#  @justfactstruth Frank Frank posts on X about $glng, $ftai, $ardx, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1082423439783354368/interactions)  - [--] Week [------] +22% - [--] Month [-------] -2.90% - [--] Months [-------] +51% - [--] Year [---------] +8.60% ### Mentions: [--] [#](/creator/twitter::1082423439783354368/posts_active)  - [--] Week [--] +6.30% - [--] Month [--] +61% - [--] Months [---] +42% - [--] Year [---] +32% ### Followers: [-----] [#](/creator/twitter::1082423439783354368/followers)  - [--] Week [-----] no change - [--] Month [-----] +2.40% - [--] Months [-----] +29% - [--] Year [-----] +69% ### CreatorRank: [---------] [#](/creator/twitter::1082423439783354368/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [gaming](/list/gaming) [technology brands](/list/technology-brands) [financial services](/list/financial-services) [us election](/list/us-election) **Social topic influence** [$glng](/topic/$glng), [$ftai](/topic/$ftai) #13, [$ardx](/topic/$ardx) #6, [debt](/topic/debt), [in the](/topic/in-the), [$root](/topic/$root), [$fip](/topic/$fip), [investment](/topic/investment), [gas](/topic/gas), [strong](/topic/strong) **Top accounts mentioned or mentioned by** [@arrangray9](/creator/undefined) [@cnbc](/creator/undefined) [@sullycnbc](/creator/undefined) [@bjmtweets](/creator/undefined) [@andycyau](/creator/undefined) [@junkbondinvest](/creator/undefined) [@nickalobeultra](/creator/undefined) [@cryptobiotech](/creator/undefined) [@gardinerisland](/creator/undefined) [@sticksand1](/creator/undefined) [@snowcapresearch](/creator/undefined) [@fundstrat](/creator/undefined) [@bp](/creator/undefined) [@jimcramer](/creator/undefined) [@pharmdca](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@potus](/creator/undefined) [@altcap](/creator/undefined) [@muddywatersre](/creator/undefined) [@nicktimiraos](/creator/undefined) **Top assets mentioned** [Golar LNG Ltd (GLNG)](/topic/$glng) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [The Root Network (ROOT)](/topic/$root) [Morgan Stanley (MS)](/topic/morgan-stanley) [ENLINK MIDSTREAM, LLC (ENLC)](/topic/$enlc) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Carvana Co. (CVNA)](/topic/$cvna) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Heima (HEI)](/topic/$hei) [Edu3Labs (NFE)](/topic/$nfe) [Lemonade, Inc. (LMND)](/topic/$lmnd) [YPF Sociedad Anonima (YPF)](/topic/$ypf) [Transportadora de Gas del Sur S.A. ADS (TGS)](/topic/$tgs) [Citigroup Inc (C)](/topic/citigroup) [BlackRock Inc (BLK)](/topic/blackrock) [General Electric Company (GE)](/topic/$ge) ["StandardAero, Inc. (SARO)](/topic/$saro) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Magellan Midstream Partners, LP. (MMP)](/topic/$mmp) ### Top Social Posts Top posts by engagements in the last [--] hours "@GLNG Hired European Banks to refi the $390mm CVT debt due in 1Q [----] - should be easy refi with current market dynamics and LIFT big hurdle to stock price" [X Link](https://x.com/justfactstruth/status/1443568578423402496) 2021-09-30T13:29Z [----] followers, [--] engagements "$GLNG - REMINDER Market cap $1.37B and underlying biz V STRONG As of August [--] had $1billion of Cash and Public securities As of Sept. [--] slide deck they said EBITDA could grow to $589mm from $190 LTM by start 2024" [X Link](https://x.com/justfactstruth/status/1443568579501334532) 2021-09-30T13:29Z [----] followers, [--] engagements "$GLNG owns 18.6mm shares of $NFE. NFE up 57% from [--] to [--] and GLNG up 5%.DO THE MATH @23 = 428mm or [---] pts to GLNG @30 = 558mm or [----] pts @35 = 651mm or [----] pts @40 = 744mm or [----] pts @45 = 837mm or [----] pts" [X Link](https://x.com/justfactstruth/status/1447587461589262346) 2021-10-11T15:38Z [----] followers, [--] engagements "$GLNG.Golar will be re-rated by most wall street firms next week. We already had [--] firms. B Riley from [----] to [--] per share --- 66% upside Jeffries from [--] to [--] per share -- 31% upside I expect Stifel BofA and Citigroup to really get it going" [X Link](https://x.com/justfactstruth/status/1497299651795378178) 2022-02-25T19:57Z [----] followers, [--] engagements "@USRoute41 Take a look at EIPCX.been involved for about 1yr and still love it. I think one of the "cleanest" ways to play commods.let me know your thoughts please or if u have something else u like" [X Link](https://x.com/justfactstruth/status/1498771408574464000) 2022-03-01T21:25Z [----] followers, [--] engagements "$GLNG has had a great run.just the beginning TTF just traded at [---] We are indexed to Brent and TTF We own 18.6mm of $NFE We own 33% $CoolCo -LNG shipper We own 25% $Avenir -Small LNG shipper We have 20yr contract w/ BP worth $3.02B of EBITDA kicks in next yr Plus 260mm Cash" [X Link](https://x.com/justfactstruth/status/1499766177463160832) 2022-03-04T15:18Z [----] followers, [--] engagements "My LNG stocks - Focus on the fundamentals. Demand far outstrips supply. These names will cash flow like crazy. The global supply picture has changed. Politicians are IDIOTS. Earnings soon so WE ARE GOING HIGHER $GLNG $NFE $LNG $FLNG" [X Link](https://x.com/justfactstruth/status/1513619791763935235) 2022-04-11T20:47Z [----] followers, [--] engagements "@PollockJaxon @InfoSecZ @TimmerFidelity I'm long EAPCX too. Did we just go EX divvy" [X Link](https://x.com/justfactstruth/status/1605628371182010368) 2022-12-21T18:16Z [----] followers, [--] engagements "$FTAI.This is why the stock is moving. $LUV said it's looking to use PMA parts in its engines and $FTAI is the only known provider of GE-56 engine PMAs. With a fleet of [---] aircraft $LUV would be a great partner and help push toward that $500mm EBITDA estimate from the company" [X Link](https://x.com/justfactstruth/status/1624143758294978583) 2023-02-10T20:30Z [----] followers, [---] engagements "$ENLC vs $MMP.$MMP $1.56B EBITDA acquired for 12X EV/EBITDA -oil gas and NGLs w/ NO PERMIAN and $ENLC 1.32B EBITDA trades at 7.87X EV/EBITDA same rev mix but with Permian. LASTLY and very importantly $ENLC has growing Carbon Capture Biz that sets the stage for our future" [X Link](https://x.com/justfactstruth/status/1658232059322683395) 2023-05-15T22:05Z [---] followers, [--] engagements "$ENLC vs $MMP.at 12x EV/EBITDA (Magellan takeout Multiple) Enlink Midstream is worth $21 a share" [X Link](https://x.com/justfactstruth/status/1658232061201612800) 2023-05-15T22:05Z [----] followers, [---] engagements "POUNDING THE TABLE ON $ENLC $MMP just bought by $OKE for 18.8B or 12x EV/EBITDA and does 1.56B of EBOIDA and $ENLC trades for 7.87X EV/EBITDA with 1.35B of EBITDA. Buying back stock and PFD paying a nice dividend and generating 250mm FCF and a Growing Carbon capture business $ENLC Loving this stock even more based on $XOM news flow. 1.35B of EBITDA 250mm FCF After Distrib. 3.4x Levered 25yr Carbon Transport deal w/ $XOM 30% of biz is Permian and growing Company buying back Stock & Pfd CHEAP Morgan Stanley Px target $18 $ENLC Loving this stock even more based on $XOM news flow. 1.35B of EBITDA" [X Link](https://x.com/justfactstruth/status/1658912523536539705) 2023-05-17T19:09Z [----] followers, [---] engagements "$BAC Throws the towel in on bearishness. BofA strategists lifted year-end S&P [---] price target to [----] from the prior [----] to reflect updated target models. BofAs bear-case scenario now sees the S&P [---] trading no lower than [----] while the bull-case calls for [----]. @fundstrat" [X Link](https://x.com/justfactstruth/status/1660638828128763905) 2023-05-22T13:28Z [---] followers, [--] engagements "$GLNG can pay 51% of the $371M raised from the $CLCO divestment as a one-off AND they can use 50% of last FY net income which was $787mm. 189mm + 353mm = 582mm and Mkt Cap is 2.36B PLEASE DO THE MATH $GLNG NEWS ALERT Approved amendment to Golars unsecured bonds $GLNG NEWS ALERT Approved amendment to Golars unsecured bonds" [X Link](https://x.com/justfactstruth/status/1661721378544910336) 2023-05-25T13:10Z [----] followers, 11.9K engagements "$GLNG -2/5 -Gimi-Slight delay sale away but 1st feed gas UNCHANGED -Sold Gandria & acquired Golar Fuji-newer bigger more efficient vessel and can build $600/ton -Hilli-moving & recontract in '26 generates 1BN revenues and $550mm EBITDA (Final by mid [--] latest for Logistics)" [X Link](https://x.com/justfactstruth/status/1663951164625375232) 2023-05-31T16:50Z [----] followers, [----] engagements "$GLNG - 3/5 -NEW MARK II FLNG FID- at today's gas $$ can generate 5$/MMBTU Tolling fee which equates to $875mm EBITDA -Signed 5yr MOU w/ NNPC- Nigeri gas for new FLNG project development -Advanced discussion w/ [--] Gas Providers (3 west Africa and [--] South Amer) for new FLNG project" [X Link](https://x.com/justfactstruth/status/1663951165833216005) 2023-05-31T16:50Z [----] followers, [----] engagements "Love all these Twitter perma-bears who have been posting "i'm selling rips" "time to get short" "market is overheated" "Tepper is short" "things are extended" "rates going higher" "storm clouds brewing" etc etc. YTD Main Account +23% IRA +127% (tech and biotech) Kids Accts +31%" [X Link](https://x.com/justfactstruth/status/1679181627144929304) 2023-07-12T17:31Z [---] followers, [---] engagements "$ENLC vs $DEN ENLC trades at 7.87X EV/EBITDA -Enlink has [-----] miles of Pipeline -Enlink has 25yr Carbon Capture deal w/ $XOM for 10Mtpa. -Enlink is negotiating with $RYDAF $OXY $COP $TALO for additional 20Mtpa of CO2 Buying back stock and pays 4.6% Dividend" [X Link](https://x.com/justfactstruth/status/1679484079647932416) 2023-07-13T13:33Z [----] followers, [---] engagements "@SheDrills have you spent any time looking at $ENLC Seems v attractive vs $DEN as well as $MMP deal w/ ONEOK" [X Link](https://x.com/justfactstruth/status/1679485639266385921) 2023-07-13T13:39Z [----] followers, [---] engagements "@junkbondinvest U have anything credible to read on the Junk Bond Maturity Wall that Bberg wrote about today" [X Link](https://x.com/justfactstruth/status/1679834768597286912) 2023-07-14T12:46Z [----] followers, [--] engagements "@aliragih Good afternoon. I'm doing some DD on this name and think it seems v cheap. Do you happen to know who Encore top two customers are" [X Link](https://x.com/justfactstruth/status/1683526796799557643) 2023-07-24T17:17Z [----] followers, [--] engagements "@CNBC Please make a note- Jim Bianco calling for "a high 4% [--] year UST and NO cuts in the 1H 2024"" [X Link](https://x.com/justfactstruth/status/1683957853382377472) 2023-07-25T21:50Z [----] followers, [--] engagements "@junkbondinvest Not what I said. But you said all credit mgrs market at par. Blackstone Oaktree Ares Blue Owl Eagle Point Pimco Angelo Gordon and EVERY OTHER PRIVATE CREDIT MGR all marked to market and currently marked at discount" [X Link](https://x.com/justfactstruth/status/1694794321495556551) 2023-08-24T19:30Z [---] followers, [---] engagements "$GLNG "The deal contemplated using Golar's Hilli vessel after the end of its Cameroon contract in mid-2016" [X Link](https://x.com/anyuser/status/1696934503573233812) 2023-08-30T17:14Z [--] followers, [----] engagements "$FIP 4/6 REPAUNO- Port and Rail- [----] acre deepwater port and logistics in Philly liquid storage and warehouse S/ do 15mm EBITDA worth 10X = 150mm. Long term contracts and phase two buildout upside" [X Link](https://x.com/justfactstruth/status/1697660366614864363) 2023-09-01T17:19Z [---] followers, [--] engagements "Hoping @MKKyari and the mgmt of @nnpclimited don't let Golar's Hlili slip away and are smart enough to sign a long term contract so the provisioning work can begin" [X Link](https://x.com/justfactstruth/status/1697664374670827654) 2023-09-01T17:35Z [---] followers, [--] engagements "$GLNG - Stifel notes from Gastech -Gimi has a sail away date expected on October 9th with a 57-day voyage to the location offshore in Mauritania & Senegal -W/ respect to a new contract on the Hilli mgmt continues to believe they will have something definitive by end of the year" [X Link](https://x.com/justfactstruth/status/1701355159366881578) 2023-09-11T22:00Z [---] followers, [----] engagements "$GLNG- As Oil and Gas rallies please remember Hilli's economics- No additional costs -Unwound Cal23 / Cal24 Hedges- open for '24-26 -TTF sensitivity every $1/MMBtu for 2024-26 = $3.2mm annually -Brent sensitivity '23-26 $1/bbl = $2.7mm annually" [X Link](https://x.com/justfactstruth/status/1702437935914643779) 2023-09-14T21:43Z [---] followers, [---] engagements "$GLNG - TWO WEEKS Gimi sailing away to connect & begin @bp_plc 20yr take or pay contract = $215mm annual EBITDA ($150mm to GLNG) at 90% capacity w/ Upside Once revs start (Dec 11) after [--] day voyage they'll Refi Gimi debt & unlock 350mm of CASH- to fund Dividends / buybacks" [X Link](https://x.com/justfactstruth/status/1706360103765520749) 2023-09-25T17:28Z [---] followers, [----] engagements "Dutch TTF looks like a coiled spring to me right here. Last year spiked over $325 and now sitting at $41.5 as we head into fall / winter season. Thank goodness $GLNG is mostly unhedged" [X Link](https://x.com/justfactstruth/status/1707373361863569575) 2023-09-28T12:35Z [---] followers, [---] engagements "Funny I don't hear @CNBC breathlessly talking about $ARM $CART $KVYO" [X Link](https://x.com/justfactstruth/status/1709214267700826137) 2023-10-03T14:30Z [----] followers, [---] engagements "@DividendMaster agree and thats why."Retail brokers are paid $0.0456365 per preferred unit for consents delivered"" [X Link](https://x.com/justfactstruth/status/1710007787902668854) 2023-10-05T19:03Z [---] followers, [--] engagements "$ENLC Still one of my top holdings Stock is Unchanged since June [--] although company is Killing it. -Total Enterprise value - 10.3B to 10.83B -Leverage from 3.8x to 3.35X- paid down full Revolver - Buy back 200mm plus of Units this year - Buy Back Sr Pfd units - Upgraded to IG" [X Link](https://x.com/justfactstruth/status/1710323960544412030) 2023-10-06T15:59Z [---] followers, [---] engagements "Sail away is set for Monday from Singapore- [--] years in the making. When US markets open we s/ see the Press Release and are a short [--] days away from the @BP Cash Flow starting Going to $30+ next [--] months" [X Link](https://x.com/justfactstruth/status/1710327893753053593) 2023-10-06T16:15Z [---] followers, [---] engagements "@NickalobeUltra The Golar Gimi left her home of nearly [--] years "early last week" and is completing final deep water tests before sailing under its own power with a single tug escort to BP's Greater Tortue Ahmeyim project on the border of Mauritania & Senegal" [X Link](https://x.com/justfactstruth/status/1711802712134648065) 2023-10-10T17:55Z [---] followers, [---] engagements "@NickalobeUltra They aren't going to PR every move but my guess is when they send the official legal "Notice to Connect" to BP once they are within boundary they will have to Press Release that from a legal perspective. Been years so a dew days won't matter much" [X Link](https://x.com/justfactstruth/status/1711807874811232444) 2023-10-10T18:16Z [---] followers, [--] engagements "@SPdx35 We will get 35mm payment this week or next and we also have weekly visibility on Ibsrela scripts from Symphony and IQVIA so know the drug has great traction / growth rates. Average revs $1.9mm a week over last 4weeks and s/ end the year at $2.6mm+ per week" [X Link](https://x.com/justfactstruth/status/1712192511597215798) 2023-10-11T19:44Z [---] followers, [---] engagements "$GLNG - Tor Olav Troim's Golar LNG zeroes in on shipyard for FLNG vessel conversion" [X Link](https://x.com/justfactstruth/status/1712826707537744256) 2023-10-13T13:44Z [---] followers, [---] engagements "$CEQP 9.25% PFD- Reminder votes on the Consent are due Tomorrow 10/17/23 at 5pm ET Call D.F. King at 212.269.5550 or US toll free at 800.290.6424 or ceqp@dfking.com for more information http://CEQP.PR http://CEQP.PR" [X Link](https://x.com/justfactstruth/status/1713968042307174852) 2023-10-16T17:19Z [----] followers, [---] engagements "$ARDX Non Dilutive Debt Funding Terms Read paragraph 4" [X Link](https://x.com/justfactstruth/status/1714428319817474490) 2023-10-17T23:48Z [---] followers, [----] engagements "$ARDX XPHOZAH revenue ramp -550k Patients w/ 80% seeking alternate treatments = 440K patients -assume 30% uptake (well below the 80% in survey who want new RX) = 132K patients -If we assume same pricing ar ISBRELA at $1080/month = $143mm or $1.7B annual sales" [X Link](https://x.com/justfactstruth/status/1714627800164905083) 2023-10-18T13:01Z [---] followers, 15.9K engagements "@fichgarciapinto @crypto_biotech My [--] cents - "day traders play for short term gains" institutions update work post call make more calls to revise models & then go to committee before BUYING sell side does same but then sends to compliance for approval to PUBLISH. So net net this is all a clownshow & oppty" [X Link](https://x.com/justfactstruth/status/1714642919603278291) 2023-10-18T14:01Z [---] followers, [--] engagements "$ARDX Strong weekly IBSRELA prescriptions numbers NRx- New weekly scripts = [---] (new high) RRx- Weekly Refill scripts = [----] (new high) TRx- Total weekly scripts = [----] (new high) At $1084 per script we crossed $2MM in weekly revs.$2116884 My model shows us Exiting [----] at $ [-------] / week" [X Link](https://x.com/justfactstruth/status/1715371669538111871) 2023-10-20T14:17Z [---] followers, [----] engagements "$ARDX Analysts UPGRADES -Piper Sandler- Buy Price Target $12 I have not read report -Citigroup - Buy Price target $7 I have not read report -Ladenburg Thalmann- Buy Price Target $10.50. XPHOZAH commercial preparations are underway to support a 4Q23 potential launch. Ardelyx plans to launch XPHOZAH with a commercial team of approximately [--] reps. Importantly XPHOZAH is already well recognized by the nephrology community which should aid in its adoption -Wedbush- Buy Price Target: $9.00 Recent market research data continues to demonstrate strong physician awareness of Xphozah ahead of the" [X Link](https://x.com/justfactstruth/status/1716171764965757238) 2023-10-22T19:16Z [---] followers, [----] engagements "$ARDX Weekly IBSRELA Rx Numbers for w/e 10/20 NRx- New scripts = [---] (new high) RRx- Refill scripts = [----] (new high) TRx- Total scripts = [----] (new high) At $1084 per script that's $2150656 weekly revs" [X Link](https://x.com/justfactstruth/status/1717913167093801195) 2023-10-27T14:36Z [---] followers, [---] engagements "@SullyCNBC @jimcramer @CNBC Remember when I said a month ago.NO ONE CARES ABOUT THE ACTORS / WRITERS STRIKE. I speak for ALL Americans when I reiterate that sentiment" [X Link](https://x.com/justfactstruth/status/1721902518320652511) 2023-11-07T14:48Z [---] followers, [--] engagements "@fundstrat Likes $CRM and he's been on a tear so you better listen up Salesforce This weeks technical breakout of CRMs four-month downtrend is quite constructive technically and should allow for additional upside progress to targets near $228 and eventually to $238 near July [----] peaks. CRMs recovery from late [----] has been a work in progress and its peak this past July occurred right near a key 61.8% Fibonacci area of resistance. However CRM remains one of the strongest names within Software and this weeks technical improvement looks likely to help CRM show a pickup in relative strength in" [X Link](https://x.com/justfactstruth/status/1724776619586269609) 2023-11-15T13:09Z [---] followers, [--] engagements "$GLNG - Earnings call Notes -Gimi- Golar will receive "daily commissioning payments subsequent to the connection date or alternatively provided Golar is ready a standby day rate until commissioning starts Refi Gimi project debt- can do during pre-commissioning stage and will be cash-out for Golar -Hilli- Only FLNG capacity available on the planet for [----]. Detailed commercial discussions for [--] different re-contracting opportunities with full capacity and better economics. Karl says "it is becoming a very competitive process for the [--] parties and that is working in Golar favor" -Fuji 3.5mtpa" [X Link](https://x.com/justfactstruth/status/1726970117433483614) 2023-11-21T14:25Z [---] followers, [----] engagements "$GLNG $LNG $NFE EIG Global Energy Partners Expects New "Multi- Billion"LNG Acquisition Within Months https://www.msn.com/en-us/money/markets/eig-global-energy-partners-expects-new-lng-acquisition-within-months/ar-AA1kL78t https://www.msn.com/en-us/money/markets/eig-global-energy-partners-expects-new-lng-acquisition-within-months/ar-AA1kL78t" [X Link](https://x.com/justfactstruth/status/1730252987673559154) 2023-11-30T15:50Z [----] followers, [----] engagements "$GLNG - Gimi update. Ship safely arrived in Port Lucia on Mauritius & is refueling. She will then continue around the Cape of Good Hope and will send a notice to connect to BP once on the project is boundary" [X Link](https://x.com/justfactstruth/status/1732407793817202706) 2023-12-06T14:32Z [---] followers, [----] engagements "Can anyone explain why $AMZN is not participating in this rally" [X Link](https://x.com/justfactstruth/status/1735350229153526053) 2023-12-14T17:25Z [---] followers, [---] engagements "$FTAI - All TIME HIGH $45.735 I expect this stock to quickly get rerated by most Wall Street firms and have a great 1Q [--]. As reminder: Benchmark - Px target $45 and Blue Sky $100 Citi- Px target $50 Bull Case $61 JMP Securities - Px target $46 Deutsche Bank - Px target $45 Raymond James- Px target $44 Bull case $50 Near term catalysts- Insurance $$ from Russia / Ukraine war - $200mm Sell non core shipping assets - $150mm PMA approval - waiting on [--] FAA approvals any day now" [X Link](https://x.com/justfactstruth/status/1737134170852180235) 2023-12-19T15:33Z [---] followers, [---] engagements "$GLNG- Added to position AGAIN last few days. Also added January Call Options -Stock has lagged this rally (flat [--] months down 5% [--] months flat [--] month) -Barons Top [--] for '24 is very energy heavy and most analysts very positive energy for next year -Private Equity has 1.3T to invest & will get aggressive in [----] COMPANY IS AT MAJOR INFLECTION POINT -GIMI will be at Namibia by 12/24 and then at BP's GTA by mid January. (This contracftual CF will add to PE desire for Buyout) - Hilli and new FLNG both could happen by end 1H [----] adding $10-12 / share LASTLY.I SEE NO DOWNSIDE FROM $21.75" [X Link](https://x.com/justfactstruth/status/1737141439300071704) 2023-12-19T16:02Z [---] followers, [----] engagements "$GLNg. Gimi successfully refueled and is on the way to the BP hook-up and GTA. Estimated arrival date shows Jan [--] $GLNG GIMI almost at the Cape of Good Hope. - I think after it refuels in Namibia it will send official Notice to Connect to BP then the fun begins https://t.co/sdjcELawhT $GLNG GIMI almost at the Cape of Good Hope. - I think after it refuels in Namibia it will send official Notice to Connect to BP then the fun begins https://t.co/sdjcELawhT" [X Link](https://x.com/justfactstruth/status/1739637639626575973) 2023-12-26T13:21Z [---] followers, [----] engagements "@BankingIp No. Was set to arrive Christmas Eve and take a day or so to refuel" [X Link](https://x.com/justfactstruth/status/1739643256215150832) 2023-12-26T13:44Z [---] followers, [---] engagements "@BankingIp They have publicly stated Dividends and buybacks will be funded with Operating Cash Flow so yes as that grows with GIMI I full expect the dividend to grow also" [X Link](https://x.com/justfactstruth/status/1739644243029750101) 2023-12-26T13:48Z [---] followers, [---] engagements "$GLNG GIMI days away from the BP terminal" [X Link](https://x.com/justfactstruth/status/1744341736808136782) 2024-01-08T12:54Z [---] followers, [----] engagements "$ARDX - HUGE NEW INFORMATION -At the start of the presentation CEO Mike Raab mysteriously stated "theres an opportunity for an additional indicated use of XPHOZAH which will be discussed during the next upcoming earnings report and Conf Call Im betting the next indication he is going after is Cardiovascular Disease. Long term shareholders probably remember this study and subsequent work from 2021" [X Link](https://x.com/justfactstruth/status/1744530304386138372) 2024-01-09T01:23Z [---] followers, [----] engagements "No. They took much more certainty w/ BP counterparty contract and had to give up most of the spot upside. Hilli contract has massive spot upside but unfortunately Perenco is only using 50% of the capacity due to gas condensate. Also Hilli is the ONLY available ship to be contracted on the planet for the next [--] years so lot of negotating power" [X Link](https://x.com/justfactstruth/status/1745189844567888366) 2024-01-10T21:04Z [---] followers, [---] engagements "@northherofx what will it mean for markets.please be specific" [X Link](https://x.com/justfactstruth/status/1745544550284698070) 2024-01-11T20:33Z [---] followers, [--] engagements "Questioned about "FCF conversion and the taking contract renewals for granted by @aseoane123 so will share. -In [----] 450mm EBITDA generates PTI of $345mm and Net Income of 275mm. Gimi has been a cost center for [--] years but at the field now and spot upside at Hilli converts $1:$1 to FCF. So amazing economics -Recharter Golar owns the worlds largest FLNG capacity and is the only provider as a service. (ENI Shell Petronas all liquefy their own gas and NFE liquifies its downstream portfolio) There are no other FLNGs on planet earthNOT ONE that is available for lease before [----] except Hilli." [X Link](https://x.com/justfactstruth/status/1751636810080350430) 2024-01-28T16:02Z [---] followers, [----] engagements "@FranMerino19 @aseoane123 YES IT DOES FRAN.yes it does" [X Link](https://x.com/justfactstruth/status/1751646009367675111) 2024-01-28T16:38Z [---] followers, [--] engagements "@RealMattMoney @SeekingAlpha with 300MM+ cash on balance sheet and pulling forward end of February Earnings Release in order to do a 275mm drive by CVT w/ capped call.I highly suspect they are making an acquisition. If not why do this deal now" [X Link](https://x.com/justfactstruth/status/1753049813321457819) 2024-02-01T13:37Z [---] followers, [---] engagements "$FTAI - "Boeing's inability to get things right will continue to ripple through the $500 billion aircraft industry. The best bets may be the "aftermarket" players like FTAI Aviation which sell spare parts provide maintenance and benefit as more airlines are forced to use older planes" [X Link](https://x.com/justfactstruth/status/1753405958779294146) 2024-02-02T13:12Z [---] followers, [---] engagements "$FTAI -BEAT- EPS came in at $1.09 vs Consensus of .46 Q4 runrate EBITDA $705mm Services up 115% vs '22 - Leasing up 23% vs '22 Bought $229mm assets- [--] on lease and [--] off lease (this is great news b/c leasing rates are flying due to tightness and now assets are at 77% utilization) Sold [--] modules in 4Q for [---] total for '23 HUGE Added V2500 engine to MRE program which will add future growth (CFM went from [--] to 55mm Qtr EBITDA in [--] years) All of his before PMA approvals from the FAA so there is still major upside Citi raised to $64.5 Deutsche raised to $65 BTIG raised to $65" [X Link](https://x.com/justfactstruth/status/1761028619596447776) 2024-02-23T14:01Z [----] followers, [---] engagements "$FTAI Morgan Stanley raises to $70 "FTAI remains early in its journey and recent developments in module growth and the V2500 MRE program provide further reasons to get excited about FTAIs future growth potential. We maintain our Overweight rating and increase our PT to $70 from $58"" [X Link](https://x.com/justfactstruth/status/1762542182500639043) 2024-02-27T18:16Z [---] followers, [---] engagements "@harvard_homeboy Not concerned. Normal course of biz. Hilli has massive Brent and Gas upside above the base rate so they hedge and unhedge when they believe warranted" [X Link](https://x.com/justfactstruth/status/1763267222598832396) 2024-02-29T18:17Z [---] followers, [---] engagements "$GLNG- As Oil and Gas rallies remember Hilli's additional economics at ZERO COSTS -TTF sensitivity for every $1 change = addtl. $3.2mm annually. TTF 36% off recent lows -Brent sensitivity for every $1 = addtl. $2.7mm annually. Oil 26% off recent lows" [X Link](https://x.com/justfactstruth/status/1778806924739317934) 2024-04-12T15:26Z [---] followers, [----] engagements "Correct we don't know where Hilli is going after July [--] but they have a contract IN HAND that will pay them the increased cash flow I mentioned Petronas 3rd FLNG = NO that's 100% wrong. It is ALREADY SPOKEN FOR and has been mentioned by them on numerous calls. Details: The vessel will be stationed near Sipitang Oil and Gas Industrial Park in Sabah East Malaysia. The plant will serve as an alternative outlet for natural gas production from Kebabangan cluster owned by Shell PLC ConocoPhillips East Malaysia Ltd. and Petronas. Petronas Executive Vice President and Chief Executive Officer of Gas" [X Link](https://x.com/justfactstruth/status/1778844810859655388) 2024-04-12T17:57Z [---] followers, [---] engagements "$GE stock up 7% after raising FY guidance. "The company has been benefiting from a surge in demand for after-market services as a strong rebound in travel and a shortage of aircraft due to production and engine issues has forced carriers to keep older jets in the air for longer" Hmmmmmm.who else could be benefitting from this tailwind Maybe they should just buy $FTAI" [X Link](https://x.com/justfactstruth/status/1782819499621646776) 2024-04-23T17:11Z [---] followers, [---] engagements "and then $HTZ https://www.bloomberg.com/news/articles/2024-04-25/hertz-reports-392-million-loss-as-it-unwinds-tesla-fleet-burden Not #inflation 👇 https://www.bloomberg.com/news/articles/2024-04-25/hertz-reports-392-million-loss-as-it-unwinds-tesla-fleet-burden Not #inflation 👇" [X Link](https://x.com/justfactstruth/status/1783844527679103218) 2024-04-26T13:04Z [---] followers, [---] engagements "$FTAI - call notes -Module swaps for FY '24 guided to 250-300 from [---] (completed [--] in 1Q) -LATAM deal- "will be a needle mover when it ramps up and very stable" -PMA."we are making very good progress" -Series A & B Pfd-"our plan is to call / refi them later this year when the FRN period begins" -Insurance $$- "we'll get $75mm in the middle of '24 and another $75 in the middle of next yr" -Dividend - paying 36th consecutive dividend "We will discuss raising the dividend later this year as CF ramps" -Investor base- "when 13Fs are filed you will see some NEW NAMES who have been accumulating"" [X Link](https://x.com/justfactstruth/status/1783848600855855290) 2024-04-26T13:20Z [---] followers, [---] engagements "$FTAI Morgan Stanley Note Today Base CASE $85 and Bull Case $118 -We arrive at a bull case valuation of $118 based upon 2025E EBITDA of $969mm and an EV/2025 EBITDA multiple of 15.4x -We forecast revenue CAGR (2022A-2025E) of 35% and EBITDA CAGR of 31%. Further we assume 20% of factory modules are inclusive of PMA parts in 2025" [X Link](https://x.com/justfactstruth/status/1785650451028775166) 2024-05-01T12:40Z [---] followers, [---] engagements "$FTAI RBC picks up coverage. Base case $85 with Upside to $120" [X Link](https://x.com/justfactstruth/status/1786404526783668256) 2024-05-03T14:36Z [---] followers, [---] engagements "$ARDX .Should be approaching 300mm revs by Y/E IBSRELA s/ do $155mm XPHOZAH s/ do $145mm Exit run-rate will be 420mm (47mm & 58mm) Stock is cheap" [X Link](https://x.com/justfactstruth/status/1786462751285538868) 2024-05-03T18:28Z [---] followers, 13.7K engagements "@kev_burn It is .6 billion Yen which is [---] million yen which at the current exchange rate is $3897567 Remember I am just facts truth for a reason" [X Link](https://x.com/justfactstruth/status/1791256470958317581) 2024-05-16T23:56Z [----] followers, [--] engagements "$ROOT- Sharing more thoughts $PGR is the big dog in telematics but they do P&C also. ----19B premiums vs ROOT 1.32B so 14.3x bigger ----4.2B cash flow vs 240mm so 17.5X bigger ----122B market cap vs 700mm or 170x bigger. ROOT has turned the corner and s/ have at least a 2B market cap $LMND is a small P&C guy so maybe better comp ----748mm premiums written so 40% smaller than ROOT ----Cash Balance of 200mm v 428mm so 55% less ---- Still burning cash vs ROOT +240mm ----LMND market cap is 1.3B so 2x bigger ROOT has turned the corner and s/ have at least a 2B market cap $ROOT is speculative but" [X Link](https://x.com/justfactstruth/status/1791581554994450920) 2024-05-17T21:28Z [----] followers, [---] engagements "$ARDX - SR headline is a bit interesting but unless she's taking XPHOZAH and IBSRELA with her this is a buying oppty. The salesforce of [---] and [--] are staying and X & I have major momentum. Know what you own. Could this be as simple as a pay dispute" [X Link](https://x.com/justfactstruth/status/1794003805618503736) 2024-05-24T13:53Z [----] followers, [----] engagements "@ystrdys On May [--] [----] Susan Rodriguez and Ardelyx Inc. (the Company) mutually determined that Ms. Rodriguez would resign as the Companys Chief Commercial Officer. To support the transition Ms. Rodriguez will remain in an advisory role to the Company through the end of 2024" [X Link](https://x.com/justfactstruth/status/1794081902787166536) 2024-05-24T19:03Z [----] followers, [---] engagements "@mattrw25 @Pharmdca On May [--] [----] Susan Rodriguez and Ardelyx Inc. (the Company) mutually determined that Ms. Rodriguez would resign as the Companys Chief Commercial Officer. To support the transition Ms. Rodriguez will remain in an advisory role to the Company through the end of 2024" [X Link](https://x.com/justfactstruth/status/1794081934001201603) 2024-05-24T19:04Z [----] followers, [---] engagements "$FTAI - Compass Point - Mgmt agreement buyout is POSITIVE & ACCRETIVE- Increase price target 9% from $88 to $96 They estimate 30mm annual fee rises to 50mm in '24 70mm in '25 and $90mm in '26 then additional 15mm per year thereafter. Cash payback of 3-5yrs on total 307mm transaction value" [X Link](https://x.com/justfactstruth/status/1795447038621921514) 2024-05-28T13:28Z [----] followers, [---] engagements "@iampeterkent yes i'm expecting a tick up in SG&A offset some by the launch costs for X going away. Also share based comp s/ drift lower and R&D s/ drift lower" [X Link](https://x.com/justfactstruth/status/1799172586124759317) 2024-06-07T20:12Z [----] followers, [---] engagements "$GLNG-With "some" negotiating power Trident - Nkossa and Nsoko II NNPC - Nigeria YPF SA - Vaca Muerta Kosmos - Yakkar-Teranga Perenco - Kribi Cameroon ------------------------------------ Equatorial Guinea - Fortuna BP - phase two at GTA" [X Link](https://x.com/justfactstruth/status/1800522175369412958) 2024-06-11T13:35Z [----] followers, [----] engagements "$PGR is the big dog in telematics but they do P&C also. ----19B premiums vs ROOT 1.32B so 14.3x bigger ----4.2B cash flow vs 240mm so 17.5X bigger ----122B market cap vs 700mm or 170x bigger. ROOT has turned the corner and s/ have at least a 2B market cap $LMND is a small P&C guy so maybe better comp ----748mm premiums written so 40% smaller than ROOT ----Cash Balance of 200mm v 428mm so 55% less ---- Still burning cash vs ROOT +240mm ----LMND market cap is 1.3B so 2x bigger ROOT has turned the corner and s/ have at least a 2B market cap $ROOT is speculative but could be a very good one." [X Link](https://x.com/justfactstruth/status/1801013300437615036) 2024-06-12T22:06Z [----] followers, [---] engagements "$FTAI - Morgan Stanley Report 6/13/24 In our view the market is underestimating the positive financial impact of recently announced deals. We reiterate our overweight rating as a risk reward skews positive. Our updated PT of $105 is street high. Increase PT to $105 from $85 as we factor in incremental V2500 MRE growth and update our valuation methodology. Increase 2024-2026 adjusted EBITDA estimates by 3% 10% and 10% respectively. We see a Bull case of $155 and a bear case of $71 providing positive skew of 5:1" [X Link](https://x.com/justfactstruth/status/1801231988008866215) 2024-06-13T12:35Z [----] followers, [---] engagements "$GLNG / Perenco -Debevoise & Plimpton LLP is advising Perenco in an approximately $250 million investment in Golar LNG Limited (NASDAQ: GLNG) by its investment affiliate Naria Inc. -The Debevoise team advising Perenco is led by partners Geoffrey Burgessand Nicholas Pellicani https://www.debevoise.com/ https://www.debevoise.com/" [X Link](https://x.com/justfactstruth/status/1802826162311221694) 2024-06-17T22:10Z [----] followers, 12.5K engagements "$GLNG Interesting observation. How exactly did Perenco buy a call option for 5.5mm shares on GLNG to be exercised over the next [--] days Struck at what price Who will backfill the shares I'm assuming a Deriv desk wrote the option so they have to get liquidity from the market with the avg daily volume of 1.1mm shares 3.5mm shares sold short top [--] holders own 50% of shares and the company also has a $75mm share buyback. Oh and by the way DB and Stifel think the company is very close to announcing a Hilli deal and a MKII deal that would be very impactful" [X Link](https://x.com/justfactstruth/status/1803114266293055620) 2024-06-18T17:15Z [----] followers, [----] engagements "@Wattwurm73 Yes that is what i stated. Only thing we know is 5.5mm shares and will settle in next [--] days" [X Link](https://x.com/justfactstruth/status/1803136819032203648) 2024-06-18T18:44Z [----] followers, [---] engagements "When the market creates a buying oppty you should capitalize. - $ARDX - weekly scripts for Xphozah are running 80% ahead of 1Q weekly average. -Ibsrela- Sales force doubling s/be complete so growth should be strong for rest of [--] as they attack HCPs. - Approval by Chinas Center for Drug Evaluation is expected by the end of [----] and that is a large market" [X Link](https://x.com/justfactstruth/status/1803434725953966535) 2024-06-19T14:28Z [----] followers, [----] engagements "$BA- Short. Next washout takes it below $150" [X Link](https://x.com/justfactstruth/status/1803784366612451384) 2024-06-20T13:38Z [----] followers, [---] engagements "@harvard_homeboy Yes.very possible.but it has to settle in the next few weeks in ACTUAL shares totalling 5.5mm right Where is the bank getting those shares from and at what price" [X Link](https://x.com/justfactstruth/status/1803800034674196578) 2024-06-20T14:40Z [----] followers, [---] engagements "@Wattwurm73 Agree.But based on the company's color i think that this is a very recent trade. They bought the 4.7mm and was reporting it then entered into option trade with bank to lock in balance at time of SEC filing" [X Link](https://x.com/justfactstruth/status/1803810138433737160) 2024-06-20T15:20Z [----] followers, [---] engagements "Nooooo. Please reread the may 13th post below. "XPHOZAH 2Q avg TRx through [--] weeks [---] (+54%) and last week it was [---] (+96% vs 1Q avg)"" [X Link](https://x.com/justfactstruth/status/1803822858835013776) 2024-06-20T16:10Z [----] followers, [---] engagements "$GLNG - Buy $55 Stifel -SOTP Summary Hilli currently. The Hilli is currently operating at basically half capacity in Cameroon with a contract that expires in July [----]. We estimate that it generates $150 million in tolling EBITDA a year. In addition there is an oil-linked contract that for every $1 above $60/bbl GLNG makes $2.7 million annually. The TTF-linked contract is $3.2 million annually for every $1/mmbtu of TTF. Combined is $200 million of undiscounted cash flow at current commodity forward curves. Discounting that back at 10% for the tolling cash flow and 12% for the commodity" [X Link](https://x.com/justfactstruth/status/1805215756134547815) 2024-06-24T12:25Z [----] followers, 10.8K engagements "May [--] Fortress buyout announced and stock was $83.now $97.5 $FTAI - Great news. Stock s/ be up 5% See you at $90 $FTAI - Great news. Stock s/ be up 5% See you at $90" [X Link](https://x.com/justfactstruth/status/1805630899570008545) 2024-06-25T15:55Z [----] followers, [----] engagements "$ROOT - Jeffries Report after 1Q24 Results: Strong Broad Beat; Taking Up Ests and PT Reiterate Buy Price target $103 w/ Upside target $173 -We raise ests on a higher revenue base greater fee income and op. leverage. This qtr's positive adj. EBITDA is a profitability milestone. -The company ended 1Q24 with unencumbered capital of $483mn -Management reiterated its focus on reaching profitability with existing capital -We have removed the $100mn equity raise we had previously built into our [----] estimates and we also assume that the company will repay $100mn of its $300mn term loan. Jeffries" [X Link](https://x.com/justfactstruth/status/1806354970679169301) 2024-06-27T15:52Z [----] followers, [---] engagements "$ROOT- Resharing my thoughts on why $Root should have at least a $2B market cap $PGR is the big dog in telematics ----19B premiums vs ROOT 1.32B so 14.3x bigger ----4.2B cash flow vs 240mm so 17.5X bigger ----122B market cap vs 600mm or 200x bigger $LMND -maybe better comp ----748mm premiums written so 40% smaller than ROOT ----Cash Balance of 200mm v Root's 428mm so 55% less ---- Still burning cash vs ROOT FCF expected +240mm ----LMND market cap is 1.2B so 2x bigger $ROOT was very speculative but after three great Qtrs in a row I feel they have turned the corner" [X Link](https://x.com/justfactstruth/status/1806357377761038665) 2024-06-27T16:02Z [----] followers, [----] engagements "@meputzke20 @crypto_biotech @IFTF6 No one knows but.Simple and non-controversial bills with strong bipartisan support are usually scheduled for a vote on the House floor soon after being reported out of committee - 4-8 weeks from June 11th is my guess" [X Link](https://x.com/justfactstruth/status/1806410470888276025) 2024-06-27T19:33Z [----] followers, [---] engagements "@junkbondinvest CS Lev Loan Index +0.91% CLO Equity +1.64%" [X Link](https://x.com/justfactstruth/status/1806666047488999459) 2024-06-28T12:28Z [----] followers, [---] engagements "$GLNG -YPF can now keep more economics to potentially incentive its FLNG partners to come on board "YPF is working on the LNG project with Malaysia's Petronas as joint partners. They will have a 50% share of the total exports while the other participating gas producers will have the other 50% CEO Horacio Marn has said adding that the first step is to install a floating terminal to export [--] million cu m/d starting in [----] or [----] https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/natural-gas/062824-argentina-approves-incentives-for-large-oil-gas-infrastructure-projects" [X Link](https://x.com/justfactstruth/status/1807213128696115277) 2024-06-30T00:42Z [----] followers, 13.9K engagements "$ARDX - Few things to note - Wall street equity analysts are much less impressive vs when I retired years ago. - This is a confusing decision but think Raab is trying to force a passage of the HR5074 by "showing real world problems" with the CMS bundling process and a one size fits all approach for a very complicated Renal Treatment process. Bipartisan bill large minority focus cost neutral for taxpayers.I'm a buyer" [X Link](https://x.com/justfactstruth/status/1808132147523260443) 2024-07-02T13:34Z [----] followers, 12.5K engagements "$ROOT Analyst Targets Jeffries BUY $90 JMP BUY $90 KBW BUY $80 Wells Fargo BUY $78 Only a matter of time $ROOT Auto Insurance Q1 2024Highlights - Generated positive operating income of $5 million - Positive adjusted EBITDA of $15 million - Policies-in-force grew 101% to [------] - Gross premiums written increased 146% to $331 million - Gross premiums earned increased 111% to $ROOT Auto Insurance Q1 2024Highlights - Generated positive operating income of $5 million - Positive adjusted EBITDA of $15 million - Policies-in-force grew 101% to [------] - Gross premiums written increased 146% to $331" [X Link](https://x.com/justfactstruth/status/1808504983064891795) 2024-07-03T14:16Z [----] followers, [----] engagements "$ECC - Pays .16 cents monthly for a 19.03% yield at $10.09 CLO's are comprised of 1st Lien Sr Secured Lev. Loans Default Risk extremely low. New issuance refis extremely high. Both very very good for CLO's Golden Age oF Corp Credit @junkbondinvest" [X Link](https://x.com/justfactstruth/status/1808524004342296846) 2024-07-03T15:31Z [----] followers, [---] engagements "$GLNG Huge news PAE is 50/50 joint venture between @BP and BRIDAS and now Golar will own 10% Bridas Corporation an Argentine oil and gas company is currently co-owned by the Bulgheroni family and the China National Offshore Oil Corporation (CNOOC) each holding a 50% stake Also remember this PAE entity will have extremely favorable tax treatment due to legislation announced last week This will quickly allow Golar to put finishing touches on their next larger MKII FLNG they have already invested 350mm of equity in" [X Link](https://x.com/justfactstruth/status/1809205338803225054) 2024-07-05T12:39Z [----] followers, 12.9K engagements "$BA another reason to be short.Stephanie Pope -29yr career at Boeing Co. with ZERO engineering credentials. Her former roles at Boeing [-----] (6 months) COO Boeing Company [-----] (6 months) CEO Global Services (24%) -2020-23 CFO Global Services -2017-20 VP / Controller Boeing Global Services (24% of total) -2012-2017 - Investor Relations -1994-2012 - Financial Analyst MBA- Lindenwood University BA- Southwest Missouri State - accounting Good luck with that" [X Link](https://x.com/justfactstruth/status/1810330001180352957) 2024-07-08T15:08Z [----] followers, [----] engagements "$ROOT - Great slide posted by @Jaro_rogue and @joinyellowbrick I agree that renters + car insurance = powerful bundle. https://www.joinroot.com/renters-insurance-bundle/ https://www.joinroot.com/renters-insurance-bundle/" [X Link](https://x.com/justfactstruth/status/1810745406554526174) 2024-07-09T18:38Z [----] followers, [----] engagements "$ROOT 's valuation at IPO was 7B and at IPO here were stats -In Force Policies [------] -Direct Premiums Written $600mm -Direct Premiums Earned $590mm -Operating Loss -144mm Today at $69 w/ less than $1B Valuation [----] FYE -In Force Policies [------] (13mm downloads) -Direct Premium Written $1.32B -Direct Premium Earned $ 1.15B -Operating profit +275mm Companies gain and lose momentum but the Auto Insurance Industry is in the sweet-spot with years of profitable growth ahead. ROOT went from 12x DPW to 1x and from $21K per In Force Policy to $2k. Now w/ better financials than at IPO. To put into" [X Link](https://x.com/justfactstruth/status/1811844667144552855) 2024-07-12T19:26Z [----] followers, [----] engagements "thoughts on this Nick.Now that "political winds have shifted" solidly to Trump and a fed rate cut is "less politically positive for Biden" Powell should use today's Economic Club of Washington speech to let mkts know July is very live date for 1st cut - why wait until Sept as Goldman says" [X Link](https://x.com/justfactstruth/status/1812865599451623770) 2024-07-15T15:03Z [----] followers, [---] engagements "@TorpedoTrading I may have missed it but have you laid out your bear thesis on Root in a podcast or post somewhere" [X Link](https://x.com/justfactstruth/status/1813211640000622655) 2024-07-16T13:58Z [----] followers, [---] engagements "$ROOT Some thoughts on why its going MUCH HIGHER -This is an Insuretech company and many are UNDERESTIMATING the value of such. --He who has the most data in this world is KING- [--] Billion miles of driving telematics and growing every second -ROOT does all claims mgmt policy mgmt ratings underwrting pricing etc etc in-house themselves. Most large insurance cos. use 3rd party software companies to manage this for them- These are Billion $ EV Companies like.Guidewire Software Majesco Duck Creek Tech SAS Instiute Insurity and Fineos just to name a few. -ROOT is rolling out it's next gen pricing" [X Link](https://x.com/justfactstruth/status/1813238349710110839) 2024-07-16T15:44Z [----] followers, [----] engagements "@StockMarketNerd Brad - Why not just own $ROOT. Better financials and a much better valuation than LMND and you can get the concentrated Auto exposure you want in CVNA. EBITDA posittive great momentum rolling out nex gen app etc etc" [X Link](https://x.com/justfactstruth/status/1813264470052839502) 2024-07-16T17:28Z [----] followers, [---] engagements "@bjmtweets @StockMarketNerd Ok. Great discussion. Hopefully $LMND rallies 10% to $25 (1.8B mkt cap) and ROOT's valuation catches up so $ROOT stock worth $125 (up 55%)" [X Link](https://x.com/justfactstruth/status/1813287663631261858) 2024-07-16T19:00Z [----] followers, [---] engagements "$KLXE Response to some DMs on why it's interesting. Two words.Financial leverage I generally like stocks w/ outsized upside potential with small biz improvements that have downside protection in an industry with tailwinds. See FIP $2-$10 (energy infrastructure) See FTAI $15-$100 (airline leasing / service) See ROOT $7-$80 (car insurance) - KLXE Float 17mm shares w/ Short Interest of 2.3mm - Avg daily Volume 119K shares - Net Debt 198mm - $87mm cash (126mm total liquidity) - Mkt cap 100mm (17mm shares at $6) - Total EV 298mm or 2.9X EBITDA Qtrly EBITDA progression 1Q '23 38.2mm (stock avg $15)" [X Link](https://x.com/justfactstruth/status/1813612384746885304) 2024-07-17T16:31Z [----] followers, [----] engagements "$CVNA - JPM raising target bodes very well for $ROOT CVNA growth = ROOT growth and I expect analyst ratings upgrades after ROOT 2Q ER" [X Link](https://x.com/justfactstruth/status/1814351783222743522) 2024-07-19T17:29Z [----] followers, [---] engagements "@elonmusk @DavidSacks FOR IMMEDIATE RELEASE Kamala Harris Accepts Joe Bidens Endorsement for President of the United States Washington D.C. Today Vice President Kamala Harris proudly accepts President Joe Bidens endorsement for President of the United States. As we look to what can be unburdened by what has been we recognize the significance of the passage of time. This endorsement underscores that Kamala Harris has what it takes to defeat Donald Trump and preserve our democracy. President Biden acknowledging the significance of the passage of time has highlighted the importance of what can" [X Link](https://x.com/justfactstruth/status/1815101016607727630) 2024-07-21T19:06Z [----] followers, [---] engagements "$FIP - JMP cites $BX earnings call to raise target to $12 from $11 -Some positive read-throughs from Blackstone's 2Q24 earnings call; we reiterate our Market Outperform rating and increase our price target to $12 (from $11) -Blackstone was early to invest into Al / datacenters & currently owns $55B of datacenters (with $70B+ of potential future pipeline development) including the fastest growing datacenter in the world - QTS -Management noted it is positioning Blackstone to be "the largest financial investor in Al infrastructure in the world not to mention what will be significant investment" [X Link](https://x.com/justfactstruth/status/1815471026265878690) 2024-07-22T19:36Z [----] followers, [---] engagements "$CVNA & $ROOT perfect together as these groups reflect ROOT's customer base as well. - Millennials dominate with 65% of Carvana's EV sales - Gen Z purchases EVs at lower price points - Nearly half of EV sales to buyers with incomes between $50-100k https://investors.carvana.com/news-releases/2024/07-23-2024-140141756 https://investors.carvana.com/news-releases/2024/07-23-2024-140141756" [X Link](https://x.com/justfactstruth/status/1815749671018549519) 2024-07-23T14:03Z [----] followers, [---] engagements "$FTAI RBC Capital -Raising to $120 w/ Upside to $150 - We are maintaining our Outperform rating and raising our price target to $120 (from $110). We are not surprised by the positive stock reaction after the substantial guidance increase. -The company remains well positioned to benefit from ongoing supply constraints in the engine market. -Our upside scenario models better-than-expected growth in module sales and faster-than-expected PMA parts approval. We assume revenue approaches $2.4B with adj. EBITDA margins of 53% in 2026E resulting in a higher valuation of $150 for the stock" [X Link](https://x.com/justfactstruth/status/1816448171406438879) 2024-07-25T12:19Z [----] followers, [---] engagements "$ROOT nibbled more this morning. with $CVNA up 5% and $LMND up 5% this s/ rally" [X Link](https://x.com/justfactstruth/status/1816492816836473290) 2024-07-25T15:16Z [----] followers, [---] engagements "$FTAI Analysts upgrades post 2Q Beat and Raise Jeffries $120---$140---$190 RBC $110---$120---$150 Citi $ 99---$134 JMP $ 98---$132 Stifel $ 69---$132 DB $120---$125 TO BE UPDATED Compass Pt $118--- Benchmark $100--- MS $105--- BarCap $80--- PS - YOU HAVEN'T MISSED IT" [X Link](https://x.com/justfactstruth/status/1817931228193980547) 2024-07-29T14:32Z [----] followers, [--] engagements "Yes agreed and if Jeffries is right this will be a $200+ stock.1B of Free Cash Flow in [----] Jeffries- "In [----] FTAI generated $325MM of FCF on this basis expected to increase to $505MM in [----] $721MM in [----] and $966MM in [----] on our estimates"" [X Link](https://x.com/justfactstruth/status/1817933294035456219) 2024-07-29T14:40Z [----] followers, [---] engagements "$FTAI - Still one of my TOP picks. I added risk since earnings. This is a NO BRAINER. I'm happy to share info and answer questions from followers Lets go" [X Link](https://x.com/justfactstruth/status/1818695639238418885) 2024-07-31T17:10Z [----] followers, [----] engagements "$CVNA Retail units sold totaled [------] an increase of 33%. Remember they offer on the spot auto insurance to those [------] customers via their $ROOT partnership" [X Link](https://x.com/justfactstruth/status/1818746738116616410) 2024-07-31T20:33Z [----] followers, [----] engagements "$ROOT - Adding more $41-$43 Earnings were great and on call they highlighted they will refinance their high cost debt now that prepayment period expired at end of July [--]. Should save them 15MM a year in Int Expense" [X Link](https://x.com/justfactstruth/status/1821542067417362744) 2024-08-08T13:40Z [----] followers, [----] engagements "$KLXE Great call. Said all the right things -Focused on balance sheet refinancing and not looking at small M&A tuck-ins right now. Debt refi s/ be completed by end '24 -Revs per active rig back up to '23 levels -80-90% of the 16mm cost cuts realized in Q2 -We are taking mkt share & EXTREMELY well positioned for when activity rebounds further Should head back to recent highs" [X Link](https://x.com/justfactstruth/status/1821556926016086144) 2024-08-08T14:39Z [----] followers, [---] engagements "$GLNG - Call completed. Notes below. -BP & PAE combined $515M/year of Adjusted EBITDA when fully operational excluding commodity exposure -GLNG Fuji $500M of Adjusted EBITDA based on terms of PAE contract -New MKII $500M of Adjusted EBITDA (new vessels id'd and inspected) Announced by 1Q25 Golar has option swap Hilli for Fuji any time by end of '24 with other FLNG contract being finalized. Current balance Sheet Debt $1.198B Cash 504mm Net 594mm Year end balance Sheet Debt $1.698 (after refi of Gimi at lower cost / +ve terms) Cash $1.224 (current plus refi plus BP pays $120MM) Net $474mm" [X Link](https://x.com/justfactstruth/status/1824071440271860033) 2024-08-15T13:11Z [----] followers, [----] engagements "$FTAI - New street high Px target $185 w/ PMA Benchmark- -$185 PT PMA Approval. On the leasing side we apply a 9.9x EBITDA multiple to our $536M FY26 estimate (comp $AER 10x FY24 debt/EV 7x) = $25. On the Aerospace Products side we apply a 22.6x EBITDA multiple to our $735M FY26 estimate (comp $TDG 22.9x FY24 debt/EV 5.8x) = $160. We would again note our total FY26 FTAI debt/EBITDA 2.7x vs. 7x for $AER LTM and 5.8x for $TDG -We also view FTAIs Aerospace Products (AP) cost/time saving applications as a relatively defensive play in a soft-landing scenario given cost conscious airlines likely" [X Link](https://x.com/justfactstruth/status/1824427142689464413) 2024-08-16T12:45Z [----] followers, [---] engagements "$FTAI - Raised to TOP PICK at Morgan Stanley - $140 Takes BULL CASE to $200 - We continue to see FTAIs growth prospects underappreciated by the market and move FTAI to our Top Pick in Aerospace. - Reiterate our Overweight rating as we continue see a strong demand backdrop for engine maintenance and see FTAI well positioned to capture this demand. - Increase our PT to $140 from $105 as we factor in better than expected growth and move our valuation year to [----] from [----]. - We increase our Aerospace Products Adj. EBITDA estimates by 17% in [----] 13% in [----] and 28% in [----]. - We see a risk" [X Link](https://x.com/justfactstruth/status/1824431135247536297) 2024-08-16T13:00Z [----] followers, [---] engagements "yes. Earnings were strong again. Insurance rates are insane and no sign of abating. Combined ratios good and improving. Taking market share algo update Carvana had great earnings refinancing of HY debt will be very accretive state expansion happening etc etc. Technically - small float large short % rate cuts support small caps" [X Link](https://x.com/justfactstruth/status/1827744542050705456) 2024-08-25T16:27Z [----] followers, [--] engagements "@GardinerIsland If banks made $$ historically at much tighter spreads and housing is a major headline issue.it is a matter of time as to when banks start getting more aggressive and scale back in. That is the next big leg up IMO" [X Link](https://x.com/justfactstruth/status/1828066705240686778) 2024-08-26T13:47Z [----] followers, [--] engagements "$KLXE - Moving nicely. Up 37% ($5.5) since July 15th post. Read prior posts and earnings / 8-K. Stock heading back to $15" [X Link](https://x.com/justfactstruth/status/1828076431647117331) 2024-08-26T14:25Z [----] followers, [---] engagements "@GardinerIsland GOLDEN AGE FOR CREDIT -majority of the leveraged loan maturity wall has been extended beyond [----] with over 90% of loans maturing in [----] or later -trailing 12-month senior secured loan default rate decreased to 0.92% in June down from 1.53% six months ago" [X Link](https://x.com/justfactstruth/status/1832137578381803643) 2024-09-06T19:23Z [----] followers, [---] engagements "$ARDX - Upside / downside Downside from $5.75 very limited based on current Rx outstanding rev growth and solid balance sheet. Upside from $5.75 measured in multiples not $ Washington back in session starting today and HR [----] is bipartisan cost neutral common sense bill that has high probability of passing. Long" [X Link](https://x.com/justfactstruth/status/1833171121920713007) 2024-09-09T15:50Z [----] followers, [----] engagements "Trump Reciprocal Tariffs have ALWAYS been the proposal. Any journalist who says otherwise is LAZY https://www.donaldjtrump.com/agenda47/agenda47-cementing-fair-and-reciprocal-trade-with-the-trump-reciprocal-trade-act https://www.donaldjtrump.com/agenda47/agenda47-cementing-fair-and-reciprocal-trade-with-the-trump-reciprocal-trade-act" [X Link](https://x.com/justfactstruth/status/1833175616411066532) 2024-09-09T16:08Z [----] followers, [---] engagements "@woodman267 my understanding is injunctive relief refers to all forms of orders (temporary or permanent) that prevent harm while TROs and preliminary injunctions are specific types of temporary measures" [X Link](https://x.com/justfactstruth/status/1834320580784320637) 2024-09-12T19:58Z [----] followers, [---] engagements "$BA as it relates to $FTAI Every problem / issue for Boeing is a positive for FTAI Less New planes delivered now and in the future means reliance on older planes that can be serviced by and leased by FTAI Boeing's full-year guide for [----] was to deliver between [---] to [---] aircraft down from the original [---] expected. As of August [----] Boeing has delivered [---] commercial aircraft during the first half of the year with [--] aircraft delivered in Q2 and [--] aircraft in Q1. The [----] strike cost BA $100mm a day and they only produced [---] planes vs the [---] expected (-145). It took Boeing until [----] to" [X Link](https://x.com/justfactstruth/status/1834578943518638326) 2024-09-13T13:04Z [----] followers, [----] engagements "$GLNG - FID of MKII expected in the NEXT TWO WEEKS Investor Presentation states: https://ml-eu.globenewswire.com/Resource/Download/4916d9ed-87e2-4298-8db3-87492d9aaa21 https://ml-eu.globenewswire.com/Resource/Download/4916d9ed-87e2-4298-8db3-87492d9aaa21" [X Link](https://x.com/justfactstruth/status/1835662010316427311) 2024-09-16T12:48Z [----] followers, [----] engagements "$KLXE 8K Released- raising Guidance - Mkt cap $85mm (17mm shares at $5.1) - Net Debt 198mm - $87mm cash (126mm total liquidity) - Total EV 283mm Qtrly EBITDA progression 1Q '23 38.2mm (stock avg $15) 2Q '23 39.7mm (stock avg $12) 3Q '23 36.7mm (stock avg $11.5) 4Q '23 23.0mm ( stock avg $10) 1Q '24 12.0mm (stock avg. $8.5) 2Q '24 27.0mm (stock avg. $6) 3Q '24 30.4mm based on high end guidance from today 4Q '24 33-35mm possible I believe EBITDA can easily return to $38- 40mm qtrly run-rate and stock can easily get back to $15 Company stated on 2Q conf call refi of 11.5% notes due in [----] is" [X Link](https://x.com/justfactstruth/status/1835681513918091669) 2024-09-16T14:05Z [----] followers, [----] engagements "$FTAI For all those who think they missed itstock going to $200 $BA tumbling to a two-year low @KahyaogluSheila of @jefferies joins 'Fast Money' to explain why she reiterated her 'Buy' rating on the stock recently and why $FTAI might be giving the aerospace giant a run for its money: https://t.co/FwerJYECXD $BA tumbling to a two-year low @KahyaogluSheila of @jefferies joins 'Fast Money' to explain why she reiterated her 'Buy' rating on the stock recently and why $FTAI might be giving the aerospace giant a run for its money: https://t.co/FwerJYECXD" [X Link](https://x.com/justfactstruth/status/1835814326445465634) 2024-09-16T22:53Z [----] followers, [----] engagements "@RepBuddyCarter @SpeakerJohnson When will you focus on getting HR [----] across the finish line" [X Link](https://x.com/justfactstruth/status/1836109748413886701) 2024-09-17T18:27Z [----] followers, [---] engagements "@RepAnnieKuster When will you focus on getting HR [----] across the finish line" [X Link](https://x.com/justfactstruth/status/1836109864352850152) 2024-09-17T18:27Z [----] followers, [--] engagements "@RepCarolMiller When will you focus on getting HR [----] across the finish line" [X Link](https://x.com/justfactstruth/status/1836109965146128646) 2024-09-17T18:28Z [----] followers, [--] engagements "@RepTerriSewell When will you focus on getting HR [----] across the finish line" [X Link](https://x.com/justfactstruth/status/1836110111074291822) 2024-09-17T18:28Z [----] followers, [--] engagements "@DonDavisNC When will you focus on getting HR [----] across the finish line" [X Link](https://x.com/justfactstruth/status/1836110249129803992) 2024-09-17T18:29Z [----] followers, [--] engagements "@RepYvetteClarke When will you focus on getting HR [----] across the finish line" [X Link](https://x.com/justfactstruth/status/1836110335805149295) 2024-09-17T18:29Z [----] followers, [--] engagements "$GLNG These are long term (20years) value accretive deals. Each time they successfully execute a value-accretive transaction they significantly enhance their attractiveness as a potential acquisition target" [X Link](https://x.com/justfactstruth/status/1836396970774003873) 2024-09-18T13:28Z [----] followers, [----] engagements "headfake.market is going higher. Powell said all the right things. Rate cut cycle starting. Economy is strong and growth is good and sustainable Employment market has softened but still strong. Risks are now balanced. Businesses expect [----] to be a good year. They will keep shrinking FED balance sheet" [X Link](https://x.com/justfactstruth/status/1836483711157575883) 2024-09-18T19:13Z [----] followers, [---] engagements "Money market funds sit at $6.32 Trillion Rate cut cycle will see immediate hit to returns and 10-15% will flow back to "other assets" in the next [--] days Yes that's $632B - $948B of buying power" [X Link](https://x.com/justfactstruth/status/1836491293309931968) 2024-09-18T19:43Z [----] followers, [---] engagements "$SPY $DJIA $IWM GOING HIGHER Corporate blackout window began on Sept. [--]. $GS estimates around $1 trillion in stock buybacks this year and that will pick back up in a few weeks. Corps are sitting on record cash levels and buybacks and M&A will kick in massively in the 4Q after election is settled" [X Link](https://x.com/justfactstruth/status/1836494813450924521) 2024-09-18T19:57Z [----] followers, [----] engagements "$FTAI - RBC raises price target to $143 RBC raises upside target to $170" [X Link](https://x.com/justfactstruth/status/1836737503010627967) 2024-09-19T12:02Z [----] followers, [---] engagements "THIS IS POLITICAL. JUST ADMIT THAT -Jan Hatzius Chief Economist at Goldman Sachs suggested that the Fed had a major incentive to avoid rate cuts so close to an election. He noted that the Fed likely wanted to stay out of political matters even if economic data justified cuts as aggressive cuts could invite accusations of favoritism particularly in an election year. He noted that the Fed typically prefers not to be seen as influencing election outcomes. -Claudia Sahm Chief Economist at New Century Advisors argued that although the Fed was seeing the results it wanted in terms of inflation" [X Link](https://x.com/justfactstruth/status/1836752863449522500) 2024-09-19T13:03Z [----] followers, [----] engagements "$FTAI Compass Point - UPGRADE AGAIN Raise PT to $156 (from $118) Pioneering New Engine Maintenance / Overhaul Solutions With Multi-Year Runway & PMA Catalyst" [X Link](https://x.com/justfactstruth/status/1839468260779045012) 2024-09-27T00:53Z [----] followers, [---] engagements "$FTAI Announced refi today. High Yield at crazy tight spreads so very good timing" [X Link](https://x.com/justfactstruth/status/1840719764756345220) 2024-09-30T11:46Z [----] followers, [---] engagements "$FTAI -How High Can FTAI Fly $250 $350 $450 Jeffries report just out.WOW Upside to $250 Blue Sky to $450. Our [----] Upside Scenario assumes 15% mkt share at [---] modules/yr vs the [---] (10%) in our '26 base case. With $750K of core EBITDA per Module + $500K from PMA Aero Products EBITDA could be $1.2BB vs the $700MM target (est $705MM). At 20X shares are worth $250 (mkt cap $25BB). Our Blue Sky assumes full utilization at [----] modules w/ $1MM core EBITDA + $500K PMA driving Aero Products EBITDA to $2.25BB or shares worth $450 (mkt cap $50BB). Happy Customers Happy Shareholders. FTAI's on pace" [X Link](https://x.com/justfactstruth/status/1840747294548783137) 2024-09-30T13:35Z [----] followers, [---] engagements "$FTAI Refi update. Morgan Stanley is the lead book runner and should price by end of today. Price talk is low 6's and should go very well" [X Link](https://x.com/justfactstruth/status/1840766903142199629) 2024-09-30T14:53Z [----] followers, [----] engagements "$FTAI Huge Demand. Priced w/ a 5.875% coupon due in [----] and upsized by 100mm to $500mm. Company also Redeeming the FTAI 8.25% Pfd $FTAI Refi update. Morgan Stanley is the lead book runner and should price by end of today. Price talk is low 6's and should go very well. $FTAI Refi update. Morgan Stanley is the lead book runner and should price by end of today. Price talk is low 6's and should go very well" [X Link](https://x.com/justfactstruth/status/1840877291926073430) 2024-09-30T22:12Z [----] followers, [----] engagements "$FIP - Rail and Ports / Gas / Power assets (data center) with $FTAI refinancing fabulously executed I fully expect FIP to announce and price a deal in the v. near term. Their asset mix is in the sweet spot for this market" [X Link](https://x.com/justfactstruth/status/1841180850651910258) 2024-10-01T18:18Z [----] followers, [---] engagements "$SARO opening up $30-31 Initial talk $21.5 and priced at $24 BUY $FTAI $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 $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](https://x.com/justfactstruth/status/1841503306708873435) 2024-10-02T15:39Z [----] followers, [----] engagements "Trading at 25x EBITDA for a company with 1/5 the growth and 1/3 the margins of $FTAI $SARO opening up $30-31 Initial talk $21.5 and priced at $24 BUY $FTAI $SARO opening up $30-31 Initial talk $21.5 and priced at $24 BUY $FTAI" [X Link](https://x.com/justfactstruth/status/1841521894803042585) 2024-10-02T16:53Z [----] followers, [---] engagements "$ROOT Added more.LT conviction still high YTD earnings were great Insurance rates are insane and no sign of abating successful state expansion happening and they are working to refinance their high cost debt now that Non-Call period ended. Should save them $15mm a year in Int Expense. They do NOT operate in North Carolina. Combined ratios are v strong and still improving. Taking market share algo update Carvana *their partner) has had great earnings Technically - extremely cheap to comps v. small float large short % rate cuts support small caps Earnings Nov [--] -Analyst targets JMP Securities -" [X Link](https://x.com/justfactstruth/status/1841877999597072660) 2024-10-03T16:28Z [----] followers, [----] engagements "$FIP - who could they be negotiating with. $MSFT and $CEG deal is 8835MW and Long Ridge will have 505MW or 60% A [---] MW power plant can support an AI data center with approximately [-----] racks of IT equipment assuming a PUE (Power Usage Effectiveness) of [---] and average rack power consumption of [--] kW. This could translate into a very large-scale AI data center capable of handling substantial computational loads including AI training cloud services and other HPC (high-performance computing) tasks. BTW - A data center housing [-----] racks would require approximately [------] square feet (or" [X Link](https://x.com/justfactstruth/status/1841917608901140596) 2024-10-03T19:05Z [----] followers, [----] engagements "$FTAI - FTAI services growing 4x faster and FTAI margins are 3x higher. If / when the market uses the same valuation of $SARO then FTAI is worth $186.56 based on next yrs EBITDA which they should beat. I have posted many many times on this stock and offered to answer any question to this community. $SARO proves there are not many ways to play this theme DO NOT LAZILY LOOK AT THE CHART AND SAYI MISSED IT" [X Link](https://x.com/justfactstruth/status/1842240719001436205) 2024-10-04T16:29Z [----] followers, [----] engagements "@GardinerIsland 6.8T sitting in Money Mkt making 5% for last few years as stocks ripped higher. Now rates coming down and they have to buy stocks or private credit or mortgages etc etc. Right now we see all this strength during buyback blackout period. Stocks are going higher" [X Link](https://x.com/justfactstruth/status/1844046299739631777) 2024-10-09T16:04Z [----] followers, [---] engagements "$ROOT Insurance - new / updated analyst targets Jeffries $72 --- +70% Wells Fargo $64 --- +52% KBW $82 --- +100% JMP Securities $90 ---+115% 3Q earnings release Oct 30th" [X Link](https://x.com/justfactstruth/status/1844428210882089125) 2024-10-10T17:22Z [----] followers, [---] engagements "Yes and no end in sight. That is why I'm long / buying $ROOT insurance. -Best combined ratio in the market - $CVNA partnership is huge growth catalyst -Led by best in class mobile telematics AI technology. -Generating positive EBITDA -$450mm of unencumbered cash Investor Deck- https://ir.joinroot.com/static-files/0a89bb64-f6c3-46b3-b99c-79e7bbe377fc Auto insurance rates in the US are up 52% since [----]. That's the biggest 3-year spike since 1975-78. (via @charliebilello) https://t.co/5rElCCqAsj https://ir.joinroot.com/static-files/0a89bb64-f6c3-46b3-b99c-79e7bbe377fc Auto insurance rates in" [X Link](https://x.com/justfactstruth/status/1844771072828117076) 2024-10-11T16:04Z [----] followers, [----] engagements "$FTAI - RBC Capital raises target to $160 from $143 -Although PMA timing continues to be pushed to the right and we believe there is growing confidence in the next PMA approval to be granted in 1H25 we believe the setup for continued growth in its core business is strong. Our new price target of $160 is based on a 16x multiple applied to our FY26 adj. EBITDA of $1234M. This multiple comes from blending a 10x multiple on Aviation Leasing and 20.5x multiple on Aerospace Products. -For the Aviation Leasing segment we have raised our adj. EBITDA in [----] to $542M (previously $517M). We believe the" [X Link](https://x.com/justfactstruth/status/1845836744589025302) 2024-10-14T14:39Z [----] followers, [---] engagements "$ARDX I loved reading your extremely compelling arguments in response to CMS.Keep it up Save the date We will present third quarter [----] financial results and provide a business update on Thursday October [--] at 4:30 PM ET via live webcast and conference call. Learn more: https://t.co/sHOe970lGY $ARDX https://t.co/PhbOhQxJxF Save the date We will present third quarter [----] financial results and provide a business update on Thursday October [--] at 4:30 PM ET via live webcast and conference call. Learn more: https://t.co/sHOe970lGY $ARDX https://t.co/PhbOhQxJxF" [X Link](https://x.com/justfactstruth/status/1846887002794258742) 2024-10-17T12:12Z [----] followers, [----] engagements "$FTAI - DB out with street high at $160 price target" [X Link](https://x.com/justfactstruth/status/1848713743280042456) 2024-10-22T13:11Z [----] followers, [----] engagements "$FTAI Citi raises Px target to new street high of $165" [X Link](https://x.com/justfactstruth/status/1850875930199134565) 2024-10-28T12:23Z [----] followers, [----] engagements "$CVNA Breaking out.expect their partner $ROOT to do the same after earnings Wednesday Oct 30" [X Link](https://x.com/justfactstruth/status/1850912030661722205) 2024-10-28T14:46Z [----] followers, [----] engagements "$ROOT GREAT NEWS Refi'd Term Loan and paid down $100mm debt. At current interest rates the new BlackRock Facility amended loan will reduce Root's interest expense by approximately 50% on a run-rate basis further accelerating profitability and enabling increased investments in the company's strategic growth initiatives" [X Link](https://x.com/justfactstruth/status/1851719072687493615) 2024-10-30T20:13Z [----] followers, [----] engagements "$ROOT For the first time in company history Root reached net income profitability" [X Link](https://x.com/justfactstruth/status/1851719346835296661) 2024-10-30T20:14Z [----] followers, [----] engagements "$ROOT Q3 2024Highlights All figures are compared to Q3 [----] Policies in force increased 57% to [------] Gross premiums written increased 48% to $332 million Gross premiums earned nearly doubled to $317 million Gross earned premium cession rate decreased [--] points to 12% Renewal premium was 54% of gross premiums earned - Our Partnership channel continues to grow at impressive rates with new writings from this channel up 131% year-over-year in the third quarter. -Net income of $23 million a $69 million improvement year-over-year. -Generating operating income of $34 million a $68 million" [X Link](https://x.com/justfactstruth/status/1851720702489158013) 2024-10-30T20:19Z [----] followers, [----] engagements "$ROOT - Q3 2024Highlights - $CVNA partnership must be $$$$$ - For the first time in company history Root reached net income profitability. - Refi'd Term Loan and paid down $100mm debt. - BlackRock Facility amended loan will reduce Root's interest expense by approximately 50% on a run-rate basis - Policies in force increased 57% to [------] - Gross premiums written increased 48% to $332 million - Gross premiums earned nearly doubled to $317 million - Gross earned premium cession rate decreased [--] points to 12% - Renewal premium was 54% of gross premiums earned - Our Partnership channel continues" [X Link](https://x.com/justfactstruth/status/1851725125701505314) 2024-10-30T20:37Z [----] followers, [----] engagements "$ROOT BUYER This is going to $100+ Call at 5pm Today" [X Link](https://x.com/justfactstruth/status/1851728487867973915) 2024-10-30T20:50Z [----] followers, [----] engagements "$ROOT Call Commentary - Excited by our [----] Growth prospects - We have a nice tailwind in the business - Partnership new writings more than doubled - Partnership channel has much higher retention rates with fatter premiums - 1Q hyper growth is past us and we are now seeing more profitable renewals Before this blowout QTR street targets - JMP Secur. $90 - KBW $82 - Jeffries $72 - Wells Fargo $64" [X Link](https://x.com/justfactstruth/status/1851737769640628641) 2024-10-30T21:27Z [----] followers, [----] engagements "@MeadowCapital yooooooooo" [X Link](https://x.com/justfactstruth/status/1851739463774253301) 2024-10-30T21:34Z [----] followers, [---] engagements "😀🙏 $ROOT Added more.LT conviction still high YTD earnings were great Insurance rates are insane and no sign of abating successful state expansion happening and they are working to refinance their high cost debt now that Non-Call period ended. Should save them $15mm a year in $ROOT Added more.LT conviction still high YTD earnings were great Insurance rates are insane and no sign of abating successful state expansion happening and they are working to refinance their high cost debt now that Non-Call period ended. Should save them $15mm a year in" [X Link](https://x.com/justfactstruth/status/1851740506717589899) 2024-10-30T21:38Z [----] followers, [----] engagements "$KLXE KLX Energy Services Announces [----] Third Quarter Earnings Release and Conference Call Schedule -Expect news on Debt refi / term out -EBITDA s/ be $30mm+ -Taking market share and increasing Revenue per Rig https://investor.klx.com/news-releases/news-release-details/klx-energy-services-announces-2024-third-quarter-earnings https://investor.klx.com/news-releases/news-release-details/klx-energy-services-announces-2024-third-quarter-earnings" [X Link](https://x.com/justfactstruth/status/1851745346797330559) 2024-10-30T21:57Z [----] followers, [---] engagements "$CVNA & $ROOT Partnership / Warrant Analysis - Carvana $CVNA works for ROOT. - They have warrants to purchase $ROOT shares based on the # of policies they originate at time of a Carvana sale. Strike prices range from $180 - $540 per $ROOT share and they are triggered based on # of total policies they originate. Tranche [--] 1.4mm shares $180 100K CVNA policies Tranche [--] 1.5mm shares $225 200k CVNA policies Tranche [--] 1.5mm shares $270 300k CVNA policies Tranche [--] 1.5mm shares $405 400k CVNA policies Tranche [--] 1.3mm shares $540 500k CVNA policies Dont bet against the Garcia Family" [X Link](https://x.com/justfactstruth/status/1851793819215299051) 2024-10-31T01:10Z [----] followers, [----] engagements "$FIP 3Q Earnings call just ended **********THIS IS THE NEXT ONE - FOCUS************* [--] Year Target $18-20 [--] Year Target $30-35 EBITDA up 7.5% to $36.9mm = $148mm Annualized Long Ridge - Utility 2Q EBITDA $11.1mm = $44mm Annualized -They said "We expect to sign a data center deal in the 1H 2025" - TRANSFORMATIONAL -PJM auction rates will allow us to raise EBITDA in [----] - ADDS 50mm EBITDA -We will uprate from 485mw to 505mw - ADDS 5mm EBITDA -Commenced drilling West Virginia gas wells; online in 1Q25 -ADDS 2mm EBITDA UPSIDE to 107mm BEFORE DATA CENTER Transtar- Rail Asset 2Q EBITDA $21.1mm =" [X Link](https://x.com/justfactstruth/status/1851987230782349759) 2024-10-31T13:58Z [----] followers, [----] engagements "$CVNA CEO on @SullyCNBC next. $ROOT" [X Link](https://x.com/justfactstruth/status/1852007910638813580) 2024-10-31T15:21Z [----] followers, [---] engagements "$GLNG Great things happening for Golar. Mauritania will prioritize using gas from BPs Greater Tortue Ahmeyim development as it looks to increase access to electricity while it adds more renewable energy https://t.co/JoPKxRFkUb Mauritania will prioritize using gas from BPs Greater Tortue Ahmeyim development as it looks to increase access to electricity while it adds more renewable energy https://t.co/JoPKxRFkUb" [X Link](https://x.com/justfactstruth/status/1852318428977045861) 2024-11-01T11:55Z [----] followers, [----] engagements "$FTAI HUGE NEWS Chromalloy Receives FAA Approval of CFM56 5B/7B HPT Turbine Vane [--] PMAs" [X Link](https://x.com/justfactstruth/status/1852330011283382672) 2024-11-01T12:41Z [----] followers, [---] engagements "$FTAI - BTIG Raise PT to $180 and reiterate Buy rating" [X Link](https://x.com/justfactstruth/status/1852338585304748468) 2024-11-01T13:15Z [----] followers, [---] engagements "$FTAI - Benchmark Raises to $300 PMA Approval for CFM-56 Part Adds Rocket Fuel to High Flying Module Factory -This event marks a seismic shift in the multi-billion-dollar jet engine aftermarket industry and is the corner stone of FTAIs long-term strategy -FTAI is gaining this unmatched advantage in an engine aftermarket desperate for parts as OEMs struggle to ramp. -PMA is rocket fuel for an already disruptive Module Factory by providing a volume source of hard-to-get parts unmatched pricing while deepening and expanding airline/lessor long-term sticky relationships. -The Module Factory has" [X Link](https://x.com/justfactstruth/status/1852347682431365266) 2024-11-01T13:51Z [----] followers, [----] engagements "$KLXE Call Notes -Rev of $189mm vs Increases Guidance of 180-190 -EBITDA of $28mm in line with high end of guide -Revenue / Avg Rig of 334k - 3rd Highest reported Expect [----] revenues to be up at least 5-10% and normalized margins" [X Link](https://x.com/justfactstruth/status/1852374532985614713) 2024-11-01T15:37Z [----] followers, [----] engagements "@novembergain $GLNG BP's GTA asset utilizes Golar's GIMI for FLNG technology via a 20yr take or pay worth $3.42B EBITDA to Gimi. This is Phase [--] and BP is finalizing FLNG partners for Phase [--] buildout" [X Link](https://x.com/justfactstruth/status/1852383174661218346) 2024-11-01T16:12Z [----] followers, [---] engagements "$FIP - Compass Point 3Q Report- BUY Px target $13 The most important takeaways from the quarter were -First: FIP secured a contract for Phase [--] of Repauno has an LOI for a second contract and expects to launch a $300M financing to fund CAPEX in November. We believe Phase [--] could add an incremental $2.34 per share to FIP's valuation that is not included in our model/valuation -Second: The outlook for LREG was increased to$80M+ of annualized EBITDA up from $48M+ and FIP plans to refinance existing LREG debt and potentially unwind swaps that would add an incremental $25M of annualized EBITDA" [X Link](https://x.com/justfactstruth/status/1853475737527083043) 2024-11-04T16:33Z [----] followers, [---] engagements "$ROOT UBS Update. Check out these #'s -We are raising our FY24 Adjusted Gross Profit (AGP) per share estimates to $23.44 due to the third quarter beat and improved direct loss ratio and the refinancing of debt which will drive a 50% decrease in interest expense cost. At $73 Trading at 3.1x Adjusted Gross Profit / share -We also reduced our FY25 interest expense estimate from 57m to 24m due to the refinancing of a six-year term loan. As a result of the refinancing ROOT expects to lower interest expense on a run rate basis by roughly 50%. In Q4 the company expensed approximately $5.5 million of" [X Link](https://x.com/justfactstruth/status/1853484037639114952) 2024-11-04T17:06Z [----] 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](https://x.com/justfactstruth/status/1853519961865572492) 2024-11-04T19:29Z [----] 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](https://x.com/justfactstruth/status/1853520150630211757) 2024-11-04T19:30Z [----] followers, [--] engagements "and here was that firms question to mgmt. Operator: Our next question comes from Yigal from Citigroup. Unidentified Analyst: This is Reena on for Yigal. I was just wondering if youve made any progress with regard to the injunction to temporarily hold implementation of including orals in the dialysis bundle in [----]. Like any additional color there would be much appreciated. Michael Raab: Yes. I think as you heard in my opening comments we hope that there would be some action on that before the end of the year. Otherwise theres not really any additional insight that we can provide" [X Link](https://x.com/justfactstruth/status/1853523409071960216) 2024-11-04T19:43Z [----] followers, [---] engagements "Above and beyond the "technical tightness" this is becoming a very profitable company. I URGE those who want to make $$$ to go back and read the $ROOT S-1 and then compare that to where we are today- both this company and more importantly the Insurance Industry. Punchline- This company had been valued at $7B it is currently performing materially better than the 2yr projections back then Their AI is phenomenally better the industry is larger and MUCH more profitable than it was. and ROOT is trading at 1B valuation BUYER $ROOT $69.40 FLOAT 9.2M SHORT 1.55M=16.2% SI ONLY THE TIP OF THE OPERATING" [X Link](https://x.com/justfactstruth/status/1853830606406275431) 2024-11-05T16:03Z [----] followers, [----] engagements "REMEMBER. [--] Day After Election (November [--] 2016): The S&P [---] Index increased by approximately 1.1%. The Dow Jones Industrial Average (DJIA) rose by about 1.4%. [--] Week After Election: The S&P [---] gained around 1.5%. The DJIA advanced by approximately 2.9%. [--] Month After Election: The S&P [---] was up by about 3.6%. The DJIA increased by roughly 5.4%. [--] Months After Election: The S&P [---] rose by approximately 7.8%. The DJIA gained around 9.6%. [--] Months After Election: The S&P [---] increased by about 11.6%. The DJIA was up by approximately 13.3%. [--] Year After Election: The S&P [---] advanced by" [X Link](https://x.com/justfactstruth/status/1854177922111672598) 2024-11-06T15:04Z [----] followers, [---] engagements "$GLNG Morgan Stanley reported holding [-------] common shares of Golar LNG representing 7.6% of the companys outstanding shares https://otp.tools.investis.com/clients/us/golar_lng/SEC/sec-show.aspxFilingId=17951435&Cik=0001207179&Type=PDF&hasPdf=1 https://otp.tools.investis.com/clients/us/golar_lng/SEC/sec-show.aspxFilingId=17951435&Cik=0001207179&Type=PDF&hasPdf=1" [X Link](https://x.com/justfactstruth/status/1854657358334496955) 2024-11-07T22:49Z [----] followers, [----] engagements "$ARDX By the wayThis was President Trump s view last time in office https://trumpwhitehouse.archives.gov/presidential-actions/executive-order-advancing-american-kidney-health/ $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 https://trumpwhitehouse.archives.gov/presidential-actions/executive-order-advancing-american-kidney-health/ $ARDX - Added /Buyer. If you assume" [X Link](https://x.com/justfactstruth/status/1854952882350543120) 2024-11-08T18:23Z [----] followers, [----] engagements "$ROOT vs $LMND trends momentum and valuation. $ROOT mkt cap is half LMND and should be worth more. $ROOT at $162 would be same market cap" [X Link](https://x.com/justfactstruth/status/1856072985079361853) 2024-11-11T20:34Z [----] followers, [----] engagements "@ArranGray9 OK" [X Link](https://x.com/justfactstruth/status/1856085920656597079) 2024-11-11T21:25Z [----] followers, [---] engagements "Cross sell may end up hurting them in the long run Gross margin are NOT higher How can u say ROOT is not true DIGITAL LOL Stats- ROOT revs 1.32B vs LMND 493MM ROOT P/sales 1.2x vs LMND 4.1X ROOT P/book 3.4x vs LMND 6.8x ROOT EV/Sales .8x vs LMND 3.6x ROOT 3Q Gross Profit +98mm vs LMND Loss 45mm ROOT CASH 439mm vs LMND 979mm ROOT Op CF +172mm vs LMND (68mm) ROOT 3Q EBITDA +42mm vs LMND loss 49mm" [X Link](https://x.com/justfactstruth/status/1856091983246446909) 2024-11-11T21:49Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@justfactstruth Frank
Frank posts on X about $glng, $ftai, $ardx, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +22%
- [--] Month [-------] -2.90%
- [--] Months [-------] +51%
- [--] Year [---------] +8.60%
Mentions: [--] #
- [--] Week [--] +6.30%
- [--] Month [--] +61%
- [--] Months [---] +42%
- [--] Year [---] +32%
Followers: [-----] #
- [--] Week [-----] no change
- [--] Month [-----] +2.40%
- [--] Months [-----] +29%
- [--] Year [-----] +69%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries cryptocurrencies travel destinations currencies gaming technology brands financial services us election
Social topic influence $glng, $ftai #13, $ardx #6, debt, in the, $root, $fip, investment, gas, strong
Top accounts mentioned or mentioned by @arrangray9 @cnbc @sullycnbc @bjmtweets @andycyau @junkbondinvest @nickalobeultra @cryptobiotech @gardinerisland @sticksand1 @snowcapresearch @fundstrat @bp @jimcramer @pharmdca @stockmarketnerd @potus @altcap @muddywatersre @nicktimiraos
Top assets mentioned Golar LNG Ltd (GLNG) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) The Root Network (ROOT) Morgan Stanley (MS) ENLINK MIDSTREAM, LLC (ENLC) Deutsche Bank Aktiengesellschaft (DB) Carvana Co. (CVNA) TransDigm Group, Inc. (TDG) Heima (HEI) Edu3Labs (NFE) Lemonade, Inc. (LMND) YPF Sociedad Anonima (YPF) Transportadora de Gas del Sur S.A. ADS (TGS) Citigroup Inc (C) BlackRock Inc (BLK) General Electric Company (GE) "StandardAero, Inc. (SARO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Cheniere Energy, Inc. (LNG) Magellan Midstream Partners, LP. (MMP)
Top Social Posts
Top posts by engagements in the last [--] hours
"@GLNG Hired European Banks to refi the $390mm CVT debt due in 1Q [----] - should be easy refi with current market dynamics and LIFT big hurdle to stock price"
X Link 2021-09-30T13:29Z [----] followers, [--] engagements
"$GLNG - REMINDER Market cap $1.37B and underlying biz V STRONG As of August [--] had $1billion of Cash and Public securities As of Sept. [--] slide deck they said EBITDA could grow to $589mm from $190 LTM by start 2024"
X Link 2021-09-30T13:29Z [----] followers, [--] engagements
"$GLNG owns 18.6mm shares of $NFE. NFE up 57% from [--] to [--] and GLNG up 5%.DO THE MATH @23 = 428mm or [---] pts to GLNG @30 = 558mm or [----] pts @35 = 651mm or [----] pts @40 = 744mm or [----] pts @45 = 837mm or [----] pts"
X Link 2021-10-11T15:38Z [----] followers, [--] engagements
"$GLNG.Golar will be re-rated by most wall street firms next week. We already had [--] firms. B Riley from [----] to [--] per share --- 66% upside Jeffries from [--] to [--] per share -- 31% upside I expect Stifel BofA and Citigroup to really get it going"
X Link 2022-02-25T19:57Z [----] followers, [--] engagements
"@USRoute41 Take a look at EIPCX.been involved for about 1yr and still love it. I think one of the "cleanest" ways to play commods.let me know your thoughts please or if u have something else u like"
X Link 2022-03-01T21:25Z [----] followers, [--] engagements
"$GLNG has had a great run.just the beginning TTF just traded at [---] We are indexed to Brent and TTF We own 18.6mm of $NFE We own 33% $CoolCo -LNG shipper We own 25% $Avenir -Small LNG shipper We have 20yr contract w/ BP worth $3.02B of EBITDA kicks in next yr Plus 260mm Cash"
X Link 2022-03-04T15:18Z [----] followers, [--] engagements
"My LNG stocks - Focus on the fundamentals. Demand far outstrips supply. These names will cash flow like crazy. The global supply picture has changed. Politicians are IDIOTS. Earnings soon so WE ARE GOING HIGHER $GLNG $NFE $LNG $FLNG"
X Link 2022-04-11T20:47Z [----] followers, [--] engagements
"@PollockJaxon @InfoSecZ @TimmerFidelity I'm long EAPCX too. Did we just go EX divvy"
X Link 2022-12-21T18:16Z [----] followers, [--] engagements
"$FTAI.This is why the stock is moving. $LUV said it's looking to use PMA parts in its engines and $FTAI is the only known provider of GE-56 engine PMAs. With a fleet of [---] aircraft $LUV would be a great partner and help push toward that $500mm EBITDA estimate from the company"
X Link 2023-02-10T20:30Z [----] followers, [---] engagements
"$ENLC vs $MMP.$MMP $1.56B EBITDA acquired for 12X EV/EBITDA -oil gas and NGLs w/ NO PERMIAN and $ENLC 1.32B EBITDA trades at 7.87X EV/EBITDA same rev mix but with Permian. LASTLY and very importantly $ENLC has growing Carbon Capture Biz that sets the stage for our future"
X Link 2023-05-15T22:05Z [---] followers, [--] engagements
"$ENLC vs $MMP.at 12x EV/EBITDA (Magellan takeout Multiple) Enlink Midstream is worth $21 a share"
X Link 2023-05-15T22:05Z [----] followers, [---] engagements
"POUNDING THE TABLE ON $ENLC $MMP just bought by $OKE for 18.8B or 12x EV/EBITDA and does 1.56B of EBOIDA and $ENLC trades for 7.87X EV/EBITDA with 1.35B of EBITDA. Buying back stock and PFD paying a nice dividend and generating 250mm FCF and a Growing Carbon capture business $ENLC Loving this stock even more based on $XOM news flow. 1.35B of EBITDA 250mm FCF After Distrib. 3.4x Levered 25yr Carbon Transport deal w/ $XOM 30% of biz is Permian and growing Company buying back Stock & Pfd CHEAP Morgan Stanley Px target $18 $ENLC Loving this stock even more based on $XOM news flow. 1.35B of EBITDA"
X Link 2023-05-17T19:09Z [----] followers, [---] engagements
"$BAC Throws the towel in on bearishness. BofA strategists lifted year-end S&P [---] price target to [----] from the prior [----] to reflect updated target models. BofAs bear-case scenario now sees the S&P [---] trading no lower than [----] while the bull-case calls for [----]. @fundstrat"
X Link 2023-05-22T13:28Z [---] followers, [--] engagements
"$GLNG can pay 51% of the $371M raised from the $CLCO divestment as a one-off AND they can use 50% of last FY net income which was $787mm. 189mm + 353mm = 582mm and Mkt Cap is 2.36B PLEASE DO THE MATH $GLNG NEWS ALERT Approved amendment to Golars unsecured bonds $GLNG NEWS ALERT Approved amendment to Golars unsecured bonds"
X Link 2023-05-25T13:10Z [----] followers, 11.9K engagements
"$GLNG -2/5 -Gimi-Slight delay sale away but 1st feed gas UNCHANGED -Sold Gandria & acquired Golar Fuji-newer bigger more efficient vessel and can build $600/ton -Hilli-moving & recontract in '26 generates 1BN revenues and $550mm EBITDA (Final by mid [--] latest for Logistics)"
X Link 2023-05-31T16:50Z [----] followers, [----] engagements
"$GLNG - 3/5 -NEW MARK II FLNG FID- at today's gas $$ can generate 5$/MMBTU Tolling fee which equates to $875mm EBITDA -Signed 5yr MOU w/ NNPC- Nigeri gas for new FLNG project development -Advanced discussion w/ [--] Gas Providers (3 west Africa and [--] South Amer) for new FLNG project"
X Link 2023-05-31T16:50Z [----] followers, [----] engagements
"Love all these Twitter perma-bears who have been posting "i'm selling rips" "time to get short" "market is overheated" "Tepper is short" "things are extended" "rates going higher" "storm clouds brewing" etc etc. YTD Main Account +23% IRA +127% (tech and biotech) Kids Accts +31%"
X Link 2023-07-12T17:31Z [---] followers, [---] engagements
"$ENLC vs $DEN ENLC trades at 7.87X EV/EBITDA -Enlink has [-----] miles of Pipeline -Enlink has 25yr Carbon Capture deal w/ $XOM for 10Mtpa. -Enlink is negotiating with $RYDAF $OXY $COP $TALO for additional 20Mtpa of CO2 Buying back stock and pays 4.6% Dividend"
X Link 2023-07-13T13:33Z [----] followers, [---] engagements
"@SheDrills have you spent any time looking at $ENLC Seems v attractive vs $DEN as well as $MMP deal w/ ONEOK"
X Link 2023-07-13T13:39Z [----] followers, [---] engagements
"@junkbondinvest U have anything credible to read on the Junk Bond Maturity Wall that Bberg wrote about today"
X Link 2023-07-14T12:46Z [----] followers, [--] engagements
"@aliragih Good afternoon. I'm doing some DD on this name and think it seems v cheap. Do you happen to know who Encore top two customers are"
X Link 2023-07-24T17:17Z [----] followers, [--] engagements
"@CNBC Please make a note- Jim Bianco calling for "a high 4% [--] year UST and NO cuts in the 1H 2024""
X Link 2023-07-25T21:50Z [----] followers, [--] engagements
"@junkbondinvest Not what I said. But you said all credit mgrs market at par. Blackstone Oaktree Ares Blue Owl Eagle Point Pimco Angelo Gordon and EVERY OTHER PRIVATE CREDIT MGR all marked to market and currently marked at discount"
X Link 2023-08-24T19:30Z [---] followers, [---] engagements
"$GLNG "The deal contemplated using Golar's Hilli vessel after the end of its Cameroon contract in mid-2016"
X Link 2023-08-30T17:14Z [--] followers, [----] engagements
"$FIP 4/6 REPAUNO- Port and Rail- [----] acre deepwater port and logistics in Philly liquid storage and warehouse S/ do 15mm EBITDA worth 10X = 150mm. Long term contracts and phase two buildout upside"
X Link 2023-09-01T17:19Z [---] followers, [--] engagements
"Hoping @MKKyari and the mgmt of @nnpclimited don't let Golar's Hlili slip away and are smart enough to sign a long term contract so the provisioning work can begin"
X Link 2023-09-01T17:35Z [---] followers, [--] engagements
"$GLNG - Stifel notes from Gastech -Gimi has a sail away date expected on October 9th with a 57-day voyage to the location offshore in Mauritania & Senegal -W/ respect to a new contract on the Hilli mgmt continues to believe they will have something definitive by end of the year"
X Link 2023-09-11T22:00Z [---] followers, [----] engagements
"$GLNG- As Oil and Gas rallies please remember Hilli's economics- No additional costs -Unwound Cal23 / Cal24 Hedges- open for '24-26 -TTF sensitivity every $1/MMBtu for 2024-26 = $3.2mm annually -Brent sensitivity '23-26 $1/bbl = $2.7mm annually"
X Link 2023-09-14T21:43Z [---] followers, [---] engagements
"$GLNG - TWO WEEKS Gimi sailing away to connect & begin @bp_plc 20yr take or pay contract = $215mm annual EBITDA ($150mm to GLNG) at 90% capacity w/ Upside Once revs start (Dec 11) after [--] day voyage they'll Refi Gimi debt & unlock 350mm of CASH- to fund Dividends / buybacks"
X Link 2023-09-25T17:28Z [---] followers, [----] engagements
"Dutch TTF looks like a coiled spring to me right here. Last year spiked over $325 and now sitting at $41.5 as we head into fall / winter season. Thank goodness $GLNG is mostly unhedged"
X Link 2023-09-28T12:35Z [---] followers, [---] engagements
"Funny I don't hear @CNBC breathlessly talking about $ARM $CART $KVYO"
X Link 2023-10-03T14:30Z [----] followers, [---] engagements
"@DividendMaster agree and thats why."Retail brokers are paid $0.0456365 per preferred unit for consents delivered""
X Link 2023-10-05T19:03Z [---] followers, [--] engagements
"$ENLC Still one of my top holdings Stock is Unchanged since June [--] although company is Killing it. -Total Enterprise value - 10.3B to 10.83B -Leverage from 3.8x to 3.35X- paid down full Revolver - Buy back 200mm plus of Units this year - Buy Back Sr Pfd units - Upgraded to IG"
X Link 2023-10-06T15:59Z [---] followers, [---] engagements
"Sail away is set for Monday from Singapore- [--] years in the making. When US markets open we s/ see the Press Release and are a short [--] days away from the @BP Cash Flow starting Going to $30+ next [--] months"
X Link 2023-10-06T16:15Z [---] followers, [---] engagements
"@NickalobeUltra The Golar Gimi left her home of nearly [--] years "early last week" and is completing final deep water tests before sailing under its own power with a single tug escort to BP's Greater Tortue Ahmeyim project on the border of Mauritania & Senegal"
X Link 2023-10-10T17:55Z [---] followers, [---] engagements
"@NickalobeUltra They aren't going to PR every move but my guess is when they send the official legal "Notice to Connect" to BP once they are within boundary they will have to Press Release that from a legal perspective. Been years so a dew days won't matter much"
X Link 2023-10-10T18:16Z [---] followers, [--] engagements
"@SPdx35 We will get 35mm payment this week or next and we also have weekly visibility on Ibsrela scripts from Symphony and IQVIA so know the drug has great traction / growth rates. Average revs $1.9mm a week over last 4weeks and s/ end the year at $2.6mm+ per week"
X Link 2023-10-11T19:44Z [---] followers, [---] engagements
"$GLNG - Tor Olav Troim's Golar LNG zeroes in on shipyard for FLNG vessel conversion"
X Link 2023-10-13T13:44Z [---] followers, [---] engagements
"$CEQP 9.25% PFD- Reminder votes on the Consent are due Tomorrow 10/17/23 at 5pm ET Call D.F. King at 212.269.5550 or US toll free at 800.290.6424 or ceqp@dfking.com for more information http://CEQP.PR http://CEQP.PR"
X Link 2023-10-16T17:19Z [----] followers, [---] engagements
"$ARDX Non Dilutive Debt Funding Terms Read paragraph 4"
X Link 2023-10-17T23:48Z [---] followers, [----] engagements
"$ARDX XPHOZAH revenue ramp -550k Patients w/ 80% seeking alternate treatments = 440K patients -assume 30% uptake (well below the 80% in survey who want new RX) = 132K patients -If we assume same pricing ar ISBRELA at $1080/month = $143mm or $1.7B annual sales"
X Link 2023-10-18T13:01Z [---] followers, 15.9K engagements
"@fichgarciapinto @crypto_biotech My [--] cents - "day traders play for short term gains" institutions update work post call make more calls to revise models & then go to committee before BUYING sell side does same but then sends to compliance for approval to PUBLISH. So net net this is all a clownshow & oppty"
X Link 2023-10-18T14:01Z [---] followers, [--] engagements
"$ARDX Strong weekly IBSRELA prescriptions numbers NRx- New weekly scripts = [---] (new high) RRx- Weekly Refill scripts = [----] (new high) TRx- Total weekly scripts = [----] (new high) At $1084 per script we crossed $2MM in weekly revs.$2116884 My model shows us Exiting [----] at $ [-------] / week"
X Link 2023-10-20T14:17Z [---] followers, [----] engagements
"$ARDX Analysts UPGRADES -Piper Sandler- Buy Price Target $12 I have not read report -Citigroup - Buy Price target $7 I have not read report -Ladenburg Thalmann- Buy Price Target $10.50. XPHOZAH commercial preparations are underway to support a 4Q23 potential launch. Ardelyx plans to launch XPHOZAH with a commercial team of approximately [--] reps. Importantly XPHOZAH is already well recognized by the nephrology community which should aid in its adoption -Wedbush- Buy Price Target: $9.00 Recent market research data continues to demonstrate strong physician awareness of Xphozah ahead of the"
X Link 2023-10-22T19:16Z [---] followers, [----] engagements
"$ARDX Weekly IBSRELA Rx Numbers for w/e 10/20 NRx- New scripts = [---] (new high) RRx- Refill scripts = [----] (new high) TRx- Total scripts = [----] (new high) At $1084 per script that's $2150656 weekly revs"
X Link 2023-10-27T14:36Z [---] followers, [---] engagements
"@SullyCNBC @jimcramer @CNBC Remember when I said a month ago.NO ONE CARES ABOUT THE ACTORS / WRITERS STRIKE. I speak for ALL Americans when I reiterate that sentiment"
X Link 2023-11-07T14:48Z [---] followers, [--] engagements
"@fundstrat Likes $CRM and he's been on a tear so you better listen up Salesforce This weeks technical breakout of CRMs four-month downtrend is quite constructive technically and should allow for additional upside progress to targets near $228 and eventually to $238 near July [----] peaks. CRMs recovery from late [----] has been a work in progress and its peak this past July occurred right near a key 61.8% Fibonacci area of resistance. However CRM remains one of the strongest names within Software and this weeks technical improvement looks likely to help CRM show a pickup in relative strength in"
X Link 2023-11-15T13:09Z [---] followers, [--] engagements
"$GLNG - Earnings call Notes -Gimi- Golar will receive "daily commissioning payments subsequent to the connection date or alternatively provided Golar is ready a standby day rate until commissioning starts Refi Gimi project debt- can do during pre-commissioning stage and will be cash-out for Golar -Hilli- Only FLNG capacity available on the planet for [----]. Detailed commercial discussions for [--] different re-contracting opportunities with full capacity and better economics. Karl says "it is becoming a very competitive process for the [--] parties and that is working in Golar favor" -Fuji 3.5mtpa"
X Link 2023-11-21T14:25Z [---] followers, [----] engagements
"$GLNG $LNG $NFE EIG Global Energy Partners Expects New "Multi- Billion"LNG Acquisition Within Months https://www.msn.com/en-us/money/markets/eig-global-energy-partners-expects-new-lng-acquisition-within-months/ar-AA1kL78t https://www.msn.com/en-us/money/markets/eig-global-energy-partners-expects-new-lng-acquisition-within-months/ar-AA1kL78t"
X Link 2023-11-30T15:50Z [----] followers, [----] engagements
"$GLNG - Gimi update. Ship safely arrived in Port Lucia on Mauritius & is refueling. She will then continue around the Cape of Good Hope and will send a notice to connect to BP once on the project is boundary"
X Link 2023-12-06T14:32Z [---] followers, [----] engagements
"Can anyone explain why $AMZN is not participating in this rally"
X Link 2023-12-14T17:25Z [---] followers, [---] engagements
"$FTAI - All TIME HIGH $45.735 I expect this stock to quickly get rerated by most Wall Street firms and have a great 1Q [--]. As reminder: Benchmark - Px target $45 and Blue Sky $100 Citi- Px target $50 Bull Case $61 JMP Securities - Px target $46 Deutsche Bank - Px target $45 Raymond James- Px target $44 Bull case $50 Near term catalysts- Insurance $$ from Russia / Ukraine war - $200mm Sell non core shipping assets - $150mm PMA approval - waiting on [--] FAA approvals any day now"
X Link 2023-12-19T15:33Z [---] followers, [---] engagements
"$GLNG- Added to position AGAIN last few days. Also added January Call Options -Stock has lagged this rally (flat [--] months down 5% [--] months flat [--] month) -Barons Top [--] for '24 is very energy heavy and most analysts very positive energy for next year -Private Equity has 1.3T to invest & will get aggressive in [----] COMPANY IS AT MAJOR INFLECTION POINT -GIMI will be at Namibia by 12/24 and then at BP's GTA by mid January. (This contracftual CF will add to PE desire for Buyout) - Hilli and new FLNG both could happen by end 1H [----] adding $10-12 / share LASTLY.I SEE NO DOWNSIDE FROM $21.75"
X Link 2023-12-19T16:02Z [---] followers, [----] engagements
"$GLNg. Gimi successfully refueled and is on the way to the BP hook-up and GTA. Estimated arrival date shows Jan [--] $GLNG GIMI almost at the Cape of Good Hope. - I think after it refuels in Namibia it will send official Notice to Connect to BP then the fun begins https://t.co/sdjcELawhT $GLNG GIMI almost at the Cape of Good Hope. - I think after it refuels in Namibia it will send official Notice to Connect to BP then the fun begins https://t.co/sdjcELawhT"
X Link 2023-12-26T13:21Z [---] followers, [----] engagements
"@BankingIp No. Was set to arrive Christmas Eve and take a day or so to refuel"
X Link 2023-12-26T13:44Z [---] followers, [---] engagements
"@BankingIp They have publicly stated Dividends and buybacks will be funded with Operating Cash Flow so yes as that grows with GIMI I full expect the dividend to grow also"
X Link 2023-12-26T13:48Z [---] followers, [---] engagements
"$GLNG GIMI days away from the BP terminal"
X Link 2024-01-08T12:54Z [---] followers, [----] engagements
"$ARDX - HUGE NEW INFORMATION -At the start of the presentation CEO Mike Raab mysteriously stated "theres an opportunity for an additional indicated use of XPHOZAH which will be discussed during the next upcoming earnings report and Conf Call Im betting the next indication he is going after is Cardiovascular Disease. Long term shareholders probably remember this study and subsequent work from 2021"
X Link 2024-01-09T01:23Z [---] followers, [----] engagements
"No. They took much more certainty w/ BP counterparty contract and had to give up most of the spot upside. Hilli contract has massive spot upside but unfortunately Perenco is only using 50% of the capacity due to gas condensate. Also Hilli is the ONLY available ship to be contracted on the planet for the next [--] years so lot of negotating power"
X Link 2024-01-10T21:04Z [---] followers, [---] engagements
"@northherofx what will it mean for markets.please be specific"
X Link 2024-01-11T20:33Z [---] followers, [--] engagements
"Questioned about "FCF conversion and the taking contract renewals for granted by @aseoane123 so will share. -In [----] 450mm EBITDA generates PTI of $345mm and Net Income of 275mm. Gimi has been a cost center for [--] years but at the field now and spot upside at Hilli converts $1:$1 to FCF. So amazing economics -Recharter Golar owns the worlds largest FLNG capacity and is the only provider as a service. (ENI Shell Petronas all liquefy their own gas and NFE liquifies its downstream portfolio) There are no other FLNGs on planet earthNOT ONE that is available for lease before [----] except Hilli."
X Link 2024-01-28T16:02Z [---] followers, [----] engagements
"@FranMerino19 @aseoane123 YES IT DOES FRAN.yes it does"
X Link 2024-01-28T16:38Z [---] followers, [--] engagements
"@RealMattMoney @SeekingAlpha with 300MM+ cash on balance sheet and pulling forward end of February Earnings Release in order to do a 275mm drive by CVT w/ capped call.I highly suspect they are making an acquisition. If not why do this deal now"
X Link 2024-02-01T13:37Z [---] followers, [---] engagements
"$FTAI - "Boeing's inability to get things right will continue to ripple through the $500 billion aircraft industry. The best bets may be the "aftermarket" players like FTAI Aviation which sell spare parts provide maintenance and benefit as more airlines are forced to use older planes"
X Link 2024-02-02T13:12Z [---] followers, [---] engagements
"$FTAI -BEAT- EPS came in at $1.09 vs Consensus of .46 Q4 runrate EBITDA $705mm Services up 115% vs '22 - Leasing up 23% vs '22 Bought $229mm assets- [--] on lease and [--] off lease (this is great news b/c leasing rates are flying due to tightness and now assets are at 77% utilization) Sold [--] modules in 4Q for [---] total for '23 HUGE Added V2500 engine to MRE program which will add future growth (CFM went from [--] to 55mm Qtr EBITDA in [--] years) All of his before PMA approvals from the FAA so there is still major upside Citi raised to $64.5 Deutsche raised to $65 BTIG raised to $65"
X Link 2024-02-23T14:01Z [----] followers, [---] engagements
"$FTAI Morgan Stanley raises to $70 "FTAI remains early in its journey and recent developments in module growth and the V2500 MRE program provide further reasons to get excited about FTAIs future growth potential. We maintain our Overweight rating and increase our PT to $70 from $58""
X Link 2024-02-27T18:16Z [---] followers, [---] engagements
"@harvard_homeboy Not concerned. Normal course of biz. Hilli has massive Brent and Gas upside above the base rate so they hedge and unhedge when they believe warranted"
X Link 2024-02-29T18:17Z [---] followers, [---] engagements
"$GLNG- As Oil and Gas rallies remember Hilli's additional economics at ZERO COSTS -TTF sensitivity for every $1 change = addtl. $3.2mm annually. TTF 36% off recent lows -Brent sensitivity for every $1 = addtl. $2.7mm annually. Oil 26% off recent lows"
X Link 2024-04-12T15:26Z [---] followers, [----] engagements
"Correct we don't know where Hilli is going after July [--] but they have a contract IN HAND that will pay them the increased cash flow I mentioned Petronas 3rd FLNG = NO that's 100% wrong. It is ALREADY SPOKEN FOR and has been mentioned by them on numerous calls. Details: The vessel will be stationed near Sipitang Oil and Gas Industrial Park in Sabah East Malaysia. The plant will serve as an alternative outlet for natural gas production from Kebabangan cluster owned by Shell PLC ConocoPhillips East Malaysia Ltd. and Petronas. Petronas Executive Vice President and Chief Executive Officer of Gas"
X Link 2024-04-12T17:57Z [---] followers, [---] engagements
"$GE stock up 7% after raising FY guidance. "The company has been benefiting from a surge in demand for after-market services as a strong rebound in travel and a shortage of aircraft due to production and engine issues has forced carriers to keep older jets in the air for longer" Hmmmmmm.who else could be benefitting from this tailwind Maybe they should just buy $FTAI"
X Link 2024-04-23T17:11Z [---] followers, [---] engagements
"and then $HTZ https://www.bloomberg.com/news/articles/2024-04-25/hertz-reports-392-million-loss-as-it-unwinds-tesla-fleet-burden Not #inflation 👇 https://www.bloomberg.com/news/articles/2024-04-25/hertz-reports-392-million-loss-as-it-unwinds-tesla-fleet-burden Not #inflation 👇"
X Link 2024-04-26T13:04Z [---] followers, [---] engagements
"$FTAI - call notes -Module swaps for FY '24 guided to 250-300 from [---] (completed [--] in 1Q) -LATAM deal- "will be a needle mover when it ramps up and very stable" -PMA."we are making very good progress" -Series A & B Pfd-"our plan is to call / refi them later this year when the FRN period begins" -Insurance $$- "we'll get $75mm in the middle of '24 and another $75 in the middle of next yr" -Dividend - paying 36th consecutive dividend "We will discuss raising the dividend later this year as CF ramps" -Investor base- "when 13Fs are filed you will see some NEW NAMES who have been accumulating""
X Link 2024-04-26T13:20Z [---] followers, [---] engagements
"$FTAI Morgan Stanley Note Today Base CASE $85 and Bull Case $118 -We arrive at a bull case valuation of $118 based upon 2025E EBITDA of $969mm and an EV/2025 EBITDA multiple of 15.4x -We forecast revenue CAGR (2022A-2025E) of 35% and EBITDA CAGR of 31%. Further we assume 20% of factory modules are inclusive of PMA parts in 2025"
X Link 2024-05-01T12:40Z [---] followers, [---] engagements
"$FTAI RBC picks up coverage. Base case $85 with Upside to $120"
X Link 2024-05-03T14:36Z [---] followers, [---] engagements
"$ARDX .Should be approaching 300mm revs by Y/E IBSRELA s/ do $155mm XPHOZAH s/ do $145mm Exit run-rate will be 420mm (47mm & 58mm) Stock is cheap"
X Link 2024-05-03T18:28Z [---] followers, 13.7K engagements
"@kev_burn It is .6 billion Yen which is [---] million yen which at the current exchange rate is $3897567 Remember I am just facts truth for a reason"
X Link 2024-05-16T23:56Z [----] followers, [--] engagements
"$ROOT- Sharing more thoughts $PGR is the big dog in telematics but they do P&C also. ----19B premiums vs ROOT 1.32B so 14.3x bigger ----4.2B cash flow vs 240mm so 17.5X bigger ----122B market cap vs 700mm or 170x bigger. ROOT has turned the corner and s/ have at least a 2B market cap $LMND is a small P&C guy so maybe better comp ----748mm premiums written so 40% smaller than ROOT ----Cash Balance of 200mm v 428mm so 55% less ---- Still burning cash vs ROOT +240mm ----LMND market cap is 1.3B so 2x bigger ROOT has turned the corner and s/ have at least a 2B market cap $ROOT is speculative but"
X Link 2024-05-17T21:28Z [----] followers, [---] engagements
"$ARDX - SR headline is a bit interesting but unless she's taking XPHOZAH and IBSRELA with her this is a buying oppty. The salesforce of [---] and [--] are staying and X & I have major momentum. Know what you own. Could this be as simple as a pay dispute"
X Link 2024-05-24T13:53Z [----] followers, [----] engagements
"@ystrdys On May [--] [----] Susan Rodriguez and Ardelyx Inc. (the Company) mutually determined that Ms. Rodriguez would resign as the Companys Chief Commercial Officer. To support the transition Ms. Rodriguez will remain in an advisory role to the Company through the end of 2024"
X Link 2024-05-24T19:03Z [----] followers, [---] engagements
"@mattrw25 @Pharmdca On May [--] [----] Susan Rodriguez and Ardelyx Inc. (the Company) mutually determined that Ms. Rodriguez would resign as the Companys Chief Commercial Officer. To support the transition Ms. Rodriguez will remain in an advisory role to the Company through the end of 2024"
X Link 2024-05-24T19:04Z [----] followers, [---] engagements
"$FTAI - Compass Point - Mgmt agreement buyout is POSITIVE & ACCRETIVE- Increase price target 9% from $88 to $96 They estimate 30mm annual fee rises to 50mm in '24 70mm in '25 and $90mm in '26 then additional 15mm per year thereafter. Cash payback of 3-5yrs on total 307mm transaction value"
X Link 2024-05-28T13:28Z [----] followers, [---] engagements
"@iampeterkent yes i'm expecting a tick up in SG&A offset some by the launch costs for X going away. Also share based comp s/ drift lower and R&D s/ drift lower"
X Link 2024-06-07T20:12Z [----] followers, [---] engagements
"$GLNG-With "some" negotiating power Trident - Nkossa and Nsoko II NNPC - Nigeria YPF SA - Vaca Muerta Kosmos - Yakkar-Teranga Perenco - Kribi Cameroon ------------------------------------ Equatorial Guinea - Fortuna BP - phase two at GTA"
X Link 2024-06-11T13:35Z [----] followers, [----] engagements
"$PGR is the big dog in telematics but they do P&C also. ----19B premiums vs ROOT 1.32B so 14.3x bigger ----4.2B cash flow vs 240mm so 17.5X bigger ----122B market cap vs 700mm or 170x bigger. ROOT has turned the corner and s/ have at least a 2B market cap $LMND is a small P&C guy so maybe better comp ----748mm premiums written so 40% smaller than ROOT ----Cash Balance of 200mm v 428mm so 55% less ---- Still burning cash vs ROOT +240mm ----LMND market cap is 1.3B so 2x bigger ROOT has turned the corner and s/ have at least a 2B market cap $ROOT is speculative but could be a very good one."
X Link 2024-06-12T22:06Z [----] followers, [---] engagements
"$FTAI - Morgan Stanley Report 6/13/24 In our view the market is underestimating the positive financial impact of recently announced deals. We reiterate our overweight rating as a risk reward skews positive. Our updated PT of $105 is street high. Increase PT to $105 from $85 as we factor in incremental V2500 MRE growth and update our valuation methodology. Increase 2024-2026 adjusted EBITDA estimates by 3% 10% and 10% respectively. We see a Bull case of $155 and a bear case of $71 providing positive skew of 5:1"
X Link 2024-06-13T12:35Z [----] followers, [---] engagements
"$GLNG / Perenco -Debevoise & Plimpton LLP is advising Perenco in an approximately $250 million investment in Golar LNG Limited (NASDAQ: GLNG) by its investment affiliate Naria Inc. -The Debevoise team advising Perenco is led by partners Geoffrey Burgessand Nicholas Pellicani https://www.debevoise.com/ https://www.debevoise.com/"
X Link 2024-06-17T22:10Z [----] followers, 12.5K engagements
"$GLNG Interesting observation. How exactly did Perenco buy a call option for 5.5mm shares on GLNG to be exercised over the next [--] days Struck at what price Who will backfill the shares I'm assuming a Deriv desk wrote the option so they have to get liquidity from the market with the avg daily volume of 1.1mm shares 3.5mm shares sold short top [--] holders own 50% of shares and the company also has a $75mm share buyback. Oh and by the way DB and Stifel think the company is very close to announcing a Hilli deal and a MKII deal that would be very impactful"
X Link 2024-06-18T17:15Z [----] followers, [----] engagements
"@Wattwurm73 Yes that is what i stated. Only thing we know is 5.5mm shares and will settle in next [--] days"
X Link 2024-06-18T18:44Z [----] followers, [---] engagements
"When the market creates a buying oppty you should capitalize. - $ARDX - weekly scripts for Xphozah are running 80% ahead of 1Q weekly average. -Ibsrela- Sales force doubling s/be complete so growth should be strong for rest of [--] as they attack HCPs. - Approval by Chinas Center for Drug Evaluation is expected by the end of [----] and that is a large market"
X Link 2024-06-19T14:28Z [----] followers, [----] engagements
"$BA- Short. Next washout takes it below $150"
X Link 2024-06-20T13:38Z [----] followers, [---] engagements
"@harvard_homeboy Yes.very possible.but it has to settle in the next few weeks in ACTUAL shares totalling 5.5mm right Where is the bank getting those shares from and at what price"
X Link 2024-06-20T14:40Z [----] followers, [---] engagements
"@Wattwurm73 Agree.But based on the company's color i think that this is a very recent trade. They bought the 4.7mm and was reporting it then entered into option trade with bank to lock in balance at time of SEC filing"
X Link 2024-06-20T15:20Z [----] followers, [---] engagements
"Nooooo. Please reread the may 13th post below. "XPHOZAH 2Q avg TRx through [--] weeks [---] (+54%) and last week it was [---] (+96% vs 1Q avg)""
X Link 2024-06-20T16:10Z [----] followers, [---] engagements
"$GLNG - Buy $55 Stifel -SOTP Summary Hilli currently. The Hilli is currently operating at basically half capacity in Cameroon with a contract that expires in July [----]. We estimate that it generates $150 million in tolling EBITDA a year. In addition there is an oil-linked contract that for every $1 above $60/bbl GLNG makes $2.7 million annually. The TTF-linked contract is $3.2 million annually for every $1/mmbtu of TTF. Combined is $200 million of undiscounted cash flow at current commodity forward curves. Discounting that back at 10% for the tolling cash flow and 12% for the commodity"
X Link 2024-06-24T12:25Z [----] followers, 10.8K engagements
"May [--] Fortress buyout announced and stock was $83.now $97.5 $FTAI - Great news. Stock s/ be up 5% See you at $90 $FTAI - Great news. Stock s/ be up 5% See you at $90"
X Link 2024-06-25T15:55Z [----] followers, [----] engagements
"$ROOT - Jeffries Report after 1Q24 Results: Strong Broad Beat; Taking Up Ests and PT Reiterate Buy Price target $103 w/ Upside target $173 -We raise ests on a higher revenue base greater fee income and op. leverage. This qtr's positive adj. EBITDA is a profitability milestone. -The company ended 1Q24 with unencumbered capital of $483mn -Management reiterated its focus on reaching profitability with existing capital -We have removed the $100mn equity raise we had previously built into our [----] estimates and we also assume that the company will repay $100mn of its $300mn term loan. Jeffries"
X Link 2024-06-27T15:52Z [----] followers, [---] engagements
"$ROOT- Resharing my thoughts on why $Root should have at least a $2B market cap $PGR is the big dog in telematics ----19B premiums vs ROOT 1.32B so 14.3x bigger ----4.2B cash flow vs 240mm so 17.5X bigger ----122B market cap vs 600mm or 200x bigger $LMND -maybe better comp ----748mm premiums written so 40% smaller than ROOT ----Cash Balance of 200mm v Root's 428mm so 55% less ---- Still burning cash vs ROOT FCF expected +240mm ----LMND market cap is 1.2B so 2x bigger $ROOT was very speculative but after three great Qtrs in a row I feel they have turned the corner"
X Link 2024-06-27T16:02Z [----] followers, [----] engagements
"@meputzke20 @crypto_biotech @IFTF6 No one knows but.Simple and non-controversial bills with strong bipartisan support are usually scheduled for a vote on the House floor soon after being reported out of committee - 4-8 weeks from June 11th is my guess"
X Link 2024-06-27T19:33Z [----] followers, [---] engagements
"@junkbondinvest CS Lev Loan Index +0.91% CLO Equity +1.64%"
X Link 2024-06-28T12:28Z [----] followers, [---] engagements
"$GLNG -YPF can now keep more economics to potentially incentive its FLNG partners to come on board "YPF is working on the LNG project with Malaysia's Petronas as joint partners. They will have a 50% share of the total exports while the other participating gas producers will have the other 50% CEO Horacio Marn has said adding that the first step is to install a floating terminal to export [--] million cu m/d starting in [----] or [----] https://www.spglobal.com/commodityinsights/en/market-insights/latest-news/natural-gas/062824-argentina-approves-incentives-for-large-oil-gas-infrastructure-projects"
X Link 2024-06-30T00:42Z [----] followers, 13.9K engagements
"$ARDX - Few things to note - Wall street equity analysts are much less impressive vs when I retired years ago. - This is a confusing decision but think Raab is trying to force a passage of the HR5074 by "showing real world problems" with the CMS bundling process and a one size fits all approach for a very complicated Renal Treatment process. Bipartisan bill large minority focus cost neutral for taxpayers.I'm a buyer"
X Link 2024-07-02T13:34Z [----] followers, 12.5K engagements
"$ROOT Analyst Targets Jeffries BUY $90 JMP BUY $90 KBW BUY $80 Wells Fargo BUY $78 Only a matter of time $ROOT Auto Insurance Q1 2024Highlights - Generated positive operating income of $5 million - Positive adjusted EBITDA of $15 million - Policies-in-force grew 101% to [------] - Gross premiums written increased 146% to $331 million - Gross premiums earned increased 111% to $ROOT Auto Insurance Q1 2024Highlights - Generated positive operating income of $5 million - Positive adjusted EBITDA of $15 million - Policies-in-force grew 101% to [------] - Gross premiums written increased 146% to $331"
X Link 2024-07-03T14:16Z [----] followers, [----] engagements
"$ECC - Pays .16 cents monthly for a 19.03% yield at $10.09 CLO's are comprised of 1st Lien Sr Secured Lev. Loans Default Risk extremely low. New issuance refis extremely high. Both very very good for CLO's Golden Age oF Corp Credit @junkbondinvest"
X Link 2024-07-03T15:31Z [----] followers, [---] engagements
"$GLNG Huge news PAE is 50/50 joint venture between @BP and BRIDAS and now Golar will own 10% Bridas Corporation an Argentine oil and gas company is currently co-owned by the Bulgheroni family and the China National Offshore Oil Corporation (CNOOC) each holding a 50% stake Also remember this PAE entity will have extremely favorable tax treatment due to legislation announced last week This will quickly allow Golar to put finishing touches on their next larger MKII FLNG they have already invested 350mm of equity in"
X Link 2024-07-05T12:39Z [----] followers, 12.9K engagements
"$BA another reason to be short.Stephanie Pope -29yr career at Boeing Co. with ZERO engineering credentials. Her former roles at Boeing [-----] (6 months) COO Boeing Company [-----] (6 months) CEO Global Services (24%) -2020-23 CFO Global Services -2017-20 VP / Controller Boeing Global Services (24% of total) -2012-2017 - Investor Relations -1994-2012 - Financial Analyst MBA- Lindenwood University BA- Southwest Missouri State - accounting Good luck with that"
X Link 2024-07-08T15:08Z [----] followers, [----] engagements
"$ROOT - Great slide posted by @Jaro_rogue and @joinyellowbrick I agree that renters + car insurance = powerful bundle. https://www.joinroot.com/renters-insurance-bundle/ https://www.joinroot.com/renters-insurance-bundle/"
X Link 2024-07-09T18:38Z [----] followers, [----] engagements
"$ROOT 's valuation at IPO was 7B and at IPO here were stats -In Force Policies [------] -Direct Premiums Written $600mm -Direct Premiums Earned $590mm -Operating Loss -144mm Today at $69 w/ less than $1B Valuation [----] FYE -In Force Policies [------] (13mm downloads) -Direct Premium Written $1.32B -Direct Premium Earned $ 1.15B -Operating profit +275mm Companies gain and lose momentum but the Auto Insurance Industry is in the sweet-spot with years of profitable growth ahead. ROOT went from 12x DPW to 1x and from $21K per In Force Policy to $2k. Now w/ better financials than at IPO. To put into"
X Link 2024-07-12T19:26Z [----] followers, [----] engagements
"thoughts on this Nick.Now that "political winds have shifted" solidly to Trump and a fed rate cut is "less politically positive for Biden" Powell should use today's Economic Club of Washington speech to let mkts know July is very live date for 1st cut - why wait until Sept as Goldman says"
X Link 2024-07-15T15:03Z [----] followers, [---] engagements
"@TorpedoTrading I may have missed it but have you laid out your bear thesis on Root in a podcast or post somewhere"
X Link 2024-07-16T13:58Z [----] followers, [---] engagements
"$ROOT Some thoughts on why its going MUCH HIGHER -This is an Insuretech company and many are UNDERESTIMATING the value of such. --He who has the most data in this world is KING- [--] Billion miles of driving telematics and growing every second -ROOT does all claims mgmt policy mgmt ratings underwrting pricing etc etc in-house themselves. Most large insurance cos. use 3rd party software companies to manage this for them- These are Billion $ EV Companies like.Guidewire Software Majesco Duck Creek Tech SAS Instiute Insurity and Fineos just to name a few. -ROOT is rolling out it's next gen pricing"
X Link 2024-07-16T15:44Z [----] followers, [----] engagements
"@StockMarketNerd Brad - Why not just own $ROOT. Better financials and a much better valuation than LMND and you can get the concentrated Auto exposure you want in CVNA. EBITDA posittive great momentum rolling out nex gen app etc etc"
X Link 2024-07-16T17:28Z [----] followers, [---] engagements
"@bjmtweets @StockMarketNerd Ok. Great discussion. Hopefully $LMND rallies 10% to $25 (1.8B mkt cap) and ROOT's valuation catches up so $ROOT stock worth $125 (up 55%)"
X Link 2024-07-16T19:00Z [----] followers, [---] engagements
"$KLXE Response to some DMs on why it's interesting. Two words.Financial leverage I generally like stocks w/ outsized upside potential with small biz improvements that have downside protection in an industry with tailwinds. See FIP $2-$10 (energy infrastructure) See FTAI $15-$100 (airline leasing / service) See ROOT $7-$80 (car insurance) - KLXE Float 17mm shares w/ Short Interest of 2.3mm - Avg daily Volume 119K shares - Net Debt 198mm - $87mm cash (126mm total liquidity) - Mkt cap 100mm (17mm shares at $6) - Total EV 298mm or 2.9X EBITDA Qtrly EBITDA progression 1Q '23 38.2mm (stock avg $15)"
X Link 2024-07-17T16:31Z [----] followers, [----] engagements
"$CVNA - JPM raising target bodes very well for $ROOT CVNA growth = ROOT growth and I expect analyst ratings upgrades after ROOT 2Q ER"
X Link 2024-07-19T17:29Z [----] followers, [---] engagements
"@elonmusk @DavidSacks FOR IMMEDIATE RELEASE Kamala Harris Accepts Joe Bidens Endorsement for President of the United States Washington D.C. Today Vice President Kamala Harris proudly accepts President Joe Bidens endorsement for President of the United States. As we look to what can be unburdened by what has been we recognize the significance of the passage of time. This endorsement underscores that Kamala Harris has what it takes to defeat Donald Trump and preserve our democracy. President Biden acknowledging the significance of the passage of time has highlighted the importance of what can"
X Link 2024-07-21T19:06Z [----] followers, [---] engagements
"$FIP - JMP cites $BX earnings call to raise target to $12 from $11 -Some positive read-throughs from Blackstone's 2Q24 earnings call; we reiterate our Market Outperform rating and increase our price target to $12 (from $11) -Blackstone was early to invest into Al / datacenters & currently owns $55B of datacenters (with $70B+ of potential future pipeline development) including the fastest growing datacenter in the world - QTS -Management noted it is positioning Blackstone to be "the largest financial investor in Al infrastructure in the world not to mention what will be significant investment"
X Link 2024-07-22T19:36Z [----] followers, [---] engagements
"$CVNA & $ROOT perfect together as these groups reflect ROOT's customer base as well. - Millennials dominate with 65% of Carvana's EV sales - Gen Z purchases EVs at lower price points - Nearly half of EV sales to buyers with incomes between $50-100k https://investors.carvana.com/news-releases/2024/07-23-2024-140141756 https://investors.carvana.com/news-releases/2024/07-23-2024-140141756"
X Link 2024-07-23T14:03Z [----] followers, [---] engagements
"$FTAI RBC Capital -Raising to $120 w/ Upside to $150 - We are maintaining our Outperform rating and raising our price target to $120 (from $110). We are not surprised by the positive stock reaction after the substantial guidance increase. -The company remains well positioned to benefit from ongoing supply constraints in the engine market. -Our upside scenario models better-than-expected growth in module sales and faster-than-expected PMA parts approval. We assume revenue approaches $2.4B with adj. EBITDA margins of 53% in 2026E resulting in a higher valuation of $150 for the stock"
X Link 2024-07-25T12:19Z [----] followers, [---] engagements
"$ROOT nibbled more this morning. with $CVNA up 5% and $LMND up 5% this s/ rally"
X Link 2024-07-25T15:16Z [----] followers, [---] engagements
"$FTAI Analysts upgrades post 2Q Beat and Raise Jeffries $120---$140---$190 RBC $110---$120---$150 Citi $ 99---$134 JMP $ 98---$132 Stifel $ 69---$132 DB $120---$125 TO BE UPDATED Compass Pt $118--- Benchmark $100--- MS $105--- BarCap $80--- PS - YOU HAVEN'T MISSED IT"
X Link 2024-07-29T14:32Z [----] followers, [--] engagements
"Yes agreed and if Jeffries is right this will be a $200+ stock.1B of Free Cash Flow in [----] Jeffries- "In [----] FTAI generated $325MM of FCF on this basis expected to increase to $505MM in [----] $721MM in [----] and $966MM in [----] on our estimates""
X Link 2024-07-29T14:40Z [----] followers, [---] engagements
"$FTAI - Still one of my TOP picks. I added risk since earnings. This is a NO BRAINER. I'm happy to share info and answer questions from followers Lets go"
X Link 2024-07-31T17:10Z [----] followers, [----] engagements
"$CVNA Retail units sold totaled [------] an increase of 33%. Remember they offer on the spot auto insurance to those [------] customers via their $ROOT partnership"
X Link 2024-07-31T20:33Z [----] followers, [----] engagements
"$ROOT - Adding more $41-$43 Earnings were great and on call they highlighted they will refinance their high cost debt now that prepayment period expired at end of July [--]. Should save them 15MM a year in Int Expense"
X Link 2024-08-08T13:40Z [----] followers, [----] engagements
"$KLXE Great call. Said all the right things -Focused on balance sheet refinancing and not looking at small M&A tuck-ins right now. Debt refi s/ be completed by end '24 -Revs per active rig back up to '23 levels -80-90% of the 16mm cost cuts realized in Q2 -We are taking mkt share & EXTREMELY well positioned for when activity rebounds further Should head back to recent highs"
X Link 2024-08-08T14:39Z [----] followers, [---] engagements
"$GLNG - Call completed. Notes below. -BP & PAE combined $515M/year of Adjusted EBITDA when fully operational excluding commodity exposure -GLNG Fuji $500M of Adjusted EBITDA based on terms of PAE contract -New MKII $500M of Adjusted EBITDA (new vessels id'd and inspected) Announced by 1Q25 Golar has option swap Hilli for Fuji any time by end of '24 with other FLNG contract being finalized. Current balance Sheet Debt $1.198B Cash 504mm Net 594mm Year end balance Sheet Debt $1.698 (after refi of Gimi at lower cost / +ve terms) Cash $1.224 (current plus refi plus BP pays $120MM) Net $474mm"
X Link 2024-08-15T13:11Z [----] followers, [----] engagements
"$FTAI - New street high Px target $185 w/ PMA Benchmark- -$185 PT PMA Approval. On the leasing side we apply a 9.9x EBITDA multiple to our $536M FY26 estimate (comp $AER 10x FY24 debt/EV 7x) = $25. On the Aerospace Products side we apply a 22.6x EBITDA multiple to our $735M FY26 estimate (comp $TDG 22.9x FY24 debt/EV 5.8x) = $160. We would again note our total FY26 FTAI debt/EBITDA 2.7x vs. 7x for $AER LTM and 5.8x for $TDG -We also view FTAIs Aerospace Products (AP) cost/time saving applications as a relatively defensive play in a soft-landing scenario given cost conscious airlines likely"
X Link 2024-08-16T12:45Z [----] followers, [---] engagements
"$FTAI - Raised to TOP PICK at Morgan Stanley - $140 Takes BULL CASE to $200 - We continue to see FTAIs growth prospects underappreciated by the market and move FTAI to our Top Pick in Aerospace. - Reiterate our Overweight rating as we continue see a strong demand backdrop for engine maintenance and see FTAI well positioned to capture this demand. - Increase our PT to $140 from $105 as we factor in better than expected growth and move our valuation year to [----] from [----]. - We increase our Aerospace Products Adj. EBITDA estimates by 17% in [----] 13% in [----] and 28% in [----]. - We see a risk"
X Link 2024-08-16T13:00Z [----] followers, [---] engagements
"yes. Earnings were strong again. Insurance rates are insane and no sign of abating. Combined ratios good and improving. Taking market share algo update Carvana had great earnings refinancing of HY debt will be very accretive state expansion happening etc etc. Technically - small float large short % rate cuts support small caps"
X Link 2024-08-25T16:27Z [----] followers, [--] engagements
"@GardinerIsland If banks made $$ historically at much tighter spreads and housing is a major headline issue.it is a matter of time as to when banks start getting more aggressive and scale back in. That is the next big leg up IMO"
X Link 2024-08-26T13:47Z [----] followers, [--] engagements
"$KLXE - Moving nicely. Up 37% ($5.5) since July 15th post. Read prior posts and earnings / 8-K. Stock heading back to $15"
X Link 2024-08-26T14:25Z [----] followers, [---] engagements
"@GardinerIsland GOLDEN AGE FOR CREDIT -majority of the leveraged loan maturity wall has been extended beyond [----] with over 90% of loans maturing in [----] or later -trailing 12-month senior secured loan default rate decreased to 0.92% in June down from 1.53% six months ago"
X Link 2024-09-06T19:23Z [----] followers, [---] engagements
"$ARDX - Upside / downside Downside from $5.75 very limited based on current Rx outstanding rev growth and solid balance sheet. Upside from $5.75 measured in multiples not $ Washington back in session starting today and HR [----] is bipartisan cost neutral common sense bill that has high probability of passing. Long"
X Link 2024-09-09T15:50Z [----] followers, [----] engagements
"Trump Reciprocal Tariffs have ALWAYS been the proposal. Any journalist who says otherwise is LAZY https://www.donaldjtrump.com/agenda47/agenda47-cementing-fair-and-reciprocal-trade-with-the-trump-reciprocal-trade-act https://www.donaldjtrump.com/agenda47/agenda47-cementing-fair-and-reciprocal-trade-with-the-trump-reciprocal-trade-act"
X Link 2024-09-09T16:08Z [----] followers, [---] engagements
"@woodman267 my understanding is injunctive relief refers to all forms of orders (temporary or permanent) that prevent harm while TROs and preliminary injunctions are specific types of temporary measures"
X Link 2024-09-12T19:58Z [----] followers, [---] engagements
"$BA as it relates to $FTAI Every problem / issue for Boeing is a positive for FTAI Less New planes delivered now and in the future means reliance on older planes that can be serviced by and leased by FTAI Boeing's full-year guide for [----] was to deliver between [---] to [---] aircraft down from the original [---] expected. As of August [----] Boeing has delivered [---] commercial aircraft during the first half of the year with [--] aircraft delivered in Q2 and [--] aircraft in Q1. The [----] strike cost BA $100mm a day and they only produced [---] planes vs the [---] expected (-145). It took Boeing until [----] to"
X Link 2024-09-13T13:04Z [----] followers, [----] engagements
"$GLNG - FID of MKII expected in the NEXT TWO WEEKS Investor Presentation states: https://ml-eu.globenewswire.com/Resource/Download/4916d9ed-87e2-4298-8db3-87492d9aaa21 https://ml-eu.globenewswire.com/Resource/Download/4916d9ed-87e2-4298-8db3-87492d9aaa21"
X Link 2024-09-16T12:48Z [----] followers, [----] engagements
"$KLXE 8K Released- raising Guidance - Mkt cap $85mm (17mm shares at $5.1) - Net Debt 198mm - $87mm cash (126mm total liquidity) - Total EV 283mm Qtrly EBITDA progression 1Q '23 38.2mm (stock avg $15) 2Q '23 39.7mm (stock avg $12) 3Q '23 36.7mm (stock avg $11.5) 4Q '23 23.0mm ( stock avg $10) 1Q '24 12.0mm (stock avg. $8.5) 2Q '24 27.0mm (stock avg. $6) 3Q '24 30.4mm based on high end guidance from today 4Q '24 33-35mm possible I believe EBITDA can easily return to $38- 40mm qtrly run-rate and stock can easily get back to $15 Company stated on 2Q conf call refi of 11.5% notes due in [----] is"
X Link 2024-09-16T14:05Z [----] followers, [----] engagements
"$FTAI For all those who think they missed itstock going to $200 $BA tumbling to a two-year low @KahyaogluSheila of @jefferies joins 'Fast Money' to explain why she reiterated her 'Buy' rating on the stock recently and why $FTAI might be giving the aerospace giant a run for its money: https://t.co/FwerJYECXD $BA tumbling to a two-year low @KahyaogluSheila of @jefferies joins 'Fast Money' to explain why she reiterated her 'Buy' rating on the stock recently and why $FTAI might be giving the aerospace giant a run for its money: https://t.co/FwerJYECXD"
X Link 2024-09-16T22:53Z [----] followers, [----] engagements
"@RepBuddyCarter @SpeakerJohnson When will you focus on getting HR [----] across the finish line"
X Link 2024-09-17T18:27Z [----] followers, [---] engagements
"@RepAnnieKuster When will you focus on getting HR [----] across the finish line"
X Link 2024-09-17T18:27Z [----] followers, [--] engagements
"@RepCarolMiller When will you focus on getting HR [----] across the finish line"
X Link 2024-09-17T18:28Z [----] followers, [--] engagements
"@RepTerriSewell When will you focus on getting HR [----] across the finish line"
X Link 2024-09-17T18:28Z [----] followers, [--] engagements
"@DonDavisNC When will you focus on getting HR [----] across the finish line"
X Link 2024-09-17T18:29Z [----] followers, [--] engagements
"@RepYvetteClarke When will you focus on getting HR [----] across the finish line"
X Link 2024-09-17T18:29Z [----] followers, [--] engagements
"$GLNG These are long term (20years) value accretive deals. Each time they successfully execute a value-accretive transaction they significantly enhance their attractiveness as a potential acquisition target"
X Link 2024-09-18T13:28Z [----] followers, [----] engagements
"headfake.market is going higher. Powell said all the right things. Rate cut cycle starting. Economy is strong and growth is good and sustainable Employment market has softened but still strong. Risks are now balanced. Businesses expect [----] to be a good year. They will keep shrinking FED balance sheet"
X Link 2024-09-18T19:13Z [----] followers, [---] engagements
"Money market funds sit at $6.32 Trillion Rate cut cycle will see immediate hit to returns and 10-15% will flow back to "other assets" in the next [--] days Yes that's $632B - $948B of buying power"
X Link 2024-09-18T19:43Z [----] followers, [---] engagements
"$SPY $DJIA $IWM GOING HIGHER Corporate blackout window began on Sept. [--]. $GS estimates around $1 trillion in stock buybacks this year and that will pick back up in a few weeks. Corps are sitting on record cash levels and buybacks and M&A will kick in massively in the 4Q after election is settled"
X Link 2024-09-18T19:57Z [----] followers, [----] engagements
"$FTAI - RBC raises price target to $143 RBC raises upside target to $170"
X Link 2024-09-19T12:02Z [----] followers, [---] engagements
"THIS IS POLITICAL. JUST ADMIT THAT -Jan Hatzius Chief Economist at Goldman Sachs suggested that the Fed had a major incentive to avoid rate cuts so close to an election. He noted that the Fed likely wanted to stay out of political matters even if economic data justified cuts as aggressive cuts could invite accusations of favoritism particularly in an election year. He noted that the Fed typically prefers not to be seen as influencing election outcomes. -Claudia Sahm Chief Economist at New Century Advisors argued that although the Fed was seeing the results it wanted in terms of inflation"
X Link 2024-09-19T13:03Z [----] followers, [----] engagements
"$FTAI Compass Point - UPGRADE AGAIN Raise PT to $156 (from $118) Pioneering New Engine Maintenance / Overhaul Solutions With Multi-Year Runway & PMA Catalyst"
X Link 2024-09-27T00:53Z [----] followers, [---] engagements
"$FTAI Announced refi today. High Yield at crazy tight spreads so very good timing"
X Link 2024-09-30T11:46Z [----] followers, [---] engagements
"$FTAI -How High Can FTAI Fly $250 $350 $450 Jeffries report just out.WOW Upside to $250 Blue Sky to $450. Our [----] Upside Scenario assumes 15% mkt share at [---] modules/yr vs the [---] (10%) in our '26 base case. With $750K of core EBITDA per Module + $500K from PMA Aero Products EBITDA could be $1.2BB vs the $700MM target (est $705MM). At 20X shares are worth $250 (mkt cap $25BB). Our Blue Sky assumes full utilization at [----] modules w/ $1MM core EBITDA + $500K PMA driving Aero Products EBITDA to $2.25BB or shares worth $450 (mkt cap $50BB). Happy Customers Happy Shareholders. FTAI's on pace"
X Link 2024-09-30T13:35Z [----] followers, [---] engagements
"$FTAI Refi update. Morgan Stanley is the lead book runner and should price by end of today. Price talk is low 6's and should go very well"
X Link 2024-09-30T14:53Z [----] followers, [----] engagements
"$FTAI Huge Demand. Priced w/ a 5.875% coupon due in [----] and upsized by 100mm to $500mm. Company also Redeeming the FTAI 8.25% Pfd $FTAI Refi update. Morgan Stanley is the lead book runner and should price by end of today. Price talk is low 6's and should go very well. $FTAI Refi update. Morgan Stanley is the lead book runner and should price by end of today. Price talk is low 6's and should go very well"
X Link 2024-09-30T22:12Z [----] followers, [----] engagements
"$FIP - Rail and Ports / Gas / Power assets (data center) with $FTAI refinancing fabulously executed I fully expect FIP to announce and price a deal in the v. near term. Their asset mix is in the sweet spot for this market"
X Link 2024-10-01T18:18Z [----] followers, [---] engagements
"$SARO opening up $30-31 Initial talk $21.5 and priced at $24 BUY $FTAI $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 $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 2024-10-02T15:39Z [----] followers, [----] engagements
"Trading at 25x EBITDA for a company with 1/5 the growth and 1/3 the margins of $FTAI $SARO opening up $30-31 Initial talk $21.5 and priced at $24 BUY $FTAI $SARO opening up $30-31 Initial talk $21.5 and priced at $24 BUY $FTAI"
X Link 2024-10-02T16:53Z [----] followers, [---] engagements
"$ROOT Added more.LT conviction still high YTD earnings were great Insurance rates are insane and no sign of abating successful state expansion happening and they are working to refinance their high cost debt now that Non-Call period ended. Should save them $15mm a year in Int Expense. They do NOT operate in North Carolina. Combined ratios are v strong and still improving. Taking market share algo update Carvana *their partner) has had great earnings Technically - extremely cheap to comps v. small float large short % rate cuts support small caps Earnings Nov [--] -Analyst targets JMP Securities -"
X Link 2024-10-03T16:28Z [----] followers, [----] engagements
"$FIP - who could they be negotiating with. $MSFT and $CEG deal is 8835MW and Long Ridge will have 505MW or 60% A [---] MW power plant can support an AI data center with approximately [-----] racks of IT equipment assuming a PUE (Power Usage Effectiveness) of [---] and average rack power consumption of [--] kW. This could translate into a very large-scale AI data center capable of handling substantial computational loads including AI training cloud services and other HPC (high-performance computing) tasks. BTW - A data center housing [-----] racks would require approximately [------] square feet (or"
X Link 2024-10-03T19:05Z [----] followers, [----] engagements
"$FTAI - FTAI services growing 4x faster and FTAI margins are 3x higher. If / when the market uses the same valuation of $SARO then FTAI is worth $186.56 based on next yrs EBITDA which they should beat. I have posted many many times on this stock and offered to answer any question to this community. $SARO proves there are not many ways to play this theme DO NOT LAZILY LOOK AT THE CHART AND SAYI MISSED IT"
X Link 2024-10-04T16:29Z [----] followers, [----] engagements
"@GardinerIsland 6.8T sitting in Money Mkt making 5% for last few years as stocks ripped higher. Now rates coming down and they have to buy stocks or private credit or mortgages etc etc. Right now we see all this strength during buyback blackout period. Stocks are going higher"
X Link 2024-10-09T16:04Z [----] followers, [---] engagements
"$ROOT Insurance - new / updated analyst targets Jeffries $72 --- +70% Wells Fargo $64 --- +52% KBW $82 --- +100% JMP Securities $90 ---+115% 3Q earnings release Oct 30th"
X Link 2024-10-10T17:22Z [----] followers, [---] engagements
"Yes and no end in sight. That is why I'm long / buying $ROOT insurance. -Best combined ratio in the market - $CVNA partnership is huge growth catalyst -Led by best in class mobile telematics AI technology. -Generating positive EBITDA -$450mm of unencumbered cash Investor Deck- https://ir.joinroot.com/static-files/0a89bb64-f6c3-46b3-b99c-79e7bbe377fc Auto insurance rates in the US are up 52% since [----]. That's the biggest 3-year spike since 1975-78. (via @charliebilello) https://t.co/5rElCCqAsj https://ir.joinroot.com/static-files/0a89bb64-f6c3-46b3-b99c-79e7bbe377fc Auto insurance rates in"
X Link 2024-10-11T16:04Z [----] followers, [----] engagements
"$FTAI - RBC Capital raises target to $160 from $143 -Although PMA timing continues to be pushed to the right and we believe there is growing confidence in the next PMA approval to be granted in 1H25 we believe the setup for continued growth in its core business is strong. Our new price target of $160 is based on a 16x multiple applied to our FY26 adj. EBITDA of $1234M. This multiple comes from blending a 10x multiple on Aviation Leasing and 20.5x multiple on Aerospace Products. -For the Aviation Leasing segment we have raised our adj. EBITDA in [----] to $542M (previously $517M). We believe the"
X Link 2024-10-14T14:39Z [----] followers, [---] engagements
"$ARDX I loved reading your extremely compelling arguments in response to CMS.Keep it up Save the date We will present third quarter [----] financial results and provide a business update on Thursday October [--] at 4:30 PM ET via live webcast and conference call. Learn more: https://t.co/sHOe970lGY $ARDX https://t.co/PhbOhQxJxF Save the date We will present third quarter [----] financial results and provide a business update on Thursday October [--] at 4:30 PM ET via live webcast and conference call. Learn more: https://t.co/sHOe970lGY $ARDX https://t.co/PhbOhQxJxF"
X Link 2024-10-17T12:12Z [----] followers, [----] engagements
"$FTAI - DB out with street high at $160 price target"
X Link 2024-10-22T13:11Z [----] followers, [----] engagements
"$FTAI Citi raises Px target to new street high of $165"
X Link 2024-10-28T12:23Z [----] followers, [----] engagements
"$CVNA Breaking out.expect their partner $ROOT to do the same after earnings Wednesday Oct 30"
X Link 2024-10-28T14:46Z [----] followers, [----] engagements
"$ROOT GREAT NEWS Refi'd Term Loan and paid down $100mm debt. At current interest rates the new BlackRock Facility amended loan will reduce Root's interest expense by approximately 50% on a run-rate basis further accelerating profitability and enabling increased investments in the company's strategic growth initiatives"
X Link 2024-10-30T20:13Z [----] followers, [----] engagements
"$ROOT For the first time in company history Root reached net income profitability"
X Link 2024-10-30T20:14Z [----] followers, [----] engagements
"$ROOT Q3 2024Highlights All figures are compared to Q3 [----] Policies in force increased 57% to [------] Gross premiums written increased 48% to $332 million Gross premiums earned nearly doubled to $317 million Gross earned premium cession rate decreased [--] points to 12% Renewal premium was 54% of gross premiums earned - Our Partnership channel continues to grow at impressive rates with new writings from this channel up 131% year-over-year in the third quarter. -Net income of $23 million a $69 million improvement year-over-year. -Generating operating income of $34 million a $68 million"
X Link 2024-10-30T20:19Z [----] followers, [----] engagements
"$ROOT - Q3 2024Highlights - $CVNA partnership must be $$$$$ - For the first time in company history Root reached net income profitability. - Refi'd Term Loan and paid down $100mm debt. - BlackRock Facility amended loan will reduce Root's interest expense by approximately 50% on a run-rate basis - Policies in force increased 57% to [------] - Gross premiums written increased 48% to $332 million - Gross premiums earned nearly doubled to $317 million - Gross earned premium cession rate decreased [--] points to 12% - Renewal premium was 54% of gross premiums earned - Our Partnership channel continues"
X Link 2024-10-30T20:37Z [----] followers, [----] engagements
"$ROOT BUYER This is going to $100+ Call at 5pm Today"
X Link 2024-10-30T20:50Z [----] followers, [----] engagements
"$ROOT Call Commentary - Excited by our [----] Growth prospects - We have a nice tailwind in the business - Partnership new writings more than doubled - Partnership channel has much higher retention rates with fatter premiums - 1Q hyper growth is past us and we are now seeing more profitable renewals Before this blowout QTR street targets - JMP Secur. $90 - KBW $82 - Jeffries $72 - Wells Fargo $64"
X Link 2024-10-30T21:27Z [----] followers, [----] engagements
"@MeadowCapital yooooooooo"
X Link 2024-10-30T21:34Z [----] followers, [---] engagements
"😀🙏 $ROOT Added more.LT conviction still high YTD earnings were great Insurance rates are insane and no sign of abating successful state expansion happening and they are working to refinance their high cost debt now that Non-Call period ended. Should save them $15mm a year in $ROOT Added more.LT conviction still high YTD earnings were great Insurance rates are insane and no sign of abating successful state expansion happening and they are working to refinance their high cost debt now that Non-Call period ended. Should save them $15mm a year in"
X Link 2024-10-30T21:38Z [----] followers, [----] engagements
"$KLXE KLX Energy Services Announces [----] Third Quarter Earnings Release and Conference Call Schedule -Expect news on Debt refi / term out -EBITDA s/ be $30mm+ -Taking market share and increasing Revenue per Rig https://investor.klx.com/news-releases/news-release-details/klx-energy-services-announces-2024-third-quarter-earnings https://investor.klx.com/news-releases/news-release-details/klx-energy-services-announces-2024-third-quarter-earnings"
X Link 2024-10-30T21:57Z [----] followers, [---] engagements
"$CVNA & $ROOT Partnership / Warrant Analysis - Carvana $CVNA works for ROOT. - They have warrants to purchase $ROOT shares based on the # of policies they originate at time of a Carvana sale. Strike prices range from $180 - $540 per $ROOT share and they are triggered based on # of total policies they originate. Tranche [--] 1.4mm shares $180 100K CVNA policies Tranche [--] 1.5mm shares $225 200k CVNA policies Tranche [--] 1.5mm shares $270 300k CVNA policies Tranche [--] 1.5mm shares $405 400k CVNA policies Tranche [--] 1.3mm shares $540 500k CVNA policies Dont bet against the Garcia Family"
X Link 2024-10-31T01:10Z [----] followers, [----] engagements
"$FIP 3Q Earnings call just ended THIS IS THE NEXT ONE - FOCUS*** [--] Year Target $18-20 [--] Year Target $30-35 EBITDA up 7.5% to $36.9mm = $148mm Annualized Long Ridge - Utility 2Q EBITDA $11.1mm = $44mm Annualized -They said "We expect to sign a data center deal in the 1H 2025" - TRANSFORMATIONAL -PJM auction rates will allow us to raise EBITDA in [----] - ADDS 50mm EBITDA -We will uprate from 485mw to 505mw - ADDS 5mm EBITDA -Commenced drilling West Virginia gas wells; online in 1Q25 -ADDS 2mm EBITDA UPSIDE to 107mm BEFORE DATA CENTER Transtar- Rail Asset 2Q EBITDA $21.1mm ="
X Link 2024-10-31T13:58Z [----] followers, [----] engagements
"$CVNA CEO on @SullyCNBC next. $ROOT"
X Link 2024-10-31T15:21Z [----] followers, [---] engagements
"$GLNG Great things happening for Golar. Mauritania will prioritize using gas from BPs Greater Tortue Ahmeyim development as it looks to increase access to electricity while it adds more renewable energy https://t.co/JoPKxRFkUb Mauritania will prioritize using gas from BPs Greater Tortue Ahmeyim development as it looks to increase access to electricity while it adds more renewable energy https://t.co/JoPKxRFkUb"
X Link 2024-11-01T11:55Z [----] followers, [----] engagements
"$FTAI HUGE NEWS Chromalloy Receives FAA Approval of CFM56 5B/7B HPT Turbine Vane [--] PMAs"
X Link 2024-11-01T12:41Z [----] followers, [---] engagements
"$FTAI - BTIG Raise PT to $180 and reiterate Buy rating"
X Link 2024-11-01T13:15Z [----] followers, [---] engagements
"$FTAI - Benchmark Raises to $300 PMA Approval for CFM-56 Part Adds Rocket Fuel to High Flying Module Factory -This event marks a seismic shift in the multi-billion-dollar jet engine aftermarket industry and is the corner stone of FTAIs long-term strategy -FTAI is gaining this unmatched advantage in an engine aftermarket desperate for parts as OEMs struggle to ramp. -PMA is rocket fuel for an already disruptive Module Factory by providing a volume source of hard-to-get parts unmatched pricing while deepening and expanding airline/lessor long-term sticky relationships. -The Module Factory has"
X Link 2024-11-01T13:51Z [----] followers, [----] engagements
"$KLXE Call Notes -Rev of $189mm vs Increases Guidance of 180-190 -EBITDA of $28mm in line with high end of guide -Revenue / Avg Rig of 334k - 3rd Highest reported Expect [----] revenues to be up at least 5-10% and normalized margins"
X Link 2024-11-01T15:37Z [----] followers, [----] engagements
"@novembergain $GLNG BP's GTA asset utilizes Golar's GIMI for FLNG technology via a 20yr take or pay worth $3.42B EBITDA to Gimi. This is Phase [--] and BP is finalizing FLNG partners for Phase [--] buildout"
X Link 2024-11-01T16:12Z [----] followers, [---] engagements
"$FIP - Compass Point 3Q Report- BUY Px target $13 The most important takeaways from the quarter were -First: FIP secured a contract for Phase [--] of Repauno has an LOI for a second contract and expects to launch a $300M financing to fund CAPEX in November. We believe Phase [--] could add an incremental $2.34 per share to FIP's valuation that is not included in our model/valuation -Second: The outlook for LREG was increased to$80M+ of annualized EBITDA up from $48M+ and FIP plans to refinance existing LREG debt and potentially unwind swaps that would add an incremental $25M of annualized EBITDA"
X Link 2024-11-04T16:33Z [----] followers, [---] engagements
"$ROOT UBS Update. Check out these #'s -We are raising our FY24 Adjusted Gross Profit (AGP) per share estimates to $23.44 due to the third quarter beat and improved direct loss ratio and the refinancing of debt which will drive a 50% decrease in interest expense cost. At $73 Trading at 3.1x Adjusted Gross Profit / share -We also reduced our FY25 interest expense estimate from 57m to 24m due to the refinancing of a six-year term loan. As a result of the refinancing ROOT expects to lower interest expense on a run rate basis by roughly 50%. In Q4 the company expensed approximately $5.5 million of"
X Link 2024-11-04T17:06Z [----] 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 2024-11-04T19:29Z [----] 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 2024-11-04T19:30Z [----] followers, [--] engagements
"and here was that firms question to mgmt. Operator: Our next question comes from Yigal from Citigroup. Unidentified Analyst: This is Reena on for Yigal. I was just wondering if youve made any progress with regard to the injunction to temporarily hold implementation of including orals in the dialysis bundle in [----]. Like any additional color there would be much appreciated. Michael Raab: Yes. I think as you heard in my opening comments we hope that there would be some action on that before the end of the year. Otherwise theres not really any additional insight that we can provide"
X Link 2024-11-04T19:43Z [----] followers, [---] engagements
"Above and beyond the "technical tightness" this is becoming a very profitable company. I URGE those who want to make $$$ to go back and read the $ROOT S-1 and then compare that to where we are today- both this company and more importantly the Insurance Industry. Punchline- This company had been valued at $7B it is currently performing materially better than the 2yr projections back then Their AI is phenomenally better the industry is larger and MUCH more profitable than it was. and ROOT is trading at 1B valuation BUYER $ROOT $69.40 FLOAT 9.2M SHORT 1.55M=16.2% SI ONLY THE TIP OF THE OPERATING"
X Link 2024-11-05T16:03Z [----] followers, [----] engagements
"REMEMBER. [--] Day After Election (November [--] 2016): The S&P [---] Index increased by approximately 1.1%. The Dow Jones Industrial Average (DJIA) rose by about 1.4%. [--] Week After Election: The S&P [---] gained around 1.5%. The DJIA advanced by approximately 2.9%. [--] Month After Election: The S&P [---] was up by about 3.6%. The DJIA increased by roughly 5.4%. [--] Months After Election: The S&P [---] rose by approximately 7.8%. The DJIA gained around 9.6%. [--] Months After Election: The S&P [---] increased by about 11.6%. The DJIA was up by approximately 13.3%. [--] Year After Election: The S&P [---] advanced by"
X Link 2024-11-06T15:04Z [----] followers, [---] engagements
"$GLNG Morgan Stanley reported holding [-------] common shares of Golar LNG representing 7.6% of the companys outstanding shares https://otp.tools.investis.com/clients/us/golar_lng/SEC/sec-show.aspxFilingId=17951435&Cik=0001207179&Type=PDF&hasPdf=1 https://otp.tools.investis.com/clients/us/golar_lng/SEC/sec-show.aspxFilingId=17951435&Cik=0001207179&Type=PDF&hasPdf=1"
X Link 2024-11-07T22:49Z [----] followers, [----] engagements
"$ARDX By the wayThis was President Trump s view last time in office https://trumpwhitehouse.archives.gov/presidential-actions/executive-order-advancing-american-kidney-health/ $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 https://trumpwhitehouse.archives.gov/presidential-actions/executive-order-advancing-american-kidney-health/ $ARDX - Added /Buyer. If you assume"
X Link 2024-11-08T18:23Z [----] followers, [----] engagements
"$ROOT vs $LMND trends momentum and valuation. $ROOT mkt cap is half LMND and should be worth more. $ROOT at $162 would be same market cap"
X Link 2024-11-11T20:34Z [----] followers, [----] engagements
"@ArranGray9 OK"
X Link 2024-11-11T21:25Z [----] followers, [---] engagements
"Cross sell may end up hurting them in the long run Gross margin are NOT higher How can u say ROOT is not true DIGITAL LOL Stats- ROOT revs 1.32B vs LMND 493MM ROOT P/sales 1.2x vs LMND 4.1X ROOT P/book 3.4x vs LMND 6.8x ROOT EV/Sales .8x vs LMND 3.6x ROOT 3Q Gross Profit +98mm vs LMND Loss 45mm ROOT CASH 439mm vs LMND 979mm ROOT Op CF +172mm vs LMND (68mm) ROOT 3Q EBITDA +42mm vs LMND loss 49mm"
X Link 2024-11-11T21:49Z [----] followers, [---] engagements
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