Guasty Winds

Reformed short seller. Looking for inflections

[Guasty Winds @GuastyWinds]

$PUMP is my top pick in Data Center power.

It's perhaps the most asymetric opty I've seen in public markets with reasonable liquidity.

I think this can easily be a $30-40 stock in 2-3years. Net cash balance sheet and 15% fcf yield protect downside.

[Terton Capital @terton_capital]

We wrote an Open Letter to the Board of Directors of Golfzon Holdings.

https://t.co/tO6z64CYpx

We are strong believers in the corporate governance reforms that are unfolding in Korea and would like stakeholders, including shareholders, employees, customers, and society, to understand the facts and actions behind the tender offer made by SJ Investment Holdings, a vehicle directly tied to the former CEO. We believe that this transaction undermines Korea's corporate governance efforts and credibility, and potentially dampens foreign investor appetite for Korean equities.

[Guasty Winds @GuastyWinds]

@puppyeh1 @pussyisalive was there sat night, cool spot

[Guasty Winds @GuastyWinds]

@OnodaCapital was a leag breaker though tbh

[Guasty Winds @GuastyWinds]

@psaibuhr felt personal yesterday

[Guasty Winds @GuastyWinds]

@StockJabber congrats man. What’s next?

[Guasty Winds @GuastyWinds]

@rich_toad Chris Hansen and Valiant Capital. He was a partner at Blue Ridge so more of a grand cub. They’ve been amongst the best performers of the Tiger Cubs in recent years and one of the few true short-focussed (if only?) tiger cubs left

[Guasty Winds @GuastyWinds]

@John_Hempton what’s your rating?

[Guasty Winds @GuastyWinds]

@DeepSailCapital gotcha - thanks

[Guasty Winds @GuastyWinds]

@DetTigs4eva I think it was because of my post ;)

[Guasty Winds @GuastyWinds]

@Inves2grow @ArgoNunya1 They already signed a deal with GE

[Guasty Winds @GuastyWinds]

@Shiningboy correct I no longer write about shorts or short stocks. That was a few years ago

[Guasty Winds @GuastyWinds]

I don’t short anymore and try not to comment on short reports, but this is some of the best investigative work I’ve seen in a long time. 👏

My gut tells me this will be a penny stock before too long. No position. $TE

[FuzzyPanda @FuzzyPandaShort]

Whether you are long or short T1 Energy (TE), we think everyone can agree that US taxpayer money should NOT be going to China at all.

Today we reveal internal documents from T1 Energy which prove that T1 has been funneling US Solar Tax Credits to a Chinese Co, Trina Solar. T1 has been caught red-handed, and a whistleblower provided us the receipts to prove it.

T1 has been busted sending tens of millions of US Tax payer dollars to a company that the US Dept of War has recently labeled a “Chinese Military Company"

See for yourself how many tens of millions of US tax payers hard earned dollars that T1 has funneled to their Chinese business partner quarterly.

T1's internal financials even reveal that they are planning to keep paying out US Tax Credits to China in FY 2026 if they receive the payouts.

We also uncovered that T1 Energy’s has been misleading investors about where they are licensing their IP from. They claim to be paying for IP from a new Singaporean IP partner, Evervolt. BUT internal documents show no sign at all of Evervolt.

However, the books and records do show T1 Energy still accruing IP payments to Chinese partner, Trina Solar. These payments completely invalidate the FEOC lies that T1’s management has been spinning.

We are short T1 Energy and think that funneling US tax dollars to China is unpatriotic and appalling.

[Guasty Winds @GuastyWinds]

@NJ_Capital_ i just manage my own money and don’t see a need

[Guasty Winds @GuastyWinds]

@AtaiCapital congrats. Had been watching since last year and hoping for a lower price.

[Guasty Winds @GuastyWinds]

Interesting article in the FT thismorning. $KVHI

"Although few chief executives have gone as far as to travel to meet their crews on the ships, many have provided better access to the internet so crew can stream films and video call their families."

https://t.co/BOGZUTRi6R

[Guasty Winds @GuastyWinds]

@Inves2grow I figured if you think there's a 50-50 chance they'll win some more order, you have to make the bet becuase the downside is so protected and the upside could be very meaningful. Not a home run but really attractive R/R.

[Guasty Winds @GuastyWinds]

Guasty Winds Disciples know that I look for two things in a stock: asymmetry and inflection. Fuel Tech $FTEK has both in abundance. Heads I win big, Tails I lose small. Investors have lost patience with the company, but I see things differently. Let's get into it.

[Guasty Winds @GuastyWinds]

The set-up reminds me a lot of $TGEN, a company I also followed for some time and missed. They’d promised some big wins which got delayed and the market gave up. Recently, they’ve started to deliver and the stock has ripped back. We could see $FTEK follow a similar path.

[Guasty Winds @GuastyWinds]

The asymmetry to me is extreme and the stock is barely trading off its lows despite potentially being on the cusp of a meaningful inflection. Heads – a few data centre wins – and FTEK could be a multi-bagger. Tails – no meaningful wins – and I lose 10-20%. I am long.