r/NFEstock

Buon punto di ingresso tra 0,07 $ e 0,10 $, dopo RS. Do not listen to the pumping robot

Average daily volume 6M

Friday 26th daily volume 27M

Who bought shares from institutional holders who were obligated to sell on Friday 26th due to Russell delisting rules?

We need answers here and not fortune tellers about future price.

Anyone get in at that price?

https://ir.newfortressenergy.com/financial-information/sec-filings

This report was published after the close of trading. The report documents the completion of a significant financial transaction on June 19, 2026: the subsidiary NFE Brazil Financing Limited issued secured senior notes with an aggregate principal amount of US$973.5 million, maturing in November 2029. These notes bear interest at a rate of 12.000% per annum, payable semi-annually in the form of payment-in-kind (PIK) interest.

The notes are secured by comprehensive guarantees from all NFE Brazil subsidiaries and by first-priority liens on Brazilian infrastructure projects, including the PortoCem thermal power plant and the Barcarena liquefied natural gas (LNG) terminal (CELBA I). Net proceeds from the issuance are primarily intended to refinance existing indebtedness of approximately US$477 million and to fund ongoing operating expenses, capital expenditures (Capex), and working capital. In addition to the SEC report itself, the document includes the full table of contents and the initial sections of the detailed indenture, which governs restrictive financial covenants, repurchase obligations upon a change of control, and the specific legal frameworks for the country-specific security arrangements.

I dont remember how I found out about it, but it's been a wild ride for a while now (i am a daytrader mostly and this stock has given me the most out of any other).

Genuinely the shocks this stock gives me are so adrenaline inducing im addicted.

Contrary to persistent market rumors, NFE by no means selling off its Brazilian assets below value. The company retains full operational control and ownership of the two strategically vital major projects, Barcarena and PortoCem.

​The reason this misconception remains so stubborn stems from a classic distortion of information: financial portals have frequently and erroneously equated the word separation in their headlines with a complete divestiture. NFE itself also used unfortunate phrasing in its initial communications, referring to a structure that would be owned by an investor consortium. Without deep specialized knowledge, this naturally sounded like a transfer of ownership.

​However, the latest 8-K filing clarifies in legally binding terms that this separation is not a sale to third parties, but a purely internal reorganization. The core Brazilian projects were simply transferred into a new, legally ring-fenced subsidiary. This serves two concrete purposes: the projects are shielded from claims by legacy creditors of the US parent company, and the fresh capital raised via the new 973.5 million dollar bond carrying a 12% interest rate is earmarked to flow directly into completion on-site. The UK restructuring process (such as a UK Scheme of Arrangement) served merely as the international legal tool to enforce this reorganization in a binding manner across all creditor groups.

​Consequently, there is no immediate debt-for-asset swap taking place. Instead, it is a strategic pledging arrangement. For now, creditors merely receive a first-priority lien (collateral) on the new subsidiary. True ownership would only permanently transfer to the bondholders if NFE defaults in the future or if the creditors exercise their contractual conversion rights prior to maturity in November 2029. An important detail from the 8-K report further secures the parent company's liquidity: a binding payment agreement stipulates that any distribution from the new bond must be accompanied by the simultaneous repayment of approximately 425 million US dollars in outstanding intercompany debt back to the parent.

​Whether NFE can permanently sustain these massive 12 percent interest payments and protect the assets remains a risky endeavor. While the UK restructuring plan approved on June 18 provides the group with a necessary breathing room until November 2029, the next 12 to 24 months will be a severe stress test. Only if Barcarena and PortoCem come online fully on schedule and without delays will the projected, long-term cash flows suffice to carry the heavy interest burden. Given the already strained liquidity of the US parent and the draconian control rights held by creditors, the venture remains a walk on a tightrope. Any construction delay could trigger the bondholders' immediate right of recourse to the Brazilian business.

​The fact that NFE has not yet loudly clarified these facts in the media is due purely to the strict rules governing ongoing restructuring proceedings. Leading up to the crucial hearing before the US bankruptcy court on Friday, June 26, 2026, the company was in a highly sensitive legal phase where premature PR announcements could have been interpreted as improper influence. Furthermore, the flawless filing of the legally binding 8-K report with the SEC took absolute priority over addressing speculation on social media. With the conclusion of the US hearing and the receipt of the judge's signature, a window has now opened starting today or early next week for official press releases. Management is fully expected to seize this opportunity to actively clear up market confusion, regain control of the narrative, and shift the focus toward securing long-term liquidity and completing the cash-generating projects in Brazil on schedule.

Living a normal life

Done averaging down, my last order was filled at $0.4

I sold some of my other investments in my Roth IRA and bought some more NFE stock, the smallest position of all my all orders though

I never expected to buy the ultimate bottom, my goal was to buy in at below 0.5 level

The beauty of investment is to buy at the knee level and sell at shoulder level, never aim the top and bottom, you never make it

What will happen to the price now is less of my interest although I would like it to stabilize rather then going down

I will wait years for this investment to turn positive and hope new NFE will pay dividends as Wes announced on his company call

Good luck to all of you and thanks for interaction

PS:

Don’t allow those negative to talk you down

Don’t lend your shares to shorts when you hold them in your broker account, shorts are not allowed to take new short positions below 0.5 level, the only ones making selling pressure are those who sell their holding, shorts must borrow shares, don’t lend it, fuck them

And you?

Accumulate and hold it, and never lend your shares ever again

Shorts deleted my posts “buybuybuybuy..”, for the record I posted it at the end of a day.

They banned me, don’t give up your shares. And don’t lend them never.

Peace and so long

Shorts and creditors will drain you to maximum, they design daily candles so you sell your shares.

It is them or you. If you kept so long to such a low level keep it and don’t sell it to creditors now! Creditors accumulate!

Don’t lend your shares for a fee in your brokerage account, shorts will use your shares against you.

My broker emails me to lend my shares, I think fuck them, and delete their request with joy!

ALERT !

Moderators banned me from this forum for holding my position about NFE!

Don’t sell at these levels, it is very very low. If lower set your buy order and accumulate !!

Hold? I have no idea anymore if I want this money, I am disgusted by it

Guys, calm down

I learned from other forums about a possible oversight in the paperwork regarding RSA.

The consolidation—that is, the 1:50 ratio—is supposed to take place in a private company, not NEW NFE... What do you think about this?

As the title says, company want to dredge a few feet to allow for larger ships and FSUs. Anyone with specific knowledge here can help me quantify the impact this would have on their finances? I imagine this means larger ships, less deliveries, fewer switching interruptions/significantly less diesel required, potential to send more gas elsewhere?

TIA

https://x.com/JugandoPelotaPR/status/2069405118714318955/video/1

Because all what I wanted happened

Since the announcement of the restructure plan I paid attention to all developments

Creditors first vote approved
UK court plan 1st hearing approved
Shareholders vote approved
Creditors final vote approved
UK court plan final hearing approved

What is yet to come

US court on June 26, this is just a formality, believe or not do a research for the procedures.

After

Final restructure completed as scheduled.

I set my entry and achieved it, I could have taken more risk and broken my large order for lower levels but after consideration I did not take a chance and opt for my level at $0.5, I was actually filled below.

This was a long journey of almost 3+ months. I made a decision to enter when price broke $1, but was waiting. Made averaging down and my last trade was the largest.

I decided not to chase the price but waited for the price to come to my chosen spot. It did.

Along the way there were many nay sayers that each of the milestone would not be achieved and they really pour hesitation into my thoughts in this time. All they said was wrong so far.

Now the price declined, it is temporary until the engines turn on as scheduled.

Peace.