Prescience Point Capital

Prescience Point Capital Management is a research-focused, catalyst-driven investment firm founded by Eiad Asbahi in 2009. Read disclaimer on our website.

[Prescience Point Capital @PresciencePoint]

In 2019–2021 I was in a prolonged and adversarial public dispute with @AlderLaneEggs over MiMedx. Marc had pursued the company as an activist short, and Prescience Point was on the other side of the trade.

During that period I got personal, stayed in the fight too long, and conducted myself in ways I wouldn’t engage in today. I regret having taken it that far; I should never have let a professional dispute take a personal turn.

Marc - I’m sorry. I own my behavior back then, and apologize for the negativity I propelled. You did not deserve it. Our dispute was public and deserves a public apology.

- Eiad

[Prescience Point Capital @PresciencePoint]

@endless_frank The company behaved rationally so not sure what all the fuss is about

[Prescience Point Capital @PresciencePoint]

@RealIanhollins1 Eesh, I had a tough streak there. I've taken a long break to reassess, am focused on correcting from my mistakes. We all get our turn. Be easy, stay humble! I respect your history in this game.

[Prescience Point Capital @PresciencePoint]

Hats off to $ASLE on the receipt of an STC for its GAME CHANGING Aeraware EFVS for use on the 737. While we were off on our timeline for certification, we have always been steadfast in our conviction that this first of its kind commercial aviation technology would be approved.

This is only the beginning. With the STC in-hand, we expect $ASLE to soon announce several initial orders, including a large order of at least 250 units from a major domestic airline which we believe to be $UAL

Over the near-term, we believe these initial launch orders will push $ASLE’s share price to beyond $20. Over the long-term, we continue to expect the Co’s shares to exceed $45, driven by continued industry adoption of AerAware, along with strong growth in its core aftermarket biz

[Prescience Point Capital @PresciencePoint]

@Seawolfcap Great point @Seawolfcap

[Prescience Point Capital @PresciencePoint]

@Alex__Pitti @ts341393 @Fxism Show me

[Prescience Point Capital @PresciencePoint]

@OddDiligence Just commenting on a technical setup. Can you look at the option chain and let me know if you see something that contradicts my assessment? Also, no offense to your positioning.

[Prescience Point Capital @PresciencePoint]

@Alex__Pitti If it sustains upward momentum, yes, significant potential for a gamma squeeze (see option chain); if not, no worries

[Prescience Point Capital @PresciencePoint]

@Alex__Pitti This is you disagreeing, right?

[Prescience Point Capital @PresciencePoint]

@Alex__Pitti Nothing personal. Look at the option chain.

[Prescience Point Capital @PresciencePoint]

@DeepValuePlay It looks to me like the STC announcement was used as a liquidity event, possibly by someone in the know that Leonard Green would make another sale just days later.

[Prescience Point Capital @PresciencePoint]

@BuyandSold Check your dm's

[Prescience Point Capital @PresciencePoint]

@BuyandSold @AerSale https://t.co/M6rWxP74Qw

[Prescience Point Capital @PresciencePoint]

We think @AerSale's AerAware product is a revolutionary technology that’s about to get FAA approval after a long delay. The stock is severely undervalued and we think multiple catalysts could boost it to over $20 with a month. In a year it could nearly triple. 🧵$ASLE

[Prescience Point Capital @PresciencePoint]

@biotechfan20 What gives you confidence they'll get there?

[Prescience Point Capital @PresciencePoint]

@FI_JDH 40/60... i was under the impression of $pct being universally hated.

[Prescience Point Capital @PresciencePoint]

@marketplunger1 @hkuppy That is $ASLE's core business, with its recently approved EFVS Aeraware as the cherry on top. Read our research paper:

[Prescience Point Capital @PresciencePoint]

We think @AerSale's AerAware product is a revolutionary technology that’s about to get FAA approval after a long delay. The stock is severely undervalued and we think multiple catalysts could boost it to over $20 with a month. In a year it could nearly triple. 🧵$ASLE

[Prescience Point Capital @PresciencePoint]

https://t.co/Nwp8Lwj5QM

[Prescience Point Capital @PresciencePoint]

Keep in mind, $ASLE has a high short interest in relation to its float. Those short $ASLE have been desperate to cover their positions, even having hired an activist to create a fake storyline to frighten longs into selling the stock as the shortsellers behind the report buy to cover. This is evident in real time short interest data, which indicates an incremental decline in short interest since the short report was published. 🤦‍♂️ They are stuck in a low float, thinly traded equity entering a bull market on two fronts, in its core business and AerAware.

[Prescience Point Capital @PresciencePoint]

The short report on $ASLE is a clear attempt to #smashandgrab. In a nutshell, here's why:

According to real time short interest data, the short interest in $ASLE didn't increase at all going into the report, which is atypical and signals a lack of conviction in the information presented. A basic factcheck of the information in the report indicates its conclusions lack a reasonable and adequate basis -- the author really stretched the truth with this one.

$ASLE is a very illiquid stock with transformative catalysts that are IMMINENT. The short interest stands at >12% of float. The report is clearly a desperate attempt at exit liquidity ahead of potentially getting your face ripped off. Good luck with this one.

[Prescience Point Capital @PresciencePoint]

$ASLE Cue face-ripping rally.

[Prescience Point Capital @PresciencePoint]

@YanivUliel Appreciate the shout out. Very compelling ideas to come. What's your favorite?