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@justfactstruth "$YPF $TGS $GLNG"
X Link @justfactstruth 2025-10-10T14:00Z 3087 followers, 2121 engagements

"$NVX Novonix Next Critical Materials US equity stake in the works Novonix is a battery materials and technology company specializing in producing high-performance synthetic graphite anode materials for lithium-ion batteries. The company aims to build a resilient North American supply chain slashing dependence on China for EV and energy storage components. Key partnerships include offtake agreements with Panasonic Energy Stellantis and Volkswagen's PowerCo. It has fully committed its initial 20000-ton Riverside capacity to these companies while planning future expansion to 150000 tons to meet"
X Link @justfactstruth 2025-10-09T16:12Z 3087 followers, 7525 engagements

"$GLNG $YPF $TGS"
X Link @justfactstruth 2025-10-03T20:44Z 3076 followers, 3271 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 X 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 XXX 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 @justfactstruth 2025-09-30T13:42Z 3087 followers, 22.4K engagements

"$GLNG $TGS $YPF"
X Link @justfactstruth 2025-10-06T21:20Z 3076 followers, 3592 engagements

"$GLNG Great note from Deutsche Bank Reiterate Buy Px target $XX -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 XX% to XX% an exemption of import duties for capital goods"
X Link @justfactstruth 2025-09-09T11:56Z 3086 followers, 13.1K engagements

"$NBIS For those that don't know ClickHouse Investors include- NBIS owns XX% Altimeter Capital Coatue Management Index Ventures Benchmark Capital Clients are Amazon AWS Sony Lyft Cisco GitLab Twilio and many more choose ClickHouse Cloud for its scale efficiency and ease of use"
X Link @justfactstruth 2024-12-12T18:54Z 3077 followers, 11.4K engagements

"$TGS $YPF $GLNG"
X Link @justfactstruth 2025-10-09T19:38Z 3087 followers, 2732 engagements

"$FTAI - Signs multi-year Agreement with Finnair Plc covering XX CFM56-5B engines to provide engine exchanges in lieu of shop visits to enhance flexibility fleet reliability and maintenance cost predictability. The deal generates recurring revenue for FTAI through ongoing exchange fees & maximizes the value of FTAIs engine inventory and MRO capabilities turning more assets into a steady income source"
X Link @justfactstruth 2025-10-13T21:03Z 3088 followers, 2368 engagements

"$AL acquired by Apollo Brookfield and Sumitomo Bank Apollo now has two big levers in aviation finance. Apollo is $FTAI partner in the new $4B SCI #1 that was launched this year and will likely do $4.5B SCI #2 that will be announced in 4Q25. Could be some interesting operational synergies. -Redirecting end-of-life aircraft/engines from Air Leases portfolio into FTAIs aftermarket / modular MRO pipeline. -Coordinating fleet transition programs where Air Leases retirements feed into FTAIs secondary leasing and parts ecosystem. -Apollo and Brookfield are capital-rich sponsors; by aligning them"
X Link @justfactstruth 2025-09-02T12:20Z 3076 followers, 3436 engagements

"$FTAI - Wolfe raised Price Target to $XXX from $XXX -Aftermarket trends will remain strong particularly in engines and our picks reflect that with $GE and $FTAl -- both in a position to beat and raise"
X Link @justfactstruth 2025-10-13T12:19Z 3087 followers, 1411 engagements

"$GLNG $YPF $TGS"
X Link @justfactstruth 2025-09-25T12:17Z 3076 followers, 5373 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 @justfactstruth 2025-03-20T15:01Z 3074 followers, 7682 engagements