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TECHNIP $FTI up to buy at Jefco -- higher oil prices lead to higher orders and 50% higher share price
Oil is entering a multi-year bull run - how to position yourself for the coming energy crisis.
Oil is entering a multi-year bull run - how to position yourself for the coming energy crisis.
Hi. FTI in the money call is only 15$.
My trading ideas and watch list for next week
$FTI TechnipFMC is greatly undervalued. Oil continues to go up but this is one of the few stocks that have lagged behind and no loving. Value should be at least $25 and nice float. What do you guys think about this one? This one is really to go! YOLO!!! Whoever wants in, confirm!
Does anyone have morningstar? $FTI, $SPLK
New swing trader. Anyone into FTI?
$FTI: My Big Pud Play For May Has Come Back For More.
CL=F is still rising, but Oil itself is not the play. Do this instead.....
Mentions
Closed today: - TP on Calls: ADI • PODD • RSI • TNL - TP on Puts: FVRR Opened today: - Calls: PRAX • GTX • FTI - Puts: NICE • EPAM • ETSY • LKQ *DISCLAIMER: Nothing here is investment advice, and certainly not recommendations. Do not pass go and do not collect $200 because Monopoly money is fake, just like our fiat currency...*
FTI has been such an awesome name to own.
Stuff like FTI still blows me away. I'm up like over 100% on the investment, fundamentals still are fine and pays a little dividend. Crazy how you can just buy good companies and like them compound.
FTI has been a great buy as well. Fun little company.
That’s what I saw as well. Also some concern around the dividend, but not worried overall, since they still are the largest compressor of natural gas. I have looked into FTI and posted about it. Long term holder.
i was looking at AROC and they seem to have had heavy CAPEX in some of the recent quarters leading to low / -ve FCF in some of them. Were you able to get comfortable with the drivers of that? Also, just wondering whether you have looked at FTI?
also to add to the above: # The "Heavyweights" at the Table (Restructuring) This isn't just a generic debt talk; the world’s most powerful restructuring firms are in a room deciding the fate of the company. **Representing NFE:** **Houlihan Lokey** (the #1 global restructuring advisor). They specialize in "Liability Management," which is a fancy way of saying they find ways to save the company and the equity without a total wipeout. **Representing the Lenders:** **FTI Consulting**, alongside heavy-hitting law firms **Akin Gump** and **Paul Weiss**. **The "UK Scheme":** Management is reportedly exploring a **UK Scheme of Arrangement**. Unlike a US Chapter 11, this is often faster, more surgical, and can allow the company to restructure its debt while keeping its massive assets (like the PR contract) untouched. **Why it Triggers a Squeeze (The "Survival" Rally)** Short sellers are currently betting on a **$0.00** outcome. A U.K. Scheme is a court-sanctioned deal that allows NFE to keep operating. * **Removing the Zero:** The moment a Scheme is sanctioned, the "Bankruptcy" thesis dies. Shorts who are paying **98% interest** to wait for a collapse will realize they are trapped in a solvent company. * **The Forced Cover:** If the stock price jumps on the news of a successful restructuring, shorts will be forced to buy back **64 million shares** into a rising market to limit their losses. # 2. The Impact on Current Shareholders (Dilution vs. Value) A U.K. Scheme usually includes a **Debt-for-Equity Swap**. This means some of NFE's $9.3B debt is deleted in exchange for new shares. * **The Bad (Dilution):** Your percentage of the company gets smaller because there are more shares in existence. * **The Good (Enterprise Value):** While you own a "smaller slice," the **size of the pie** often grows significantly. A company with $4B in debt is worth exponentially more to the market than a company with $9B in debt. * **Contract Protection:** Unlike a U.S. Chapter 11, the U.K. Scheme is designed to be **"contract-neutral."** This means NFE's crown jewels—the **$3.2B Puerto Rico contract** and the **Brazil terminals**—remain intact and operational, protecting the underlying value of the business. # 3. Why Houlihan Lokey matters here NFE hired **Houlihan Lokey** specifically because they are the masters of the "Liability Management Exercise" (LME). * Their goal is almost always to **avoid a wipeout.** * They often structure deals where existing shareholders keep enough equity to benefit from a "recovery rally." If they can negotiate a deal where debt is pushed back (matures later) rather than converted to shares immediately, dilution is minimized, and the squeeze potential maximized.
$NXT - Solar is growing a ton in utility market. Market likes to lump solar into one thing, but the residential market is way different than utility. Outside of data center, grid needs to be updated and we need to generate more power. NXT is also growing internationality. Plus, they do the software and arrays that make it so panels track the light, so it's not really a panel play. $FTI - Smaller cap off shore driller. Offshore still seems to be growing for oil. They keep winning contracts and seeing backlogs grow. Also, Gross Margins and Operating Margins continue to make this a cash generating machine. Also a high ROIC company.
FTI does offshore and been such a great buy for me.
Of course man! Posted about them awhile ago, really interesting company. I don't know a ton of about the industry, I try to stay away from oil, like I've been burned in the past with WFRD. However, this company has growing backlogs and offshore actually seems to in a solid place in terms of demand. They are also buying back stock and really doing a great job with improving margins. I'm a fan of this site as well for breaking out earning reports: [https://www.stocktitan.net/news/FTI/technip-fmc-announces-third-quarter-2025-i379bi9ma42g.html](https://www.stocktitan.net/news/FTI/technip-fmc-announces-third-quarter-2025-i379bi9ma42g.html)
Not Creeme, but I've been long on FTI for a bit. Great company with solid fundamentals. Up big today due to earnings, but not a bad name to look into if you are looking into offshore drillers. [https://finviz.com/quote.ashx?t=FTI&p=d](https://finviz.com/quote.ashx?t=FTI&p=d) [https://quickfs.net/company/FTI:US](https://quickfs.net/company/FTI:US) Their presentation from earnings this morning: [https://www.technipfmc.com/media/rclphz5q/technipfmc-3q-earnings-presentation.pdf](https://www.technipfmc.com/media/rclphz5q/technipfmc-3q-earnings-presentation.pdf)
You post wrong information with "the first menin inhibitor in NMP1 setting", this is likely not true as Syndax has filed for it too and will get it a month earlier. Also the Syndax compound is already approved for a different mutation, so is about 1-2 years earlier to market with a similar compound as Kura (the competitor compound does prove to sell well though). The real short term driver is the peak-preview of the FTI phase 1 results at ESMO next month. IF these show indeed synergistic effects with existing inhibitors, then choices need to be made which combinations to take for phase 2 trials. Each big pharma will want to see their inhibitor tested in such combination therapies. Therefore a big pharma deal is likely in short term IF the phase 1 is positive.
7/24/25 17:30 EST $BE Bloom Energy: +22.95% $WST West Pharmaceutical Services: +22.78% $ICLR ICON Public : +16.15% $FTI TechnipFMC plc: +11.76% $OKLO Oklo: +11.38% $ASGN ASGN: +11.26% $STVN Stevanato Group S p A : +10.00% After hours and Pre-Market is what the rest of the world and the kids are into. . .
Great day for some offshore/subsea names off earnings. FTI and OII.
Yeah, not an expert, but off shore seems like a place that is growing, part of why I bought FTI. Even with them, they are a one of those companies improving eps and margins with less revenue, with something that I think wall street overlooks. When you watch the top and bottom of growth, but miss a company generating more FCF with less revenue, you're finding gold.
FTI having a solid day. Even MDTR is killing it. Probably just broadly oil is doing well.
I don't disagree. I'm in the camp of abundance. I think we should be doing everything we can to get LNG to allies and I agree I don't think oil is going anywhere. Just pointing out that a lot of the future is still going to be things like solar + battery storage and LNG. I own FTI as many oil pay, they do subsea, which is seeing growth.
I really think there's something to holding a larger amount of tickers. It has actually really helped me be more flexible. Its allowed me to stay almost completely invested while being able to easily cut losers and add to winners or try out new positions. Agreed with FTI, think it will be a nice slow burn and a cool way to get a little oil exposure
That's my problem, I always want to buy everything. Totally understandable with FTI. To me, this is a slow and hold name. Just find the subsea stuff really cool. Plus with OII, the valuation is pretty tempting, plus I'm a sucker for getting more defense exposure.
too many darn tickers! This seems rad as hell, FTI as well. I had a bit of FTI but cut it to make room for some names that I think short term will perform better. Just too many names I want to own....
I posted about this company late yesterday, but still think they look interesting. No position in them, but they just seem cool lol. It's OII. The valuation isn't terrible by any means: [https://finviz.com/quote.ashx?t=OII&ty=c&p=d&b=1](https://finviz.com/quote.ashx?t=OII&ty=c&p=d&b=1) They just won a fixed price navy contract: [https://investors.oceaneering.com/news/news-details/2025/Oceaneering-Announces-U-S--Navy-Contract-Award/default.aspx](https://investors.oceaneering.com/news/news-details/2025/Oceaneering-Announces-U-S--Navy-Contract-Award/default.aspx) Here's the latest quarter presenation: [https://s201.q4cdn.com/108344635/files/doc\_presentations/2025/May/19/FINAL-Q1-2025-IR-Presentation.pdf](https://s201.q4cdn.com/108344635/files/doc_presentations/2025/May/19/FINAL-Q1-2025-IR-Presentation.pdf) I find the subsea/robotics stuff really interesting, it's part of why I ended up buying FTI.
what do you think of FTI now? I'm wondering if it is the right move to sell
$CW won a nice little contract from the air force CW has been awarded an approximately $80 million firm-fixed-price Indefinite Delivery, Indefinite Quantity (IDIQ) contract by the United States Air Force (USAF) to provide its High-Speed Data Acquisition System (HSDAS) hardware and associated repair services. * The company said the contract covers its full line of Flight Test Instrumentation (FTI) products and will support production platforms as well as future USAF development programs. * Under the agreement, Curtiss-Wright will provide its HSDAS aerospace instrumentation technology including High Speed Data Acquisition, Network, Recording, Gateway, RF, and Data Analysis Software (IADS) products and services. * The sole-source contract provides products, enhancements, upgrades, repair services, field service, and technical support to the HSDAS equipment and is scheduled to run through March 2030, said the company.
>They're cutting contracting to the bone too, these organizations arent immune to that. [https://www.cato.org/blog/doge-fell-short-spending-cuts-now-congress-must-lead](https://www.cato.org/blog/doge-fell-short-spending-cuts-now-congress-must-lead) >Back in October, Elon Musk set the spending cut target at $2 trillion. That was quickly walked back to $1 trillion. Over the last few months, DOGE has had some modest successes, eliminating billions of dollars in government contracts and shrinking the federal workforce by about 12,000 personnel on net (closer to a 130,000 personnel cut in gross). At the same time, DOGE has suffered several major legal setbacks and self-imposed embarrassing blunders. The cumulative result? Elon lowered DOGE’s estimated savings again. This time down to $150 billion. Seems like the cuts are way less to what people think are going to be. Plus we are looking to pass a 1T defense budget. CACI literally just raised full year guidance. ServiceNow also reported seeing wins with government contracts. Do you have any data around them cutting contracts to the bone? > Will BA really be in good shape 6 months from now if the tariffs arent rolled back? There is a ton of demand for jets and other products in aerospace right now. Look at ERJ for example. [https://www.airwaysmag.com/new-post/embraer-record-2024-revenue-deliveries](https://www.airwaysmag.com/new-post/embraer-record-2024-revenue-deliveries) >ERJ's firm order backlog accelerated to US$26.3 billion, a sound market position in commercial aviation and other jets markets. >"Our 2024 performance demonstrates strong demand, operational excellence, and discipline," said ERJ President and CEO Francisco Gomes Neto. The backlog, “combined with investment-grade credit ratings, puts us in position for long-term growth." Even with failing oil prices, FTI put up strong numbers and strong backlogs. Do you have any data from companies to reflect what you are saying?
I'll have to check it out. FTI just got my with their use of robotics and how much their are increasing their EPS. As an investor, I'm cool with revenue slowing as long as you are increasing income/EPS from it. Kind of like how LMB shifted to higher margins and seeing some revenue slow down, but still making way more money because of those high margins and re-occuring revenue. Yeah, I know own MTDR, ARIS, and FTI for the oil plays. KBR is a defense name, but they been winning some LNG contracts.
Yeah, i mean I don't know a ton, but bought some FTI just to get some exposure in the space. I think they are just a really interesting company and it's cool they do like end to end for offshore.
Not sure if you follow Offshore stuff at at all, but FTI reported this morning and their backlog of offshore projects is really impressive.
Forget $FTI report this morning. Market seems pretty happy about. Seems like off shore is still pretty strong for them. Q1 Non-GAAP EPS of $0.33 misses by $0.04. Revenue of $2.23B (+9.3% Y/Y) misses by $20M. Total Company inbound orders of $3.1 billion; Subsea of $2.8 billion, a book-to-bill of 1.4x TechnipFMC's total inbound orders for the quarter reached $3.1 billion, driven significantly by the Subsea segment, which contributed $2.8 billion—reflecting a book-to-bill ratio of 1.4x. This marks the eighth time in nine quarters where orders surpassed revenue, underscoring steady demand for integrated services like iEPCI™ and Subsea 2.0®. Notable project wins include a major iEPCI™ contract by Shell for its Gato do Mato development offshore Brazil and a large contract from Equinor for the Johan Sverdrup Phase 3 project in Norway. Financially, TechnipFMC maintained a strong position with cash flow from operations at $442 million and free cash flow standing at $380 million. The company's total shareholder distributions were $271 million, which included a $250 million share repurchase initiative. Looking ahead, the company remains optimistic with a solid backlog of $15.8 billion, 95% of which is anticipated to be generated from activities outside of the U.S. land market. This forecast is backed by the continued strength in the Subsea segment, where opportunities are highlighted by new frontiers including Guyana, Suriname, Namibia, Mozambique, and Cyprus.
Worked at FTI there were some smoke shows. And super nice. Highly competent.
Wtf happened to FTI, cant find any news, has to be more than macro stuff right?
FTI just scored 1B contract [https://www.stocktitan.net/news/FTI/technip-fmc-awarded-major-i-epcitm-contract-for-shell-s-gato-do-mato-ymlg57bcpg9k.html](https://www.stocktitan.net/news/FTI/technip-fmc-awarded-major-i-epcitm-contract-for-shell-s-gato-do-mato-ymlg57bcpg9k.html) **TechnipFMC (NYSE: FTI)** has secured a major integrated Engineering, Procurement, Construction, and Installation (**iEPCI™**) contract from Shell for the Gato do Mato greenfield development offshore Brazil. The contract value exceeds **$1 billion** and will be included in inbound orders in Q1 2025. The project will implement TechnipFMC's **Subsea 2.0®** configure-to-order (CTO) subsea production systems, combining integrated execution to streamline project management and accelerate time to first oil through a single interface. This award builds upon a 30-year partnership between TechnipFMC and Shell, highlighting their strong delivery record in subsea solutions.
Hi there, I have a really good position to answer that question from. I've been supporting the FAA in a technical support position for almost 10 years. Due to Trump I was laid off about a month ago. I also use Starlink as my primary ISP. So I consider myself pretty well qualified to answer this question. Stability: its worth mentioning that internet outages at air traffic control facilities are surprisingly common and typically don't have a backup except for mobile hotspots. This is not a joke. Out of the 22 facilities I supported, any 1 or 2 would be down at any time of the week during normal times. During big outages half of them might be down at any given time. Outages generally did not last beyond 24 hours. Meanwhile my starlink has been running for 5+ years without the longest disruption being about 15 minutes. Speed: FAA facilities are generally limited to 20MBPS total for the whole facility. So if the manager is downloading a 20gig file, the rest of the facility feels it until the download is complete. This is done due to budget restrictions; expanding those speeds requires contractual renegotiations, and probably a note from congress for the budget to improve those speeds. By starting with Starlink now they'll be able to align themselves with industry standard broadband speeds. Furthermore, expanding those speeds only requires the purchase of more Starlink Receivers. Support: FTI Harris, who is the actual ISP (through verizon) basically never provided customer support. If the ISP went out for some reason other than a physical problem with their infrastructure, they **always** externalize an issue. Let me make this clear, the FAA does not receive ISP support from their ISP. Starlink on the other hand has EXCELLENT customer service, especially for their contract clients. All else aside, the FAA can absolutely benefit from acquiring Startlink as an ISP. I hate musk and Trump more than most people, but the Starlink service isn't crap.
Some earnings from yesterday and this morning: $ARIS * Q4 Non-GAAP EPS of $0.29 misses by $0.07. * Revenue of $118.61M (+13.9% Y/Y) beats by $8.69M $FTI * Q4 Non-GAAP EPS of $0.54 beats by $0.18. * Revenue of $2.37B (+13.9% Y/Y) beats by $70M. * Subsea inbound of $2.7 billion in the quarter; full-year orders of $10.4 billion * Total Company backlog of $14.4 billion increased 9% versus $EXLS * Q4 Non-GAAP EPS of $0.44 beats by $0.02. * Revenue of $481.4M (+16.3% Y/Y) beats by $5.72M. $TGLS * Q3 Non-GAAP EPS of $1.08 beats by $0.08. * Revenue of $238.3M (+13.1% Y/Y) misses by $1.89M. $ACIW * Q4 Non-GAAP EPS of $1.08 beats by $0.32. * Revenue of $453M (-5.0% Y/Y) beats by $2M.
I’m on the fence with them. Like they seem really interesting as a company, especially with the digital twin stuff. Plus looks like there was a pullback after their earnings, which didn’t look too bad. Also just opened a position in FTI. Another interesting company.
This is not my area of expertise at all, but looking at $FTI this morning. They are an energy company, but they a lot of sub sea drilling. Again, something I really don't know much about, but the valuation looks compelling. Been crushing their EPS for a few quarters now. This is their latest investor deck: [https://www.technipfmc.com/media/n0yeiznb/technipfmc-ir-overview-deck\_october-2024-final.pdf](https://www.technipfmc.com/media/n0yeiznb/technipfmc-ir-overview-deck_october-2024-final.pdf)
>**Gov. Josh Shapiro**, a likely contender for the 2028 Democratic presidential nomination, **has pledged that he will once again use his annual budget address on Feb. 4 to call on state lawmakers to legalize adult use in Pennsylvania**... >The marijuana industry, in turn, organized a fundraiser for the governor in early January, and **some of the state’s medical cannabis operators took the opportunity to inform Shapiro that up to 60% of customers shopping at adult-use stores in Maryland, New Jersey and Ohio come from Pennsylvania**, several attendees told MJBizDaily... >**Legal recreational cannabis sales could exceed $2.8 billion within a year**, according to a projection from Washington, D.C.-based FTI Consulting... >Last year, three separate proposals failed to advance out of the Republican-controlled state Senate. >**This year, however, any legalization proposal introduced through the Senate’s Law & Justice Committee will have a friend in a high place: Republican state Sen. Daniel Laughlin – a co-sponsor of bipartisan marijuana legalization efforts several sessions running – is now the committee chair**... https://www.reddit.com/r/weedstocks/s/AwABHIPfic
You are a premium smart : ) FTI has done so well and continues to do well.
Further to the announcement by Selina Hospitality PLC (the “Company”) on July 22, 2024 regarding the appointment of Andrew Johnson, Samuel Ballinger and Ali Khaki of FTI Consulting LLP as joint administrators of the Company (the “Joint Administrators”), the Company has today received confirmation from the Nasdaq Stock Exchange (the “Nasdaq”) that its securities will be suspended at the open of business on July 29, 2024.
oh yeah, knowing how to read charts will really help you in determining strike price/date. if you feel your FTI stock can recover then keep rolling it out. if you feel it will delist then you are screwed. good luck.
"Pay" is not the right term. The process of your FTI stock being sold is called assignment. For a short call, assignment means that you will receive (not pay) the strike price x 100 per call in cash, and you must deliver 100 shares per call. ———————————- Thanks buddy for the reply and still getting full Garson of terminology. Since my trade is in negative, so does it mean I owe money? And it will be deducted from the final amount I will receive for delivering 200 shares for the two call option I have open?
> I did my first covered call couple of months ago to generate extra cash from the FTI stock, which I have been holding for quite some time. So you decided you want to sell those shares now? You shouldn't write a CC on shares you want to keep, is why I'm asking. > If I leave the option as it is, will it mean that it will expire worth less and I don’t have to pay anything? I understand that my FTI stock will be sold at $27/share and there will be loss on the current price minus the option price which I am fine with. No, it clealry is not worthless, it is rising in value, almost doubled according to your screenshot. So it is on track to expire with a value that is much higher than you got when you opened the CC. "Pay" is not the right term. The process of your FTI stock being sold is called **assignment**. For a short call, assignment means that you will **receive (not pay)** the strike price x 100 per call in cash, and you must deliver 100 shares per call. The entirety of the opening credit on the CC is yours to keep.
>As Pennsylvania lawmakers step up their push for marijuana legalization, a new report projects that **the state would see up to $2.8 billion in adult-use sales in the first year** of implementation, generate **as much as $720 million in tax revenue and create upwards of 45,000 jobs**... >By comparing the experiences of other states that have enacted the reform, as well as trends in the state’s existing medical cannabis market, analysts determined that **Pennsylvania recreational marijuana sales would range from $1.7 billion to $2.8 billion in the first year**. >Assuming a six percent retail sales tax and a 15 percent wholesale cannabis excise tax, and factoring in other potential tax sources such as income tax from new cannabis workers, **the report says the state would bring in $420 million to $720 million in marijuana tax revenue in the first year**. Additionally, FTI estimated that adult-use legalization would create between 26,250 and 44,500 new jobs... >To meet demand in the recreational market, analysts also said that **the state would need to issue between 43 and 100 new licenses** for retailers...
A new report projects that the state would see up to $2.8 billion in adult-use sales in the first year of implementation, generate as much as $720 million in tax revenue and create upwards of 45,000 jobs. The advocacy organization Responsible PA teamed up with the firm FTI Consulting to produce the analysis, which looks at a number of potential economic impacts of legalization for the Keystone State under different scenarios for how robust the legal cannabis market would be. By comparing the experiences of other states that have enacted the reform, as well as trends in the state’s existing medical cannabis market, analysts determined that Pennsylvania recreational marijuana sales would range from $1.7 billion to $2.8 billion in the first year.
Lol most regarded take. Bad weather so stocks go up. The FTI bankruptcy rather affects TUI bookings than just "shitty weather"
> A Canary Wharf office building that fell into receivership last year is to be sold at a 60 per cent discount to its last sale price, in a sign of how sharply the value of some London offices has fallen. > 5 Churchill Place, a former Bear Stearns office owned by Chinese investor Cheung Kei Group, was put up for sale last year after being placed into receivership by a syndicate of lenders. > Israeli businessman Haim Taib’s Menomadin Group has agreed to buy the building for £110mn, React News first reported, in a sale brokered by Savills. Savills, and the receivers FTI, declined to comment. Menomadin Group did not immediately reply to a request for comment. > The deal marks one of the largest distressed sales in London so far as high interest rates squeeze real estate investors globally. > Cheung Kei Group, led by Hong Kong billionaire Chen Hongtian, bought the building in 2017 for £270mn. The decline in value since then testifies to the extent of the price correction across commercial real estate — and particularly office buildings — as rising interest rates and working from home hit the market. > The sale, which has not been finalised, will also set a significant benchmark for pricing buildings in Canary Wharf, the iconic east London office district. 5 Churchill Place is one of at least three Canary Wharf buildings that are likely to be sold. > Blackstone is marketing the BP and BCG office known as “Cargo”, formerly home to the Financial Conduct Authority, which it bought in 2014 for about £165mn. > A second Cheung Kei Group building, 20 Canada Square, is also due to be sold by receivers, and is expected to be marketed this year. > However, the pricing for the buildings depends on their individual condition. 5 Churchill Place is mostly let to blue-chip tenants including JPMorgan, with long-term leases. Agents said Blackstone’s Cargo building was in better condition and considered “best in class”, whereas 20 Canada Square had significant vacancies and may command an even steeper discount. > The purchase of 5 Churchill Place was initially financed with at least £196mn in debt, roughly 70 per cent of the value of the building at the time, with a tranche provided by Lloyds Banking Group. The bank now holds only a “small, minority position” in the debt, according to a person familiar with the matter. > Rising debt costs and falling property values across the commercial real estate market have inflicted losses on some lenders, particularly on buildings that were highly leveraged during years of low interest rates and high property values.
so there's actually a regulation in FINTRAC iirc that requires monitors to not face windows if the data contains financial data (FTI). During the pandemic, I was helping an org adjust to WFH and they were under such jurisdiction and we had to document the layout of home offices.
I still can't get over how weird it is seeing the Blackrock Bitcoin [ad](https://twitter.com/BitcoinMagazine/status/1746539470491447585). Boy do these guys know how to talk to boomers. Comfortably awkward voice actor, finance ad elevator music, vanilla background, litany of generic financial advisor buzzwords, *"digital assets"*, bullet points, no "Pump it up" techno loop or Saylor memes, etc. This is how you do it folks. I don't know if the big pump will be this year or next, though. Typically advisors meet their clients year end to suggest changes and we just started a new year. So this year will kind of be a baton pass period unless the Fed goes absolutely full dove mode on inflation. It's still not a trade I want to be out of, though. *** Franklin Templeton ($1.53 trillion AUM) going the [degen](https://twitter.com/FTI_US/status/1747713266107724191) route with laser eyes and crypto memes OTOH.
This is good advice and feedback. Thank you. The value trap caught me with solar/green energy stocks. Origination to my question: I am holding 30 stocks in my portfolio, of that 30 - 22 of them are rated at overvalued; I am trying to reduce my holdings from 30 down to 5 - 10 with the rest in ETFs. Some of these overvalued I view as long term holds: MSFT & KO. The two rated as overvalued that I have had success with is IOT & FTI; but they are on my sell list based on other metrics I track.
Time to dump another logic 💣 bomb on pajama Ber. Especially small cap ber. Here's an analysis of Standard & Poor's speculative-grade US debt maturities since 2010: https://i.imgur.com/OgEHbkL.png What do you notice? Every year there seems to be hysteria of junk bonds or leveraged loan "maturity walls" that are seemingly impossible to overcome. And yet what do we CONSISTENTLY see??? Once the time comes, that wall vanishes and simply disappears, and a new "wall" is fear-mongered. >*Anyone working in the restructuring profession undoubtedly has encountered the ominous term “debt maturity wall” in relevant business articles and industry publications. Much like other feared apparitions such as the Loch Ness monster and Sasquatch, the maturity wall is visible at great distance but never up close. Similarly, these sightings are episodic and the evidence of their very existence is flimsy, yet they remain fixed in the public’s mind.* -Michael Eisenband, Global Leader of Corporate Finance & Restructuring - FTI Consulting
Time to dump another gigantic, humble and hungry logic 💣 bomb on Doom Ber. Here's an analysis of Standard & Poor's speculative-grade (small caps) US debt maturities since 2010: https://i.imgur.com/OgEHbkL.png What do you notice? Every year there seems to be hysteria of junk bonds or leveraged loan "maturity walls" that are seemingly impossible to overcome. And yet what do we CONSISTENTLY see??? Once the time comes, that wall vanishes and simply disappears, and a new "wall" is fear-mongered. >*Anyone working in the restructuring profession undoubtedly has encountered the ominous term “debt maturity wall” in relevant business articles and industry publications. Much like other feared apparitions such as the Loch Ness monster and Sasquatch, the maturity wall is visible at great distance but never up close. Similarly, these sightings are episodic and the evidence of their very existence is flimsy, yet they remain fixed in the public’s mind.* -Michael Eisenband, Global Leader of Corporate Finance & Restructuring - FTI Consulting
$TSLA puts, $GOOG $AAPL $DB $MUSA $EEM $FXI $FTI calls
After watching 'age of easy money' I was interested in investing in financial restructuring firms. I found FTI consulting...thoughts?
Bought some FTI calls 13$ 4-20 for some strange reason and i shoulda bought a lot more. TechnipFMC outta London. So, so random
Was eyeballing FTI calls all week lol shoulda pulled the god damn trigger
As an FTI holder… always hoping it’s us!
Keep buying FTI and hold for another 20 years? just keeps going down
Slack security is partially based on the owner of the data implementing correct security procedures via a shared responsibility. Take Two did not do their own due diligence. I find PHI/PII/FTI and Creds all the time in Slack when running Security Assessments.
Waste my money? Bro I waste my money on car parts (cammotion camshafts, FTI torque converters, shit even B&M Diff covers that cost $300) and I never get that money back. Now these plays? Measly 5k to maybe get back 100k shit I’ll take that risk any day. I ain’t rich but I do make good enough money working to risk it for the biscuit. You guys are just pussies that don’t take risk, and I’m a captain, I’ll sink with my ship.
At least I have FTI going for me lmao. Been absolutely fucking ripping this week after earnings and announcing a $400m buyback
FTI calls and JETS puts looking good. JBLU calls too early to tell, but probably bad. RIVN calls lookin bad.
Got calls on JBLU and FTI a while ago and while it wasn't the ideal way to capitalize on this rally I'm glad I closed my puts (besides JETS) at the bottom.
RLGT (extremely undervalued) CHX and FTI (Current prices are still good, but they've had their run up.)
Saw some whales hitting FTI but it's more energy infrastructure
Bombardier, ALO.PA, Siemens, FTI are things off the top of my head that build transportation infrastructure and things like next gen trains and subway cars
55% FTI on a fucking FHA is insane
I've got a lot of oil in my portfolio but honestly I can't really recommend the super majors due to all the refining revenue, wasteful capex, management pay... If there's actually a war we might get a short term spike in oil but I expect all equities (including oil/gas) to go in the opposite direction. War leads to recession, and recession will bring oil back down to $50. Another issue is anyone that has revenue tied to US fracking is screwed in 15 years once US fracking assets dry up (they are depleting fast). Frackers are going to have nothing left to frack in 2 decades. Their entire business is a ponzi essentially (borrow money to finance capex projects)..this works until there is nothing left to drill and you are stuck with debt... I personally wouldnt sell something like a XOM though if it means dealing with capital gains. As for my own holdings.. **CNQ** - Pretty much the goat. Very good & deep Canadian assets. This is the kind of company that doesn't put any inspirational posters on their walls. They takeover companies that put inspiration companies on their walls, take their assets, and lay them off. Hard workers.. nobody in the office slacks off on Friday afternoons kind of shit. No comment though on current price although I still like them better than any American fracking asset. **MNRL** - Very small company (employee wise) without any debt that owns a lot of mineral rights to US oil/gas assets but they don't do any fracking themselves. Much better US play imo than owning an operator. No capex. **FTI** - One of the few oil & gas companies that are still cheap. Dark horse. Subsea engineering company. They make most their $$ in short term contracts so their stock price is shit now but I'm expecting them to pickup a lot of work over next few years if oil stays near $70. They are also pivoting to offshore wind engineering so there's a future post-oil.
Sure! So for the energy sector, I'm mainly concentrated on the oil and gas industry. I started my position in all these stocks around May this year and dollar cost average every week with my paychecks from work. By coincidence, right now is an excellent time to start a position here due to the new COVID variant in Africa affecting oil prices. I feel that most smart people would realize this variant is temporary, as we saw this whole thing go down back in August with the Delta variant, and oil rallied to $85 a barrel for a month or so. My positions for oil/gas: $VAL - Offshore oil driller. Emerged from bankruptcy this year with no debt and a healthy fleet or rigs. By far the best way to play the offshore drilling area due to the other drillers having lots of debt and older fleets. $FTI - Heavily undervalued. They are a subsea operator within the oil industry, and this is an excellent value play. They recently announced they are starting dividends in 2023, and they have a slow earnings growth right now, but as the prices of oil picks up in the coming years, demand for subsea operations will skyrocket, and contract prices will go up along with their revenue and earnings. ​ So far as as shipping goes, the whole sector is critically undervalued, probably even more than oil/gas on pure fundamentals. If you believe high shipping rates are here to stay (possibly go even further?) then there are some excellent options. $ZIM - I actually don't have a position in this stock, but I still recommend it. They are in the shipping container industry, and prices on containers are through the roof. They pay a nice 18% dividend annually. $SBLK - This is my favorite shipping stock. They are the peak of the dry bulk shipping area, and are pulling in record profits. They pay a 23% dividend, have a share buyback program, and are increasing quarter-over-quarter profits by an insane amount. I would say this company is printing money, but that would be an understatement. ​ These are my highest conviction stocks. A few things I will say. First off, you won't find any of these stocks (besides maybe ZIM) on Reddit. This is a good thing, and don't be discouraged by this. 95% of stocks shilled on Reddit are absolute crap. Secondly, if you want to do options, (which I recommend because the leverage is great and useful at your young age) do LEAPS. These are options dated a year in advance. I also use a TD Ameritrade custodial account and have options trading enabled. If you ever decide to do monthly options just know you are taking an extremely high risk trade. Also, take this subreddit with a grain of salt most of the time. People on here are wrong about a lot of the stuff they post. For example, I posted about oil here months ago and people told me I was investing in a dead industry. Also people on r/stocks are very conservative with their money, and even though it's an individual stock subreddit, will constantly recommend ETFs (looking at this thread even). If you have any other questions, feel free to DM me, I tried to give my honest opinions.
Bullish on FTI (integrated oil/gas equipment) and ET (Natural Gas transportation), two fundamentally undervalued energy companies that is bound to go up now COP26 is over and increasing energy prices due to supply chain issues + winter is coming. Also DBA, an ag commodity ETF that just broke resistance on ascending triangle + food prices will increase with gas prices increasing, phosphate supply issues, and tractor parts issue. Disclaimer: calls on all of them
TEUM One of the most undervalued companies in the telecommunications sector with 70 million in revenue per year. The marginality is 40%. Assets in 220 countries, intellectual property (patents) of $ 1.5 billion. The company is currently being evaluated by FTI Capital in preparation for a sale or merger. The most likely buyers are Google (they already use several Pareteum patents). They can also be bought by AT&T, the giant affiliated with Pareteum and top management (for example, former AT&T vice president Bart Weijermars is now Pareteum's director of development). The target real value of the company is $ 700 million (share price $ 4.5), if we evaluate only assets and cash flow. If the valuation includes intellectual property, then this is more than $ 2 billion (share price $ 16), Now the capitalization is in the range of $ 20-30 million (share price $ 0.10), no one deals with quotes and huge short positions led to a shortage of shares in the amount of 15 million shares and a huge oversold. After the revaluation, buyers will be forced to close positions at the revaluation price. Estimated profitability - 30-40x
>\*TechnipFMC Awarded Substantial Long-term Contract by Petrobras $FTI ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2021-10-11 ^16:16:54 ^EDT-0400
What stocks have you guys been looking at to take advantage of this? Personally I think the O&G industry has some of the biggest deep value stocks on the market. Positions: 1000 $RIG @ 3.18 500 $FTI @ 6.94
FTI Big gains coming soon. Options are also stupid cheap as of late. Got me moister than an oyster.
FTI - used to work for FMC Technologies and owned good bit of their stock. Sold it a few years ago, I’m going to say down about 40-50% overall. Owned a few coal related stocks that went bankrupt. Alpha Natural Resources and Arch Coal are two I remember.
A serious 5 year play right now is oil. Oil is starting a multi-year bull run that will send the price per barrel to over $150. Think I'm joking? Save this comment and come back to it 5 years from now and if oil isn't above $150 I will send you $50. Some solid plays right now are $RIG, $FTI, and I just recently added $TDW. These three combined make up about 40% of my portfolio. Now if you're going to play oil, don't buy options, do it with shares. Expect gas prices to go up a lot in the coming years. You've been warned.
Oil stocks - $RIG and $FTI. ​ Biden is pushing hard for electric vehicles, and people are acting like oil is just not going to be needed for the next 15-20 years. This is simply not true, and when oil heads to $100+ soon you want to be well positioned.
FTI back to back 5% huge gain days. $9 btw the end of the year.
If you guys are looking for a long term hold, look into $RIG or $FTI. Good buying opportunites for both.
Need FTI to hit $20 this week or my house will foreclose
Guess nobody here is in FTI - ... bullish...
Can somebody please explain to me why energy service companies, specifically slumberger, baker hughes, and (especially) technip FTI are tanking today? I don't understand the dynamic behind why the high oil price/OPEC crises is hammering these companies.
Oil & gas leaps. TELL, RIG, FTI, OIS
AMC, NOK, and FTI just killing it today! I'm so hard right now!
Yeah OIH’s etf aspects are just so tanky Usually for averaging down/dips SLB/HAL Or TS/FTI or weird small subsets of OIH if you wanna do some 6mo out plays with the propensity for large returns. But open interest/vol usually small, so these are buy and hold until market moves in right direction and increases open interest/vol as they get closer to ITM Bigger risk/bigger reward—as OIH going up bigly will take the little ones with it—bigly
Buy SLB, HAL You want cheapies? FTI, TS
Supermajors and pipeline/service companies (FTI, SLB, ET, ETRN) look undervalued. If you are concerned about the climate attitudes of these companies, european oil majors like BP and Shell are making concerted efforts to decarbonize their businesses.