDAPA What does this mean- Our assumption is that Medicare patients will lose Xphozah coverage indefinitely starting January [----] unless a development such as the signing law of the Kidney Patient act occurs in the interim -(this is reflected in our model) While there is much debate amongst investors regarding weather skipping out on the TDAPA . 1) avoid faster erosion of commercial access to"
X Link 2024-07-03T12:04Z [----] followers, [----] engagements

"$ARDX - Strong script data for the w/e 6/28 to close out the 2Q X sets new record for TRx and RRx I hits highest NRx and 3rd best TRx for the 2Q At 1Q24's G:N that's almost $5mm in weekly revenues for 6/28 so annualizing to almost $260mm"
X Link 2024-07-09T15:34Z [----] followers, 35.7K engagements

"$ARDX Jeffries update report Earnings August 1st We Think Floor Value Should be Higher -Currently the Congress dynamic has been a key overhang as reflected by the stock baking in essentially minimal Xphozah revenue in 2025+. The pullback makes the H2 setup very intriguing on a (+) Congress catalyst which should drive +50-100% upside and get the stock back to early [----] levels when investors were overall more comfortable with Congress. - Our analysis suggests Ibsrela should be worth more than current $5-6 / share and closer to $7 / share or +20-25% upside. Hitting or beating guidance will be"
X Link 2024-07-25T19:37Z [----] followers, 11.9K engagements

"$ARDX - IBSRELA - 1st weekly Rx 3/18/22 (124 weeks) Current Qtr revs $35.445mm Company forecast AT LEAST $1B revs XPHOZAH - 1st weekly Rx 11/17/23 (37 weeks) Current qtr revs $37.146mm Company forecast TBD Catalysts -HR [----] - Kidney Patient Act -Chinese NDA submitted July [--] [----] -ROW partnership for XPHOZAH distribution"
X Link 2024-08-01T21:35Z [----] followers, [----] engagements

"$ARDX - HR [----] Here is why I have been bullish on a Sept [--] timeline .legislative calendar for the balance of [----] August Vacation In session Sept 9-27 DC fiscal year ends Sept [--] October recess / elections In session November 12-22 In session from Dec 3-19 Based on my research w/ DC folks there are a small number of high priority bipartisan bills that have finite expirations and the elected officials are keen to make sure there is focus and attention. I think this will get some increased traction heading into Sept legislative window"
X Link 2024-08-21T13:37Z [----] followers, [----] engagements

"$ARDX - Script Data Update I have been hesitant to post weekly script data due to the "under-reporting" of scripts that have led to analyst misses For example using weekly Rx data- My model for 2Q understated IBSRELA scripts by [----] or $4.5mm revenues (15% off) My model for 2Q understated XPHOZAH scripts by [----] or $10.5mm revenues (40% off) With that said reported script data has been fantastic and for week ending 8/16/24 IBSRELA - TRx [----] NRx [---] RRx [----] -Weekly Revs over $3mm ($160mm Runrate) - 2Q weekly TRx averaged [----] XPHOZAH - TRx [----] NRx [---] RRx [---] - Weekly Revs of $3mm ($160mm"
X Link 2024-08-29T15:13Z [----] followers, [----] engagements

"$ARDX Soooooo HR [----] passes and stock goes to $12 (as per wall street analysts) or ARDX 7/17/25 lawsuit progresses and they get a TRO until court case is scheduled and stock goes to $7-8 while we wait for HR5074 or ARDX gets Chinese approval expected by end of [----] and Under the terms of its agreement with Fosun Pharma Ardelyx is eligible to receive additional developmental and commercialization milestones of up to $110 million and tiered royalty payments on net sales ranging from the mid-teens to [--] percent" and stock goes to $9 or They just keep executing end the year at $500mm revenue"
X Link 2024-09-12T18:29Z [----] followers, [----] engagements

"$ARDX - "We finished the 2Q with $186mm Cash and we are getting very close to breakeven with our daily capital needs quite small""
X Link 2024-09-19T13:37Z [----] followers, [----] engagements

"$ARDX -FROM CANTOR CONFERENCE HR [----] and S [----] We have [--] Sponsors / Co-Sponsors and this is truly Bi-Partisan with strong support It has already passed the House Ways & Means Cmte and the Energy and Commerce Cmte so waiting for a floor vote. We have many avenues for this to be settled and are hopeful to hear something by the end of the year before patients lose access to this drug This can happen by Stand Alone HC Bill Omnibus Bill / Mini or in the CR inclusion"
X Link 2024-09-19T13:43Z [----] followers, [----] engagements

"$GLNG - Stifel flash note 9/27/24 -Golar & Perenco Sitting In a Tree. We'll See According to Seeking Alpha there is the possibility that Golar may be acquired by private E&P partner Perenco which several months ago acquired a 10% stake in GLNG. Last year Golar was approached by several infrastructure funds about a possible take private which they chose not to pursue given the upside runway. The share price has appreciated since that time but the company has made significant progress on multiple new projects and we expect should be within striking distance of several new contracts which would"
X Link 2024-09-27T12:41Z [----] followers, 17.4K engagements

"$ARDX - UPDATE A large Wall Street bank hosted an investor call with DC legal experts re: ARDELYX INC. et al v. BECERRA et al Conclusion - Ardelyx is highly likely to be granted a Preliminary Injunction by Judge Beryl Howell as early as late October '24. This temporary court order prevents the Centers for Medicare & Medicaid Services (CMS) from acting on the challenged policy until the court makes a final decision. A trial would not likely take place until late [----] and could last months based on the court's calendar and reliance on interpreting the Chevron Doctrine ruling which was"
X Link 2024-09-27T15:02Z [----] followers, 12.2K engagements

"$ARDX - I've been asked what I'm expecting for 3Q earnings so here it is. IBSRELA - Revs $42-44mm XPHOZAH - Revs $51-53mm Other - Revs $631K Total 3Q - Revs - $95.631mm $1.431mm loss vs my estimate of total expenses Should end the qtr doing $7.6mm in weekly revs or $400mm Annualized"
X Link 2024-09-30T14:40Z [----] followers, [----] engagements

"$ARDX - Geopolitics are volatile. Unfortunately chronic illness still requires medications. Stay level headed. Multiple catalysts on the very near term horizon. CMS / HHS litigation - hopefully headed to PI late October as per Jeffries analyst Dennis Ding's call last week HR5074 - Adding sponsorship daily -today added Maxine Waters . Hopefully just a matter of time 3Q Earnings- recent RECORD Rx counts as per IQVIA s/ lead to another GREAT earnings release Fosun Pharma - Chinese approval expected by end of the year ROW partnership- timing TBD"
X Link 2024-10-02T12:43Z [----] followers, [----] engagements

"$FTAI - Reading through this $SARO StandAero S-1 making me very very excited $SARO 8.2b Mkt cap + 3.3B net Debt on 575mm EBITDA =20x Growing revs at 12% per yr and margins of 13% FTAI is growing services revs at 50% CAGR and has 38% margins and also valued at 20x"
X Link 2024-10-02T14:06Z [----] followers, [----] engagements

"$ARDX - Today we will learn a lot more about CMS lawsuit. I will update accordingly"
X Link 2024-10-04T12:57Z [----] followers, [----] engagements

"$ARDX - Compelling arguments to the court. Relying heavily on Chevron. Some excerpts below. -Defendants attempt to bury the merits more than [--] pages into their Opposition which is understandable given that Defendants concede the central thrust of Plaintiffs arguments: That the governing statute does not specifically include oral-only drugs in the ESRD PPS Bundle. Defendants instead argue that the statute does not prohibit the agencys inclusion of oral-only drugs in the bundle claiming that Congresss definition of renal dialysis services merely sets forth a non-exhaustive list that empowers"
X Link 2024-10-17T12:45Z [----] followers, [----] engagements

"$ARDX -Lots of s and DMs into earnings 10/31 Script data has been strong Xphozah hit new record & last [--] weeks avg was [----] per week Last [--] weeks Ibsrela avg was [----] per week Combined that's $7.9mm weekly revenues or $410mm annualized"
X Link 2024-10-29T20:59Z [----] followers, 10.4K engagements

"$ARDX GREAT Earnings $98.2MM revs X did 512mm and I did 41mm $(0.00) per share"
X Link 2024-10-31T20:11Z [----] followers, [----] engagements

"$ARDX - Citi Note from today THIS IS LAUGHABLE READ THE END Excerpts from the report- -ARDX delivered another exceptional quarter with XPHOZAH sales of $51.5M (vs. $46M consensus) demonstrating robust demand even in the early innings of the launch -ARDXs second commercial asset IBSRELA also came in slightly above consensus at $40.6M (vs. $39.4M consensus) and our estimates (vs. $38.5M) and we anticipate the strong growth to continue as mgmt. slightly narrowed the revenue guidance range of IBSRELA to $145M - $150M (from $140M - $150M). -Mgmt. noted there is strong bipartisan support (38"
X Link 2024-11-04T19:31Z [----] followers, [----] engagements

"$ARDX Building steamexpecting more Republican support to grow quickly"
X Link 2024-11-06T13:36Z [----] followers, [----] engagements

"$ARDX - Added /Buyer. If you assume Ibsrela grows at 15% qtrly over next [--] qtrs and XPHOZAH grows at 40% and then reduce by 60% for loss of all Medicare I STILL get to $533mm Revs for FY [--] and generating [--] cents a share. Small cap Bio trade for 3.7--5.3x sales or 20-30x Earnings. So my valuation range sales 1.97B- 2.84B so $10.2 per share mid and $17.5 at mid of 25x P/E. Major upside optionality on HR5074 and smaller upside on China / Europe approvals. Current EV is $1.1B"
X Link 2024-11-08T17:59Z [----] followers, 26.6K engagements

"$ARDX Jefferies reiterated Ardelyx Inc (ARDX) at a Buy rating and $11 price target. -Mgmt is confident it can navigate the various Xphozah dynamics going into [----] and are optimistic underlying patient demand should grow despite pot'l changes w/ Xphozah reimbursement. We'd also flag the CMS litigation is not completely over as mgmt will likely challenge / appeal imminently and there's still a scenario a PI / stay could happen by YE. We appreciate there's still near term uncertainty but are confident stock can rebound once we're in [----]. -Mgmt will move quickly to appeal the motion to"
X Link 2024-11-20T14:29Z [----] followers, [----] engagements

"$GLNG With YPF joining the Vaca Muerta JV the likelihood of Golars next asset being contracted in the near term is highly likely What will BP say at their GTA project with no Phase [--] FLNG technology locked down as of yet Colder winter in Europe also becoming a major tailwind to current Financials Stock heading to $45+quickly"
X Link 2024-11-25T20:09Z [----] followers, [----] engagements

"$ARDX WASHINGTON D.C. - Chairman-Elect Brett Guthrie released the following statement announcing House Energy and Commerce Committee Subcommittee Chairs for the 119th Congress: Earl L. Buddy Carter -Chairman Subcommittee on Health "Today I am proud to announce the Subcommittee Chairs and Vice Chairs for the House Energy and Commerce Committee for the 119th Congress. The Energy and Commerce Committee will lead the way as we work together to restore American energy dominance and lower prices protect access to lifesaving treatments while lowering the cost of health care and protect our children"
X Link 2024-12-20T14:37Z [----] followers, [----] engagements

"$GLNG - Update from Stifel -As reported YPF's President Horacio Marn traveled to Amsterdam to finalize the agreements at Shell's board meeting. The offtake would be a 20-year deal/ [--] mtpa of LNG from the project. -Shell's offtake of [--] mtpa would be 30% of current Argentina natural gas production. As a result there will likely need to be additional gas drilled. To that end YPF just bought a 54.45% majority stake in the Sierra Chata field in the Vaca Muerta from ExxonMobil. The remaining stake in the field is owned by Pampa Energy. -In addition more pipelines will need to be built. There is a"
X Link 2024-12-20T20:29Z [----] followers, 14.6K engagements

"$GLNG Why I still LOVE this stock Gimi - 1Q25 $151mm at 10X = $1.51B Hilli - 3Q26 $370mm at 10X = 3.70B Fuji - 4Q27 $570mm at 10X = $5.70B MKII - 2Q28 $500mm at 10X = $5.0B Southern Energy 10% =$250mm Artic + Avenir = $125mm Cash on Balance Sheet = $825mm Total Asset FV =$17.110B Hilli Fuji and New MKII have Commodity Upside not priced in and JV value could be Explosive Debt Current Corp -542mm Fuji -1.71B Hilli (current + Capex) -$573mm Gimi -445mm New MKII - $2.2B Total Debt =$5.47B $17.110B less $5.47B leaves $11.640B on 104mm shares so FV $111.923 in 2Q [----] Discounted at 15% is $64"
X Link 2024-12-24T18:30Z [----] followers, 13.5K engagements

"$ARDX I'll take my chances with David Mott's insider ARDX purchases based on his track record. -Sold MedImmune to AstraZeneca for $15.6 billion -Sold Tesaro to GlaxoSmithKline for $5.1 billion -Sold Clementia Pharmaceuticals to French pharma company Ipsen for $1.3 billion -Sold Nightstar Therapeutics to Biogen for $800m -Served on 25+ corporate boards -At NEA led [--] initial public offerings or corporate acquisitions By the way on $MRSN Mott bought at $5.59 in April [----] then. $11.25 June [----] $21.17 July [----] $25.25 Oct [----] $27.58 Dec 2020"
X Link 2024-12-27T17:41Z [----] followers, 14.4K engagements

"$ARDX My estimates for 4Q and FY24 -4Q Revenues $125mm and EPS + .0688 -----Ibsrela 4Q at least $49.2mm -----Xphoxah 4Q at least $72.1mm -----Other prod revs at least $3.6mm FY [----] revenues $342.8mm and EPS loss [----] cents --- Ibsrela FY24 $154mm --- Xphoxah FY24 $176mm --- Other FY24 $12.9mm ------------------------------------------------------- My estimates for FY2025 w/ following assumptions -No CMS $$ (haircut Xphoxah by 60%) -Share count flat at 235.9mm -No China revenues -No European revenues -1Q [--] Revs $104.2mm and EPS .021 -----Ibsrela 1Q at least $61.1mm -----Xphoxah 1Q at least"
X Link 2024-12-27T19:05Z [----] followers, [----] engagements

"JPM Conference next week Biotech always does well in 1Q $NARI bought for $5B and did 547mm TTM Revs and lost -$1.35 of EPS.thats 9.1x Sales $ARDX trading at 1B EV.even if they lose 60% X will still do 532mm Revs for FY [--] and generate .63 EPS Not apples to apples for sure but at 9.1x sals ARDX worth $20.5.at 4.5X worth $10.6 https://twitter.com/i/web/status/1876691436495614264 https://twitter.com/i/web/status/1876691436495614264"
X Link 2025-01-07T18:04Z [----] followers, 10.1K engagements

"$ARDX 4Q Ibsrela better than expected and Xphozah lighter than expected based on CMS noise Based on these 4Q #'s and flat Supply Agreement Revs they will post a 1st ever Profit of $8.8mm or +3.6 cents/ share [----] Guide for Ibsrela at 245mm Revs is EXTREMELY conservative so looking forward to comments at JPM"
X Link 2025-01-13T14:09Z [----] followers, 10.2K engagements

"$ARDX Raymond James updates model post Company Update. They adjusted model to show Ibsrela peak sales of 860mm (below Co. $1B Estimate) and Xphozah peak of 558mm (below $750 Co Estimate) Even at these conservative levels -$15 PT with $20PT bullcase"
X Link 2025-01-15T13:48Z [----] followers, [----] engagements

"$FTAI SHORT SALE REPORT RESPONSE FROM ALL MAJOR INVESTMENT BANKS & RESEARCH FIRMS Deutsche Bank BUY Reiterate [---] PT 1/16/25 -We think Muddy Waters' claims are largely baseless and unsubstantiated. On Wednesday short-seller Muddy Waters Research published a report alleging that FTAI is manipulating its financials to inflate its Aerospace Products (AP) profitability. Based on our review of its report we think Muddy Waters' claims are largely baseless and unsubstantiated. Given the vertically integrated business model of FTAI we acknowledge that the accounting can be more complex than a company"
X Link 2025-01-16T13:50Z [----] followers, 10.2K engagements

"$GLNG Buyer and still Love it. Will catch this energy rally and has massive tailwind -Dutch TTF at highest level since Jan [--] [----] (unhedged) -Jan [--] [----] - FLNG Gimi Received First Gas From the GTA Field -December [--] [----] - Bought back minority stakes in Hilli for immediate cash flow accretion. UPSIDE / NEAR TERM CATALYSTS Waiting on additional partner / contract news- - Golar Fuji- 3.5mtpa being built & Delivered 4Q27 = 500mm+ EBITDA -Golar MKII - 3.5mtpa to be finalized when Fuji contracted. Delivered starting [----] = 500mm+ EBITDA $LNG $TGS $YPF $BP"
X Link 2025-01-23T18:02Z [----] followers, [----] engagements

"@intimepk @Mufasa_Capital Same report different firm. This time by a London ESG Activist fund. https://www.afr.com/companies/energy/snowcap-behind-the-mystery-uk-firm-that-went-after-agl-20220603-p5ar0i https://www.afr.com/companies/energy/snowcap-behind-the-mystery-uk-firm-that-went-after-agl-20220603-p5ar0i"
X Link 2025-01-29T17:26Z [----] followers, [----] engagements

"$ARDX - Filed their official appeal with the United States Court of Appeals for the District of Columbia Circuit. Key Legal Issues [--]. Statutory Overreach by CMS Plaintiffs contend that CMS exceeded its authority under the Medicare Improvements for Patients and Providers Act (MIPPA) by expanding the definition of renal dialysis services beyond Congress's intended scope. [--]. Negative Impact on Innovation and Patient Care The inclusion of oral-only drugs in the ESRD PPS bundle allegedly discourages dialysis facilities from adopting innovative treatments reduces patient access and worsens health"
X Link 2025-02-05T14:37Z [----] followers, 10.1K engagements

"$ARDX Xphozah is killing it in Japan. $ARDX Phozovel (Xphozah) [----] rev of 4.7b JPY in Japan comes in 50% above guidance (3.3b JPY). Guide for 91% growth in [----]. Tenapanor regimen is showing rapid uptake. combo or mono therapy will eventually become widely adopted here in the US and potentially SoC. https://t.co/omTWUIaIoc $ARDX Phozovel (Xphozah) [----] rev of 4.7b JPY in Japan comes in 50% above guidance (3.3b JPY). Guide for 91% growth in [----]. Tenapanor regimen is showing rapid uptake. combo or mono therapy will eventually become widely adopted here in the US and potentially SoC."
X Link 2025-02-06T14:51Z [----] followers, [----] engagements

"$GLNG The Golar Fuji arrived at CIMC Raffles on Feb [--] '25 to begin its FLNG conversion $GLNG Buyer and still Love it. Will catch this energy rally and has massive tailwind -Dutch TTF at highest level since Jan [--] [----] (unhedged) -Jan [--] [----] - FLNG Gimi Received First Gas From the GTA Field -December [--] [----] - Bought back minority stakes in Hilli for immediate https://t.co/uMkEZVw4ZS $GLNG Buyer and still Love it. Will catch this energy rally and has massive tailwind -Dutch TTF at highest level since Jan [--] [----] (unhedged) -Jan [--] [----] - FLNG Gimi Received First Gas From the GTA Field -December"
X Link 2025-02-11T13:46Z [----] followers, [----] engagements

"$ARDX - getting some traction pre earnings release on Feb 20th. I believe it stems from the following: Xphoxah TRx data for January performing better than expected and three newly launched studies which could broaden labeling and expand the drugs approved uses. 1/1/25 Parkinsons study launched-Investigation of tenapanor as a potential treatment for synucleinopathy-associated constipation- [--] million Americans are currently living with Parkinson's disease and constipation is a prevalent non-motor symptom among individuals with PD affecting a significant portion (65%) of this population 2/1/25"
X Link 2025-02-14T17:38Z [----] followers, [----] engagements

"$ARDX -CHINESE APPROVAL -On February [--] the official website of the National Medical Products Administration (NMPA) showed that Fosun Pharma's innovative drug Tenapanor (tenapanor hydrochloride tablets) has been approved for the control of hyperphosphatemia in adult patients with chronic kidney disease (CKD) undergoing dialysis treatment. https://www.phirda.com/artilce_37996.htmlmodule=trackingCodeGenerator https://www.phirda.com/artilce_37996.htmlmodule=trackingCodeGenerator"
X Link 2025-02-25T17:29Z [----] followers, [----] engagements

"$ARDX Scotiabank initiated coverage of Ardelyx (ARDX) with an Outperform rating and $15 price target. The firm sees an attractive entry point as it believes concerns that sales for Xphozah for hyperphosphatemia cannot be significant without Medicare Part D coverage are overdone. It also thinks the stock is undervalued on Ibsrela for irritable bowel syndrome alone"
X Link 2025-03-07T13:36Z [----] followers, [----] engagements

"$GLNG - Golar's cash balance $1.219B 4Q ending cash 700mm add Artic +24mm add Avenir +39mm add Gimi +371mm add +85mm from BP (220mm owed less 135mm paid) Total cash $1.219B MKII Cash Equity funded a/o 2/27/25 $600mm All they do is execute What do u think is next"
X Link 2025-03-20T15:01Z [----] followers, [----] engagements

"$GLNG - For all those confused about LNGCs vs FSRUs vs FLNG. Here are the facts: LNG Carriers- 670-700 worldwide as of March [----] Commodity low margin shipping business that transport LNG from point A to point B and compete in a crowded shipping market Golar sold all their commodity LNGC shipping assets to CoolCo in December 2021 FSRUs - [----] worldwide as of March [----] Specialized vessels equipped to store LNG and regasify it for direct delivery into gas networks often serving as floating import terminals. *****Golar sold all their FSRU assets to NFE in January [----] and $GMLP is"
X Link 2025-03-25T22:22Z [----] followers, 18K engagements

"$GLNG - The Southern Energy consortium made up of Pan American Energy (PAE) YPF Pampa Energa and the British Harbour Energy is closing negotiations with the Norwegian company Golar LNG - the other participant in the company - to bring in a second natural gas liquefaction ship the MK II in [----]. Details of Argentina LNG [--] The idea is that the first liquefaction vessel will be the Hilli Episeyo and that it will be installed in [----] in the San Matas Gulf in Ro Negro to begin with exports equivalent to [----] million metric tons per year (MTPA or about [--] million m3 daily) in the summer season - in"
X Link 2025-04-02T12:13Z [----] followers, [----] engagements

"$GLNG Exposure to tariffs / $ price / upside Construction done in Singapore and China ship yards. Gas production is West Africa and Argentina. Minimal indirect exposure to global demand / recession as it relates to commodity upside above base rates. New FUJI contract will still happen b/c Argentina and US vis a vis Trump and Milei have great relationship and rumor they are working on ZERO / ZERO trade deal. Rates lower helps as borrowing costs on Fuji and Hilli are largest cost factors and they are working refis on both. Net net I'm staying invested and will add this week"
X Link 2025-04-06T23:31Z [----] followers, [----] engagements

"$GLNG - All eyes on tomorrow YPF Investor Day at NYSE - New York April [--] [----] 09:30 AM ET"
X Link 2025-04-10T12:19Z [----] followers, 10.1K engagements

"$GLNG - Gimi / BP gas is flowing -triggers the final milestone bonus payment to Golar -triggers the start of the 20-year Lease and Operate Agreement https://www.golarlng.com/investors/press-releases/pr-story.aspxResultPageURL=https://rss.globenewswire.com/HexMLItem/Content/FullText/Attachments/All/Identifier/3063087/language/en https://www.golarlng.com/investors/press-releases/pr-story.aspxResultPageURL=https://rss.globenewswire.com/HexMLItem/Content/FullText/Attachments/All/Identifier/3063087/language/en"
X Link 2025-04-17T13:28Z [----] followers, 10.6K engagements

"$GLNG - For the first time the Argentine Ministry of Energy has authorized uninterrupted natural gas exports for [--] years to a floating liquefied natural gas (LNG) terminal . The measure benefits the Southern Energy consortium led by Pan American Energy (PAE) and the Norwegian company Golar and marks a turning point in Argentina's energy strategy. -The project which also included YPF Pampa Energa and Harbour Energy involves the use of a liquefaction vessel the Hilli Episeyo located off the coast of Ro Negro province in the San Matas Gulf. The addition of a second vessel the MKII is planned"
X Link 2025-04-28T11:57Z [----] followers, [----] engagements

"$ARDX David Mott buys more stock the day window opens"
X Link 2025-05-06T00:26Z [----] followers, 16.1K engagements

"$GLNG- Chairman Tor Olav Troim joins for the 1st time in [--] years. -States company is massively undervalued. -Confirms Private Equity investors made bid for the company at "these prices" when GLNG business was 25% the size it is today ---If company shares are not being "fairly valued" by later this year when the next FLNG goes FID then we will meet and be forced to make a decision. -------WE ARE NOT GOING TO SIT WITH THIS UNDERVALUATION OVER TIME" -Confirms FLNG #4 is highly likely and FLNG #5 could even be ordered this year -Confirms that at today's gas prices the Argentina contract is worth"
X Link 2025-05-27T13:13Z [----] followers, 22.3K engagements

"$GLNG - Very smart HF who owns stock put it this way. In our opinion the math is compelling. We see Golars value today ranging from $64-97/share (69-156% upside vs $38 last trade) before considering the impact of an aggressive buyback. The low end represents the current business. Adding a discounted value for a prospective 4th vessel gets you to $81 then a further discounted 5th vessel moves you to $97. The combination of downside support and torqued upside is unusual in our experience. Beyond that game theory and historical context tell us that an M&A takeout just makes too much sense either"
X Link 2025-05-27T15:28Z [----] followers, 29.7K engagements

"$GLNG CEO and Chairman comments- Chris Robertson - Deutsche Bank Good morning. Thank you for taking my questions. I know the company just made a major announcement with the Final Investment Decision (FID) for the Hilli and entered into a definitive agreement for the Mark II FLNG. Id like to dive into this a bit. If the share price remains at current levels is the company considering strategic alternatives and would that process be made public if the Board decides to pursue that direction Karl Fredrik Staubo -CEO This is Karl and Ill start from the management perspective then Tor can add if"
X Link 2025-05-29T19:15Z [----] followers, 14.3K engagements

"$GLNG - For all those who can't or are too lazy to value the commodity upside or the 10% ownership of the SESA joint venture. I have done the math for you. Every $ 1/MMBtu above $ 8/MMBtu equals $100 million upside and is settled monthly. Use JKM and back out $2 to calculate FOB JKM avg Base + Commod Upside + SESA 10% = Total '21 $19.237 685mm + 715mm +134mm = 1.534B '22 $32.911 685mm + 1.772B +241mm = 2.69B '23 $11.217 685mm + 94mm +72mm = 851mm '24 $11.979 685mm + 153mm +77mm = 915mm 1Q'25 $12.65 228mm + 68mm +27mm = 232mm That's $6.22 Billion EBITDA (1.6mm more than Mkt Cap) Where will gas"
X Link 2025-05-29T19:37Z [----] followers, [----] engagements

"$GLNG Near term view -Gimi will declare COD this week & full $$ rate kicks in -Fuji will go FID by early JULY an then quickly leverage asset via Asian banks (same as Gimi financing) and raise incremental $1.5B -3Q small bump in dividend as promised by mgmt -4Q lock down 4th FLNG asset which likely goes to Trident Energy (Perenco guys) or BirAllah (BP/ Kosmos) - Takeover speculation and talk will ONLY grow as year progresses"
X Link 2025-06-11T15:09Z [----] followers, 12.2K engagements

"$GLNG Lets Go Following the achieved COD of FLNG Gimi and announcement of the two FLNG charters in Argentina on May [--] [----] Golar is accelerating work on its next FLNG unit(s). We continue to advance commercial discussions with charterer demand guiding design choice of the fourth FLNG unit. In addition to the 3.5mtpa MKII option at CIMC Raffles shipyard Golar has signed a final engineering study to confirm EPC price and delivery for a 5mtpa MKIII FLNG and is updating price and schedule for an up to 2.7mtpa MKI FLNG"
X Link 2025-06-23T10:20Z [----] followers, [----] engagements

"$GLNG Conference call going well. Mgmt can only say so much in public but only reason to do this financing in this manner is if you have another FLNG deal in hand and want to fund the equity portion as well as create dry powder for stock repurchases. Bullish"
X Link 2025-06-25T21:37Z [----] followers, [----] engagements

"$BLK Larry Fink @ BlackRock talking Golden Age of Infra investing makes me giddy $FIP - infra and data center power in PA / PJM = sweet spot $GLNG - LNG infrastructure player = sweet spot I believe GIP - Global Infrastructure Partners will be one firm to make an offer to acquire Golar LNG - https://www.global-infra.com/ https://www.global-infra.com/"
X Link 2025-07-15T15:36Z [----] followers, [----] engagements

"$GLNG Why do I think @BlackRock $BLK 's GIP will make an offer for Golar LNG. GIP's new fund just closed w/ $25.5B AUM bringing total AUM to $170B - they already know the name well - Golar's current 17bn of EBITDA backlog and growing to $28B late this year would be a "low risk" way of putting a chunk of capital to work while also gaining expertise in FLNG (accepted & growing technology) plus they get a call option on commodity upside. Lastly and very importantly GLNG belongs in the hands of a very smart financially savvy player with large balance sheet and access to capital.GIP can"
X Link 2025-07-15T15:55Z [----] followers, 15.6K engagements

"$GLNG YPF is about to close a new key stage in the development of liquefied natural gas (LNG) in Argentina. According to its president and CEO Horacio Marn the company will soon make the final investment decision (FID) to add a second floating liquefaction vessel provided by Golar LNG. With both ships operational Argentina will reach a capacity of [--] million metric tons of LNG per year representing an estimated volume of [--] million cubic meters of natural gas per day for export."
X Link 2025-07-16T19:32Z [----] followers, [----] engagements

"$GLNG Trim rages about the company's pricing: - The stock is far too cheap and he threatens to delist (via a management buyout or private equity deal) the company if something doesn't happen. The value is far higher than the share price reflects today he says. https://www.finansavisen.no/energi/2025/08/03/8282167/tor-olav-troim-raser-mot-markedet-golar-lng-er-altfor-billig https://www.finansavisen.no/energi/2025/08/03/8282167/tor-olav-troim-raser-mot-markedet-golar-lng-er-altfor-billig"
X Link 2025-08-03T13:50Z [----] followers, 15.9K engagements

"I continue to think @BlackRock $BLK 's GIP will make an offer for Golar LNG.$GLNG GIP's new fund just closed w/ $25.5B AUM bringing total AUM to $170B They already know the name well and Golar's current 17bn EBITDA backlog and growing to $28B late this year would be a "low risk" way of putting a chunk of capital to work while also gaining expertise in FLNG (accepted & growing technology) plus they get a call option on commodity upside. Lastly and very importantly GLNG belongs in the hands of a very smart financially savvy player with large balance sheet and access to capital.GIP can"
X Link 2025-08-03T17:42Z [----] followers, 11K engagements

"$ARDX EXCELLENT EARNINGS BEAT AND RAISE 97.7mm vs consensus 81mm Ibsrela [--] vs 44mm Xphozah [--] vs 19.7mm"
X Link 2025-08-04T20:04Z [----] followers, 10.6K engagements

"$GLNG "The call will be made after the final investment decision (FID) for this second ship which is estimated to reach [--] billion dollars is finally signed in these days. Not only is it a ship with greater capacity than the Hilli Episeyo but the construction of a gas pipeline dedicated to the project without connection to the national grid must also be considered. This signing was scheduled for last week but was postponed and in the corridors of the AmCham event several actors assured that its signing is imminent and could take place no later than this Thursday." $GLNG MK2 FID is imminent"
X Link 2025-08-05T19:38Z [----] followers, [----] engagements

"$GLNG. Pieces falling into place $GLNG https://t.co/mpPrrxFoig $GLNG https://t.co/mpPrrxFoig"
X Link 2025-08-06T20:24Z [----] followers, [----] engagements

"Agree 100% Gabriel. Each incremental FLNG worth $18-$20/ share and the cash flow machine grows $GLNG Final Investment Decision on MK2 is announced What's next Golar ordered the MK2 on spec by September [----] announcing the agreement in early May and FID by August. I expect Golar to follow this pattern with a new spec order in the coming weeks and a contract within six https://t.co/KnWTQAGGPQ $GLNG Final Investment Decision on MK2 is announced What's next Golar ordered the MK2 on spec by September [----] announcing the agreement in early May and FID by August. I expect Golar to follow this"
X Link 2025-08-07T13:19Z [----] followers, [----] engagements

"$GLNG Let the games begin Perenco who owns 10% changed their 2Q [--] filing from a 13G-indicates passive investment to a 13D-indicates active investment with intent to influence management or control"
X Link 2025-08-18T12:51Z [----] followers, 11.3K engagements

"$GLNG - For all those new to the name please read. Under the radar compelling growth story with M&A takeout possible Chairman of Board Tor Olav Troim on May [--] 2025- Were already seeing some interest from private equity in acquiring our $17 billion order backlog. As I mentioned before last time they were willing to pay close to our current share price now the backlog is four times larger so Id expect their offer to be significantly higher 101.9mm shares @ $45 = 4.585B 2Q25 bought back [---] million shares @ $41.09 -Golar makes FLNG vessels (floating LNG) -Golar is the only proven provider"
X Link 2025-08-23T16:08Z [----] followers, 29.2K engagements

"$GLNG - RIGI derisks this project. BUYING OPPORTUNITY RIGI protection- -Governing law and currency - English Law with dispute resolution pursuant to International Chamber of Commerce (ICC) arbitration in Paris France and in US Dollar -Argentinas first 30-year LNG export license- Argentinas first ever 30-year non-interruptible LNG export license for FLNG Hilli providing security of exports necessary for the significant upstream and midstream investments as well as securing offtake contracts Remember.these assets will be located offshore and can literally sail away From contract Parties cannot"
X Link 2025-09-08T15:41Z [----] followers, [----] engagements

"$GLNG Great note from Deutsche Bank Reiterate Buy Px target $55 -While we acknowledge the ongoing political uncertainty as a result of the BAP election we highlight the following points as it relates to Golar and the floating LNG projects: The Hilli and Fuji FLNG projects have already been declared FID (final investment decision) by Southern Energy S.A. (SESA and the projects are both included and approved under the RIGI (incentive regime for large investments) program. The benefits of RIGI are a reduction in the overall tax rate from 35% to 25% an exemption of import duties for capital goods"
X Link 2025-09-09T11:56Z [----] followers, 13.3K engagements

"$FTAI I have been banging the drum for years. This is one of the single biggest equity winners of my career I understand this name better than most and I recently bought shares at $165. Why 1- PMA approval expected any day will force re-rating 2- SCI #1 completion and #2 announcement in 4Q will force another re-rating 3- RomeCEO stated last week Rome should be bigger than Montreal (DO THE MATH- Montreal is [---] going to [---] next year and Rome is [---] this year) 4- SE AsiaCEO stated last week they are on the hunt for a facility to expand market share 5- Partnerships- I fully expect them to"
X Link 2025-09-18T15:15Z [----] followers, 10.2K engagements

"@NickTimiraos Is that sort of like the "51 former intel officials" who said Hunter's laptop was fake"
X Link 2025-09-25T14:09Z [----] followers, [----] engagements

"$GLNG Some highlights from Goldman Sachs report Clear EBITDA backlog: Golar has been active in executing new long-term contracts supporting recent FIDs underpinning the $17b contracted EBITDA backlog. In the past [--] months GLNG announced the FID of the Hilli redeployment (2.45 mtpa) and Fuji conversion (3.5 mtpa) in Argentina which together with the Gimi (COD reached in June 2025) brings total nameplate capacity to [---] mtpa and the contracted EBITDA backlog to $17b excluding commodity exposure. We see conversion on securing long-term 20-year fixed contracts as a positive proof point for GLNG's"
X Link 2025-09-30T13:42Z [----] followers, 27.4K engagements

"$ARDX - COURT UPDATE - PLEASE READ Here is what happened. Sept [--] - Oral Arguments at D.C. Circuit U.S. Court of Appeals -At oral argument the government lawyer stated the district courts reasoning was absolutely correct. The district court previously upheld CMSs broader reading that oral drugs could be bundled. New docs attached below just appeared- Sept 26- Government lawyer recanted her testimony in writing saying that District Courts interpretation was incorrect and that later-developed drugs (post-2011 or post-2025) might still fit under the same clause. Sept 30- Ardelyxs lawyer states"
X Link 2025-10-15T17:38Z [----] followers, [----] engagements

"$GLNG Aggressive Buyer.READ BELOW - September 1st Golar was $45 - Sept 7th Provincial elections spooked markets and stock got hit - Sept 29th - GS launches coverage w/ buy $54 target and massive upside from commodity links - Oct 10- Citi launches coverage with buy and $51 target and upside - Oct [--] - Golar confirms fulfillment of all Conditions Precedent for the 20-year charter of its MKII FLNG with Southern Energy (Argentina) Earnings are Nov 5th - Any possible M&A candidate likely waited for this election to clear before advancing discussions. With this landslide victory the odds of Javier"
X Link 2025-10-27T12:43Z [----] followers, 15.5K engagements

"$GLNG Good things happen to those who wait Q3 Revenues up 64% Q/Q Q3 EBITDA up 69% Q/Q Q3 Net Income up 49% Q/Q Advancing quickly on next FLNG - Confirmed pricing for their 4th FLNG - Identified & inspected donor vessels - Ordering long lead time Items this now Liquidity great - $1bn cash on balance sheet -$1.2bn Gimi financing expected to close Q4 [----] Majority of operating cash flow after debt service to be allocated to shareholder returns - Board approved $150mm (4%) buyback Nov. [--] [----] https://twitter.com/i/web/status/1986420400377463004 https://twitter.com/i/web/status/1986420400377463004"
X Link 2025-11-06T13:08Z [----] followers, [----] engagements

"$FIP - 13G Wellington Management buys 6637349mm -5.8%"
X Link 2025-11-12T14:43Z [----] followers, [----] engagements

"$ARDX If you ask Raab or any large shareholders they will tell you that when TDAPA ends 12/31/26 it becomes a massive tailwind for [----] and beyond Xphoxah revenues. This is the main reason they have reiterated their greater than $750mm peak revs. Stock is cheap on Ibsrela alone Cheaper when u factor in Xphozah upside Stupid cheap on CIC which is an easy straightforward lift And downright dumb when you think about RDX [---] and all the use cases Check this out and tell me what the "upside" is https://ardelyx.com/science/pipeline/ $ARDX [--] month target raised to $19 from $16 Laura Chico @ Wedbush"
X Link 2026-01-21T17:46Z [----] followers, [----] engagements

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