External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>FIP offers a long-term investment opportunity with potential value in its business segments exceeding current market capitalization.</li><li>After a stock price increase from $3 to $10, FIP has recently fallen to $6.40, indicating segments may be undervalued and could lead to a 2-3x increase.</li><li>Factors contributing to FIP's undervaluation include its small market cap, low trading volume, spin-off status, limited analyst coverage, and a conglomerate structure.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)FIP offers a long-term investment opportunity with potential value in its business segments exceeding current market capitalization.After a stock price increase from $3 to $10, FIP has recently fallen to $6.40, indicating segments may be undervalued and could lead to a 2-3x increase.Factors contributing to FIP's undervaluation include its small market cap, low trading volume, spin-off status, limited analyst coverage, and a conglomerate structure.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Ftai Infrastructure Inc (FIP) - Friday, Jun 13, 2025

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>FIP Infrastructure reported robust financial results for the first quarter of 2025, showcasing a marked increase in adjusted EBITDA, which rose to $35.2 million—representing a 21% quarter-over-quarter and 29% year-over-year growth.</li><li>Despite an optimistic outlook, the company's narrative emphasized cautious projections by excluding a one-time noncash gain of $120 million, related to acquisition and consolidation activities at its Long Ridge business unit, from its adjusted EBITDA metrics.</li><li>A significant development during the quarter was FIP Infrastructure's acquisition of a 49.9% interest in Long Ridge, consolidating its financial results and setting a foundation for considerable future growth.</li></ul>

FIP Infrastructure reported robust financial results for the first quarter of 2025, showcasing a marked increase in adjusted EBITDA, which rose to $35.2 million—representing a 21% quarter-over-quarter and 29% year-over-year growth.Despite an optimistic outlook, the company's narrative emphasized cautious projections by excluding a one-time noncash gain of $120 million, related to acquisition and consolidation activities at its Long Ridge business unit, from its adjusted EBITDA metrics.A significant development during the quarter was FIP Infrastructure's acquisition of a 49.9% interest in Long Ridge, consolidating its financial results and setting a foundation for considerable future growth.

FTAI Infrastructure Just Dropped $1 Billion On The Wheeling Corporation—Is This The Railroad Deal That Transforms American Freight?

United States

FTAI Infrastructure Inc. owns and acquires infrastructure and equipment. The Company invests in the aviation, energy, intermodal transport, and rail sectors. FTAI Infrastructure serves customers worldwide.

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FTAI Infrastructure (FIP US)

Ftai Infrastructure Inc (FIP) - Friday, Jun 13, 2025

FIP offers a compelling long-term investment with undervalued segments, potential for 2-3x growth, and is overlooked due to its small market cap...

Value Investors Club (VIC)

FTAI Infrastructure Just Dropped $1 Billion On The Wheeling Corporation—Is This The Railroad Deal That Transforms American Freight?

FIP Infrastructure reported robust financial results for the first quarter of 2025, showcasing a marked increase in adjusted EBITDA, which rose to...

Baptista Research

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