AHL_Finance
$NFE My Long-Term Bull Case
Let's assume management successfully stabilizes operations and NFE can generate $400M–$600M in annual EBITDA by 2029.
Even assuming FULL preferred equity conversion and the resulting dilution, I still see a reasonable path toward a $40 share price long term.
The debt looks manageable if cash flow recovers. The real challenge is execution:
- Fast LNG turbines need to be back online.
- Nicaragua needs to become operational.
- Existing operations must stabilize and generate consistent cash flow.
- Global energy demand and LNG market conditions need to remain supportive.
None of this is guaranteed, and there are obviously significant risks. But I believe the underlying assets have substantial value if management can finally deliver.
At today's valuation, the market is pricing in a lot of failure. I'm betting there's still a path to recovery.
Long-term perspective. Not financial advice.
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