Professional
Added to YB: 2025-06-16
Pitch date: 2025-05-23
FIP [neutral]
FTAI Infrastructure Inc.
-9.02%
current return
Author Info
No bio for this author
Company Info
FTAI Infrastructure Inc. engages in the acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America.
Market Cap
$481.5M
Pitch Price
$5.64
Price Target
10.00 (+95%)
Dividend
2.90%
EV/EBITDA
31.34
P/E
-1.77
EV/Sales
11.69
Sector
Ground Transportation
Category
growth
Tourlite Capital Management Portfolio Holding: FTAI Infrastructure Inc.
FIP (holding update): Multiple catalysts could drive 100%+ upside from $5 share price. Approaching fundamental inflection - run-rate EBITDA to hit $300M by year-end (doubling earnings). Growth levers: datacenter dev at Long Ridge, new Jefferson contracts, Transtar M&A, Repauno phase 2 (2026) & phase 3 permitting.
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