Oct. 25 at 7:46 AM
$NFE
This is my personal theory , though I very well could be wrong: ( FYI: I'm pretty stupid, so keep that in mind)
When you're highly indebted like NFE is, that is TYPICALLY not a good thing, however, when you have billions like Wes does, it is not a bad thing, AND, more importantly, when you come from the financials markets and previously worked at BlackRock, and had your own financial firm in the heart of New York City, and you sold that and made bank for yourself and other billionairs, lets just say you're likely smarter than the rest of us, at least when it comes to debt
If you look at recent purchases, you will see , specifically, a BlackRock fund:
iShares Trust-iShares U.S. Infrastructure ETF 9.4M Sep 30, 2025
See that date?
Why would an ETF want a share of a company that is supposedly heading to bankruptcy?
I'm NOT a financial expert, and I don't have the time ( or the knowledge) to really explain all that is happening, and how high debt can be a good thing ( in certain situations ; ie, a company that has shown to make a profit but is "highly indebted" )
All I know is that Wes is a billionair with a high stake in the shares of the company, and is very well connected with other billionairs. They will look at the current market price of New Fortress Energy and laugh at the opportunity. They will look at the future bond prices , which are trading UNDER dollar value, and laugh at the opportunity..
Outside of recently released financial data, I don't know what is going on behind the scenes. All I can do is follow the trail of money, stock purchases, bond prices, etc.. and I can see exactly why this company is a huge future success story, and not the failure it is made out to be. Again, Wes Edens is no fool. Wes Edens has a hugely success financial company ( it sold, but it made bank), Wes Edens worked for BlackRock. Wes Edens has BlackRock and others pouring money into the company's shares / bonds??)
Now, to those that are shorting this company... what is your financial background in making that decision? I , personally, would not bet against this man ( or his daughter Mallory Edens the 3rd- for those wanting to know) :-)
And I'm not someone that will push something that I do not personally believe in. I don't have it in me to sell people on FUD. I put my money where my mouth is, and I've invested heavily in this company's " potential" turn-around.
Good luck . i hope others that believe in the turnaround. can change their portfolio for the better!
Peace
