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    Giuliano Bologna • Compass Point Research & Trading LLC

    Giuliano Bologna's questions to Ftai Infrastructure Inc (FIP) leadership

    Giuliano Bologna's questions to Ftai Infrastructure Inc (FIP) leadership • Q2 2025

    Question

    Giuliano Bologna asked about the specific synergies from combining the TransStar and Wheeling railroads, the strategic value of diversification for the rail platform, and the company's forward-looking priorities after achieving several major 2025 goals, including potential future M&A targets.

    Answer

    Ken Nicholson, CEO & President, detailed the $20 million in expected annual cost savings from network efficiencies and purchasing power. He emphasized that the acquisition is a 'game changer' for the rail platform's valuation, as increased customer and commodity diversification supports a higher trading multiple, in line with industry peers. Looking ahead, Nicholson stated the focus is on growing the freight rail segment through further 'chunky' acquisitions, with a long-term vision of monetizing other stabilized assets and potentially becoming a pure-play publicly traded freight rail company.

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    Giuliano Bologna's questions to FTAI Aviation Ltd (FTAI) leadership

    Giuliano Bologna's questions to FTAI Aviation Ltd (FTAI) leadership • Q2 2025

    Question

    Giuliano Bologna of Compass Point inquired about the specific drivers behind the accelerating growth in the Aerospace Products segment, the durability of these trends, and any potential industry trigger events that could fuel further growth.

    Answer

    Joseph Adams, Chairman, CEO & Director, identified the core growth driver as airlines seeking to avoid the cost and risk of managing their own engine shop visits. He stated that trends like aging platforms and fleet fragmentation favor FTAI's scale-based model. David Moreno, COO, added that the Strategic Capital Initiative (SCI) acts as a significant accelerant by exposing more airlines to their services, which in turn drives cross-selling opportunities and market share gains.

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    Giuliano Bologna's questions to SLM Corp (SLM) leadership

    Giuliano Bologna's questions to SLM Corp (SLM) leadership • Q2 2025

    Question

    Giuliano Bologna of Compass Point Research & Trading, LLC asked about the implications of a much larger mix of graduate loans, including whether they might be sold separately and their relative credit characteristics. He also sought to clarify the market share assumption for the graduate loan opportunity.

    Answer

    CFO Pete Graham explained that based on bureau data, the credit profile of the new opportunity is similar to their existing programs and that grad loans are typically a lower-loss, higher-return product. CEO Jonathan Witter clarified that Sallie Mae's current market share in the smaller private grad loan market is already high, around 67%, and they see no reason they shouldn't maintain that share in the expanded market.

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