Source: Financial Modeling Prep · peers by sector/industry
Execution date
Ratio
2018-06-27
2-for-1
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 41.1× earnings vs its 3.1× historical median P/E.
Fair value ≈ $0.45 · price $6.01 today
Overvalued · 1230% above
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$FECCF Catalyst Capital Group's Fund V timeline is a looming reality. They didn't go through the massive operational headache of carving out the upstream business and distributing C$8.34 per share just to sit on a low-multiple infrastructure stub indefinitely.
By the time January 2027 rolls around, the remaining infrastructure standalone will be perfectly packaged, heavily cash-generative, and fully de-risked.
Whether value is maximized via a direct corporate buyout from an international infrastructure fund, or a steady upward revaluation as the public market finally accepts the clean numbers, a $😉 price target is a fundamentally grounded destination for an asset stripped of its liabilities and anchored in real-world utility.
I remain a buyer.
@spal4000 $FECCF At this point, thinking to invest 1/3 of the distro in other stocks, 1/3 I’m gonna pull out and have some fun, and 1/3 I’ll hold and watch for an entry into the new and improved $FECCF.
@hpomeroy $FECCF At this point, some of my earlier buys are in negative (below zero) basis, and some are like 8 cents, with an overall average of $2.33, so I’d definitely be averaging up. Was thinking to sell everything down to 8 cents just so I look like an investing genius here with a 70-bagger. 😝
$FECCF While the volume hasn’t exactly been “barn-burning” on the buy side, I’m pleasantly surprised we haven’t seen a rush for the exits, as price holds steady post-distribution. Trusting everyone has received their distro, and the dust has settled T+2 here. My buy orders are still a bit lower, but may pull the trigger higher if there’s some strong upward movement. Hoping $CGXEF gets a little love, too.
$FECCF
Frontera’s transition from a volatile, tax-burdened oil driller to a stable, fee-based infrastructure provider occurred at the perfect macro moment. The ascendancy of Abelardo de la Espriella completely eliminates the political discount that has historically depressed Colombian assets. Backed by guaranteed, take-or-pay infrastructure contracts with Ecopetrol, a hardline security policy protecting its pipeline assets, and a clear path to commercializing the Puerto Bahía LNG terminal by the end of 2026, Frontera is uniquely positioned to deliver long-term, utility-like U.S. dollar cash flows.
https://enkiai.com/lng/frontera-fsru-ecopetrol-colombia/
$FECCF
The June 2026 presidential victory of right-wing outsider Abelardo de la Espriella ("El Tigre") radically de-risks the operational landscape for Frontera Energy . Having just finalized its transition into a pure-play infrastructure company on June 1, Frontera is perfectly aligned with the new administration’s pro-market agenda.
Facing a structural natural gas deficit, El Tigre’s administration will view Puerto Bahía’s fast-tracked LNG regasification terminal as a critical national security priority.
Ecopetrol’s multi-billion dollar capital budget will be unburdened by legacy political mandates, refocusing heavily on commercial efficiency.
This secures the execution of Puerto Bahía's 7-year take-or-pay agreement.
El Tigre’s "iron fist" security platform provides tangible physical defense for the vital ODL pipeline (35% Frontera stake), protecting a core midstream asset projected to yield Frontera $65 million in cash dividends this year alone.
Adding
https://www.youtube.com/watch?v=ZWmrfgj0MZI&list=RD9W3A34TTxFU&index=5
