美国MITBBS

股价从一周前的 $181 跳水，昨天一度到 $109

做空报告
https://muddywatersresearch.com/researc ... -01152025/
January 15, 2025
Muddy Waters is short FTAI Aviation Ltd. (FTAI US) because its financial reporting is highly misleading. We believe revenue from true maintenance and individual off-the-rack module sales are materially lower than reported. FTAI, in our view, is misleading investors by reporting one-time engine sales as Maintenance Repair & Overhaul (MRO) revenue in its Aerospace Products (AP) segment. It appears that FTAI’s AP revenue growth story is due to trading whole engines (i.e., asset sales). We estimate ₈₀% of FTAI’s Aerospace Products adjusted EBITDA is gains on sale, which we believe is largely from selling whole engines. The goal of these misrepresentations appears to be to generate a valuation materially greater than that of a leasing business. Fortress sold significant stock in a May 2024 secondary offering on the back of FTAI’s misleading narrative.

事务所跟上
https://www.businesswire.com/news/home/ ... Lost-Money

BFA Law Announces an Investigation into FTAI Aviation Ltd. for Fraud after Short Seller Report – Contact the Firm if You Lost Money
January 16, 2025 07:33 AM

有人选择借机加仓

@TheManwel
I looked briefly at it and seemed like a bunch of BS lmao, I sided with FTAI since I know the company well. I can see how scary it can be for others who don't know the company's operations. Held my position and added a little more.

@justfactstruth
Recirculated same discredited short thesis for 3rd or 4th time just with a bigger megaphone