@justfactstruth@davydaytrades@leopoldasch any idea why $FTAI has underperformed so far this year? Frustrating how choppy it��s been. Could have made a fortune trading the swings…
@jdm_trades@atticusanalysis@justfactstruth Also throw in upside from the SCI vehicles for aircraft but also the potential to do that for aeroderivative turbines as well (mentioned in the earnings deck)
@atticusanalysis@justfactstruth $1 billion EBITDA from $FTAI power x 25x multiple = $25 billion market cap alone…yet most of the data center power suppliers are valued even higher.
@baroninvestment@bounceUk89 We have minimal gas exposure now…not to mention UK / Netherlands where the gas exposure is, there are still windfall taxes.