Tourlite

Investment Manager - founded by @jeffreycherkin --- Disclaimer: Not investment advice. Opinions are our own. Retweets are not endorsements.

[Tourlite @_Tourlite]

We are long @ProventionBio $PRVB

We believe there is significant upside as approval for its Teplizumab drug is approaching.

The FDA plans to communicate proposed labeling by 10/17. The company would likely disclose any problems as they have in the past... (1/3)

[Jeff Cherkin @JeffreyCherkin]

FTAI Announces $1.465 Billion Gas Turbine Generator Set Order Through J&F Power Systems

https://t.co/hxE9O89yqy

[Jeff Cherkin @JeffreyCherkin]

$FTAI Power JV partner: Yantai Jereh Oilfield’s Unit Wins $1.47 Billion Power Order

FTAI Power business is real and the stock does not reflect the reality

$Meta $Googl $amzn $msft $spcx

[Jeff Cherkin @JeffreyCherkin]

https://t.co/lOqnCMCoiq

[Jeff Cherkin @JeffreyCherkin]

Josh Sullivan, early bull on $FTAI <$20, believes FTAI Power has a longer runway than many assume with tailwinds from AI/data center build outs.

FTAI 25mw Mod-1 is a flexible power options which can be transported and used as a way to increase capacity at an existing facility

[Jeff Cherkin @JeffreyCherkin]

Jones analyst Josh Sullivan's $FTAI note this morning is the most realistic 2027 EBITDA estimate from the sell side.

Josh's $2.9bn is 30% above cons $2.2bn

$FTAI currently trading at 8x Josh's 2027 EBITDA

[Jeff Cherkin @JeffreyCherkin]

$FTAI Power is basically the only guy on the block with 2027 capacity. 100+ engines = 2.5GW+ of 2027 capacity

$GOOGL $META $SPCX all need power for their promised 2027 capacity

@zerohedge

[Jeff Cherkin @JeffreyCherkin]

After announcing FTAI Power in December and a $GE partnership this morning: what if $FTAI does $2.9B of EBITDA in 2027, compared to current consensus estimates of $1.8B? It is likely the stock would trade above $400

[Jeff Cherkin @JeffreyCherkin]

Estimates will likely continue to go higher from here $FTAI

[ToffCap @ToffCap]

Interesting $FIP update from @_Tourlite, seeing multi-bagger potential.

The market didn't take $FIP ’s August deal to acquire Wheeling & Lake Erie Railway well, mostly due to headline leverage and preferred-equity warrants, but this misses the long-term value creation.

Many assets are still ramping, masking true earnings power. Management is signaling confidence through early option exercises.

RailCo alone could be worth $10+ per share, Repauno another $12+, and Long Ridge $6–12 depending on a data-center agreement.

Altogether, $FIP SOTP could exceed $15 per share as catalysts unfold over the next year.

[Jeff Cherkin @JeffreyCherkin]

Big news for $FIP. The recently approved Phase 3 permits at Repauno could add $100M in EBITDA in 2 years. The asset would go from losing money to generating ~$190M EBITDA, making it potentially FIP’s most valuable asset

[Jeff Cherkin @JeffreyCherkin]

We continue to believe $FTAI is one of the most attractive asymmetric opportunities in the market. We believe the stock is worth over $250 within the next year and has multiple catalysts over the next two years

[Jeff Cherkin @JeffreyCherkin]

$FTAI call highlights: 1) FY25 EBITDA raised, 2) Upside momentum to FY26 assumptions, 3) 2H FCF "unspoken for" and could be looked at in regard for shareholder returns, 4) $4B Strategic Capital Initiative strategy off to the races,

[Jeff Cherkin @JeffreyCherkin]

CEO of $FTAI just used his entire $14 million lifetime gift exemption to transfer FTAI shares into a dynasty trust. For a Fortress partner likely with significant other assets, that says a lot about his confidence in the stock’s future appreciation

https://t.co/tZKCgavgp2

[Yellowbrick Investing @joinyellowbrick]

@HaydenCapital @LaughingH20Cap @gatorcapital @ArtkoCapital @SagaPartners 12) $FTAI by Tourlite Capital (+190%)

FTAI Aviation was one of the more popular picks among small-cap funds this year and worked out for all of them

[Jeff Cherkin @JeffreyCherkin]

Congrats to $FTAI

[Jeff Cherkin @JeffreyCherkin]

Nice analysis on $FIP! We have owned the stock since its spin off from $FTAI

[Jeff Cherkin @JeffreyCherkin]

$FTAI

[Tourlite @_Tourlite]

Very cool technology from $LTCH
https://t.co/Jx8S1OJLKJ

[Jeff Cherkin @JeffreyCherkin]

Excited to hear what @JamieSiminoff has been working on during the Latch $LTCH/Door.com event on Tuesday June 4th at 9am ET.
Tune in to https://t.co/G5lu4xwOYY

[Tourlite @_Tourlite]

@InvestSpecial @gatorcapital @InvestorPilk @Fairlight_Cap @vdmandele @DeepSailCapital @JamesHollier24 @Headwaters_Cap @SagaPartners Thank you Dalius