May. 20 at 7:00 AM
$NFE
Why do they so desperately want you to sell your shares?
1. 50m+ in outstanding shorts plus unknown amount of synthetic and naked shorts.
2. The hidden value of the company. 1.5 MTPA current capacity. 1 MTPA more coming online in Jan 2027. 1.5 MTPA more in 2029. Both long term supply contracts fully signed with
$VG. Total 4 MTPA of natgas worth many billions of dollars. All produced or acquired at low US Henry Hub prices.
NFE has the opportunity to keep selling this gas at high European TTF, Asia JKM spot prices, arbitraging low US Henry Hub prices. None of this is currently built into NFE's 2026-2029 conservative EBITDA guidance numbers.
Basically, the Iran War is the godsend for NFE, and the nightmare scenario for shorts that they did not anticipate. Ask why creditors agreed to the restructuring just a week or so after the start of the War: they saw the same opportunity