Professional
Added to YB: 2025-09-22
Pitch date: 2025-09-15
GLNG [bullish]
Golar LNG Limited
-2.51%
current return
Author Info
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Company Info
Golar LNG Limited designs, converts, owns, and operates marine infrastructure for the liquefaction of natural gas.
Market Cap
$4.1B
Pitch Price
$40.17
Price Target
150.00 (+283%)
Dividend
2.50%
EV/EBITDA
86.29
P/E
-646.04
EV/Sales
21.03
Sector
Oil, Gas and Consumable Fuels
Category
growth
Long: Golar LNG (NASD:GLNG)
GLNG: Premier FLNG operator w/ 3 vessels generating $1B+ EBITDA by 2030E (4x current). Fixed 20yr tolls + commodity upside provide downside protection w/ participation in price spikes. 4th/5th vessel announcements likely 2025-26. Trading $40 vs $100-150 2030E target. Risks: Argentina geopolitical, project delays, take-private below fair value.
Read full article (20 min)