There are multi-year waitlists for gas turbines and reciprocating engines and the ones out in the field today are often wearing out faster due to variability and gas quality. $FTK's solution allows operators to measure and optimize an engine's gas quality reversing this trend
I know $SHMD just bagged everyone, but 2H26 is likely the real inflection. EBITDA margins guided to ~15%. Order book is seeing a real ramp. The substrate market is incredibly tight. Management obviously has to deliver, but a pretty attractive entry point if guidance is achievable
$BRUN will have $1.9B of TCV deployed in 1Q27. That's ~$633mn of annual revenue. They did that with a financing package of $1.44B. Now they are telling you they are getting a financing package of $4-5B based on current demand. So we could be looking at a company generating $2-3B
Why would $MPT repay pay all this low-cost debt that wasn't due for years. My guess. Golden Tree owns the debt pieces that were repaid and wanted to jump the line of the eventual bankruptcy
