Professional
Added to YB: 2025-11-21
Pitch date: 2025-10-21
FIP [bullish]
FTAI Infrastructure Inc.
-17.58%
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
$5.91
Price Target
15.00 (+192%)
Dividend
2.90%
EV/EBITDA
31.34
P/E
-1.77
EV/Sales
11.69
Sector
Ground Transportation
Category
value
Tourlite Capital Management Portfolio Holding: FTAI Infrastructure Inc.
FIP (holding update): Transformative Wheeling & Lake Erie Railway acquisition + refinancing creates 'RailCo' worth $10+/share at 12x $200M EBITDA. Repauno secured Phase 3 permits, $12+/share at 10x $190M total EBITDA. Long Ridge data center deal catalyst adds $6/share. Total $15+/share upside as assets monetize.
Read full article (2 min)