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[@Carlos_MoraM](/creator/twitter/Carlos_MoraM)
"Yesterday we shared Intred $INTD.MI analysis - Unidata $US.MI competitor XX% of recurring revenues Strong presence in Lombardy 9700 km of network - up to 100000 users Gain of tenders 💎Also Kick-off of our earnings season analyses $HZO $MPX $FTAI $FIP $SLG"  
[X Link](https://x.com/Carlos_MoraM/status/1685894295381737473) [@Carlos_MoraM](/creator/x/Carlos_MoraM) 2023-07-31T06:04Z 12.6K followers, 11.8K engagements


"⛵Just sent out our weekly email featuring: $UD.MI Unidata model update 3Q23 & 2024-2026 strategic plan comments $VYS.AX Vysarn Analysis & thesis after AGM trading update & Vysarn Asset Management $GLNG Golar 3Q23 results & FLNGs model update $APR.WA AutoPartners & $CAR.WA InterCars 3Q23 analysis and comparison 🎯The recently launched section The Week in the Markets"  
[X Link](https://x.com/Carlos_MoraM/status/1728866577834013100) [@Carlos_MoraM](/creator/x/Carlos_MoraM) 2023-11-26T20:01Z 12.6K followers, 12.4K engagements


"⛵ $FIP announced today a deal to acquire The Wheeling Corporation and refinance its senior and Series A preferred debt Price is $1.05Bn (cash) and will merge it with Transtar - its Railroad division - which will collateralize $1Bn in preferreds Additionally it will issue $1.25Bn in senior debt (we estimate at around 88.5%) at Corp level This move aside from the M&A replaces the $570Mm in corporate debt at XXXX% and the toxic Series A preferreds at 1418% The short-term liquidity risk is eliminated but the toll is high collateralizing its best asset and expanding the $400MM in preferreds to"  
[X Link](https://x.com/Carlos_MoraM/status/1953146584276902186) [@Carlos_MoraM](/creator/x/Carlos_MoraM) 2025-08-06T17:30Z 12.6K followers, 4188 engagements


"⛵The feeling of believing unwaveringly in something for X years and having it turn out well is indescribable 🥳At 10-year highs and the best is yet to come. Cheers to everyone who is accompanying us on this journey $GLNG 🥲"  
[X Link](https://x.com/Carlos_MoraM/status/1960420340158361923) [@Carlos_MoraM](/creator/x/Carlos_MoraM) 2025-08-26T19:13Z 12.6K followers, 6294 engagements


"⛵Analysis of Fortress Infrastructure (post M&A & refinancing) ✅Breakdown of the new $FIP structure including the Railroad division & the W&LE acquisition 🧐Deep dive into the new debt stack focusing on Preferred A & B with detailed scenario calculations. 🎯Asset-by-asset valuation fully independent from management guidance. 💎 Our thoughts on the situation potential opportunity risk under different scenarios & financial model"  
[X Link](https://x.com/Carlos_MoraM/status/1977446412695871953) [@Carlos_MoraM](/creator/x/Carlos_MoraM) 2025-10-12T18:48Z 12.6K followers, 2407 engagements


"🟢Analysis after 1Q25 results & valuation updates 🍹Campari $CPR.MI 🧐Fortress Infrastructure $FIP ⛵Excelerate Energy $EE 🍔Good Times Restaurants $GTIM 💎Link on bio"  
[X Link](https://x.com/Carlos_MoraM/status/1921637834324050220) [@Carlos_MoraM](/creator/x/Carlos_MoraM) 2025-05-11T18:45Z 12.6K followers, 2926 engagements


"⛵ The Week in the Markets 🎯 18-Oct 🟢 Gold & Silver🏆 🟢 S&P XXX Nasdaq Small Caps 🟢 Spain France Netherlands Switzerland 🟢 Emerging Markets 🟢 Real Estate & Tech 🏡💻 🔴 Bitcoin & Ethereum 🥇 🔴 Germany UK & Italy 🔴 China & Japan 🔴 Commodities 🛢 🔴 10Y Yields 🔴 VIX ⚔"  
[X Link](https://x.com/Carlos_MoraM/status/1979434400564601098) [@Carlos_MoraM](/creator/x/Carlos_MoraM) 2025-10-18T06:28Z 12.6K followers, 11.1K engagements


"⛵ NextDecade Initial Equity Research 🎯Developer of a XX MTPA LNG export terminal in the which this week reached FID for its fifth train 🟢Strong equity partners (TotalEnergies GIC GIP ) and most of its capacity is under 20-year SPA agreements. 🔴The stock has dropped XX% in recent weeks despite the de-risking from reaching FID for trains X and X and obtaining FERC approval. 💎We leverage our X years of experience in the industry to explain its business model analyze the Rio Grande LNG project review $NEXT capital and debt structure share our financial model estimating EBITDA and cash flows"  
[X Link](https://x.com/Carlos_MoraM/status/1979982938876858637) [@Carlos_MoraM](/creator/x/Carlos_MoraM) 2025-10-19T18:48Z 12.6K followers, 12K engagements


"@LNG_Investor_ Hahahah I think from the LNG industry only this one and $VG 🏴☠were left for us"  
[X Link](https://x.com/Carlos_MoraM/status/1979984501817160119) [@Carlos_MoraM](/creator/x/Carlos_MoraM) 2025-10-19T18:54Z 12.6K followers, XXX engagements