$FTAI Q2 thoughts:
+ Increased inv. in aircraft engine parts JV with mystery partner
+ Recycling engines at healthy gains
+ LOIs in for recap of power plant
- Terminal business still slow, didn't ramp in Q2
- Leverage elevated pending power plant recap and short line rail sale

From latest preso:
* Looking at the C-Corp conversion playbook
* Goal is to get to two separate C-corps, but want greater size vs making two micro caps
* Also considering selling off part of all of infra assets over time if share price doesn’t reflect; aviation biz leftover.

* Wide runway to invest in more aircraft engines at 15% unlevered
* On track to launch aftermarket engine part products with FAA approval 1H19
* Opens up 40% lower cost overhauls for own engines and 3rd parties.

"We should reach 2x coverage by Q4 this year." $FTAI

"Engine values have gone very very high given the MAX grounding." $FTAI

$FTAI Q3 thoughts:

Strong messaging around monetizing all infrastructure over next few years and reallocating to aviation. Nothing much else new - more of the same. I'm v long.

$FTAI sells short line to $CP, closing Q4 https://www.railwayage.com/freight/class-i/cp-to-acquire-cmq-from-fortress/