Jun. 4 at 6:37 PM
$FIP $FTAI
FTAI Infrastructure (FIP) appears to be entering a new phase. The company continues to grow EBITDA, with its freight rail operations emerging as the primary earnings driver. The announced
$1.52 billion sale of Long Ridge Energy is expected to significantly reduce debt, strengthen the balance sheet, and provide capital for future acquisitions. Management has indicated that expanding the rail platform remains a priority. While the market has yet to fully re-rate the stock, likely due to leverage concerns and limited long-term guidance, the combination of deleveraging, rising cash flow, and acquisition potential could create meaningful shareholder value over time.
