Investment theses in Small Caps & Macroeconomic analysis

Investment theses in Small Caps & Macroeconomic analysis

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Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
Special Update: Excelerate Energy & New Fortress Energy
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Special Update: Excelerate Energy & New Fortress Energy

Jamaica's deal implications (NFE Liquidity, EE Potential)

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MORAM Capital
Apr 03, 2025
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Investment theses in Small Caps & Macroeconomic analysis
Investment theses in Small Caps & Macroeconomic analysis
Special Update: Excelerate Energy & New Fortress Energy
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Last Thursday, New Fortress Energy announced the sale of its business in Jamaica to Excelerate Energy for $1,055MM (including debt). This transaction takes place between two infrastructure companies in the Natural Gas industry that we have been following for many years and about which we have published depth analysis and several updates very recently.

The situation of both companies could not be more different. New Fortress Energy is highly indebted due to delays and cost overruns in its projects, while Excelerate Energy, with a prudent approach and >$600MM in cash on its Balance Sheet, is acting opportunistically (the company had presented its list of targets for 2024, and we believe that it was not among them following management comments about revenue ranges of potential targets

Today, we want to analyze the situation of both companies post-agreement from an operational and financial perspective. We will focus on:

  • The new Excelerate Energy company (capital increase & new capital structure, EBITDA forecast for 2025 & 2026, business and opportunities…)

  • The current liquidity situation of New Fortress Energy, mainly focused on the 2026 bond (2025 & 2026 inflows & outflows, forecasts, scenarios,…)

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