[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 Frank Frank posts on X about $glng, $fip, $ypf, $tgs the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1082423439783354368/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXX +146% ### Mentions: XX [#](/creator/twitter::1082423439783354368/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +145% ### Followers: XXXXX [#](/creator/twitter::1082423439783354368/followers)  - X Week XXXXX +1.20% - X Month XXXXX +3% - X Months XXXXX +37% - X Year XXXXX +94% ### CreatorRank: XXXXXXX [#](/creator/twitter::1082423439783354368/influencer_rank)  ### Social Influence [#](/creator/twitter::1082423439783354368/influence) --- **Social category influence** [finance](/list/finance) XXXX% [countries](/list/countries) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) X% [travel destinations](/list/travel-destinations) XXXX% [currencies](/list/currencies) XXXX% [gaming](/list/gaming) XXXX% **Social topic influence** [$glng](/topic/$glng) #1, [$fip](/topic/$fip) #2, [$ypf](/topic/$ypf) #6, [$tgs](/topic/$tgs) #3, [argentina](/topic/argentina) 3.75%, [has been](/topic/has-been) 3.75%, [upside](/topic/upside) 2.5%, [over the](/topic/over-the) 2.5%, [$lien](/topic/$lien) #3, [investment](/topic/investment) #4746 **Top accounts mentioned or mentioned by** [@lyinted1337](/creator/undefined) [@boaz](/creator/undefined) [@ustreasury](/creator/undefined) [@luiscaputoar](/creator/undefined) [@valuesci](/creator/undefined) [@ghoutanews](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@kryptoniterese](/creator/undefined) [@zvzzt](/creator/undefined) [@siyul](/creator/undefined) [@cryptowwolf](/creator/undefined) [@sullycnbc](/creator/undefined) [@enlc](/creator/undefined) [@xom](/creator/undefined) [@weareoxy](/creator/undefined) [@conocophillips](/creator/undefined) [@shell](/creator/undefined) [@bpplc](/creator/undefined) [@bp](/creator/undefined) [@lennygrover](/creator/undefined) **Top assets mentioned** [Golar LNG Ltd (GLNG)](/topic/$glng) [YPF Sociedad Anonima (YPF)](/topic/$ypf) [Transportadora de Gas del Sur S.A. ADS (TGS)](/topic/$tgs) [lien (LIEN)](/topic/$lien) [NovaDEX (NVX)](/topic/$nvx) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Goldman Sachs (GS)](/topic/goldman-sachs) [ArchLoot (AL)](/topic/$al) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [MP Materials Corp. (MP)](/topic/$mp) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Intel Corporation (INTC)](/topic/$intc) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) ### Top Social Posts [#](/creator/twitter::1082423439783354368/posts) --- Top posts by engagements in the last XX hours "$FIP - CEO ADDS MORE STOCK Compass Point Research 8/22/25 Reiterating Buy & $XX PT and upside potential to $17.50-$21+. While there was some noise around 2Q25 results and the WL&E acquisition we believe the WL&A acquisition should be accretive to Transtar's multiple and drive value for FIPand with a pipeline of near term catalysts that could be realized over the next few weeks to months the focus on FIP's SOTP valuation should support FIP shares in our view. We are reiterating our Buy rating & $XX PT based on our SOTP analysis that values FIP's assets based on annualized 4Q26E EBITDA and" [X Link](https://x.com/justfactstruth/status/1958897147845206246) [@justfactstruth](/creator/x/justfactstruth) 2025-08-22T14:20Z 3112 followers, 2419 engagements "Great overview of $FIP" [X Link](https://x.com/justfactstruth/status/1960756262028894268) [@justfactstruth](/creator/x/justfactstruth) 2025-08-27T17:28Z 3112 followers, 4202 engagements "$FIP - Citizens- Highlights from Our Recent Conversation with Management Buy PT $XX -Management noted it was buying stock at the end of the second quarter and CEO Ken Nicholson now owns $10M of FIP shares. Importantly he cited on our call that he believes the stock continues to be undervalued at these levels and that he will look to accumulate more when the window allows -The FIP story clearly has a number of moving pieces and layers of complexity and we appreciate (to some degree) the uncertainty it has created within the market but given our long history covering the company (we have" [X Link](https://x.com/justfactstruth/status/1967921986417385862) [@justfactstruth](/creator/x/justfactstruth) 2025-09-16T12:02Z 3112 followers, 5487 engagements "$LIEN - I love stable and growing yield. I agree with insights from @lennygrover @LionheartInves1 @mbrushstocks and @V_arrell but want to add my perspective on Chicago Atlantic BDC. -Chicago Atlantic BDC ($LIEN) formerly Silver Spike Investment Corp. is a business development company (BDC) focused on 1st Lien Senior Secured Loans to private cannabis and middle-market companies. -In October 2024 Chicago Atlantic acquired a $XXXXX million loan portfolio increasing its portfolio to XX companies with a fair value of $XXXXX million by March XX 2025. -As of Q1 2025 $LIENs portfolio yields an" [X Link](https://x.com/justfactstruth/status/1952804614048497763) [@justfactstruth](/creator/x/justfactstruth) 2025-08-05T18:51Z 3108 followers, 1325 engagements "$LIEN - 2Q NAV was $XXXXX so trading at XX% discount which is stupid cheap b/c they will invest 100mm of leverage facillity and. - Portfolio has ZERO non accruals - Portfolio has Sr Secured Debt / EBITDA 1.9x - Portfolio has Interest Coverage 3.2x Lastly portfolio is XX% cannabis so if it gets federal rescheduling this will do very well. Check our $MSOS for upside potential" [X Link](https://x.com/justfactstruth/status/1956402105700249717) [@justfactstruth](/creator/x/justfactstruth) 2025-08-15T17:06Z 3108 followers, XXX engagements "$GLNG - For all those new to the name please read. Under the radar compelling growth story with M&A takeout possible Chairman of Board Tor Olav Troim on May XX 2025- Were already seeing some interest from private equity in acquiring our $XX billion order backlog. As I mentioned before last time they were willing to pay close to our current share price now the backlog is four times larger so Id expect their offer to be significantly higher 101.9mm shares @ $XX = 4.585B **2Q25 bought back XXX million shares @ $41.09** -Golar makes FLNG vessels (floating LNG) -Golar is the only proven provider" [X Link](https://x.com/justfactstruth/status/1959286711504031792) [@justfactstruth](/creator/x/justfactstruth) 2025-08-23T16:08Z 3108 followers, 28.9K engagements "$GLNG - RIGI derisks this project. BUYING OPPORTUNITY RIGI protection- -Governing law and currency - English Law with dispute resolution pursuant to International Chamber of Commerce (ICC) arbitration in Paris France and in US Dollar -Argentinas first 30-year LNG export license- Argentinas first ever 30-year non-interruptible LNG export license for FLNG Hilli providing security of exports necessary for the significant upstream and midstream investments as well as securing offtake contracts Remember.these assets will be located offshore and can literally sail away From contract Parties cannot" [X Link](https://x.com/justfactstruth/status/1965078013768331304) [@justfactstruth](/creator/x/justfactstruth) 2025-09-08T15:41Z 3107 followers, 9581 engagements "$GLNG Great note from Deutsche Bank Reiterate Buy Px target $XX -While we acknowledge the ongoing political uncertainty as a result of the BAP election we highlight the following points as it relates to Golar and the floating LNG projects: The Hilli and Fuji FLNG projects have already been declared FID (final investment decision) by Southern Energy S.A. (SESA and the projects are both included and approved under the RIGI (incentive regime for large investments) program. The benefits of RIGI are a reduction in the overall tax rate from XX% to XX% an exemption of import duties for capital goods" [X Link](https://x.com/justfactstruth/status/1965383905411801382) [@justfactstruth](/creator/x/justfactstruth) 2025-09-09T11:56Z 3108 followers, 13.1K engagements "$GLNG - YPF CEO very positive comments at Gastech 2025 Horacio Marin -Marn emphasized that RIGI Landia 's legal security and contracts with AAA off-takers generate confidence among investors and reduce exposure to local political volatility. "This project is protected against any change of government" he said. -"Neither Sunday's election nor the next one affects us. This is a project for 2060 and no one knows who will be in government at that time" emphasizing that profitability and rock quality are factors beyond political influence. -The CEO explained that the development of Argentine LNG" [X Link](https://x.com/justfactstruth/status/1966519417073701144) [@justfactstruth](/creator/x/justfactstruth) 2025-09-12T15:08Z 3108 followers, 5874 engagements "$GLNG $YPF $TGS" [X Link](https://x.com/justfactstruth/status/1971187252106768504) [@justfactstruth](/creator/x/justfactstruth) 2025-09-25T12:17Z 3108 followers, 5394 engagements "$GLNG Some highlights from Goldman Sachs report Clear EBITDA backlog: Golar has been active in executing new long-term contracts supporting recent FIDs underpinning the $17b contracted EBITDA backlog. In the past X months GLNG announced the FID of the Hilli redeployment (2.45 mtpa) and Fuji conversion (3.5 mtpa) in Argentina which together with the Gimi (COD reached in June 2025) brings total nameplate capacity to XXX mtpa and the contracted EBITDA backlog to $17b excluding commodity exposure. We see conversion on securing long-term 20-year fixed contracts as a positive proof point for GLNG's" [X Link](https://x.com/justfactstruth/status/1973020715608617294) [@justfactstruth](/creator/x/justfactstruth) 2025-09-30T13:42Z 3108 followers, 22.6K engagements "$GLNG $YPF $TGS" [X Link](https://x.com/justfactstruth/status/1974213901811167552) [@justfactstruth](/creator/x/justfactstruth) 2025-10-03T20:44Z 3108 followers, 3315 engagements "$TGS $YPF $GLNG" [X Link](https://x.com/justfactstruth/status/1976371741816652101) [@justfactstruth](/creator/x/justfactstruth) 2025-10-09T19:38Z 3108 followers, 2801 engagements "$AL acquired by Apollo Brookfield and Sumitomo Bank Apollo now has two big levers in aviation finance. Apollo is $FTAI partner in the new $4B SCI #1 that was launched this year and will likely do $4.5B SCI #2 that will be announced in 4Q25. Could be some interesting operational synergies. -Redirecting end-of-life aircraft/engines from Air Leases portfolio into FTAIs aftermarket / modular MRO pipeline. -Coordinating fleet transition programs where Air Leases retirements feed into FTAIs secondary leasing and parts ecosystem. -Apollo and Brookfield are capital-rich sponsors; by aligning them" [X Link](https://x.com/justfactstruth/status/1962853249267991018) [@justfactstruth](/creator/x/justfactstruth) 2025-09-02T12:20Z 3112 followers, 3449 engagements "$GLNG $TGS $YPF" [X Link](https://x.com/justfactstruth/status/1975310176359227768) [@justfactstruth](/creator/x/justfactstruth) 2025-10-06T21:20Z 3112 followers, 3685 engagements "$NVX Novonix Next Critical Materials US equity stake in the works Novonix is a battery materials and technology company specializing in producing high-performance synthetic graphite anode materials for lithium-ion batteries. The company aims to build a resilient North American supply chain slashing dependence on China for EV and energy storage components. Key partnerships include offtake agreements with Panasonic Energy Stellantis and Volkswagen's PowerCo. It has fully committed its initial 20000-ton Riverside capacity to these companies while planning future expansion to 150000 tons to meet" [X Link](https://x.com/justfactstruth/status/1976319767746158779) [@justfactstruth](/creator/x/justfactstruth) 2025-10-09T16:12Z 3113 followers, 8118 engagements "$YPF $TGS $GLNG" [X Link](https://x.com/justfactstruth/status/1976648949324005479) [@justfactstruth](/creator/x/justfactstruth) 2025-10-10T14:00Z 3112 followers, 2265 engagements "$HROW New Long Operates five segments: Dry Eye Retina Surgical Rare/Specialty and Compounded Strategy: Acquire and optimize underappreciated ophthalmic assets scaling them through a specialized vertically integrated U.S. platform that spans sourcing compounding and direct delivery to prescribers and surgical centers. Q1 2025 revenues $47.3mm Q2 2025 revenue of $63.7M (+30% YoY +33% QoQ) EBITDA 17mm XX% Margin -1H 2025 Revs $111mm Investor Day September XX 2025 Highlights -NEW 2925 FY guide $280mm - Implies 2H $169mm -EBITDA margins improve XX% to XX% This Guide was given X days before End of" [X Link](https://x.com/justfactstruth/status/1978483165917335868) [@justfactstruth](/creator/x/justfactstruth) 2025-10-15T15:28Z 3113 followers, 3036 engagements "I agree buyer $FIP" [X Link](https://x.com/justfactstruth/status/1979141596961456284) [@justfactstruth](/creator/x/justfactstruth) 2025-10-17T11:05Z 3113 followers, 2220 engagements "$FIP HEATING UP. 3500 Nov XX $X calls trade .55 Cents Earnings Oct XX Catalyst rich. Data Center Deal chatter + Cavern Permits + Transtar Refinancing" [X Link](https://x.com/justfactstruth/status/1979183477732905226) [@justfactstruth](/creator/x/justfactstruth) 2025-10-17T13:51Z 3113 followers, 2087 engagements "-Shell's Prelude has been a disaster for them. -ENI Spa has two vessels (Tango and Coral) totaling 4mtpa and acquired one from Exmar so didn't even build it. -Golar has this down to a science and with another yard slot locked in they will most certainly provide more FLNGs.maybe for BP at GTA or maybe for NNPC" [X Link](https://x.com/justfactstruth/status/1915831577268924548) [@justfactstruth](/creator/x/justfactstruth) 2025-04-25T18:13Z 3112 followers, XXX engagements "$FIP - Huge News - LFG APPROVED - Permit to Construct Two New XXX mln Bbl Underground Storage Cavern Systems Including Central Complex For background Phase I Repaunos LTM EBITDA Loss of 7.1mm has already turned due to volumes and pricing and s/ be generating +10mm EBITDA (+17mm swing) Phase II - 3Q24 earnings call FIP announced First completed 5-yr Repauno Phase II propane contract (20k BPD) for $XX mln EBITDA / year - 4Q24 earnings call FIP announced Second completed 5-yr Repauno Phase II propane contract (21k BPD for 27mm EBITDA / year - 1Q25 earnings call FIP announced Third non-binding" [X Link](https://x.com/justfactstruth/status/1980228753826734579) [@justfactstruth](/creator/x/justfactstruth) 2025-10-20T11:05Z 3112 followers, 1733 engagements "$FIP .Great minds think alike. XX% Short Interest- shorts are cooked Alex Tuohy- - Importantly our Sep report noted "Repauno could attract prospective takeout interest from larger midstream players (most notably Energy Transfer.) once phase X has been fully contracted and phase X permitted/initially commercialized." To be clear XX% of phase X is already under firm contract and the company has an attractive LOI with an interested offtaker for the remaining capacity. - A successful Repauno segment divestiturewould entail further value accretion vs. our SOTP analysis and the associated" [X Link](https://x.com/justfactstruth/status/1980275959581331498) [@justfactstruth](/creator/x/justfactstruth) 2025-10-20T14:12Z 3112 followers, XXX engagements "$NVX Adding.Novonix is an Australian-headquartered company with significant operations in the US. The company is growing its high-performance synthetic graphite anode material manufacturing operations in the United States" [X Link](https://x.com/justfactstruth/status/1980302990742601870) [@justfactstruth](/creator/x/justfactstruth) 2025-10-20T15:59Z 3112 followers, 2528 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 Frank
Frank posts on X about $glng, $fip, $ypf, $tgs the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +146%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +145%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +3%
- X Months XXXXX +37%
- X Year XXXXX +94%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% countries XXX% cryptocurrencies XXXX% stocks X% travel destinations XXXX% currencies XXXX% gaming XXXX%
Social topic influence $glng #1, $fip #2, $ypf #6, $tgs #3, argentina 3.75%, has been 3.75%, upside 2.5%, over the 2.5%, $lien #3, investment #4746
Top accounts mentioned or mentioned by @lyinted1337 @boaz @ustreasury @luiscaputoar @valuesci @ghoutanews @joinyellowbrick @kryptoniterese @zvzzt @siyul @cryptowwolf @sullycnbc @enlc @xom @weareoxy @conocophillips @shell @bpplc @bp @lennygrover
Top assets mentioned Golar LNG Ltd (GLNG) YPF Sociedad Anonima (YPF) Transportadora de Gas del Sur S.A. ADS (TGS) lien (LIEN) NovaDEX (NVX) Deutsche Bank Aktiengesellschaft (DB) Goldman Sachs (GS) ArchLoot (AL) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) MP Materials Corp. (MP) Lithium Americas Corp. Common Shares (LAC) Intel Corporation (INTC) TMC the metals company Inc. Common Stock (TMC)
Top Social Posts #
Top posts by engagements in the last XX hours
"$FIP - CEO ADDS MORE STOCK Compass Point Research 8/22/25 Reiterating Buy & $XX PT and upside potential to $17.50-$21+. While there was some noise around 2Q25 results and the WL&E acquisition we believe the WL&A acquisition should be accretive to Transtar's multiple and drive value for FIPand with a pipeline of near term catalysts that could be realized over the next few weeks to months the focus on FIP's SOTP valuation should support FIP shares in our view. We are reiterating our Buy rating & $XX PT based on our SOTP analysis that values FIP's assets based on annualized 4Q26E EBITDA and"
X Link @justfactstruth 2025-08-22T14:20Z 3112 followers, 2419 engagements
"Great overview of $FIP"
X Link @justfactstruth 2025-08-27T17:28Z 3112 followers, 4202 engagements
"$FIP - Citizens- Highlights from Our Recent Conversation with Management Buy PT $XX -Management noted it was buying stock at the end of the second quarter and CEO Ken Nicholson now owns $10M of FIP shares. Importantly he cited on our call that he believes the stock continues to be undervalued at these levels and that he will look to accumulate more when the window allows -The FIP story clearly has a number of moving pieces and layers of complexity and we appreciate (to some degree) the uncertainty it has created within the market but given our long history covering the company (we have"
X Link @justfactstruth 2025-09-16T12:02Z 3112 followers, 5487 engagements
"$LIEN - I love stable and growing yield. I agree with insights from @lennygrover @LionheartInves1 @mbrushstocks and @V_arrell but want to add my perspective on Chicago Atlantic BDC. -Chicago Atlantic BDC ($LIEN) formerly Silver Spike Investment Corp. is a business development company (BDC) focused on 1st Lien Senior Secured Loans to private cannabis and middle-market companies. -In October 2024 Chicago Atlantic acquired a $XXXXX million loan portfolio increasing its portfolio to XX companies with a fair value of $XXXXX million by March XX 2025. -As of Q1 2025 $LIENs portfolio yields an"
X Link @justfactstruth 2025-08-05T18:51Z 3108 followers, 1325 engagements
"$LIEN - 2Q NAV was $XXXXX so trading at XX% discount which is stupid cheap b/c they will invest 100mm of leverage facillity and. - Portfolio has ZERO non accruals - Portfolio has Sr Secured Debt / EBITDA 1.9x - Portfolio has Interest Coverage 3.2x Lastly portfolio is XX% cannabis so if it gets federal rescheduling this will do very well. Check our $MSOS for upside potential"
X Link @justfactstruth 2025-08-15T17:06Z 3108 followers, XXX engagements
"$GLNG - For all those new to the name please read. Under the radar compelling growth story with M&A takeout possible Chairman of Board Tor Olav Troim on May XX 2025- Were already seeing some interest from private equity in acquiring our $XX billion order backlog. As I mentioned before last time they were willing to pay close to our current share price now the backlog is four times larger so Id expect their offer to be significantly higher 101.9mm shares @ $XX = 4.585B 2Q25 bought back XXX million shares @ $41.09 -Golar makes FLNG vessels (floating LNG) -Golar is the only proven provider"
X Link @justfactstruth 2025-08-23T16:08Z 3108 followers, 28.9K engagements
"$GLNG - RIGI derisks this project. BUYING OPPORTUNITY RIGI protection- -Governing law and currency - English Law with dispute resolution pursuant to International Chamber of Commerce (ICC) arbitration in Paris France and in US Dollar -Argentinas first 30-year LNG export license- Argentinas first ever 30-year non-interruptible LNG export license for FLNG Hilli providing security of exports necessary for the significant upstream and midstream investments as well as securing offtake contracts Remember.these assets will be located offshore and can literally sail away From contract Parties cannot"
X Link @justfactstruth 2025-09-08T15:41Z 3107 followers, 9581 engagements
"$GLNG Great note from Deutsche Bank Reiterate Buy Px target $XX -While we acknowledge the ongoing political uncertainty as a result of the BAP election we highlight the following points as it relates to Golar and the floating LNG projects: The Hilli and Fuji FLNG projects have already been declared FID (final investment decision) by Southern Energy S.A. (SESA and the projects are both included and approved under the RIGI (incentive regime for large investments) program. The benefits of RIGI are a reduction in the overall tax rate from XX% to XX% an exemption of import duties for capital goods"
X Link @justfactstruth 2025-09-09T11:56Z 3108 followers, 13.1K engagements
"$GLNG - YPF CEO very positive comments at Gastech 2025 Horacio Marin -Marn emphasized that RIGI Landia 's legal security and contracts with AAA off-takers generate confidence among investors and reduce exposure to local political volatility. "This project is protected against any change of government" he said. -"Neither Sunday's election nor the next one affects us. This is a project for 2060 and no one knows who will be in government at that time" emphasizing that profitability and rock quality are factors beyond political influence. -The CEO explained that the development of Argentine LNG"
X Link @justfactstruth 2025-09-12T15:08Z 3108 followers, 5874 engagements
"$GLNG $YPF $TGS"
X Link @justfactstruth 2025-09-25T12:17Z 3108 followers, 5394 engagements
"$GLNG Some highlights from Goldman Sachs report Clear EBITDA backlog: Golar has been active in executing new long-term contracts supporting recent FIDs underpinning the $17b contracted EBITDA backlog. In the past X months GLNG announced the FID of the Hilli redeployment (2.45 mtpa) and Fuji conversion (3.5 mtpa) in Argentina which together with the Gimi (COD reached in June 2025) brings total nameplate capacity to XXX mtpa and the contracted EBITDA backlog to $17b excluding commodity exposure. We see conversion on securing long-term 20-year fixed contracts as a positive proof point for GLNG's"
X Link @justfactstruth 2025-09-30T13:42Z 3108 followers, 22.6K engagements
"$GLNG $YPF $TGS"
X Link @justfactstruth 2025-10-03T20:44Z 3108 followers, 3315 engagements
"$TGS $YPF $GLNG"
X Link @justfactstruth 2025-10-09T19:38Z 3108 followers, 2801 engagements
"$AL acquired by Apollo Brookfield and Sumitomo Bank Apollo now has two big levers in aviation finance. Apollo is $FTAI partner in the new $4B SCI #1 that was launched this year and will likely do $4.5B SCI #2 that will be announced in 4Q25. Could be some interesting operational synergies. -Redirecting end-of-life aircraft/engines from Air Leases portfolio into FTAIs aftermarket / modular MRO pipeline. -Coordinating fleet transition programs where Air Leases retirements feed into FTAIs secondary leasing and parts ecosystem. -Apollo and Brookfield are capital-rich sponsors; by aligning them"
X Link @justfactstruth 2025-09-02T12:20Z 3112 followers, 3449 engagements
"$GLNG $TGS $YPF"
X Link @justfactstruth 2025-10-06T21:20Z 3112 followers, 3685 engagements
"$NVX Novonix Next Critical Materials US equity stake in the works Novonix is a battery materials and technology company specializing in producing high-performance synthetic graphite anode materials for lithium-ion batteries. The company aims to build a resilient North American supply chain slashing dependence on China for EV and energy storage components. Key partnerships include offtake agreements with Panasonic Energy Stellantis and Volkswagen's PowerCo. It has fully committed its initial 20000-ton Riverside capacity to these companies while planning future expansion to 150000 tons to meet"
X Link @justfactstruth 2025-10-09T16:12Z 3113 followers, 8118 engagements
"$YPF $TGS $GLNG"
X Link @justfactstruth 2025-10-10T14:00Z 3112 followers, 2265 engagements
"$HROW New Long Operates five segments: Dry Eye Retina Surgical Rare/Specialty and Compounded Strategy: Acquire and optimize underappreciated ophthalmic assets scaling them through a specialized vertically integrated U.S. platform that spans sourcing compounding and direct delivery to prescribers and surgical centers. Q1 2025 revenues $47.3mm Q2 2025 revenue of $63.7M (+30% YoY +33% QoQ) EBITDA 17mm XX% Margin -1H 2025 Revs $111mm Investor Day September XX 2025 Highlights -NEW 2925 FY guide $280mm - Implies 2H $169mm -EBITDA margins improve XX% to XX% This Guide was given X days before End of"
X Link @justfactstruth 2025-10-15T15:28Z 3113 followers, 3036 engagements
"I agree buyer $FIP"
X Link @justfactstruth 2025-10-17T11:05Z 3113 followers, 2220 engagements
"$FIP HEATING UP. 3500 Nov XX $X calls trade .55 Cents Earnings Oct XX Catalyst rich. Data Center Deal chatter + Cavern Permits + Transtar Refinancing"
X Link @justfactstruth 2025-10-17T13:51Z 3113 followers, 2087 engagements
"-Shell's Prelude has been a disaster for them. -ENI Spa has two vessels (Tango and Coral) totaling 4mtpa and acquired one from Exmar so didn't even build it. -Golar has this down to a science and with another yard slot locked in they will most certainly provide more FLNGs.maybe for BP at GTA or maybe for NNPC"
X Link @justfactstruth 2025-04-25T18:13Z 3112 followers, XXX engagements
"$FIP - Huge News - LFG APPROVED - Permit to Construct Two New XXX mln Bbl Underground Storage Cavern Systems Including Central Complex For background Phase I Repaunos LTM EBITDA Loss of 7.1mm has already turned due to volumes and pricing and s/ be generating +10mm EBITDA (+17mm swing) Phase II - 3Q24 earnings call FIP announced First completed 5-yr Repauno Phase II propane contract (20k BPD) for $XX mln EBITDA / year - 4Q24 earnings call FIP announced Second completed 5-yr Repauno Phase II propane contract (21k BPD for 27mm EBITDA / year - 1Q25 earnings call FIP announced Third non-binding"
X Link @justfactstruth 2025-10-20T11:05Z 3112 followers, 1733 engagements
"$FIP .Great minds think alike. XX% Short Interest- shorts are cooked Alex Tuohy- - Importantly our Sep report noted "Repauno could attract prospective takeout interest from larger midstream players (most notably Energy Transfer.) once phase X has been fully contracted and phase X permitted/initially commercialized." To be clear XX% of phase X is already under firm contract and the company has an attractive LOI with an interested offtaker for the remaining capacity. - A successful Repauno segment divestiturewould entail further value accretion vs. our SOTP analysis and the associated"
X Link @justfactstruth 2025-10-20T14:12Z 3112 followers, XXX engagements
"$NVX Adding.Novonix is an Australian-headquartered company with significant operations in the US. The company is growing its high-performance synthetic graphite anode material manufacturing operations in the United States"
X Link @justfactstruth 2025-10-20T15:59Z 3112 followers, 2528 engagements