Added to YB: 2026-06-05
Pitch date: 2026-06-04
SLNG [bullish]
Stabilis Solutions, Inc.
Author Info
Guasty Winds is a former L/S hedge fund analyst turned full-time private investor. Sign up for the newsletter.
Company Info
Stabilis Solutions, Inc., together with its subsidiaries, an energy transition company, provides turnkey clean energy production, storage, transportation, and fueling solutions primarily using liquefied natural gas (LNG) to various end markets in North America.
Market Cap
N/A
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.73
P/E
N/A
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
growth
I started a position in $SLNG
SLNG: LNG logistics co at inflection. Lost bunker fuel (30% rev) & Aggreko (20%) contracts; Galveston FID in jeopardy. But $100m/yr data center contract starts 1Q27. Est $170m rev, $30-35m EBITDA 2027 vs $74m mkt cap, no debt = 2-2.5x EBITDA, 3x FCF. BTM power play.
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