1 00:00:02,520 --> 00:00:07,000 Speaker 1: Bloomberg Audio Studios, podcasts, radio news. 2 00:00:08,560 --> 00:00:12,440 Speaker 2: The Stock Movers Report, your roundup of companies making moves 3 00:00:12,480 --> 00:00:15,880 Speaker 2: in the stock market, harnessing the power of Bloomberg Data. 4 00:00:16,600 --> 00:00:19,639 Speaker 1: We do have a lot of individual stock movers, so 5 00:00:19,680 --> 00:00:22,160 Speaker 1: let's take a look under the hood. Bloomberg's Natalia Knijevitch 6 00:00:22,320 --> 00:00:27,120 Speaker 1: joins us and she's kicking it off with FTAI Aviation, 7 00:00:27,240 --> 00:00:28,760 Speaker 1: a household name Natalia. 8 00:00:29,120 --> 00:00:32,239 Speaker 3: Yeah, so shares are up by almost ten percent. This 9 00:00:32,320 --> 00:00:39,840 Speaker 3: is an airspace company. It producers aircraft, does aircraft leasing 10 00:00:39,880 --> 00:00:42,479 Speaker 3: and engine leasing as well. So the company started a 11 00:00:42,600 --> 00:00:47,320 Speaker 3: program to convert some of its engines to turbines, basically 12 00:00:47,320 --> 00:00:51,960 Speaker 3: providing power for data centers. Yeah, so the production is 13 00:00:52,000 --> 00:00:54,560 Speaker 3: expected to begin in twenty twenty six. I don't know 14 00:00:54,600 --> 00:00:59,960 Speaker 3: how often you see companies from aerospace company sector provide 15 00:01:00,080 --> 00:01:03,200 Speaker 3: in power to data centers, but this is a this 16 00:01:03,280 --> 00:01:05,520 Speaker 3: is an interesting move. So the company expects to provide 17 00:01:05,560 --> 00:01:09,080 Speaker 3: the market with a twenty five megawatt unit. It says 18 00:01:09,160 --> 00:01:13,160 Speaker 3: it has capacity to deliver over our one hundred units. 19 00:01:13,760 --> 00:01:13,920 Speaker 1: Now. 20 00:01:14,000 --> 00:01:18,600 Speaker 3: Jeffers analysts are saying that assuming the average selling price 21 00:01:18,959 --> 00:01:23,199 Speaker 3: would be about twenty million dollars, that could be worth 22 00:01:23,840 --> 00:01:27,320 Speaker 3: of about seven hundred and fifty million dollars of EBIDA. 23 00:01:27,480 --> 00:01:29,560 Speaker 2: So it is a ing. 24 00:01:30,000 --> 00:01:32,240 Speaker 4: Every company out there is trying to get the AI 25 00:01:32,640 --> 00:01:36,080 Speaker 4: win in their sales somehow. So for an aviation company, yeah, 26 00:01:36,319 --> 00:01:37,880 Speaker 4: I'm in the power business, I'll go power up with 27 00:01:37,959 --> 00:01:40,399 Speaker 4: data center. That makes sense. How about the oil business, 28 00:01:40,440 --> 00:01:41,800 Speaker 4: what's going on there at the oil stocks? 29 00:01:41,959 --> 00:01:43,520 Speaker 3: Yeah, so we see if we look at the C 30 00:01:43,560 --> 00:01:46,160 Speaker 3: and P five hundred biggest movers and decliners, we see 31 00:01:46,160 --> 00:01:50,600 Speaker 3: that oil price oil stocks are among the biggest gainers today. 32 00:01:51,640 --> 00:01:55,200 Speaker 3: Oil prices actually are not moving that much. But overall, 33 00:01:55,320 --> 00:01:57,880 Speaker 3: it is a pretty bullish sentiment right now. So on 34 00:01:57,920 --> 00:02:00,920 Speaker 3: the one hand, however, we have this geopolitical tensions in 35 00:02:01,000 --> 00:02:03,720 Speaker 3: Venezuela and Russia and yeahmen. But then on the other hand, 36 00:02:03,760 --> 00:02:07,360 Speaker 3: we have these concerns about oversupply in the crude market. 37 00:02:07,400 --> 00:02:10,360 Speaker 3: We know that this Sunday, OPIC members are expected to 38 00:02:10,440 --> 00:02:15,680 Speaker 3: meet and potentially pause for the supply hikes. Once again, 39 00:02:15,800 --> 00:02:22,120 Speaker 3: the concerns about oversupply continue to increase. So this is 40 00:02:22,200 --> 00:02:25,839 Speaker 3: kind of back and forth crude market. But overall, yes, 41 00:02:25,880 --> 00:02:29,120 Speaker 3: people are pretty bullish on that stops. 42 00:02:29,280 --> 00:02:31,280 Speaker 4: We'll see how that plays on me. Now that I'm 43 00:02:31,280 --> 00:02:32,959 Speaker 4: watching landman, I know that we pruce a lot of 44 00:02:33,000 --> 00:02:36,560 Speaker 4: oil in the US now, yeah, net exporder. Yeah, how 45 00:02:36,600 --> 00:02:37,160 Speaker 4: about that. 46 00:02:37,120 --> 00:02:39,920 Speaker 1: Biggest biggest oil producer in the world. 47 00:02:39,720 --> 00:02:41,320 Speaker 4: Right, the US fracking net. 48 00:02:41,960 --> 00:02:44,919 Speaker 1: We're We're definitely up there. All right, let's talk about 49 00:02:45,360 --> 00:02:47,760 Speaker 1: on twenty four Is it o n twenty four or 50 00:02:47,760 --> 00:02:48,960 Speaker 1: on twenty four I. 51 00:02:48,960 --> 00:02:52,440 Speaker 3: Would say on twenty On twenty the tickers o INTF 52 00:02:52,680 --> 00:02:56,200 Speaker 3: shares are up by thirty seven percent today. So the 53 00:02:56,280 --> 00:03:00,320 Speaker 3: company agreed to be bought by Seavent. This is a 54 00:03:00,320 --> 00:03:04,640 Speaker 3: software business for a total consideration of about four hundred 55 00:03:04,919 --> 00:03:09,040 Speaker 3: million dollars in cash, and this price represents about more 56 00:03:09,040 --> 00:03:13,000 Speaker 3: than sixty percent of premium over the closing price on 57 00:03:13,080 --> 00:03:19,120 Speaker 3: November November ten. Actually, so those companies expect to close 58 00:03:19,120 --> 00:03:22,160 Speaker 3: this transaction in the second half of twenty twenty six. 59 00:03:22,240 --> 00:03:25,600 Speaker 3: Goldman Sucks is an exclusive financier. And then again, when 60 00:03:25,600 --> 00:03:28,960 Speaker 3: the company published earnings in early November, they already said 61 00:03:28,960 --> 00:03:32,920 Speaker 3: that they see some offers of a potential acquisition. It 62 00:03:32,960 --> 00:03:35,720 Speaker 3: is an unprofitable business. When you look at FA function 63 00:03:35,920 --> 00:03:39,760 Speaker 3: on Bloomberg terminal, it says that revenue is declining, but 64 00:03:40,000 --> 00:03:43,240 Speaker 3: losses are kind of narrowing. So that's that's the deal. 65 00:03:43,320 --> 00:03:48,880 Speaker 2: Nevertheless, software us the Stock mover's Report from Bloomberg Radio. 66 00:03:49,400 --> 00:03:51,520 Speaker 2: Check back with us throughout the day for the latest 67 00:03:51,600 --> 00:03:54,800 Speaker 2: roundup of companies making news on Wall Street and for 68 00:03:54,880 --> 00:03:58,800 Speaker 2: the latest market moving headlines. Listen to Bloomberg Radio Live, 69 00:03:59,200 --> 00:04:01,880 Speaker 2: catch us on you Tube, Bloomberg dot com, and on 70 00:04:02,000 --> 00:04:09,920 Speaker 2: Applecarplay and Android Auto with the Bloomberg Business app. Mm 71 00:04:10,000 --> 00:04:10,080 Speaker 2: HM