Added to YB: 2026-04-14
Pitch date: 2026-04-10
NFE [bullish]
New Fortress Energy Inc.
-9.03%
current return
Author Info
Company Info
New Fortress Energy Inc. operates as an integrated gas-to-power energy infrastructure company that provides energy and development services to end-users worldwide.
Market Cap
$199.9M
Pitch Price
$0.72
Price Target
3.00 (+327%)
Dividend
N/A
EV/EBITDA
21.96
P/E
-0.14
EV/Sales
5.37
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Fallen Angels Part I: New Fortress Energy $NFE
NFE: Restructured via UK to avoid full wipeout; 65% diluted now + $2.5B preferred converting in 3yrs (worst case 95.45% total dilution). Post-Brazil carve-out: $3.5B BV assets (Puerto Rico, Nicaragua, Mexico, FLNG1), $527M debt, guiding $400M 2026 EBITDA → ~$300M FCF. EV/EBITDA 6-10x implies $2.4-4B EV. Upside if Edens refinances preferreds w/ bonds + FCF buybacks (14% equity vs 4.55%). Bull: $3/share in 3yrs (5x), 1.25x debt/EBITDA. Risks: LatAm gov cooperation, dilution path unclear.
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