Author is long NFE shares and calls, arguing a BlackRock 13G filing and stable subsidiary bonds show the company is not dead and that a restructuring support agreement will remove bankruptcy risk and reprice the stock to $3+ or $8 on a short squeeze.
NFE — LONG The author is long NFE shares and calls, arguing the BlackRock 13G filing (10% ownership) proves the company is not dead and that subsidiary bonds holding the 30-cent line show the Brazil/Puerto Rico assets are safe. The catalyst is a restructuring support agreement (RSA) press release expected imminently, which the author claims would eliminate bankruptcy risk and reprice the stock to fair value of $3.00+, with a short squeeze potentially pushing it to $8. The main stated risk is that shorts were betting on $0.00 and the deal could fail to materialize.
The BlackRock news (13G filing) proved the company isn't dead. They own 10% of a company.
This Reddit post, published January 23, 2026, features u/NonimiJewelry discussing NFE. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/NonimiJewelry · Tickers: NFE