$GEO ISAP (monitoring) new contract include pricing for 361k partecipants in Year1, and 465k in Year2. Current count is ~182k. So this part of the business (the higher margin one) is about to more than double in coming years.. $CXW

$CXW CEO commenting on recent SP action: "We expect to be executing an aggressive buyback plan this quarter, likely to be more than DOUBLE the amount we have done in previous quarters." $GEO

$CXW CoreCivic just increased their Shares Buyback program to $700M, current market capitalization is 1.7B.. this is basically 40% of the company 🤯 Quite a clear message, not much to add or comment

$NFE is clearly been a disaster for the past few years but especially the last 12 months.. said that, if its destiny is bankruptcy why insiders who owns about 40% of the company did not sell almost any share but instead increased their stake with the $50M by Wes in October 2024?

$NFE under $300M, just another few hundred millions and the bottom is in 💀

$RIG got some love from Mohnish..

Any rally in $NFE becomes noteworthy and relevant only if it pass $3 a share… anything less than that is just noise and will probably fade like any other rally for the past few years…

5Ys prospects looks interesting for $RIG, maybe they should start giving 5Ys revenue forecast like AI companies and wish for a 40% pop overnight..

Hello my man Roaring Kitty , how do you like natural gas these days? What about putting together the old 2020/21 band for a 5 year’s anniversary revival? 🎸 Ryan Cohen Elon Musk WallStreetBets , anyone’s in? $NFE $GME

Have to say, today’s 8K reference to the covenants is probably best news since the P.Rico agreement, If I read it right they get a “free” pass till Q1’26-end, by then you’ll probably have a full quarter of FCF from Brasil’s new asset and hopefully stabilization in P.Rico.. $NFE

Hey there Ryan Cohen , wasn’t $GME all about “Power to the Players”? What about some old good natural gas to unleash that power? A great partnership for the 5 years anniversary! $NFE Cassandra Unchained Roaring Kitty Elon Musk WallStreetBets what do u guys think? Joining in?

Wall Street logic: $GEO $CXW ramp up preparation of new facilities in sight of boom in revenues (already contracted) -> down 50%… $ORCL $AMZN $MSFT $META do the same thing for revenues opportunities that are still to be figured out -> up 50%, 100%, 200%, the sky is the limit…

Nice update from Odfjell Drilling, as part of the recent efforts to acquire Deepsea Bollsta they optimised capital structure lowering their cost of capital $ODL.OL

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