Added to YB: 2026-03-25
Pitch date: 2026-03-22
GLNG [bullish]
Golar LNG Limited
+6.92%
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
$5.6B
Pitch Price
$50.61
Price Target
N/A
Dividend
1.82%
EV/EBITDA
45.92
P/E
91.72
EV/Sales
18.87
Sector
Oil, Gas and Consumable Fuels
Category
growth
Golar LNG Limited - $GLNG
GLNG: Iran attacks cut 17% Qatar LNG capacity (~12.8M tons/yr), $20B annual loss, 3-5yr repair. Golar's FLNG tech fills gap in 3-4yrs vs 4-6yrs onshore at lower cost/ton. EBITDA est raised to $326M (2026), $355M (2027), excl Gimi upside. 4th vessel could add ~$20/share. Attractive M&A target given structure, contracts & LNG exposure.
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