[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@justfactstruth](/creator/twitter/justfactstruth) "$FTAI $GE $HEI $TDG all very close to ALL TIME HIGH FTAI best growth rate best margins best business mix and getting ZERO credit for SCI - which will own 150-160 planes when they report Just keep adding"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1946240682806390878) 2025-07-18 16:08:32 UTC 2575 followers, 1360 engagements "$BLK Larry Fink @ BlackRock talking Golden Age of Infra investing makes me giddy $FIP - infra and data center power in PA / PJM = sweet spot $GLNG - LNG infrastructure player = sweet spot I believe GIP - Global Infrastructure Partners will be one firm to make an offer to acquire Golar LNG -"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1945145491559178275) 2025-07-15 15:36:38 UTC 2574 followers, 8429 engagements "$CSX $BNSF $UNP $NSC $FIP Hey Grok is this UNP and NSC news good for Transtar The news of a potential M&A race among Class X railroads such as Union Pacific's interest in acquiring Norfolk Southern presents significant positives for non-Class X operators like Transtar Rail owned by FTAI Infrastructure Inc. (FIP). During Surface Transportation Board (STB) regulatory reviews short lines often secure concessions like enhanced trackage rights improved network access and better interchange rates to mitigate anticompetitive concerns as seen in past mergers such as Canadian Pacific's acquisition of"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1947645476930482336) 2025-07-22 13:10:41 UTC 2574 followers, 1580 engagements "$FIP Everything in the PJM getting bought Long Ridge gas fired power plant next to sign a Data Center deal or be acquired"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1946197727404085317) 2025-07-18 13:17:51 UTC 2575 followers, 1217 engagements "$TDG Currently trades at 25.9x LTM EBITDA and at Citi target of $1795 its 28.7x - growing revs at XX% $FTAI trades at 13.4x EBITDA - growing revs at XX% FTAI is extremely cheap and headed back to ATH of $XXX in the next XX months - PMA approval SCI ramp Rome acquisition margin expansion at Montreal 3rd shift at Montreal to handle demand SCI #2 launching later this year etc etc"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1945905606210240578) 2025-07-17 17:57:04 UTC 2575 followers, 1010 engagements "$GLNG Why do I think @BlackRock $BLK 's GIP will make an offer for Golar LNG. GIP's new fund just closed w/ $25.5B AUM bringing total AUM to $170B - they already know the name well - Golar's current 17bn of EBITDA backlog and growing to $28B late this year would be a "low risk" way of putting a chunk of capital to work while also gaining expertise in FLNG (accepted & growing technology) plus they get a call option on commodity upside. Lastly and very importantly GLNG belongs in the hands of a very smart financially savvy player with large balance sheet and access to capital.GIP can"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1945150112361033803) 2025-07-15 15:55:00 UTC 2574 followers, 14.8K engagements "$FTAI Citibank investor meeting / dinner July 9th A Post Card From New York Opening 90-Day Positive Catalyst Watch Fortress Aviation (FTAI) expressed optimism about the global engine module growth their development of their aircraft leasing partnership and for growing potential for authorities to grant the final green light on Parts Manufacturer Approval (PMA) for CFM56 engine modules. Over the next three months we expect FTAI to announce its final PMA approval for the CFM56 engine. Once this occurs this event could propel the companys engine module volumes boost aerospace EBITDA and increase"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1944793469936873653) 2025-07-14 16:17:50 UTC 2575 followers, 2089 engagements "$GLNG Lets Go Following the achieved COD of FLNG Gimi and announcement of the two FLNG charters in Argentina on May X 2025 Golar is accelerating work on its next FLNG unit(s). We continue to advance commercial discussions with charterer demand guiding design choice of the fourth FLNG unit. In addition to the 3.5mtpa MKII option at CIMC Raffles shipyard Golar has signed a final engineering study to confirm EPC price and delivery for a 5mtpa MKIII FLNG and is updating price and schedule for an up to 2.7mtpa MKI FLNG"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1937093375766953992) 2025-06-23 10:20:24 UTC 2574 followers, 9816 engagements "$FTAI Read through from GE Aerospace earnings -2Q internal shop visit revenue +22% higher output workscopes and price -2Q spare parts revenue XX% higher volume and price ----------------------------------- Cost of engine services increases and spare parts price increases which is great for FTAI as they expanded parts inventory last year and in 1Q 2025 and can easily push through higher prices now and going forward"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1945836158967054793) 2025-07-17 13:21:06 UTC 2574 followers, 3106 engagements "$FIP Interesting to see what happens if the $X and $X calls exercise today and take delivery of 397300 shares vv"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1946208843404321176) 2025-07-18 14:02:01 UTC 2575 followers, XXX engagements "$GLNG YPF is about to close a new key stage in the development of liquefied natural gas (LNG) in Argentina. According to its president and CEO Horacio Marn the company will soon make the final investment decision (FID) to add a second floating liquefaction vessel provided by Golar LNG. With both ships operational Argentina will reach a capacity of X million metric tons of LNG per year representing an estimated volume of XX million cubic meters of natural gas per day for export"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1945567337362440368) 2025-07-16 19:32:54 UTC 2574 followers, 7777 engagements "$NBIS For those that don't know ClickHouse Investors include- NBIS owns XX% Altimeter Capital Coatue Management Index Ventures Benchmark Capital Clients are Amazon AWS Sony Lyft Cisco GitLab Twilio and many more choose ClickHouse Cloud for its scale efficiency and ease of use"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1867281849635979657) 2024-12-12 18:54:20 UTC 2574 followers, 11.4K engagements "$GLNG - Golar's cash balance $1.219B 4Q ending cash 700mm add Artic +24mm add Avenir +39mm add Gimi +371mm add +85mm from BP (220mm owed less 135mm paid) Total cash $1.219B MKII Cash Equity funded a/o 2/27/25 $600mm All they do is execute What do u think is next"  [@justfactstruth](/creator/x/justfactstruth) on [X](/post/tweet/1902737155723567386) 2025-03-20 15:01:03 UTC 2576 followers, 7611 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@justfactstruth
"$FTAI $GE $HEI $TDG all very close to ALL TIME HIGH FTAI best growth rate best margins best business mix and getting ZERO credit for SCI - which will own 150-160 planes when they report Just keep adding"
@justfactstruth on X 2025-07-18 16:08:32 UTC 2575 followers, 1360 engagements
"$BLK Larry Fink @ BlackRock talking Golden Age of Infra investing makes me giddy $FIP - infra and data center power in PA / PJM = sweet spot $GLNG - LNG infrastructure player = sweet spot I believe GIP - Global Infrastructure Partners will be one firm to make an offer to acquire Golar LNG -" @justfactstruth on X 2025-07-15 15:36:38 UTC 2574 followers, 8429 engagements
"$CSX $BNSF $UNP $NSC $FIP Hey Grok is this UNP and NSC news good for Transtar The news of a potential M&A race among Class X railroads such as Union Pacific's interest in acquiring Norfolk Southern presents significant positives for non-Class X operators like Transtar Rail owned by FTAI Infrastructure Inc. (FIP). During Surface Transportation Board (STB) regulatory reviews short lines often secure concessions like enhanced trackage rights improved network access and better interchange rates to mitigate anticompetitive concerns as seen in past mergers such as Canadian Pacific's acquisition of" @justfactstruth on X 2025-07-22 13:10:41 UTC 2574 followers, 1580 engagements
"$FIP Everything in the PJM getting bought Long Ridge gas fired power plant next to sign a Data Center deal or be acquired" @justfactstruth on X 2025-07-18 13:17:51 UTC 2575 followers, 1217 engagements
"$TDG Currently trades at 25.9x LTM EBITDA and at Citi target of $1795 its 28.7x - growing revs at XX% $FTAI trades at 13.4x EBITDA - growing revs at XX% FTAI is extremely cheap and headed back to ATH of $XXX in the next XX months - PMA approval SCI ramp Rome acquisition margin expansion at Montreal 3rd shift at Montreal to handle demand SCI #2 launching later this year etc etc" @justfactstruth on X 2025-07-17 17:57:04 UTC 2575 followers, 1010 engagements
"$GLNG Why do I think @BlackRock $BLK 's GIP will make an offer for Golar LNG. GIP's new fund just closed w/ $25.5B AUM bringing total AUM to $170B - they already know the name well - Golar's current 17bn of EBITDA backlog and growing to $28B late this year would be a "low risk" way of putting a chunk of capital to work while also gaining expertise in FLNG (accepted & growing technology) plus they get a call option on commodity upside. Lastly and very importantly GLNG belongs in the hands of a very smart financially savvy player with large balance sheet and access to capital.GIP can" @justfactstruth on X 2025-07-15 15:55:00 UTC 2574 followers, 14.8K engagements
"$FTAI Citibank investor meeting / dinner July 9th A Post Card From New York Opening 90-Day Positive Catalyst Watch Fortress Aviation (FTAI) expressed optimism about the global engine module growth their development of their aircraft leasing partnership and for growing potential for authorities to grant the final green light on Parts Manufacturer Approval (PMA) for CFM56 engine modules. Over the next three months we expect FTAI to announce its final PMA approval for the CFM56 engine. Once this occurs this event could propel the companys engine module volumes boost aerospace EBITDA and increase" @justfactstruth on X 2025-07-14 16:17:50 UTC 2575 followers, 2089 engagements
"$GLNG Lets Go Following the achieved COD of FLNG Gimi and announcement of the two FLNG charters in Argentina on May X 2025 Golar is accelerating work on its next FLNG unit(s). We continue to advance commercial discussions with charterer demand guiding design choice of the fourth FLNG unit. In addition to the 3.5mtpa MKII option at CIMC Raffles shipyard Golar has signed a final engineering study to confirm EPC price and delivery for a 5mtpa MKIII FLNG and is updating price and schedule for an up to 2.7mtpa MKI FLNG" @justfactstruth on X 2025-06-23 10:20:24 UTC 2574 followers, 9816 engagements
"$FTAI Read through from GE Aerospace earnings -2Q internal shop visit revenue +22% higher output workscopes and price -2Q spare parts revenue XX% higher volume and price ----------------------------------- Cost of engine services increases and spare parts price increases which is great for FTAI as they expanded parts inventory last year and in 1Q 2025 and can easily push through higher prices now and going forward" @justfactstruth on X 2025-07-17 13:21:06 UTC 2574 followers, 3106 engagements
"$FIP Interesting to see what happens if the $X and $X calls exercise today and take delivery of 397300 shares vv" @justfactstruth on X 2025-07-18 14:02:01 UTC 2575 followers, XXX engagements
"$GLNG YPF is about to close a new key stage in the development of liquefied natural gas (LNG) in Argentina. According to its president and CEO Horacio Marn the company will soon make the final investment decision (FID) to add a second floating liquefaction vessel provided by Golar LNG. With both ships operational Argentina will reach a capacity of X million metric tons of LNG per year representing an estimated volume of XX million cubic meters of natural gas per day for export" @justfactstruth on X 2025-07-16 19:32:54 UTC 2574 followers, 7777 engagements
"$NBIS For those that don't know ClickHouse Investors include- NBIS owns XX% Altimeter Capital Coatue Management Index Ventures Benchmark Capital Clients are Amazon AWS Sony Lyft Cisco GitLab Twilio and many more choose ClickHouse Cloud for its scale efficiency and ease of use" @justfactstruth on X 2024-12-12 18:54:20 UTC 2574 followers, 11.4K engagements
"$GLNG - Golar's cash balance $1.219B 4Q ending cash 700mm add Artic +24mm add Avenir +39mm add Gimi +371mm add +85mm from BP (220mm owed less 135mm paid) Total cash $1.219B MKII Cash Equity funded a/o 2/27/25 $600mm All they do is execute What do u think is next" @justfactstruth on X 2025-03-20 15:01:03 UTC 2576 followers, 7611 engagements