@_Tourlite Profile picture

Tourlite

@_Tourlite

Investment Manager - founded by @jeffreycherkin

Joined January 2022
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Pinned

We are long @ProventionBio $PRVB We believe there is significant upside as approval for its Teplizumab drug is approaching. The FDA plans to communicate proposed labeling by 10/17. The company would likely disclose any problems as they have in the past... (1/3)


Tourlite Reposted

Congrats to $FTAI

JeffreyCherkin's tweet image. Congrats to $FTAI
JeffreyCherkin's tweet image. Congrats to $FTAI

$FTAI - Benchmark Raises to $300 PMA Approval for CFM-56 Part, Adds Rocket Fuel to High Flying Module Factory -This event marks a seismic shift in the multi-billion-dollar jet engine aftermarket industry and is the corner stone of FTAI’s long-term strategy -FTAI is gaining this…



Tourlite Reposted

Nice analysis on $FIP! We have owned the stock since its spin off from $FTAI

$FIP 3Q Earnings call just ended **********THIS IS THE NEXT ONE - FOCUS************* 1 Year Target $18-20 2 Year Target $30-35 EBITDA up 7.5% to $36.9mm = $148mm Annualized Long Ridge - Utility 2Q EBITDA $11.1mm = $44mm Annualized -They said "We expect to sign a data center…



Tourlite Reposted

$FTAI

$BA tumbling to a two-year low! @KahyaogluSheila of @jefferies joins 'Fast Money' to explain why she reiterated her 'Buy' rating on the stock recently and why $FTAI might be giving the aerospace giant a run for its money:



Very cool technology from $LTCH door.com

_Tourlite's tweet image. Very cool technology from $LTCH 
door.com

Tourlite Reposted

Excited to hear what @JamieSiminoff has been working on during the Latch $LTCH/Door.com event on Tuesday June 4th at 9am ET. Tune in to DOOR.com


Edwin (@StockJabber), Thanks for having us

Thanks to all the awesome speakers for their stock pitches. Here’s a summary: 1/ @ClarkSquareCap, Long $TRST (3:34) 2/ @Bleecker__St, Short $SMRT (9:30) 3/ @AtaiCapital, Long $ALOT (16:34) 4/ @natstewart5, Long $NRP (21:48) 5/ @pernasresearch, Long $ZUMZ (27:25) 6/ @stockgeekTV,…



A disappointing day for $GLOP shareholders who recieved a significant discount to the fair value of their shares


Tourlite Reposted

The vote is close and management knows it. Its unlikely any large shareholders are supporting the acquisition. $GLOP is aware they are getting a great deal. Why not increase the offer to ensure it succeeds?

We are extremely disappointed with the proxy advisors' recommendation to vote "For" the acquisition of $GLOP. We firmly believe that the current offer price is considerably lower than fair value, as evident from the Company's own proxy materials



We are extremely disappointed with the proxy advisors' recommendation to vote "For" the acquisition of $GLOP. We firmly believe that the current offer price is considerably lower than fair value, as evident from the Company's own proxy materials

Today we sent a follow-up letter to the Board of Directors of GasLog Partners $GLOP expressing our continued view that the current offer of $8.65 per share is significantly below fair value. We believe fair value is ~$12 per share, a 39% premium to the current offer

_Tourlite's tweet image. Today we sent a follow-up letter to the Board of Directors of GasLog Partners $GLOP expressing our continued view that the current offer of $8.65 per share is significantly below fair value. We believe fair value is ~$12 per share, a 39% premium to the current offer


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