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Why has NFE held up so well?

I have been asking myself that question taking into account Oils free fall from $125--> $90 How is NFE stil trading above $40? Weird right?


NFE New Fortress Energy Inc.

$41.051.71(+4.35%) 12:00 PM 07/13/22


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ASSUMPTIONS-2024 sales of $7.57 billion. EBITDA margin of around 26%, 2024 EBITDA = $1.9 billion. Free cash flow should grow from $247 million in 2022 to $1.3 billion in 2024:
 
--KRTX has an experimental therapy clearly differentiated from all current standards of care in schizophrenia and dementia-related psychosis.

--Schizophrenia affects nearly 3 million patients respectively in the U.S., and more than 24 million globally,according to the WHO.

--Prior drugs in this category have attained peak sales ranging from $3 billion to over $9 billion.

--
  • Phase 3 KarXT results will be released this quarter.!
  • Clinical-stage biotech Karuna Therapeutics (NASDAQ:KRTX) a director of the company disclosed an insider purchase of company shares worth more than $14M.
  • According to the regulatory filing, James Healy, a General Partner of Sofinnova Investments, has bought 120K Karuna (KRTX) shares at $122.80 apiece for a total value of $14.7M.


  • $128


 
I don't think analysts have thrown in the towel on individual names yet. I see alot of PT reductions but staying at a buy.... However for the broader market this is how bottoms come together.

1st Citi group lowered its year-end target on the S&P 500 to 4200 from a previous 4700, giving more weight to an economic slowdown now seen as inevitable, not to mention the probability of a full-on recession. Jun 30, 2022

Today BofA slashes S&P 500 target, sees only a fifth of market bottom signs triggered// SEES 4500
 
NYC MonkeyPox cases doubling every 4 days.... Urgent request to White House... White House needs more Vax from this foreign co

IDEA)
Bavarian Nordic -
Bavarian Nordic A/S (BVNRY)
Other OTC - Other OTC Delayed Price.
10.60+0.12(+1.10%)
At close: July 13 03:43PM EDT

Who manufactures Imvanex?
Imvanex/Imvamune®, manufactured by Bavarian Nordicis a modified vaccinia virus Ankara derived from replication-competent dermal vaccinia strain Ankara attenuated after >570 continuous passages in primary chicken embryo fibroblasts that has undergone 6 rounds of plaque purification and is propagated in serum-free
 
IDEA)

Celsius Holdings -
Acquisition Target-?
Pepsi?


RE: Could U.S. Big Beverage Have Energy-Drink Maker In Its Crosshairs?
Jun. 27, 2022 4:08 AM ET Celsius Holdings, Inc. (CELH)
Summary
  • Investors are scrambling to own shares of Celsius Holdings, Inc., as rumors of a possible buyout of the company, by "Big Beverage", made the rounds on both Thursday and Friday.
  • PepsiCo, Inc. has been mentioned as the most likely potential suitor.
It rather ironic this companies namesake is going bankrupt today!
Actually this was a problem first time around as then the energy drink maker went down when the crypro firm first ran into trouble. Investors seem to have figured it out now. Idiots. >2 companies.
 
stonedinvestor said:
$93 crude.//

My base case is $88 after Biden gets whatever he gets. Only $5. Not worth the trip.
More...
Yeah, but where does it go from there?
It's going up Stoney. It can get to $84 as I see it. Doesn't matter. Putin is gonna turn up the pressure. You watch. It'll be over $120 again before November.
 
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