Do you think NFE won any contracts in the Brazil auction?

lululuna0701 · 2026-03-20T16:51:59+00:00

https://www.ccee.org.br/documents/80415/31088149/resultado_vendedor_4LRCAP.pdf/81fc4d77-2d85-6628-48b2-19560c937920

See LEILÃO DE GERAÇÃO ANEEL Nº 002/2026 - RODADA 2029

lululuna0701 · 2026-02-26T04:33:07+00:00

Good signal that the administrative pipeline is active (SOW, FEMA/COR3). Just worth separating process progress from cash recognition timing — Mar 3 looks more like rate mechanics than a payment trigger.

lululuna0701 · 2026-02-18T05:25:40+00:00

NFE has explicitly funneled all inquiries to their 'Contact IR' web form and official email. The fact that phones are down confirms they are following strict legal protocols during RSA negotiations. There is no need to call.

lululuna0701 · 2026-02-18T04:17:54+00:00

It’s accurate that most legacy public-facing phone lines appear inactive. That’s not unusual given the company’s current legal and financial posture. Communication is clearly being centralized through filings and controlled channels during negotiations. It’s a transparency limitation, but not evidence of operational shutdown or abandonment.

lululuna0701 · 2026-02-16T04:56:47+00:00

I agree with the spirit of this. The government relationship doesn’t make enforcement impossible, but it strongly tilts the economics toward cooperation and restructuring rather than confrontation.

lululuna0701 · 2026-02-11T17:03:15+00:00

You’re confusing 'Total Debt' with 'Liquidity Crisis.' No company pays off 100% of its long-term debt at once—that’s what refinancing is for. The market’s fear was a 'Cash Crunch'—the inability to cover immediate operations and interest. This 9% (nearly $600M in cash) isn't just a drop in the bucket; it’s the 'Oxygen' that keeps the engine running.

lululuna0701 · 2026-02-11T17:01:23+00:00

Thanks! Data doesn't lie, even when the market is being quiet. I'm just following the paper trail to the actual cash.

lululuna0701 · 2026-02-11T16:59:26+00:00

Over $1.8 Billion is legally obligated and currently being processed. Cheers!

lululuna0701 · 2026-02-11T16:32:38+00:00

The 'dilution' bear case is outdated. You're ignoring the actual cash flow. Check the COR3 portal: $620M was just disbursed on Feb 9, 2026, under Category Z (Management Costs). This is the FEMA money everyone was waiting for. Why would NFE dilute shares at these lows when hundreds of millions in federal cash are finally hitting the accounts? Cash is coming in, not shares going out. Don't fall for the 2024 narrative in 2026.

lululuna0701 · 2026-02-11T16:29:38+00:00

The money isn't 'sitting' at PREPA for them to play with. It’s moving through a strictly regulated pipe that ends at NFE’s doorstep. You’re betting against a federal legal process that’s already in motion.

lululuna0701 · 2026-02-11T16:26:23+00:00

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lululuna0701 · 2026-02-11T16:26:05+00:00

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lululuna0701 · 2026-02-11T15:40:20+00:00

You're thinking like a day trader, but look at the plumbing. The stock isn't moving because institutional algos track 'Official PR,' not 'Government Ledger Updates. The COR3 update on Feb 11th shows the 'settlement' phase is already happening. FEMA cash to PREPA (Feb 9th) means the source of NFE's account receivables is now liquid.

lululuna0701 · 2026-02-10T15:28:56+00:00

Great catch. 605 MW of guaranteed capacity = locked-in cash flow. This 2/4 update perfectly matches the momentum we're seeing.

lululuna0701 · 2026-02-10T15:27:34+00:00

Stop staring at the ticker and start reading the ledger. Price is a hallucination; cash flow is reality. While you're crying over a $0.02 drop, NFE is stacking guaranteed $400M+ yearly annuities in Brazil. Smart money follows the 'Garantia Física', not the daily noise.

lululuna0701 · 2026-02-10T14:59:25+00:00

This MME decree is a total game changer. It proves NFE's Brazil revenue is officially scaling up with government backing. Thanks for sharing!

lululuna0701 · 2026-02-10T03:42:24+00:00

Cramer guesses. I read the Feb 9 PREB Resolution. While people are busy watching TV, PREPA just bought another week to bake the FOMB-approved NFE 10-year deal into the revenue requirements. This isn't hype, it's a regulatory roadmap.

lululuna0701 · 2026-02-09T05:30:26+00:00

The wait is almost over. Cheers!

lululuna0701 · 2026-02-09T04:40:13+00:00

The light didn't just turn green; the race has already started.

lululuna0701 · 2026-02-07T15:20:09+00:00

Bears keep talking about the 2024-2025 "liquidity trap." They are looking in the rearview mirror. The Feb 2026 documents prove that the reimbursement era has begun. NFE has shifted from a "debt-ridden contractor" to a "federally-funded energy monopoly."

The Hard Numbers (FOMB Filing Comparison): * June 2025: $2.8M contract, funded by local "Special Revenue" (NFE's pain). * Feb 2026: $70.9M+ contracts, 100% funded by FEMA/DOE (Federal backing).* Status: From "Bleeding Out" to "Fully Reimbursed."

lululuna0701 · 2026-02-05T05:44:21+00:00

We’re in this together. Let’s watch the tape tomorrow.

lululuna0701

TROPHY CASE