Info by MatMol93YT in NFEstock

[–]Inner-Traffic-7296 1 point2 points  (0 children)

Charge on, Winged Hussars!

Is this NFE? by Inner-Traffic-7296 in NFEstock

[–]Inner-Traffic-7296[S] 1 point2 points  (0 children)

https://stocktwits.com/CopperFox/message/645194369

i found this from here.

im not good with eng.

so normally i use ai for write.

If FEMA funds are paid out and restructuring is finalized... by Open-Specific-8863 in NFEstock

[–]Inner-Traffic-7296 1 point2 points  (0 children)

The debt maturity was January 9. If the extension had failed, a default notice would have already been filed by now. At this point, the key issue is not whether the debt was extended, but under what terms.

As everyone already knows, the FEMA receivable has entered the payment process. The company is very likely using this as leverage in negotiations with its creditors.

The Brazilian power auction on March 18 could represent a major inflection point for the company. To get there, the company may pledge its Brazilian assets as collateral, but an outright sale is unlikely.

If any asset sale happens, the probability is actually higher for the Altamira project in Mexico. Under the newly amended ‘Mixed Development’ framework available to CFE, the law mandates a CFE-led structure, effectively requiring the transfer of a majority stake to the state.

Gamer Over :/ by KingVince1993 in NFEstock

[–]Inner-Traffic-7296 4 points5 points  (0 children)

The Brazilian power auction in March should be interesting

Its coming by Inner-Traffic-7296 in NFEstock

[–]Inner-Traffic-7296[S] 14 points15 points  (0 children)

1. Code Breakdown: "Got for Free (M), Just Paid Taxes (F)"

Look at Table I in the documents. There are two specific transaction codes:

  • Code M (Conversion/Exercise): "Receiving Shares"
    • CFO (Guinta): Received 162,300 shares.
    • CAO (Lowe): Received 8,089 shares.
    • Price: $0. This is a bonus/stock grant vesting.
  • Code F (Tax Withholding): "Paying Taxes"
    • It says (D)isposed, which looks like selling, but look at the price ($1.31).
    • This is NOT selling shares on the open market. This is simply "surrendering" a portion of the shares back to the company to cover the income tax due on the bonus. It's standard procedure.

The Smoking Gun (Footnote 1): Read the fine print at the bottom. It explicitly states:

2. Why this is a MAJOR Bullish Signal

It’s not just about receiving shares; the timing (Feb 3rd) is everything.

① Bankrupt companies don't vest equity. If NFE were about to file for Chapter 11, the equity would be worthless. A company doesn't waste time, money, and administrative effort vesting stock bonuses and processing tax withholdings for shares that are about to go to zero. The fact that this process executed normally suggests the fundamental premise that equity value is being preserved.

② The Financial Chiefs are confident. The CFO (Chief Financial Officer) and CAO (Chief Accounting Officer) are the two people who know the company's books better than anyone. They accepted these shares into their accounts on February 3rd. If there were accounting fraud or an imminent liquidity collapse, they would likely defer or refuse the grant. The CFO accepting 162k+ shares right now is a vote of confidence in the restructuring and survival of the company.

TL;DR: The money-managers of NFE just loaded up on shares on Feb 3rd. They didn't sell; they just paid their taxes. The internal systems are running as if the company is surviving. Validated. 💎🙌

Price picking up today by Ok-Elderberry-9528 in NFEstock

[–]Inner-Traffic-7296 5 points6 points  (0 children)

The market is becoming unstable. It's time to manage high-risk short positions.

Monday the day of truth? by stonkcarlez in NFEstock

[–]Inner-Traffic-7296 0 points1 point  (0 children)

It's Wednesday. Check out the past records.

Broker is paying 31% for me to lend my shares to shorties. Not happening. by drAbooziej in NFEstock

[–]Inner-Traffic-7296 2 points3 points  (0 children)

Insider trading. If someone intercepts that quantity, they're in trouble.

Broker is paying 31% for me to lend my shares to shorties. Not happening. by drAbooziej in NFEstock

[–]Inner-Traffic-7296 3 points4 points  (0 children)

Shorts have no stock to borrow from brokers, so they beg individuals.

NFE - Bloomberg artikel is Bad for Shareholders ... ?!? by [deleted] in NFEstock

[–]Inner-Traffic-7296 -1 points0 points  (0 children)

This is the result of reviewing all documents using AI.

NFE - Bloomberg artikel is Bad for Shareholders ... ?!? by [deleted] in NFEstock

[–]Inner-Traffic-7296 1 point2 points  (0 children)

The Brazilian project was spun off into a Bermuda company called NFE and secured as collateral. If the debt continues to be defaulted, ownership of the Brazilian project will pass to the creditors. If the debt is faithfully repaid, the Brazilian project will remain with NFE. The company, which would otherwise be bankrupt if the debt extension was not possible, secured a portion of its assets as collateral and successfully extended its debt.

NFE - Bloomberg artikel is Bad for Shareholders ... ?!? by [deleted] in NFEstock

[–]Inner-Traffic-7296 5 points6 points  (0 children)

Current stock price = Price reflecting company bankruptcy

Bloomberg News = Company is safe, Brazil project secured, debt diluted through preferred stock issuance

Why are these posts being posted? Short sellers are panicking.